Kyle predicts that Solana's advancement will surpass any in history, becoming the on-chain cornerstone of sophisticated financial applications
2026.02.11 16:45:50
On February 11, former Multicoin co-founder Kyle Samani predicted Solana’s microstructure advancements over the next 18 months will outpace any prior period in crypto history. Key highlights to watch include:
**Alpenglow**: A major upcoming consensus mechanism upgrade—one of Solana’s largest protocol-level changes ever. It simplifies consensus logic drastically, cutting block finalization time from ~12 seconds to 100–150 milliseconds, while removing legacy components like Proof of History and Tower BFT. New block propagation and voting mechanisms will deliver ultra-low latency infrastructure for high-frequency financial apps.
**ACE (Application Control of Execution)**: A core innovation on Solana’s roadmap. Unlike traditional blockchains where validators/block producers fully control transaction ordering, ACE lets smart contracts/apps set their own transaction order, settlement logic, and priorities. This lets Solana DeFi apps customize their market microstructure—e.g., order matching rules, anti-MEV tools—enabling each DEX or perpetuals protocol to run its own trading engine (a key tech for building an internet-native capital market).
**MCP (Multiple Concurrent Block Production)**: A future Solana upgrade allowing multiple leaders to propose blocks simultaneously. This will boost throughput, reduce latency, speed up transaction inclusion, and improve censorship resistance.
**PropAMMs (Proprietary Automated Market Makers)**: Unlike traditional public AMMs (e.g., Raydium’s or Orca’s constant-product pools), PropAMMs are privately deployed by pro market makers/institutions. They use real-time price oracles to update quotes, actively manage liquidity, and reject permissionless deposits. Offering ultra-low slippage and deeper liquidity, they now account for over 60% of Solana DEX trading volume—reshaping on-chain market structure to align prices closer to CEX levels.
**Aggregators (e.g., Jupiter, Dflow)**: Pull liquidity from multiple sources (DEXs, AMMs, PropAMMs, etc.) to find users the optimal execution path, delivering the lowest slippage and best prices.
**Conditional Liquidity**: A new liquidity provision model: instead of unconditionally sitting in a “passive pool,” liquidity is only accessible to takers when specific criteria are met (e.g., orders from trusted frontends, non-toxic order flow). This primarily prevents LP frontrunning, letting market makers offer tighter spreads confidently—ultimately driving better trade prices and deeper liquidity.
**SVM & Scheduler Improvements**: Covering compute unit optimizations, Asynchronous Program Execution (APE), scheduler algorithm updates, and more. These speed up program execution, boost resource efficiency, and enable higher concurrency. As Solana’s smart contract execution environment, SVM upgrades directly enhance on-chain program performance—providing a critical foundation for complex financial apps.
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