While Solana’s price action reflects the broader market’s corrective phase, a closer look reveals significant strategic activity within its decentralized finance ecosystem. Recent partnerships and integrations point to ongoing expansion efforts, even as investors broadly focus on risk reduction.
The current trading context underscores the tension. SOL is trading at $87.99, a level that represents its 52-week low and places it approximately 62.5% below its 52-week high.
Institutional Flows Defy Broader Market Trend
An interesting divergence has emerged between price volatility and institutional investment behavior. On February 5, Solana spot ETFs recorded net inflows of $2.82 million. This occurred on the same day that Bitcoin and Ethereum ETFs experienced net outflows.
This took place against a challenging macro backdrop for digital assets. The recent market correction erased roughly $350 billion from the total cryptocurrency market capitalization. Furthermore, the period saw $1.46 billion in liquidations globally.
Analyst outlooks are adjusting to current conditions. Standard Chartered has revised its year-end 2026 price target for Solana downward from $310 to $250. However, the institution maintains its higher projections for the years leading to 2030.
For the immediate technical picture, market experts identify a crucial zone. The $80 to $82 range is viewed as an area SOL needs to hold to avoid testing lower support levels.
Should investors sell immediately? Or is it worth buying Solana?
Jupiter Secures Major Strategic Investment
In a key development last Friday, the Solana-based DEX aggregator Jupiter finalized a $35 million strategic investment from ParaFi Capital. A notable detail of the transaction is that it was settled entirely in Jupiter’s native stablecoin, JupUSD. This settlement effectively doubled the circulating supply of JupUSD.
The newly acquired capital is earmarked for expansion across three core areas:
* Perpetuals
* Lending
* Stablecoins
Concurrently, Jupiter has integrated Polymarket. This move allows users to access on-chain prediction markets directly through the Jupiter interface, eliminating the need to switch between applications. The strategy is clear: more integrated functions aim to increase user engagement and overall activity within Solana’s DeFi landscape.
Pump.fun Acquires Vyper in Platform Consolidation
Further consolidation is occurring at the application layer. Also on Friday, Pump.fun completed the acquisition of the Vyper Trading Terminal. The integration is designed to enhance the trading capabilities available on the Pump.fun platform.
Key implications for users include:
* The core Vyper application is scheduled to be shut down on February 10, 2026.
* Vyper users will receive fee cashbacks for migrating to the Pump.fun terminal.
* This deal arrives during a period where the Pump.fun token (PUMP) has, according to the source, faced sustained downward pressure for months.
This acquisition represents a classic industry consolidation play, aiming to merge features and user bases rather than leaving them fragmented across multiple platforms.
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