Solana，Stripe和基于EVM的区块链：金融科技的新时代？

Stripe和Circle的基于EVM的连锁店引发了有关Solana的主导地位和区块链专业的未来的辩论。

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

Solana，Stripe和基于EVM的区块链：金融科技的新时代？

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.

区块链景观嗡嗡作响！ Stripe和Circle首先根据以太坊虚拟机（EVM）进入自定义第1（L1）区块链的世界。这对Solana意味着什么，这一直在争夺高通量区块链解决方案的优势？让我们分解。

The Rise of Custom L1s: A Shift in Strategy?

自定义L1的兴起：战略的转变？

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的弧线都是基于EVM的区块链，这引发了辩论。一些行业专家提出这些发展挑战了基本的“ Solana论文”，即应用程序更喜欢共享的高通量链，而不是自行建造。金融科技巨头正在选择一条不同的路径，在加密球体上抬起眉毛。

EVM: Ethereum's Win or a Broader Trend?

EVM：以太坊的胜利还是更广泛的趋势？

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.

尽管最初通过Stripe和Circle对EVM的采用似乎是以太坊的福音，但现实却更加细微。 Circle将使用USDC支付汽油费，并且有望将以太坊气体成本降至最低。决定削弱了这些链条将大大提高ETH的效用或价值的论点。

Solana's Position: Still Strong?

索拉纳的位置：仍然很强？

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在这个市场周期中并没有吸引许多主要的金融科技项目，Stripe和Circle的举动可以进一步削弱其位置。 Solana所设想的“一切都适合一台计算机”的想法受到公司为特定用例建立自己的链条的挑战。

Counterpoints and Nuances

对立和细微差别

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.

并非所有人都同意，这比以太坊更伤害索拉纳。有人认为，L1的崛起只是反映了一个更加零散和目的驱动的区块链景观。它不会使Solana的模型无效；这只是意味着还有更多可用的选项。

The Big Picture: Specialization and Decentralization

大局：专业和权力下放

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.

自定义L1S的出现表明了更广泛的趋势，朝着专业和权力下放。 Stripe是支付领域的领导者，他通过推出自己的区块链来寻求全面的技术堆栈，从而为其新兴的Stablecoin业务提供动力。尽管它可能会挑战索拉纳（Solana）的统治地位，但它还突出了加密货币空间的动态和不断发展的本质。

Near Protocol: An Altcoin on the Rise

近协议：山寨币正在上升

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.

在其他新闻中，近协议（近）迅速流行，拥有山寨币的每周活跃用户数量最多，超过了Solana和BNB链。这强调了用户参与作为评估区块链平台的关键指标的重要性。尽管Solana的用户活动下降了，但它仍然是主要参与者，这仅显示了Crypto野生世界中发生变化的速度。

Looking Ahead

展望未来

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!

这些发展的长期影响还有待观察。这些连锁店将需要在现实世界应用中证明其价值以获得吸引力。对于Solana而言，它必须继续吸引开发人员和项目优先级速度和低成本的项目。因此，搭扣，加密爱好者！区块链的未来每天看起来都更有趣！