SOLETH Top Is In

After the recent approval of the Ethereum ETF, I anticipate a shift in momentum from Solana to Ethereum. When comparing the two networks, Ethereum's robust security model and scalability enable it to support the tokenization of real-world assets through layer-two networks like BASE, Optimism, and Arbitrum. While Solana may attract more retail attention through memecoin speculation, its long-term viability is questionable due to frequent network outages. Although Solana and Phantom offer lower fees and a more user-friendly interface compared to MetaMask, this advantage is negligible considering the potential for trillions of dollars in real-world assets to be moved on-chain via tokenization.

In conclusion, Ethereum is the preferred network for Wall Street (BlackRock) to build the stock market 2.0 through the tokenization of securities and real-world assets. Solana has had an impressive run, but Ansem's main character arc has peaked, while Vitalik's is just beginning. This shift will also likely mark a peak in SOLETH.