Market-cap peers

LINK vs SOL

Chainlink and Solana scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.

Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.

LINK score
165/250
11th of 251 · HOLD
SOL score
170/250
6th of 251 · HOLD
Variables won
6 to 10
9 level of 25
Framework prefers
SOL
by 5 points
01

What separates them

LINK scores 165 of 250 and ranks 11th of 251. SOL scores 170 and ranks 6th. SOL leads by 5 points, which is inside the range where the individual variables matter more than the total. LINK takes 6 of the 25 variables, SOL takes 10, and 9 are level.

3 variables separate them by 3 points or more. LINK is clear on Institutional Adoption (10 against 7) and Regulatory Safety (9 against 6). SOL is clear on Vesting Schedule (7 against 4).

LINK still has 25.2% of its eventual supply to enter circulation against 7.3% for SOL. On the same market capitalisation, a buyer of LINK is taking the 1.34x dilution path and a buyer of SOL the 1.08x one.

SOL is valued at $68.57B against $10.01B for LINK, a 6.9x difference. The larger of the two also scores higher, so the market and the framework agree on the ordering here.

02

All 25 variables, head to head

Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.

Cash flow

Cash flow variables compared between LINK and SOL
Protocol Revenue6
7SOL +1
Revenue Trend7
5LINK +2
P/S Multiple5
5level
Real Staking Yield5
7SOL +2

Supply

Supply variables compared between LINK and SOL
Supply Inflation3
5SOL +2
Vesting Schedule4
7SOL +3
Circulating / FDV Ratio6
7SOL +1
Buyback and Burn4
4level

Ownership

Ownership variables compared between LINK and SOL
Smart Money Flows8
8level
Insider Selling3
5SOL +2
Holder Concentration4
5SOL +1

Traction

Traction variables compared between LINK and SOL
TVL Trend7
7level
Active Users7
7level
Developer Activity8
8level
Network Growth8
8level

Position

Position variables compared between LINK and SOL
Market Share8
8level
Competitive Moat9
7LINK +2
Institutional Adoption10
7LINK +3
Exchange Depth8
9SOL +1
Social Mindshare7
9SOL +2

Risk

Risk variables compared between LINK and SOL
Regulatory Safety9
6LINK +3
Catalyst Calendar9
8LINK +1
BTC Alpha Potential4
6SOL +2
Team Execution9
8LINK +1
Treasury Runway7
7level

Bars read outward from the centre: LINK to the left, SOL to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.

03

Market and supply

Market and supply figures for LINK and SOL
LINKSOL
Price$13.37$116.37
Market cap$10.01B$68.57B
Circulating74.8%92.7%
Dilution to full supply1.34x1.08x
Off all-time high-74.6%-60.3%
To recover the high3.9x2.5x
Total value locked$32.00B$8.50B
NetworkEthereumSolana

Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.

04

Catalyst and risk on each side

LINK · HOLD

Catalyst

DTCC Collateral AppChain July test → Q4 production. CCIP v1.5 self-serve. Confidential Compute GA.

Principal risk

60-76M LINK/yr treasury dumps to Binance ($500M+/yr). Fees go to node ops, not LINK holders.

SOL · HOLD

Catalyst

Spot SOL ETFs live since October 2025, so the open question is flows rather than approval; Firedancer live on mainnet with stake-weighted adoption still ramping

Principal risk

Continued VC vesting pressure; centralization concerns with validator concentration

05

Common questions

Is LINK or SOL the better investment?
On this framework SOL scores higher: 170 against 165 of 250, and it is rated HOLD against HOLD. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and LINK still wins 6 of the 25 individual variables against SOL.
What is the biggest difference between LINK and SOL?
Vesting Schedule. LINK scores 4 of 10 there and SOL scores 7, a gap of 3 points on a single variable.
Which is bigger, LINK or SOL?
LINK is valued at $10.01B and SOL at $68.57B on the latest market snapshot.
06

Related comparisons

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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.