Galaxy Digital CEO: "Solana’s Moment Has Arrived as Infrastructure Rivalry Intensifies" 언블록 미디어

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Galaxy Digital CEO: "Solana’s Moment Has Arrived as Infrastructure Rivalry Intensifies"

출처: Block Media

Mike Novogratz Declares "It's Solana Season" Amid Regulatory Breakthroughs and Growing Institutional Adoption

Mike Novogratz, the CEO of Galaxy Digital, has confidently declared that the cryptocurrency market is entering "Solana Season." In a recent interview with CNBC on October 12, Novogratz emphasized Solana’s emerging dominance within the blockchain ecosystem, citing a confluence of regulatory progress, institutional interest, and technological innovation as driving forces behind this newfound momentum.

This declaration aligns with a broader shift in the crypto market landscape, where platforms like Solana are gaining traction as vital components of financial infrastructure. According to CoinMarketCap data, the timing is ideal for Solana’s ascent, reflecting not just hype but a tangible evolution in its adoption.

Major Capital Influx Underlines Solana’s Institutional Growth

One of the strongest indicators supporting Novogratz’s call is the recent $1.65 billion fundraising initiative led collaboratively by prominent players like Galaxy Digital, Jump Crypto, and Multicoin Capital. This marks one of the largest-ever capital raises explicitly aimed at bolstering the Solana ecosystem.

“This massive fundraising effort highlights a noticeable pivot by institutional investors who are expanding their focus beyond the established dominance of Bitcoin (BTC) and Ethereum (ETH),” Novogratz noted. The creation of such a large strategic reserve underscores the growing appeal of alternative blockchains that promise scalability and flexibility for diverse applications.

U.S. SEC Shows Signs of Regulatory Evolution

A pivotal factor in accelerating blockchain adoption is the evolving stance of regulatory authorities. In a noteworthy development, SEC Commissioner Paul Atkins recently called for all financial markets to transition “on-chain.” This surprising appeal represents a departure from the agency's historically conservative position on blockchain technologies.

Atkins’ statements reduce ambiguity surrounding whether certain cryptocurrencies should be labeled as securities, potentially easing regulatory bottlenecks that have long hindered innovation. Further amplifying this trend, the Nasdaq has filed for a regulatory rule change to introduce tokenized stocks and ETFs into traditional equity trading systems. If approved, this would pave the way for seamless integration of blockchain-based settlement structures, which could roll out as soon as Q3 2026.

Solana: Positioned to Lead Next-Gen Financial Market Infrastructure

A key driver behind Solana’s rise is its unmatched technological throughput. Mike Novogratz highlighted that Solana’s blockchain can process up to a staggering 14 billion daily transactions, significantly outpacing the combined daily trading volumes of global equity, bond, commodities, and forex markets.

“Solana is not merely a competitor to Ethereum; the two are complementary networks, each playing a distinct role in the reconstruction of traditional financial systems,” Novogratz asserted. He foresees a future where blockchain ecosystems coexist, interconnected by robust bridging solutions, forming the backbone of a new financial world order.

This capability situates Solana as an ideal platform for tokenized corporate assets, decentralized finance (DeFi) applications, and beyond—presenting limitless scalability and low transaction costs with near-instant transaction speeds.

Institutional Backing Fuels "Solana Season" Momentum

Matt Hougan, Chief Investment Officer at Bitwise Asset Management, concurs with Novogratz’s outlook. Hougan proposes that rising institutional interest, coupled with anticipated approvals for cryptocurrency ETFs, will dramatically enhance Solana’s market position. As tokenized assets become an increasingly mainstream financial tool, networks like Solana could see explosive demand.

Novogratz described this transition as a shift from "narratives to plumbing,” signaling the end of speculative trading-focused hype cycles in favor of creating practical, scalable infrastructure. “The crypto market currently holds a valuation of roughly $4 trillion, a figure dwarfed by the $400 trillion global asset market,” he observed, pointing to the enormous growth opportunities ahead.

Broader Implications for Blockchain Adoption

The trajectory of Solana symbolizes a broader paradigm shift within the cryptocurrency space. Regulatory clarity, strengthened institutional backing, and rapid technological evolution are propelling blockchain networks from speculative instruments to cornerstones of global financial architecture.

As blockchain ecosystems mature, their applications will likely extend far beyond trading, encompassing financial settlements, supply chain tracking, gaming, and beyond. Cryptocurrencies are progressively shedding their perception as fringe technologies and are moving toward consolidating their role in the modern economy.

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