Alpenglow Mainnet Is Live, So Why Is SOL Down? My $103.8 Long

Solana flipped on Alpenglow yesterday. Finality dropped from 12.8 seconds to 150 milliseconds. Then SOL fell 4% overnight anyway, to about $104. The upgrade didn’t fail. Wall Street did. Tesla and Meta reported after the close, Nasdaq futures sank, and crypto followed. Below, I cover what shipped, why the price ignored it, the macro behind the dump, a bit of SOL TA, and my long from $103.8. What Shipped With the Alpenglow Mainnet Activation Anza activated Alpenglow on Solana mainnet-beta on Wednesday, October 21, around 14:00 UTC at slot 459,653,000.