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Tue, September 8, 2026 | 2:30PM ET

The Solana Thesis, From the Founder: A Conversation with Anatoly Yakovenko

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Event Agenda

Join Sean Farrell, Fundstrat’s Head of Digital Asset Strategy, and Anatoly Yakovenko, Co-Founder of Solana and CEO of Solana Labs, on Tuesday, September 8, at 2:30pm ET for an exclusive live webinar.

What we’ll cover:

• The investment thesis for Solana, straight from the founder
• How investors should think about Solana’s competitive positioning in the market
• What’s being built on Solana today with real adoption potential over a multi-cycle timeframe
• Bridging traditional finance and crypto: tokenization, real-world assets, and institutional capital on chain
• Solana Mobile and why hardware has become a major focus for Solana’s co-founder
• The key risks and opportunities for the network and the asset, and what finance looks like a decade from now

Panel of Speakers

Sean Farrell
Sean Farrell AC

Head of Digital Asset Strategy

Sean Farrell is the Head of Digital Asset Strategy at Fundstrat, where he leads the firm’s research on crypto markets and blockchain innovation. Over the past five years, Sean has helped establish Fundstrat as a leading source of institutional digital-asset research, combining macroeconomic analysis with on-chain and liquidity-based models to guide investors through this rapidly evolving space. He is a frequent guest on Coinage and FinTech TV and other crypto-focused media outlets. Sean’s market insights and forecasts have been featured in major publications including MarketWatch, CoinDesk, Barron’s, and Yahoo Finance. Before joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate at Anvil Advisors. Sean holds a B.S. in Finance from Lehigh University.

Anatoly Yakovenko
Anatoly Yakovenko

Solana Co-Founder and CEO of Solana Labs

Anatoly Yakovenko is the CEO of Solana Labs and a co-founder of Solana, an open, interoperable, and decentralized high-performance blockchain network powering internet capital markets, payments, and crypto applications. Prior to founding Solana, he spent over a decade at Qualcomm. Anatoly has a Bachelor of Science in Computer Science from the University of Illinois Urbana-Champaign.

Conflicts of Interest

Solana Foundation is a client of Fundstrat and receives Fundstrat's published research reports.  Solana Foundation has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here.

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