Solana vs.以太坊：从长远来看，谁赢了？

Solana是否准备蚀以太坊？在长期争取区块链优势的战斗中，检查专家意见，RWA增长和机构兴趣。

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.

加密世界正在持续的辩论嗡嗡作响：Solana还是以太坊？从长远来看，哪个区块链将占主导地位？让我们深入研究塑造这种叙述的关键见解。

Scaramucci's Bold Prediction: Solana to Overtake Ethereum

Scaramucci的大胆预测：超过以太坊的索拉纳

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创始人Anthony Scaramucci最近在Digiassets 2025会议上激起了锅。他的预测？ Solana（Sol）最终将超过以太坊（ETH）。斯卡拉穆奇（Scaramucci）虽然没有抨击以太坊，但他承认他只是“更好地了解索拉纳的故事”。这不仅仅是说话； Skybridge拥有重要的数字资产头寸，比特币和Solana作为核心资产。现在，大约40％的客户投资组合分配给了加密货币。

Institutional Interest is Shifting

机构兴趣正在转移

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的情绪反映了更广泛的趋势：对Solana的机构兴趣日益增加。它的高速和低成本很有吸引力。他承认自己是该公司战略定位的驱动力的个人信念，但是这种备受瞩目的认可肯定可以扩大投资者对Solana的长期潜力的兴趣。

Ethereum Fights Back: RWA Growth and ETF Inflows

以太坊反击：RWA增长和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.

不要刚才算以太坊！分析师指出，以太坊网络上的现实世界资产（RWA）增长。 RWA部门爆炸了，在过去的一年中增长了850％。以太坊与ZKSYNC一起在RWA市场中占主导地位，以太坊持有狮子的份额。以太坊上锁定的令牌RWA的总价值超过了40亿美元，巩固了其作为链融资基础设施的作用。

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.

以太坊斑点ETF已经看到了机构的重新参与，最近记录了大量的流入。贝莱德（Blackrock）的iShares以太坊信托（ETHA）一直是主要贡献者。交换储备也正在逐渐减少，这表明短期流动性降低并有可能减少卖方压力。

Ethereum's Dominance in Stablecoins and RWAs

以太坊在Stablecoins和RWAS中的主导地位

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.

以太坊继续领导着稳定币和令牌资产等关键领域。它支持跨区块链的绝大多数稳定供应，并在链上部署了大多数标记的国库和金融工具。网络的开发人员活动仍然很强。

A New Challenger Approaches: Kaanch Network

新的挑战者方法：kaanch网络

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.

尽管Solana和Ethereum争夺至高无上的战斗，但其他项目仍在争夺关注。 Kaanch网络侧重于可扩展性和可用性，旨在解决区块链缺点。凭借经过审核的安全性，高吞吐量和成本效率，Kaanch将自己作为加密环境中的潜在参与者。

The Long Run: A Crystal Ball?

长期：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!

预测未来是棘手的，尤其是在加密货币中。 Solana的速度和较低的成本使它具有优势，但是以太坊既定的基础设施和不断增长的RWA市场是重要的优势。机构兴趣是一个关键因素，两个区块链都引起了人们的关注。就我个人而言，我认为以太坊的第一步优势及其与现有金融基础设施的深入集成，即使Solana具有一些吸引人的优势，也很难克服。以太坊围绕的网络效应太强了。时间会说的！

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!

那么，谁赢了？也许两者都可以！也许一匹黑马会出现。可以肯定的是：这将是一个疯狂的旅程。抓住你的爆米花并享受节目！