Crypto Markets Rally on Ceasefire - Will $SOL ETFs Inflows Follow?

Global markets breathed a sigh of relief this morning, with over $120B added to crypto’s total market cap as the U.S. and Iran agreed to a two-week ceasefire.

Having watched $SOL ETFs suffer their biggest daily outflows YTD amidst the uncertainty leading up to President Trump’s deadline, investors now look to see if funds like $BSOL can bounce back and continue growing AUM.

Does the ceasefire mark a definitive end to the US-Iran conflict, or will markets find themselves in a similar position in two weeks time?

$SOL Up 5.5% in Market Surge

Just hours after Donald Trump threatened “a whole civilization”, the United States and Iran have agreed to a two-week ceasefire. Claiming that military goals have been achieved, the two nations are reportedly expected to meet in Islamabad, Pakistan, to negotiate towards a long-term peace deal.

With tensions easing, global markets have rebounded emphatically. In the last 24 hours alone, over $120B has been added to the total market capitalization of crypto assets, with $BTC and leading majors like $ETH and $SOL gaining 5%.

According to Coinglass data, over $425M in short positions have been wiped out in the past 24 hours, marking the largest single-day short liquidation event since March 4th. On the other side of capital markets, the prospect of a peaceful resolution liquidated over $80M in WTIOil longs, which have become a proxy bet for ongoing conflict and disruption.

With the ceasefire deal including a clause to reopen the Strait of Hormuz, markets are optimistic that the global economy will avoid the prophesied energy crisis caused by an oil supply shortage.

Can $SOL ETFs Rebound From Worst Day in 2026?

The lead up to President Trump’s deadline was undoubtedly one of the most uncertain periods in recent history. Trump’s threats against a “whole civilization” led many commentators to believe that the U.S. military may have been preparing nuclear strikes, sowing extreme fear and uncertainty throughout markets.

Against this backdrop of unprecedented geopolitical chaos, Solana ETFs suffered their worst day of net flows in 2026. Over $15.4M of capital flooded out of $SOL ETFs, with Bitwise’s $BSOL, the largest fund, witnessing $13.34M in net outflows.

However, the abrupt turnaround in market dynamics suggests that Solana ETFs could see strong capital inflows for the remainder of the week. If peace talks between the U.S. and Iran yield positive results, institutional capital may be more willing to take risk-on positions in crypto assets like $SOL.

What Happens When the Two-Week Ceasefire Ends?

Donald Trump’s second term has been punctuated by volatility, instability, and uncertainty. While the two-week ceasefire provides a brief window of relief, there’s no guarantee that peace talks will succeed. The proverbial deadline has been extended, but the world may still find itself once again in the grip of chaos on April 20.

According to Polymarket data, the world’s traders are optimistic that the United States will conclude military operations against Iran by April 30. However, market odds are giving a peaceful withdrawal by April 15 a 17% chance of passing, suggesting that negotiations are not expected to be resolved in the immediate term.

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