Solana’s AI narrative is gaining fresh support from crypto investors who argue 
that SOL may be positioned as a core financial infrastructure asset in an 
agent-driven economy. Parker White, COO of DeFiDevCorp, and Delphi Ventures 
founding partner Tom Shaughnessy both pointed to Solana’s speed, liquidity and 
developer ecosystem as reasons the market may be underpricing the asset. 
Solana’s AI Thesis Is Heating Up White, known on X as @TheOtherParker_, said 
on May 9 that he remains bullish on SOL because Solana combines “s-tier 
technology, user adoption, and liquidity.” He pushed back on the common 
argument that Ethereum’s larger DeFi liquidity and TVL base gives it an 
unassailable lead, arguing that the comparison looks different once 
traditional 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.” Related 
Reading: Solana Sees Rising Social Hype, Yet Network Activity Is Falling White 
also argued that SOL’s relative valuation leaves room for a larger repricing 
if investors begin to treat Solana as a serious 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 part of White’s thesis is not simply that Solana can compete with 
Ethereum on throughput or user experience. It is that AI could make Solana 
more strategically relevant, not less. In his view, many software businesses 
face uncertainty as AI compresses margins or disrupts established cash-flow 
models. Solana, by contrast, could benefit if autonomous agents 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 assumption that agentic 
activity will require cheap, high-frequency settlement. He described Solana as 
“second to none” for micropayments and said token-to-token value transfer 
between non-human agents “makes sense on SOL, but nowhere else.” Other 
networks, he argued, are either too expensive or lack the infrastructure and 
liquidity needed for that use case. He also said Solana’s network effects 
would be strengthened rather 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 operating environment for agents that need to interact, collaborate, 
pay and build across borders. Related Reading: Solana (SOL) Breakout Setup 
Strengthens As Bulls Regain Full Control Shaughnessy, writing separately on X, 
made a similar case. He said his SOL thesis is that it is “the best chain for 
AI,” citing cheap and fast infrastructure alongside what he called the 
strongest engineering base. He also argued that AI will make it easier to 
build new crypto applications, potentially accelerating sector formation 
through “easy capital formation,” global communities and rapid app creation. 
In a follow-up post, Shaughnessy contrasted Solana with Bitcoin in the context 
of AI agents. “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,” faster 
chain performance through Alpenglow, under-ownership after investors sold SOL 
for other assets, and the potential for pre-IPO stocks to trade around the 
clock. At press time, SOL traded at $94.51. Featured image created with 
DALL.E, chart from TradingView.com

Solana To $500? Why Bulls Think AI Could Change The SOL Story

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Solana To $500? Why Bulls Think AI Could Change The SOL Story

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