Solana’s AI narrative is gaining recent assist from crypto buyers who argue that SOL could also be positioned as a core monetary infrastructure asset in an agent-driven financial system. Parker White, COO of DeFiDevCorp, and Delphi Ventures founding companion Tom Shaughnessy each pointed to Solana’s velocity, liquidity and developer ecosystem as causes the market could also be underpricing the asset.
Solana’s AI Thesis Is Heating Up
White, identified on X as @TheOtherParker_, said on Might 9 that he stays bullish on SOL as a result of Solana combines “s-tier expertise, person adoption, and liquidity.” He pushed again on the widespread argument that Ethereum’s bigger DeFi liquidity and TVL base offers it an unassailable lead, arguing that the comparability appears completely different as soon as conventional finance enters the market.
“Some folks will counter with ‘Sure, however ETH has such an enormous DeFi liquidity/TVL lead.’ Enormous is relative although and in comparison with TradFi liquidity, all DeFi liquidity is a drop within the bucket,” White wrote. “So when TradFi capital allocators enter the area, SOL and ETH are successfully on the identical, stage enjoying discipline. On this surroundings, expertise/UX performs an enormous function on adoption and SOL wins arms down.”
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White additionally argued that SOL’s relative valuation leaves room for a bigger repricing if buyers start to deal with Solana as a critical competitor to Ethereum. “Couple all of this with the 5x relative worth differential, and it’s actually onerous to not be bullish,” he wrote. “If SOL simply catches as much as ETH, SOL is at roughly $500 with out ETH even shifting. Good odds of an excellent final result.”
The extra novel a part of White’s thesis isn’t merely that Solana can compete with Ethereum on throughput or person expertise. It’s that AI might make Solana extra strategically related, not much less. In his view, many software program companies face uncertainty as AI compresses margins or disrupts established cash-flow fashions. Solana, in contrast, may benefit if autonomous brokers require quick, low-cost and globally accessible monetary rails.
“As future software program cashflows proceed to be repriced with elevated uncertainty, buyers will look to diversify, bc diversification is one of the simplest ways to fight uncertainty,” White wrote. “As this diversification happens, rationale buyers will take a look at SOL as a monetary software program infrastructure play that has a ‘excessive diploma of optimistic AI convexity.’”
White’s argument rests on the belief that agentic exercise would require low cost, high-frequency settlement. He described Solana as “second to none” for micropayments and stated token-to-token worth switch between non-human brokers “is sensible on SOL, however nowhere else.” Different networks, he argued, are both too costly or lack the infrastructure and liquidity wanted for that use case.
He additionally stated Solana’s community results can be strengthened quite than weakened by AI utilization. “Second, the community results and liquidity can’t be replicated by a recent AI-built system,” White wrote. “Extra AI utilization really strengthens the community results and liquidity, not weakens. That is the place the optimistic convexity is available in.” He added that crypto networks are “world, permissionless, and composible,” making them a pure working surroundings for brokers that have to work together, collaborate, pay and construct throughout borders.
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Shaughnessy, writing individually on X, made the same case. He stated his SOL thesis is that it’s “the very best chain for AI,” citing low cost and quick infrastructure alongside what he known as the strongest engineering base. He additionally argued that AI will make it simpler to construct new crypto functions, probably accelerating sector formation by “straightforward capital formation,” world communities and speedy app creation.
In a follow-up put up, Shaughnessy contrasted Solana with Bitcoin within the context of AI agents. “I don’t assume AI and brokers interaction with BTC immediately because it’s not a programmable chain they’ll work together on,” he wrote. “I do assume BTC is a large beneficiary of AI as AGI will need to personal belongings people can’t manipulate and mass cash printing to take care of AGI advantages BTC.”
For Solana, Shaughnessy summarized the thesis as “reputable AI sector possession,” quicker chain efficiency by Alpenglow, under-ownership after buyers bought SOL for different belongings, and the potential for pre-IPO shares to commerce across the clock.
At press time, SOL traded at $94.51.
Featured picture created with DALL.E, chart from TradingView.com
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