[SOL ETF progress exceeds expectations, is SOL expected to change from a narrative coin to a valuation coin?] For a long time, SOL has been driven more by narrative: high TPS, low gas, and strong developer activity. The new progress of ETF is quietly reconstructing its valuation logic: ✅ ETF has opened the "value revaluation" mode to buffer the liquidity risk, and institutions dare to match. ✅ The advancement of ETF declaration means that the regulator is acquiescing to its "digital infrastructure" positioning, and the security label is supported. ✅ Through the spot subscription mechanism, ETFs have brought continuous net inflows, and the stability of price support has been improved. The logic behind this is very important: SOLs are upgrading from "copycat projects" to "infrastructure assets". The short-term speculation space is full, and the long-term allocation logic is opened, and the SOL ETF will likely copy the logic of ETH ETF. In the context of the Federal Reserve's high interest rates and global funds seeking new assets, the landing of SOL ETF may be a turning point in the valuation of the copycat sector in the future.
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#SOL ETF发行新进展
[SOL ETF progress exceeds expectations, is SOL expected to change from a narrative coin to a valuation coin?]
For a long time, SOL has been driven more by narrative: high TPS, low gas, and strong developer activity. The new progress of ETF is quietly reconstructing its valuation logic: ✅ ETF has opened the "value revaluation" mode to buffer the liquidity risk, and institutions dare to match. ✅ The advancement of ETF declaration means that the regulator is acquiescing to its "digital infrastructure" positioning, and the security label is supported. ✅ Through the spot subscription mechanism, ETFs have brought continuous net inflows, and the stability of price support has been improved. The logic behind this is very important: SOLs are upgrading from "copycat projects" to "infrastructure assets". The short-term speculation space is full, and the long-term allocation logic is opened, and the SOL ETF will likely copy the logic of ETH ETF. In the context of the Federal Reserve's high interest rates and global funds seeking new assets, the landing of SOL ETF may be a turning point in the valuation of the copycat sector in the future.