Haotian
Haotian|6月 03, 2026 09:47
1 HYPE = 1 SOL , It's really within reach. Although the same price does not necessarily indicate anything, the emotional release of whether this "transcendence" was achieved by HYPE's single bullish line or SOL's subsequent bearish trend is vastly different. I remember that I analyzed the next step of valuation and growth logic of @ solana long ago. According to the established route, Solana will take the Internet capital market infrastructure as a new positioning and launch an impact on the RWA token asset market. I have seen a data that if the asset tokenization market grows to $9 trillion by 2030, Solana, even with only 5% market share in its infrastructure services, can leap to a trillion dollar market value through protocol revenue, profit margins, etc., and the price of SOL will eventually exceed $1000. However, it is regrettable that the story of asset tokenization infrastructure service positioning is now directed towards @ HyperliquidX in terms of overall market expectations and value projection. The key is that HYPE has not guided everyone to imagine the size of the tokenized asset market in 2030, as well as the market value space that its own market share should support, and so on. VC、 Institutions and individual investors, looking at the outstanding performances of HIP-3, HIP-4, Tradexyz, and others, all directly use brainless Buy in to bully. In contrast, where is the new episode of the Internet capital market story that Solana once wanted to tell, what will be the turning point, and whether there can be an end, everything is overwhelmed by the impact of the virtual Crypto narrative. Perhaps Solana did nothing wrong and the narrative of the general trading public chain has not been falsified, but the overall environment has really changed. It can only be said that Hyperliquid used products and data performance from the vertical Perps application chain to "seize" and arbitrage the highlight moments that originally belonged to Solana in advance.
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