On September 27, 2025, ETF analyst Nate Geraci predicted that several Solana (SOL) staking ETF applications could receive U.S. Securities and Exchange Commission (SEC) approval within two weeks, per Cointelegraph. Geraci, president of The ETF Store, highlighted amended S-1 filings from Franklin Templeton, Fidelity Investments, CoinShares, Bitwise Asset Management, Grayscale Investments, VanEck, and Canary Capital, submitted on September 26, 2025, per. These filings include staking provisions, allowing ETFs to earn yields on held SOL, potentially marking the first U.S.-listed staking ETFs, per. Geraci posted on X, “Guessing these are approved [within the] next two weeks,” adding, “Get ready for October,” per.
The prediction follows the June 30, 2025, launch of the REX-Osprey Solana Staking ETF (SSK) on the Cboe BZX Exchange, the first U.S. staking crypto ETF, which saw $33M in trading volume and $12M in inflows on day one, per. Pantera Capital called SOL “next in line for its institutional moment,” citing under-allocation relative to Bitcoin (BTC) and Ethereum (ETH), per. Bitwise’s European Solana staking ETP attracted $60M in inflows over five days ending September 26, 2025, with CIO Hunter Horsley noting “Solana on people’s minds,” per. Bitfinex analysts suggest altcoin rallies hinge on such ETFs, per.
The filings’ staking language “bodes well for spot ETH ETF staking,” per Geraci, following the SEC’s May 2025 ruling that staking isn’t a security, per. 10x Research’s Markus Thielen told Cointelegraph staking could “dramatically reshape” ETH ETFs, per. Issuers await SEC permission for ETH staking, filed earlier in 2025, per. Hyperliquid (HYPE)’s first ETF filing and the SEC’s approval of generic crypto ETF standards signal a broader wave, per. Bloomberg analysts peg Solana ETF odds at 95% for 2025, per.
SOL trades at $184.50, down 4.4% daily amid ETF delay concerns, but approvals could push it to $250 by year-end, per. BTC ($113,234) and ETH ($4,070) remain stable, per CoinMarketCap, but Solana’s $8.6B DeFi TVL and 64.8% staked supply position it for growth, per. Investors should monitor SEC filings on sec.gov and ETF flows via SoSoValue. Dollar-cost average into SOL with stop-losses below $170, or diversify into USDC, per TradingView. Follow @TheBlock__ on X for updates. Solana ETFs could ignite an altcoin season, with $500M+ inflows projected, per.
