Over $30 billion worth of Solana [SOL] is currently staked, earning yield. Until now, however, that capital has been largely excluded from DeFi activity.
Notably, Jupiter, Solana’s leading DEX aggregator, has launched native staking as collateral. The feature is now live on Jupiter Lend, unlocking a significant pool of capital
Liquidity expansion enters a new phase
Staked SOL can now be used as collateral without the need to unstake, improving capital efficiency. By collateralizing staked tokens, yield remains intact while fresh liquidity enters the market.
This development could significantly increase available liquidity across the Solana ecosystem. More collateral means more borrowing, and more borrowing means more trading activity.
Solana may be on the verge of reigniting cooling volumes. According to the recent Volume Bubble Map data, Sol trading activity was flashing cooling signals.
Source: CryptoQuant
Network activity is slowly reacting
The impact is already visible on Solana on-chain metrics.
Over the last few hours, the recent sharp drop in the number of Active Addresses has started to flatten. Participation is gaining momentum, and traders are returning.
Liquidity typically drives engagement, and in turn, engagement fuels volatility. This sequence now appears to be unfolding in real time.”
Whales position early
Order distribution data shows a large share of activity coming from SOL whales.
That detail matters. When large players position ahead of structural liquidity changes, it often signals strategic intent. Whales move early. Retail follows later.
Their dominance increases the probability of momentum expansion.
Source: CryptoQuant
$80 demand zone faces the test
On the daily chart, SOL is testing a key demand zone around $80. That level aligns with pennant support. The confluence strengthens its importance.
If liquidity expands and whale activity persists, the $80 zone could act as a reversal platform. However, if it fails, the structure could weaken and create more room for a further bearish run.
Therefore, Solana’s fundamentals and positioning are improving. The token price is consolidating, and liquidity is being unlocked. Solana now stands at a critical inflection point, with a reversal appearing increasingly likely
Source: TradingView
Final Summary
- Jupiter enables native staked SOL as collateral, unlocking $30 billion in capital.
- Whale orders and active addresses surge as SOL tests $80 support.
Source: https://ambcrypto.com/solana-how-30b-in-staked-sol-unlocks-new-defi-liquidity/
