→ SOL is down 68% from its ATH of $293. Same price as early 2021. → SOL is a far better asset today than it was in 2021. ++ ETFs ++ 2 Years with no outages ++ Supply is better distributed, no more FTX shadow ++ Flipped Ethereum on almost every metric except for TVL and Market Cap → Assuming BTC +$100K, the 1-year base case $180-$250 (50%) The main risk is complacency. Similar to Ethereum when it downplayed the growth of Solana.
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This is what Claude has to say about Solana
→ SOL is down 68% from its ATH of $293. Same price as early 2021.
→ SOL is a far better asset today than it was in 2021.
++ ETFs
++ 2 Years with no outages
++ Supply is better distributed, no more FTX shadow
++ Flipped Ethereum on almost every metric except for TVL and Market Cap
→ Assuming BTC +$100K, the 1-year base case $180-$250 (50%)
The main risk is complacency. Similar to Ethereum when it downplayed the growth of Solana.