While Solana has made notable progress in expanding its network activity, Fidelity’s latest analysis suggests that Ethereum still holds the upper hand for long-term investors due to its solid fundamentals.
According to the report, Solana has seen faster growth in both revenue and total value locked (TVL) in recent months, but Ethereum’s ecosystem remains more robust overall. Fidelity emphasized Ethereum’s lead in developer engagement, stablecoin usage, and TVL as signs of its foundational strength.
Solana’s momentum is largely credited to its low-cost, high-speed blockchain architecture, which has made it a hub for fast-moving trends like memecoins. However, Fidelity cautioned that such trends tend to be cyclical and dependent on broader market sentiment, whereas Ethereum has shown more resilience through both bull and bear cycles.
The research also pointed out that Solana’s popularity among retail users has surged, particularly in 2025, helped by ongoing upgrades and an active community. Still, Ethereum’s steady development track record and more consistent use case adoption make it a safer long-term asset, the report suggests.
Looking ahead, the competition could intensify. Solana’s upcoming Firedancer upgrade is expected to significantly boost its scalability, potentially enabling up to one million transactions per second. If successful, it could narrow the gap between the two blockchains in terms of real-world utility.
Nevertheless, for institutional and long-term investors, Fidelity maintains that Ethereum’s fundamental value continues to outweigh Solana’s speed-driven growth.
Alexander Stefanov
Reporter at Coindoo
Alex ist ein erfahrener Finanzjournalist und ein Enthusiast für Kryptowährungen und Blockchain. Mit mehr als 8 Jahren Erfahrung in der Berichterstattung über die Krypto-, Blockchain- und Fintech-Branche ist er mit der komplexen und sich ständig weiterentwickelnden Welt der digitalen Vermögenswerte bestens vertraut. Seine aufschlussreichen und zum Nachdenken anregenden Artikel vermitteln den Lesern ein klares Bild von den neuesten Entwicklungen und Trends auf dem Markt. Sein leidenschaftlicher Ansatz ermöglicht es ihm, komplexe Ideen in zugängliche und aufschlussreiche Inhalte aufzuschlüsseln. Verfolgen Sie seine Inhalte, um über die wichtigsten Trends und Themen auf dem Laufenden zu bleiben.
Source: https://coindoo.com/fidelity-sees-ethereum-as-the-stronger-long-term-bet-despite-solanas-rapid-gains/