XRP Vs. Solana: Experts Predict Which Spot ETF | Crypto News
In an interview hosted by Kyle Chassé, Bitwise Chief Investment Officer Matt Hougan and Bloomberg ETF analyst James Seyffart weighed in which spot ETF may appeal to more inflows– XRP or Solana–if permitted on the identical day. Both concluded that the initial wave of capital would doubtless favor XRP, even as longer‑time period asset accumulation may tilt toward Solana.
XRP or Solana: Which Spot ETF Will Dominate?
Seyffart grounded his view in the efficiency of current spinoff‑primarily based merchandise. “We did have, we had a kind of a situation like this where we had futures Solana ETFs and leverage futures or derivatives based ETFs that have exposure to Solana launched before the XRP versions. And the XRP versions have got more assets and flows than the Solana version,” he mentioned.
While cautioning that “derivatives based products are nowhere near as high in the list of demand for investors as the spot products would be,” he cited that precedent alongside the power of XRP’s retail group. According to Seyffart, a “pseudo spot product from Rex Osprey that went through a whole bunch of loopholes and end arounds to try and get exposure to spot Solana with staking” has also “done very well,” but not enough to alter his close to‑time period rating.
“I think in the near term, I would bet on XRP, but over the long term, I’d probably bet on Sol getting more assets,” Seyffart continued, pointing to mass‑market familiarity with XRP narratives—“anyone I know who doesn’t really know this space at all…they like XRP. They think it’s gonna be the backend settlement system for all banks”—and the persistent quantity of XRP‑associated dialogue across TikTok, Reddit and different social platforms.
“The ground game is unreal,” he mentioned, before including that institutional conversations skew otherwise: “From an institutional point of view…there seems to be a lot more serious people looking at Solana…definitely I lean Solana or Ethereum from my point of view.”
Hougan concurred with the sequencing. “I actually agree. I think XRP would do better out of the gate,” he mentioned, emphasizing that the depth of a dedicated minority, moderately than broad sentiment, drives day‑one ETF flows. “I think the average opinion of Solana is better than it is for XRP across crypto investors, but that’s not who buys the ETF on day one. It’s the passion, right?”
Recounting his expertise at an XRP‑targeted occasion, he underscored the depth of that base: “I went to an XRP conference in Vegas on a Saturday. There were 1,200 people in the room. Every seat was taken. That’s crazy…There is an army of people who are really passionate about XRP, and I think it would do exceptionally well out of the gate. It doesn’t matter, again, that 90% of people hate it. What matters is 10% of people love it.”
Hougan added that Solana’s eventual trajectory would rely on its “narrative transition,” suggesting a shifting storyline around the community may affect timing-sensitive allocations. “If Solana is ripping…it would do well,” he mentioned. “But my base case out of the gate would be XRP, at least for the first few months.”
Taken collectively, the analysts’ assessments define a bifurcated path: an early surge in XRP spot ETF inflows propelled by a extremely mobilized retail constituency, adopted by a potential reversion in which Solana, benefiting from deeper institutional engagement and evolving narratives, may surpass XRP in whole belongings over time.
At press time, XRP traded at $3.06.
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