1. Solana’s Momentum
Solana’s mid-year report from Helios shows explosive growth. It processes 162 million daily transactions for under a cent, with no downtime in over 15 months. This puts it far ahead of Ethereum in both speed and cost.

2. Developers and Adoption
Solana attracted more new developers than any other chain in 2024, with an 83% jump. Circle minted $1.75 billion in USDC on Solana in May, and major institutions like BlackRock and Franklin Templeton are now building on it.

3. Real Revenue and Market Share
In January 2025, Solana earned $551 million in revenue — over three times Ethereum’s. It dominates decentralized exchange volume with 81% of global DEX activity.

4. Major Upgrades Ahead
Upcoming updates like Firedancer and Alpenlow will boost performance to up to 1 million transactions per second and cut validator costs by over 90%.

5. Real-World Use Cases
Solana isn’t just powering crypto apps. It supports Helium Mobile with 300,000+ users, HiveMapper for global mapping, and tokenized luxury goods. It’s being used in ways most blockchains are not.

6. Positioned for the RWA Boom
With real-world asset markets projected to reach $30 trillion by 2030, Solana’s speed, low fees, and compliance features give it a strong edge.

7. Final Thoughts
Lark believes Solana is closing the gap with Ethereum. He sees the market undervaluing Solana’s real-world utility, technical progress, and growing institutional trust.