Solana 创始人将 Memecoin 视为积极力量，人工智能代理被高估：调查

该调查由 Blockworks Research 于 1 月 3 日发布，对 42 名项目负责人进行了调查，揭示了塑造区块链网络未来的趋势和挑战。

A recent survey by Blockworks Research has revealed that a majority of Solana founders view memecoins positively, while skepticism persists towards AI agents and concerns remain over Maximum Extractable Value (MEV) in the Solana ecosystem.

Blockworks Research 最近的一项调查显示，大多数 Solana 创始人对 memecoin 持积极态度，而对 AI 代理仍然持怀疑态度，并且对 Solana 生态系统中的最大可提取价值 (MEV) 仍然存在担忧。

Conducted on January 3, the survey polled 42 project leaders, shedding light on trends and challenges shaping the blockchain network’s future.

该调查于 1 月 3 日进行，对 42 名项目负责人进行了调查，揭示了塑造区块链网络未来的趋势和挑战。

Solana Founders Bullish on Memecoins

Solana 创始人看好 Memecoin

According to the survey, 76% of the Solana founders polled view memecoins as “mostly good” for the ecosystem. These digital assets, often characterized by their humor-driven branding and speculative appeal, have contributed significantly to Solana's surge in activity and total value locked (TVL).

调查显示，76% 的受访 Solana 创始人认为 memecoin 对生态系统“非常有利”。这些数字资产通常以其幽默驱动的品牌和投机吸引力为特征，为 Solana 的活动和总锁定价值 (TVL) 激增做出了重大贡献。

Rising to prominence in 2024, Solana-based memecoins attracted retail traders en masse, driving Solana's TVL from $1.5 billion to $8.5 billion in a remarkable upsurge, as reported by Blockworks. Platforms like Pump.fun played a pivotal role, generating over $8.5 billion in transaction volume since their inception and occasionally even surpassing Ethereum in 24-hour revenue, according to DeFiLlama.

据 Blockworks 报道，基于 Solana 的模因币在 2024 年声名鹊起，吸引了大批散户交易者，将 Solana 的总锁定价值从 15 亿美元大幅飙升至 85 亿美元。据 DeFiLlama 称，Pump.fun 等平台发挥了关键作用，自成立以来产生了超过 85 亿美元的交易量，有时甚至在 24 小时收入方面超过了以太坊。

In the broader meme coin market, CoinMarketCap data indicates a substantial increase, with market capitalization soaring from $20 billion to over $120 billion in 2024, highlighting its increasing prominence in the crypto industry.

在更广泛的模因币市场中，CoinMarketCap 数据表明其大幅增长，市值从 200 亿美元飙升至 2024 年超过 1200 亿美元，凸显了其在加密行业中日益突出的地位。

Solana Founders Skeptical of AI Agents

Solana 创始人对人工智能代理持怀疑态度

In contrast, Solana founders remain skeptical about AI agents, with 16% labeling them as the “most overrated” sector within the ecosystem. Designed to execute complex tasks autonomously, AI agents have seen mixed reception despite their rising popularity.

相比之下，Solana 创始人仍然对人工智能代理持怀疑态度，16% 的创始人将其标记为生态系统中“最被高估”的部门。人工智能代理旨在自主执行复杂的任务，尽管它们越来越受欢迎，但人们的反应却褒贬不一。

In 2024, tokens linked to AI agents, largely emerging in the fourth quarter, collectively amassed a combined market capitalization of $16 billion, according to CoinGecko. Some, like Zerebro (ZEREBRO) and Fartcoin (FART), gained significant traction. However, concerns arise over the potential of this sector to deliver on its promises.

据 CoinGecko 称，到 2024 年，与人工智能代理相关的代币（主要出现在第四季度）的总市值达到 160 亿美元。其中一些，例如 Zerebro (ZEREBRO) 和 Fartcoin (FART)，获得了巨大的关注。然而，人们对该行业兑现承诺的潜力感到担忧。

As reported by Blockworks on December 14, Condz, founder of Web3 startup Acolyte AI, highlighted these disparities, stating on X, “Most crypto AI agents are either scams or fail to meet expectations.”

据 Blockworks 12 月 14 日报道，Web3 初创公司 Acolyte AI 的创始人 Condz 强调了这些差异，并在 X 上表示，“大多数加密 AI 代理要么是骗局，要么无法满足预期。”

Solana Founders Express Concerns Over MEV

Solana 创始人表达了对 MEV 的担忧

The survey also highlighted concerns over MEV, with more than 20% of respondents identifying it as Solana's most pressing issue. Arising when users tip validators to prioritize transactions, MEV can lead to higher transaction costs and increased vulnerability to sandwich attacks.

该调查还强调了对 MEV 的担忧，超过 20% 的受访者认为这是 Solana 最紧迫的问题。当用户提示验证器优先处理交易时，MEV 可能会导致更高的交易成本并增加三明治攻击的脆弱性。

Solana encountered this issue in 2024, with validators earning more from MEV than their Ethereum counterparts, coinciding with a near-tripling of transaction fees, as reported by Dune Analytics. These dynamics highlight the need for solutions to maintain the platform's competitive edge.

据 Dune Analytics 报道，Solana 在 2024 年遇到了这个问题，验证者从 MEV 中获得的收入比以太坊同行更多，同时交易费用也增加了近两倍。这些动态凸显了对解决方案的需求，以保持平台的竞争优势。

When asked about alternatives, a majority of Solana founders expressed a preference for either Base, Coinbase's Ethereum layer-2 solution, or Sui, a rival layer-1 blockchain, both garnering attention for their technology and user growth.

当被问及替代方案时，大多数 Solana 创始人表示更喜欢 Base（Coinbase 的以太坊第 2 层解决方案）或 Sui（竞争对手的第 1 层区块链），两者都因其技术和用户增长而受到关注。

Solana Set for a Balanced Future

Solana 致力于打造平衡的未来

Despite the challenges and shifting trends, Solana remains a formidable presence in the blockchain ecosystem. With its strengths and weaknesses, the platform continues to serve as a hub for innovation and a benchmark for other networks.

尽管面临挑战和变化的趋势，Solana 在区块链生态系统中仍然具有强大的影响力。凭借其优势和劣势，该平台继续充当创新中心和其他网络的基准。

Solana is set to navigate the upcoming year with promising price predictions, with some expecting new all-time highs in Q1 of this year once Trump takes office, according to Blockworks on January 24.

据 Blockworks 1 月 24 日的数据，Solana 将以充满希望的价格预测来迎接即将到来的一年，一些人预计，一旦特朗普上任，今年第一季度将创下历史新高。