SOL Institutional Alert: Net Inflows Signal a Supply Squeeze
Current on-chain metrics for $SOL confirm a significant pivot. Despite the 40% drawdown from 2025 highs, Net Flow Inflow into institutional-grade wallets reached a February peak of $13.17 million last week.
The Data Breakdown:
ETF Momentum: Spot SOL ETFs have flipped to positive net inflows, absorbing approximately 245,000 SOL from exchange inventories.
Liquidity Gap: A massive liquidity cluster is building above $89.38. High net inflows into cold storage suggest that "Smart Money" is positioning for a short-squeeze.
RWA Growth: Solana’s RWA TVL hit $1.66B, decoupling network utility from local price volatility.
Strategy: Accumulation is concentrated in the $78–$82 zone. Failure to break $90 resistance may result in a final sweep of the $67 macro floor. Monitor Net Flow daily to confirm if exchange reserves continue to deplete.