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Future of trade: Long Solana, Short Litecoin after ETF decision?
Analysis of the trade strategy "Long Solana, Short Litecoin" in the context of possible SEC ETF permits on October 1, 2025.
Future of trade: Long Solana, Short Litecoin after ETF decision?
On October 1, 2025, a potentially promising trade environment is emerging in the crypto market. A new trade strategy is based on a combination of Solana (SOL) and Litecoin (LTC) is considered particularly attractive- especially if the US securities and stock exchange inspectorate SEC grants SEC permits for Altcoin ETFs. This assessment comes from Vetle Lunde, the Head of Research at K33, who has observed that the investor release could differentiate between these two old coins.
Lunde explicitly recommends a strategy in which investors should rely on "Long Solana, Short Litecoin". The background to this recommendation is the different trade stories of the Grayscale Trusts for both cryptocurrencies. The Grayscale Solana Trust, who recorded his trade in 2023, has proven to be stable and never acted under its net inventory value (NAV). In contrast, the Grayscale Litecoin Trust, which includes 2.65% of the circulating offer of Litecoin, often shows high discounts on its underlying assets.
Opportunities and risks in focus
A central concern with this trade strategy is the risk of a possible sales pressure by Grayscale. Solana seems to be in a better position, should the SEC give approval for the ETFs. This could stabilize the SOL price, while LTC could be exposed to greater volatility due to the high participation of Grayscale in its circulating offer. Lunde emphasizes that ETF conversion for Litecoin could result in significant drains, which would have a negative impact on the market price.
Solana and Litecoin are currently being traded at around $ 210 and 107, which means a decrease of 2% for SOL and a slight increase of 0.1% for LTC in the last 24 hours. These price movements could change with the upcoming decisions of the SEC, which will decide on the applications for an ETF on Litecoin and Solana at the beginning of October. Grayscale is one of the few providers who have applied for an LTC ETF, which could also influence the commercial landscape.
Market analysis and forecasts
In view of the current market conditions and national regulations, investors are at a critical turning point. The approval of Altcoin ETFs by the SEC could not only influence the trading strategies, but also significantly change the investors. K33 emphasized this in connection with LTC's history of strong market reactions on positive news.
In summary, it can be said that the strategy "Long Solana, Short Litecoin" is considered promising for investors who are looking for a structured access to these two cryptocurrencies. In particular, if the differences in the previous market performance and the potential effects of ETF permits are considered, this approach seems sensible. Further developments in the coming weeks will be crucial to evaluate the actual potential of this trade strategy.