Why Solana Is Poised to Be a Long-Term Winner in the Tokenization Revolution

The blockchain industry is at a pivotal inflection point, with tokenization emerging as the next frontier for financial innovation. As institutions and developers seek scalable, cost-efficient infrastructure to tokenize real-world assets (RWAs), Solana (SOL) has positioned itself as a formidable contender. By combining technical superiority, rapid developer adoption, and institutional backing from figures like Anthony Scaramucci, Solana is uniquely equipped to dominate the tokenization revolution. This analysis examines why Solana's infrastructure and ecosystem make it a compelling long-term investment.

Technical Superiority: Speed, Cost, and Scalability

Solana's architecture is engineered for high-throughput, low-latency operations, making it ideal for tokenization use cases that demand efficiency. According to a report by RedSwitches, Solana processes up to 65,000 transactions per second (TPS) with an average block time of 400 milliseconds and transaction fees averaging just $0.00025 per transaction. In contrast, Ethereum's mainnet handles only 15–30 TPS with 12-second block times, while even its Layer-2 solutions (e.g., Arbitrum, Optimism) struggle to consistently match Solana's native performance.

This technical edge is critical for tokenization, where applications like fractionalized real estate, tokenized stocks, and high-frequency trading require rapid settlement and minimal friction. Solana's hybrid consensus model-combining Proof-of-Stake (PoS) with Proof-of-History (PoH)-enables deterministic finality and parallel processing, reducing bottlenecks that plague other blockchains. While Ethereum prioritizes security and decentralization, Solana's trade-off for speed and cost efficiency aligns with the practical demands of institutional-grade tokenization.

Developer Ecosystem Growth: Fueling Innovation

Solana's developer ecosystem has experienced exponential growth in 2025, driven by improved tooling, grants, and network upgrades. According to Messari's Q3 2025 report, the platform now hosts over 10,000 active developers, with projects spanning DeFi, NFTs, and RWA tokenization. This surge is partly attributable to Solana's Alpenglow upgrade, which enhanced throughput and reduced validator costs, making it more attractive for enterprise applications.

The ecosystem's expansion is further evidenced by the proliferation of tokenization platforms like Solrise and Token.com, which leverage Solana's infrastructure to tokenize assets such as commercial real estate and private equity. These platforms benefit from Solana's low fees and high-speed settlement, enabling seamless on-chain issuance and trading. In contrast, Ethereum's higher costs and slower finality create friction for large-scale tokenization projects, even with Layer-2 solutions.

Institutional Adoption: SkyBridge and the Scaramucci Bull Case

Institutional validation is a cornerstone of Solana's long-term potential. Anthony Scaramucci, founder of SkyBridge Capital, has emerged as one of the most vocal advocates for Solana. During a CNBC interview, Scaramucci described Solana as "the internet of value" for tokenization, drawing parallels to the early days of the web. SkyBridge itself holds a "nine-figure balance" in Solana, with 40% of its digital assets concentrated in a few cryptocurrencies, including SOL. Scaramucci has also highlighted Solana's role in BlackRock's tokenization strategy, noting that its speed and scalability make it ideal for on-chain settlement of real-world assets.

Scaramucci's bullish case is rooted in Solana's ability to attract institutional capital. He predicts that tokenization of stocks, bonds, and commodities on Solana could drive network usage and liquidity, creating a flywheel effect for the asset's value. SkyBridge's $300 million cryptocurrency fund, which includes Solana as a key holding, underscores this confidence.

Price Action and Market Trends: A Strong Foundation

Solana's price trajectory in 2025 reflects growing institutional and retail interest. According to XS.com, the average price prediction for 2025 is $137.59, with a base-case projection of $680 by 2030. These forecasts are supported by tokenization-driven demand, DeFi growth, and favorable regulatory tailwinds. Trading volume data also tells a compelling story: in late 2025, Solana's daily trading volume surged to $10.08 billion, signaling renewed liquidity and investor confidence.

Upcoming upgrades like Alpenglow are expected to further enhance Solana's appeal. By improving throughput and reducing validator costs, the upgrade could attract more institutional participants, reinforcing the network's role in tokenization. Analysts at IBTimes have noted that tokenized finance-particularly the settlement of RWAs-could be the next major catalyst for Solana's price, as institutions seek scalable infrastructure.

Conclusion: A Strategic Investment in the Future of Finance

Solana's combination of technical excellence, developer momentum, and institutional adoption positions it as a long-term winner in the tokenization revolution. While Ethereum remains a dominant force in decentralized finance, its limitations in speed and cost make it less suited for the high-throughput demands of tokenized assets. Solana, by contrast, offers a purpose-built infrastructure that aligns with the practical needs of institutions and developers alike.

With SkyBridge's backing, Scaramucci's bullish projections, and a robust ecosystem of tokenization platforms, Solana is not just a speculative play-it's a foundational asset in the next phase of blockchain innovation. For investors seeking exposure to the tokenization wave, Solana represents a compelling, well-justified opportunity.