In the fast-paced world of crypto, predictions can flip faster than a meme coin pump. Today, we're diving into a intriguing thread from @defi_monk on X, where the analyst reflects on his earlier call for Ethereum ($ETH) to outperform Solana ($SOL) in 2025. Spoiler: he thinks that chapter's closed, and Solana's about to get a serious boost from over $2 billion in cash inflows via Digital Asset Treasuries (DATs). For those in the meme token game, this could mean big things for the Solana ecosystem, home to some of the wildest and most viral projects out there.

The Original Prediction Revisited

Back in late 2024, Defi Monk, then associated with Messari Crypto, made a bold claim: ETH would outshine SOL throughout 2025. He pointed to factors like Solana facing more sellers as early adopters cashed out, Ethereum's stronger ETF inflows, and even a massive unlock of over 11 million SOL from the FTX estate in March 2025. That unlock, valued at billions, was expected to flood the market and pressure SOL's price.

To illustrate, here's the chart from Messari that accompanied the original post, showing the SOL/ETH ratio peaking and starting to decline:

As per the original thread on X, Monk argued that even if a SOL ETF launched, investors would likely favor ETH. Fast forward to September 2025, and Monk's updating his view in this new post.

Why the Shift? Enter DAT Inflows

Monk now believes the ETH outperformance "move is pretty much over." His reasoning? Solana is on the cusp of receiving more than $2 billion in "cold hard cash" from DATs. For the uninitiated, Digital Asset Treasuries are strategies where companies—public and private—allocate portions of their balance sheets to hold cryptocurrencies like SOL. This trend has exploded in 2025, with reports of over $15 billion raised across the board for such initiatives.

In Solana's case, these inflows could provide a massive liquidity boost, countering earlier sell pressures and potentially driving the price to new heights. Monk puts it bluntly: "Just impossible to fade that." Fading, in trading lingo, means betting against a trend—so he's saying it's tough to go short on SOL right now.

Implications for Meme Tokens on Solana

Solana has long been the go-to blockchain for meme tokens, thanks to its lightning-fast speeds and low fees. Projects like Dogwifhat, Bonk, and countless others have thrived here, often riding SOL's waves. If these DAT inflows materialize, we could see increased capital flowing into the ecosystem, fueling more meme coin launches, higher trading volumes, and potentially explosive pumps.

One reply to Monk's post from @SolTradezz simply states: "ATH’s imminent." ATH stands for All-Time High, hinting at optimism that SOL—and by extension, its meme tokens—could soon hit new peaks. While nothing's guaranteed in crypto, this sentiment aligns with the broader narrative of institutional adoption boosting layer-1 chains like Solana.

Wrapping Up: Stay Tuned to the Meme Meta

As we at Meme Insider continue to track the intersection of big-chain dynamics and meme token mania, threads like this remind us how interconnected everything is. Whether you're a DeFi degen or a meme coin hunter, keeping an eye on ETH vs. SOL could inform your next trade. What do you think—will SOL reclaim its glory? Drop your thoughts in the comments below, and follow us for more insights into the wild world of blockchain memes.