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Andreessen Horowitz(也稱為 a16z)已成為加密領域頂級創投公司之一,並在以下領域進行了早期投資:
Andreessen Horowitz (a16z) has highlighted Solana's (CRYPTO: SOL) promising growth in its latest State of Crypto report. Here's a closer look at a16z's perspective on Solana's potential and why it might still be undervalued.
Andreessen Horowitz (a16z) 在其最新的加密貨幣狀況報告中強調了 Solana (CRYPTO: SOL) 的成長前景。以下是 a16z 對 Solana 潛力的看法以及它可能仍被低估的原因。
Solana's growth is just getting startedSolana has emerged as a leading blockchain platform, thanks to its fast speed, low costs, and scalability. This combination has made Solana one of the most promising and popular projects in the crypto ecosystem today, boasting over 100 million active monthly users.
Solana 的成長才剛開始Solana 憑藉其快速、低成本和可擴展性,已成為領先的區塊鏈平台。這種結合使 Solana 成為當今加密生態系統中最有前途和最受歡迎的項目之一,每月擁有超過 1 億活躍用戶。
But what's particularly striking about Solana is its growth in developer activity. While still nascent compared to Ethereum, Solana is in the early stages of building out its decentralized finance (DeFi) ecosystem. Several promising DeFi protocols (e.g., Jito, Kamino, Raydium) have seen a surge in activity over the last year, helping to drive up Solana's total value locked in DeFi from just $300 million to over $6 billion today.
但 Solana 特別引人注目的是其開發者活動的成長。雖然與以太坊相比仍處於起步階段,但 Solana 正處於建立其去中心化金融 (DeFi) 生態系統的早期階段。幾個有前途的 DeFi 協議(例如 Jito、Kamino、Raydium)在過去一年中的活動激增,幫助將 Solana 鎖定在 DeFi 中的總價值從僅 3 億美元增加到今天的超過 60 億美元。
Moreover, Solana is at the forefront of the emerging Decentralized Physical Infrastructure Networks (DePIN) space. Innovative projects like Helium (a decentralized wireless network) and Render (distributing computing power for rendering graphics) are using Solana to build scalable, decentralized infrastructure that can power new use cases, thanks to Solana's high speeds and low costs.
此外,Solana 處於新興的去中心化實體基礎設施網路 (DePIN) 領域的前沿。 Helium(去中心化無線網路)和Render(分配用於渲染圖形的運算能力)等創新專案正在使用Solana 建立可擴展的去中心化基礎設施,由於Solana 的高速度和低成本,該基礎設施可以為新用例提供支援。
Highlighting these strengths, a16z's report also notes that the Solana network saw the largest increase in the number of developers and project founders interested in building on its blockchain. This metric serves as a key indicator of future growth, as developer engagement fuels innovation and ensures future sustainability in the blockchain market.
a16z 的報告強調了這些優勢,也指出,對 Solana 網路感興趣的開發者和專案創辦人數量增幅最大。該指標是未來成長的關鍵指標,因為開發人員的參與推動了創新並確保了區塊鏈市場未來的可持續性。
The growing number of developers choosing Solana attests to its technical strengths being harnessed to build a thriving ecosystem. As a16z points out, this bodes well for Solana's future prospects.
越來越多的開發者選擇 Solana 證明了其技術優勢正在被用來建立一個繁榮的生態系統。正如 a16z 所指出的,這對 Solana 的未來前景來說是個好兆頭。
Why a16z believes Solana is still undervaluedThe growth and activity on Solana's blockchain is remarkably similar to what I believe we saw with Ethereum in the last bull market. At the time, the blockchain was brimming with users and promising new applications, leading to an incredible price increase of over 1,600% from 2020 to the end of 2021.
為什麼 a16z 認為 Solana 仍然被低估 Solana 區塊鏈上的成長和活動與我認為我們在上一次牛市中看到的以太坊非常相似。當時,區塊鏈充滿了用戶和充滿希望的新應用,導致從 2020 年到 2021 年底,價格令人難以置信地上漲了 1,600% 以上。
However, despite this substantial growth in nearly every meaningful metric, Solana still appears to be undervalued, especially when considering its historical price performance and the potential for further growth. At its all-time high in November 2021, Solana's price was around $260. Today, its price is 36% lower than that peak, even as the fundamentals of the network are stronger than ever.
然而,儘管幾乎所有有意義的指標都出現了大幅增長,但 Solana 似乎仍然被低估,特別是考慮到其歷史價格表現和進一步增長的潛力。 Solana 的價格在 2021 年 11 月創下歷史新高,約 260 美元。如今,儘管該網路的基本面比以往任何時候都更加強勁,但其價格仍比高峰低 36%。
One possible explanation for this undervaluation could be the broader market sentiment surrounding cryptocurrency, which has shown some momentum recently but remains well off its 2021 highs.
造成這種低估的一種可能解釋是圍繞加密貨幣的更廣泛的市場情緒,加密貨幣最近表現出了一些勢頭,但仍遠低於 2021 年的高點。
Nevertheless, for long-term investors, this presents an interesting opportunity. The growth metrics highlighted in the a16z report indicate that Solana is more active and robust than it was when its price peaked. As market sentiment improves, Solana's fundamentals make it a strong candidate for significant price appreciation and one of the best cryptocurrencies to own during this bull market.
然而,對於長期投資者來說,這提供了一個有趣的機會。 a16z 報告中強調的成長指標表明,Solana 比其價格見頂時更加活躍和強勁。隨著市場情緒的改善,Solana 的基本面使其成為價格大幅升值的有力候選者,並成為本次牛市期間最值得持有的加密貨幣之一。
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