In a bold prediction, Matt Hougan, Chief Investment Officer at Bitwise, has asserted that Solana is on course to become the preferred infrastructure for stablecoin issuance and real‑world asset tokenization among institutional players.
Hougan argues that Solana’s superior transaction speed, throughput, and fast finality give it a technical edge that traditional Wall Street entities value highly. He cited improvements in settlement latency — shrinking from roughly 400 microseconds down to 150 microseconds — as evidence that Solana can better meet the demands of high‑frequency and settlement‑sensitive workflows.
He also noted that many in institutional finance perceive Bitcoin as hard to frame in terms of utility, while the rise of stablecoins and tokenized assets offers a clearer bridge between traditional markets and blockchain. According to Hougan, Wall Street is increasingly recognizing that stablecoins may reshape payments, and tokenization could reinvent markets for equities, real estate, commodities, and debt instruments.
That said, Solana’s current footprint in the stablecoin domain remains modest. It holds roughly 4.7 % market share with about $13.9 billion in on‑chain stablecoins, compared to Ethereum’s dominant position commanding around 59 % (and over $172 billion) on its mainnet alone.
Still, Bitwise’s backing and vocal optimism reflect a growing confidence in Solana’s potential to carve out a larger role in institutional finance. If the narrative holds, Solana may transition from niche infrastructure to a backbone network for tokenized value in the years ahead.