Solana（Sol）價格預測：Altcoin的表現是否優於其主要競爭對手？

雖然索拉納在過去一年中僅增長了5％，但由於其潛在的技術能力，Altcoin周圍的全球情緒是看好的

Global sentiment around Solana (SOL) is bullish as the asset’s technical potential to outperform its main rivals in performance is being realized, putting it in contention for inclusion in a US digital asset stockpile.

索拉納（SOL）（SOL）的全球情緒是看好的，因為該資產的技術潛力勝過其在績效方面的主要競爭對手的技術潛力，這使它成為了將其納入美國數字資產庫存的爭議。

Solana’s Firedancer validator client, expected to leave testnet in 2025, is demonstrating transaction-per-second capabilities exceeding one million in test environments, a development that is being touted as a solution to core blockchain scalability challenges.

索拉納（Solana）的Firendancer驗證器客戶端預計將在2025年離開TestNet，它在測試環境中證明了超過一百萬美元的每秒交易功能，這一開發被吹捧為解決核心區塊鏈可伸縮性挑戰的解決方案。

This leap in performance, designed to enhance network stability, is occurring as Solana is gaining attention from both government and corporate sectors.

隨著索拉納（Solana）引起政府和公司部門的關注，這種旨在增強網絡穩定的性能的飛躍正在發生。

The asset’s potential inclusion in a US digital asset stockpile and a trend of public companies converting treasury reserves to SOL are highlighting the technical promise of the network.

資產的潛在包含在美國數字資產庫存中，以及將財政部儲備轉換為SOL的上市公司的趨勢，突顯了網絡的技術承諾。

Solana Firedancer validator

SOLANA FIREDANCER驗證器

The Firedancer validator client, developed by Jump Crypto, addresses historical criticisms of Solana’s network stability and client homogeneity.

由Jump Crypto開發的Firendancer驗證器客戶端介紹了對Solana網絡穩定性和客戶同質性的歷史批評。

It introduces a C++ client alongside the original Rust-based version to foster client diversity and mitigate the risk of a single bug causing a complete network halt.

它與原始的基於Rust的版本一起介紹了C ++客戶端，以促進客戶端多樣性，並減輕導致完全網絡停止的單個錯誤的風險。

This client architecture, featuring a custom networking stack and optimized cryptography, enables it to achieve peak performance exceeding one million transactions per second in test settings.

該客戶端體系結構具有自定義的網絡堆棧和優化的密碼學，使其能夠在測試設置中實現超過每秒100萬筆交易的峰值性能。

This surpasses the reported capabilities of both Ethereum and Stellar, rendering Firedancer among the fastest platforms in testing for throughput capacity.

這超過了以太坊和恆星的報導能力，在測試吞吐量容量的最快平台中射擊了。

A hybrid version of the client, known as Frankendancer, has been live on the mainnet with early adopters since September 2024, with the full mainnet release planned for later this year.

自2024年9月以來，該客戶的混合動力車（被稱為Frankendancer）與早期採用者一起直播，併計劃於今年晚些時候發布Mainnet版本。

The successful deployment of this technology is crucial for attracting enterprise-grade applications that demand high network reliability and stability.

該技術的成功部署對於吸引需要高網絡可靠性和穩定性的企業級應用程序至關重要。

Alongside these technical advancements, the Solana community should keep abreast of policy developments in the United States.

除了這些技術進步之外，Solana社區應與美國的政策發展保持同步。

An Executive Order signed on March 6 established a “Strategic Bitcoin Reserve” and a separate “U.S. Digital Asset Stockpile” for non-bitcoin assets.

3月6日簽署的一項行政命令為非比比幣資產建立了“戰略性比特幣儲備”和單獨的“美國數字資產庫存”。

While the order itself does not mention specific altcoins, President Donald Trump’s statement on March 3 included Solana in the broader US strategic crypto initiative.

儘管該命令本身並未提及特定的Altcoins，但總統唐納德·特朗普（Donald Trump）在3月3日發表的聲明包括索拉納（Solana）參加了更廣泛的美國戰略加密計劃。

As the Federal Register outlines, any government holding of Solana would fall under the “Digital Asset Stockpile,” which is funded by assets forfeited to the U.S. Treasury.

正如聯邦公報概述的那樣，任何政府持有索拉納的持有都將屬於“數字資產庫存”，該資產由沒收給美國財政部的資產資助。

“The "United States Digital Asset Stockpile," capitalized with all digital assets owned by the Department of the Treasury, other than BTC, that were finally forfeited as part of criminal or civil asset forfeiture proceedings and that are not needed to satisfy requirements.”

“美國財政部擁有的所有數字資產（BTC以外）資本的“美國數字資產庫存”最終被作為刑事或民事資產沒收程序的一部分而被沒收，而不需要滿足要求。”

This framework does not mandate active market purchases of SOL, but its potential inclusion provides a level of official recognition that could influence institutional perception.

該框架並未要求對SOL進行積極的市場購買，但是其潛在的包容性提供了一定程度的官方認可，可能會影響機構的看法。

Given the rise in memecoin activity on Solana and the prevalence of rug pulls, the potential for government seizures of SOL has increased.

鑑於對索拉納（Solana）的成長活動的提高和地毯拉力的普遍性，政府扣押的潛力增加了。

Seized crypto could be used to capitalize the government’s digital asset stockpile and may be held indefinitely.

扣押的加密貨幣可用於資本化政府的數字資產庫存，並且可以無限期地持有。

Like the strategic Bitcoin reserve, the U.S. government has no immediate plans to purchase any digital assets, rendering criminal forfeiture as the primary avenue for the government to acquire crypto.

像戰略比特幣保護區一樣，美國政府沒有立即計劃購買任何數字資產的計劃，將刑事沒收作為政府收購加密貨幣的主要途徑。

However, given the SEC’s declaration of memecoins as non-securities, law enforcement's ability to prosecute rug pulls becomes more complex, potentially impacting the types of seized assets flowing into the stockpile.

但是，鑑於SEC宣布成年人為非安全性，執法部門起訴地毯拉力的能力變得更加複雜，可能會影響流入庫存中的扣押資產的類型。

Institutional adoption of Solana

機構採用Solana

This institutional narrative is further supported by activity in the corporate sector.

公司部門的活動進一步支持了這種機構敘述。

In late May, SOL Strategies, a publicly traded company, announced it had fully divested its Bitcoin position to focus its treasury exclusively on Solana, holding approximately CAD $100 million in SOL.

5月下旬，一家公開交易的公司Sol Strategies宣布已完全剝離其比特幣頭寸，將其專門集中在Solana上，持有大約1億美元的SOL。

The company also filed a preliminary base shelf prospectus to potentially raise up to $1 billion for future investments in the Solana ecosystem.

該公司還提交了初步的基本貨架招股說明書，可能會籌集高達10億美元，以用於對Solana生態系統的未來投資。

Leah Wald, CEO of SOL Strategies, stated that the company is "all in on Solana," aligning its treasury with validator growth and long-term ecosystem investment.

SOL Strategies首席執行官Leah Wald表示，該公司“全部介紹了Solana”，將其財政部與驗證者的增長和長期生態系統投資保持一致。

Other firms like Classover Holdings and DeFi Development Corporation are also building substantial SOL-based treasuries, showcasing an emerging trend of corporate capital shifting into the Solana ecosystem for primary asset holdings.

諸如Classover Holdings和Defi Development Corporation等其他公司也正在建立大量基於SOL的國債，從而展示了公司資本轉移到Solana生態系統以用於主要資產持有的新興趨勢。