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尽管两天内下跌了 9%,但 SOL 代币仍有超越竞争对手的潜力,尤其是在游戏和移动应用领域。
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 的原生代币 SOL 在 9 月 29 日触及 161.80 美元的峰值(七周以来的最高水平)后,在两天内下跌了 9%。这一调整反映了更广泛的山寨币市值(不包括稳定币),该市值在 9 月底达到约 8000 亿美元,然后在 10 月 1 日跌至 7390 亿美元。
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.
尽管经济低迷,但 Solana 网络使用量在过去一周激增,促使交易员质疑 SOL 是否有潜力超越竞争对手。值得注意的是,尽管近期出现调整,但 SOL 的价格在过去 30 天内仍上涨了 10.4%,这表明整体市场情绪仍然乐观。此外,按市值计算,SOL 继续排名第四大加密货币,在锁定总价值 (TVL) 方面排名第三,TVL 衡量的是网络智能合约中存入的金额。
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 的网络以低延迟和极低的交易费用而著称,特别是与以太坊 ETHUSD 和 BNB Chain BNBUSD 等主要竞争对手相比。根据 GasFeesNow 的数据,Solana 的平均交易成本仅为 0.02 美元,而以太坊的平均交易成本接近 2.50 美元,BNB Chain 的平均交易成本约为 0.08 美元。在这方面,Solana 通过验证器增强网络稳健性的策略已被证明是有效的。
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,仅低费用并不能保证资金流入或网络活动的增加。尽管如此,它们为那些不喜欢依赖第 2 层扩展解决方案的用户提供了竞争优势,因为第 2 层扩展解决方案可能会增加复杂性和额外成本。例如,Pump.fun memecoin 启动板在交易者中取得了巨大成功,7 月底每日活跃地址达到 65,000 个,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 等经验丰富的资产管理公司认为,由于其可扩展性,SOL 的价格可能会比当前水平增长 120%,这对于稳定币和汇款的采用至关重要。 VanEck 9 月 25 日的一份报告指出,机构采用潜力和从以太坊第 2 层解决方案中提取价值是投资者对 Solana 看法改善的主要驱动力。
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 日发布的 Gameshift(一种利用 Google Cloud 架构并由 Solana Labs 支持的游戏开发 API)被强调为网络需求增加的潜在催化剂。 Gameshift 旨在为传统游戏开发商提供一整套 Web3 服务,包括不可替代代币(NFT)和数字资产的集成。
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,投资者对 Solana 支持的新款智能手机 Seeker 的推出寄予厚望,其售价低于 499 美元。 Solana Labs 表示,除了备受期待的针对这些用户的代币空投外,该设备还将配备升级的去中心化应用程序 (DApps) 商店,以更好地捕捉新兴用例。
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.
鉴于这种积极的前景,投资者相信 Solana 网络近期活动的增长最终将转化为对 SOL 的更高需求。 9 月 30 日,该网络的总锁定价值 (TVL) 增至 3610 万 SOL,与前两周相比基本持平,但仅比两年来的最高水平低 3%。根据 DefiLlama 的数据,以美元计算,55 亿美元的存款超过了 BNB Chain 46 亿美元的 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,根据 DappRadar 数据,Solana 活动中最显着的亮点是 DApp 交易量,与之前 7 天相比增长了 46%。相比之下,以太坊 DApp 同期增长了 12%,而 BNB Chain 的数字则持平。值得注意的是,以太坊的收益很大程度上依赖于 Balancer,因为其领先的 DApp Uniswap 在 7 天内的交易量下降了 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.
与此同时,Solana 全面上涨,Marinade Finance 上涨 66%,Pump.fun 上涨 93%,Solend 在过去 7 天上涨 143%。同样,在 Jupiter 交易所积累了超过 277 万个唯一地址的推动下,过去一周参与智能合约的活跃地址数量增加了 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.
根据当前的新闻流和网络活动,SOL 的价格似乎将跑赢山寨币市场,可能为牛市迈向 180 美元或更高铺平道路。
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