Solana

Global crypto investment products extended a six-week inflow streak after taking in $857.9 million over the past week, led by $706.1 million into Bitcoin-focused funds. Ethereum products added $77.1 million while Solana and XRP brought in $47.6 million and $39.6 million, and the US accounted for $776.6 million of the weekly total. The rebound came as sentiment improved around the CLARITY Act ahead of the Senate Banking Committee’s markup session scheduled for Thursday, May 14.

Solana recorded 696 million transactions over the past week versus about 593 million across all other chains combined, alongside sharply lower fees and faster finality after the Alpenglow upgrade. Despite those efficiency metrics, BlackRock selected Ethereum to launch two tokenized money market funds, including one linked to a $6.1 billion Treasury liquidity vehicle. The decision highlights how institutions may prioritize Ethereum's liquidity depth and perceived trust over raw throughput.

Spot Solana ETFs drew about $39.23 million in net inflows over the past week, led by Bitwise's BSOL at roughly $36 million and Fidelity's FSOL at over $1.8 million. SOL rose about 15% in seven days to near $97 as futures positioning strengthened, with open interest climbing to $6.4 billion from $4.94 billion on May 1. Traders are monitoring the $120 level, while some analysts flag $89-$91 as a nearby support zone if prices pull back.

XWIN Japan published a comparison on May 11 covering Bitcoin, Ethereum, XRP, BNB and Solana across six months of market stress from October 2025 to April 2026. The study says BTC fell 52.5% from about $126,000 to roughly $60,000, while SOL slid 71.6% from $238 to $67; SOL later rebounded 38% from its low versus BTC’s 34.7%. It also cited current prices used in the research, including BTC near $81,000 (+11% month-on-month) and SOL around $95 (more than +12% over the past month).

On May 11, the TRUMP meme coin team's allocation wallet routed 7 million TRUMP tokens (about $17.22 million) into Bitgo custody, after first sending 4.915 million TRUMP to an intermediate address. The transfer follows earlier deposits to Bitgo in January 2025 totaling $31.45 million and $23.18 million that were later followed by price declines.

On May 5, 2026, Securitize, Jump Trading, and Jupiter launched a regulated secondary market for tokenized equities on Solana, linking compliant issuance, liquidity, and a trading front end. The setup uses Securitize's SEC-registered broker-dealer/ATS and whitelisted KYC wallets, Jump's PropAMM pricing with quoted 1–5 basis-point spreads, and execution through Jupiter with on-chain, real-time settlement.

On May 11, 2026, Solana Foundation and Google Cloud introduced Pay.sh, a system that lets AI agents pay for API access with stablecoins on the Solana blockchain. The setup supports real-time microtransactions, including paying fractions of a cent per API call, and is built to help autonomous agents discover and purchase cloud services without traditional accounts or subscriptions.

CoinGecko data shows Pump.fun traders on Solana shifted back into profitability in early 2026 after months of mostly losing outcomes through late 2025. Profitable wallets rose to nearly 57% in February, then climbed to 70% in March and 73.3% in April 2026, with most results concentrated in small dollar amounts. Pump.fun also said it burned previously repurchased PUMP tokens worth about $370 million, or 36% of the circulating supply, and launched a new buyback-and-burn funded by 50% of future net revenue.

Spot crypto ETFs saw renewed demand over the past week as prices climbed, with bitcoin products leading weekly net inflows. BTC spot ETFs recorded $622.75 million in net inflows for the week, while ETH spot ETFs ended with just over $70 million and XRP-focused funds brought in more than $34 million.

Solana (SOL) rose more than 6.50% on May 9, trading at $93.71 for the first time since March 18, alongside a 20%+ jump in volume to $5.12 billion. A whale bought 67,648 SOL worth $6.23 million after seven months of inactivity, while U.S. spot SOL ETFs saw $6.23 million of inflows on May 8, 2026. Traders are watching $97.40 as a key resistance, with a daily close above it viewed as a potential trigger for a 21% move toward $118.