Ethereum Losing Ground to Solana; Bitcoin Stands Firm

I believe Wall Street has come to see that Ethereum (ETH) does not qualify as sound money and can be supplanted by more advanced technology. I view Solana as a real-world example of that replacement potential.

From where I stand, Ethereum staking now offers APRs that resemble bank rates on USD, and that undermines its monetary narrative. Meanwhile, Ethereum’s fees are lackluster because liquidity has flowed out to Layer‑2 solutions and to alternatives like Solana.

I also think Bitcoin (BTC) is unlikely to be displaced in the near term — its issuance schedule is embedded in code and not subject to change by a foundation, which preserves its monetary credibility.