XRP Surges Ahead of Solana in ETF Capital, CLARITY Act Seen as Key Catalyst

XRP has taken a significant lead in exchange-traded fund (ETF) capital over Solana, despite the latter's stronger token performance. According to market analyst Sam Daodu, XRP ETFs have absorbed $1.39 billion in cumulative inflows since their November 2025 debut, while Solana funds launched a month earlier have gathered $1.12 billion.

The roughly $270 million gap between the two has held even as XRP slipped well off its summer 2025 high. SOL has logged stronger token performance across much of the year, yet ETF capital keeps flowing in favor of XRP.

Daodu argued that the structural difference is regulatory, not technical. The CLARITY Act would set defined rules for XRP custody, collateral treatment, and balance-sheet exposure, a compliance template that pension funds and regulated asset managers need before deploying capital at scale.