🥛 Is John sleeping on SOL? 😴

Q: Solana ETFs pulled in a record $188M in one week and validators voted to halve new SOL issuance, but

Solana ETFs pulled in a record $188M in one week and validators voted to halve new SOL issuance, but John remains cautious short-term with the macro index still RISK OFF.

Q: Alpenglow went live on testnet, cutting Solana's finality from ~12.8 seconds to ~150ms, but no mainn

Alpenglow went live on testnet, cutting Solana's finality from ~12.8 seconds to ~150ms, but no mainnet date is set.

Q: Robinhood Chain has overtaken Solana in tokenized stock trading at ~39% market share, while Solana c

Robinhood Chain has overtaken Solana in tokenized stock trading at ~39% market share, while Solana clawed back to ~35%.

·Tuesday, September 29, 2026·5 min read

Crypto/Web3 Finance Technology

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AI Summary

Milk Road's newsletter analyzes Solana's pivot from retail memecoins to institutional adoption, with John remaining bullish long-term but cautious short-term. Key developments include record SOL ETF inflows, validator vote to cut issuance, and the Alpenglow upgrade reducing finality to 150ms. Also covers Ethereum's path to $10K and Vitalik's 2030 vision.

Key Facts

✓Solana ETFs pulled in a record $188M in one week and validators voted to halve new SOL issuance, but John remains cautious short-term with the macro index still RISK OFF.

✓Alpenglow went live on testnet, cutting Solana's finality from ~12.8 seconds to ~150ms, but no mainnet date is set.

✓Robinhood Chain has overtaken Solana in tokenized stock trading at ~39% market share, while Solana clawed back to ~35%.

Author Takes

Bullish

Solana (SOL)

Bullish long-term on SOL but in no rush to buy short-term because it hasn't found a catalyst or narrative to pull energy back in.

Bullish

Ethereum (ETH)

Ethereum's setup for $10K is finally starting to make sense, potentially triggering the next altseason.

🥛 Is John sleeping on SOL? 😴

AI Summary

Key Facts

Author Takes

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