Solana
Series A-grade: working product with real traction and institutional interest, but reliability track record and FTX estate overhang keep it below blue-chip status.
Pillar Breakdown
VC Due Diligence Summary
Detailed Scoring — 24 Sub-Criteria
Every score is deterministic. Same inputs = same output. No opinion, no bias.
Problem & Market
High-throughput L1 for consumer-scale apps
$500B+ TAM (credible)
Proven demand, survived FTX crash
6+ viable L1 competitors
Product & Traction
Mainnet 4+ years, some outage history
~30M daily txns, $5B TVL, active DeFi/NFT usage
Strong 90-day growth, meme coin activity + DePIN
Large DeFi + NFT + consumer ecosystem
Team & Execution
Fully doxxed, ex-Qualcomm core team
Shipped but reliability issues persist
Regular upgrades, Firedancer coming
Engineering-heavy, growing team
Tokenomics & Treasury
Inflationary ~5% annually, partial burn offsets
~48% insider allocation at genesis, partially redistributed
FTX estate unlocks are overhang
Foundation well-funded
Technology & Moat
Parallel execution, fast finality
Fully open source, Firedancer second client in development
Multiple outages, but improving
Dev ecosystem, Saga phone, Jump/Firedancer
Risk & Governance
SEC mentioned in Binance suit as security
High hardware requirements limit validators
Multiple DeFi exploits on Solana
Class action from FTX association
The Anny Confidence Score is for educational and informational purposes only — not financial advice and not investment advice. Past performance does not indicate future results. Scores reflect project fundamentals at the time of assessment and may become stale as conditions change. Anny is an AI-powered analytics platform, not a registered investment adviser. Crypto assets are volatile and you can lose your entire investment. Always do your own research before making any investment decisions.
Campinas, SP, Brazil
CNPJ: 13.234.093/0001-60