#solana
Discussions around Solana are swinging between "ETF fever" and "overheated RSI"—here's what's trending now:
1. Big players are betting—the launch of Franklin Templeton’s ETF with $1.69 trillion in assets is attracting daily inflows of $45 million
2. Integration with Revolut—SOL payments are going mainstream thanks to the fintech platform’s 600+ million users
3. Price whispers $500 —analysts predict a 3.4x surge if SOL holds support at $137.50
4. Bear traps rising—liquidation of short positions at $60 million signals possible volatility and sharp moves
Details
1. @FranklinTempleton: The hot battle for the SOL ETF
"SOEZ launches with a 0.19% fee, waived until 2026, aiming to attract $5 billion in assets"
– Franklin Templeton ( assets under management $1.69 trillion · December 3, 2025, 21:34 UTC
) Original post
What it means: Positive for SOL, as institutional products lower entry barriers. Bitwise already has BSOL with $527 million in assets. Watch aggregate ETF inflows as a Wall Street confidence indicator.
2. @Revolut: Expanding global payments
"Direct transfers and SOL staking added for over 40 million users"
– Revolut ( December 3, 2025, 21:38 UTC · 3.5 million views
) Original post
What it means: Neutral-to-positive—SOL adoption is growing, but there’s competition from Cash App and Venmo, which plan to integrate USDC. The key is whether everyday users can use SOL for daily transactions.
3. @Morecryptoonl: Watching the $144–$146 breakout
"SOL is testing the 38–50% Fibonacci retracement levels—a break above $138.20 will confirm a bullish structure"
– Analyst ( 35.2K subscribers · December 3, 2025, 21:38 UTC
) Original post
What it means: Key technical moment—a drop below $133 could lead to an 18% decline to $117. On-chain data shows large holders ( whales ) accumulating SOL in the $137–$141 range.
4. @SolanaWhale: Network stress test ahead
"The DoubleZero validator communication update could fix 22% of nodes with staked SOL"
– Blockchain developers ( December 3, 2025, 22:37 UTC · 8.1K views
) Original post
What it means: Bearish scenario risk—past network outages remain an issue. A successful update could boost staking yields and strengthen institutional investor confidence.
Bottom line
Overall sentiment on Solana is cautious optimism, balancing ETF growth and technical risks. The Revolut integration and $933 million in ETF assets show market maturity, but the $150–$152 support zone remains critical amid 12% weekly volatility. Watch the SOL/BTC pair—SOL needs to outperform Bitcoin to confirm the start of altcoin season.
"Institutional investors are playing hot potato with the SOL ETF—will retail investors catch a falling knife or ride the wave?"

Kaspa's roadmap focuses on enhancing scalability, expanding the ecosystem, and developing infrastructure.
DAGKnight Consensus (Q1 2026) – faster finality and increased security.
Smart contracts via Kasplex L2 (in progress) – EVM compatibility for decentralized applications (dApps).
Archival node upgrades (in development) – access to historical data older than 3 days.
Ecosystem development initiatives – DeFi partnerships and developer tools.
Detailed Overview
1. DAGKnight Consensus (Q1 2026)
Overview
Kaspa plans to upgrade its consensus mechanism, replacing GHOSTDAG with DAGKnight. This protocol provides transaction finality in under a second and adaptive network performance with changing latencies, enabling faster confirmations and increasing fault tolerance up to 50% ((compared to 25% for GHOSTDAG)). Implementation will require a hard fork.
What it means
Positive for KAS: enhanced security and transaction speeds will make Kaspa a more competitive Layer-1 blockchain. Risks relate to potential network instability during the hard fork and delays in miner adoption (@boy_mi89).
2. Smart contracts via Kasplex L2 (in progress)
Overview
The Kasplex zkEVM layer, launched in August 2025, enabled smart contract support. The team is now expanding Ethereum Virtual Machine (EVM) compatibility to attract Ethereum developers by offering tools for easy porting of decentralized applications.
What it means
Neutral-positive: this opens up DeFi opportunities, but success depends on Kasplex’s ability to scale and attract projects. Kaspa is competing with other Ethereum L2 and Solana solutions (Kaspa Medium).
3. Archival node upgrades (in development)
Overview
Archival nodes will be redesigned to store historical data beyond the standard 3-day pruning window. This will enable more advanced block explorers and audit tools.
What it means
Neutral: improves the network’s utility for enterprises and developers, but does not directly affect regular users. Success depends on how widely node operators adopt these changes (Kaspa Medium).
4. Ecosystem development initiatives
Overview
Kaspa is focusing on partnerships with DeFi platforms ((e.g., Fervent Swap)) and wallet providers. The Kaspa Alliance for Transparency plans hackathons and grants to stimulate dApp development.
What it means
Positive: an active ecosystem can increase demand for KAS to pay for fees. However, progress is currently less coordinated compared to more mature Layer-1 blockchains (Kaspa Community Conference).
Conclusion
Kaspa’s future in 2026 depends on the successful implementation of DAGKnight and the adoption of Kasplex. The technical upgrades aim for institutional-grade throughput, but the ecosystem’s development will determine real value. Whether Kaspa’s infrastructure-first approach can outperform competitors through a strong developer network remains to be seen() ‌

The growth of Bitcoin is driven by a combination of technical momentum, macroeconomic optimism, and fundamental spot market factors. What to watch for: will BTC be able to close the week above $93 500, confirming continued growth, or will investors start taking profits ahead of the PCE data release on Friday?