Ethereum and XRP Face Off: Solana Co-Founder Drops Truth Bomb on Their Fundamental Divide

Blockchain’s biggest rivals just got a brutal reality check—straight from Solana’s inner circle.

The speed trap: Ethereum’s ’world computer’ vision stumbles on gas fees, while XRP’s banking playbook looks downright archaic next to Solana’s 50k TPS.

The institutional factor: XRP courts Wall Street with regulatory compliance, but Ethereum’s DeFi dominance keeps TradFi players addicted—even as they whine about congestion.

One burns cash validating transactions, the other burns bridges with the SEC. Meanwhile, Solana’s co-founder laughs all the way to the validator bank.

In brief

• Yakovenko believes that XRP follows an irrational dynamic that is impossible to copy.
• Omid Malekan denounces the immaturity of a market dominated by narratives and sentiments.
• Jon Charbonneau recalls that Ethereum must keep its fundamentals.
• Ripple is building a solid institutional infrastructure beyond the simple price of XRP.

Why the “XRP model” is unique according to Yakovenko

Anatoly Yakovenko, co-founder of Solana, did not mince his words:the “”. In a striking post on X, he states:

Just because something irrational happens in the world does not mean it will happen to you, or that you can make it happen.

According to him,because it relies on dynamics that defy classical rational logic. XRP managed to capture value not through strict engineering or solid fundamentals, but through a combination of,, and.

Yakovenko points out with a touch of irony:

If you cannot model why XRP or BTC have value, you cannot design it, and therefore you cannot compete with it.

In other words, without deeply understanding why, it is illusory to think one can “imitate” their trajectory.

The “XRP model” belongs to, shaped by its history, supporters, and unique ecosystem. Ethereum, with its own architecture and challenges, will have to find its path differently.

Immaturity of the crypto market: XRP, Ethereum, and the war of sentiments against fundamentals

The debate doesn’t stop there., associate professor at Columbia Business School, also added fuel to the fire by reminding that the crypto market remains ““. According to him, the recent success of XRP proves that,, andstill weigh much more than fundamentals.

In his X intervention, he emphasizes thatdespite the fact that “a corporation owns half of the supply“. A situation he describes as “” for those who stubbornly analyze only through the prism of technical design or real revenues.

In response to this argument,, co-founder of the investment fund DBA, replies:

Unique outliers do not mean that these rules apply to everyone Des valeurs aberrantes uniques ne signifient pas que ces règles s’appliquent à tout le monde.

He reminds us that. He compares this absurd logic to that of a CEO declaring:

GameStop and AMC exploded without profits, so we don’t need to make money either!

In this battle of ideas, Ethereum must, according to Charbonneau,to ensure its long-term legitimacy.

Ripple: from a controversial outsider to a crypto infrastructure giant

While the community debates,, the parent company of XRP, quietly charts its path to the top. The plan is clear, methodical, almost surgical.

According to an analysis published by, Ripple is heavily investing in pillars of the future:

• Institutional compliance: hiring experts in KYC, AML, sanctions, and regulations;
  
• Stablecoin deployment: focus on Ripple USD (RLUSD) and mention of future stable assets;
  
• Targeted global expansion: opening hubs in New York, London, Singapore, Zurich, and Dubai;
  
• Improvement of user experience: hiring designers, UX researchers, and client solutions.
  

Far from the hype surrounding memecoins and other ephemeral projects, Ripple is patiently building aready to attract banks, financial institutions, and Web3 players.

states:

Ripple wants to become the invisible engine behind real-time, regulated, and transparent global payments.

This strategy reveals.

Ultimately, Ripple does not just ride the “vibes”: it builds a cathedral where others erect only mirages.

The fate of Ethereum and XRP now seems to follow diverging trajectories. One clings to fundamentals, the other capitalizes on its unique positioning and institutional network. Perhaps in the crypto universe, there is no universal model: just singular paths, shaped by vision, perseverance, and sometimes, the irrational.

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