You've probably already heard about the long—standing talk that Solana is the "killer of Ethereum," right? Anthony Scaramucci, the founder of SkyBridge Capital, recently added fuel to the fire again. At the DigiAssets 2025 conference, he stated: "I think SOL will turn ETH around." At the same time, he clarified that he does not feel negative about Ethereum, he just understands better how the story of Solana develops.
Interestingly, Scaramucci himself entered the crypt only in 2020 and admits that he did not fully "fit in" with the ETH ecosystem. Currently, SkyBridge holds nine-figure amounts in Bitcoin and Solana, and about 40% of client funds are invested in digital assets through structures such as Multicoin Capital and Brevan Howard Digital. Moreover, their "coin fund" alone is about $300 million, including Solana, Avalanche, Polkadot and, of course, Bitcoin.
Now let's look at the numbers. Solana reached a historic peak of $293.31 in January 2025, but has since dropped to ~$145, a drop of 23.2% since the beginning of the year. Over the same period, Ethereum lost about 24.75% and is trading with a capitalization of about $304 billion, while Solana lost about $76 billion. That is, Solana hasn't caught up with Ethereum yet, but judging by Scaramucci's words, he believes it's only a matter of time.
At the same time, Standard Chartered analysts are not so optimistic. According to their forecast, ETH will reach $ 4,000 by the end of 2025 and exceed $7,500 by 2029, and Solana in the same period, in their opinion, will be noticeably behind - $275 at the end of this year and $500 by 2029. Their argument: Solana has not yet been able to solve scalability and reduced activity after the memcoin boom.
But analysts from Cantor Fitzgerald, on the contrary, support Scaramucci's point of view. They believe that Solana has more potential due to the growing interest from public companies that add SOL to their balance sheets.
So, my friend, we have a real giant dispute here: on the one hand, reputable analysts from large banks, on the other, investors who are betting on a new technological turn.
Do you think Solana really has a chance to bypass Ethereum — or is it just a hype?
