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Solstice CEO Ben Nadareski said deeper liquidity and rising institutional participation could make future crypto bull runs less volatile than earlier cycles. According to NS3.AI, a December 2025 report from Glassnode and Fasanara Digital found Bitcoin’s one-year realized volatility fell from 84.4% to 43% as market depth and institutional participation increased.
Nadareski also said Solana’s stablecoin market could exceed $50 billion and approach $100 billion within five years.

Bitwise CEO said on X that Bitwise Solana Staking ETF BSOL recorded more than $60 million in inflows over the past two days. According to Odaily, the fund’s assets under management have exceeded $1.2 billion and reached a record high.

Bitwise CEO said on X that Bitwise Solana Staking ETF BSOL recorded more than $60 million in inflows over the past two days, pushing assets under management above $1.2 billion to a record high. According to ChainCatcher, he also said Solana appears set to be "the Solana" of this cycle.

Multicoin Capital co-founder Kyle Samani said more crypto companies are likely to build on Solana instead of Ethereum because he считает Solana easier to use and more functional. He told Cointelegraph during an episode of Trade Secrets that Solana could flip Ether during “this market cycle,” arguing that Ethereum may gradually lose its position as the default smart contract network for crypto companies. According to Cointelegraph, Samani said firms will “switch their default over to Solana” because it is “the most functional network” and makes it easier to consolidate operations around one chain. Samani and Multicoin built an early position in Solana, and he has backed the network for years. His forecast would require SOL to rise about fivefold from its $58 billion market capitalization to surpass Ether’s current market cap of $293 billion. Samani also said “today, no one really uses Ethereum,” adding that he believes the network remains relevant mainly because of stablecoins and stablecoins borrowed against Ether as collateral.
Samani’s comments came after a period in which SOL and ETH have moved closely in percentage terms during the recent market recovery. Over the past month, Ether rose 30%, while SOL rose 34%. Even so, Solana’s gains came from a smaller base after a deeper decline in the bear market. During the past year, SOL fell 59%, compared with Ether’s 45% decline, according to TradingView. Samani also said he is “bearish” on Ethereum’s ability to accrue value despite its position as the largest smart contract network. He described Ether as a “$400 billion to $300 billion asset” with “questionable value accrual, if any,” and said it is not growing at all. He added that he does not understand why investors would want to own Ether at its current valuation and said he sees other opportunities at “more reasonable prices.” He argued that more crypto companies will pivot to Solana because it is easier for firms to consolidate operations there. While SOL remains below one-fifth of Ether’s market capitalization, it has surpassed Ethereum in both weekly and monthly fees. Solana generated $23 million in fees over the past 30 days and ranked fourth in monthly fees, while Ethereum generated $12.6 million and ranked sixth, according to DefiLlama.

Solana Foundation executive Nick Ducoff said real-world assets, bank adoption, and network upgrades are three indicators to watch over the next year as he expects a broader token supercycle. According to NS3.AI, he said Solana hosts more than $4 billion in real-world assets, has seven global systemically important banks building on the network, and has processed nearly $5 trillion in stablecoin volume year-to-date.

DeFi Development Corp. said in an 8-K filing with the U.S. SEC that it added 101,381 SOL and SOL equivalents from September 14 to 18, 2026. According to Foresight News, the company’s total SOL and SOL-equivalent holdings reached 2,490,304 tokens as of September 18, up about 4% from the previous week.
The company said its treasury-held SOL will be deployed through staking, validator nodes, and on-chain treasury infrastructure.

Solana lowered its target slot time from 300 milliseconds to 250 milliseconds on September 18, marking its third speed increase since August. According to Odaily, the network’s overall throughput did not rise because the compute and data capacity per slot were reduced proportionally. The change is the third stage of the SIMD-0525 four-phase plan, with slot time having fallen from 400 milliseconds at genesis to 350 milliseconds, 300 milliseconds, and now 250 milliseconds. The final step to 200 milliseconds does not yet have a mainnet activation date and depends on validators keeping skip rates stable.

Solana-based token issuance platform StonkFun generated $4.85 million in protocol revenue over the past seven days, according to DeFiLlama data. According to ChainCatcher, this put StonkFun ahead of Robinhood-linked meme coin issuance platform Pons, which recorded $4.39 million, and ranked it 10th on the protocol revenue list.

A proposal posted on ZetaHub would convert ZETA into a Solana native SPL token on a 1:1 basis while keeping the existing ticker. According to ChainCatcher, no migration will take place until ZETA holders complete a vote.
The proposal also plans to introduce the privacy-focused multimodal AI application Anuma, which reportedly has 300,000 users and supports unified memory across models. It has also launched a beta feature for real-life social discovery. Voting is set to begin on September 17 and will last 72 hours.

Solana network on-chain transaction activity reached a record high of 5.218 billion transactions in August, according to Blockworks data. According to BlockBeats On-chain Detection, the figure marked the highest monthly level recorded for the network.

Solana rose to $111.78, its highest level since January, after breaking above the $110 resistance level and climbing 85% above its year-to-date low. According to NS3.AI, spot Solana ETFs recorded more than $28 million in inflows this month, while more than 439 million SOL tokens were staked.
The article said technical analysis points to a $150 target for Solana. It added that a drop below $96 would invalidate the bullish outlook.

Solana reduced its target block slot time from 300 milliseconds to 250 milliseconds on Friday, increasing block production frequency by nearly 17%. According to Odaily, the change reduces the computing resources and data available in each slot, while the network’s overall transaction processing capacity remains unchanged.
The adjustment is the third of four planned phases in the SIMD-0525 proposal. The validator block-production window across four consecutive slots has been cut from 1.2 seconds to 1 second, and the expected duration of a fixed 432,000-slot epoch has been shortened from about 36 hours to about 30 hours.
The next phase would further reduce slot time to 200 milliseconds, but no mainnet launch date has been set. Its implementation depends on block skip rates remaining stable.

USDC Treasury minted 250 million USDC on the Solana blockchain at 18:36 (UTC+8). According to Odaily, the new issuance was recorded on-chain.

Bitwise CEO said on X that Bitwise Solana staking ETF BSOL recorded $20 million in trading volume less than 30 minutes after the market opened. According to Odaily, he said he is bullish on Solana and added that investors appear to share that view.

Foresight News reported that Solana yield protocol Hylo has launched a Hylo XP graduation mechanism. According to Foresight News, meme tokens paired with xAssets in the mechanism can receive Hylo XP as long as their market capitalization stays above $1 million.
Holders can earn 1 XP per day for each dollar of value they hold. The company said the mechanism applies only to Stonk.

On September 17, TradingBeats monitoring showed that a smart money trader who accurately went long ETH and SOL before the "August 19" market move closed the positions and exited with a profit of $1.89 million after holding them for 30 days. According to BlockBeats On-chain Detection, the trader then reopened SOL/ETH long positions and a BTC short position.
The trader currently holds a 40x Bitcoin short position worth $7.63 million, a 20x SOL long position worth $5.97 million, and a 25x ETH long position worth $4.88 million, with total positions valued at $18.49 million.

Solana's V1 transaction format increases capacity to 4,096 bytes, more than three times the previous size. According to NS3.AI, Solana is also preparing to reduce slot times to 250ms around 05:01 UTC on Sept. 18. The network processed 5.2 billion non-vote transactions in August as application activity reached record levels.

Solana core developer team Anza said it has launched the new bytecode format SBPFv3, which can now be integrated into Solana programs. According to Foresight News, SBPFv3 resolves system calls at compile time, uses a strict ELF layout, and aligns with the upstream eBPF standard, ending Solana's maintenance of a separate bytecode variant.
Under the SIMD-0500 proposal, SBPFv3 will become the only deployable format in the upcoming Agave v4.4 release. Anza said developers should begin migrating now, and most Rust programs can be rebuilt with only a few commands.

Solana co-founder Anatoly Yakovenko amplified Jurassic Finance’s tokenized dinosaur skull sale as the $660,000 raise entered its final hours. According to BeInCrypto, contributors had committed $406,667 in USDC by Wednesday morning, or 61% of the target, with about 13 hours left.
Jurassic Finance plans to buy Deaton, a Triceratops prorsus skull, for $600,000 and allocate $60,000 to its labs treasury. The project will issue one million TRCH1 tokens at about $0.69 each, with holders receiving economic rights through a special purpose vehicle and full refunds if the target is missed.

Solana lending protocol Kamino has appointed Michael Weisz as its new CEO. According to ChainCatcher, Kamino said Weisz brings more than 20 years of fintech and private markets experience and will lead the company into its next phase of institutional growth while expanding in the U.S. market.