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Solana Might Be Winning the “GENIUS Era” Says Bitwise Analyst 

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By on October 7, 2025 Altcoin, Bitcoin, Regulations, Trading, Web3
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The post Solana Might Be Winning the “GENIUS Era” Says Bitwise Analyst  appeared first on Coinpedia Fintech News

Solana is turning heads in the stablecoin space.

While it is not leading in every metric, the speed at which Solana is moving forward is turning heads. Experts note that its rapid growth and efficient network performance could make it a major player in the crypto space. 

A research analyst at Bitwise has highlighted Solana’s momentum, noting that though Solana does not host the most stablecoins, it boasts the fastest-growing stablecoin supply among major networks.

Solana’s Stablecoin Supply Jumps 40% 

Solana’s stablecoin supply has surged over 40% in the few months since the GENIUS Act was signed, now sitting at around $15 billion. 

In comparison, Ethereum still dominates with about $178 billion, but its growth rate has been much slower at 27%. Other networks like Base, Hyperliquid, and Arbitrum have seen only minor increases, while TRON has seen its stablecoin supply shrink by nearly 4%. 

Solana continues to gain traction in real-world finance, hosting 60% of tokenized stock volume on its chain, according to a report from VanEck. In September, Solana processed $125B in DEX trading volume, surpassing Ethereum for the 11th consecutive month and solidifying its position as the top blockchain for DEX activity.

Solana might just be winning the GENIUS Era

Solana doesn’t host the most stablecoins. And yet: it boasts the fastest-growing stablecoin supply. In the nearly 3 months since Trump signed the GENIUS Act, Solana’s stablecoins in circulation have jumped over 40%, reaching $15b.…

— Danny Nelson (@realDannyNelson) October 6, 2025

Can Solana Challenge ETH?

Analyst Nelson says that we are now witnessing the early impact of a major shift. The GENIUS Act gave companies and banks the go-ahead to explore digital solutions. Now, they are choosing which blockchain to build on. 

The law aims to strengthen the $300 billion stablecoin industry by providing a transparent framework and attracting more institutional investors. As ‘Payment Stablecoins’ become central to global finance, speed and cost efficiency are key factors and this is where Solana has a clear advantage.

Solana – The New Wall Street?

Bitwise CIO Matt Hougan also recently said “Solana is the new Wall Street”. He explained that major players see stablecoins reinventing payments and tokenization transforming stocks, bonds, commodities, and real estate. 

Thanks to its speed, high throughput, and quick transaction finality, it’s especially appealing for investors evaluating blockchain platforms. Solana also witnessed a standout week in digital asset investment products, attracting $706.5 million.

Solana’s Momentum Shows Strong Signs

Nelson says he’s watching for signs that Solana can keep this momentum going. He notes that the past month has been a strong hint. Backed by new partnerships, DeFi integrations, and fresh product launches, Solana’s stablecoin supply jumped by nearly $3 billion in just 30 days, about 25% growth. 

In comparison, Ethereum’s stablecoin supply grew only 8% during the same time.

He concluded by saying that stablecoins are becoming a core part of the crypto world. Blockchains that can make the most of this trend are likely to benefit the most over time.

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