投资咨询公司说

Wave Digital Assets的首席执行官David Siemer在最近的一次采访中分享了Solana（Sol）及其未来潜力的乐观前景。

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

尽管代币面临短期挑战，但投资咨询公司Wave Digital资产仍然对Solana（Sol）看涨。

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的采访中，该公司的首席执行官David Siemer强调了几个因素，这些因素可能会将Solana推向2025年的新历史最高点。

Solana’s Momentum Remains Strong

Solana的势头仍然很强

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

在几个关键趋势的驱动下，索拉纳（Solana）已成为今年表现最好的加密货币之一。

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生态系统在SOLANA上的快速扩展引起了人们的兴趣，而技术升级（如平行链技术的集成）旨在解锁区块链的更大可能性。

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，尤其是在夏季的几个月中，纪念活动的激增导致了贸易量增加和加密货币市场的更广泛恢复。

“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设置确实很强。”他指出，区块链的用例不断增长并增加了开发人员的参与度。

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

但是，西默还指出了一个挑战，可能会阻碍索拉纳的短期价格上涨。

FTX Estate Sales Still a Headwind

FTX房地产销售仍然逆风

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.

与FTX破产遗产有关的代币仍在向Solana施加卖压力，这一因素可能会持续一到两年。

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

这种卖方的悬垂可能会在短期内放慢索拉纳的势头，但Siemer认为这是暂时的挫折。

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

随着用户和开发人员的持续增长，Solana仍然是加密货币领域中最引人注目的长期游戏之一。

Layer 1 Blockchain Competition: Room for Multiple Winners

第1层区块链竞赛：多个赢家的空间

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

从更广泛的角度来看，Siemer拒绝了第1层智能合同区块链竞赛中单个赢家的概念。

“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.

他说：“不会有赢家 - 将会有赢家。”他将不断发展的区块链领域比作传统的软件行业，在那里，许多公司在不同的壁cl中同时壮成长。

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，在电子邮件服务行业中，Gmail和Outlook都取得了巨大的成功，迎合了不同的用户偏好。同样，在流媒体电影行业中，Netflix和Disney+共存等平台并争夺观众。

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的见解提供了影响Solana绩效的因素以及加密货币市场中更广泛的趋势的平衡观点。随着行业继续进行创新和扩展，观察哪些平台成为其各自领域的主要参与者将很有趣。