Compared to the Ethereum Foundation's vague blueprint planning until 2029, Solana's development path is clearer, with three major certain benefits gradually being realized, making it a potential target worth paying attention to:
① The ETF dividends have not yet been released:
When ETH launched its ETF, it skyrocketed to $4,000, while Solana's ETF is expected to land by the end of the year, and the positive expectations have not yet been digested. Based on historical trends, ETF approval may lead to a surge of short-term funds, providing strong support for SOL prices.
② The Alpenglow consensus protocol is about to be launched:
Solana is testing a brand new consensus mechanism, Alpenglow, which compresses transaction finality from 12 seconds to 100-150 milliseconds, improving performance nearly a hundredfold. This protocol will launch on the testnet in the coming months and land on the mainnet next year, directly addressing current throughput bottlenecks and solidifying the technical fundamentals.
③ Firedancer client reconstructs performance limits
The Firedancer client planned for release next year, built on the new consensus mechanism, theoretically can achieve 1 million TPS, further widening the gap with other public chains. Although the development cycle is long, once realized, Solana is expected to become the preferred underlying public chain for high-concurrency scenarios (such as chain games and DeFi).
Cost-effectiveness and position recommendations:
Currently, SOL's market value is only 1/3 of ETH's, but the pace of technological iteration is faster, and the positive cycle is clear. If you are optimistic about the long-term development of the public chain track.
The competition in public chains is fierce, and we need to closely monitor the progress of the Alpenglow testnet and the dynamics of ETF approvals to avoid the risk of 'seeing light death' after the positive news is realized.
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$SOL $ETH
