Solana Reclaims $100 Amid Regulatory Wins, But Can It Hold?

Solana's price recovered quickly after falling below $100 on September 13 due to a Senate vote, suggesting that short-term holders and leveraged positions were cleared while spot demand remained stable.

The network has been quietly growing, with fees under a cent, pre-confirmation latency of about 400 milliseconds, and a target slot time the network aims to cut to 250 milliseconds. However, its price has not reflected these advancements, down 59.1% over the past year.

Despite regulatory wins, Solana's activity grew while its price fell, with total value locked in lending and liquidity applications increasing by 23%, and decentralized exchange volume rising by 7.8%. The SEC designated SOL as a core ETF asset, qualifying it for spot product frameworks alongside Bitcoin and Ethereum, and the agency announced its Innovation Exemption, allowing Tokenized Securities Venues to trade tokenized NMS stocks through permissioned automated market maker pools.

The case for buying Solana now centers on a disparity between its network's growth and regulatory advantages and its down 59.1% over the past year price. Investing at these prices means buying into activity and regulation that hasn't been priced in yet, and that gap can stay open for a long time.