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儘管兩天內下跌了 9%,但 SOL 代幣仍有超越競爭對手的潛力,尤其是在遊戲和行動應用領域。
Solana's native token, SOL, experienced a 9% decline over two days after peaking at $161.80 on Sept. 29, marking its highest level in seven weeks. This correction mirrored the broader altcoin market capitalization (excluding stablecoins), which reached approximately $800 billion in late September before dropping to $739 billion on Oct. 1.
Solana 的原生代幣 SOL 在 9 月 29 日觸及 161.80 美元的峰值(七週以來的最高水平)後,在兩天內下跌了 9%。這項調整反映了更廣泛的山寨幣市值(不包括穩定幣),該市值在 9 月底達到約 8,000 億美元,然後在 10 月 1 日跌至 7,390 億美元。
Despite this downturn, Solana network usage surged in the past week, prompting traders to question whether SOL has the potential to outperform its competitors. Notably, despite the recent correction, SOL's price has increased by 10.4% over the past 30 days, suggesting that overall market sentiment remains positive. Moreover, SOL continues to rank as the fourth-largest cryptocurrency by market capitalization and the third in total value locked (TVL), which measures the amount deposited in the network’s smart contracts.
儘管經濟低迷,但 Solana 網路使用量在過去一周激增,促使交易員質疑 SOL 是否有潛力超越競爭對手。值得注意的是,儘管近期出現調整,但 SOL 的價格在過去 30 天內仍上漲了 10.4%,顯示整體市場情緒仍然樂觀。此外,以市值計算,SOL 繼續排名第四大加密貨幣,在總鎖定價值 (TVL) 方面排名第三,TVL 衡量的是網路智慧合約中存入的金額。
Solana's network distinguishes itself with low latency and extremely low transaction fees, especially when compared to major competitors like Ethereum ETHUSD and BNB Chain BNBUSD. According to GasFeesNow, the average transaction cost on Solana is a mere $0.02, while Ethereum's average approaches $2.50 and BNB Chain's is around $0.08. In this regard, Solana’s strategy to enhance network robustness through its validators has proven effective.
Solana 的網路以低延遲和極低的交易費用而著稱,特別是與以太坊 ETHUSD 和 BNB Chain BNBUSD 等主要競爭對手相比。根據 GasFeesNow 的數據,Solana 的平均交易成本僅為 0.02 美元,而以太坊的平均交易成本接近 2.50 美元,BNB Chain 的平均交易成本約為 0.08 美元。在這方面,Solana 透過驗證器增強網路穩健性的策略已被證明是有效的。
However, low fees alone do not guarantee increased inflows or network activity. Nonetheless, they offer a competitive advantage for users who prefer not to rely on layer-2 scaling solutions, which can add complexity and additional costs. For example, the Pump.fun memecoin launchpad achieved significant success among traders, reaching an impressive 65,000 daily active addresses in late July.
然而,僅低費用並不能保證資金流入或網路活動的增加。儘管如此,它們為那些不喜歡依賴第 2 層擴展解決方案的用戶提供了競爭優勢,因為第 2 層擴展解決方案可能會增加複雜性和額外成本。例如,Pump.fun memecoin 啟動板在交易者中取得了巨大成功,7 月底每日活躍地址達到 65,000 個,令人印象深刻。
Experienced asset managers, such as VanEck, believe that SOL's price could grow by 120% from current levels due to its scalability, which is crucial for the adoption of stablecoins and remittances. A Sept. 25 report from VanEck cites institutional adoption potential and the extraction of value from Ethereum layer-2 solutions as the main drivers behind the improved investor perception of Solana.
VanEck 等經驗豐富的資產管理公司認為,由於其可擴展性,SOL 的價格可能會比目前水準增加 120%,這對於穩定幣和匯款的採用至關重要。 VanEck 9 月 25 日的一份報告指出,機構採用潛力和從以太坊第 2 層解決方案中提取價值是投資者對 Solana 看法改善的主要驅動力。
Additionally, the announcement of Gameshift on Sept. 24—a gaming development API utilizing Google Cloud architecture and supported by Solana Labs—has been highlighted as a potential catalyst for increased demand on the network. Gameshift aims to provide a comprehensive suite of Web3 services for traditional game developers, including the integration of non-fungible tokens (NFTs) and digital assets.
此外,9 月 24 日發布的 Gameshift(利用 Google Cloud 架構並由 Solana Labs 支援的遊戲開發 API)被強調為網路需求增加的潛在催化劑。 Gameshift 旨在為傳統遊戲開發商提供一整套 Web3 服務,包括不可替代代幣(NFT)和數位資產的整合。
Moreover, investors are placing significant hope in the launch of a new Solana-backed smartphone named Seeker, priced below $499. In addition to the much-anticipated token airdrops targeting these users, the device will feature an upgraded decentralized applications (DApps) store to better capture emerging use cases, according to Solana Labs.
此外,投資者對 Solana 支持的新款智慧型手機 Seeker 的推出寄予厚望,售價低於 499 美元。 Solana Labs 表示,除了備受期待的針對這些用戶的代幣空投外,該設備還將配備升級的去中心化應用程式 (DApps) 商店,以更好地捕捉新興用例。
Given this positive outlook, investors believe that recent growth in activity on the Solana network will eventually translate into higher demand for SOL. The network’s total value locked (TVL) increased to 36.1 million SOL on Sept. 30, remaining essentially flat compared to the prior two weeks but only 3% below its highest level in two years. In USD terms, the $5.5 billion in deposits surpasses the $4.6 billion TVL of BNB Chain, according to DefiLlama data.
鑑於這種積極的前景,投資者相信 Solana 網路近期活動的成長最終將轉化為對 SOL 的更高需求。 9 月 30 日,該網路的總鎖定價值 (TVL) 增至 3,610 萬 SOL,與前兩週相比基本持平,但僅比兩年來的最高水準低 3%。根據 DefiLlama 的數據,以美元計算,55 億美元的存款超過了 BNB Chain 46 億美元的 TVL。
However, according to DappRadar data, the most significant highlight in Solana's activity was DApp volumes, which increased by 46% compared to the previous 7-day period. In comparison, Ethereum DApps gained 12% during the same period, while BNB Chain's numbers remained flat. Notably, Ethereum’s gains were heavily dependent on Balancer, as its leading DApp, Uniswap, experienced a 6% decrease in volumes over the 7-day period.
然而,根據 DappRadar 數據,Solana 活動中最顯著的亮點是 DApp 交易量,與之前 7 天相比增長了 46%。相比之下,以太坊 DApp 同期成長了 12%,而 BNB Chain 的數字則持平。值得注意的是,以太坊的收益很大程度上依賴 Balancer,因為其領先的 DApp Uniswap 在 7 天內的交易量下降了 6%。
Meanwhile, gains on Solana occurred across the board, with Marinade Finance up 66%, Pump.fun gaining 93%, and Solend jumping 143% over the last seven days. Similarly, the number of active addresses engaging with smart contracts increased by 13% during the past week, driven by gains on the Jupiter exchange, which amassed over 2.77 million unique addresses.
同時,Solana 全面上漲,Marinade Finance 上漲 66%,Pump.fun 上漲 93%,Solend 在過去 7 天上漲 143%。同樣,在 Jupiter 交易所累積了超過 277 萬個唯一地址的推動下,過去一周參與智能合約的活躍地址數量增加了 13%。
Based on current news flow and network activity, SOL's price appears poised to outperform the altcoin market, potentially paving the way for a bull run toward $180 or higher.
根據當前的新聞流和網路活動,SOL 的價格似乎將跑贏山寨幣市場,可能為牛市邁向 180 美元或更高鋪平道路。
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