# Solana (SOL): Buy, Sell or Hold? Supply and Demand Signal (Oct 2026)

*Live page: https://mrnasdog.com/research/sol · checked Oct 11 2026*

Is Solana worth buying today? By the law of supply and demand, the long-run signal for SOL is **mixed** (score 6/10, checked Oct 11 2026).

- **Signal:** mixed (by the law of supply and demand)
- **Score:** 6/10 — supply 2/5, demand 4/5
- **Supply growth:** +1.26% in 90 days · +5.19% in a year
- **How much people want it:** strong (4/5)
- **Price drivers:** 2 ▲ price up · 0 ▼ price down

## Supply — new SOL in the next 90 days

Stakers get about 5.2M new SOL a quarter and locks keep opening every month; a 79K SOL fee burn barely dents it, so supply grows about 1.7% every 90 days.

Over the next 90 days SOL supply changes +1.26%; across a full year, +5.19%. That puts supply at 2/5 (growing).

## Demand: how much people want SOL

People's appetite for Solana is **strong**: 4/5, ranked #9 of 110.

(Members see more SOL demand detail on the page; it is not repeated here.)

## SOL price drivers the score does not count

Besides supply and demand, we track 2 price drivers for Solana: 2 ▲ and 0 ▼ right now.

### ▲ Big buyers

ETFs hold about 16M SOL, nearly double Forward's 8.5M.

Good for the price: More big buyers. Bad for it: Fewer. Now: ▲ up side.

| Date | US ETFs | Forward Industries |
|---|---|---|
| Jul 31 2026 | 11,814,000 SOL | — |
| Aug 31 2026 | 13,940,000 SOL | — |
| Sep 30 2026 | 16,147,000 SOL | 8,501,298 SOL |
| Oct 8 2026 | 15,871,000 SOL | — |

*Checked Oct 10 2026*

### ▲ Network stops

Solana stopped 6 times by 2024. None in 978 days.

▲ Price up if: No stops. ▼ Price down if: A new stop. Today: the price-up case.

| Period | Value |
|---|---|
| Jul 2021 | 1 stops |
| Jul 2022 | 3 stops |
| Jul 2023 | 1 stops |
| Jul 2024 | 1 stops |
| Jul 2025 | 0 stops |
| Jul 2026 | 0 stops |

*Checked Oct 11 2026*

## Should you buy SOL? Questions about Solana

### Is it a good time to buy Solana today?

Supply and demand point to a mixed long-run signal for Solana (Oct 11 2026, score 6/10). Solana adds +1.26% new supply in 90 days, and demand reads strong (4/5). Solana's price drivers: 2 ▲ price up, 0 ▼ price down.

### Why is Solana dropping when its drivers look good?

Likely new supply, plus the wider market. Both Solana drivers point up: ETFs hold about 16M SOL, and the network has not stopped in 977 days. But Solana adds +1.27% new supply in 90 days, so buyers have to keep absorbing fresh coins. For Solana, the supply-and-demand signal is mixed right now.

### Is Solana a better buy than Ethereum right now?

Ethereum reads a little better. It scores 7/10 with a positive signal, while Solana sits at 6/10, mixed (Oct 10 2026). Solana has stronger demand, 4/5 against 3.5/5, but its new supply is much higher: +1.27% in 90 days versus +0.21%. By supply and demand, Solana's long-run signal is mixed today.

### Could Solana ever hit $1,000?

Solana trades near $110 (Oct 11 2026). $1,000 a coin means a $589B market cap, 9.1 times today's $64.6B. Solana's supply also grows +5.19% in the next year, so every extra coin needs buyers too. That leaves Solana's long-run signal at mixed, by supply and demand.

### Should I sell my Solana now?

We would read Solana differently if new supply keeps arriving (+1.26% in 90 days), or demand falls from strong. Until then Solana's signal stays mixed.

### Is Solana a good long-term investment?

Solana scores 6/10 on our framework (Oct 11 2026): supply 2/5 (growing), demand 4/5. Over the next year Solana's supply changes +5.19%. The long-run signal is mixed.

### How do I know when to buy Solana?

Supply and demand favor Solana most when little new supply is coming, demand is strong and the price drivers point up. Right now Solana has +1.26% new supply in 90 days (growing), demand strong (4/5), drivers 2 ▲ / 0 ▼.

### Will Solana go up in 2026?

Solana's price drivers today: 2 pointing up, 0 pointing down, out of 2. ▲ Big buyers: ETFs hold about 16M SOL, nearly double Forward's 8.5M. ▲ Network stops: Solana stopped 6 times by 2024. None in 978 days.

### Is Solana a better investment than Bitcoin?

Solana: mixed signal, 6/10 · Bitcoin: positive signal, 8.5/10 (Oct 11 2026). By supply and demand, Solana reads weaker than Bitcoin today.

## Next steps for SOL

- Every SOL unlock and burn, explained: https://mrnasdog.com/research/sol/inflation
- Compare SOL with 100+ coins: https://mrnasdog.com/coins
- The method behind the SOL score: https://mrnasdog.com/research/pressure-framework/full

*Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice.*