As we approach the end of the year cryptocurrency marketAll eyes are on the first quarter of 2026. According to expert and analyst opinions, there are two companies whose market value has the potential to reach 100 billion dollars in the coming period. altcoin stands out. Analyzes for Solana and Cardano indicate that technical developments, corporate usage signals and regulatory expectations may be decisive on pricing.
Technical Transformation and Corporate Acceleration Work Simultaneously at Solana
solana‘s current market capitalization stands at approximately $68 billion and requires relatively limited upside room for the $100 billion threshold. According to the analysis, the most important element that makes this goal possible is the product, which is expected to exit the testing process at the beginning of 2026. alpenglow protocol update. The update aims to reduce the transaction finalization time from seconds to milliseconds while also significantly increasing the block capacity of the network.
This transformation on the technical side could put Solana in a more competitive position, especially in terms of decentralized finance and enterprise applications. Ethereum in the past The Merge As seen in the process, large-scale infrastructure updates can create significant breaks in market perception. Experts evaluate that a similar change in perception is on the table for Solana.
Developments on the institutional front also support this picture. Two US banks USD Coin The fact that it started to reconcile its transactions on the Solana network shows that a new phase has been entered in the integration of the network with financial systems. Visa’s intention to continue its work on the stablecoin side with the Solana ecosystem is also among the concrete indicators of corporate trust.
Midnight on Cardano and Regulatory Prospects Fuel Long-Term Story
Cardano On the front side, the picture is based on a more ambitious but high potential scenario. With a market cap of approximately $12.7 billion, stronger price action is needed to reach the $100 billion level. Despite this, experts emphasize that the recent developments on the altcoin’s network do not completely exclude this possibility.
One focus is Cardano’s privacy-focused offshoot Blockchain midnight. Thanks to the bridge Midnight plans to establish with Solana, it is aimed to access approximately 95 billion dollars of decentralized finance liquidity. Although this structure may create an area of interest independent of ADA coin over time, its potential to attract developer and user traffic to the Cardano ecosystem is noteworthy.
On the regulatory side, the agenda in the USA is CLARITY Act stands out. With the law entering the Senate process ISLANDThere is an expectation that , as a commodity, will have a clearer framework. It is evaluated that this process may lay the groundwork for the approval of Cardano ETFs, which have been talked about for a long time, and news of a possible ETF may have a strong impact on pricing.
