Solana’s TVL Surges Amid $2.36 Billion Inflows from Ethereum, but ETH Recovers Nearly Half

As a seasoned analyst with a knack for deciphering complex blockchain data, I find myself constantly amazed by the intricacies of this rapidly evolving landscape. The recent surge in Solana’s TVL, while impressive, paints only half the picture. A more nuanced view reveals that Ethereum is actually recovering a significant portion of these inflows.


The well-regarded blockchain Solana (SOL) has attracted noticeable investments from other blockchains, leading to an increase in its Total Value Locked (TVL). However, a closer look at the data reveals a more complex scenario, as Ethereum (ETH) recouped approximately 42% of the inflows into Solana.

Based on information from Artemis Labs provided by DeFi Report’s founder, Michael Nadeau, it appears that Solana has experienced significant investments so far this year, with around $2.36 billion originating from Ethereum. However, it’s worth noting that $1 billion of those funds have flowed back into Ethereum.

The data shows that only 2.7% of Ethereum’s TVL migrated to Solana year-to-date, with the second-largest network by market capitalization seeing $6 billion of net outflows so far this year. 83% of those outflows, Nadeau wrote, went to Layer-2 networks within its ecosystem, where they “continue to drive value to the L1.”

In the last month, Base has led in terms of net inflows with a total of $463 million, while Solana follows closely behind with $197 million. SuiNetwork is third with a net inflow of $120 million.

On a year-to-date basis, Arbitrum holds the top spot, but if we take a broader view, Solana shows promising growth in terms of inflows compared to other platforms.

— Michael Nadeau | The DeFi Report (@JustDeauIt) October 30, 2024

The data also shows that over the past month, Coinbase’s Layer-2 network Base led in terms of net flows, with $463 million entering the network. Solana came in second with $197 million of net flows, ahead of Sui’s $120 million.

So far this year, the layer-2 networks of Ethereum have been dominating in terms of total inflows, but it’s Arbitrum and Optimism that are leading the pack, with Arbitrum reporting approximately $2.4 billion and Optimism seeing around $2.2 billion. Base comes in third place, recording about $1.6 billion in net flows.

This year, Solana’s growth has stood out particularly, as its price has surpassed many other digital currencies to such an extent that it’s approaching Binance Coin (BNB) to potentially take the fourth spot as the largest digital currency in terms of market cap.

It’s important to note that while these two cryptocurrencies function as fuel for their respective decentralized finance systems within the blockchain, they have significantly different methods of controlling their supply.

In contrast to BNB, which has a real-time burning feature implemented through BEP-95 that incinerates a portion of the gas fees in every block to limit its overall circulation, Solana lacks a capped supply and instead employs an inflation mechanism.

Solana is a digital currency that experiences inflation as its supply expands at a fixed pace. Initially, 500 million units of this cryptocurrency were set aside during the formation of the genesis block, which was the first block on the blockchain. The current total in circulation now amounts to approximately 587 million Solana tokens.

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2024-11-01 03:13