Arthur Hayes Reveals the Two Blockchains Destined to Survive: Solana (SOL) Price Implications
BitMEX co-founder Arthur Hayes just dropped a crypto survival guide—and it's shorter than most hedge fund pitch decks. In a market saturated with 'next Ethereum' contenders, Hayes names just two blockchains built to last. The verdict sends immediate ripples through portfolio strategies.
The Solana Factor
SOL's inclusion isn't a surprise to performance watchers. The chain delivers the raw throughput that makes legacy finance servers blush. It's the network that actually handles the traffic when a meme coin goes supernova—without the six-figure gas fee theater. That utility has a price, and the market's been pricing it in.
The Other Survivor
Hayes's second pick remains the elephant in the room. It's the chain that absorbed an entire industry's collapse and kept validating blocks. The one with a war chest that could buy a small nation and a developer army that's not going anywhere. Survival here isn't about hype; it's about entrenched, unkillable infrastructure.
What Gets Left Behind
The prediction is a brutal filter. It implicitly sidelines the also-rans: the chains with great marketing but shaky decentralization, the ones solving problems no users have, and the 'VC exit liquidity' specials. In a true crypto winter, liquidity and developers consolidate on the winners. Everyone else fights for scraps.
Price is the ultimate narrative—for now. A survival endorsement from a figure like Hayes isn't just analysis; it's a gravitational pull for capital. Smart money isn't just betting on tech; it's betting on which networks become the plumbing for everything else. The rest? They'll be footnotes in the next cycle's 'lessons learned' post, right after the part about not trusting guys in ski masks with your life savings.
TLDR
- Solana price jumped 5% to $138 in 24 hours, with analysts predicting potential 50% rally if key resistance breaks
- Solana ETFs saw strong $11.02 million daily inflows, with BSOL leading at $4.44 million
- Coinbase integrated Solana tokens for direct trading without formal listing requirements
- SOL testing $140 resistance level with support holding at $130; MACD shows neutral momentum
- BitMEX founder Arthur Hayes says Solana needs new growth driver beyond meme coins to survive long-term
Solana price reached $138 on December 12, 2025, posting a 5% gain over 24 hours. The cryptocurrency has been trading in a consolidation pattern between $130 and $138 for several days.
The broader crypto market gained 2.08% during this period. Institutional buying helped drive the increase across multiple cryptocurrencies.
SOL currently sits below a key trendline that analysts are watching closely. The cryptocurrency has been in an accumulation phase, with buyers monitoring for a potential breakout.
$SOL Still Moving inside the Accumulation phase & Below the major Trendline..!!
Once the trendline breaks, we can expect +50% Bullish Rally so keep accumulating..
#SOL #Solana #SOLUSDT pic.twitter.com/WnSTc4VWSd
— Captain Faibik
(@CryptoFaibik) December 12, 2025
Hex Trust and LayerZero introduced Wrapped XRP on the Solana blockchain. This development added new functionality to the network’s ecosystem.
HUGE news for the #XRP ecosystem! @Hex_Trust is launching and securing Wrapped XRP (wXRP), a 1:1-backed representation of native XRP, issued on @LayerZero_Core OFT Standard, to unlock #DeFi utility across multiple blockchains, starting with @Solana.
Read more:…
— Hex Trust (@Hex_Trust) December 12, 2025
Coinbase announced it will facilitate trading of solana tokens without requiring formal listing. Users on the exchange can now access tokens within Solana’s ecosystem directly.
Strong Institutional Demand
Solana ETFs recorded $11.02 million in daily net inflows. Total inflows reached 672.48 million across multiple products.
JUST IN: $SOL ETF'S HAD $11,000,000 INFLOWS TODAY!
INSTITUTIONS ARE ACCUMULATING SOLANA.#SOLANA
pic.twitter.com/rkQW4vko9I
— curb.sol (@CryptoCurb) December 13, 2025
Bitwise’s BSOL led with $4.44 million in inflows and a premium of 0.83%. Fidelity’s FSOL brought in $3.56 million with a 0.70% premium.
Grayscale’s GSOL received $2.59 million with a 0.09% premium. VanEck’s FSOL recorded $437,550 in inflows during the same period.
The MACD indicator shows neutral momentum. The MACD line sits just above the signal line, indicating limited directional pressure.
The Chaikin Money FLOW indicator registered 0.03. This reflects positive but weak capital flow into the market.
Key Price Levels
Solana faces resistance at $140. The price has tested this level multiple times in recent trading sessions without breaking through.
If buyers push through $140, the next target sits at $150. A breakout above this range WOULD confirm the bullish rally scenario.
Support holds at $130 for now. If this level fails, the next support zone appears at $120.
BitMEX founder Arthur Hayes said ethereum and Solana will likely be among the few layer-1 blockchains to survive long-term. Most other networks will go to zero, according to Hayes.
Hayes noted that meme coins drove much of Solana’s demand in 2024 and early 2025. However, he said the network needs a new growth driver moving forward.
Solana’s lending market has grown to over $3.6 billion in the last 24 hours. JPMorgan recently conducted a debt deal with Galaxy on the Solana network.
SOL retested a major support level on Thursday, dropping to $129 after the Federal Reserve announced another rate cut. The price bounced back to $136, showing accumulation activity.
Whale activity increased across spot and derivatives markets. However, overall demand from large holders remains relatively weak.
