BONK Jumps More Than 10% in 24 Hours as Momentum Pushes Price Higher

Article with URL Citations

Shares in BONK have surged more than 10% in 24 hours as renewed investor momentum has pushed the price higher. The rise follows broader market optimism in digital assets and crypto-linked equities. Analysts point to a mix of institutional interest and regulatory clarity as key drivers.

Recent regulatory developments have supported crypto's integration into traditional finance. The Digital Asset Market Clarity Act passed in July 2025 has helped define jurisdiction for digital tokens, reducing uncertainty. This clarity has fueled growth in stablecoins and ETFs, which are increasingly being adopted in core financial systems according to market analysis.

At the same time, Solana has shown strong performance in real-world asset tokenization. December 2025 data showed a 10% month-over-month increase in Solana's RWA value, reaching $873.3 million. Tokenized assets now include U.S. Treasuries, institutional funds, and even stocks like Tesla and Nvidia according to on-chain data.

Why Did This Happen?

The rise in BONK reflects broader optimism in the crypto market, especially in tokenization and institutional adoption. Solana's record-breaking RWA growth has drawn attention, with BlackRock's BUIDL Fund and Ondo's USD Yield Product leading the way according to market reports.

Regulatory clarity has also played a role. The passage of the GENIUS Act in 2025 has helped expand the stablecoin market, pushing its value from $200 billion to over $300 billion. This growth has attracted institutional investors and traditional financial firms according to financial analysis.

Market reactions to the BONK rally have been mixed. While BONK's price climbed, SOL traded at around $125 on January 2, 2026—a lower price than at the start of 2025. Despite the price drop, on-chain metrics and institutional inflows suggest long-term confidence in the Solana ecosystem according to market data.

Data from on-chain analytics firm Santiment shows heavy buying activity from large holders. These movements, along with institutional inflows of $7.5 million for Solana-based investment products, signal ongoing interest according to analytics.

What Are Analysts Watching Next?

Analysts are closely watching the U.S. CLARITY Act's progress in 2026. If passed, the bill could accelerate tokenization and drive Solana's price higher. Bitwise, a major crypto asset manager, has expressed strong bullish sentiment for Solana if the bill becomes law according to industry analysis.

Meanwhile, the Solana network faces valuation risks. The network value to transactions (NVT) ratio is at a seven-month high, signaling potential bearish pressure. However, long-term holders have returned to accumulation, offering some support to the price according to market data.

BONK's upward move also comes amid broader market consolidation. While digital asset investment products experienced $446 million in outflows last week, specific tokens like Solana and XRP attracted inflows. Germany emerged as a notable buyer of XRP, with $35.7 million in inflows according to market data.

Legal developments in the crypto space also remain under scrutiny. A class action is being pursued against Balancer, following a $128 million exploit in late 2025. Investors who purchased Balancer (BAL) may be eligible for compensation according to legal reports.

Institutional players like Western Union are also investing in Solana's ecosystem, building a stablecoin settlement platform set to launch in H1 2026. This move could further boost institutional adoption of the blockchain according to industry reports.

The BONK rally is part of a broader market narrative in early 2026. While crypto markets remain at a crossroads, on-chain activity and institutional flows suggest cautious optimism for specific ecosystems like Solana according to market analysis.