Solana & XRP: 2025’s Great Disappointment! 😢

Reflections on the Year’s Events

How Did the Year 2025 Unfold for Solana and XRP?

The year 2025 has been a time of promise for both Solana and XRP, as the whispers of the elite echoed through their networks, forging partnerships and swelling liquidity. 🧠💸 Yet, the market’s fickle nature remains a riddle, even as the stars align for these digital titans. 🌟

What Could Spark a Revival for SOL and XRP?

A surge in altcoin flows might yet awaken these dormant giants from their slumber. 🧙‍♂️ But will the masses follow, or shall we remain trapped in this curious limbo of potential? 💸

One notable divergence this cycle is that the altcoin market hasn’t really capitalized on the ongoing FUD. Back in mid-August, Bitcoin dominance [BTC.D] broke 60%, which triggered a vertical expansion in altcoins. 📉

Notably, that expansion pushed the index back up to post-election highs around 80, with most high-beta alts peaking by mid-September. For example, Solana [SOL] briefly broke $250 on 18 September. 📈

Fast forward to now, however, and even with institutional appetite for altcoins hitting new levels, a similar rally hasn’t formed. XRP is a case in point too. Strong fundamentals are there, but will altcoin flows pick up enough for a bullish turn? 🤔

The Top Layer-1s Eye a Bullish Break, But Price Isn’t Catching Up

Despite macro FUD, 2025 has been a bullish year for blockchain overall. 🌱

Solana and Ripple have been major beneficiaries. As top L1s, both have leveraged their networks to drive strategic partnerships. XRPL has tapped the payments market, while SOL has focused on stablecoin use cases. 💸

The payoff? Growing institutional legitimacy. 2025 has been strong for both, with back-to-back ETF launches. The recent XRP Bitwise ETF saw $21.7 million in turnover, while SOL ETFs continue to draw capital inflows. 📊

In fact, Solana’s DAT (Digital Asset Treasury) allocation has hit a new milestone this year, with total institutional SOL holdings jumping about 15% to 20.35 million – Tightening the circulating liquid supply. 🧱

And yet, this strength hasn’t shown up in price action. Both XRP and SOL are down 30%+ this quarter, with annualized yields in the red. Sure, it’s part of a broader risk-off environment hitting other high-cap alts too. 🧨

However, with top Layer-1s pulling in serious institutional capital and proving their networks with real use cases, does this lag suggest they’re moving in line with the broader altcoin market rather than diverging? 🤷‍♂️

Solana and XRP Face Risk-Off, Market Despite Momentum

Macro volatility is clearly showing up in the altcoin market. 🌀

Even though BTC.D dipped below 60% in a mid-August-style move and fell 1.7% over the past two weeks, the Altcoin Season Index is still nowhere near a full-blown “altcoin season” – Signaling weak rotational flows. 🧊

It’s clearly visible on the charts too. The SOL/BTC ratio has made two lower lows since its mid-September peak of 0.002, putting the 0.0015-support at risk of breaking. Meanwhile, XRP/BTC has been failing to clear the resistance. 📉

As can be seen on the charts, XRP/BTC is now approaching the 0.000025 short-term ceiling, up 1.14% for the month. Still, XRP seemed to be roughly 22% below the $2.50-resistance, showing it’s under pressure despite the minor gains. 💸

In short, the lack of rotational flows highlights a key divergence this cycle. 🧠

Despite Solana and XRP hitting bullish milestones in 2025, including strong institutional adoption, strategic partnerships, liquidity growth, and ETF activity, their price action hasn’t kept pace. 📉

Momentum and fundamentals are solid, but until altcoin flows pick up, both SOL and XRP will continue to move in line with the broader market. Rather than carving out their own breakout. 🚶‍♂️

Read More

2025-11-21 15:55