The Third Leap: Why Solana Could Hit New All-Time Highs

Watch on YouTube ↗  |  August 03, 2026 at 18:45  |  35:05  |  Milk Road Macro
Speakers
DJ Hotrang — Head of Research, Bird Eye

Summary

In this episode, DJ Ha Trang (Head of Research at Bird Eye) lays out her thesis that Solana is entering a 'third leap' that will take SOL to a new all-time high above $300. She supports this by highlighting Solana's dominant market share in on-chain trading, skyrocketing tokenized stocks and stablecoins, an innovative prediction-market hub, and infrastructure that now rivals centralized exchanges. Despite a cold crypto winter, she argues the fundamentals are strengthening, setting the stage for the next bull run possibly around 2028.

  • Solana holds 54% of DEX spot market share with $425B monthly volume.
  • Stablecoin supply on Solana surged 154% to $16B, attracted by active traders and institutional demand.
  • Tokenized stocks on Solana surpassed $500M market cap and $5B volume, with hot IPOs like SpaceX available on day one.
  • Solana hosts 37 prediction market platforms, driven by a builder-friendly culture and cheap experimentation.
  • On-chain tokenized gold is evolving into a full ecosystem with lending and collateral use.
  • Hyperliquid’s HYPE token is seeing huge on-chain volume on Solana, illustrating cross-asset availability.
  • Despite macro headwinds, DJ expects the next spring to arrive around 2028 with continued fundamental progress.
Ideas
DJ Hotrang Head of Research, Bird Eye 0:00
Third leap pushes Solana past $300
Solana is entering a 'third leap' that will push SOL to a new all-time high above $300. This is driven by Solana consolidating its position as the go-to venue for everything trading on-chain, with 54% DEX market share and $425B monthly volume, explosive growth in tokenized stocks and RWAs (over $500M market cap, $5B volume), booming stablecoin issuance (up 154% to $16B), a thriving ecosystem of 37 prediction market platforms, and infrastructure improvements that now deliver materially better execution than centralized exchanges for some pairs. The prior two leaps were NFT/DeFi in 2021 (peak $260) and memecoins in 2024–2025 (peak $290); this third leap is based on real adoption and diverse use cases, with fundamentals continuing to strengthen even during the bear market.
SOL HIGH
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This Milk Road Macro video, published August 03, 2026, features DJ Hotrang discussing SOL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: DJ Hotrang  · Tickers: SOL