Solana and Ethereum Primed for Explosive Rally – Crypto VC Reveals Why

Blockchain heavyweights Solana and Ethereum are gearing up for a major price surge—here’s what’s fueling the momentum.

### The Layer-1 Showdown Heats Up

Ethereum’s scaling upgrades and Solana’s blistering throughput are finally silencing the 'blockchain trilemma' crowd. VC money’s flooding back—no surprise when APYs start outpouring hedge fund returns (for now).

### Institutional FOMO Kicks In

With Bitcoin ETFs old news, big money’s rotating into altcoins. Solana’s institutional inflows just hit a 90-day high, while Ethereum’s Shanghai upgrade locked in staking demand. TradFi players still can’t spell 'decentralization,' but they’ll front-run the narrative anyway.

### The Cynical Take

Let’s be real—half these VCs missed the last bull run and are now overcorrecting. But when liquidity’s this cheap, even wrong analysis gets rewarded. Tick-tock on the Fed’s next pivot.

Source: Ryan Watkins/X

Tokenized stocks debut on Solana, Ethereum

The most notable headlines this week have been on-chain stocks. Or, simply, tokenized stocks of major public firms and even private firms that are yet to go public. 

These are derivatives that track the performance of underlying stocks, allowing retailers to gain exposure without directly owning the stock. 

Think of them as CFDs (Contracts of Difference) but issued on a blockchain, accessible globally and traded 24/7. 

At the moment, Solana and Ethereum chains seem to be the primary beneficiaries of this trend. 

Robinhood, a retail-focused trading platform, recently launched tokenized U.S. stocks for its E.U. users, allowing 24/5 access for over 200 equities. 

The trading firm also announced Robinhood Chain, an L2 on Ethereum, as part of its broader operations.

According to Vivek Raman, founder of the ETH ecosystem marketing firm, Etherealize, the MOVE was a bet on ETH. 

The on-chain stocks also launched across Solana, available via Kraken exchange and DEX (decentralised exchange) aggregator Jupiter exchange. 

Unlike Robinhood, Solana’s offering, xStocks, trades 24/7 and is reconciled before the next opening of the U.S. trading day.

And more stocks, ETFs, and tokenized assets will be available on-chain. 

While it’s too early to tell whether the trend will hold or fade, the past three days have shown genuine interest. Per Dune Analytics data, xStocks have hit $8.5 million in volume, and overall transactions surged to 25k. 

Source: Dune Analytics

Paired up with the expected stablecoin boom, tokenized stocks, and corporate treasury trend, analysts foresee these institutional adoption and narratives as catalysts for ETH and SOL. 

Commenting on the trend, Coinbase analysts said, 

“Equities could join dollars and Treasuries as the next real-world asset class to find meaningful product-market fit on public blockchains—well ahead of most expectations.”

Should these projections play out and fuel the underlying blockchains, SOL and ETH could offer better risk-adjusted returns in the mid to long term.