Key Points Over the past 12 months, the Solana blockchain ecosystem generated nearly $3 billion in revenue. Solana is now growing faster than Ethereum, especially in key areas such as decentralized finance. While Solana has huge upside potential, it remains a volatile and highly speculative cryptocurrency. 10 stocks we like better than Solana › In the crypto market, Bitcoin (CRYPTO: BTC) remains the unquestioned market leader. With a current market cap of $2.2 trillion, Bitcoin still accounts for ...

Core Insights - The Digital Asset Treasury (DAT) model, popularized by Michael Saylor's Bitcoin Strategy, has led to the establishment of a $344.4 million Aethir-dedicated DAT in collaboration with Predictive Oncology [1][4]. Group 1: Aethir's DAT Model - Aethir's DAT aims to differentiate itself from traditional DATs by actively utilizing assets rather than allowing them to sit idle, thereby supporting the project's infrastructure [2][5]. - The revenue generated from Aethir's GPU rentals will be reinvested to purchase $ATH tokens on the open market, which will help reduce the token supply and link the DAT's performance to actual network usage [5][8]. - The Aethir DAT is designed to be economically sustainable and self-reinforcing, contrasting with the more speculative nature of many existing DATs [6]. Group 2: Predictive Oncology's Role - Predictive Oncology focuses on healthcare, particularly in AI and machine learning for drug discovery and cancer treatment, but has faced declining revenues and increasing net losses since 2021 [4]. - The Aethir treasury represents over 50% of the ATH token's market cap, highlighting its significant impact on the token's valuation [7]. Group 3: Industry Context - Companies utilizing DATs collectively hold over $150 billion in assets, indicating a substantial market presence [7]. - The trend of creating or converting companies into DATs often leads to inflated share prices and short-term shareholder returns, raising concerns about their sustainability [3].

Core Insights - Bitcoin and Ethereum are leading cryptocurrencies, both up approximately 30% this year, making them essential for a diversified crypto portfolio [1] - Solana, the sixth-largest cryptocurrency, has gained about 40% in the last 90 days and is attracting attention due to the potential introduction of spot crypto exchange-traded funds (ETFs) [2] Solana's Competitive Edge - Solana is positioned as a potential competitor to Ethereum, being a smart contract blockchain network with a diverse ecosystem [4] - The key advantage of Solana is its high transaction speed, capable of processing over 100,000 transactions per second, compared to Ethereum's 30 transactions per second [5] Revenue Generation - Solana generated over $2.85 billion in revenue in the past 12 months from various activities, including decentralized finance (DeFi), cryptocurrency trading, meme coins, decentralized physical infrastructure (DePIN), and artificial intelligence (AI) [6] - This revenue level is comparable to companies like Palantir Technologies and Robinhood Markets [6] Growth of Solana Treasury Companies - The emergence of Solana treasury companies has contributed to its recent price increase, with 18 companies collectively holding over $4 billion in Solana, representing about 3% of its total circulating supply [9]

Group 1: Core Insights - World Liberty Financial has launched its USD1 stablecoin on Solana and other blockchains, raising the question of whether to invest in the platform (Solana) or the operator (World Liberty Financial) [1] - The article suggests that investing in Solana is the clearer choice due to its strong performance and network advantages [1][7] Group 2: Solana's Advantages - Solana's low transaction fees, which are fractions of a cent, and its unique fee structure (50% burned and 50% to validators) incentivize network participation and contribute to anti-inflationary tokenomics [3] - The network's transaction throughput is impressive, with real-world capabilities of thousands of transactions per second and a theoretical peak exceeding 65,000 [3] - Solana generated $1.7 million in chain revenue on September 17, indicating strong demand and usage [4] - Emerging growth segments, particularly decentralized physical infrastructure (DePIN) projects, are increasingly utilizing Solana due to its speed and low fees [5] - Features like Actions and Blinks facilitate transactions for AI agents, contributing to the flourishing AI segment on the chain [5][6] Group 3: World Liberty Financial Overview - World Liberty Financial is a crypto company owned by the Trump family, primarily focused on generating fees from its USD1 stablecoin [9] - The token associated with World Liberty Financial provides limited voting rights in governance policies, but lacks the broader network value generation seen with Solana [9][8]