Solana exchange-traded funds (ETFs) extended their winning run this week, attracting new cash for the fourth day in succession.
According to CoinTelegraph, Solana ETFs received $44.48 million on Friday, bringing total inflows to roughly $199.2 million for the week and total assets over $502 million.
The Bitwise Solana ETF (BSOL) led the rally, rising about 4.99% as investors pulled assets out of Bitcoin and Ether products, which experienced outflows of around $191.6 million and $98.2 million, respectively.
Analysts characterize the move as part of a larger capital rotation, in which institutional investors are reallocating funds to high-performance, yield-generating blockchains such as Solana.
Kronos Research’s Vincent Liu said that “the market is showing a stronger appetite for alternative layer-1 projects offering staking yield and scalable infrastructure.”
Growing Demand for Staking-Driven Yield Products
The move toward Solana ETFs reflects a shift in investor opinion. Following months of consolidation in Bitcoin and Ether, institutions are diversifying into assets that provide scalability, ecosystem expansion, and on-chain yield potential.
The Bitwise Solana Staking ETF, which debuted this week with more than $222.8 million in assets, has fueled this enthusiasm.
By letting investors receive staking rewards directly via the ETF, the offering outperforms typical crypto funds by combining passive income with exposure to Solana’s price performance.
Market experts view such optimism as an early indication that infrastructure-layer networks such as Solana may take a larger part of institutional portfolios in the coming months
Analysts Expect Momentum to Continue — With Caution
Analysts believe Solana’s ETF inflows could remain strong in the short term, supported by new product launches and an expanding developer ecosystem.
However, they caution that the rotation may still be tactical, given the relatively smaller scale of Solana ETFs assets compared to Bitcoin and Ether.
US Bitcoin ETFs Record $1.18B Inflows, Second Highest Ever During Crypto Market Rally
Broader macroeconomic trends—including upcoming U.S. inflation data and Federal Reserve commentary—could also influence whether this momentum lasts.
For now, Solana remains one of the few altcoins attracting consistent institutional inflows, positioning it as a front-runner in the next phase of crypto ETF diversification.