In early December 2025, Solana ETF flows took a sharp turn negative, with net outflows totaling around 63,000 SOL amid a broader market dip. This shift, highlighted by a record $32.19 million redemption on December 3, underscores investor caution as SOL trades at $132.74, down 3.62% over the past 24 hours from a high of $137.96 and low of $131.04. Despite robust on-chain activity showing $321 million in capital influx, these sol etf outflows December 2025 reveal a disconnect between ETF sentiment and network fundamentals.
The reversal came swiftly after a $45.77 million inflow the prior day, snapping a fragile recovery streak. For context, Solana spot ETFs had enjoyed heavy inflows since late 2025 launch, amassing significant assets under management. Yet, this week’s solana etf flows volatility points to profit-taking or repositioning by institutions wary of short-term downside risks.
Record $32.19 Million Outflow Disrupts Momentum
December 3 marked the largest single-day outflow for Solana ETFs since inception, per SoSoValue data. Net redemptions hit $32.19 million, equivalent to roughly 242,000 SOL at prevailing prices. This eclipsed prior dips, including an $8.10 million exit on November 26 that ended a 21-day inflow run. Back then, total ETF holdings stood firm, but the bleed signaled early fatigue after cumulative inflows topped $623 million in prior months.
Zooming into the mechanics, these outflows reflect creation and redemption baskets where authorized participants exchange SOL for ETF shares. When demand wanes, redemptions spike, pressuring underlying prices. Charts confirm this: SOL’s relative strength index dipped below 50 post-outflow, hinting at bearish divergence even as volume spiked 15%.
21Shares TSOL Drives the Exodus
Zeroing in on culprits, 21Shares’ TSOL fund shouldered nearly the entire burden, hemorrhaging $41.79 million or 295,710 SOL. This single product’s redemption accounted for all net negatives since launch, including a $13.55 million pullback on December 1. Meanwhile, competitors like Bitwise’s staking ETF posted modest inflows of $13.33 million earlier, partially offsetting the damage.
Why TSOL specifically? Its structure appeals to yield-chasers, but recent staking APY compression to 6.2% from 8% peaks may have prompted rotations. Institutional trackers show TSOL’s AUM contracting 4.2% week-over-week, contrasting with XRP ETFs’ 13-day inflow streak. This solana spot etf performance laggard status amplifies caution, as TSOL’s flows often lead broader Solana ETF trends.
Institutional Backbone Holds Amid Red Flags
Despite the turbulence, Solana ETFs retain a solid base: 6.83 million SOL custodied, valued at $964 million as of early December. This represents 0.28% of SOL’s circulating supply, a meaningful stake signaling long-term conviction. Franklin Templeton’s NYSE Arca-listed SOEZ ETF debut further bolsters this, unlocking fresh capital channels post-launch.
Contrasting ETF jitters, on-chain metrics shine. Network TVL climbed alongside a $321 million capital surge, while futures open interest rose 6.75% during rebounds. SOL’s price resilience is evident: after probing $123 lows, it stabilized above $131, eyeing resistance at $140. Technicals favor bulls if $132.74 support holds; a break below risks $125, but RSI oversold readings suggest bounce potential.
Investor trends highlight crypto etf flows solana rotation risks. While SOL funds bleed, peers like XRP post gains, prompting questions on allocation shifts. Yet, Solana’s superior throughput – 65,000 TPS potential – positions it for rebound if ETF sentiment flips.
Solana (SOL) Price Prediction 2026-2031
Forecasts amid recent ETF outflows in December 2025, institutional resilience, and potential recovery from current $133 price level
| Year | Minimum Price | Average Price | Maximum Price |
|---|---|---|---|
| 2026 | $145.00 | $285.00 | $450.00 |
| 2027 | $225.00 | $425.00 | $675.00 |
| 2028 | $325.00 | $625.00 | $975.00 |
| 2029 | $475.00 | $925.00 | $1,425.00 |
| 2030 | $675.00 | $1,325.00 | $1,975.00 |
| 2031 | $975.00 | $1,925.00 | $2,875.00 |
Price Prediction Summary
Despite record Solana ETF outflows of $32M+ in early December 2025 signaling short-term caution, SOL shows resilience around $133 with short-term upside to $155-$165. Long-term outlook remains bullish due to institutional interest (e.g., Franklin Templeton ETF), network growth, and market cycles, projecting average prices rising from $285 in 2026 to $1,925 by 2031, with min/max reflecting bearish/bullish scenarios.
Key Factors Affecting Solana Price
- ETF flow stabilization and renewed institutional inflows post-outflows
- Solana network upgrades improving scalability, TVL, and DeFi/NFT adoption
- Regulatory developments favoring spot ETFs and crypto clarity
- Bitcoin halving cycles (2028) driving altcoin rallies
- Competition from Ethereum L2s and emerging L1s impacting market share
- Macroeconomic trends, on-chain activity, and SOL’s high-throughput advantages
Disclaimer: Cryptocurrency price predictions are speculative and based on current market analysis.
Actual prices may vary significantly due to market volatility, regulatory changes, and other factors.
Always do your own research before making investment decisions.
Drilling deeper into price action, SOL’s 50-day moving average at $138 provides overhead pressure, but MACD histogram turning positive hints at momentum shift. Traders should monitor ETF daily flows via SoSoValue; sustained positives could catalyze 20% upside from $132.74 base.
Looking at solana etf investor trends, these outflows align with broader crypto market chop, where Bitcoin dominance ticked up 1.2% as altcoins corrected. Yet Solana’s DeFi dominance persists at 28% of total TVL, underscoring why institutions might pause rather than exit entirely. The $63K SOL net outflow – roughly $8.37 million at current $132.74 levels – pales against peak inflows, suggesting tactical adjustments over panic selling.
Breaking Down Recent Flows: A Data Snapshot
Solana ETF Daily Net Flows (November 26 – December 3, 2025)
| Date | Net Flow ($M) | Notes |
|---|---|---|
| Prior to Outflows (Since Launch) | +$623 | Strong inflows before caution set in |
| November 26, 2025 | -8.10 | First outflow since launch; ended 21-day streak; TSOL -$34.37M, others +$13.33M (Bitwise) |
| December 1, 2025 | -13.55 | Outflows led by TSOL |
| December 2, 2025 | +45.77 | Rebound with strong inflows |
| December 3, 2025 | -32.19 | Record outflow; TSOL -$41.79M (~295,710 SOL); partially offset by others |
| Net (Nov 26 – Dec 3) | -8.07 | Equivalent to ~63K SOL outflows at current prices ($132.74); signals investor caution |
This table captures the volatility: TSOL’s outsized redemptions dominate negatives, while diversified products like staking ETFs cushion blows. Cumulative since launch? Still net positive territory pre-December, with AUM hovering near $1 billion. Such swings test conviction, but historical patterns show rebounds follow 70% of similar post-inflow pauses.
Key Milestones in Solana ETF Evolution
Mapped out, this timeline reveals a maturation phase. Early hype drove relentless buys, but profit realization hit as SOL hit $146 interim highs. Now at $132.74, with 24-hour range $131.04-$137.96, the setup mirrors 2024 cycles where ETF outflows preceded 25-35% rallies on renewed inflows.
Technically, volume profile analysis flags $132.74 as high-volume node support; a hold here targets $140 retest. Failure invites $125, aligning with 200-day EMA. Bollinger Bands contract, signaling impending volatility expansion – ideal for options straddles if you’re positioning. On-chain, active addresses up 12% week-over-week contradict ETF caution, hinting at retail accumulation beneath institutional trim.
Comparatively, XRP ETFs’ inflow streak highlights sector rotation, yet Solana’s edge in scalability – processing 65,000 TPS versus competitors’ bottlenecks – keeps it primed. If ETF flows flip via smaller funds gaining traction, expect accelerated upside. Monitor futures basis: contango at 8% premiums signals bullish carry trade resumption.
For practical positioning, scale into dips below $132.74 with stops at $131.04 lows. Favor staking ETF exposure over pure spot like TSOL for yield buffer. Long-term, 6.83 million SOL custodied locks in demand; pair with/solana-etf-inflows-surge-why-institutions-are-rotating-from-btc-and-eth-in-2025 for inflow drivers. Charts point to $155-$165 if momentum builds, but respect near-term caution – flows lead price, not chase it.
Solana’s ETF story evolves from euphoria to realism, fortifying resilient investors. With $132.74 as pivot, the next flow report dictates trajectory in this high-stakes arena.
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