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Solana’s AI narrative is drawing renewed support from crypto investors who argue that SOL could be positioned as core financial infrastructure in an agent-driven economy. Parker White, COO of DeFiDevCorp, and Delphi Ventures founding partner Tom Shaughnessy both cited Solana’s speed, liquidity, and developer ecosystem as factors they say the market is not fully pricing in.
On May 9, White said he remains bullish on SOL because Solana combines “s-tier technology, user adoption, and liquidity.” He pushed back on the view that Ethereum’s larger DeFi liquidity and total value locked (TVL) create an insurmountable advantage.
White argued that the comparison changes once traditional finance capital allocators enter the market. In his view, DeFi liquidity is small relative to TradFi liquidity, making SOL and ETH more comparable on a “level playing field” where technology and user experience drive adoption.
White also pointed to SOL’s valuation as leaving potential for a broader repricing. He wrote that if SOL “just catches up to ETH,” SOL would be “roughly $500,” assuming ETH does not move.
A central element of White’s thesis is that AI could increase Solana’s strategic relevance rather than reduce it. He argued that as future software cash flows face greater uncertainty, investors may diversify, and that Solana could be viewed as “financial software infrastructure” with “high degree of positive AI convexity.”
White’s argument relies on the idea that autonomous agents will require fast, low-cost, globally accessible financial rails. He described Solana as “second to none” for micropayments and said token-to-token value transfer between non-human agents “makes sense on SOL, but nowhere else,” citing cost and infrastructure/liquidity constraints on other networks.
White further argued that AI usage would strengthen Solana’s network effects and liquidity rather than weaken them. He said “the network effects and liquidity cannot be replicated by a fresh AI-built system,” adding that “more AI usage actually strengthens the network effects and liquidity.”
He also emphasized that crypto networks are “global, permissionless, and composable,” which he said aligns with how agents need to interact, collaborate, pay, and build across borders.
Shaughnessy made a similar case, writing that his SOL thesis is that it is “the best chain for AI,” citing cheap and fast infrastructure and what he called the strongest engineering base. He also argued that AI could make it easier to build new crypto applications, potentially accelerating sector formation through “easy capital formation,” global communities, and rapid app creation.
In a separate post, Shaughnessy contrasted Solana with Bitcoin regarding AI agents, saying he does not expect AI and agents to interact directly with BTC because it is “not a programmable chain.” He added that he believes BTC could still benefit because AGI-related demand may favor assets humans can’t manipulate, including exposure to “mass money printing.”
Shaughnessy summarized the Solana thesis as “legitimate AI sector ownership,” faster chain performance through Alpenglow, under-ownership after investors sold SOL for other assets, and the potential for pre-IPO stocks to trade around the clock.
At press time, SOL traded at $94.51.
SOL remains below the 20-week EMA, 1-week chart | Source: SOLUSDT on TradingView.com
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