When TradFi starts throwing out price predictions like this, you know things are getting serious.

Apparently VanEck, everyone’s favorite Pudgy Penguin-clad Twitter profile and bank, is more bullish on Solana than we ever thought.

Let’s dive in to what they’re seeing, and what has them so hype.

The VanEck Sized Prediction

VanEck, those suits managing $89B in boomer money, just called for Solana to hit $520 by late 2025. 

That's a casual 170% pump from today's $190. 

But, if this major financial entitiy is to be believed, there’s some solid fundamental analysis to back up these numbers.

VanEck has been keeping a close eye on the M2 money supply, watching it like hawks.

They expect it to balloon from $21.5T to $22.3T by 2025, which is nothing short of mind-boggling when you consider the amount of capital invovled. 

And we all know what happened last time the printer went brrr… spoiler alert: crypto took off like a rocket.

Solana Has Been Busy

While the normies were sleeping, Solana has been putting up some ridiculous numbers, crushing both Bitcoin and Ethereum in active addresses and casually doing $109B in DEX volume.

January was a very busy month for the underdog network, and it’s now sitting pretty with $8.6B in TVL, only behind the ETH chad itself. 

Things are shaping up beautifully for Solana, and it’s the comeback story of Web3’s lifetime so far.

Q4 2024 in particular was absolutely bonkers, with revenue up 213% (thanks in no s mall part to the TRUMP token launch) and TVL up 64% (in no small part to the degens aping into said TRUMP token.)

And there’s still dry powder on the sidelines ready to kick back up this rally at any time – there are over $5.1B in stables on the network ready to rock and roll at the first signs of a preferable entry. 

ETF Season Approaches

The suits aren't done yet, with Grayscale having their Solana ETF filing under review, and everyone from Bitwise to VanEck wanting a piece of the action. 

JPMorgan thinks we're looking at $3-6B in year one inflows, meaning Solana is quickly becoming the darling child of Wall Street.

The highs of the Bitcoin and Ethereum ETFs have worn off, and everyone is looking for the “next big thing” on the crypto ETF scene – Solana might just deliver.

But a few things need to happen for Solana to make the most of this potential TradFi boon.

DeFi and memecoins need to keep doing their thing, AI tokens need to keep printing, and of course the SEC needs to actually approve something.

That last point could be more likely than in previous years, given the new SEC’s partiality towards digital assets. 

Taking It Home

SOL took a big hit when Bitcoin decided to take a breather below $100K. 

We're talking $365M in outflows and a dip to $190, so things have cooled off significantly from this cycle’s highs.

But when TradFi starts throwing around numbers like $520, crypto OGs start sweating about the top while institutions are quietly buying.

Solana isn’t playing around anymore – it’s officially a blue-chip smart contract network, and that means something.