随着链上转账量创历史新高，Solana (SOL) 可能“直接飙升至 400 美元”

Solana 区块链最近的链上转账量创下历史新高，但市场情报公司 Glassnode 声称大部分活动是由机器人进行的。

Solana (SOL) blockchain recently hit record highs in onchain transfer volume, but most of this activity is conducted by bots, according to market intelligence firm Glassnode.

据市场情报公司 Glassnode 称，Solana (SOL) 区块链最近的链上转账量创下历史新高，但大部分活动是由机器人进行的。

In a Nov. 19 post on X, Glassnode noted that Solana’s SOL $238.09 transfer volume hit an all-time high of $318 billion on Nov. 16.

Glassnode 在 11 月 19 日在 X 上发布的帖子中指出，Solana 的 SOL 转账额为 238.09 美元，于 11 月 16 日创下了 3180 亿美元的历史新高。

This is almost three times SOL’s total market capitalization, which is currently about $112.5 billion. The number of total active addresses on Solana had spiked to 22 million.

这几乎是 SOL 总市值（目前约为 1125 亿美元）的三倍。 Solana 上的活跃地址总数已飙升至 2200 万。

However, the onchain analytics firm noted that the mean and median transaction volumes dipped around the same time.

然而，链上分析公司指出，平均交易量和中位数交易量大约在同一时间下降。

This raises questions about the veracity of Solana metrics because if the growth is organic, it should be accompanied by a similar uptick in the averages.

这引发了人们对 Solana 指标准确性的质疑，因为如果增长是有机的，那么它应该伴随着类似的平均值上升。

In an attempt to explain this phenomenon, Glassnode said:

为了解释这一现象，Glassnode 表示：

“The recent surge in Solana activity could be attributed to several factors, including increased NFT trading, new airdrops or launches, and rising interest in decentralized finance (DeFi) protocols.”

“最近 Solana 活动的激增可能归因于多种因素，包括 NFT 交易的增加、新的空投或发布，以及对去中心化金融 (DeFi) 协议的兴趣上升。”

The ramped-up activity was also likely responsible for recent increases in fees and network revenue.

活动的增加也可能是最近费用和网络收入增加的原因。

Solana daily revenue hit a record high of almost $6 million on Nov. 20, with network participants paying $7.63 million in transaction fees, according to data from DefiLlama.

根据 DefiLlama 的数据，11 月 20 日，Solana 每日收入创下近 600 万美元的历史新高，网络参与者支付了 763 万美元的交易费用。

Solana revenue and fees. Source: DefiLlama

Solana 收入和费用。来源：DefiLlama

Additional data from Blockworks Research reveals that Solana achieved an all-time high of $26 million in real economic value (REV) on Nov. 19.

Blockworks Research 的其他数据显示，Solana 于 11 月 19 日实现了 2600 万美元的实际经济价值 (REV) 的历史新高。

The layer-1 network also clocked the highest-ever decentralized exchange (DEX) volume of $6.93 billion, with Raydium representing 74% of Solana’s DEX trading volume with $5.13 billion, on Nov. 19, as per DefiLlama data.

根据 DefiLlama 的数据，11 月 19 日，第一层网络还创下了有史以来最高的去中心化交易所 (DEX) 交易量，达到 69.3 亿美元，其中 Raydium 占 Solana DEX 交易量的 74%，交易量为 51.3 亿美元。

Empowering Africa and connecting the world: X Spaces recap with VALR crypto exchange

赋予非洲权力并连接世界：X Spaces 通过 VALR 加密货币交易所进行回顾

Africa faces unique financial challenges, including limited access to traditional banking. Crypto and platforms like VALR offer a pathway to financial inclusion.

非洲面临着独特的金融挑战，包括获得传统银行业务的机会有限。加密货币和 VALR 等平台提供了一条通向金融普惠的途径。

“When people look at Africa, they tend to lump it all together into one entity, which really diminishes the complexity and color that exists on the continent. But there are over 50 countries with many currencies, borders, cultures, tribes, and languages,“ noted Farzam Ehsani, CEO and co-founder of VALR, during Cointelegraph’s recent X Spaces.

“当人们看待非洲时，他们倾向于将所有这些都归为一个实体，这确实削弱了非洲大陆存在的复杂性和色彩。但有 50 多个国家/地区拥有多种货币、边界、文化、部落和语言，”VALR 首席执行官兼联合创始人 Farzam Ehsani 在 Cointelegraph 最近的 X Spaces 上指出。

https://t.co/kDdhtk7Htn

https://t.co/kDdhtk7Htn

His colleague, VALR’s Head of Growth Blake Player, agreed: “Africa is definitely not like Europe or the US with one big homogeneous trading environment. There are different markets with very different rules, regulations and levels of sophistication.“

他的同事、VALR 增长主管 Blake Player 对此表示同意：“非洲绝对不像欧洲或美国那样拥有一个巨大的同质贸易环境。不同的市场有不同的规则、法规和复杂程度。”

Ehsani, Player and VALR’s chief marketing officer Ben Caselin, gathered for a live discussion to discuss the nuances of the African crypto scene and strategies for crypto exchanges to thrive in these circumstances.

Player Ehsani 和 VALR 首席营销官 Ben Caselin 齐聚一堂，进行现场讨论，讨论非洲加密货币场景的细微差别以及加密货币交易所在这种情况下蓬勃发展的策略。

“No choice“ for Africa but crypto

非洲“别无选择”，除了加密货币

Speakers noted the specificities of the African financial landscape, such as the phenomenon of mobile money, depreciating currencies, high interest rates and high remittance volumes. “Remittances are very expensive, highly intermediated and there’s a severe lack of liquidity for most African local currencies,“ added Player.

发言者指出了非洲金融格局的特殊性，例如移动货币现象、货币贬值、高利率和高汇款量。 “汇款非常昂贵，高度中介化，而且大多数非洲当地货币都严重缺乏流动性，”普莱尔补充道。

Still, a closer analysis of Raydium’s liquidity pools reveals that countless liquidity pools on this protocol have little to no liquidity and generate unreal trading volumes.

尽管如此，对 Raydium 流动性池的仔细分析表明，该协议上的无数流动性池几乎没有流动性，并产生不真实的交易量。

For example, the SOL-HAT pool held just $7 in liquidity but had almost $400,000 in 24-hour trading volume.

例如，SOL-HAT 池仅持有 7 美元的流动性，但 24 小时交易量却接近 40 万美元。

Liquidity pools on Raydium. Source: Raydium

Raydium 上的流动性池。来源：瑞鼎

This suggests that bots and other inorganic trading activities may drive a big chunk of Solana’s transaction volume.

这表明机器人和其他无机交易活动可能会推动 Solana 交易量的很大一部分。

This is not the first time Glassnode has claimed the presence of inorganic activity on Solana. On Nov. 4, the firm asserted that a “massive spike in onchain transfer volume” on Solana was “driven by a high-activity wallet using multiple accounts.”

这并不是 Glassnode 第一次声称 Solana 上存在无机活动。 11 月 4 日，该公司声称 Solana 上“链上转账量的大幅飙升”是“由使用多个账户的高活跃钱包驱动的”。

Similarly, Cointelegraph previously reported on claims by pseudonymous researcher Flip Research that most of the activity on Solana was conducted by bots.

同样，Cointelegraph 此前曾报道过匿名研究员 Flip Research 的说法，即 Solana 上的大部分活动都是由机器人进行的。

Critics have suggested that reported figures of Solana’s network activity in the last couple of months may be artificially inflated due to wash trading in memecoins, leading to skepticism over the network’s real growth trajectory.

批评者认为，由于模因币的清洗交易，Solana 过去几个月网络活动的报告数据可能被人为夸大，导致人们对该网络的实际增长轨迹产生怀疑。

SOL could “soar straight to $400”

SOL 可能“直接飙升至 400 美元”

Nevertheless, the recent spike in Solana’s network activity continues to spark investor interest as traders remain optimistic about Solana’s SOL $238.09 prospects.

尽管如此，Solana 网络活动最近的激增继续激发了投资者的兴趣，因为交易员对 Solana 的 SOL 238.09 美元前景保持乐观。

Pseudonymous analyst Titan of Crypto says SOL could possibly hit the $400 mark as it appears ready to break out of a cup-and-handle pattern.

Crypto 的匿名分析师 Titan 表示，SOL 可能会触及 400 美元大关，因为它似乎准备好突破杯柄模式。

Source: Titan of Crypto

资料来源：加密货币泰坦

Veteran trader Peter Brandt

资深交易员彼得·勃兰特