Raoul Pal 將其 90% 的流動性網絡分配給 Solana (SOL) – 原因如下

Real Vision 執行長、著名金融分析師 Raoul Paul 最近揭露了他的投資策略，反映出一個巨大的轉變。

Real Vision CEO Raoul Pal has shifted his investment strategy drastically, moving away from Bitcoin and other Altcoins. In a recent video address, Pal disclosed that a staggering 90% of his liquid assets are now allocated to Solana (SOL).

Real Vision 執行長 Raoul Pal 徹底改變了他的投資策略，遠離比特幣和其他山寨幣。在最近的一次視訊演講中，Pal 透露，他的流動資產中有 90% 驚人地現在分配給了 Solana (SOL)。

Explaining his significant portfolio adjustment, Pal stated, “90% of my liquid network is basically allocated right now to Solana. I don't have much Bitcoin right now. It doesn't mean that I don't like Bitcoin, I think the others go up more, simple as that.”

Pal 在解釋他的重大投資組合調整時表示，「我的流動性網絡的 90% 現在基本上分配給了 Solana。我現在沒有太多比特幣。這並不意味著我不喜歡比特幣，我認為其他比特幣的漲幅更大，就這麼簡單。

Highlighting Solana's impressive market performance, Pal noted that SOL has surged approximately 75% year-to-date, outpacing Bitcoin and Ethereum's gains of 58% and 42% respectively.

Pal 強調了 Solana 令人印象深刻的市場表現，指出 SOL 年初至今已飆升約 75%，超過了比特幣和以太坊分別 58% 和 42% 的漲幅。

Comparing Solana's user experience to Apple's ecosystem, Pal praised its sleek design and efficient, closed system. However, he also acknowledged Ethereum's broader scope and versatility for other applications to be built on top of it.

Pal 將 Solana 的用戶體驗與 Apple 的生態系統進行比較，稱讚其時尚的設計和高效、封閉的系統。然而，他也承認以太坊具有更廣泛的範圍和多功能性，可以在其之上建立其他應用程式。

Meanwhile, global asset management giant Franklin Templeton has also endorsed Solana, sparking speculations about a Solana ETF.

同時，全球資產管理大廠富蘭克林鄧普頓也認可了 Solana，引發了人們對 Solana ETF 的猜測。

“Solana has seen strong adoption and continues to mature, overcoming technological growing pains and showcasing the potential of high-throughput, monolithic architectures,” Franklin Templeton stated.

富蘭克林鄧普頓表示：“Solana 已被廣泛採用，並不斷成熟，克服了技術成長的煩惱，展示了高吞吐量、整體架構的潛力。”

However, a statement from an executive at the asset management firm has caused uncertainty. Speaking at the Bitcoin Conference on Thursday, Robert Mitchnick, BlackRock's head of digital assets, commented on the success of the spot Bitcoin and Ethereum ETFs, but he also revealed that there is not much interest in crypto ETFs beyond Bitcoin and Ethereum.

然而，該資產管理公司高層的聲明引發了不確定性。當貝萊德數位資產主管Robert Mitchnick 在周四的比特幣會議上發表講話時，評論了現貨比特幣和以太坊ETF 的成功，但他也透露，除了比特幣和以太坊之外，人們對加密ETF的興趣並不大。

“Our client base today, their interest overwhelmingly is in Bitcoin first, and then somewhat in ETH… and there's very little interest today beyond those two. I don't think we're gonna see a long list of crypto ETFs,” he said.

「我們今天的客戶群，他們的興趣絕大多數首先是比特幣，然後是 ETH……而今天除了這兩者之外幾乎沒有什麼興趣。我認為我們不會看到一長串加密貨幣 ETF。

On the other hand, some analysts are bullish on certain altcoins, especially Solana (SOL), as the crypto market experiences an uptick in the second half of July. Some experts believe that the market cap of Solana will reach the $100 billion mark in late August 2024.

另一方面，隨著加密貨幣市場在 7 月下半月出現上漲，一些分析師看好某些山寨幣，尤其是 Solana (SOL)。有專家認為，Solana 的市值將在 2024 年 8 月下旬突破 1,000 億美元大關。