According to @KookCapitalLLC, a Solana-focused "treasury company rush" is the next theme, signaling expected demand for Solana-native corporate treasury solutions and a possible capital shift toward SOL ecosystem assets over BTC, source: @KookCapitalLLC on X, Aug 16, 2025. According to @KookCapitalLLC, older traditional investors may allocate broadly to crypto while avoiding Bitcoin, which, if it plays out, could skew relative strength toward SOL and Solana ecosystem tokens, source: @KookCapitalLLC on X, Aug 16, 2025. According to @KookCapitalLLC, traders reacting to this thesis may monitor SOL/BTC momentum, liquidity and volumes across Solana ecosystem tokens, and any institutional treasury product announcements on Solana for confirmation signals, source: @KookCapitalLLC on X, Aug 16, 2025.