The David Lin Report Bitcoin To $200k? What Happens To Solana, Crypto, When $100 Trillion Moves OnChain | Lily Liu
Oct 8, 2025
Lily Liu, President of the Solana Foundation, shares insights on how Solana is revolutionizing blockchain with unmatched speed and low costs. She delves into how institutional demand is shifting crypto dynamics, especially regarding Bitcoin as digital gold and the potential for Solana ETFs. Lily highlights the massive impact of tokenization, predicting $100 trillion in assets moving on-chain. We also learn about Solana's innovations that aim to support large-scale gaming and cross-border payments, creating a more accessible financial future.
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Crypto As Universal Financial Infrastructure
- Crypto is an infrastructure for all asset classes, not just an asset class itself.
- Tokenization can bring trillions of traditional assets on-chain and expand crypto's role into global financial rails.
Two Core Crypto Narratives
- Crypto has two coexisting narratives: Bitcoin as an asset and other chains as infrastructure.
- Solana positions itself as infrastructure while Bitcoin serves as digital gold.
Value Follows On-Chain Usage
- Track on-chain usage because infrastructure value accrues from transactions and fees.
- Expect validators and stakers to capture value as usage generates base and priority fees.