The Solana thesis as a stablecoin infrastructure layer - an assessment of fundamentals

The shift observed in the adoption of Solana by traditional financial institutions, payment networks, and stablecoin issuers does not constitute a speculative phenomenon or a passing trend. It responds to a series of structural properties of the network that position it as a viable candidate to operate as a settlement layer for stablecoins at enterprise scale. The analysis of available data and concrete use cases permits an evaluation of this thesis with a reasonable degree of objectivity.

Performance and cost: the fundamental parameters

The first filter any institution applies to a settlement infrastructure is the speed-cost binomial. In this aspect, Solana presents parameters that differ from other layer-1 networks.

The network currently processes 1,635 transactions per second (TPS) under normal operating conditions, according to Chainspect data from July 2026. This number substantially exceeds BNB Chain (179 TPS), TRON (130-150 TPS), or Base (below 100 TPS). During periods of high demand, the network has reached peaks exceeding 2,500 TPS in transactions unrelated to validator voting. Block time remains at approximately 400 milliseconds.

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