The One Thing That Could Save Solana w/ Carl Vogen

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days: https://milkroad.com/pro/?utm_medium=... ~~~~~ SOL is down sharply from its highs. Hyperliquid is dominating the conversation. And investors are asking the same question: What could actually save Solana? Carl Vogel (GP at Sixth Man Ventures) joined the Milk Road Show to break down why Solana's future might depend on something way bigger than memecoins, DeFi, or NFTs. The tokenization of trillions of dollars in real-world assets. That's the thesis. And if it plays out, the memecoin chapter of Solana's story might end up being the least interesting part. ~~~~~ ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform: http://nexo.com/milkroad 📱Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD: https://out.milkroad.com/Cape2026Podcast 🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10: https://out.milkroad.com/Kalshi2026Po... ~~~~~ 🔧 Tools & Channels 🥛 Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit to stay smart on crypto: https://milkroad.com/subscribe/?utm_m... 🥛 Swap seamlessly across Ethereum & Solana: https://swap.milkroad.com 🥛 Reach ambitious investors, builders & innovators: https://out.milkroad.com/Sponsor ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Milk Road Twitter: https://link.milkroad.com/X 👉 Spotify: https://link.milkroad.com/spotify 👉 Apple Podcasts: https://link.milkroad.com/apple-podcast ~~~~~ 🎙 GUEST INFO 🎙 Carl Vogel: https://x.com/CarlKVogel ~~~~~ ⏱ TIME POINTS ⏱ 00:00 – Intro 01:27 – Can Solana Survive This Bear Market? 05:02 – Solana’s Biggest Edge With Institutions 06:48 – Sponsor: Sixth Man Ventures 07:05 – Did Memecoins Help Or Hurt Solana? 09:34 – What Solana Still Needs To Win Wall Street 12:42 – Hyperliquid vs Solana: Who Wins The Future Of Finance? 16:27 – Sponsor: Nexo 17:05 – Sponsor: Cape 17:50 – The Hidden Weakness In Hyperliquid’s Bull Case 20:34 – Why Wall Street Is Moving On-Chain 25:23 – Why Crypto Is Splitting Into Winners & Losers 30:35 – Does Revenue Matter More Than Narratives Now? 33:22 – Sponsor: Kalshi 33:55 – The Surprising Bull Case For Tokenized Collectibles 39:50 – The Next Crypto Meta: AI Agents & On-Chain Trading 43:22 – What Makes People Obsess Over A Crypto Product? #crypto #hyperliquid #solana 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.