Solana (SOL) Daily Market Analysis 05 July 2026

Solana (SOL) holds near $81.39 after a strong weekly rally, driven by governance upgrades and surging tokenized asset adoption. • On-chain governance launched 2 July with a 100,000 SOL proposal threshold and 15% staked support requirement • Tokenized real-world asset transfers surged 120% to $8.53 billion, hitting a record $3.6 billion market • Securitize listed tokenized stock on Solana 2 July, signaling institutional adoption for asset settlement • Spot SOL ETFs saw $521,000 net inflows, with $1.1 billion total accumulated since launch • Derivatives show balanced leverage – neutral funding rates and 63% long bias without extreme crowding