A popular U.S.-focused crypto analyst recently laid out a blunt thesis: a growing slice of American developers, retail users and even hedge funds is shifting marginalA popular U.S.-focused crypto analyst recently laid out a blunt thesis: a growing slice of American developers, retail users and even hedge funds is shifting marginal
ETH Feels Corporate: US Capital Quietly Migrating To SOL?
A popular U.S.-focused crypto analyst recently laid out a blunt thesis: a growing slice of American developers, retail users and even hedge funds is shifting marginal capital from Ethereum to Solana — not because Ethereum failed, but because it “became too expensive and too complex for regular people to use.” The content creator, who frames the piece explicitly as a behavior and narrative analysis rather than a price call, positions Solana as “the upgrade” many U.S. users are testing in practice: a chain that trades some decentralization purity for speed, cost and consumer-grade UX. Ethereum Is Infrastructure, Solana Is
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