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Andreessen Horowitz(也称为 a16z)已成为加密领域顶级风险投资公司之一,并在以下领域进行了早期投资:
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) 在其最新的加密货币状况报告中强调了 Solana (CRYPTO: SOL) 的增长前景。以下是 a16z 对 Solana 潜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 的增长才刚刚开始Solana 凭借其快速、低成本和可扩展性,已成为领先的区块链平台。这种结合使 Solana 成为当今加密生态系统中最有前途和最受欢迎的项目之一,每月拥有超过 1 亿活跃用户。
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 特别引人注目的是其开发者活动的增长。虽然与以太坊相比仍处于起步阶段,但 Solana 正处于构建其去中心化金融 (DeFi) 生态系统的早期阶段。几个有前途的 DeFi 协议(例如 Jito、Kamino、Raydium)在过去一年中的活动激增,帮助将 Solana 锁定在 DeFi 中的总价值从仅仅 3 亿美元增加到今天的超过 60 亿美元。
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 处于新兴的去中心化物理基础设施网络 (DePIN) 领域的前沿。 Helium(去中心化无线网络)和 Render(分配用于渲染图形的计算能力)等创新项目正在使用 Solana 构建可扩展的去中心化基础设施,由于 Solana 的高速度和低成本,该基础设施可以为新用例提供支持。
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 的报告强调了这些优势,还指出,对 Solana 网络感兴趣的开发者和项目创始人数量增幅最大。该指标是未来增长的关键指标,因为开发人员的参与推动了创新并确保了区块链市场未来的可持续性。
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.
越来越多的开发者选择 Solana 证明了其技术优势正在被用来构建一个繁荣的生态系统。正如 a16z 所指出的,这对 Solana 的未来前景来说是个好兆头。
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.
为什么 a16z 认为 Solana 仍然被低估 Solana 区块链上的增长和活动与我认为我们在上一次牛市中看到的以太坊非常相似。当时,区块链充满了用户和充满希望的新应用,导致从 2020 年到 2021 年底,价格令人难以置信地上涨了 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,尽管几乎所有有意义的指标都出现了大幅增长,但 Solana 似乎仍然被低估,特别是考虑到其历史价格表现和进一步增长的潜力。 Solana 的价格在 2021 年 11 月创下历史新高,约为 260 美元。如今,尽管该网络的基本面比以往任何时候都更加强劲,但其价格仍比峰值低 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.
造成这种低估的一种可能解释是围绕加密货币的更广泛的市场情绪,加密货币最近表现出了一些势头,但仍远低于 2021 年的高点。
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,对于长期投资者来说,这提供了一个有趣的机会。 a16z 报告中强调的增长指标表明,Solana 比其价格见顶时更加活跃和强劲。随着市场情绪的改善,Solana 的基本面使其成为价格大幅升值的有力候选者,并且成为本次牛市期间最值得持有的加密货币之一。
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