Ethereum has a large ecosystem of businesses and a growing set of L2s that allow institutions to containerize their usage, creating a sense of safety and trust. This institutional on-ramp, combined with academic rigor and the maturation of real-world asset tokenization, will comfortably push ETH to new all-time highs within the next couple of years.
Solana has the strongest business operators among blockchains, understands how to run a network as a business, and has captured momentum from retail cycles like memecoins. If Solana gets the right density of transaction volume and the right institutional partners, it has the capacity to go through the roof as a single high-throughput network.