Solana ETF Falls Behind As XRP Collects More | Solana News

XRP exchange-traded funds (ETFs) have pulled in more money than their Solana ETF counterparts although SOL has largely outperformed XRP on price during a lot of the 12 months. The distinction, based on market skilled Sam Daodu, seems to return down to what’s taking place on the regulatory and institutional aspect.

Different Paths For XRP And Solana ETFs

Daodu highlighted that XRP ETFs have gathered $1.39 billion in cumulative inflows since their November 2025 launch. Solana ETFs, launched in October, have amassed $1.12 billion over the identical total timeframe. 

In different phrases, regardless of XRP coming into a drawdown from its summer time 2025 high and regardless of SOL’s relative price power, XRP’s ETF flows have nonetheless landed forward, with the influx hole persisting on the cumulative stage.

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The sample of ETF demand for XRP additionally appears significantly constant. Daodu famous that XRP ETFs logged a 13-day streak of constructive web flows in early December 2025, a run that got here in forward of Solana’s cumulative influx whole of $618.59 million within these 13 trading days. 

Looking at more current movement knowledge, XRP reported $81.6 million in April inflows alongside a 14-day influx streak. By the tip of April, that put XRP’s year-to-date inflows at roughly $124 million. 

Solana’s April inflows had been far decrease—$38.69 million, which is much less than half of XRP’s April determine. Daodu additionally identified that Solana’s month-to-month inflows fell from $419 million in November 2025 to $38.69 million in April, suggesting a weaker stretch that solely seems to be enhancing now.

That restoration is displaying up in May. Solana has posted more than $99 million after 19 trading days, whereas XRP is close behind with roughly $95 million in the identical period. 

Even so, the bigger story stays that XRP has maintained a steadier influx profile relative to Solana, and Daodu believes there may be a catalyst supporting that steadiness—one which Solana doesn’t have.

Alpenglow Vs CLARITY Act

In Daodu’s view, the structural distinction is the CLARITY Act. He argued that that is the “structural difference the price charts don’t show,” as a result of a full Senate vote would help set up a clearer legal framework round points that matter on to regulated establishments. 

Specifically, Daodu stated the invoice would create outlined guidelines for XRP custody, collateral remedy, and stability sheet publicity—an “exact compliance checklist” for pension funds and controlled asset managers that need readability earlier than allocating capital at scale.

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Solana, against this, is related to a completely different variety of catalyst: Alpenglow, a community improve aimed toward attaining sub-150ms transaction finality. Still, Daodu emphasised that throughput enhancements alone don’t unlock the identical class of institutional money as regulatory readability does. 

He prompt that the capital attracted by readability is the kind that would help close the hole between XRP’s $1.39 billion in inflows and the $4–8 billion influx vary JPMorgan has projected if the invoice passes.

The skilled concluded that for XRP to interrupt increased in price, the market doubtless wants an even bigger catalyst—significantly regulatory readability by way of the CLARITY Act and stronger institutional participation. 

At the time of this writing, XRP traded at $1.37, recording a 3.8% drop on the weekly time body, whereas SOL traded at $86, recording even higher losses of 6% in the identical period.

Featured image created with OpenArt, chart from TradingView.com