Solana 强势回归：投资者需要了解什么

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Solana 强势回归：投资者需要了解什么一文首先出现在 Coinpedia 金融科技新闻上

2024 年 2 月 29 日，Johnny Koon 主持了 Twitter Spaces 会议，题为“

介绍

CoinEx Twitter Spaces 讨论拉开帷幕，主持人

Metapool 联合创始人

和CoinEx 研究员

讨论旨在阐明几个关键问题，包括：

1. 比特币近期价格上涨和市场情绪。

2. Solana 复苏背后的因素：是什么推动了 Solana 近期价格的上涨？

3. Solana 的未来潜力：Solana 的未来会怎样？投资者如何驾驭这一格局？

关键讨论点

1. 托管解决方案的兴趣上升

讨论以免责声明开始，即所有陈述不应被视为财务建议，投资者应进行研究并进行适当的风险管理。

Claudio 首先解决了由于比特币价格飙升而引发的牛市或即将到来的牛市，每个加密货币爱好者心中的主要加密货币情绪和问题。

克劳迪奥在总结他的观点时表示，ETF 可能会影响比特币当前的价格走势。

2. 托管解决方案的兴趣上升

Claudio 继续解释说，在过去 12 至 18 个月中，大型组织对机构投资者的到来和托管解决方案的出现表现出浓厚的兴趣，这表明市场格局日趋成熟。

Claudio 强调，过去几个月兴趣的增加导致了对 Fireblocks、BitGo、Finoa、Twinspeak 和 Anchorage 等托管解决方案的探索。

他指出，中心化交易所也提供托管资产。

3. 探索 Solana 的强势回归：

随后话题转向了主题——Solana 最近的涨价（强力卷土重来）及其前景。

以下是讨论的要点的回顾：

• The Saga Initiative: The speakers discussed potential factors behind Solana’s price surge, including the potential influence of the Saga phone (a smartphone designed specifically for the Solana blockchain). Claudio mentioned he was initially skeptical about it and admitted he was wrong about criticizing that initiative after witnessing how the mobile initiative helped in Solana’s powerful comeback. Claudio goes ahead to explain how Solana built a strong user base by airdropping tokens to Saga owners (Solana fans) during the summer of last year, which he considers a really good “go-to-market strategy” that was perfectly executed.

• Solana’s Attraction to Top Protocols and Deepin Projects: Claudio emphasized Solana’s appeal for top protocols like Render and Helium, particularly with the concentration of Deepin projects within the Solana ecosystem. He highlighted the significance of Solana’s integration with Wormhole, a bridge facilitating seamless connection with other L1 blockchain ecosystems, as a key factor driving the migration. Claudio underscored that this surge in interest and asset inflow into Solana has been meticulously planned over the past 12 to 18 months, with projects undergoing thorough auditing before joining the ecosystem. This influx of projects and interest has catalyzed the current market dynamics for alternative L1s, positioning Solana as a promising platform for digital asset adoption, especially in emerging markets like Southeast Asia and Latin America.

• Solana’s Competitive Landscape: The discussion acknowledged the presence of competing blockchains like Sui, Aptos, and Near, each with its strengths and weaknesses.

• Sustainability Concerns in GameFi: The conversation highlighted concerns about the current GameFi model’s sustainability and emphasized the need for a more sustainable approach.

• Solana’s Future Potential: The speakers remained optimistic about Solana’s future, emphasizing the importance of building sustainable ecosystems that provide real value to users.

Conclusion

Solana’s recent resurgence has sparked discussions, showcasing its impressive recovery from past challenges. The session highlighted strategic efforts by the Solana Foundation and vibrant community engagement, with the Solana phone playing a key role in improving accessibility to crypto assets. Despite the optimism, panelists emphasized the need for caution and risk management in crypto investments. Attendees were left with valuable insights, reaffirming their commitment to navigate the crypto landscape responsibly.

Key Takeaways

1. Bitcoin’s surge prompts speculation of a bull run, possibly influenced by the ETF.

2. Increased interest from large organizations in custodial solutions like Fireblocks and BitGo.

3. Solana’s comeback is attributed to initiatives like the Saga phone and strategic airdrops to build a strong user base.

4. Solana 通过与 Wormhole 集成，对顶级协议和 Deepin 项目产生了吸引力。

5. 在来自其他区块链的竞争和 GameFi 的可持续性担忧中，人们对 Solana 的未来潜力持乐观态度。

热点：投资 投资者