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TradFi’s Massive Pivot: Which Blockchain did Visa, BlackRock & Stripe Choose? 🚀
3 min read4 May 2026
TL;DR
This video makes the case that Solana has become the dominant blockchain for traditional finance institutions, with companies like Visa, BlackRock, Stripe, PayPal, and JP Morgan all choosing it for tokenized assets and stablecoin payments. The creator argues Solana is massively undervalued at 17% of Ethereum's market cap despite far outperforming it in revenue, transactions, and real-world adoption.
Key points
1
Solana has dominated tokenized stock trading for 48 consecutive weeks with $150M in volume vs $2.49M for all other chains combined.
2
Major TradFi and fintech players including Visa, BlackRock, Stripe, PayPal, JP Morgan, Western Union, Coinbase, Meta, and X have all chosen Solana for payments or tokenization.
3
Solana generates $2.61M in 24-hour revenue vs Ethereum's $1.15M, yet trades at only 17% of Ethereum's market cap — a disparity the creator calls irrational.
4
Circle mints approximately $2-2.5 billion in USDC per week on Solana, and BlackRock's tokenized money market fund (BUIDL) has reached $1.7B AUM on Solana.
5
Bitwise CIO Matt Hougan says Solana has the best setup he has seen in crypto in 8 years, citing undeniable institutional adoption momentum.
Actionable insights
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Solana is trading at 17% of Ethereum's market cap despite higher revenue, more transactions, and greater institutional adoption — the creator views current prices as a buying opportunity.
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Watch the GENIUS/Clarity Act passage this summer as a potential catalyst: a 55% chance on Polymarket currently, and passage could trigger a broad altcoin rally.
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Circle's USDC minting on Solana ($2-2.5B/week) and BlackRock's $1.7B fund expansion signal that institutional infrastructure is being built now, ahead of retail awareness.
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Increased chain usage burns more SOL supply via fee burning, creating a deflationary pressure that should theoretically support price appreciation over time.
Notable quotes
“It is $114,000 worth of capital per transaction done on ETH every day. Compare that to $589 on Salana. I have never ever ever as a tried guy, I've never seen such disparity in all my life.”
“Winner takes most. Who will the winner be? I think you know and you've seen the big steps by the big firms already down this direction.”
“The price sucks, but this is the time to stack.”
Worth watching?
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Worth watching the full video?
All the key data, company names, and arguments are captured here — skip the video unless you want the chart walk-throughs or enjoy the creator's commentary style.
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