FreeSOL9 min read
Reading SOL through stablecoin supply
SOL
Delayed
ETH
Delayed
COIN
Delayed
The thesis
ETF inflows are the marginal buyer now, and on-chain supply is tightening into it.
On-chain activity is turning up before price has acknowledged it.
What I'm watching
- SOL ETF net flows
- exchange balances
- A clean move through the level I flag below
Positioning
Neutral / hedged on SOL, 2-10 weeks horizon. Conviction: High. Crypto volatility is brutal — small size, defined risk, always.
Opinion, not investment advice. The author may or may not hold positions discussed.
Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Past performance is not a reliable indicator of future results.
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