What happened?
Investors poured more than $280 million into new U.S. Solana ETFs in just six trading days and BSOL alone attracted about $417 million, with analysts forecasting as much as $5 billion in inflows over the next year. Alchemy rebuilt Solana’s infrastructure — new RPC and Streaming APIs that offer 20× faster archive calls, double throughput, and 99.95% uptime. The overhaul is meant to fix long-standing data and reliability issues that forced developers into costly workarounds.
Who does this affect?
Institutional investors and ETF managers gain a cleaner, regulated on-ramp to Solana exposure and staking yields. Exchanges, wallets, analytics platforms and builders benefit from faster, more reliable APIs that cut downtime and engineering complexity. Retail investors and staking participants also stand to see easier access to SOL products and potentially smoother user experiences.
Why does this matter?
Higher reliability and performance reduce the operational risk that kept many institutions on the sidelines, making Solana a more credible venue for big money. Combined with accelerating ETF adoption, that could bring sustained capital inflows (analysts’ $5B estimate) which lift demand, liquidity, and market depth for SOL. If Solana can handle institutional and mass-market traffic, it may attract more real-world payment projects and trading activity, shifting market dynamics and potentially supporting higher prices and lower volatility over time.