Solana: A Blockchain Built to Blossom

Solana has emerged as one of the top-performing blockchains in recent years, outperforming both Bitcoin and Ethereum with its unmatched speed and low costs. In this report, we dive into what sets Solana apart, including its role in powering next-gen payments, hosting decentralized physical infrastructure, and AI agents.

Investment case for Solana

• Cross-border payments: Solana is one of the fastest blockchains, having drawn big names like Visa and Stripe to integrate its infrastructure. Whether moving $1 or $100 million, transaction fees remain negligible, making Solana the go-to blockchain for payments and everyday use.

• Rapid adoption across industries: Solana is helping power the next wave of AI-driven tools and peer-to-peer networks, supporting decentralized infrastructure like wireless systems and sensors.

• User-friendly experience: Solana offers an app-like experience that makes crypto easy to use. Features like Solana Blinks enable social media transactions, while Saga and Sleeker phones bring blockchain to users’ fingertips.

• The builder’s blockchain: Solana is emerging as the top blockchain for innovative tech, with an 83% growth in developers in 2024, fueling innovation in AI and decentralized infrastructure industries that rely on fast, low-cost networks for real-time interactions.

Inside the Report:

• Solana vs. Ethereum, Sui & TON: Technical and market comparisons

• Sector deep-dives: DePIN, AI agents, DeFi, and memecoins

• Valuation framework: Is Solana undervalued?

• Portfolio impact: How Solana diversifies traditional asset exposure

Solana is not just another blockchain – it’s becoming the backbone of real-world crypto adoption, from payments to infrastructure to AI.

Best regards,

21Shares Team

Research Newsletter

Each week the 21Shares Research team will publish our data-driven insights into the crypto asset world through this newsletter. Please direct any comments, questions, and words of feedback to research@21shares.com

Disclaimer

The information provided does not constitute a prospectus or other offering material and does not contain or constitute an offer to sell or a solicitation of any offer to buy securities in any jurisdiction. Some of the information published herein may contain forward-looking statements. Readers are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and that actual results may differ materially from those in the forward-looking statements as a result of various factors. The information contained herein may not be considered as economic, legal, tax or other advice and users are cautioned to base investment decisions or other decisions solely on the content hereof.