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Solana Price Prediction 2030: VanEck's Bull, Base, and Bear Case w/ Matthew Sigel

34 min • 24 september 2024

Will Solana overtake Ethereum as the leading blockchain by 2030? Join us as we dive into VanEck's research report, featuring three possible scenarios for Solana's future: a bearish, a base case, and a bullish. Matthew Sigel, Head of Digital Assets Research at VanEck, shares his insights on Solana's strengths, challenges, and potential for growth.


You'll learn:

  • VanEck's bullish, base, and bearish price predictions for Solana by 2030.
  • The key assumptions behind VanEck's Solana valuation model.
  • The challenges Solana faces, including MEV, chain congestion, and developer adoption.


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📚 Helpful Resources 📚

VanEck's report on Solana valuation by 2030: ⁠https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/

VanEck's report on Bitcoin valuation by 2050: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-2050-valuation-scenarios-global-medium-of-exchange-and-reserve-asset

VanEck's report on Bitcoin Miners' AI Arbitrage: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-miners-ai-arbitrage-play-to-boost-revenue/

VanEck's report on mid-September 2024 Bitcoin chaincheck: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-mid-september-2024-bitcoin-chaincheck-1-year-review-edition

VanEck Crypto Monthly Recap for August 2024: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-crypto-monthly-recap-for-august-2024/


📺 Recommended Watching 📺

Solana Breakpoint Overview: https://youtu.be/FmRlAv1LacM How to Guarantee Profit This Cycle: https://youtu.be/yjxeGo7YZ_s


🎙 GUEST INFO 🎙

Matthew’s X: https://x.com/matthew_sigel

Matthew’s LinkedIn: https://www.linkedin.com/in/matthew-sigel-recovering-cfa-77a97/

VanEck’s website: https://www.vaneck.com/us/en/


⏱ TIME POINTS ⏱

00:00 - Intro

02:10 - AMA Announcement

02:57 - Gemini

03:34 - Revisiting VanEck's report on Solana

10:05 - Solana's unique strengths as an L1

13:30 - The importance of data throughput in a blockchain success

16:05 - The need for a "Killer App" on Solana

20:00 - Fee revenue and expenses on Solana: VanEck's short-term and long-term outlook

22:15 - VanEck's 2030 price prediction for Solana

25:50 - The Future of Layer 1 blockchain

28:15 - Update on VanEck's Solana ETF

30:00 - Key considerations for investors in the current market

32:20 - Yield sharing model for VanEck's Agora stablecoin


📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

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