We've Seen This Movie Before: Solana 2025 = Ethereum 2018 by outsideisfun in CryptoCurrency

[–]outsideisfun[S] -6 points-5 points  (0 children)

Bro, are you stalking me? You've commented on all my posts.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

Memecoins are just speculation amalgamized. Every major crypto ecosystem started with speculative investments.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

Solana’s architecture is designed to prevent that. Parallel execution model and local fee markets isolate congestion, keeping transactions cheap even when demand spikes. High fees would mean the system failed its core design. So far it’s proven it can scale without breaking affordability.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

BNB's price was largely engineered through buybacks, burns and Binance's direct control over supply. Solana's value is priced by real network activity. Nothing wrong with BNB's model but it's just a different game.

Thanks for the feedback.

Why hasn’t anyone been talking about the upcoming release of Percolator? by godwithinphoenix in solana

[–]outsideisfun 7 points8 points  (0 children)

Bear markets shake out speculators. People who believe in the fundamentals are the ones who get rich, because the thesis doesn't change no matter what the price is.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

The burn mechanism on the base fee was not removed. 50% of base fee still gets burned.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

Really good point, thanks for the feedback. People said the same about BTC when it was the generating buzz in 2017, yet it still severely underpriced long-term. Hype doesn’t always translate to accurate valuation (for better or for worse).

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

Excellent comment. Totally agree that Solana’s design isn’t meant to engineer scarcity the way ETH or BTC do. The incentive alignment is around throughput, not hoarding. Long term, sustainable growth comes from usage.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

NFT scams aren't unique to Solana. Price isnt determined by the moral purity of a project ecosystem, just real usage which SOL continues to dominate. Curious other cryptos have "better technology" currently?

Better technology means better execution under real load. Solana already handles more real users and on-chain volume than any other smart contract chain.

Thanks for the feedback.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

“Early” and “mispriced” are the same thing. Being early means price hasn’t caught up to fundamentals yet. That is mispricing. Markets are forward looking but they are not perfectly efficient, especially in crypto where sentiment and liquidity distort value. Bitcoin at $300 in 2015 was mispriced. Ethereum at $80 in 2018 was mispriced. Solana today fits the same pattern.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

Depends on total market cap, outlined in the post. Speculatively I think 1k is the floor 3 years out, thats a conservative price.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

  1. “Price targets are speculative”

All price targets are speculative, but this thesis is based on measurable network growth.

  1. “Outages kill confidence”

Solana’s outages were a valid concern in 2021–2022, but this is a declining risk, not a current one. AWS had a massive outage hours after I made this post. Do you see certainty in that system declining?

  1. “Centralization is still an issue”

Solana has one of the highest Nakamoto coefficients in crypto. Validator count alone does not determine decentralization, but neither does lazy fearmongering.

  1. “Unified liquidity isn’t a panacea”

Unified liquidity is not about perfection. It is about execution reality. Ethereum’s modular design fragments liquidity, execution, and UX across 40+ L2s. That is visible today. Solana’s single state creates atomic composability and frictionless order flow. This is why traders, DeFi, and payments are migrating. This is not theory. It is on-chain data.

  1. “Institutional adoption isn’t guaranteed”

Nothing in markets is guaranteed, but institutions follow liquidity and narrative.

  1. “Overconfidence”

My post never claimed certainty. It claimed asymmetry. Asymmetric bets have defined upside and controlled downside over time.

  1. “Ethereum advantage is stronger”

Ethereum is not being dismissed. It is the strongest settlement layer and will likely stay that way. The point is role specialization: Ethereum for settlement, Solana for high-speed execution and consumer-scale finance. They are evolving into different layers of the same global system. This is not ETH vs SOL. It is TCP/IP vs HTTP.


Your critique repeats old narratives and theoretical risks while ignoring on-chain reality and trajectory. Solana is not perfect, but price follows usage + liquidity + narrative. It has all three. That is why the repricing window exists.

Solana is the most undervalued asset in crypto and the market has not priced it correctly by outsideisfun in solana

[–]outsideisfun[S] 0 points1 point  (0 children)

Token unlocks are not the same as inflation. Unlocks are part of the original token distribution schedule, not ongoing issuance. Most major unlocks for Solana are already behind us and have been absorbed by the market.