Investors / stance tracking
What Anatoly Yakovenko is saying
Co-founder & CEO, Solana Labs
3 dated public stances tracked since 2025-10-01, most recently 2025-10-06. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Anatoly Yakovenko's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Anatoly Yakovenko is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
2
themes
0
side flips
2025-10-06
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| SOL | 2 | 2 bullish | 2025-10-06 | |
| SOLANA ECOSYSTEM / INTERNET CAPITAL MARKETS (TOKENIZED EQUITIES ON-CHAIN) | 1 | 1 bullish | 2025-10-01 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-10-06
SOL
bullish
The Compound · video
Proof-of-stake networks generate real revenues from block tips (>$1B/year on Solana) that can be valued like a company — as network activity and tips grow, capital rationally rotates toward SOL over risk-free assets
“as the tips increase you will allocate more towards that business versus treasuries”
Solana Will Win The Race To Tokenize The Stock Market
2025-10-01
SOL
bullish
Wealthion · video
Proof-of-stake creates a self-reinforcing value accrual loop where owning and staking SOL earns validator tips that scale with transaction volume, giving SOL holders a franchise-like claim on network revenue unlike purely store-of-value assets
“if you own soul and you stake it and you run a validator that is high performance...this is a way to effectively acrue value to the soul that you have staked”
Solana Co-Founder Anatoly Yakovenko: On-Chain Finance Will Change Everything
2025-10-01
SOLANA ECOSYSTEM / INTERNET CAPITAL MARKETS (TOKENIZED EQUITIES ON-CHAIN)
bullish
Wealthion · video
Moving tradable assets on-chain eliminates pre-internet-era intermediaries, compresses IPO fees, enables 24/7 global access, and positions Solana as the execution layer for a new internet capital market — a structural reduction in finance's cost to society
“I want to see the world where vast majority of tradable assets in the United States in the world are on chain”
Solana Co-Founder Anatoly Yakovenko: On-Chain Finance Will Change Everything
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