Analyst says Solana may surpass XRP by 2030 on asset tokenization
Solana could overtake XRP as the rails for tokenized assets. The race for RWA liquidity is accelerating, says The Motley Fool’s Alex Carchidi.
Both networks target stocks, bonds, and commodities on-chain. The thesis: whoever moves RWAs faster and cheaper wins more flow and fees source.
Key points for investors:
- Solana (SOL) leans on speed and low fees. It targets high-throughput assets like stocks and bonds source.
- About $272 million in tokenized stocks circulate on Solana. Up 14% over the 30 days ending March 5 source.
- Tokenized stocks could exceed $38 billion by 2035. Around $1 billion today source.
- Solana aims to be a 24/7 venue for equities, ETFs, and institutional funds. Low-cost execution is the pitch source.
- XRP shows a bigger RWA float today. XRPL has about $453 million in tradable tokenized assets and a $432 million stablecoin base. Roughly $294 million sits in US Treasuries and government bonds source.
- XRPL’s built-in compliance stack is a draw for institutions. That can channel more tokenization inflows source source.
- The flip depends on capturing a slice of RWA flow. Carchidi says Solana doesn’t need full market share. A small shift from XRP could be enough, with potential outperformance into 2030 and beyond source.
Today, XRP’s market cap is larger than Solana’s. The gap is narrowing as the tokenization build-out scales source.
