投資諮詢公司說

Wave Digital Assets的首席執行官David Siemer在最近的一次採訪中分享了Solana（Sol）及其未來潛力的樂觀前景。

Investment advisory firm Wave Digital Assets is still bullish on Solana (SOL), despite the short-term challenges facing the token.

儘管代幣面臨短期挑戰，但投資諮詢公司Wave Digital資產仍然對Solana（Sol）看漲。

In a recent interview with SmartAsset, the firm’s CEO David Siemer highlighted several factors that could push Solana to new all-time highs in 2025.

在最近接受SmartAsset的採訪中，該公司的首席執行官David Siemer強調了幾個因素，這些因素可能會將Solana推向2025年的新歷史最高點。

Solana’s Momentum Remains Strong

Solana的勢頭仍然很強

Solana has emerged as one of the best-performing cryptocurrencies this year, driven by several key trends.

在幾個關鍵趨勢的驅動下，索拉納（Solana）已成為今年表現最好的加密貨幣之一。

The rapid expansion of the DeFi ecosystem on Solana has attracted significant interest, while technical upgrades such as the integration of the ParallelChains technology are set to unlock even greater possibilities for the blockchain.

Defi生態系統在SOLANA上的快速擴展引起了人們的興趣，而技術升級（如平行鏈技術的集成）旨在解鎖區塊鏈的更大可能性。

Furthermore, the surge in memecoin activity, particularly during the summer months, has contributed to increased trading volumes and a broader recovery in the cryptocurrency market.

此外，尤其是在夏季的幾個月中，紀念活動的激增導致了貿易量增加和加密貨幣市場的更廣泛恢復。

“The current setup for Solana is really strong,” Siemer remarked, noting the blockchain’s growing use cases and increasing developer engagement.

Siemer指出：“目前的Solana設置確實很強。”他指出，區塊鏈的用例不斷增長並增加了開發人員的參與度。

However, Siemer also pointed out one challenge that could hinder Solana’s short-term price gains.

但是，西默還指出了一個挑戰，可能會阻礙索拉納的短期價格上漲。

FTX Estate Sales Still a Headwind

FTX房地產銷售仍然逆風

Token unlocks related to the FTX bankruptcy estate are still applying sell pressure to Solana, a factor that could persist for another one to two years.

與FTX破產遺產有關的代幣仍在向Solana施加賣壓力，這一因素可能會持續一到兩年。

This sell-side overhang might slow down Solana’s momentum in the short term, but Siemer believes that these are temporary setbacks.

這種賣方的懸垂可能會在短期內放慢索拉納的勢頭，但Siemer認為這是暫時的挫折。

With continued user and developer growth, Solana remains one of the most compelling long-term plays in the crypto space, in his opinion.

隨著用戶和開發人員的持續增長，Solana仍然是加密貨幣領域中最引人注目的長期遊戲之一。

Layer 1 Blockchain Competition: Room for Multiple Winners

第1層區塊鏈競賽：多個贏家的空間

On a broader level, Siemer rejected the notion of a single winner in the Layer 1 smart contract blockchain competition.

從更廣泛的角度來看，Siemer拒絕了第1層智能合同區塊鏈競賽中單個贏家的概念。

“There’s not going to be a winner — there’s going to be winners,” he said, likening the evolving blockchain sector to the traditional software industry, where many companies thrive simultaneously across different niches.

他說：“不會有贏家 - 將會有贏家。”他將不斷發展的區塊鏈領域比作傳統的軟件行業，在那裡，許多公司在不同的壁cl中同時壯成長。

For instance, in the email service sector, both Gmail and Outlook have achieved significant success, catering to distinct user preferences. Similarly, in the streaming movie industry, platforms like Netflix and Disney+ coexist and compete for viewers.

例如，在電子郵件服務行業中，Gmail和Outlook都取得了巨大的成功，迎合了不同的用戶偏好。同樣，在流媒體電影行業中，Netflix和Disney+共存等平台並爭奪觀眾。

Siemer's insights provide a balanced perspective on the factors influencing Solana's performance and the broader trends unfolding in the cryptocurrency market. As the industry continues to innovate and expand, it will be interesting to observe which platforms emerge as dominant players in their respective domains.

Siemer的見解提供了影響Solana績效的因素以及加密貨幣市場中更廣泛的趨勢的平衡觀點。隨著行業繼續進行創新和擴展，觀察哪些平台成為其各自領域的主要參與者將很有趣。