Solana: Why Does It Offer Double Profit Opportunities for Investors?

Bitwise's CIO Matt Hougan highlighted Solana's (SOL) potential to benefit from the growing stablecoin and tokenization market, stating that it presents a similar "double win opportunity" for long-term investors as Bitcoin (BTC). Hougan explained that Bitcoin encompasses both the $25 trillion gold market and the $2.5 trillion existing Bitcoin market within a total $27.5 trillion value storage market. He expressed that if this market doubles or Bitcoin's market share rises from 9% to 18%, its value would increase proportionately.

Matt Hougan further noted that a similar structure applies to Solana. According to him, the stablecoin and asset tokenization ecosystem is set to grow rapidly in the coming years, with chains like Ethereum (ETH), Solana, Tron, and BNB Chain leading this growth. While the total market capitalization of these four networks is $768 billion, it is observed that Solana holds only a 14% share with a market cap of $107 billion. This situation makes Solana a high-potential investment according to Hougan's assessments.

Another notable point is the increasing institutional interest. Hougan stated, “This market can grow tenfold, and the blockchains that facilitate this growth will become extremely valuable.” He predicted that almost all payments would be made with stablecoins in the future and that all assets would be tokenized. He highlighted that Solana would be among the projects that benefit the most from this transformation due to its speed, user-friendly structure, strong developer community, and increasing rate of institutional adoption.

Western Union's plan to issue a stablecoin on Solana in early 2026 is seen as an indicator of this momentum. Additionally, Bitwise's BSOL, the first spot Solana ETF in the U.S., has garnered significant interest. This ETF recorded $116 million in net inflows in just two trading days. The first day, BSOL had a trading volume of $57.9 million, marking the highest opening of the year, and produced a volume of $75 million on the second day. Matt Hougan concluded his remarks by stating, “If I am correct, we will see explosive value growth for Solana when a growing market and growing market share combine, just like with Bitcoin.”