$SOL 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐞𝐝 𝐚𝐬 𝐭𝐡𝐞 𝐓𝐨𝐩 𝐁𝐥𝐨𝐜𝐤𝐜𝐡𝐚𝐢𝐧 𝐟𝐨𝐫 𝐈𝐧𝐭𝐞𝐫𝐧𝐞𝐭 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬
According to BlockBeats, on January 23, Multicoin Capital founder Kyle Samani presented Solana as a leading public blockchain enabling internet capital markets in his latest investment thesis. Samani argued that Solana's technology outperforms major traditional financial (TradFi) institutions, including NYSE, NASDAQ, CME, JPMorgan, Goldman Sachs, and Morgan Stanley, in key performance metrics such as latency. It also surpasses payment giants like Visa and Mastercard while preserving blockchain fundamentals such as atomic composability and permissionless access for users, developers, and validators—capabilities that TradFi has never provided.
Samani highlighted that the Solana ecosystem is steadily working towards the vision of internet capital markets, aiming to reduce end-user financial service costs by 90-99% and achieve a total market capitalization surpassing that of traditional financial enterprises. Solana improves market maker efficiency through conditional liquidity and benefits receivers with innovations like multiple concurrent leaders.
Furthermore, the Solana ecosystem is broadening its Total Addressable Market (TAM) in two ways: horizontally, by supporting a wider range of TradFi and crypto-native assets, and vertically, by capturing some Maximum Extractable Value (MEV) from the diverse financial services built on Solana.