The Milk Road Show Solana Is Winning Internet Capital Markets: The Bull Case Explained w/ DJ Hà Trang
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Jan 23, 2026 DJ Hà Trang, Head of Research at BirdEye and author of the 'Solana 2025' report, breaks down why Solana could become a global financial settlement layer. She discusses on-chain revenue and capital efficiency. She covers infrastructure upgrades, ultra-fast finality demos, booming USDC turnover, and tokenized real-world assets. Short, sharp, big-picture takes on Solana’s push into internet capital markets.
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Use On-Chain Metrics Over Short-Term Price
- Read research to follow ecosystem momentum and infrastructure changes before making investment calls.
- Use on-chain metrics like REV and turnover to evaluate real demand rather than short-term price moves.
Internet Capital Markets Defined
- Internet Capital Markets means blockchains democratize access to capital by tokenizing and trading assets globally.
- Solana targeted this vision through infrastructure and ecosystem work in 2025 to enable broad participation.
Real Economic Value Shows Demand
- Real Economic Value (REV) measures on-chain revenue from base fees, in-protocol fees, and priority tips.
- Solana led REV in 2025, signalling strong monetary demand to transact on the chain.