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yellow.comAUG 154 min read$SOL-USD

Solana Loses 97% Of Traders During 2025 As Institutional Money Exits

The article says Solana (SOL) saw a 97% drop in active monthly traders in 2025, from about 30 million to under 1 million, citing on-chain data. It claims network revenue fell from about $2.5 billion in 2024 to about $500 million in 2025. It also notes SOL hit an all-time high near $296 in Nov 2024 and later declined about 58%, with retail buying while institutional wallets exit.

Original reporting
yellow.com
Published Aug 15, 2026, 10:41 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 16, 2026, 6:12 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
Solana Loses 97% Of Traders During 2025 As Institutional Money Exits — source image
Source · yellow.com
Decision brief

The 30-second read

$SOL-USDBearishLow
01

Why it matters

The core trade-relevant claim is sustained deterioration in activity and revenue during 2025, which would typically reduce confidence in SOL’s ability to attract capital and sustain network monetization.

02

Market read

Framing is bearish for SOL due to reported collapse in traders and revenue, but the article provides no new, time-specific catalyst beyond historical trend claims.

03

What to watch

The article cites unnamed traders and on-chain correlations without methodology; SOL could be affected by exchange flows, tokenomics changes, or measurement differences in “active traders” and “revenue.”

Relevance 4/10Novelty 3/10Timing: no specific event date, uses 2025/2024 historical on-chain trends

Background

The piece attributes Solana’s drawdown to institutional wallet exits and a retail-led trading base, citing on-chain wallet-size divergence and memecoin-linked demand.

Company-level read

Ticker impact

$SOL-USDBearishMedium confidence
Context

Article claims Solana active monthly traders fell from ~30M to under 1M in 2025 and network revenue dropped fivefold.

Expected impact

Bearish bias, with downside risk skewed unless activity metrics stabilize or a major ecosystem catalyst emerges.

Evidence & confidence

The text provides specific, large magnitude metrics (97% trader decline, 5x revenue drop) tied to institutional wallet exits, which typically pressures liquidity and valuation.

Market effects

Sector

Highlights a broader risk that institutional de-risking can overwhelm retail-driven crypto activity, pressuring L1 valuations tied to trading volume.

Regional

none stated

Global

none stated

Counterpoint

What could challenge this read

Retail wallet growth and memecoin correlation could mean activity is shifting rather than collapsing, with revenue and trader counts lagging true usage.

Key entities

  • crypto network
    Solana

    Subject of the article, with claims of 97% trader decline and fivefold revenue drop in 2025.

  • crypto network
    Ethereum

    Used as a comparison benchmark for revenue performance, not the article’s primary subject.

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