The Solana ecosystem is back in good form this week, with practically every major asset seeing impressive growth.
TL;DR:
- Sentiment thaws: Fear & Greed returns to Neutral as BTC stabilizes.
- Solana sector rips: mcap jumps, SOL outperforms, meme coins lead.
- On-chain activity rebounds: TVL and DEX volumes rise; watch narratives.
Crypto is starting 2026 with cautious optimism. Bitcoin has pushed back above $94K, helping stabilize broader risk appetite.
Solana Market Recap
The sector saw its market capitalization (mcap) swell by 14.1% week-over-week (WoW) to reach $19.3 billion. It has now erased a month of decline and is up 7.3% month-over-month.
Source: Solana Ecosystem Page
Other major ecosystem assets are also skyrocketing. Some notable movers and their catalysts include:
The trending list also shone a spotlight on an array of outperformers, including Ore (ORE) and Ponke (PONKE), which gained 179.1% and 139.2%, respectively, WoW.
Source: Artemis
Solana News Roundup
This week’s bullish price action was underpinned by a range of positive recent developments in the Solana ecosystem. Some of the most significant stories are highlighted below.
Morgan Stanley Files for a Solana ETF: A major U.S. bank filed with the SEC to launch a Solana-linked ETF (alongside a Bitcoin product).
Source: Eric Balchunas
Jupiter Launches JupUSD: Jupiter introduced JupUSD, a reserve-backed USD stablecoin designed for deep integration across its product suite. The rollout aims to improve capital efficiency and liquidity across swaps, perps, and lending on Solana.
Source: Jupiter
Jito Debuts the IBRL Explorer: Jito launched a new block/validator analytics tool aimed at making Solana block-building behavior measurable and auditable. The “IBRL score” spotlights patterns like late packing and slot-time games to improve accountability.
Source: Jito
Solflare Ships ‘Magic’ AI (Alpha) for Intent-Based On-Chain Actions: Solflare launched an in-wallet AI assistant that translates plain-language intent into on-chain workflows (alerts, swaps, automation), while keeping user confirmation at signing time.
Source: Solflare
What You Can Do Now
- Keep an eye on the trending list as a source of alpha.
- Look for breakout narratives; tokens tend to move in batches.
- Avoid leverage. The sector is showing signs of strength, but a dramatic reversal is still a possibility.
>> That’s all for now. Check in next week for another dose of Solana insights!
This article contains links to third-party websites or other content for information purposes only (“Third-Party Sites”). The Third-Party Sites are not under the control of CoinMarketCap, and CoinMarketCap is not responsible for the content of any Third-Party Site, including without limitation any link contained in a Third-Party Site, or any changes or updates to a Third-Party Site. CoinMarketCap is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement, approval or recommendation by CoinMarketCap of the site or any association with its operators. This article is intended to be used and must be used for informational purposes only. It is important to do your own research and analysis before making any material decisions related to any of the products or services described. This article is not intended as, and shall not be construed as, financial advice. The views and opinions expressed in this article are the author’s [company’s] own and do not necessarily reflect those of CoinMarketCap.
