Crypto Scenario Insights

Solana's Memecoin and RWA Surge: Sustainable Growth or Narrative-Driven Rally?

What happened

Solana's recent rally to $83 is supported by record tokenized asset activity and speculative memecoin volume, yet cooling perpetual funding rates suggest institutional caution regarding further upside.

What we think

The most likely outcome is a consolidation phase between $75 and $83, with a 50% probability. The primary risk is a reversal in the broader altcoin market that drags SOL down despite its recent ecosystem-specific strengt…

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Solana's Memecoin and RWA Surge: Sustainable Growth or Narrative-Driven Rally?

We explain what happened and what could follow. We do not forecast prices.

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