XRP ETF vs. Solana ETF Inflows: A Head-to-Head Comparison (November 2025)

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The altcoin ETF boom of late 2025 continues to defy broader market woes, with Bitcoin and Ethereum funds bleeding over $5.3 billion combined since early November amid a 12% crypto index drop. In stark contrast, Solana (SOL) and XRP ETFs are the undisputed stars, pulling in nearly $1.16 billion in combined net inflows over the past month—outpacing all other non-BTC/ETH products and signaling a massive rotation into regulated altcoin exposure. Solana's staking-enabled funds have notched an impressive 20-day inflow streak since their October 28 debut, while XRP's spot products exploded in just two weeks post-November 13 launch, driven by a "fee war" slashing costs to near-zero.


This divergence isn't just numbers—it's a tale of two ecosystems: Solana's high-yield DeFi appeal drawing steady institutional bets on growth (despite SOL's 30% dip from $197 highs to ~$136), versus XRP's regulatory clarity (post-SEC settlement) fueling a rapid HODLer rush amid $2.20 stability. Combined, these ETFs now hold ~1.1% of SOL's $76B market cap and 0.4% of XRP's $125B, with analysts like Ray Youssef (NoOnes CEO) forecasting 10% SOL upside to $150 and 33% XRP to $2.90 on sustained flows. But who's truly winning the race? Let's break it down with the latest data from SoSoValue, Farside Investors, and The Block.

Key Inflow Metrics: Solana vs. XRP ETFs

Launch timeline
  • Solana ETFs: October 28, 2025 (6 major funds live)
  • XRP ETFs: November 13, 2025 (5+ major funds live)
Cumulative net inflows
  • Solana: $568 million (20 straight positive days)
  • XRP: $587 million (12-day explosive run)
Daily inflow average
  • Solana: ~$28 million/day
  • XRP: ~$49 million/day → XRP wins on velocity
Latest single-day inflows (November 25)
  • Solana: $58 million
  • XRP: $164 million → XRP 2.8× bigger that day
Total assets under management (AUM)
  • Solana ETFs: $844 million (1.1% of SOL’s $76B market cap)
  • XRP ETFs: $629 million (0.5% of XRP’s $125B market cap) → Solana wins on relative capture
Tokens locked in ETFs
  • Solana: ~4.2 million SOL (staked & yielding ~6.3% APY)
  • XRP: 255 million XRP (pure spot, no yield) → Solana wins for income seekers
Fee battle
  • Solana: 0.25–0.39% (staking rewards offset most of it)
  • XRP: 0.19–0.35% with multiple 0% waivers until $1B AUM → Tie — both insanely cheap
Price reaction since respective launches
  • Solana: –30% ($197 → ~$136) despite inflows → fighting macro headwinds
  • XRP: +15% ($1.90 → ~$2.20) → inflows clearly driving price → XRP wins on correlation
12-month inflow projections
  • Solana: $5–8 billion
  • XRP: $8–10 billion → XRP slightly favored by analysts
Bottom line
  • Want speed, hype, and pure price upside right now? → XRP ETFs
  • Want steady institutional accumulation + built-in yield? → Solana ETFs
Both are crushing it while BTC and ETH bleed. The great altcoin rotation of 2025 is officially on.
Daily Inflow Breakdown (Last 7 Days, Nov 19–25)Both saw accelerating flows amid a crypto cooldown (BTC down 4%), but XRP's November 24 launches (Franklin + Grayscale) created a spike that outshone Solana's steady grind.
  • Solana: Consistent $23–$58M/day; total +$248M weekly. Bitwise BSOL dominates (44% share, $250M+ cumulative), with staking yields drawing yield-hungry institutions despite SOL's 5% weekly dip to $136.
  • XRP: Explosive $16–$164M/day; total +$422M weekly. New entrants like XRPZ (0% fees until $1B) and GXRP (trust conversion) fueled the Nov 24 record, pushing XRP +7% to $2.22 while SOL lagged at +5%.
Why XRP is Pulling Ahead (For Now)
  • Launch Timing & Hype: XRP's mid-November debuts rode Ripple's SEC win and ISO 20022 rollout (Nov 22), unlocking $250T payments narrative. Solana's October start built a streak, but XRP's "first U.S. spot" buzz (Canary XRPC: $58M day-one volume, biggest 2025 ETF debut) stole thunder—outranking Solana's BSOL launch by 3.6%.
  • Fee Wars & Accessibility: XRP's waivers (e.g., Franklin's 0% to $1B) slash barriers for retail/HODLers, vs. Solana's staking focus appealing more to pros. Result: XRP's avg daily flow 75% higher.
  • Market Sentiment: XRP sentiment on X is euphoric ("institutions waited for this—$2 won't last"), with whale accumulation +2.1% (340M XRP added). Solana's inflows are "underappreciated" per co-founder Raj Gokal, but network outages (recent 2-hour halt) add risk premium.
Solana's Edge: Long-Term MomentumDon't count SOL out—its 20-day streak (longest since BTC's 2024 run) and $421M first-week haul signal deeper institutional conviction. Staking ETFs like BSOL (now $444M AUM) offer 6.3% yields, capturing DeFi rotations from ETH (down $1.6B). Analysts see SOL hitting 1.09% market cap capture by Q1 2026, vs. XRP's 0.5%, thanks to memecoin volume (34% stablecoin share) and upgrades like Alpenglow (150ms finality).Outlook: $955M+ Combined Milestone Signals Altcoin RotationWall Street's $955M bet on XRP/SOL (per DL News) amid BTC/ETH outflows marks a "diversification pivot"—alt ETFs now 85% of non-BTC flows. Bull case: $15B+ total by mid-2026 drives SOL to $160 (+18%) and XRP to $3 (+36%). Bear risks: Macro (Fed pause) caps at $2.50/$150 if inflows slow to $20M/day. X chatter echoes the hype: "Unbroken Solana streak overlooked" vs. XRP's "battering ram" flows.
For HODLers, XRP edges for pure spot/low-fee plays; Solana for yield. Watch Nov 26–28: 21Shares' TOXR (Solana ETP) could add $50M, testing SOL's $152 resistance. DYOR (Do Your Own Research)—flows don't lie, but volatility does. What's your pick in this showdown?

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