When is the next $SOL pump?

The obvious FUD over $2.4B unlock in March, but I believe deeper market changes are happening.

Just as Solana was coming after Ethereum, $SOL now faces its own competitors.

$SUI is one:

- Up by 400% in 6 months, compared to $SOL's 68%

- TVL up by 10x in a year to $1.7B

I also like Sui's ecosystem: the wallets are great, the dApps are feature-rich, and the UI/UX is comparable to Solana.

Still, SUI is 8 times cheaper by market cap but only 3 times by FDV.

So, perhaps the SUI trade is done?

Next, we have Monad and MegaETH.

Both are yet to launch and are coming after Solana's "performant chain" mindshare.

If both launch at relatively low market caps, I plan to sell some $SOL gains to Monad and MegaETH.

I believe many are thinking like me.

I could add Berachain that is coming after the Solana's degen crowd.

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I believe Solana is currently in a defensive position, while Ethereum operates in its own league.

Who's actually coming after Ethereum's most decentralized but slow and expensive chain narrative?

Everyone wants to be the fastest!

Plus, ETH has increasing ETF inflows and L2s like MegaETH is making Ethereum L2 scaling roadmap increasingly sexy.

Solana continues to lead the memecoin narrative, but with recent utility token pumps, the risk-reward balance for memecoins is now less appealing.

On top, AI agents are gaining equal, if not more, popularity in Base compared to Solana, with Virtuals leading the pack.

So, what does Solana offer?

Solana arguably provides the best UI/UX in crypto for onboarding new users—Pudgy Penguins choosing Solana is a big win.

Even though MegaETH is fast, it won't immediately resolve Ethereum's UX issues.

Perhaps the most significant catalyst is the SOL ETF.

Yet with the pro-crypto stance of the U.S. government, we might see ETFs for every major token.

So, when's the next SOL pump? lol

Sorry, but in this post, I'm asking, not answering.

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