US Analyst Says Capital Is Shifting From Ethereum to Solana for Usability

A U.S.-focused crypto analyst argues that U.S. developers, retail users, and some hedge funds are redirecting marginal capital from Ethereum to Solana due to cost and complexity. The video frames Ethereum as infrastructure and Solana as a consumer-grade product. On January 3, 2026, community posts echoed institutional ETH interest and a growing Solana DeFi stack.