Matt Ney

Solana specialist at Messari covering Solana network developments, market structure, and on-chain trading innovations, describing Solana's evolution toward high-volume on-chain exchange activity.

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Dec 18, 2025 • 52min

Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange | Messari's Fully Diluted

Matt Ney, a Solana specialist at Messari, dives into the exciting evolution of Solana and its ambitions to become an on-chain powerhouse, reminiscent of the NASDAQ. He discusses Solana's recent strides in trading innovations and on-chain exchanges. The panel also explores the impact of the Robinhood Chain and how Arbitrum and Base are taking the lead in the L2 race. Predictions for 2026 spark hot debates on MegaETH's potential and L1/L2 dynamics, making for a thrilling discussion on the future of blockchain.

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