Solana Price Forecast - SOL-USD Steadies at $132 as Stablecoin Surge and 2026 Targets $175

Solana (SOL-USD) Faces Key Support at $130 as Stablecoin Inflows, ETF Outflows, and Revolut Integration Reshape Market Sentiment

Liquidity Flows Strengthen Solana’s On-Chain Foundation

On-chain data confirms a surge in stablecoin activity across the Solana (SOL-USD) network, marking its highest liquidity levels ever recorded. The total stablecoin supply jumped from the low-teens to the mid-teens in billions, signaling capital deployment from institutional players rather than retail speculation. This liquidity expansion improves depth in DeFi markets, bolsters automated market maker efficiency, and enables larger transactional throughput for payment and settlement apps. The data suggests that the network’s structural health is strengthening even as price action cools near the $132 zone, reinforcing that Solana’s infrastructure growth remains intact beneath short-term volatility.

Revolut Integration Adds Millions of Potential Users to Solana’s Ecosystem

A major catalyst emerged as Revolut integrated Solana’s blockchain into its payments platform, granting direct on-chain access for millions of users. The update allows deposits, withdrawals, and transfers of SOL through Revolut’s app—transforming the token’s accessibility across retail markets. Following the announcement, SOL-USD briefly broke through its descending channel, touching intraday highs around $145, before losing momentum. Technical resistance now sits at $146–$150, with interim support forming between $128 and $130. Analysts highlight that if daily volume confirms the breakout, a secondary leg toward $155–$175 could follow, but weak ETF inflows continue to limit confirmation.

ETF Outflows Pressure Market Confidence

The enthusiasm from Revolut’s listing collided with institutional profit-taking. U.S.-listed Solana ETFs saw record single-day outflows during the first week of December, erasing nearly $110 million in managed assets. This mirrored a broader pullback across altcoin funds after Bitcoin (BTC-USD) dropped below $90,000, dragging sentiment into fear territory. With SOL-USD down roughly 5% on December 5, buyers retreated toward defensive positioning. For context, Solana remains 35% below its November highs near $200, but the chain continues to attract steady capital through decentralized protocols, evidenced by total value locked (TVL) climbing 14% month-over-month to $5.9 billion.

Technical Outlook — The $130 Inflection Zone

From a chart perspective, SOL-USD is consolidating within a broad $120–$150 horizontal range. Momentum indicators show mixed signals: the MACD remains in mild bearish territory, while Stoch RSI approaches oversold conditions. If buyers defend $130, a short-term rebound to $138–$145 is plausible; failure to hold that level could trigger a slide toward $120 or even $118. The realized profit/loss ratio also reflects rising stress, as more holders are capitulating at a loss. Exchange net-position data from Glassnode shows alternating green and red bars, implying intermittent inflows and outflows—a sign of uncertainty rather than directional conviction. Traders are watching for a decisive break above $145 before labeling a true reversal.

Macro Context — Fed Cuts and Capital Rotation Support the Setup

The macro backdrop favors digital assets if liquidity expands. Bank of America expects the Federal Reserve to reduce rates by 25 bps in December and project two additional cuts in 2026, lowering the terminal rate to 3.00–3.25%. Historically, Solana rallies during early easing cycles as risk assets reprice higher. However, dissenting views—such as investor Kevin O’Leary’s stance that inflation may delay any cut—create a split narrative, resulting in choppy trading conditions. Still, with bond yields softening and M2 supply rising, structural liquidity should favor Layer-1 ecosystems like Solana through the first half of 2026.

Ecosystem Momentum and Developer Revival

Beyond price, Solana’s ecosystem is reviving. Daily active addresses have surpassed 1.4 million, up 28% since Q3 2025, while decentralized exchange volumes climbed above $1.2 billion per day. Developer participation increased following the rollout of Firedancer, a parallel validator client expected to enhance throughput above 1 million TPS. These fundamentals underpin long-term sustainability even as the market remains fixated on short-term price weakness. Stablecoin liquidity, particularly USDC migration from Ethereum to Solana, now represents over 42% of total chain activity, underscoring the blockchain’s growing utility in payments and DeFi settlement.

Competition and Capital Diversion Toward AI Tokens

Part of Solana’s muted performance stems from capital rotation into AI-themed tokens like DeepSnitch AI, whose presale exceeded $670 K, rising 70% from launch. As speculative capital chases early-stage projects promising 500× potential returns, mature ecosystems such as Solana experience temporary liquidity drainage. Yet, the same behavior historically precedes re-entry once short-term hype fades. Market trackers note that Solana’s fundamentals remain stronger than most Layer-1 peers, with TPS, latency, and cost metrics outperforming Ethereum (ETH-USD) and Cardano (ADA-USD) by wide margins.

Institutional Flows and Derivatives Positioning

Derivatives data show funding rates on Solana perpetuals have normalized to 0.007%, signaling equilibrium between longs and shorts after weeks of bearish bias. Open interest sits near $580 million, slightly below November peaks, while liquidation data show a balance between short-side squeezes and long liquidations. The stabilization hints that forced selling may be exhausted. Institutional data from Coinbase Prime reveal renewed accumulation near $130, while CME futures positioning indicates hedge funds trimming short exposure by 12% week-over-week.

Outlook and Bias

SOL-USD trades at $132.13, down 0.41% on the day, within a fragile recovery band. Momentum depends on reclaiming the $145–$150 resistance zone, where a confirmed breakout could open a path toward $175–$180 into early 2026. Failure to hold $130 exposes the downside to $120, and a breach there could invite a retest of $118. For now, fundamentals remain supportive—rising stablecoin inflows, institutional on-chain activity, and major fintech adoption outweigh short-term ETF outflows.

Verdict: Buy on Dips — Long-Term Bullish Bias
Despite near-term volatility, Solana’s deepening liquidity, Revolut integration, and strong developer activity justify a Buy rating within the $125–$135 accumulation zone, targeting $175–$180 in 2026 as liquidity from Fed easing converges with ecosystem expansion.

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