Solana 的鏈上增長：Grayscale 的賭注和 260 美元的目標

探索 Solana 令人印象深刻的鏈上增長、Grayscale 的樂觀前景以及 SOL 達到 260 美元的潛力。發現關鍵指標和見解。

Solana's On-Chain Growth: Grayscale's Bets and the $260 Target

Solana 的鏈上增長：Grayscale 的賭注和 260 美元的目標

Solana's ecosystem is booming, with strong on-chain growth and attracting significant attention. Grayscale's analysis suggests SOL could surpass its 2021 peak of $260. Let's dive into the details.

Solana 的生態系統正在蓬勃發展，鏈上增長強勁並引起了廣泛關注。 Grayscale 的分析表明 SOL 可能會超過 2021 年 260 美元的峰值。讓我們深入了解細節。

Solana's Impressive On-Chain Metrics

Solana 令人印象深刻的鏈上指標

Grayscale highlights Solana's leadership in user count, transaction volume, and fees. Solana averages 4,587 daily users and processes up to 96,200 transactions daily, outperforming Ethereum and others.

Grayscale 凸顯了 Solana 在用戶數量、交易量和費用方面的領先地位。 Solana 平均每天有 4,587 個用戶，每天處理多達 96,200 筆交易，表現優於以太坊和其他交易。

• Raydium boasts over $1.2 trillion in volume.
• Jupiter leads as the largest DEX aggregator.
• Pump.fun attracts 2 million monthly active users.

Solana's apps generate about $425 million in monthly fees, totaling over $5 billion annually, indicating substantial demand.

Solana 的應用程序每月產生約 4.25 億美元的費用，每年總計超過 50 億美元，這表明需求量很大。

Grayscale's Bullish Outlook on SOL

Grayscale 對 SOL 的看好前景

Grayscale believes SOL is undervalued at $202.36, considering its metrics and 7% staking reward. The $260 mark from November 2021 is seen as a fair value based on growth since the FTX crash.

考慮到 SOL 的指標和 7% 的質押獎勵，Grayscale 認為 SOL 的價值被低估，為 202.36 美元。 2021 年 11 月以來的 260 美元大關被視為基於 FTX 崩盤以來增長的公允價值。

Why Solana Stands Out

Solana 為何脫穎而出

Solana offers fast, cheap transactions, with new blocks every 400 milliseconds and finality in 12-13 seconds. Average transaction fees are just $0.02 per year.

Solana 提供快速、廉價的交易，每 400 毫秒產生一個新塊，並在 12-13 秒內完成最終確定。平均交易費用每年僅為 0.02 美元。

Solana's architecture, using the Solana Virtual Machine (SVM), creates "sticky demand" as SVM-based apps aren't easily transferred to other blockchains. Over 1,000 developers work on Solana and SVM-based apps.

Solana 的架構使用 Solana 虛擬機 (SVM)，創造了“粘性需求”，因為基於 SVM 的應用程序不容易轉移到其他區塊鏈。超過 1,000 名開發人員致力於 Solana 和基於 SVM 的應用程序的開發。

Industry Leaders Weigh In

行業領導者參與其中

VanEck's Matthew Sigel projected Solana to capture up to 50% of Ethereum's market cap, valuing SOL at $330, with a potential surge to $520 by year-end.

VanEck 的 Matthew Sigel 預計 Solana 將佔據以太坊市值的 50%，對 SOL 的估值為 330 美元，到年底可能會飆升至 520 美元。

NoOnes CEO Ray Youssef noted Solana's strong fundamentals and revenue leadership, suggesting it could reach $300 by early 2026.

NoOnes 首席執行官 Ray Youssef 指出了 Solana 強勁的基本面和領先的收入，並暗示其到 2026 年初可能達到 300 美元。

Solana's Continued Growth in 2025

Solana 2025 年持續增長

Solana generated $2.85 billion in revenue from October 2024 to September 2025, driven by developers, DeFi, and real-world asset integrations. Institutional confidence is growing, with corporate and treasury holdings exceeding 2.2 million SOL (roughly $525 million).

2024 年 10 月至 2025 年 9 月，在開發商、DeFi 和現實世界資產整合的推動下，Solana 創造了 28.5 億美元的收入。機構信心正在增強，企業和財務持有量超過 220 萬 SOL（約 5.25 億美元）。

Unich: A Solana-Based Project to Watch

Unich：一個值得關注的基於 Solana 的項目

Unich is redefining OTC trading with smart contracts, addressing counterparty risks. Its Pre-Market platform uses a dual collateral locking system, securing funds on-chain. Unich has achieved over $1.3 billion in total trading volume and attracted 5.5 million users across 190 countries.

Unich 正在通過智能合約重新定義場外交易，解決交易對手風險。其上市前平台採用雙重抵押鎖定係統，確保鏈上資金安全。 Unich 的總交易額已超過 13 億美元，吸引了來自 190 個國家的 550 萬用戶。

Plasma's DeFi Rise

Plasma 的 DeFi 崛起

Plasma (XPL) has seen rapid adoption, climbing to the 5th largest DeFi chain with $6.4 billion in TVL. Transaction volume has surged by 5,000% in the past 30 days.

Plasma (XPL) 得到了迅速採用，以 64 億美元的 TVL 攀升至第五大 DeFi 鏈。過去 30 天內交易量激增 5,000%。

Final Thoughts

最後的想法

Solana's growth is no joke, and it seems like everyone's taking notice, from Grayscale to industry bigwigs. Whether it's DeFi, NFTs, or just plain fast transactions, Solana's got something for everyone. Keep an eye on this blockchain – it's definitely one to watch! Who knows, maybe SOL really will hit that $260 mark. Only time (and the crypto market) will tell!

Solana 的增長可不是開玩笑，似乎每個人都在關注，從灰度到行業大佬。無論是 DeFi、NFT 還是普通的快速交易，Solana 都能滿足每個人的需求。密切關注這個區塊鏈——它絕對值得關注！誰知道呢，也許 SOL 真的會達到 260 美元大關。只有時間（和加密貨幣市場）才能證明一切！