Solana’s AI narrative is gaining contemporary help from crypto traders who argue that SOL could also be positioned as a core monetary infrastructure asset in an agent-driven financial system. Parker White, COO of DeFiDevCorp, and Delphi Ventures founding companion Tom Shaughnessy each pointed to Solana’s pace, liquidity and developer ecosystem as causes the market could also be underpricing the asset.
Solana’s AI Thesis Is Heating Up
White, identified on X as @TheOtherParker_, mentioned on Could 9 that he stays bullish on SOL as a result of Solana combines “s-tier know-how, consumer adoption, and liquidity.” He pushed again on the widespread argument that Ethereum’s bigger DeFi liquidity and TVL base offers it an unassailable lead, arguing that the comparability appears totally different as soon as conventional finance enters the market.
“Some folks will counter with ‘Sure, however ETH has such an enormous DeFi liquidity/TVL lead.’ Large is relative although and in comparison with TradFi liquidity, all DeFi liquidity is a drop within the bucket,” White wrote. “So when TradFi capital allocators enter the area, SOL and ETH are successfully on the identical, stage enjoying area. On this setting, know-how/UX performs an enormous function on adoption and SOL wins fingers down.”
Associated Studying
White additionally argued that SOL’s relative valuation leaves room for a bigger repricing if traders start to deal with Solana as a severe competitor to Ethereum. “Couple all of this with the 5x relative worth differential, and it’s actually arduous to not be bullish,” he wrote. “If SOL simply catches as much as ETH, SOL is at roughly $500 with out ETH even transferring. Good odds of consequence.”
The extra novel a part of White’s thesis is just not merely that Solana can compete with Ethereum on throughput or consumer expertise. It’s that AI may make Solana extra strategically related, not much less. In his view, many software program companies face uncertainty as AI compresses margins or disrupts established cash-flow fashions. Solana, against this, may benefit if autonomous brokers require quick, low-cost and globally accessible monetary rails.
“As future software program cashflows proceed to be repriced with elevated uncertainty, traders will look to diversify, bc diversification is one of the best ways to fight uncertainty,” White wrote. “As this diversification happens, rationale traders will take a look at SOL as a monetary software program infrastructure play that has a ‘excessive diploma of constructive AI convexity.’”
White’s argument rests on the belief that agentic exercise would require low-cost, high-frequency settlement. He described Solana as “second to none” for micropayments and mentioned token-to-token worth switch between non-human brokers “is smart on SOL, however nowhere else.” Different networks, he argued, are both too costly or lack the infrastructure and liquidity wanted for that use case.
He additionally mentioned Solana’s community results could be strengthened moderately than weakened by AI utilization. “Second, the community results and liquidity can’t be replicated by a contemporary AI-built system,” White wrote. “Extra AI utilization truly strengthens the community results and liquidity, not weakens. That is the place the constructive convexity is available in.” He added that crypto networks are “world, permissionless, and composible,” making them a pure working setting for brokers that must work together, collaborate, pay and construct throughout borders.
Associated Studying
Shaughnessy, writing individually on X, made an analogous case. He mentioned his SOL thesis is that it’s “one of the best chain for AI,” citing low-cost and quick infrastructure alongside what he known as the strongest engineering base. He additionally argued that AI will make it simpler to construct new crypto functions, probably accelerating sector formation by “straightforward capital formation,” world communities and fast app creation.
In a follow-up put up, Shaughnessy contrasted Solana with Bitcoin within the context of AI brokers. “I don’t assume AI and brokers interaction with BTC straight because it’s not a programmable chain they will work together on,” he wrote. “I do assume BTC is an enormous beneficiary of AI as AGI will wish to personal belongings people can’t manipulate and mass cash printing to take care of AGI advantages BTC.”
For Solana, Shaughnessy summarized the thesis as “legit AI sector possession,” sooner chain efficiency by Alpenglow, under-ownership after traders bought SOL for different belongings, and the potential for pre-IPO shares to commerce across the clock.
At press time, SOL traded at $94.51.
Featured picture created with DALL.E, chart from TradingView.com
