Solana could reach half Ethereum’s size, tip SOL to $330: Analyst

    SOL was undervalued against ETH despite superior metrics.  
    SOL could reach 50% of the ETH market cap and hit $330. 

As a seasoned analyst with over two decades of experience in the financial markets, I have seen my fair share of undervalued assets that eventually skyrocketed. My current observation is that Solana (SOL) appears to be one such asset, significantly underperforming Ethereum (ETH) despite superior metrics.


Based on data from VanEck’s MarketVector, it appears that Solana (SOL) may be significantly underpriced compared to Ethereum (ETH). However, there is potential for Solana to make a significant recovery and potentially match or even surpass Ethereum’s value.

According to Martin Leinweber, head of digital assets research at MarketVector, it’s anticipated that the market value of SOL might surpass half that of Ethereum.

As an analyst, I find Solana’s growth trajectory compelling and believe it could potentially capture half of Ethereum’s current market capitalization. This estimation puts the price of Solana (SOL) at approximately $330.

SOL vs ETH

According to Leinweber’s view, if Solana outperforms Ethereum significantly in essential areas, it might not be long before they have a similar market value.

From my analysis, it’s clear that Solana has significantly outperformed Ethereum in terms of scalability, speed, and cost-effectiveness. In other words, Solana is now more efficient, quicker, and less expensive compared to Ethereum.

Compared to Ethereum, Solana handles approximately 3,000 times more transactions per day, boasts around 1,300 times more daily active users, and features transaction fees that are roughly 5 million percent lower.

However, the executive noted that despite the remarkable fundamentals, SOL remained massively undervalued from a market cap perspective. 

Although Solana excels in important areas like transaction volume and user interaction, its market value is only a fifth of Ethereum’s. Notably, Solana consistently surpasses Ethereum in these aspects, but its market worth is noticeably lower.

Currently, as reported by CoinMarketCap, Ethereum’s (ETH) market capitalization stands at around $314 billion, while Solana’s (SOL) is approximately $70 billion. If the size of Ethereum remains constant, for Solana to claim half of Ethereum’s market share, its market cap would need to surpass $150 billion, which represents a growth of more than double its current value ($>2x).

The bullish outlook for SOL on the price front was also evident in the SOL/ETH ratio.

The ratio tracks SOL’s value relative to ETH and has jumped from 0.01 in early 2024 to near its ATH of 0.05. The ratio was close to hitting price discovery, which could set SOL’s value to new highs. 

Solana could reach half Ethereum’s size, tip SOL to $330: Analyst

Instead, as per Leinweber’s perspective, it’s crucial to involve more institutional investors to fuel expansion and increase the worth of SOL.

If approvals for SOL ETFs occur, as crypto trading and liquidity provider GSR expressed optimistically in July, they maintain a similar positive viewpoint. While Brazil has given approval to an SOL ETF, there remains some regulatory ambiguity in the United States.

Nevertheless, GSR projected SOL could rally 3.4x or 8.9x in base and bullish scenarios, respectively, if the U.S. approves ETFs for the asset.  

Solana could reach half Ethereum’s size, tip SOL to $330: Analyst

For now, the value of SOL was holding steady near $150 as I write this. Compared to its previous support at $128, it had climbed approximately 15%. However, to continue rising, it needs to overcome the resistance at $160.

Solana could reach half Ethereum’s size, tip SOL to $330: Analyst

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2024-09-26 14:16