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Moon

· 5d

隆重推出 Constellation：一款面向 Solana 的多提案者并发协议。凭借提案者以 50 毫秒为周期的运行机制，Constellation 为 Solana 带来了所有区块链中由协议强制执行的最快经济 tick 率。🧵

https://x.com/anza_xyz/status/2036836554233000044?s=20

中文 English

0:00 如果有足够丰厚的回报，Solana核心开发者愿意承受很多痛苦。

0:04 我是Brennan，ANZA的CEO。你可能因为我们的

0:08 最大成就——支撑Solana网络的Agave客户端而认识我们。

0:13 Constellation是Solana区块空间的民主化。

0:18 Solana正在逐步成熟，

0:22 变成能驱动互联网资本市场的交易引擎。

0:26 我们不能被单个提议者所左右，

0:30 他们可能会宕机，影响系统弹性，或者导致交易排序的不确定性。

0:35 多个提议者带来了我们需要的弹性和可预测的执行。

0:39 Solana已经在全球范围内运行，

0:44 交易和TPS达到数千级别。

0:48 Constellation与现有Solana结合，

0:51 将区域性优势引入现有模型。

0:55 这里的区域性意味着非常短的

0:58 区块链包含时间，因为会有这些区域节点被建设起来。

1:01 我觉得人们严重低估了

1:03 这硬件的强大，以及单一设备能推进多少TPS。

1:08 现在是谈论Constellation的合适时机，

1:11 因为我们准备开始构建了。设计方案酝酿已久，

1:14 我们有一个非常有信心的设计，

1:16 现在想推向治理，让社区和验证者审视、拆解，

1:20 确保他们和我们ANZA一样有信心。

1:24 ANZA愿意全力以赴支持大创想，持有不同观点，

1:28 不惧艰辛，

1:32 在执行上交付成果，

1:35 并在时间线上真正让人惊喜。

0:00 Solana core developers are willing to endure a lot of pain if there's a big

0:04 enough prize waiting on the other side. I'm Brennan, CEO of ANZA. You may know

0:08 us for our greatest hit, the Agave client, which powers the Solana network.

0:13 Constellation is the democratization of block space on Solana. This is Solana

0:18 growing up a little bit. It's the maturation of this system

0:22 into the trading engine that can go power internet capital markets. We

0:26 can't be at the whims of a single proposer that might be down

0:30 and hurt the resiliency or otherwise providing unpredictability when it

0:35 comes to transaction ordering. Multiple proposers provides that resiliency

0:39 that we need and predictable execution. Solana is already operating at global

0:44 scale with transactions and TPS measured in the thousands.

0:48 Constellation pairing with what we already have with Solana

0:51 brings the best elements of regionality into that existing model.

0:55 And regionality in this case means very short

0:58 inclusion times into the blockchain because of these regional hubs that will

1:01 get built out. I think people really under appreciate

1:03 how powerful this hardware is and just how much TPS we can push in a single

1:08 box. Now is the right time to talk about constellation

1:11 because we're ready to build this thing. We've been talking about designs for a

1:14 long time. We've got one that we have really high

1:16 confidence in and now we want to push that out for governance, let the

1:20 community and the validators look at it, pick it apart, and make sure that they

1:24 share the same confidence that we do within Aonzo. Aonzo is willing to go all

1:28 in on big ideas, take a contrarian opinion, not shy

1:32 away from the hard work, and go deliver results when it comes to execution and

1:35 really surprise people on timelines.

Moon

· 5d

“@solana今年已在链上处理了来自代理的1500万笔交易”——@vibhu，@SolanaFndn首席产品官，在@Blockworks数字资产峰会上表示。

https://x.com/Grayscale/status/2036868972294136084?s=20

Moon

· 6d

这就是把整个支付技术栈集中在一个房间里时会发生的情况。

Solana Accelerate：金融科技（纽约）

https://x.com/solanapayments/status/2036921391082021189?s=20

中文 English

0:00 （欢快的音乐）

0:02 - 真正推广它的最佳方式

0:17 是让它尽可能企业友好。

0:21 - 所以我们有很多领域专家

0:22 还有一个基础平台。

0:23 我们把最优秀的专家的大脑放进这个引擎

0:27 这样其实非常容易

0:28 自己创建稳定币。

0:30 通常，如果所有代码自己写，

0:32 创建稳定币需要几周到几个月。

0:35 但因为我们做得很简单，

0:36 只要输入一堆数据，默认设置

0:39 非常合理且有效，

0:41 基本上几分钟就能开始。

0:44 - 所以与Solana合作很简单。

0:50 其隐私方面及

0:52 通过扩展在我们链上实现隐私的能力

0:54 非常重要。

0:56 我很喜欢Solana的社区，

0:58 DeFi领域有一个开发社区

1:00 带来了大量合作伙伴，

1:02 这是无形的财富。

1:03 我认为这就是你迅速获胜的原因。

0:00 (upbeat music)

0:02 - The best way to really get this out

0:17 is to make it as enterprise friendly as possible.

0:21 - So we have a lot of subject matter experts

0:22 as well as a foundation.

0:23 So we put our best experts brain right into this engine

0:27 so that it's actually super easy

0:28 to just create your own stable corn.

0:30 This would take normally weeks to months

0:32 to create a stable corn if you have to code everything.

0:35 But because we made it super simple,

0:36 just put in a bunch of data and the defaults

0:39 are really, really good sensible

0:41 and you can start pretty much in a matter of minutes.

0:44 - So working with Solana, it's easy.

0:50 The privacy side of that and the ability

0:52 to put privacy in our chain with the extensions,

0:54 it's incredibly important.

0:56 I really like the community that Solana has

0:58 so the DeFi space to develop a community

1:00 to bring to the table the partnerships,

1:02 that's the intangible.

1:03 That's where I think you win out quite quickly.

Moon

· 6d

“如果你只能选择一个网络，那非 #Solana 莫属”

——@armaniferrante, #Backpack 首席执行官

https://x.com/solana/status/2036671684795871271?s=20

中文 English

0:00 对我们来说，现在加密生态系统中有大量有趣的事物正在

0:04 诞生。

0:06 但如果你必须选择一个网络，

0:09 那就是Solana。

0:10 所以我们非常高兴能与Sunrise合作。

0:15 我知道他们正在做大量工作

0:17 提供流动性池并打造

0:20 Solana DeFi领域的市场。

0:24 但我认为过去几年中

0:27 被不断迭代的全球市场结构，

0:29 真的开始

0:31 显现出极其深厚且

0:34 高度竞争的链上资本市场。

0:37 所以我认为如果你是加密项目，

0:39 你必须支持Solana网络。

0:43 而且没有比这里更好的市场入口

0:46 我认为这是

0:49 世界上流动性最强、可扩展性最高的DeFi市场。

Moon

· 1w

#Solana 在 2026 年 2 月首次在调整后的稳定币交易量上击败以太坊。
“调整后”=无洗盘交易，无虚假的 #CEX 成交量。仅限真实使用。
大多数人完全错过了看涨信号。 #eth

https://x.com/MilkRoad/status/2035401617386901813?s=20

中文 English

0:00 但是，如果你看看链上交易活动主要发生在哪里，

0:04 SLANA无疑一直是主导力量，无论是从零售

0:08 角度。

0:09 再看机构采用情况，二月份，

0:12 那是SLANA历史上首次超过所有其他链，

0:16 ，

0:16 包括以太坊，在调整后的稳定币交易量上领先。

0:20 调整后的稳定币交易量意味着剔除

0:24 洗盘交易，

0:25 剔除内部中心化交易所交易和其他非自然

0:28 活动。

0:29 所以即使在熊市中，我们依然看到SLANA在重要

0:33 指标上

0:34 持续取得关键进展。

Moon

· 1w

介绍一下基础设施市场。
能源市场已经主导全球经济超过一个世纪。它们只是制度性的。直到现在。
第一个能源预测市场。建立在索拉纳上。 #sol #能源

https://x.com/Inframarkets/status/2023847249827266880?s=20

中文 English

0:00 AI超级周期已经来临。

0:02 能源能源能源能源能源能源能源能源能源才是真正的

0:06 真正货币。

0:07 能源市场价值万亿。电力、商品、气候、计算，但

0:14 接入受限。

0:15 机构为王。价格被操控。介绍inframarkets。

0:20 我们让这些市场对所有人开放。无需许可，上链，非托管。

0:27 非托管。

0:28 基于数据结算，而非观点。能源市场数据丰富。

0:31 现在是你利用它的时刻。交易未来。

0:34 开始交易AI和能源革命。立即注册抢先体验。

Wallet3

· 1w

行业巨头悉数登场。

富兰克林邓普顿、WisdomTree、标普全球、DTCC、Solana基金会及Alpaca，共同探讨定义下一代金融时代的要素。

所有答案指向：代币化风险加权资产（RWAs）。 #sol #rwa #Franklin #WisdomTree #S&P #DTCC

https://x.com/OndoFinance/status/2035003343660098043?s=20

中文 English

0:00 >> 是的，这是个大问题。

0:07 现在，我认为最令人兴奋的是向

0:12 现实资产代币化的转变。

0:12 >> 将现实资产上链的演变，以及这对

0:14 投资组合构建带来的意义。

0:19 >> 我认为Ando正在做的事情非常令人兴奋。

0:20 我也觉得Warrie和其他人在代币化基金领域的努力

0:22 同样非常激动人心。

0:24 我们专注于将这一利益带给美国和全球的投资者。

0:28 >> 我们非常高兴Ando最近在Sol

0:28 ana上推出了代币化股票。

0:29 200只公开交易的股票，您可以即时以接近零成本在

0:33 Solana上购买，包括最近在纽约证券交易所上市的BitGo。

0:36 >> 同一天公开上市当天，

0:36 您就可以在Solana钱包里购买BitGo。

0:41 >> 整个金融系统正在从法币世界转向链上。

0:41 所以我认为代币化是实现这一点的关键部分。

0:45 Ando所做的工作正是这一关键组成部分。

0:49 >> 坦白说，我仍然认为全球市场是2025年的关键创新。

0:49 我觉得人们要到2026年才会真正开始意识到这一点。

0:54 >> 许多令人兴奋的事情，是我们一直在讨论的。

0:59 今天看到这些话题开始成为实证，真的很棒。

1:03 >> Ando在推动代币化股票等方面的工作，

1:09 以及将现实资产上链并创造市场间无缝连接的能力，

1:13 是这一拼图的重要部分。

1:16 >> 在主要区块链上将任何股票或ETF上链，

1:21 使这些

1:21 资产能在DeFi中以无许可方式运作，并保持与传统金融和普通券商账户中相同的流动性。

1:25 我认为大家还未准备好迎接它带来的所有可能。

1:26 [BLANK_AUDIO]

0:00 >> Yeah, that's a big question.

0:07 Right now, I think the most exciting thing happening is this new shift into

0:12 tokenizing

0:12 real-world assets.

0:14 >> The evolution to bring real-world assets on chain and what that brings to

0:19 bear in terms

0:20 of portfolio construction.

0:22 >> I think things that Ando are doing are extremely exciting.

0:24 I think what Warrie and others are doing in the tokenized fund space has also

0:28 been very

0:28 exciting.

0:29 And we're focused on bringing the benefit to this to U.S. and global investors.

0:33 >> We're really excited that Ando recently launched tokenized equities on Sol

0:36 ana.

0:36 200 publicly traded equities that you can buy instantaneously at near zero cost

0:41 on

0:41 Solana, including recently a BitGo in public on the New York Stock Exchange.

0:45 And on the same day that it went public, you could buy BitGo in a Solana wallet

0:49 .

0:49 >> Financial system as a whole is moving from fiat world into on-chain.

0:54 So I think tokenization is a really essential part to make that happen.

0:59 And what Ando's doing is really a critical component.

1:03 >> Honestly, I still think on the global markets is the key innovation of 2025.

1:09 And I think people will really only start to appreciate that in 2026.

1:13 >> A lot of exciting things, things we've talked about forever.

1:16 And it's nice to see these talking points today start to emerge as proof points

1:21 .

1:21 >> The work that Ando is doing around bringing tokenized equities, for instance

1:25 , and tokenized

1:26 Google assets on chain and creating seamless capabilities between marketplaces

1:31 is an important

1:32 part of that puzzle.

1:33 >> The ability to put any stock or ETF on chain on the key major blockchains

1:40 make these

1:40 assets work in DeFi in a permissionless way and have them always have the same

1:46 liquidity

1:47 as is available in TradFi and normal brokerage accounts.

1:51 I think people really are not ready for all the things that that can do.

1:56 [BLANK_AUDIO]

Moon

· 1w

📽️6年前 #Solana 正式上线。

价格一度飙升至260美元，随后跌至8美元，又回升至295美元。

其间：围绕JPEG图片构建起一个经济体系，数百万种迷因币相继问世，其中多款市值突破数十亿美元，美国总统也发行了自己的代币，而去中心化交易所（DEX）年交易量更突破1.95万亿美元。

从白皮书到经济体系。以下是一位亲历者的完整故事。

https://x.com/SolanaFloor/status/2034665118848708679?s=20

中文 English

0:00 六年里，Solana 从一个全新的区块链变成了

0:04 美国总统发起

0:04 自己表情包币的链，一款失败得惨烈的手机

0:08 却变成了

0:09 年度最佳投资，因为圣诞节空投了一个叫 bonk 的狗狗币。

0:13 Jack Dorsey 称它为 SQ Lana，

0:13 最终还在上面搭建了稳定币支付系统，

0:18 服务他那 5700 万 Cash App 用户。

0:19 价格曾是 260 美元，跌至 8 美元，又涨到 295 美元，

0:27 但有件事

0:28 经常被忽略。Solana 是第一条

0:31 真正以使用为目的建造的区块链。

0:32 我说的使用是指各种用途。不论人们想用它做什么，

0:36 生态系统都积极支持。

0:37 想买卖猴子头像？走起。想一个月内发行百万代币，

0:41 搭建发射台。

0:41 想把整个美国国债市场代币化？来吧，

0:45 华尔街。

0:45 我们从疯狂猿猴到总统发币，再到万亿美元机构在链上代币化资产，

0:49 这一切链都能承载。

0:50 如果你经历过这一切，你已经知道了。如果没经历，好好准备，

0:55 因为这是金融史上

0:55 最荒诞的六年，我几乎全程见证。生日快乐，

0:59 Solana。来看看完整故事。

1:00 Solana 于 2020 年 3 月主网上线，当时没人知道它。

1:03 创始人 ex-

1:05 Qualcomm，喝了两杯咖啡和一瓶啤酒，碰出了一个疯狂想法——历史证明（Proof of History），

1:13 打造一个快到能

1:15 真正比肩普通应用的区块链，不只是加密行业意义上的快，

1:19 是真正所有人都认同的快。

1:20 第一年，坦白说，没多少人注意到。

1:24 直到 2021 年来了，Solana 夏天爆发，

1:25 如果你在场，肯定记得那种感觉。

1:28 SOL

1:29 从 1.5 美元涨到 260 美元，NFT 爆炸，Degenerate Ape Academy、Solana Monkey Business，

1:34 DeGods，Steve Harvey 头像换成了 Solana 猴子头像，

1:36 感觉美妙极了。

1:43 新的 DeFi 协议每周上线，

1:43 让我印象深刻的是那时一切的极速体验。交易立刻完成，铸币立刻完成。

1:48 而你之前用以太坊，

1:49 得付 80 美元手续费，等十分钟。Solana 上就是秒成交，

1:53 不到一分钱。

1:53 这是我最喜欢的视频之一，说明了这一点。有人问我怎么负担得起曼哈顿生活？

1:57 我说我用 Solana，

1:58 平均交易费仅 0.0025 美元，而以太坊是 40 美元。

2:02 而 Solana 换手只需几秒，

2:03 以太坊平均需要十分钟。也正因如此，我决定跟 Solana 合作。

2:07 它更快，更便宜，

2:08 我押注效率，推荐你们去体验。

2:15 我们认为你用的 L1 要重新考虑交易费，

2:16 重新思考它，水逆，谢谢。建设者们也始终在你旁边。

2:21 我记得早期的讨论，如果你有问题，

2:23 开发者会跳出来帮你，

2:24 不是社区经理，是真正的开发者。那种氛围定调了之后的一切。

2:29 这不是理论区块链，

2:29 是真正有人用，有人基建，有人实时修复问题。

2:34 这种文化从第一天就有。

2:35 全部都完美了吗？不。

2:38 有个叫 Ian Makhalino 的开发者秘密操盘 11 个身份，

2:43 Sabre、Sunny、

2:44 Casio、Arrow，同时打造了看似完整的 DeFi 生态，

2:48 一人撑起数十亿 TVL。

2:49 光速发展时就会出现这种状况。

2:52 但这成了传说，

2:53 人人学会不轻信表面。

2:56 早期协议被攻击。Mango Markets 被 Ovi Eisenberg 攻击 1.16 亿美元，

3:00 他还直接发推：

3:01 “要抓我吗？”抓，是的，他们要抓你。

3:04 随着 Solana 成长，不停挑战区块链极限。

3:07 挑战边界，就会找到短板。

3:08 网络因实际使用量激增而扩张，不是光持币，

3:11 是真正用于

3:12 NFT、DeFi、游戏。随之而来的是前所未有的工程难题，

3:15 没人解决过。

3:16 Solana 跟别人不同的是，出了问题他们公开解决。

3:20 创始人深夜推特争论

3:20 本地费市场，优先费，调度器重写，快协议迁移。

3:24 这不是公关，

3:25 是真实的技术辩论，社区全程在线。

3:30 你早上醒来刷推，

3:31 就能看到创始人与验证者推特争论交易调度细节。

3:34 像一场开源大师课现场直播，

3:35 我超爱，看得入迷，

3:36 跟着创始人辩论学知识。

3:37 每个问题都催生真正解决方案。

3:40 发现的每个瓶颈都被系统升级。

3:43 测试、上线，

3:44 快、毁掉，修复更快。

3:46 这是哲学，

3:47 而且有效。网络持续改进，

3:50 需求真实，

3:51 团队拒绝放慢节奏。

3:54 与此同时，

3:55 Jack Dorsey 称它 Esculana，比特币极端主义者狂嘲，

3:58 我们笑而不语。

4:00 Solana 官方推特改名 Solana Was A Joke，气氛轻松，

4:03 要是太开心没人介意。

4:04 2022 年 11 月，Solana 在里斯本举办断点大会，

4:08 气氛热烈。

4:10 他们发布了 Saga 手机，

4:11 路线图雄心勃勃，社区热情高涨。大会于 11 月 7 日结束，

4:15 11 月 11 日 FTX 申请破产，

4:16 4 天后，SPF，Solana 最大的支持者之一，

4:21 Serum，整个 FTX Solana 生态，

4:22 数十亿 SOL 资产一夜蒸发。

4:27 舆论立刻转变，

4:27 不再只关注价格，人们开始怀疑 Solana 是否能存活。

4:32 CNBC 称

4:32 500 亿美元市值被抹去，《愚人报》问道“是不是该放弃 Solana？”

4:36 SOL 跌至 8 美元，我记得那种感觉。

4:38 看着投资组合从高点跌了 96%，DeGods 和 Utes，当时 Solana 顶级项目，

4:42 宣布退出 Solana。

4:43 但聊天群体并未沉寂，NFT 频道和图表依然活跃，

4:48 社区团结，

4:49 即便熊市深入，团队离开，NFT 依然迎来小规模牛市。

4:53 建设者没走，重要 Discord 仍活跃，

4:56 Totally

4:57 不断发三表情和犀利观点。Raj 不停建设，Phantom 团队持续更新，

5:01 Jupiter 团队不断优化聚合器。

5:02 慢慢地事情开始明朗。

5:03 留下的人不仅为价格，他们知道 Solana 真的是最好的开发之地。

5:07 2023 几乎整年，

5:08 SOL 在 8 到 30 美元之间波动。艰难度过的人

5:13 是 Solana 如今基石。然后反击来了，

5:17 以最 Solana 方式。

5:18 2022 年圣诞节，Bonk 给社区空投狗狗币。

5:23 圣诞快乐，

5:23 送你一个表情包币。还记得 Saga 手机吗？我是最初买家之一，

5:26 大约卖了 2500 台。

5:27 每台 Saga 都附送 3000 万 Bonk 代币。

5:31 当 Bonk 价格飙升时，

5:32 空投价值超过手机本身。Saga 手机在 eBay 售价 5000 美元，

5:36 且一机难求。

5:37 加密硬件史上最大失败，却成年度最赚钱科技购买，

5:43 这一切只有 Solana 办得到。

5:44 用户体验也持续提升。

5:47 Phantom 最近下载量达千万，

5:49 真是加密钱包之最，遥遥领先。

5:51 Jupiter 以巨大优势成了 DeFi 最佳兑换体验。我记得有次

5:55 我在推特抱怨 Jupiter 兑换没成功，

5:56 几分钟后就有人私信我要交易哈希，

5:58 要帮查原因。

5:59 这种事别的链很少见。开发者把用户当客户，

6:02 活跃在 Discord，

6:03 回应问题，当天发布修复补丁。

6:07 用户体验异常棒。棒到我自己还开了播客分享这段经历。

6:11 NFT 牛市堪称传奇，

6:12 1 万个 NFT 系列秒售罄。

6:13 Magic Eden 估值破 10 亿，成为独角兽。它们知名的 Bloonsville 上线，

6:17 开发者上线即抽走近 45 万美元公款，

6:18 嘲讽整个 Magic Eden 团队。

6:23 恶名昭彰的红气球表情成了传说，

6:23 尤其他第二次带着 Reptilian Renegades 重复失信，

6:26 并且承认曾割过 Doodled Dragons。

6:27 三年半后被绳之以法。他的故事深入人心，

6:31 任何大 NFT 系列结尾

6:32 加个气球表情成了不大不小的恐惧。

6:36 Solana 上 NFT 交易体验极佳，科比称 NFT 是烂币但带图标一语成谶。

6:39 泡沫顶点，

6:40 但这催生了疯狂的表情包币时代。

6:44 2024 年 1 月 Pumpfun 上线，

6:45 将一切带到新高度。

6:49 任何人都能秒发代币，

6:50 数百万代币诞生，生态说你想干啥我们都给基础设施。

6:54 答案是，

6:54 看起来啥都想做，一股脑推翻天。

6:58 加了直播，立刻成互联网最疯狂角落。

7:02 开发者直播自焚，

7:02 Anzom 家人代币化，氯胺酮怪人成穷聊经典。

7:06 每天都有新主角。

7:07 疯狂故事之一是表情包币 Slurf，

7:10 开发者钱包误烧 53000 SOL，

7:11 烧失价值 1070 万美元，付诸东流。

7:14 互联网资本市场光速涨跌。

7:17 期间，

7:18 最佳交易体验诞生，最佳钱包，

7:22 最佳聚合，不论你交易猴子头像，发币，

7:26 还是给朋友转账，

7:26 Solana 都更快更便宜更好用。

7:30 这就是为什么人们

7:31 总回来，不只是因为表情包，更因为体验。

7:35 然后主角出现了。我不仅说建造者。

7:38 凯特琳·詹纳

7:38 发了个代币，8 小时市值 4200 万美元，

7:42 彻底割韭菜。

7:44 致所有进入然后骗人割粉丝的名人朋友们，

7:47 非常感谢。

7:47 然后就在就职日前，美国总统在 Solana 发了个表情包币，

7:51 特朗普达到 700 亿美元全稀释市值。

7:52 SOL 跃升至 295 美元新高，只因总统在我们链上发币。

7:56 顺便说一句，

7:57 如果梅拉尼亚币没紧跟着发布，我们可能现在早已进入乌托邦。

8:02 这次发布打破所有记录，

8:03 使 Solana 成为首条单日收益超过 100 亿美元的区块链。

8:08 带来了空前活跃，

8:08 但也导致许多协议因非优先交易停滞，优先手续费涨了 4 倍。

8:12 然后阿根廷总统

8:13 梅勒推 Libra，40 分钟内涨了 5 美元，内部人士亏损 2.5 亿。

8:19 Hayden Davis 等当事内部人士私信曝出

8:22 “老兄们，说实话我们想要榨干这里一切。”

8:25 六年前没这条链，现在两位国家元首都在上面发币，

8:29 无论你觉得不可思议还是疯狂，

8:30 应该都有点这两者。

8:32 这是因为 Solana 足够快，够便宜，也足够好用，

8:35 任何人都能用。

8:36 从开发者 Discord 到美国总统，人人都能用。

8:40 大家一起用。

8:41 让我们花点时间好好回顾一下。Jack Dorsey

8:45 称它

8:45 SQ Lana，还通过 Cash App 为 5700 万用户搭建了稳定币支付。

8:50 没人买的手机，熊市深处的老玩家买了，

8:51 却因圣诞节空投的狗狗币成了年度最佳投资。

8:55 这条链

8:55 曾被讽刺太不稳定，却创下最长连续正常运行纪录。

8:59 Fired

9:00 ancer Live 在主网上线，写出史上最快验证者，

9:03 多团队竞相让 Solana

9:04 更快更便宜。改进持续进行，

9:07 每秒交易超过 3000 笔早已常态。

9:08 六年了，看看这个生态成长。1.95 万亿美元指数交易量，

9:13 仅次于全球 Binance。

9:14 应用收入 23.9 亿美元，7 个应用均超 1 亿美元。

9:18 Western Union 连接 36 万现金提取点，

9:19 Cash App 拥有 5700 万用户，监管资产超 50 万亿美元的 State Street

9:24 正在 Solana 代币化资产。

9:25 ETF 流入 14.5 亿美元，价格跌了 50%。

9:29 从猴子头像到最牛钱包，从 Discord 开发者助力失败兑换，

9:33 到万亿美元机构选 Solana 做清算层。

9:36 从没人买的手机

9:36 到有自己经济体系的 Seeker 第二版，卖出超 15 万台，

9:41 成交额超 30 亿美元，

9:42 构建了 500 多个应用。

9:47 这一切都因为

9:48 一条链说：你想建什么，我们让它成真。

9:51 你想用它做什么，

9:52 我们让它快，便宜，好，让你愿意回头。

9:55 建为用，广泛使用。IBRL（增大带宽，降低延迟）是核心理念，

9:59 这为所有团队提供了广阔的用例。

10:03 作为见证了几乎整个过程的人，

10:03 我学到了，价格其实是故事里最不重要的部分。

10:07 真正的故事是体验：

10:08 交易失败时开发者私信你，建设者经历熊市依然坚持，

10:11 社区价格低至 8 美元还说，“我不走”，

10:12 工程师把每次成长的痛点变成升级，哲学是：

10:16 人们想用我们，就让它用得通。

10:18 每个伟大生态都有传说，

10:20 比特币有披萨，以太坊有 The DAO，Solana 有猴子头像、

10:24 带蝙蝠的狗币，

10:25 两个手机，一个死而复生的开发者，一个有表情包币的总统，

10:29 一个从成长的痛苦跑到

10:30 年交易额超 2 万亿美元的网络。

10:35 从白皮书走到经济，

10:36 从一个工程师的想法走到人人使用的链。

10:40 说实话，

10:40 我们才刚刚开始。生日快乐，Solana，真是段旅程。

0:00 Six years, in six years Solana went from being a brand new blockchain to the

0:04 chain where the

0:04 president of the United States launched his own meme coin, a phone that flopped

0:08 so hard that it

0:09 became the best investment of the year because of a dog coin called bonk that

0:13 air dropped on

0:13 Christmas Day. Jack Dorsey called it SQ Lana and then ultimately built stable

0:18 coin payments on it

0:19 for his 57 million cash app users. The price at $260, then $8 and then $295,

0:27 but here's the thing

0:28 that gets lost in all of that. Solana was the first blockchain that was

0:31 actually built to be used.

0:32 And I mean used for everything. Whatever people wanted to do on it, the

0:36 ecosystem leaned into it.

0:37 You want to trade monkey jpegs? Let's go. You want to launch a million coins in

0:41 a month,

0:41 build the launch pad. You want to tokenize the entire US treasury market? Come

0:45 on in,

0:45 stay street. We went from degenerate apes to presidents launching tokens to

0:49 trillion dollar

0:50 institutions tokenizing assets on chain. And the chain handled all of it. If

0:55 you were here for

0:55 this, you already know. And if you weren't buckle up, because this is the most

0:59 absurd six years in

1:00 the history of finance. And I was there for almost all of it. Happy birthday,

1:03 Solana. Let's go through

1:05 the whole story. So Solana launched mainnet in March 2020, totally who is ex-

1:13 qualcom drank two

1:15 coffees in a beer. And he had this crazy idea called proof of history, a way to

1:19 make blockchain so fast

1:20 that it could actually compete with the apps that people were used to, not just

1:24 fast by crypto

1:25 standards, fast by everyone's standards. And for the first year, honestly, not

1:28 many people

1:29 noticed. Then 2021 happened, Solana summer and man, if you were there, you

1:34 remember the feeling.

1:36 Soul went from a $1.50 to $260. NFTs exploded degenerate ape academy, Solana

1:43 monkey business,

1:43 de gods, Steve Harvey changes profile picture to a Solana monkey business. The

1:48 vibes were immaculate.

1:49 New DeFi protocols were launching every week. And the thing that struck me even

1:53 back then was

1:53 how fast everything felt. Swaps were instant, minting was instant. You'd come

1:57 from Ethereum

1:58 where you pay $80 in gas and wait 10 minutes. And on Solana, it was just done.

2:02 A fraction of a penny.

2:03 And now this is one of my favorite videos explaining this. People ask me, how

2:07 do I afford to live in

2:08 Manhattan? I'll tell you, I use Solana, which has .0025 set transaction fees on

2:15 average as opposed to

2:16 Ethereum's $40 transaction fees. And Solana gets this done in only a few

2:21 seconds versus Ethereum's

2:23 average 10 minutes of transaction finalization. And this is why I'm partnering

2:27 with Solana.

2:28 It's faster. It's cheaper. And I am bullish on efficiency. I encourage you to

2:32 check it out.

2:33 We think the L1 you're using rethink how many transaction fees you need to get

2:37 to rethink it.

2:38 Mercury retrograde. Thank you for that. And the builders were right there with

2:42 you.

2:42 I remember the early discourse. If you had a problem, a developer would jump in

2:45 and help you,

2:46 not a community manager and actual dev. That energy set the tone for everything

2:51 that came after.

2:51 This wasn't a blockchain that existed in theory. People were using it, building

2:54 on it and fixing

2:55 things in real time. That culture started on day one. Now, was everything

3:00 perfect? No.

3:01 One developer named Ian Makhalino was secretly running 11 different identities.

3:06 Sabre, Sunny,

3:07 Casio, Arrow, all while creating what looked like an entire DeFi ecosystem. All

3:11 one guy inflating

3:12 TVL by billions. That's the kind of thing that happens when everything is

3:15 moving at the speed of

3:16 light. But that became part of the lore. And everyone learned not to trust

3:20 everyone at face value.

3:21 Early protocols got exploited. Mango markets got hit for $116 million by Ovi

3:26 Eisenberg and posted

3:27 directly on Twitter. What are you going to do? Arrest me? Yes. Yes, they were

3:31 going to arrest you.

3:32 As Solana grew, it continuously pushed the boundaries of what a blockchain

3:35 could handle.

3:36 And when you push boundaries, you find the edges. The network was growing

3:40 because people

3:40 were actually using it and not just holding a token, actually using it for

3:44 things. NFT means

3:45 DeFi gaming and that usage created real engineering challenges that nobody had

3:50 ever solved before.

3:51 And here's what made Solana different from every other chain. When something

3:54 broke,

3:55 they fixed it and they fixed it in public. Totally was on Twitter arguing about

3:58 solutions at 2am.

4:00 Local fee markets, priority fees, scheduler rewrites, quick protocol migration.

4:04 These weren't PR

4:05 statements. They were real time engineering debates happening right in front of

4:09 the entire

4:09 community. You'd wake up, check Twitter and learn about the technical details

4:13 of transaction

4:14 scheduling because the founder was arguing about it with validators on Twitter.

4:17 It was like an

4:18 open source masterclass playing out live. I loved it and followed totally

4:21 debates to learn about

4:22 what was going on. And the thing is, every single one of these problems led to

4:25 a real solution.

4:26 Every edge they found became an upgrade. Testing and production, move fast,

4:29 break things,

4:30 fix them faster. That was the philosophy and it worked. The network kept

4:33 getting better because

4:34 the demand was real and the team refused to slow down. Meanwhile, Jack Dorsey

4:38 was calling

4:38 Esculana. The Bitcoin Maxis were having a field day. And honestly, we laughed

4:42 it off. The Solana

4:43 Twitter account changed its name to Solana was a joke. That's the energy. You

4:46 can't insult people

4:46 who are having too much fun to care. In November of 2022, Solana had just held

4:50 breakpoint in Lisbon. The energy was incredible. They launched the saga phone.

4:53 The roadmap was

4:53 ambitious. The community was fired up. That conference ended on November 7th.

4:58 FTX filed for

4:59 bankruptcy on November 11th. Four days later, SPF had been one of Solana's

5:04 biggest backers.

5:05 Serum, the entire FTX Solana ecosystem, billions in soul holdings, gone

5:10 overnight.

5:10 And the narrative shifted instantly. It wasn't just about price anymore. People

5:14 were questioning

5:14 whether Solana would survive at all. CNBC said that $50 billion in value was

5:19 wiped out. The

5:19 Motley Fool asked, "Is it time to give up on Solana?" Sol hit $8. And I

5:24 remember that feeling.

5:25 Looking at a portfolio down 96% from the highs, DeGods and Utes, the top

5:30 projects on Solana at

5:31 the time, announced that they were leaving Solana. But the group chats, they

5:36 weren't quiet. The

5:37 NFT chats and charts were alive. The communities rallied together and we still

5:41 had a mini bull run

5:43 in NFTs, despite being knee deep in a bear market with teams leaving the chain.

5:48 The builders didn't leave. The discords that mattered stayed active, totally

5:51 kept posting

5:52 three emojis and his hot takes. Raj kept building. The phantom team kept

5:57 shipping updates. The

5:58 Jupiter team kept improving the aggregator and slowly something started to

6:02 become clear.

6:03 The people who were still here weren't just here for the price. They were here

6:07 because Solana was

6:08 genuinely the best place to build and they knew it. There was a range where Sol

6:12 ana stayed between

6:13 $8 to $30 for almost all of 2023. The people who made it through that filter

6:17 are the reason that Solana is what it is today. And then the comeback started

6:22 in the most Solana

6:23 way possible. Christmas Day 2022, Bonk air dropped to the community a dog coin.

6:28 Merry Christmas,

6:29 here's a meme coin. And remember the saga phone? I was one of the original

6:33 buyers. I think it was

6:34 around 2,500 original units sold. While every saga came with 30 million bonk

6:39 tokens, when Bonk's

6:40 price spiked, the air drop became worth more than the phone itself. Sagas were

6:44 selling on eBay for

6:45 $5,000 a piece and the phone sold out. The biggest flop in crypto hardware

6:51 became the most profitable

6:52 tech purchase of the year, only possible on Solana. And the user experience

6:57 just kept getting better.

6:58 Phantom hit 10 million downloads recently. Genuinely, it was the best wallet in

7:01 all of crypto. And it

7:03 wasn't even close. Jupiter became the best swap experience in DeFi by a mile. I

7:07 remember one time

7:08 that I complained on Twitter about a Jupiter swap not going through. And within

7:10 minutes,

7:11 I was DM'd asking for the transaction hash so that they could figure out

7:13 exactly what happened.

7:15 That's the kind of thing you don't see on other chains. The devs treated users

7:18 like customers.

7:19 They were in Discord. They were responding to complaints. They were shipping

7:23 fixes the same day.

7:24 From a user perspective, it was so amazing. It was so amazing in fact that I

7:28 started a podcast to

7:29 share it. The NFT bull run was legendary. 10k NFT collections would sell in

7:33 seconds.

7:34 Magic Eden became a unicorn valued over $1 billion. They famously had a launch

7:39 on their

7:39 platform called Bloonsville. The dev launched it then rubbed the treasury for

7:42 over 450k instantly

7:43 and mocked the whole Magician team. The infamous red balloon emoji became

7:48 legendary,

7:48 especially after he managed to do it again with a second rug with the reptilian

7:51 renegades.

7:52 And he admitted to previously rugging the doodled dragons. He ultimately was

7:55 brought to

7:56 justice three and a half years later. His lore ran deep and there was a good

7:59 percentage chance

8:00 that any big NFT collection could end up being rubbed with a balloon emoji at

8:04 the end.

8:05 Now the trading experience for NFTs on Solana became so good that Kobe calling

8:08 NFTs shitcoins

8:10 with pictures rained true. The market topped, but this led to an insane meme

8:14 coin era.

8:15 Pumpfun launched in January 2024 and took the whole thing to another level.

8:19 Anyone can launch

8:20 a token in seconds. Millions of tokens created. The ecosystem said whatever you

8:24 want to do,

8:24 we'll build the infrastructure for it. And the answer was apparently everything

8:28 all at once.

8:28 They added live streaming and it immediately became the most unhinged corner of

8:32 the internet.

8:32 A developer literally set himself on fire during a live stream.

8:36 Anzom's family members were getting tokenized with ketamine guy became lore.

8:39 Every single day

8:40 there was a new main character. One of the more wild stories was a meme coin

8:43 called Slurf.

8:44 The dev accidentally burned 53,000 Sol in his wallet. A total burn of 10.7

8:48 million burned into

8:50 thin air. The internet capital markets were rising and falling at the speed of

8:53 light.

8:54 And through all of it, the best trading experiences were built. The best

8:57 wallets,

8:58 the best aggregation, whether you were trading monkey jpegs or launching a coin

9:02 or just sending

9:02 money to a friend. Solana was faster, cheaper and better than the alternative.

9:06 That's why people

9:07 kept coming back. Not just because of the memes, because of the experience.

9:11 And then the main character showed up. And I'm not talking about just builders

9:14 here.

9:14 Caitlyn Jenner launched a token. $42 million market cap in eight hours.

9:18 Absolutely rugged.

9:20 Shout out to all the other celebrities who showed up, took the money and rugged

9:23 their fans. We

9:23 really appreciate you guys. And then right before inauguration day, the

9:27 president of the United

9:28 States launched a meme coin on Solana. Trump hit a $70 billion fully diluted

9:34 market cap.

9:35 Sol touched $295 shortly after a new all time high, because the president

9:39 launched a meme coin

9:40 on our chain. Also, I swear, if Melania coin wasn't launched right after, we

9:44 would be living in a

9:45 complete utopia right now. This launch actually broke all the records, making

9:51 Solana the first

9:51 chain to break $10 billion of revenue in a day. This launch brought in so much

9:57 more

9:57 activity Solana than ever before. It left a lot of protocols unusable because

10:01 non priority

10:02 transactions basically halted because priority fees spiked by four times. Then

10:07 Argentina's president

10:08 Mele promoted Libra. It pumped a $5 and 40 minutes. Insiders dumped $250

10:14 million in losses.

10:15 Hayden Davis and other insiders that launched that were caught red handed in

10:18 private messages

10:19 saying, yeah, fellas, to be honest, we are trying to max extract on this one.

10:22 Two sitting presidents on Solana. Six years ago, this chain didn't exist. Now

10:26 heads of state are

10:27 launching tokens on it. Whether you think that's incredible or insane, it's

10:30 probably both. But it

10:32 happened because Solana was fast enough cheap enough and accessible enough for

10:35 anyone to use.

10:36 From a developer and discord to the president of the United States, built to be

10:40 used by everyone.

10:41 Let's just take a few seconds to appreciate the full arc here. Jack Dorsey

10:45 called it

10:45 SQ Lana, then built stablecoin payments on it through cash out for his 57

10:50 million users.

10:51 A phone only the true OGs bought deep in a bear market became one of the best

10:55 investments

10:55 of the year because of a dog coin that airdropped on Christmas Day. The chain

10:59 that everyone said

10:59 was too unstable has had its longest uptime streak in its history. With Fired

11:04 ancer Live on

11:05 Mainnet, a full second validator written to be the fastest version possible,

11:08 multiple teams are

11:09 now competing to make Solana even faster and cheaper than it already is. The

11:13 improvements are

11:14 ongoing and we regularly see over 3000 transactions per second already.

11:18 So here we are. Six years in. Look at what this ecosystem has become. $1.95

11:24 trillion

11:25 index trading volume, second only to Binance globally. $2.39 billion in app

11:30 revenue with

11:30 seven apps each clearing $100 million. Western Union is connecting 360,000 cash

11:35 payout locations,

11:36 cash app bringing 57 million users. State Street that has over $50 trillion in

11:40 asset under custody

11:41 is tokenizing on Solana. $1.45 billion in ETF inflows while the price dropped

11:47 50%.

11:47 From monkey jpegs to the best wallets ever created, from Discord devs helping

11:52 with failed

11:52 swaps to trillion dollar institutions choosing Solana as their settlement layer

11:56 . From a phone

11:57 that nobody bought to a second version with the seeker that has its own economy

12:02 with over 150,000

12:03 phones sold over $3 billion of volume and over 500 apps built for it. And it

12:08 all happened because

12:09 one chain said, whatever you want to build, we'll make it possible. Whatever

12:12 you want to use it for,

12:14 we'll make it fast enough, cheap enough, and good enough that you'll actually

12:17 want to come back,

12:18 built to be used and used for everything. IBRL, increased bandwidth, reduced

12:23 latency is the mindset.

12:24 And this opens up the use cases for any team looking to build. Here's what I've

12:29 learned from

12:29 being here for almost all of it. The price is the least interesting part of

12:33 this story. It always

12:34 was the real story is the experience. The devs who DM'd you when your swap

12:38 failed. The builders

12:39 who shipped through a bear market, the community that watched the price at $8

12:43 and said, I'm not

12:44 leaving. The engineers who turned every growing pain into an upgrade. And the

12:47 philosophy that said,

12:48 if people want to use this for something, let them. We'll make it work. Every

12:53 great ecosystem has lore.

12:55 Bitcoin has the pizza. Ethereum has the Dow. Solana has monkey jpegs, a dog

12:59 with a bat, two phones,

13:01 a developer who came back from the dead, a president with a meme coin, and a

13:05 network that went from

13:06 growing pains to processing $2 trillion per year. Six years from a white paper

13:11 to an economy,

13:12 from one engineer's idea to the chain that everyone uses. And honestly, we're

13:17 still just

13:17 getting started. Happy birthday, Solana. What a ride.

Fy5890

· 2w

ETH是Web3的信任基石与结算中心，SOL是高性能执行层，二者互补而非替代。短期SOL难全面超越，长期多链共存才是行业常态。 #区块链 #ETH #SOL #Web3

LanMei🍃

· 2w

区块链探索话题：ETH是否会被SOL超越？（纯知识、观点分享，不作为任何投资建议。）

#区块链 #ETH #SOL

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