Solana，Stripe和基於EVM的區塊鏈：金融科技的新時代？

Stripe和Circle的基於EVM的連鎖店引發了有關Solana的主導地位和區塊鏈專業的未來的辯論。

Solana, Stripe, and EVM-based Blockchains: A New Era of Fintech?

Solana，Stripe和基於EVM的區塊鏈：金融科技的新時代？

The blockchain landscape is buzzing! Stripe and Circle are diving headfirst into the world of custom Layer 1 (L1) blockchains based on the Ethereum Virtual Machine (EVM). What does this mean for Solana, which has been vying for dominance in high-throughput blockchain solutions? Let's break it down.

區塊鏈景觀嗡嗡作響！ Stripe和Circle首先根據以太坊虛擬機（EVM）進入自定義第1（L1）區塊鏈的世界。這對Solana意味著什麼，這一直在爭奪高通量區塊鏈解決方案的優勢？讓我們分解。

The Rise of Custom L1s: A Shift in Strategy?

自定義L1的興起：戰略的轉變？

Stripe's Tempo and Circle's Arc are both EVM-based blockchains, this has ignited a debate. Some industry experts are suggesting these developments challenge the fundamental 'Solana thesis' that applications would prefer a shared high-throughput chain over building their own. The fintech giants are choosing a different path, raising eyebrows across the crypto sphere.

Stripe的Tempo和Circle的弧線都是基於EVM的區塊鏈，這引發了辯論。一些行業專家提出這些發展挑戰了基本的“ Solana論文”，即應用程序更喜歡共享的高通量鏈，而不是自行建造。金融科技巨頭正在選擇一條不同的路徑，在加密球體上抬起眉毛。

EVM: Ethereum's Win or a Broader Trend?

EVM：以太坊的勝利還是更廣泛的趨勢？

While the adoption of EVM by Stripe and Circle might initially seem like a boon for Ethereum, the reality is more nuanced. Circle is using USDC for gas fees, and Stripe is expected to minimize Ethereum gas costs. The decision weakens the argument that these chains will significantly boost ETH's utility or value.

儘管最初通過Stripe和Circle對EVM的採用似乎是以太坊的福音，但現實卻更加細微。 Circle將使用USDC支付汽油費，並且有望將以太坊氣體成本降至最低。決定削弱了這些鏈條將大大提高ETH的效用或價值的論點。

Solana's Position: Still Strong?

索拉納的位置：仍然很強？

Solana hasn't attracted as many major fintech projects this market cycle, and Stripe and Circle's move could further weaken its position. The idea that 'everything fits in one computer,' as envisioned by Solana, is being challenged by companies building their own chains for specific use cases.

Solana在這個市場週期中並沒有吸引許多主要的金融科技項目，Stripe和Circle的舉動可以進一步削弱其位置。 Solana所設想的“一切都適合一台計算機”的想法受到公司為特定用例建立自己的鏈條的挑戰。

Counterpoints and Nuances

對立和細微差別

Not everyone agrees that this hurts Solana more than Ethereum. Some argue that the rise of L1s simply reflects a more fragmented and purpose-driven blockchain landscape. It doesn't invalidate Solana's model; it just means there are more options available.

並非所有人都同意，這比以太坊更傷害索拉納。有人認為，L1的崛起只是反映了一個更加零散和目的驅動的區塊鏈景觀。它不會使Solana的模型無效；這只是意味著還有更多可用的選項。

The Big Picture: Specialization and Decentralization

大局：專業和權力下放

The emergence of custom L1s points to a broader trend toward specialization and decentralization. Stripe, a leader in the payments space, seeks full ownership of the tech stack powering its burgeoning stablecoin business by launching its own blockchain. While it may challenge Solana's dominance, it also highlights the crypto space's dynamic and evolving nature.

自定義L1S的出現表明了更廣泛的趨勢，朝著專業和權力下放。 Stripe是支付領域的領導者，他通過推出自己的區塊鏈來尋求全面的技術堆棧，從而為其新興的Stablecoin業務提供動力。儘管它可能會挑戰索拉納（Solana）的統治地位，但它還突出了加密貨幣空間的動態和不斷發展的本質。

Near Protocol: An Altcoin on the Rise

近協議：山寨幣正在上升

In other news, Near Protocol (NEAR) has surged in popularity, boasting the highest number of weekly active users among altcoins, surpassing both Solana and BNB Chain. This underscores the importance of user engagement as a key metric for evaluating blockchain platforms. While Solana's user activity declined, it's still a major player, and this just shows how quickly things can change in the wild world of crypto.

在其他新聞中，近協議（近）迅速流行，擁有山寨幣的每週活躍用戶數量最多，超過了Solana和BNB鏈。這強調了用戶參與作為評估區塊鏈平台的關鍵指標的重要性。儘管Solana的用戶活動下降了，但它仍然是主要參與者，這僅顯示了Crypto野生世界中發生變化的速度。

Looking Ahead

展望未來

The long-term impact of these developments remains to be seen. These chains will need to prove their value in real-world applications to gain traction. For Solana, it must continue attracting developers and projects that prioritize speed and low costs. So, buckle up, crypto enthusiasts! The future of blockchain is looking more interesting every day!

這些發展的長期影響還有待觀察。這些連鎖店將需要在現實世界應用中證明其價值以獲得吸引力。對於Solana而言，它必須繼續吸引開發人員和項目優先級速度和低成本的項目。因此，搭扣，加密愛好者！區塊鏈的未來每天看起來都更有趣！