Can Solana Outperform Ethereum with ETF Approval?

With Solana’s rapid rise and potential U.S. ETF approval on the horizon, the crypto market is abuzz with speculation over whether Solana (SOL) could outperform Ethereum (ETH). Experts say ETF approval could open broader access for investors and reshape market flows, but Ethereum’s strong institutional base keeps it ahead for now.

Ether ETFs began trading in July 2024, recording $107 million in first-day net inflows and opening the door for institutional investors. Meanwhile, Solana’s market structure has advanced significantly, with CME launching SOL futures in March 2025 and options expected on October 13, pending approval.

In September 2025, the U.S. SEC adopted “generic listing standards” allowing faster approval for spot-commodity exchange-traded products beyond Bitcoin and Ethereum  a move that could pave the way for a Solana ETF. Solana’s network revenue hit $271 million in Q2 2025, outperforming other major blockchains in activity and speed. However, Ethereum still dominates 60% of total stablecoin transfers, highlighting its continued network strength.

Market Overview:

If the U.S. approves a spot Solana ETF, it could boost demand and liquidity especially as CME expands derivatives offerings. Analysts note that sustained ETF inflows, strong onchain usage, and developer activity could help Solana challenge Ethereum’s dominance. However, Ethereum’s deeper institutional trust and longer track record still make it the benchmark for long-term investors.

“Solana’s ETF approval could mark the next big phase in crypto accessibility,” said a market analyst. “But lasting outperformance depends on whether ETF inflows lead to real onchain adoption.”

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