Solana To $500? Why Bulls Think AI Could Change | Crypto News
Solana’s AI narrative is gaining contemporary help from crypto traders who argue that SOL could also be positioned as a core financial infrastructure asset in an agent-driven financial system. Parker White, COO of DeFiDevCorp, and Delphi Ventures founding companion Tom Shaughnessy both pointed to Solana’s velocity, liquidity and developer ecosystem as causes the market could also be underpricing the asset.
Solana’s AI Thesis Is Heating Up
White, identified on X as @TheOtherParker_, said on May 9 that he stays bullish on SOL because Solana combines “s-tier technology, user adoption, and liquidity.” He pushed back on the common argument that Ethereum’s bigger DeFi liquidity and TVL base provides it an unassailable lead, arguing that the comparability seems to be different once conventional finance enters the market.
“Some people will counter with ‘Yes, but ETH has such a huge DeFi liquidity/TVL lead.’ Huge is relative though and compared to TradFi liquidity, all DeFi liquidity is a drop in the bucket,” White wrote. “So when TradFi capital allocators enter the space, SOL and ETH are effectively on the same, level playing field. In this environment, technology/UX plays a giant role on adoption and SOL wins hands down.”
White also argued that SOL’s relative valuation leaves room for a bigger repricing if traders start to deal with Solana as a severe competitor to Ethereum. “Couple all of this with the 5x relative value differential, and it’s really hard not to be bullish,” he wrote. “If SOL just catches up to ETH, SOL is at roughly $500 without ETH even moving. Good odds of a good outcome.”
The more novel half of White’s thesis shouldn’t be merely that Solana can compete with Ethereum on throughput or person expertise. It is that AI may make Solana more strategically related, not less. In his view, many software program companies face uncertainty as AI compresses margins or disrupts established cash-flow fashions. Solana, by distinction, may benefit if autonomous brokers require fast, low-cost and globally accessible financial rails.
“As future software cashflows continue to be repriced with increased uncertainty, investors will look to diversify, bc diversification is the best way to combat uncertainty,” White wrote. “As this diversification occurs, rationale investors will look at SOL as a financial software infrastructure play that has a ‘high degree of positive AI convexity.’”
White’s argument rests on the idea that agentic exercise will require low-cost, high-frequency settlement. He described Solana as “second to none” for micropayments and said token-to-token worth switch between non-human brokers “makes sense on SOL, but nowhere else.” Other networks, he argued, are either too costly or lack the infrastructure and liquidity needed for that use case.
He also said Solana’s community results could be strengthened moderately than weakened by AI usage. “Second, the network effects and liquidity cannot be replicated by a fresh AI-built system,” White wrote. “More AI usage actually strengthens the network effects and liquidity, not weakens. This is where the positive convexity comes in.” He added that crypto networks are “global, permissionless, and composible,” making them a natural working setting for brokers that need to work together, collaborate, pay and construct across borders.
Shaughnessy, writing individually on X, made a comparable case. He said his SOL thesis is that it’s “the best chain for AI,” citing low-cost and fast infrastructure alongside what he called the strongest engineering base. He also argued that AI will make it simpler to construct new crypto functions, doubtlessly accelerating sector formation through “easy capital formation,” global communities and speedy app creation.
In a follow-up post, Shaughnessy contrasted Solana with Bitcoin in the context of AI brokers. “I don’t think AI and agents interplay with BTC directly since it’s not a programmable chain they can interact on,” he wrote. “I do think BTC is a massive beneficiary of AI as AGI will want to own assets humans can’t manipulate and mass money printing to deal with AGI benefits BTC.”
For Solana, Shaughnessy summarized the thesis as “legitimate AI sector ownership,” quicker chain efficiency through Alpenglow, under-ownership after traders bought SOL for other property, and the potential for pre-IPO shares to commerce around the clock.
At press time, SOL traded at $94.51.
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