Why Solana might offer the biggest advantage in Crypto – explains Pantera Capital

Prominent investment firm, Pantera Capital, said that Solana is approaching a large bending point in its acceptance between consumers, fintechs and institutions.

Pantera Capital emphasized Sol’s under-assignment by institutions and predicted that ETF approval would ignite a considerable wave of demand.

Pantera bets on Solana

In a series of tweets on X, Pantera Capital explained That, in contrast to Bitcoin and Ethereum, whose institutional adoption has been cemented by dozens of listed funds (ETFs) and massive business ownership, the journey of Solana has only just begun.

At the moment there are no solana ETFs, and only five public companies have SOL, and institutions have less than 1% of the total supply, which is far below 16% of Bitcoin and 7% of Ethereum.

Nevertheless, the basic principles of Solana are becoming increasingly difficult to ignore, according to the venture capital giant. Large players such as Stripe and PayPal are actively building on the network, which further increases the position of the asset as a practical option for real-world applications.

In addition, although market capitalization is only a fraction of Bitcoin and Ethereum, Solana leads both in critical user statistics such as transaction supply and user activity. With a potential approval from Solana ETF on the horizon already in Q4 2025, Pantera argued that settings will catch up with the gap between allocation.

“We believe that the adoption story of Solana is just starting and offers a larger asymmetrical upward potential.”

Pantera’s newest observation only comes a few days after Nasdaq-Genten Helius Medical Technologies elevated More than $ 500 million via an over-drilled pipe to implement a Treasury plan supported by Solana. In addition to Pantera Capital, Summer Capital will also lead the range. Shares were sold at $ 6,881, with healing warrants executable at $ 10,134.

The company is planning to use the money to buy Sol as the most important reserve -resistant, and to create a treasury vehicle and at the same time open new capital options to support the continuous network expansion and acceptance of Solana.

Solana Treasury Advantage

Various other analysts project that SOL Treasury companies in 2025 can surpass Bitcoin and Ethereum, thanks to the unique combination of yield, transit and growth potential of the first. Michael Marcantonio from Galaxy recently stated that Sol offers a gross appearance of 7-8%, compared to the 3-4%of ETH, while BTC offers no yield at all.

This enables Treasury companies to invest rewards again, grow net asset value (NAV) faster and to create a steady income flow. Despite a smaller market capitalization, Solana treats more transactions and achieves more users than ETH, which gives a treasure chest more benefit from network acceptance.

Sol’s historically higher volatility, about 80% compared to the 40% of BTC and the 65% of ETH, makes financing tools cheaper and token accumulation faster, which in turn improves treasury mechanics. Marcantonio noted that these factors – higher yields, superior transit and more efficient accumulation – position Solana Treasury companies to possibly exceed BTC and ETH reserves, and help to generate stronger efficiency and the acceleration of NAV growth up to 2025.