Solana ETF逆势下跌，获13F机构投资者强力支持

关键事实

1Solana ETFs have seen $1.5 billion in inflows since their launch in July 2025.

2SOL price has fallen 57% since the ETF launch, with the asset testing critical support at $80.

3Bloomberg analyst Eric Balchunas described the performance as 'defying physics' due to the divergence between inflows and price action.

自2025年7月以来，Solana ETF已获得15亿美元的资金流入，尽管价格下跌了57%，但相对而言，其表现优于比特币ETF。新数据显示，这些资产中约有50%由13F申报机构持有，证实大型机构是需求的主要驱动力。至关重要的是，尽管价格大幅下跌，大部分投资资本仍留在基金内，这表明了一种坚定的长期投资策略。彭博分析师Eric Balchunas指出，这种韧性“违背了物理学原理”，尤其考虑到其在更广泛市场波动中“不幸”的推出时机。尽管SOL代币正在测试80美元的关键支撑位，但机构持有者的高度集中为抵御散户恐慌提供了重要缓冲。这一趋势凸显了向受监管工具进行长期配置的根本性转变，摆脱了投机性的“快钱”交易模式。

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版本历史

版本 219 days ago

变更内容: New data specifies that 13F filers hold 50% of ETF assets, confirming that institutional commitment is driving the resilient flows despite price drops.

版本 119 days ago

变更内容: The story was updated to include Solana ETFs outperforming Bitcoin ETFs in relative flows and a new quote from analyst Eric Balchunas regarding the unlucky timing of the launch.

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