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在 FTX 黑天鵝事件發(fā)生后，Solana 的表現(xiàn)超出了所有人的預(yù)期，其原生代幣的價(jià)格暴跌至個(gè)位數(shù)。現(xiàn)在，它已經(jīng)不再是不可能成功的失敗者。隨著 VanEck 最近申請(qǐng)成立 Solana (SOL) 交易所交易基金，Solana 正在敲開大聯(lián)盟的大門。

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但是，是什么讓 Solana 如此強(qiáng)大，以至于 Pantera Capital 稱其為“區(qū)塊鏈的 macOS”？這一切都?xì)w結(jié)于用戶體驗(yàn)。Solana 可能是最面向消費(fèi)者的區(qū)塊鏈，它尋求在中間滿足用戶，甚至有時(shí)抽象出其鏈上功能。

Solana 的單體區(qū)塊鏈架構(gòu)

與以太坊和 Cosmos 等模塊化區(qū)塊鏈不同，Solana 網(wǎng)絡(luò)的單片設(shè)計(jì)允許垂直集成。這種設(shè)計(jì)優(yōu)化了每個(gè)區(qū)塊鏈組件，從而帶來了無縫的用戶體驗(yàn)，就像 Apple 的操作系統(tǒng)一樣。

這種架構(gòu)使 Solana 能夠處理高吞吐量和低交易費(fèi)用。這兩者都是去中心化金融應(yīng)用、去中心化物理基礎(chǔ)設(shè)施網(wǎng)絡(luò) (DePIN) 以及許多其他低摩擦區(qū)塊鏈應(yīng)用（例如最近推出的 Blinks）的關(guān)鍵因素。由于優(yōu)化了整個(gè)堆棧，Solana 成為對(duì)開發(fā)人員和用戶都有吸引力的平臺(tái)，促進(jìn)了網(wǎng)絡(luò)上零售活動(dòng)和去中心化交易所 (DEX) 交易量的激增。因此，Solana 的活躍用戶數(shù)量和交易量都出現(xiàn)了增長，使其成為領(lǐng)先的區(qū)塊鏈。

鏈上活動(dòng)不斷增長

Solana 的增長顯而易見，其唯一活躍地址從 2020 年 10 月的 14,000 個(gè)增加到今天的近 134 萬個(gè)。優(yōu)先費(fèi)也從 2023 年年中的每月不到 100,000 美元躍升至 2024 年 3 月的 6000 多萬美元。Solana 上的 DEX 交易量份額也大幅上升，從 2021 年初的 0% 上升到 2024 年 5 月的 24% 以上，而截至 2024 年 5 月，DEX 上所有新代幣的 85% 都基于 Solana。

解釋這些鏈上增長趨勢相當(dāng)容易。Solana 已成為創(chuàng)建新代幣和 meme 幣的熱門選擇。Solana 的易用性，加上速度快和交易費(fèi)用低，使其成為普通交易者的首選目的地。毫無疑問，Telegram 交易機(jī)器人的流行推動(dòng)了 Solana 鏈上的爆炸式增長，Dogwifhat (WIF) 等社區(qū)驅(qū)動(dòng)的 meme 代幣的市值已達(dá)到數(shù)十億美元。

全球第一個(gè)主流區(qū)塊鏈

It would be short-sighted to attribute all of Solana’s growth and future promise to the money markets. Sure enough, platforms like MarginFi and Jupiter are pushing the envelope for simple defi products that don’t require users to have deep pockets in order to gain a meaningful edge in the trading experience. But Solana has proven itself to be capable of so much more.

Perhaps that explains why Pantera Capital just concluded a raise for a new fund aimed at purchasing up to $250 million worth of SOL tokens (at a significant discount since the tokens are from the FTX bankruptcy estate). This came on the heels of a mega investment decision in April by Pantera Capital and Galaxy Trading to buy around 30 million locked SOL tokens with a cumulative value of $1.9 billion.

Even though the price of SOL has risen over 723% in the past year, Solana provides many opportunities for venture capitalists outside of speculating on the SOL token. One thing has become clear: crypto-adjacent technologies and digital systems that otherwise integrate web3 functionalities are closer to home for the average user than blockchain-native products. Solana is already one of the most widely used blockchain networks and is firmly charting a course to take crypto products to mainstream consumers.

Why venture capital is bullish on Solana

If the Apple comparisons ring true, Solana would have succeeded in giving users refined web3 use cases that change how we communicate, transact, and create. From real estate to digital networks, from AI systems to identity verification services, there is no shortage of such projects being built on Solana. Privasea, for instance, is a technology that attests to human liveness to protect the digital presence of real people from bots and AI impersonations. With deep fakes, sybil activity, and other forms of digital fraud becoming more rampant than ever, solutions like Privasea are addressing a necessary aspect of daily life.

Another fine example is Grass, a layer built on Solana that is designed to give users control of the rails by which data itself is acquired for AI. The implication of its success would be to disrupt the billion-dollar AI industry, where only a handful of players have sufficient computing resources to crawl the entire internet. With over two million users already, Grass currently boasts the ability to fine-tune specific AI models and inform certain types of real-time inference. It is projected that, by the time Grass hits 25 million users, it will be capable of crawling enough data to train ChatGPT from scratch on a weekly basis!

Crypto is not Web3 – but it can save it. Why AI is the next iteration of the internet and crypto is a critical part of keeping it free.The internet began as a place of total freedom, where web 1.0 users existed completely outside of society’s restrictions. Anyone could post a…

— drej (e/acc) (@0xdrej) June 25, 2024

最后要說的是，批評(píng)者指出，Solana 的網(wǎng)絡(luò)中斷歷史是一個(gè)利空因素。當(dāng)然，這種觀點(diǎn)沒有考慮到明年將推出一項(xiàng)名為 Firedancer 的重大升級(jí)。目前，精簡版正在推出，以逐步提高網(wǎng)絡(luò)對(duì)抗擁塞的能力。各種情況正在密謀讓 Solana 成為新一代區(qū)塊鏈用戶的家園，打開尚未開發(fā)的市場并振興流行的市場。因此，風(fēng)險(xiǎn)投資家早早加入并進(jìn)行戰(zhàn)略性長期投資才有意義。

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作者：Tim Haldorsson

Tim Haldorsson

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