How to be King Sol
and Earn a piece of piece of all transactions from the World
There’s a scene in every heist film where the crew stops arguing about the score, and someone draws a map on a napkin.
Not of the vault.
Of the street.
That’s what the Solana Foundation just did.
They launched the Solana Developer Platform to work with Mastercard. Western Union. Worldpay. These aren’t crypto tourists.
These are the operators of the global payment system.
Money through Stablecoins will be transacted on the Solana network
And like any good pipeline, the network will take a piece of the pie
But you are asking the wrong question if you want to know if Mastercard and Western Union are buying Solana tokens
The real money is in the infrastructure. The more the infrastructure is needed the more the participants in that network will gain.
Solana is the network.
What Mastercard is exploring is direct stablecoin settlement
dollar-pegged instruments settling at blockchain speed on Solana’s rails.
What Western Union is building is a cross-border payment flow that replaces the correspondent banking maze they currently navigate.
What Worldpay wants is on-chain merchant settlement without the chargeback and interchange friction that plagues their existing model.
Just think that every transaction on the Solana network, from API calls to every stablecoin settlement to every cross-border payment flow, burns SOL in fees.
Tiny amounts, sure.
But Mastercard processes roughly 150 million transactions per day.
Western Union moves $100 billion annually across 200 countries.
Worldpay handles over 40 billion transactions per year.
Do the math on even a fraction
This is what I’d call structural, non-discretionary demand.
Speculators buy when they’re optimistic and sell when they’re scared.
Infrastructure consumes
You don’t shut down your payments because you’re bearish on natural gas this quarter. You buy the gas because the plant has to run.
Or bomb Iran (but probably saved for another missive)
There’s an ancient concept known to us as usus fructus, use and fruit, benefit derived from use.
Between owning something and deriving benefit from it.
You can derive enormous benefit from something you never technically own.
That’s exactly the relationship these enterprises have with SOL.
They’ll never own it meaningfully, but they will benefit from, and drive demand for, every unit of it consumed in fees.
The bull case for SOL isn’t a treasury story.
It’s a usage story.
And usage stories, when they’re real, don’t reverse.
How Do You Actually Position For This?
If you’re not on the Solana Foundation’s advisory board
just own SOL.
Or try staking.
Specifically, staking SOL through something like JitoSOL, which currently yields in the 7-8% annualized range in SOL.
Or buy Mastercard, or Western Union, in the expectation of higher automation and lower fixed costs.
If you want to learn more about staking, let me know on Chat, and I will do a video or two on this.
