Solana 創辦人將 Memecoin 視為正面力量，人工智慧代理人被高估：調查

該調查由 Blockworks Research 於 1 月 3 日發布，對 42 名專案負責人進行了調查，揭示了塑造區塊鏈網路未來的趨勢和挑戰。

A recent survey by Blockworks Research has revealed that a majority of Solana founders view memecoins positively, while skepticism persists towards AI agents and concerns remain over Maximum Extractable Value (MEV) in the Solana ecosystem.

Blockworks Research 最近的一項調查顯示，大多數 Solana 創辦人對 memecoin 持積極態度，而對 AI 代理仍然持懷疑態度，並且對 Solana 生態系統中的最大可提取價值 (MEV) 仍然存在擔憂。

Conducted on January 3, the survey polled 42 project leaders, shedding light on trends and challenges shaping the blockchain network’s future.

該調查於 1 月 3 日進行，對 42 名專案負責人進行了調查，揭示了塑造區塊鏈網路未來的趨勢和挑戰。

Solana Founders Bullish on Memecoins

Solana 創辦人看好 Memecoin

According to the survey, 76% of the Solana founders polled view memecoins as “mostly good” for the ecosystem. These digital assets, often characterized by their humor-driven branding and speculative appeal, have contributed significantly to Solana's surge in activity and total value locked (TVL).

調查顯示，76% 的受訪 Solana 創辦人認為 memecoin 對生態系統「非常有利」。這些數位資產通常以其幽默驅動的品牌和投機吸引力為特徵，為 Solana 的活動和總鎖定價值 (TVL) 激增做出了重大貢獻。

Rising to prominence in 2024, Solana-based memecoins attracted retail traders en masse, driving Solana's TVL from $1.5 billion to $8.5 billion in a remarkable upsurge, as reported by Blockworks. Platforms like Pump.fun played a pivotal role, generating over $8.5 billion in transaction volume since their inception and occasionally even surpassing Ethereum in 24-hour revenue, according to DeFiLlama.

根據 Blockworks 報導，基於 Solana 的迷因幣在 2024 年聲名鵲起，吸引了大批散戶交易者，將 Solana 的總鎖定價值從 15 億美元大幅飆升至 85 億美元。據 DeFiLlama 稱，Pump.fun 等平台發揮了關鍵作用，自成立以來產生了超過 85 億美元的交易量，有時甚至在 24 小時收入方面超過了以太坊。

In the broader meme coin market, CoinMarketCap data indicates a substantial increase, with market capitalization soaring from $20 billion to over $120 billion in 2024, highlighting its increasing prominence in the crypto industry.

在更廣泛的 meme 幣市場中，CoinMarketCap 數據顯示其大幅成長，市值從 200 億美元飆升至 2024 年的 1,200 億美元以上，凸顯了其在加密產業中日益突出的地位。

Solana Founders Skeptical of AI Agents

Solana 創辦人對人工智慧代理商持懷疑態度

In contrast, Solana founders remain skeptical about AI agents, with 16% labeling them as the “most overrated” sector within the ecosystem. Designed to execute complex tasks autonomously, AI agents have seen mixed reception despite their rising popularity.

相比之下，Solana 創辦人仍然對人工智慧代理商持懷疑態度，16% 的創辦人將其標記為生態系統中「最被高估」的部門。人工智慧代理旨在自主執行複雜的任務，儘管它們越來越受歡迎，但人們的反應卻褒貶不一。

In 2024, tokens linked to AI agents, largely emerging in the fourth quarter, collectively amassed a combined market capitalization of $16 billion, according to CoinGecko. Some, like Zerebro (ZEREBRO) and Fartcoin (FART), gained significant traction. However, concerns arise over the potential of this sector to deliver on its promises.

據 CoinGecko 稱，到 2024 年，與人工智慧代理相關的代幣（主要出現在第四季度）的總市值達到 160 億美元。其中一些，例如 Zerebro (ZEREBRO) 和 Fartcoin (FART)，獲得了巨大的關注。然而，人們對該行業兌現承諾的潛力感到擔憂。

As reported by Blockworks on December 14, Condz, founder of Web3 startup Acolyte AI, highlighted these disparities, stating on X, “Most crypto AI agents are either scams or fail to meet expectations.”

根據 Blockworks 12 月 14 日報道，Web3 新創公司 Acolyte AI 的創始人 Condz 強調了這些差異，並在 X 上表示，“大多數加密 AI 代理要么是騙局，要么無法滿足預期。”

Solana Founders Express Concerns Over MEV

Solana 創辦人表達了對 MEV 的擔憂

The survey also highlighted concerns over MEV, with more than 20% of respondents identifying it as Solana's most pressing issue. Arising when users tip validators to prioritize transactions, MEV can lead to higher transaction costs and increased vulnerability to sandwich attacks.

該調查還強調了對 MEV 的擔憂，超過 20% 的受訪者認為這是 Solana 最迫切的問題。當使用者提示驗證器優先處理交易時，MEV 可能會導致更高的交易成本並增加三明治攻擊的脆弱性。

Solana encountered this issue in 2024, with validators earning more from MEV than their Ethereum counterparts, coinciding with a near-tripling of transaction fees, as reported by Dune Analytics. These dynamics highlight the need for solutions to maintain the platform's competitive edge.

根據 Dune Analytics 報導，Solana 在 2024 年遇到了這個問題，驗證者從 MEV 中獲得的收入比以太坊同業更多，同時交易費用也增加了近兩倍。這些動態凸顯了對解決方案的需求，以保持平台的競爭優勢。

When asked about alternatives, a majority of Solana founders expressed a preference for either Base, Coinbase's Ethereum layer-2 solution, or Sui, a rival layer-1 blockchain, both garnering attention for their technology and user growth.

當被問及替代方案時，大多數Solana 創始人表示更喜歡Base（Coinbase 的以太坊第2 層解決方案）或Sui（競爭對手的第1 層區塊鏈），兩者都因其技術和用戶增長而受到關注。

Solana Set for a Balanced Future

Solana 致力於打造平衡的未來

Despite the challenges and shifting trends, Solana remains a formidable presence in the blockchain ecosystem. With its strengths and weaknesses, the platform continues to serve as a hub for innovation and a benchmark for other networks.

儘管面臨挑戰和變化的趨勢，Solana 在區塊鏈生態系統中仍然具有強大的影響力。憑藉其優勢和劣勢，該平台繼續充當創新中心和其他網路的基準。

Solana is set to navigate the upcoming year with promising price predictions, with some expecting new all-time highs in Q1 of this year once Trump takes office, according to Blockworks on January 24.

根據 Blockworks 1 月 24 日的數據，Solana 將以充滿希望的價格預測迎接即將到來的一年，有些人預計，一旦川普上任，今年第一季將創下歷史新高。