Solana is doing something similar to that Apple did for retail.

Ethereum? That’s Microsoft.

Apple won hearts. Microsoft built the infrastructure. Both crushed it.

Ethereum's path is B2B.

70% of all blockchain devs work on EVM-compatible chains.

Uniswap, Aave, Lido... like the Azure ecosystem—devs, infra, enterprise-grade solutions. It’s the backbone.

Solana? It’s retail.

14M active wallets in Q1 2025.

Topping app charts. Speed, cost, UX. It’s giving us the iPhone moment.

Raydium is the new App Store. Meme coins = the early mobile games.

But here's the kicker…

L2s are in an identity crisis.

Are they for devs? Institutions? End users?

You can't be Apple and Microsoft at the same time.

The winners will be the ones who pick a lane, own it, and go to market like hell.