Solana 扩大其在 DeFi 领域的影响力，在其投资组合中增加了 10 亿美元的稳定币

12 月，Solana 通过整合额外 10 亿美元的稳定币，大幅增加了其投资组合，使其总额达到约 50 亿美元。

Solana's portfolio saw a significant addition in December with the integration of an extra $1 billion in stablecoins, bringing the total to approximately $5 billion. The majority of these assets are in US Dollar Coin (USDC), which alone accounts for nearly $4 billion of the total value locked (TVL) within the Solana network. Tether (USDT) is the second-largest stablecoin on the platform, contributing around $1 billion to the TVL.

Solana 的投资组合在 12 月大幅增加，新增了 10 亿美元的稳定币，使总额达到约 50 亿美元。这些资产大部分都是美元硬币 (USDC)，仅此一项就占 Solana 网络内锁定总价值 (TVL) 的近 40 亿美元。 Tether (USDT) 是该平台上第二大稳定币，为 TVL 贡献了约 10 亿美元。

This growth in Solana's stablecoin assets highlights the expanding influence and adoption of the network, particularly in decentralized finance (DeFi). Solana has positioned itself as a strong competitor to Ethereum, especially in applications that utilize smart contracts. Since 2023, Solana's native cryptocurrency, SOL, has outpaced Ethereum's Ether (ETH) by roughly eight-fold, with the total value locked surging from about $1.4 billion to more than $8.6 billion in 2024.

Solana 稳定币资产的增长凸显了该网络的影响力和采用率不断扩大，特别是在去中心化金融 (DeFi) 领域。 Solana 将自己定位为以太坊的强大竞争对手，尤其是在使用智能合约的应用程序中。自 2023 年以来，Solana 的原生加密货币 SOL 的速度已超过以太坊的以太坊 (ETH) 约八倍，锁定的总价值从约 14 亿美元飙升至 2024 年的超过 86 亿美元。

This rise coincides with an overall increase in stablecoin market capitalizations following the election win of United States President-elect Donald Trump in November. It is widely speculated that the election results could have positive implications for the cryptocurrency industry. According to Citi Research, the market capitalizations of the leading stablecoins — USDT, USDC, and Dai — have collectively increased by over $25 billion since November, signaling a bullish trend for DeFi. Stablecoins are increasingly seen as the gateway to decentralized finance.

这一增长恰逢美国当选总统唐纳德·特朗普 11 月获胜后稳定币市值的整体增长。人们普遍猜测，选举结果可能会对加密货币行业产生积极影响。根据花旗研究的数据，自 11 月以来，主要稳定币——USDT、USDC 和 Dai——的市值总计增加了超过 250 亿美元，预示着 DeFi 的看涨趋势。稳定币越来越被视为去中心化金融的门户。

Despite Solana's impressive growth, Ethereum still holds a significantly larger volume of stablecoin assets, with over $110 billion in TVL as of the end of December. Solana's network continues to attract retail traders, partly due to growing interest in Solana-based memecoins and artificial intelligence agent tokens.

尽管 Solana 的增长令人印象深刻，但以太坊仍然拥有大量稳定币资产，截至 12 月底，TVL 超过 1100 亿美元。 Solana 的网络继续吸引零售交易者，部分原因是人们对基于 Solana 的 memecoin 和人工智能代理代币的兴趣日益浓厚。

In response to Solana's rising prominence, Grayscale added two Solana-native DeFi applications, Jupiter and Jito, to its watchlist for top tokens in early 2025. Notably, Jito, a Solana staking pool, achieved monthly revenues exceeding $100 million from priority fees and tips during November and December, highlighting the growing potential of the Solana ecosystem in the DeFi space.

为了应对 Solana 的日益崛起，Grayscale 在 2025 年初将两款 Solana 原生 DeFi 应用程序 Jupiter 和 Jito 添加到其顶级代币观察列表中。值得注意的是，Solana 质押池 Jito 通过优先费用和提示实现了超过 1 亿美元的月收入11 月和 12 月期间，突显了 Solana 生态系统在 DeFi 领域不断增长的潜力。