Dario Amodei Claude AI Predicts Solana Could Be Heading for a Bigger Comeback Than Expected

Storing an account on Solana used to cost $0.16 and now costs $0.016. Dario Amodei Claude AI predicts that a tenfold reduction changes what developers can build, and the price prediction places SOL at $110 to $120 by year-end 2026, with $115 as the realistic base case.

Agave 4.2 was activated the week of August 17. Alongside the storage cut, it expands transaction size 3.3x. Now, both changes lower the cost floor for DeFi and gaming applications directly. Cheaper primitives mean designs that were uneconomic become viable.

Speed is moving in parallel. Slot times are already being staged down from 400ms toward 200ms.

Alpenglow’s roughly 150ms finality upgrade is targeted for Q3 via Agave 4.3. Capital is arriving alongside the technical work.

Solana ETFs just logged a seventh straight week of net inflows, taking in $10.26M last week. Polymarket prices a 30.5% chance that SOL touches $100 during August alone.

The bear case is technical. SOL has stalled below its 100-day EMA near $78 repeatedly this month. A failed reclaim risks a slide back to $70. That level sits far below where the price now trades.

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The daily chart has just broken a year-long ceiling. SOL peaked above $250 last September before an extended decline. November cut the price from $200 toward $120. February brought the capitulation move to roughly $67.

Spring settled into a range between $80 and $98. June broke it, marking the low near $61. July and August rebuilt patiently in the mid $70s. The past two sessions have surged, clearing $90 for the first time since May.

The close reads $92.09, up 5.08%, and $4.45. The daily range covered $87.55 to $93.38. Support sits at $85, then $78 at the EMA Claude names, with $70 beneath it. Resistance appears at $98, then $110, and $120.

RSI reads 81.86 with its signal line far below at 58.57. That gap of more than 23 points confirms an abrupt shift in buying pressure. The oscillator is now deeply overbought. Momentum is strongly bullish, though such extremes typically cool before extending.

Claude’s base case sits 25% above this close, and that gap has narrowed fast. Holding above the reclaimed $78 EMA is what keeps the path clean.

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SOL has already reacted to cheaper storage, larger transactions, and the next stage of its speed roadmap. The harder trade now is deciding which upcoming catalyst actually keeps the move alive.

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That matters with Alpenglow still ahead and SOL already deeply overbought. A successful rollout could validate the breakout. A delay or weaker-than-expected impact could change the setup quickly.

Kalshi lets traders act on that uncertainty before it is fully reflected in price.

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