Geopolitics Alpha

Solana transactions just got more than 3 times bigger, giving an edge over Ethereum

Published . Updated .

Transaction V1 raises Solana’s limit to 4,096 bytes from 1,232, giving developers more room for multi-step trades, company-wallet approvals and privacy proofs.

Directly affected

  • HSDT Solana

    Named in this report.

Indirectly affected

  • IBIT iShares Bitcoin Trust

    This price moves with the crypto market

  • COIN Coinbase

    The crypto exchange moves with trading volumes

  • MSTR Strategy

    This company's value is tied to its bitcoin holdings

  • MARA MARA Holdings

    Bitcoin miners move with the bitcoin price

  • RIOT Riot Platforms

    Bitcoin miners move with the bitcoin price

  • HOOD Robinhood

    Retail trading apps move with crypto volumes

  • ETHA iShares Ethereum ETF

    GA selected ETHA as a RELATED security because its canonical security name directly matches this event's themes: ethereum. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ETHW BITWISE ETHEREUM ETF

    GA selected ETHW as a RELATED security because its canonical security name directly matches this event's themes: ethereum. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • GSOL GRAYSCALE SOLANA STAKING ETF

    GA selected GSOL as a RELATED security because its canonical security name directly matches this event's themes: solana. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • QETH INVESCO GALAXY ETHEREUM ETF

    GA selected QETH as a RELATED security because its canonical security name directly matches this event's themes: ethereum. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
HSDT———————
IBIT———————
COIN———————
MSTR———————
MARA———————
RIOT———————
HOOD———————
ETHA———————
ETHW———————
GSOL———————
QETH———————

Transaction V1 raises Solana’s limit to 4,096 bytes from 1,232, giving developers more room for multi-step trades, company-wallet approvals and privacy proofs.

Source: CoinDesk

Price since this story was published: iShares Ethereum Trust ETF (ETHA)

Since the first closing price after “Solana transactions just got more than 3 times bigger, giving an edge over Ethereum,” iShares Ethereum Trust ETF (ETHA) is +198.07%. The S&P 500 fund (SPY) is +1.66% over the same days, a +196.41% difference versus the market.

ETHA
SPY

Who gains and who loses around iShares Ethereum Trust ETF (ETHA)

Companies tied to this story

  • ETHA iShares Ethereum Trust ETF

    For “Solana transactions just got more than 3 times bigger, giving an edge over Ethereum,” iShares Ethereum Trust ETF (ETHA) is linked, with no stored direction, medium confidence. Reason on file: GA selected ETHA as a RELATED security because its canonical security name directly matches this event's themes: ethereum. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ETHW Bitwise Ethereum ETF

    Bitwise Ethereum ETF (ETHW) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “Solana transactions just got more than 3 times bigger, giving an edge over Ethereum.” Reason on file: GA selected ETHW as a RELATED security because its canonical security name directly matches this event's themes: ethereum. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GSOL Grayscale Solana Staking ETF

    In “Solana transactions just got more than 3 times bigger, giving an edge over Ethereum,” Grayscale Solana Staking ETF (GSOL) is linked, with no stored direction, medium confidence. Reason on file: GA selected GSOL as a RELATED security because its canonical security name directly matches this event's themes: solana. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • QETH Invesco Galaxy Ethereum ETF

    Invesco Galaxy Ethereum ETF (QETH) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “Solana transactions just got more than 3 times bigger, giving an edge over Ethereum.” Reason on file: GA selected QETH as a RELATED security because its canonical security name directly matches this event's themes: ethereum. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • QSOL Invesco Galaxy Solana ETF

    In “Solana transactions just got more than 3 times bigger, giving an edge over Ethereum,” Invesco Galaxy Solana ETF (QSOL) is linked, with no stored direction, medium confidence. Reason on file: GA selected QSOL as a RELATED security because its canonical security name directly matches this event's themes: solana. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • SOLM Amplify Etf Tr Solana 3% Month

    For “Solana transactions just got more than 3 times bigger, giving an edge over Ethereum,” Amplify Etf Tr Solana 3% Month (SOLM) is linked, with no stored direction, medium confidence. Reason on file: GA selected SOLM as a RELATED security because its canonical security name directly matches this event's themes: solana. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

iShares Ethereum Trust ETF (ETHA)

“Solana transactions just got more than 3 times bigger, giving an edge over Ethereum” (15 Sep 2026) reaches iShares Ethereum Trust ETF (ETHA) through this story.

iShares Ethereum Trust ETF (ETHA) is on the page because GA selected ETHA as a RELATED security because its canonical security name directly matches this event's themes: ethereum. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Bitwise Ethereum ETF (ETHW): GA selected ETHW as a RELATED security because its canonical security name directly matches this event's themes: ethereum. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for iShares Ethereum Trust ETF (ETHA)

ETHA traded between 19.89 and 61.65 across 20 sessions. The latest close on file is 54.10. ETHW traded between 16.61 and 19.79 across 20 sessions. The latest close on file is 17.09. GSOL traded between 7.66 and 9.35 across 20 sessions. The latest close on file is 7.87.

How strong the case is around iShares Ethereum Trust ETF (ETHA)

46 out of 100

“Solana transactions just got more than 3 times bigger, giving an edge over Ethereum” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.