Solana To $500? Why Bulls Think AI Could Change The SOL Story

Solana’s AI narrative is gaining contemporary help from crypto buyers 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 associate 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, recognized on X as @TheOtherParker_, said on May 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 to be like totally different as soon as conventional finance enters the market.

“Some folks will counter with ‘Yes, however ETH has such an enormous DeFi liquidity/TVL lead.’ Huge 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 taking part in discipline. In this atmosphere, know-how/UX performs a large position on adoption and SOL wins fingers down.”

White additionally argued that SOL’s relative valuation leaves room for a bigger repricing if buyers 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 shifting. Good odds of a superb 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 is 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, in contrast, 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, buyers will look to diversify, bc diversification is the easiest way to fight uncertainty,” White wrote. “As this diversification happens, rationale buyers will take a look at SOL as a monetary software program infrastructure play that has a ‘high diploma of optimistic AI convexity.’”

White’s argument rests on the idea 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.” Other 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 can be strengthened quite than weakened by AI utilization. “Second, the community results and liquidity can’t be replicated by a contemporary AI-built system,” White wrote. “More AI utilization truly strengthens the community results and liquidity, not weakens. This is the place the optimistic convexity is available in.” He added that crypto networks are “world, permissionless, and composible,” making them a pure working atmosphere for brokers that must work together, collaborate, pay and construct throughout borders.

Shaughnessy, writing individually on X, made an identical case. He mentioned his SOL thesis is that it’s “the most effective 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 purposes, doubtlessly accelerating sector formation via “simple capital formation,” world communities and speedy app creation.

In a follow-up publish, Shaughnessy contrasted Solana with Bitcoin within the context of AI agents. “I don’t suppose AI and brokers interaction with BTC immediately because it’s not a programmable chain they will work together on,” he wrote. “I do suppose BTC is a large beneficiary of AI as AGI will need to personal property people can’t manipulate and mass cash printing to cope with AGI advantages BTC.”

For Solana, Shaughnessy summarized the thesis as “reputable AI sector possession,” sooner chain efficiency via Alpenglow, under-ownership after buyers offered SOL for different property, and the potential for pre-IPO shares to commerce across the clock.

At press time, SOL traded at $94.51.