Prediction evidence

Quoting · 21 Aug 2026, 15:20 UTC · context given to the AI

Think $SOL is about to make a big comeback and is the most asymmetric major over the next 6 – 18 months. Some notes. 1. After 10 months in a row of down only, most retail and funds have capitulated, leaving only committed holders 2. One of three index assets alongside BTC and ETH that both retail and institutions will reflexively bid once it’s clear we’re back 3. Highest concentration of revenue generating apps and some of the strongest network effects of any general purpose L1 4. Solana has the most credible path to scale of any L1 w/ slot times approaching 200ms by end of Sept 5. Upcoming SIMDs will strengthen SOL economics through increased fee burns and lower inflation. Estimate Solana REV could 2x – 4x in next year easy 6. Stablecoin volumes rivaling Ethereum, Tron, Base for top payments chain 7. Tokenized equity volumes are ramping with Solana as the leader across all L1s 8. Long tail markets like memecoins, TCG, and MetaDAO “ownership” (startups) coins are all accelerating 9. Social trading apps like Fomo and Pump are onboarding a big wave of new users with Solana as the largest beneficiary There were many reasons to be critical about Solana over the past year, but the past is becoming past. Fundamentals look great and the value capture story will only improve with each passing quarter. Targeting much much higher.