Solana (SOL) 是我现在购买的一种加密货币

新年还不到一个月，一些顶级山寨币就已经开始脱离市场基准比特币（BTC 1.66%）。

Less than a month into the new year, and already a number of top altcoins are starting to pull away from market benchmark Bitcoin (CRYPTO:BTC). While Bitcoin is up 15% for the year, other cryptocurrencies are up 30%, 40%, and even 50%.

进入新的一年还不到一个月，一些顶级山寨币已经开始脱离市场基准比特币（CRYPTO：BTC）。比特币今年上涨了 15%，而其他加密货币则上涨了 30%、40%，甚至 50%。

The one cryptocurrency on my radar right now is Solana (CRYPTO:SOL), which jumped more than 50% between Jan. 12 and Jan. 17. There are several catalysts for Solana in 2025, and all of them are setting up this cryptocurrency for rapid growth over the coming years.

目前我关注的一种加密货币是 Solana (CRYPTO:SOL)，它在 1 月 12 日至 1 月 17 日之间上涨了 50% 以上。2025 年 Solana 的发展有多种催化剂，所有这些催化剂都在为这种加密货币建立基础。未来几年的快速增长。

The next Ethereum?

下一个以太坊？

First and most importantly, Solana has emerged as the premier blockchain challenger to Ethereum (CRYPTO:ETH). Solana is a smart contract blockchain platform, and that means it can do anything Ethereum can do. It also means Solana has a thriving blockchain ecosystem in areas ranging from decentralized finance (DeFi) to blockchain gaming.

首先也是最重要的是，Solana 已成为以太坊（CRYPTO：ETH）的主要区块链挑战者。 Solana 是一个智能合约区块链平台，这意味着它可以做以太坊可以做的任何事情。这也意味着 Solana 在从去中心化金融 (DeFi) 到区块链游戏等领域拥有蓬勃发展的区块链生态系统。

But here's the thing: Solana is faster, cheaper, and easier to use than Ethereum. That's something that Cathie Wood of Ark Invest pointed out nearly a year ago, when she emphasized the potential for Solana to take market share away from Ethereum. Faster speeds and lower costs are key to winning over new customers and attracting new users. For good reason, Solana has been tagged as a potential Ethereum killer.

但事情是这样的：Solana 比以太坊更快、更便宜、更容易使用。 Ark Invest 的 Cathie Wood 大约一年前就指出了这一点，当时她强调 Solana 有可能夺走以太坊的市场份额。更快的速度和更低的成本是赢得新客户和吸引新用户的关键。 Solana 有充分的理由被标记为潜在的以太坊杀手。

New spot ETFs

新现货ETF

There's another big factor in Solana's favor: the relatively high probability that new spot Solana exchange-traded funds (ETFs) will be coming in 2025. Think back to the arrival of the spot Bitcoin ETFs last January, and how they resulted in tens of billions of dollars flowing into Bitcoin, thereby pushing up its price. All told, more than $100 billion has now flowed into the spot Bitcoin ETFs.

还有一个对 Solana 有利的重要因素：新的现货 Solana 交易所交易基金 (ETF) 在 2025 年推出的可能性相对较高。回想一下去年 1 月现货比特币 ETF 的到来，以及它们如何带来了数百亿美元的收入美元流入比特币，从而推高其价格。总而言之，目前已有超过 1000 亿美元流入现货比特币 ETF。

That's not to say that $100 billion is going to flow into Solana. After all, Bitcoin is of an entirely different scale and size than Solana. But J.P. Morgan recently suggested that as much as $6 billion of new investor money could flow into the Solana ETFs.

这并不是说 1000 亿美元将流入 Solana。毕竟，比特币的规模和大小与 Solana 完全不同。但摩根大通最近表示，多达 60 亿美元的新投资者资金可能流入 Solana ETF。

Mobile crypto strategy

移动加密策略

Solana also has something that no other top Layer-1 blockchain network has: a mobile crypto strategy. Solana launched the crypto-friendly Saga smartphone in 2023, and is following that up with a lower-cost Seeker smartphone in 2025. Some people want to carry their crypto with them wherever they go, and the easiest way to do that is with a mobile device optimized for crypto.

Solana 还拥有其他顶级第 1 层区块链网络所没有的东西：移动加密策略。 Solana 于 2023 年推出了支持加密货币的 Saga 智能手机，并于 2025 年推出了成本较低的 Seeker 智能手机。有些人希望无论走到哪里都随身携带加密货币，而最简单的方法就是使用手机针对加密进行优化的设备。

According to Solana's founders, a mobile device optimized for crypto is the easiest way to onboard new users. Once you buy a new Solana mobile device, you're more likely to use the Solana blockchain, and to interact with all the different apps within the Solana blockchain ecosystem.

Solana 的创始人表示，针对加密货币进行优化的移动设备是吸引新用户的最简单方法。一旦您购买了新的 Solana 移动设备，您就更有可能使用 Solana 区块链，并与 Solana 区块链生态系统中的所有不同应用程序进行交互。

Meme coins

模因币

Solana has emerged as the blockchain of choice for launching, buying, and selling meme coins. Thousands of new meme coins are being created daily, and Solana is arguably the easiest, lowest-cost, and most efficient blockchain platform to do that.

Solana 已成为启动、购买和销售模因币的首选区块链。每天都会有数千个新的 meme 币被创建，而 Solana 可以说是最简单、成本最低且最高效的区块链平台。

Just think about the new meme coin launched by President Donald Trump in the weekend before his inauguration. The meme coin launched on the Solana blockchain, and immediately soared to a valuation of $10 billion. On the news of the meme coin launch, the price of Solana spiked by 12%.

想想唐纳德·特朗普总统在就职前的周末推出的新模因硬币吧。 Meme 币在 Solana 区块链上推出，估值立即飙升至 100 亿美元。 Meme 币推出的消息传出后，Solana 的价格飙升了 12%。

While I don't support the idea of buying meme coins as part of a long-term investment strategy, I think the case can be made that buying Solana is a clever way to benefit from the meme coin trend. That's because you need to buy Solana tokens in order to buy Solana meme coins (just as you need dollars to buy dollar-denominated assets).

虽然我不支持购买 Meme 币作为长期投资策略的一部分，但我认为购买 Solana 是从 Meme 币趋势中受益的明智方式。这是因为您需要购买 Solana 代币才能购买 Solana meme 币（就像您需要美元来购买以美元计价的资产一样）。

Thus, any spike in meme coin trading boosts overall demand for Solana. That's why the price of Solana rallied after the Trump meme coin launch. Total trading volume on the Solana blockchain more than doubled, while overall transaction activity exploded.

因此，模因币交易的任何激增都会增加对 Solana 的整体需求。这就是特朗普模因币推出后 Solana 价格上涨的原因。 Solana 区块链上的总交易量增加了一倍多，而整体交易活动呈爆炸式增长。

How high can Solana go?

Solana 能走多高？

There are a number of different ways to think about just how much higher Solana might go over the long haul. If you buy into the idea that Solana is the next Ethereum, then one methodology is simply to compare the market caps of Solana and Ethereum, and then make some basic assumptions about just how quickly Solana might close the gap.

有多种不同的方式来思考 Solana 从长远来看可能会上涨多少。如果您相信 Solana 是下一个以太坊，那么一种方法就是比较 Solana 和以太坊的市值，然后对 Solana 缩小差距的速度做出一些基本假设。

Currently, Ethereum has a market cap of $400 billion, while Solana has a market cap of $125 billion. So, if Solana does eventually close the gap with Ethereum, we're talking about a potential gain of $275 billion in market cap. Based on Solana's current price of approximately $250, that would suggest a target price of $550.

目前，以太坊的市值为 4000 亿美元，而 Solana 的市值为 1250 亿美元。因此，如果 Solana 最终缩小与以太坊的差距，我们谈论的市值可能会增加 2750 亿美元。根据 Solana 目前约 250 美元的价格，这表明目标价格为 550 美元。

Just keep in mind: A lot needs to go right for Solana to hit that target. It must continue to take market share away from Ethereum. It needs regulatory approval for new spot ETFs. And it must continue to

请记住：Solana 需要做很多事情才能实现该目标。它必须继续从以太坊夺走市场份额。新的现货 ETF 需要监管部门的批准。并且必须继续