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Ethereum and Solana are hosting trillions in dollar volume, yet their native tokens risk losing direct consumer demand

Ethereum and Solana process trillions of dollars in transactions, but their native tokens, ETH and SOL, may lose direct consumer demand because paymasters and sponsors can hide these tokens from users, even though fees still require ETH or SOL.

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What happened

Ethereum and Solana process trillions of dollars in transactions, but their native tokens, ETH and SOL, may lose direct consumer demand because paymasters and sponsors can hide these tokens from users, even though fees still require ETH or SOL.

Confirmed

Global impact / market context

If consumers never need to hold ETH or SOL directly, demand for these tokens could drop, potentially lowering their prices. This affects investors who own these tokens, as their value depends on people using them to pay network fees.

Analyst inference

Ethereum and Solana are major blockchain networks, and their tokens are widely traded. A shift away from direct token use could reduce trading activity and investor interest, impacting the broader cryptocurrency market and related assets like stablecoins.

Analyst inference

What to watch

  1. Monitor whether Ethereum and Solana continue to require fees in ETH or SOL, as stated in the article, because this keeps native tokens essential for network use. Confirmed
  2. Watch for any changes in how paymasters and sponsors operate, as they might further reduce the need for consumers to hold ETH or SOL, potentially lowering token demand. Proposed
  3. Observe if consumer behavior shifts away from holding native tokens, which could lead to lower prices and reduced investor confidence in these cryptocurrencies. Analyst inference

Affected assets

  • SOL — Solana
  • ETH — Ethereum
  • USDC — USD Coin

Evidence