{"id":48690,"date":"2025-09-21T17:16:51","date_gmt":"2025-09-21T17:16:51","guid":{"rendered":"https:\/\/dogewisperer.com\/?p=48690"},"modified":"2025-09-21T17:16:51","modified_gmt":"2025-09-21T17:16:51","slug":"why-solana-may-offer-the-greatest-upside-in-crypto-pantera-capital-explains","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=48690","title":{"rendered":"Why Solana May Offer the Greatest Upside in Crypto \u2013 Pantera Capital Explains"},"content":{"rendered":"
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Prominent investment firm, Pantera Capital, said that Solana is approaching a major inflection point in its adoption across consumers, fintechs, and institutions.<\/p>\n

Pantera Capital highlighted SOL\u2019s under-allocation by institutions and predicted that ETF approval would ignite a significant wave of demand.<\/p>\n

Pantera Bets on Solana<\/h2>\n

In a series of tweets on X, Pantera Capital explained<\/a> that, unlike Bitcoin and Ethereum, whose institutional adoption has been cemented through dozens of exchange-traded funds (ETFs) and massive corporate holdings, Solana\u2019s journey is only just beginning.<\/p>\n

At present, there are no Solana ETFs, and only five public companies hold SOL, and institutions own less than 1% of the total supply, which is far below Bitcoin\u2019s 16% and Ethereum\u2019s 7%.<\/p>\n

Despite this, Solana\u2019s fundamentals are increasingly difficult to ignore, according to the venture capital giant. Major players like Stripe and PayPal are actively building on the network, which further boosts the asset\u2019s position as a practical option for real-world applications.<\/p>\n

Moreover, while its market capitalization is just a fraction of Bitcoin and Ethereum, Solana leads both in critical usage metrics such as transaction throughput and user activity. With a potential Solana ETF approval on the horizon as early as Q4 2025, Pantera argued that institutions will soon catch up to the under-allocation gap.<\/p>\n

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\u201cWe believe Solana\u2019s adoption story is just beginning, offering greater asymmetric upside potential.\u201d<\/p>\n<\/blockquote>\n

The latest observation by Pantera comes just days after Nasdaq-listed Helius Medical Technologies raised<\/a> more than $500 million through an oversubscribed PIPE to implement a Solana-backed treasury plan. In addition to Pantera Capital, Summer Capital will also be leading the offering. Shares were sold at $6.881, with stapled warrants exercisable at $10.134.<\/p>\n

The company plans to deploy the funds to purchase SOL as its main reserve asset, and create a treasury vehicle while opening new capital opportunities to support Solana\u2019s continued network expansion and adoption.<\/p>\n

Solana Treasury Advantage<\/h2>\n

Several other analysts are projecting that SOL treasury companies could outperform Bitcoin and Ethereum in 2025, thanks to the former\u2019s unique combination of yield, throughput, and growth potential. Galaxy\u2019s Michael Marcantonio recently stated<\/a> that SOL offers a gross staking yield of 7-8%, compared with ETH\u2019s 3-4%, while BTC provides no yield at all.<\/p>\n

This allows treasury firms to reinvest rewards, grow net asset value (NAV) faster, and create a steady income stream. Despite a smaller market cap, Solana handles more transactions and reaches more users than ETH, which gives treasuries greater upside from network adoption.<\/p>\n

SOL\u2019s historically higher volatility, around 80% compared to BTC\u2019s 40% and ETH\u2019s 65%, makes financing tools cheaper and token accumulation faster, which, in turn, enhances treasury mechanics. Marcantonio noted that these factors \u2013 higher yield, superior throughput, and more efficient accumulation \u2013 position Solana treasury companies to potentially outshine BTC and ETH reserves, and help in generating stronger returns and accelerating NAV growth through 2025.<\/p>\n

The post Why Solana May Offer the Greatest Upside in Crypto \u2013 Pantera Capital Explains<\/a> appeared first on CryptoPotato<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Prominent investment firm, Pantera Capital, said that Solana is approaching a major inflection point in its adoption across consumers, fintechs, and institutions. Pantera Capital highlighted SOL\u2019s under-allocation by institutions and predicted that ETF approval would ignite a significant wave of demand. Pantera Bets on Solana In a series of tweets on X, Pantera Capital explained […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[2],"tags":[3,4,5],"class_list":["post-48690","post","type-post","status-publish","format-standard","hentry","category-news","tag-crypto","tag-doge","tag-news"],"_links":{"self":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/48690","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=48690"}],"version-history":[{"count":0,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/48690\/revisions"}],"wp:attachment":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=48690"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=48690"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=48690"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}