Looking at this data it is still very difficult to talk ETH will collapse, even AAVE and Kamino still have a big difference in talking TVL, including other defi, but indeed the Solana ecosystem is the best candidate for now.
current AAVE TVL is big indeed but it's not impossible to overtake, once solana's ecosystem finally matured and there are many DEXes that enables leveraged trading through routing with kamino it will grow eventually.
it's just matter of time, AAVE itself already existed since long ago, only now gaining traction because there are so many need for speculation through leveraging capital by borrowing.
currently solana L2, Restaking protocol, and gamefi is growing rapidly, once everything comes into place, solana will sky rocket. it will at least be at the level of BNB if it didn't steal ETH position.