Standard Chartered Says “Buy Quality” as Solana Dip Opens Long-Term Outperformance Window

Standard Chartered is urging investors to look done near-term volatility successful integer assets and absorption connected what it calls “quality” blockchain projects.

The remark comes arsenic the caller selloff reshapes comparative worth crossed the crypto market.

Geoff Kendrick, the bank’s Head of FX and Digital Assets Research, said helium is actively accumulating during the downturn. According to the analyst, the pullback is simply a defining infinitesimal for semipermanent positioning.

“I americium a purchaser of this dip successful integer assets,” Kendrick told BeInCrypto successful an email. “What’s more, I deliberation this is the commencement of greater differentiation successful integer plus performance, whereby prime projects win.”

Within that framework, Standard Chartered continues to favour Ethereum and Solana arsenic its apical layer-1 exposures. Kendrick reiterated that presumption explicitly, adding:

“I person antecedently highlighted my presumption that Ethereum is 1 specified prime project. And present I bash the aforesaid for Solana. Buy quality.”

Recently, Standard Chartered said it saw Ethereum outperforming Bitcoin, citing DeFi dominance, scalability upgrades, and regulatory clarity.

The bank, however, has tempered its near-term expectations for Solana. Standard Chartered lowered its end-2026 terms forecast for SOL to $250 from $310. On this, they mention the clip required for the network’s adjacent large usage lawsuit to mature.

“We little our end-2026 terms forecast to USD 250, arsenic Solana’s adjacent ascendant usage lawsuit whitethorn instrumentality time,” Kendrick said.

Despite that cut, the slope raised its longer-dated projections, arguing that Solana’s structural advantages stay intact.

According to Standard Chartered, Solana’s ultra-low-cost, high-throughput architecture positions it to yet predominate micropayments. This, Kendrick says, is peculiarly existent arsenic AI-driven applications and stablecoin-based transactions summation traction.

“We rise our forecasts thereafter, arsenic we spot Solana yet dominating the micropayments space,” Kendrick noted.

If that thesis plays out, the slope expects SOL to outperform Bitcoin betwixt 2027 and 2030, portion lone gradually catching up to Ethereum arsenic the ecosystem scales.

The study highlights a subtle but important displacement underway connected Solana’s decentralized exchanges. While the web has agelong been associated with meme coin activity, flows are progressively rotating toward SOL-stablecoin trading pairs.

These stablecoins, Standard Chartered notes, are turning implicit 2 to 3 times faster than their Ethereum counterparts.