A notable divergence is forming in staking dynamics between Solana and Ethereum, with potential implications for relative price performance.
Key Data Points
1) Supply Lock
Solana now has ~70% of its total supply staked (near all-time highs), compared to ~30% for Ethereum.
This creates a materially different circulating supply profile between the two networks.
2) Liquidity Impact
Higher staking participation reduces the amount of tokens freely available for sale.
When demand increases, a tighter liquid supply can amplify upside volatility, as fewer tokens are available to absorb buy pressure.
3) Relative Momentum
On-chain data shows:
• Growing bridge inflows into Solana
• Strength in the SOL/ETH trading pair
These signals suggest capital rotation toward the asset with greater supply constraint.
Conclusion
While the broader crypto market remains cautious, Solana’s fundamentals are aligning into a classic supply-side squeeze setup.
If demand continues to build, the imbalance between liquid supply and capital inflows could become a meaningful tailwind for SOL relative to ETH.
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