以太坊 (ETH) 社群成員 Ryan Berckmans 表示，Solana (SOL) 無法作為新全球金融體系的支柱

Solana (SOL) 從最初的「單一」方法轉變為承認第 2 層解決方案的重要性。但伯克曼斯指出

Ethereum community member Ryan Berckmans has stated that Solana cannot serve as the backbone of the so-called “new” global financial system.

以太坊社群成員 Ryan Berckmans 表示，Solana 無法作為所謂「新」全球金融體系的支柱。

Solana (SOL) has gradually shifted from its initial monolithic approach to acknowledging the importance of Layer 2 (L2) solutions. However, Berckmans points out on Twitter that Solana initially marketed itself as capable of handling global transaction loads on a single chain. This was before they quietly rebranded their L2 solutions as “Network Extensions” instead of acknowledging them as L2s.

Solana (SOL) 已逐漸從最初的整體方法轉變為認識到第 2 層 (L2) 解決方案的重要性。然而，Berckmans 在 Twitter 上指出，Solana 最初將自己宣傳為能夠在單一鏈上處理全球交易負載。這是在他們悄悄將 L2 解決方案重新命名為「網路擴展」之前，而不是承認它們是 L2。

Solana's gradual acknowledgment of Ethereum's (ETH) L2 backbone strategy came after seeing flagship applications building custom L2 appchains on their network. This shift in perspective became more pronounced when a major Solana development team pivoted to building a SVM L2 on Ethereum.

在看到旗艦應用程式在其網路上建立自訂 L2 應用鏈後，Solana 逐漸認可了以太坊 (ETH) L2 主幹策略。當 Solana 主要開發團隊轉向在以太坊上建構 SVM L2 時，這種觀點的轉變變得更加明顯。

There'll be one global backbone – Ethereum

將有全球主幹－以太坊

Ethereum is the backbone of the new global financial system of L2s and L1 apps. No other chain will come close.

以太坊是 L2 和 L1 應用程式的新全球金融體系的支柱。沒有其他連鎖店可以與之媲美。

Mert suggested that Sol can pivot to being the backbone. But Solana will never be the backbone. Here's 5 reasons why.

默特建議索爾可以轉向成為骨幹。但索拉納永遠不會成為支柱。這裡有 5 個原因。

Four… pic.twitter.com/RoyEkASRP5

四… pic.twitter.com/RoyEkASRP5

Several barriers stand in front of Solana

Solana 面前有幾個障礙

Having spent eight months as a senior engineer on the Augur Project, a prediction platform on the Ethereum blockchain, Berckmans went on to identify several key barriers that stand in the way of Solana becoming a global backbone.

Berckmans 在以太坊區塊鏈預測平台 Augur 專案上擔任了 8 個月的高級工程師，之後發現了阻礙 Solana 成為全球骨幹網路的幾個關鍵障礙。

Firstly, he stated that Solana operates with only one production client (agave rust), while a global backbone would require at least three fully independent chain clients with balanced stake distribution. According to Berckmans, the development of their second client, Firedancer, is facing major delays due to the lack of a proper protocol specification and research community.

首先，他表示 Solana 僅與一個生產客戶（龍舌蘭銹病）合作，而全球骨幹網將需要至少三個完全獨立的連鎖客戶，並且具有均衡的股權分配。 Berckmans 表示，由於缺乏適當的協議規範和研究社區，他們的第二個客戶端 Firedancer 的開發正面臨重大延遲。

Solana's high bandwidth requirements (recommending 10Gbps upload) create major centralization risks and practical limitations. This requirement clashes with the notion of a global backbone that should be able to operate anywhere.

Solana 的高頻寬要求（建議 10Gbps 上傳）造成了主要的集中化風險和實際限制。這項要求與應該能夠在任何地方運行的全球骨幹網路的概念相衝突。

The platform’s history of frequent outages and lack of protocol-level fallback capabilities also pose additional risks, he stated. Unlike Ethereum, Berckmans noted that Solana lacks the ability to continue producing blocks when finalization issues occur.

他表示，該平台頻繁中斷的歷史以及缺乏協議級回退功能也帶來了額外的風險。與以太坊不同，Berckmans 指出，Solana 缺乏在發生最終確定問題時繼續產生區塊的能力。

Finally, Berckmans pointed out that economic centralization presents another major concern when it comes to Solana. With an estimated 98% insider allocation from their initial coin offering (ICO) — compared to Ethereum's 80% public sale — questions arise about the true decentralization of the platform.

最後，Berckmans 指出，經濟集中化是 Solana 的另一個主要問題。與以太坊 80% 的公開銷售相比，估計 98% 的內部分配來自其首次代幣發行 (ICO)，人們對該平台真正的去中心化產生了疑問。

The emergence of zk proof aggregation for L2 settlement poses further challenges to Solana's position. While Solana focuses on L1 execution scaling, this approach conflicts with the requirements for a global transaction backbone, which instead favors L2 settlement, according to Berckmans.

L2 結算的 zk 證明聚合的出現對 Solana 的地位提出了進一步的挑戰。 Berckmans 表示，雖然 Solana 專注於 L1 執行擴展，但這種方法與全球交易主幹網路的要求相衝突，而全球交易主幹網路更傾向於 L2 結算。

Looking ahead, he predicts that Solana’s year-over-year market share will continue to decline in comparison to Ethereum's combined L1 and L2 ecosystem. As evidence of the market's direction, Berckmans cites major corporations such as Coinbase, Kraken, Sony, and Visa choosing Ethereum L2 solutions.

展望未來，他預測與以太坊的 L1 和 L2 生態系統相比，Solana 的同比市場份額將繼續下降。作為市場方向的證據，Berckmans 引用了 Coinbase、Kraken、Sony 和 Visa 等大公司選擇以太坊 L2 解決方案的例子。

The analysis concludes that while Solana has shown strength in areas like meme coin growth and price appreciation, its fundamental limitations ultimately prevent it from serving as the backbone of a global financial system.

分析得出的結論是，雖然 Solana 在模因幣增長和價格升值等領域表現出了實力，但其根本局限性最終使其無法成為全球金融體系的支柱。