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.