Solana Co-Founder Anatoly Yakovenko: Crypto Market Cap Will Grow and Be Reallocated by Revenue Through a Long, Tough Blockchain Market-Share Battle

COINOTAG News reported on December 5 that Anatoly Yakovenko, co‑founder of Solana, addressed the crypto audience via social media, emphasizing that valuations currently reflect the sector’s risk‑return dynamics. He argued that the aggregate crypto market capitalization is likely to trend higher over time, with capital gradually redirected toward revenue‑generating models. In his view, such a reallocation should be anchored in fundamentals—driving better monetization, security, and developer activity—rather than speculative hype, and could steer capital toward chains with durable usage and scalable economics.

Yakovenko warned that the adjustment path will be long and highly competitive—essentially a market share battle among blockchains. Only projects that intensify competition, demonstrate credible revenue paths, and deliver sustainable growth will endure as the crypto ecosystem matures and investors demand clearer profitability and operational resilience.