Solana vs.以太坊：從長遠來看，誰贏了？

Solana是否準備蝕以太坊？在長期爭取區塊鏈優勢的戰鬥中，檢查專家意見，RWA增長和機構興趣。

The crypto world is buzzing with the ongoing debate: Solana or Ethereum? In the long run, which blockchain will reign supreme? Let's dive into the key insights shaping this narrative.

加密世界正在持續的辯論嗡嗡作響：Solana還是以太坊？從長遠來看，哪個區塊鏈將占主導地位？讓我們深入研究塑造這種敘述的關鍵見解。

Scaramucci's Bold Prediction: Solana to Overtake Ethereum

Scaramucci的大膽預測：超過以太坊的索拉納

Anthony Scaramucci, SkyBridge Capital founder, recently stirred the pot at the DigiAssets 2025 conference. His prediction? Solana (SOL) will eventually outshine Ethereum (ETH). While not bashing Ethereum, Scaramucci admitted he simply "understands the Solana story better." This isn't just talk; SkyBridge holds significant digital asset positions, with both Bitcoin and Solana as core assets. About 40% of their clients' portfolios are now allocated to crypto.

Skybridge Capital創始人Anthony Scaramucci最近在Digiassets 2025會議上激起了鍋。他的預測？ Solana（Sol）最終將超過以太坊（ETH）。斯卡拉穆奇（Scaramucci）雖然沒有抨擊以太坊，但他承認他只是“更好地了解索拉納的故事”。這不僅僅是說話； Skybridge擁有重要的數字資產頭寸，比特幣和Solana作為核心資產。現在，大約40％的客戶投資組合分配給了加密貨幣。

Institutional Interest is Shifting

機構興趣正在轉移

Scaramucci's sentiment reflects a broader trend: growing institutional interest in Solana. Its high speed and low costs are attractive. He acknowledged his personal conviction as a driver of the firm's strategic positioning, but this kind of high-profile endorsement can certainly amplify investor interest in Solana's long-term potential.

Scaramucci的情緒反映了更廣泛的趨勢：對Solana的機構興趣日益增加。它的高速和低成本很有吸引力。他承認自己是該公司戰略定位的驅動力的個人信念，但是這種備受矚目的認可肯定可以擴大投資者對Solana的長期潛力的興趣。

Ethereum Fights Back: RWA Growth and ETF Inflows

以太坊反擊：RWA增長和ETF流入

Don't count Ethereum out just yet! Analysts point to accelerating Real World Asset (RWA) growth on the Ethereum network. The RWA sector has exploded, increasing by 850% over the past year. Ethereum, along with zkSync, dominates the RWA market, with Ethereum holding the lion's share. The total value locked in tokenized RWAs on Ethereum has surpassed $4 billion, solidifying its role as infrastructure for on-chain finance.

不要剛才算以太坊！分析師指出，以太坊網絡上的現實世界資產（RWA）增長。 RWA部門爆炸了，在過去的一年中增長了850％。以太坊與ZKSYNC一起在RWA市場中占主導地位，以太坊持有獅子的份額。以太坊上鎖定的令牌RWA的總價值超過了40億美元，鞏固了其作為鏈融資基礎設施的作用。

Ethereum ETF Momentum

Etherum ETF力矩

Ethereum spot ETFs have seen renewed institutional participation, recording strong inflows recently. BlackRock's iShares Ethereum Trust (ETHA) has been a major contributor. Exchange reserves are also dwindling, suggesting a decrease in short-term liquidity and potentially reduced sell-side pressure.

以太坊斑點ETF已經看到了機構的重新參與，最近記錄了大量的流入。貝萊德（Blackrock）的iShares以太坊信託（ETHA）一直是主要貢獻者。交換儲備也正在逐漸減少，這表明短期流動性降低並有可能減少賣方壓力。

Ethereum's Dominance in Stablecoins and RWAs

以太坊在Stablecoins和RWAS中的主導地位

Ethereum continues to lead in key sectors like stablecoins and tokenized assets. It supports the vast majority of the stablecoin supply across blockchains and hosts most tokenized treasuries and financial instruments deployed on-chain. The network's developer activity remains robust.

以太坊繼續領導著穩定幣和令牌資產等關鍵領域。它支持跨區塊鏈的絕大多數穩定供應，並在鏈上部署了大多數標記的國庫和金融工具。網絡的開發人員活動仍然很強。

A New Challenger Approaches: Kaanch Network

新的挑戰者方法：kaanch網絡

While Solana and Ethereum battle for supremacy, other projects are vying for attention. Kaanch Network, with its focus on scalability and usability, aims to address blockchain shortcomings. With audited security, high throughput, and cost efficiency, Kaanch presents itself as a potential player in the crypto environment.

儘管Solana和Ethereum爭奪至高無上的戰鬥，但其他項目仍在爭奪關注。 Kaanch網絡側重於可擴展性和可用性，旨在解決區塊鏈缺點。憑藉經過審核的安全性，高吞吐量和成本效率，Kaanch將自己作為加密環境中的潛在參與者。

The Long Run: A Crystal Ball?

長期：水晶球？

Predicting the future is tricky, especially in crypto. Solana's speed and lower costs give it an edge, but Ethereum's established infrastructure and growing RWA market are significant strengths. Institutional interest is a key factor, and both blockchains are attracting attention. Personally, I think Ethereum's first-mover advantage and its deep integration into the existing financial infrastructure will be hard to overcome, even if Solana offers some appealing advantages. The network effects surrounding Ethereum are just too strong. Time will tell!

預測未來是棘手的，尤其是在加密貨幣中。 Solana的速度和較低的成本使它具有優勢，但是以太坊既定的基礎設施和不斷增長的RWA市場是重要的優勢。機構興趣是一個關鍵因素，兩個區塊鏈都引起了人們的關注。就我個人而言，我認為以太坊的第一步優勢及其與現有金融基礎設施的深入集成，即使Solana具有一些吸引人的優勢，也很難克服。以太坊圍繞的網絡效應太強了。時間會說的！

So, who wins? Maybe both! Or maybe a dark horse will emerge. One thing's for sure: it's going to be a wild ride. Grab your popcorn and enjoy the show!

那麼，誰贏了？也許兩者都可以！也許一匹黑馬會出現。可以肯定的是：這將是一個瘋狂的旅程。抓住你的爆米花並享受節目！