Solana to Surpass Ethereum in Yearly Revenue
Analysis
Price Impact
HighSolana's projected yearly revenue of $1.4 billion surpassing ethereum's $522 million, as per defi development corp., is a significant fundamental indicator. this, combined with growing institutional adoption, including nearly $700 million in solana etf flows and potential interest from major financial institutions like blackrock and jpmorgan, suggests a strong positive shift in market perception and utility.
Trustworthiness
HighThe data is presented by a credible source (defi development corp.) and highlighted by solana's founder, anatoly yakovenko. corroborating evidence from farside's solana etf flow data and statements from prominent financiers like anthony scaramucci (skybridge capital founder) about institutional adoption further strengthen the claims.
Price Direction
BullishThe news directly addresses a key fundamental metric (revenue) where solana is shown to be outperforming ethereum. this, coupled with a robust narrative around institutional adoption, significant etf inflows, and the vision for solana as a leading execution layer, creates a strong bullish sentiment for sol. investors are increasingly focusing on fundamentals and real economic activity.
Time Effect
LongRevenue projections and institutional adoption trends are not short-term catalysts but rather indicators of sustained, long-term growth and fundamental strength. the debate on how market cap will eventually be 'split by revenues' points to a multi-year shift rather than immediate price spikes.
Original Article:
Article Content:
Cover image via U.Today Read U.TODAY on Google News Solana founder Anatoly Yakovenko has shared new data that shows Solana has outperformed Ethereum in yearly revenue, highlighting what he sees as a pivotal shift in how value may be distributed across the crypto market. Advertisement The infographics by DeFi Development Corp. show the projected chain revenue comparison of Ethereum and Solana. According to the analyses, Solana revenue is expected to reach $1.4 billion against $522 million by Ethereum. Source: DeFi Development Corp/X In another post on X, Yakovenko described the past year as “crazy” and questioned whether open, permissionless protocols can sustainably grow and maintain revenues over time. He argued that this challenge remains unresolved for much of the industry. HOT Stories SBI Starts XRP Lending, Shiba Inu Whale Awakens With 53 Billion SHIB Transfer, New Ethereum Hack Revealed — Crypto News Digest Crypto Market Prediction: Will Shiba Inu (SHIB) Crash Ever End? Ethereum (ETH) Already Sniffing $3,000; Bitcoin (BTC) Price Expodes in Unexpected Volume Spike 'True Currency': Did Elon Musk Just Describe Bitcoin? Morning Crypto Report: Ripple CEO Forces XRP Reality Check for Coinbase, Shiba Inu (SHIB) Soars 5%: Fakeout Next? $444 Million in Bitcoin Land on Binance Yakovenko said he believes the total cryptocurrency market capitalization will continue to expand, but added that it will eventually need to be “split by revenues,” rather than purely by narratives or speculation. In that context, he suggested that Layer-1 blockchains have a single clear path to long-term relevance. Advertisement “L1s’ only shot at this is in the execution layer,” Yakovenko wrote, adding that the most successful networks will be those that provide “global, decentralized, low-latency, high-throughput censorship resistance.” It’s been a crazy year. Can open permissionless protocols actually grow and maintain revenues is still an open question. I am a believer that the entire crypto mcap will continue to grow and eventually it will have to be split by revenues. L1s only shot at this is in the… https://t.co/J0A7UPJYSK — toly 🇺🇸 (@aeyakovenko) December 20, 2025 The comments come amid growing debate over revenue generation and real economic activity across major blockchains, including Ethereum, as investors increasingly focus on fundamentals rather than usage metrics alone. Advertisement Solana institutional adoption According to the American financier, a slew of large-scale companies of the likes of BlackRock, Blackstone, and JPMorgan could start using the network for transactions. You Might Also Like Thu, 12/11/2025 - 14:53 Scaramucci: Blackstone and JPMorgan Could Start Using Solana By Alex Dovbnya Earlier this month, Scaramucci predicted that Solana would be among the "big winners" when it comes to tokenization. He has publicly predicted that Solana could surpass Ethereum in market cap. The data from Farside shows that the Solana ETFs have recorded nearly $700 million in cumulative flows since their emergence a few months ago. This rapid growth is not a surprise as the ETFs have been seeing strong demand since the launch of the first Solana #Solana #Ethereum #Anatoly Yakovenko