Solana (SOL) 是我現在買的一種加密貨幣

新年不到一個月，一些頂級山寨幣就已經開始脫離市場基準比特幣（BTC 1.66%）。

Less than a month into the new year, and already a number of top altcoins are starting to pull away from market benchmark Bitcoin (CRYPTO:BTC). While Bitcoin is up 15% for the year, other cryptocurrencies are up 30%, 40%, and even 50%.

進入新的一年還不到一個月，一些頂級山寨幣已經開始脫離市場基準比特幣（CRYPTO：BTC）。比特幣今年上漲了 15%，而其他加密貨幣則上漲了 30%、40%，甚至 50%。

The one cryptocurrency on my radar right now is Solana (CRYPTO:SOL), which jumped more than 50% between Jan. 12 and Jan. 17. There are several catalysts for Solana in 2025, and all of them are setting up this cryptocurrency for rapid growth over the coming years.

目前我關注的一種加密貨幣是Solana (CRYPTO:SOL)，它在1 月12 日至1 月17 日之間上漲了50% 以上。為這種加密貨幣建立基礎。

The next Ethereum?

下一個以太坊？

First and most importantly, Solana has emerged as the premier blockchain challenger to Ethereum (CRYPTO:ETH). Solana is a smart contract blockchain platform, and that means it can do anything Ethereum can do. It also means Solana has a thriving blockchain ecosystem in areas ranging from decentralized finance (DeFi) to blockchain gaming.

首先也是最重要的是，Solana 已成為以太坊（CRYPTO：ETH）的主要區塊鏈挑戰者。 Solana 是一個智慧合約區塊鏈平台，這意味著它可以做以太坊可以做的任何事情。這也意味著 Solana 在從去中心化金融 (DeFi) 到區塊鏈遊戲等領域擁有蓬勃發展的區塊鏈生態系統。

But here's the thing: Solana is faster, cheaper, and easier to use than Ethereum. That's something that Cathie Wood of Ark Invest pointed out nearly a year ago, when she emphasized the potential for Solana to take market share away from Ethereum. Faster speeds and lower costs are key to winning over new customers and attracting new users. For good reason, Solana has been tagged as a potential Ethereum killer.

但事情是這樣的：Solana 比以太坊更快、更便宜、更容易使用。 Ark Invest 的 Cathie Wood 大約一年前就指出了這一點，當時她強調了 Solana 奪走以太坊市場份額的潛力。更快的速度和更低的成本是贏得新客戶和吸引新用戶的關鍵。 Solana 有充分的理由被標記為潛在的以太坊殺手。

New spot ETFs

新現貨ETF

There's another big factor in Solana's favor: the relatively high probability that new spot Solana exchange-traded funds (ETFs) will be coming in 2025. Think back to the arrival of the spot Bitcoin ETFs last January, and how they resulted in tens of billions of dollars flowing into Bitcoin, thereby pushing up its price. All told, more than $100 billion has now flowed into the spot Bitcoin ETFs.

還有一個對Solana 有利的重要因素：新的現貨Solana 交易所交易基金(ETF) 在2025 年推出的可能性相對較高。數百億美元的收入美元流入比特幣，從而推高其價格。總而言之，目前已有超過 1,000 億美元流入現貨比特幣 ETF。

That's not to say that $100 billion is going to flow into Solana. After all, Bitcoin is of an entirely different scale and size than Solana. But J.P. Morgan recently suggested that as much as $6 billion of new investor money could flow into the Solana ETFs.

這並不是說 1000 億美元將流入 Solana。畢竟，比特幣的規模和大小與 Solana 完全不同。但摩根大通最近表示，多達 60 億美元的新投資者資金可能流入 Solana ETF。

Mobile crypto strategy

行動加密策略

Solana also has something that no other top Layer-1 blockchain network has: a mobile crypto strategy. Solana launched the crypto-friendly Saga smartphone in 2023, and is following that up with a lower-cost Seeker smartphone in 2025. Some people want to carry their crypto with them wherever they go, and the easiest way to do that is with a mobile device optimized for crypto.

Solana 還擁有其他頂級第 1 層區塊鏈網路所沒有的東西：行動加密策略。 Solana 於 2023 年推出了支援加密貨幣的 Saga 智慧型手機，並於 2025 年推出了成本較低的 Seeker 智慧型手機。加密進行最佳化的裝置。

According to Solana's founders, a mobile device optimized for crypto is the easiest way to onboard new users. Once you buy a new Solana mobile device, you're more likely to use the Solana blockchain, and to interact with all the different apps within the Solana blockchain ecosystem.

Solana 的創辦人表示，針對加密貨幣優化的行動裝置是吸引新用戶的最簡單方法。一旦您購買了新的 Solana 行動設備，您就更有可能使用 Solana 區塊鏈，並與 Solana 區塊鏈生態系統中的所有不同應用程式互動。

Meme coins

模因幣

Solana has emerged as the blockchain of choice for launching, buying, and selling meme coins. Thousands of new meme coins are being created daily, and Solana is arguably the easiest, lowest-cost, and most efficient blockchain platform to do that.

Solana 已成為啟動、購買和銷售迷因幣的首選區塊鏈。每天都會創建數千個新的 meme 幣，而 Solana 可以說是最簡單、成本最低且最高效的區塊鏈平台。

Just think about the new meme coin launched by President Donald Trump in the weekend before his inauguration. The meme coin launched on the Solana blockchain, and immediately soared to a valuation of $10 billion. On the news of the meme coin launch, the price of Solana spiked by 12%.

想想唐納德·特朗普總統在就職前的周末推出的新模因硬幣吧。 Meme 幣在 Solana 區塊鏈上推出，估值立即飆升至 100 億美元。 Meme 幣推出的消息傳出後，Solana 的價格飆升了 12%。

While I don't support the idea of buying meme coins as part of a long-term investment strategy, I think the case can be made that buying Solana is a clever way to benefit from the meme coin trend. That's because you need to buy Solana tokens in order to buy Solana meme coins (just as you need dollars to buy dollar-denominated assets).

雖然我不支持購買 Meme 幣作為長期投資策略的一部分，但我認為購買 Solana 是從 Meme 幣趨勢中受益的明智方式。這是因為您需要購買 Solana 代幣才能購買 Solana meme 幣（就像您需要美元來購買以美元計價的資產一樣）。

Thus, any spike in meme coin trading boosts overall demand for Solana. That's why the price of Solana rallied after the Trump meme coin launch. Total trading volume on the Solana blockchain more than doubled, while overall transaction activity exploded.

因此，模因幣交易的任何激增都會增加對 Solana 的整體需求。這就是為什麼川普迷因幣推出後 Solana 價格上漲的原因。 Solana 區塊鏈上的總交易量增加了一倍多，而整體交易活動呈現爆炸性成長。

How high can Solana go?

Solana 能走多高？

There are a number of different ways to think about just how much higher Solana might go over the long haul. If you buy into the idea that Solana is the next Ethereum, then one methodology is simply to compare the market caps of Solana and Ethereum, and then make some basic assumptions about just how quickly Solana might close the gap.

有多種不同的方式來思考 Solana 從長遠來看可能會上漲多少。如果你相信 Solana 是下一個以太坊，那麼一個方法就是比較 Solana 和以太坊的市值，然後對 Solana 縮小差距的速度做出一些基本假設。

Currently, Ethereum has a market cap of $400 billion, while Solana has a market cap of $125 billion. So, if Solana does eventually close the gap with Ethereum, we're talking about a potential gain of $275 billion in market cap. Based on Solana's current price of approximately $250, that would suggest a target price of $550.

目前，以太坊的市值為 4,000 億美元，而 Solana 的市值為 1,250 億美元。因此，如果 Solana 最終縮小與以太坊的差距，我們談論的市值可能會增加 2,750 億美元。根據 Solana 目前約 250 美元的價格，這表明目標價格為 550 美元。

Just keep in mind: A lot needs to go right for Solana to hit that target. It must continue to take market share away from Ethereum. It needs regulatory approval for new spot ETFs. And it must continue to

請記住：Solana 需要做很多事情才能實現該目標。它必須繼續從以太坊奪走市場份額。新的現貨 ETF 需要監管部門的批准。並且必須繼續