$SOL
Solana is increasingly viewed as the "Payment & Retail Layer." Stablecoins flow to Solana because users want to move money quickly and cheaply.
Future Outlook: Analysts expect Solana to dominate high-frequency activities like retail payments, memecoin trading, and dePIN (Decentralized Physical Infrastructure). With the Firedancer upgrade now rolling out, Solana’s capacity to handle web-scale traffic makes it the primary candidate for real-world stablecoin integration (e.g., Western Union's rumored stablecoin plans for 2026).
Ethereum’s Strategic Pivot
The decline in Ethereum’s mainnet supply doesn't necessarily mean the ecosystem is "dying." It indicates a structural migration.
The L2 Drain: Much of the capital leaving Ethereum’s Layer 1 (L1) is moving to Layer 2s (L2s) like Base, Arbitrum, and Optimism.
Future Outlook: Ethereum is positioning itself as the "Global Settlement Layer." It is where institutions keep "cold" capital—massive, slow-moving pools of money that prioritize security over transaction speed. While its L1 stablecoin supply may fluctuate, its role as the "Supreme Court" of blockchain remains its primary value proposition