以太坊 (ETH) 社区成员 Ryan Berckmans 表示，Solana (SOL) 无法充当新全球金融体系的支柱

Solana (SOL) 从最初的“单一”方法转变为承认第 2 层解决方案的重要性。但伯克曼斯指出

Ethereum community member Ryan Berckmans has stated that Solana cannot serve as the backbone of the so-called “new” global financial system.

以太坊社区成员 Ryan Berckmans 表示，Solana 无法充当所谓“新”全球金融体系的支柱。

Solana (SOL) has gradually shifted from its initial monolithic approach to acknowledging the importance of Layer 2 (L2) solutions. However, Berckmans points out on Twitter that Solana initially marketed itself as capable of handling global transaction loads on a single chain. This was before they quietly rebranded their L2 solutions as “Network Extensions” instead of acknowledging them as L2s.

Solana (SOL) 已逐渐从最初的整体方法转变为认识到第 2 层 (L2) 解决方案的重要性。然而，Berckmans 在 Twitter 上指出，Solana 最初将自己宣传为能够在单个链上处理全球交易负载。这是在他们悄悄将 L2 解决方案重新命名为“网络扩展”之前，而不是承认它们是 L2。

Solana's gradual acknowledgment of Ethereum's (ETH) L2 backbone strategy came after seeing flagship applications building custom L2 appchains on their network. This shift in perspective became more pronounced when a major Solana development team pivoted to building a SVM L2 on Ethereum.

在看到旗舰应用程序在其网络上构建自定义 L2 应用链后，Solana 逐渐认可了以太坊 (ETH) L2 主干战略。当 Solana 主要开发团队转向在以太坊上构建 SVM L2 时，这种观点的转变变得更加明显。

There'll be one global backbone – Ethereum

将有一个全球主干——以太坊

Ethereum is the backbone of the new global financial system of L2s and L1 apps. No other chain will come close.

以太坊是 L2 和 L1 应用程序的新全球金融体系的支柱。没有其他连锁店可以与之媲美。

Mert suggested that Sol can pivot to being the backbone. But Solana will never be the backbone. Here's 5 reasons why.

默特建议索尔可以转向成为骨干。但索拉纳永远不会成为支柱。这里有 5 个原因。

Four… pic.twitter.com/RoyEkASRP5

四个… pic.twitter.com/RoyEkASRP5

Several barriers stand in front of Solana

Solana 面前有几个障碍

Having spent eight months as a senior engineer on the Augur Project, a prediction platform on the Ethereum blockchain, Berckmans went on to identify several key barriers that stand in the way of Solana becoming a global backbone.

Berckmans 在以太坊区块链预测平台 Augur 项目上担任了 8 个月的高级工程师，之后发现了阻碍 Solana 成为全球骨干网的几个关键障碍。

Firstly, he stated that Solana operates with only one production client (agave rust), while a global backbone would require at least three fully independent chain clients with balanced stake distribution. According to Berckmans, the development of their second client, Firedancer, is facing major delays due to the lack of a proper protocol specification and research community.

首先，他表示 Solana 仅与一个生产客户（龙舌兰锈病）合作，而全球骨干网将需要至少三个完全独立的连锁客户，并具有均衡的股权分配。 Berckmans 表示，由于缺乏适当的协议规范和研究社区，他们的第二个客户端 Firedancer 的开发正面临重大延迟。

Solana's high bandwidth requirements (recommending 10Gbps upload) create major centralization risks and practical limitations. This requirement clashes with the notion of a global backbone that should be able to operate anywhere.

Solana 的高带宽要求（建议 10Gbps 上传）造成了主要的集中化风险和实际限制。这一要求与应该能够在任何地方运行的全球骨干网的概念相冲突。

The platform’s history of frequent outages and lack of protocol-level fallback capabilities also pose additional risks, he stated. Unlike Ethereum, Berckmans noted that Solana lacks the ability to continue producing blocks when finalization issues occur.

他表示，该平台频繁中断的历史以及缺乏协议级回退功能也带来了额外的风险。与以太坊不同，Berckmans 指出，Solana 缺乏在发生最终确定问题时继续生成区块的能力。

Finally, Berckmans pointed out that economic centralization presents another major concern when it comes to Solana. With an estimated 98% insider allocation from their initial coin offering (ICO) — compared to Ethereum's 80% public sale — questions arise about the true decentralization of the platform.

最后，Berckmans 指出，经济集中化是 Solana 的另一个主要问题。与以太坊 80% 的公开销售相比，估计 98% 的内部分配来自其首次代币发行 (ICO)，人们对该平台真正的去中心化产生了疑问。

The emergence of zk proof aggregation for L2 settlement poses further challenges to Solana's position. While Solana focuses on L1 execution scaling, this approach conflicts with the requirements for a global transaction backbone, which instead favors L2 settlement, according to Berckmans.

L2 结算的 zk 证明聚合的出现对 Solana 的地位提出了进一步的挑战。 Berckmans 表示，虽然 Solana 专注于 L1 执行扩展，但这种方法与全球交易主干网的要求相冲突，而全球交易主干网更倾向于 L2 结算。

Looking ahead, he predicts that Solana’s year-over-year market share will continue to decline in comparison to Ethereum's combined L1 and L2 ecosystem. As evidence of the market's direction, Berckmans cites major corporations such as Coinbase, Kraken, Sony, and Visa choosing Ethereum L2 solutions.

展望未来，他预测与以太坊的 L1 和 L2 生态系统相比，Solana 的同比市场份额将继续下降。作为市场方向的证据，Berckmans 引用了 Coinbase、Kraken、Sony 和 Visa 等大公司选择以太坊 L2 解决方案的例子。

The analysis concludes that while Solana has shown strength in areas like meme coin growth and price appreciation, its fundamental limitations ultimately prevent it from serving as the backbone of a global financial system.

分析得出的结论是，虽然 Solana 在模因币增长和价格升值等领域表现出了实力，但其根本局限性最终使其无法成为全球金融体系的支柱。