VanEck's long thesis on Solana: Predicts a target price of $3,211 by 2030

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VanEck

The well-known asset management firm and ETF issuer VanEck is optimistic about the future valuation of SOL. They believe that Solana is more likely to be widely adopted, and under the assumption of possibly hosting over 100 million users, the price of SOL could reach $3,211.28 in the future. VanEck has listed multiple analysis points.

"VanEck’s Base, Bear, Bull Case: Solana Valuation by 2030"

Note: VanEck discloses that they may hold the digital assets mentioned in the report; Solana product manager Matt Sorg is included in providing advice for this report.

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Solana SOL Valuation Estimate

The report applied VanEck's standardized valuation framework to Solana, suggesting that by 2030, Ethereum will host 70% of global cryptocurrency transactions with a price of $11,800, while Solana's close to 30% share is considered reasonable.

By then, Solana's on-chain annual revenue is projected to reach $51.8 billion, leading to a target price of $3,211 for SOL.