🚹 Analyst Who Called Solana at $1 Predicts the Next Crypto Capital Rotation

Crypto markets love simple stories: fast chains, hot ecosystems, moving tickers. But every few years, someone steps back and sees the real flow happening somewhere unexpected.

That’s exactly what ElonTrades is saying.

💡 The Solana Call That Built His Reputation:

Back in 2020, he predicted Solana would outpace Ethereum on speed, fees, and UX. That thesis played out — Solana became a retail powerhouse with smooth, low-cost transactions.

⚠ 2026 Thesis: L2s Are a Band-Aid

Layer 2s solved Ethereum scaling — but created:

‱ Liquidity fragmentation

‱ Bridging risks

‱ UX complexity

‱ Multi-chain confusion

Retail users often migrate toward integrated chains like Solana for simplicity.

🏩 Institutions Aren’t Picking Public Chains

ElonTrades argues Ethereum, Solana, and L2s fail institutional requirements:

‱ Privacy

‱ Permissioning

‱ Regulatory compliance

‱ Counterparty control

Instead, institutions are building private rails, like Canton Network, for blockchain-style settlement without touching retail ecosystems.

🔗 Implication:

Public L2s may get “stranded” — too fragmented for retail, too open for institutions.

The next capital rotation? Not ETH → SOL, but public → private.

đŸ’„ Bottom Line:

‱ Retail flows → UX, liquidity, simplicity → integrated public chains

‱ Institutional flows → regulation, privacy, control → private networks

The crypto landscape may split in two:

‱ Retail speculation on best UX chains

‱ Institutional tokenization on private rails

This could reshape adoption and create winners nobody expects.

$BTC $ETH $USDC

#crypto #Solana #Ethereum #Layer2 #InstitutionalFlows #CapitalRotation #BinanceSquareFamily #BlockchainInfrastructure #CantonNetwork