Overview
- Standard Chartered cut its end‑2026 SOL forecast to $250 from $310 as the token trades near $100 after a sharp slide from last year’s peak around $293.
- The bank raised its multi‑year path to $400 in 2027, $700 in 2028 and $1,200 in 2029, and issued a first‑time 2030 projection of $2,000.
- Analysts cite a shift on Solana’s DEXs away from memecoins toward SOL‑stablecoin pairs, with stablecoin turnover on Solana reported to outpace Ethereum on some measures.
- Micropayments form a key pillar of the thesis, highlighted by Solana’s median fee near $0.0007 versus about $0.015 on Base and example transactions on Coinbase’s x402 averaging roughly $0.06.
- Institutional interest is growing, with Bitwise’s BSOL taking 78% of SOL ETF net inflows since October 2025 and over 1% of supply held by ETFs, while event‑contract markets still price wide 2026 outcomes with about 30% odds below $40 and 41% above $200.