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![CryptonationN Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1368561997277655046.png) CryptoNation [@CryptonationN](/creator/twitter/CryptonationN) on x 22.9K followers
Created: 2025-07-02 17:04:17 UTC

📢 The first U.S. listed Solana ETF officially went live today, with native staking support.

Let’s break down why this could mark the start of a Solana supply shock 👇

🔹 Total SOL supply: 604.3M

🔹 Circulating supply: 534.6M

🔹 Actively staked: 391M SOL (~65%)

That leaves just 143M $SOL, roughly XX% of total supply, liquid and unstaked.

And now, ETFs are entering the picture.

If just $25M - $30M flows into the ETF on Day 1, at today's price, that’s roughly 160K - 200K SOL.

Those tokens are likely to be held in custodial vaults out of circulation.

Now pair that with the already high staking ratio, and you’ve got a tightening supply loop.

This launch came from Rex Shares and Osprey.

But Fidelity, VanEck, Franklin Templeton all three have filings in progress.

If institutional flows into $SOL come similar to what we saw with $BTC and $ETH ETFs, we could quickly reach a point where demand far outpaces available liquid supply.

And that’s when the major price pump will happen.

![](https://pbs.twimg.com/media/Gu3i5wIWoAAZzqq.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940456507205996589/c:line.svg)

**Related Topics**
[25m](/topic/25m)
[$25m](/topic/$25m)
[liquid](/topic/liquid)
[$sol](/topic/$sol)
[sol](/topic/sol)
[staking](/topic/staking)
[fund manager](/topic/fund-manager)
[solana](/topic/solana)

[Post Link](https://x.com/CryptonationN/status/1940456507205996589)