Research only; not investment advice. The figures on this page are forecasts published by third parties, reproduced as reported with their dates and sources. SDIF does not endorse them, has not verified their models, and makes no price forecast for SOL or any other asset. Forecasts are not guarantees; SOL can lose most or all of its value. Nothing here is an offer, solicitation or recommendation. SDIF deploys proprietary capital only.
Reports / November 2, 2026
Third-Party SOL Price Forecasts — November 2026
What named firms have published about SOL's price, with the reasoning and catalysts each cites. Third-party forecasts only; SDIF makes no price forecast.
Published November 2, 2026 · Last updated Nov 2, 2026 (10:00 PM PT) · Office of the Founding Partners
Research only; not investment advice. The figures on this page are forecasts published by third parties, reproduced as reported with their dates and sources. SDIF does not endorse them, has not verified their models, and makes no price forecast for SOL or any other asset. Forecasts are not guarantees; SOL can lose most or all of its value. Nothing here is an offer, solicitation or recommendation. SDIF deploys proprietary capital only.
01Summary
Named forecasts at a glance
| Firm / author | Published | Horizon | Bull | Base | Bear / other |
|---|---|---|---|---|---|
| Bitwise Europe | Jan 2025 | 2030 | $6,636.88 | $4,025.73 | $2,318.90 |
| VanEck (Patrick Bush, Matthew Sigel) | Oct 27, 2023 | 2030 | $3,211.28 | $334.70 | $9.81 |
| Anthony Scaramucci, SkyBridge Capital | Jan 10, 2025; reaffirmed Dec 18, 2025 | About 5 to 8 years (later stated as 5 to 10) | $2,500 | — | — |
| Standard Chartered (Geoff Kendrick) | Feb 3, 2026; revised Feb 12, 2026 | End-2026 / end-2027 / end-2030 | — | $135 / $265 / $2,000 | — |
02January 2025
Bitwise Europe: $2,318.90 to $6,636.88 by 2030
Bull $6,636.88 · Base $4,025.73 · Bear $2,318.90 (2030)
Reasoning. Applies Metcalfe's Law, treating daily active addresses as users and market capitalization as network value. The bear, base and bull cases assume 42.6M, 71M and 113.6M daily active addresses by 2030 (35.1%, 47.2% and 59.1% CAGR), with deceleration as the network matures. Bitwise issues SOL exchange-traded products.
Catalysts cited. Users and revenue growth (7M peak daily active addresses, about 75% of daily transactions versus Ethereum and its layer 2s, $409M monthly network revenue at the time); institutional adoption and partnerships (Shopify, Stripe, Circle); Firedancer; inflation falling toward about 1.85% by 2030.
Sources. Bitwise Europe, The Investment Case for Solana · CryptoSlate · NewsBTC
03October 27, 2023
VanEck: $9.81 to $3,211.28 by 2030
Bull $3,211.28 · Base $334.70 (published as $335) · Bear $9.81 (2030)
Reasoning. VanEck's standard framework: project revenue from a take rate on end markets (finance, banking and payments; metaverse, social and gaming; infrastructure) plus MEV, derive free cash flow to SOL holders, apply a terminal multiple and divide by expected token supply. The base case assumes about 30% of the smart-contract platform market; the bull case assumes Ethereum-like dominance with $51.8B of revenue. VanEck calls these illustrative simulations, not predictions.
Catalysts cited. Payments and finance usage (stablecoin and payments take rate); users and revenue growth across finance, gaming and infrastructure; MEV and fee revenue reaching token holders; institutional and enterprise use.
Sources. VanEck, Base, Bear, Bull Case: Solana Valuation by 2030 · NewsBTC
04January 10, 2025; reaffirmed December 18, 2025
Anthony Scaramucci / SkyBridge: $2,500
$2,500 over a multi-year horizon (five to eight years in early 2025; five to ten years in December 2025)
Reasoning. A long-duration thesis that Solana becomes the leading rail for tokenized stocks, bonds and funds because it is fast, inexpensive and easy for developers. He expects volatility and said US regulatory delays and sticky inflation slowed the path. SkyBridge has dollar-cost averaged into SOL, so the forecaster holds the asset.
Catalysts cited. Tokenization of real-world assets; stablecoin payments (consumer and merchant payments on Solana); institutional adoption by Wall Street firms; clearer US regulation (stablecoin and market-structure legislation).
Sources. ITC.ua (Altcoin Daily interview, Jan 2025) · NewsBTC (SolanaFloor interview, Dec 18, 2025) · The Financial Analyst
05February 3 and 12, 2026
Standard Chartered (Geoff Kendrick): $2,000 by end-2030
End-2030 $2,000 · End-2026 $135 (cut from $250) · End-2027 $265 (cut from $400)
Reasoning. On Feb 3, 2026 Kendrick set the bank's first end-2030 SOL target at $2,000, arguing Solana is moving from memecoin trading toward stablecoin micropayments; DEX flows were shifting to SOL-stablecoin pairs and Solana stablecoins turned over two to three times faster than on Ethereum. On Feb 12, 2026 the bank cut near-term crypto forecasts, lowering SOL to $135 for end-2026 and $265 for end-2027, while keeping $2,000 for end-2030. The bank expects SOL to underperform ETH through 2027.
Catalysts cited. Stablecoin payments and micropayments (including AI-agent payments over x402); tokenization and stablecoin growth; institutional adoption; users and transaction growth enabled by ultra-low fees.
Sources. Decrypt, Feb 3, 2026 · CoinDesk, Feb 3, 2026 · Bitcoin.com News, Feb 15, 2026 · DL News
06No target
ARK, Galaxy and Citi: no SOL price targets
ARK Invest. Big Ideas 2026 discusses Solana within its smart-contract platform market sizing to 2030 but publishes no SOL price target (ARK Big Ideas 2026).
Galaxy. Galaxy Research's Solana Q4 2025 update covers ETFs, perpetuals, prediction markets and network activity; it is operational analysis, not a valuation, and gives no SOL target (Galaxy Research).
Citi. Citi's published crypto targets in the sources reviewed cover Bitcoin and Ethereum and crypto-company stocks such as Coinbase and Galaxy Digital, not SOL (TheStreet).
Sources checked Nov 2, 2026. Absence of a target in these sources does not rule out unpublished client research.