🚨 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.
💥 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