关于阿根廷总统发币，我在香港三问 Solana 官方社区

Foresight NewsPublished on 2025-02-19Last updated on 2025-02-19

Abstract

现在的 MEME 有点太过火，Libra 这个事件我觉得是对 meme 风险的一个出清。我觉得从长期来看（出清）是好的，因为它过火了，总归这个泡沫要爆的。

撰文：Pzai，Foresight News

近期，由阿根廷总统米莱所推广的 LIBRA 代币引发了市场狂热。然而在代币上线后数小时内，项目方即从流动性池撤出 8700 万美元的 USDC 和 SOL，导致价格暴跌 80% 以上。米莱随后删除推文并启动反腐败调查，但已造成投资者巨额损失。

而在这个关键节点上，meme 市场的叙事似乎也正日渐式微。Solana 作为一条历经沉浮的公链，其中的生态建设者会如何表达对这一事件的看法？Foresight News 在 Solana Hongkong Summit 上采访了多位优秀生态建设者，为这一事件的影响进行分析。

MEME 背后的价值

「LIBRA 事件是 MEME 流动性枯竭的一种反响，市场支撑不起这么高的价格」Sonic SVM 创始人 Chris Zhu 向 Foresight News 表示。自特朗普发币之后，市场的定价似乎直接产生了难以逾越的天花板，而团队的撤池操作则更是为 LIBRA 快速崩盘雪上加霜。

而 Solar 社区成员 Alex 也直言「现在的 MEME 有点太过火，Libra 这个事件我觉得是对 meme 风险的一个出清。我觉得从长期来看（出清）是好的，因为它过火了，总归这个泡沫要爆的。」

而作为链上经济的重要组成部分，另外一位 Solar 社区成员 Han 对 MEME 的作用予以积极肯定：「第一个就是对于 Meme 来说，作为一个流量的入口，其实可以吸引很多的增量用户，或者说投机的用户进来。比方说之前一些 AI 的 memecoin，其实大家是有一些热度和兴趣的，可以促进行业的发展。但是从 TRUMP 一直到 LIBRA，它已经出现了一种双刃剑的效应。」

而对于这个市场的现状，Solar 社区成员 Tron 表示「从 TRUMP 开始，整个市场里面资本逐利的速度是越来越快。直到后续一系列名人币其实已经出现大家玩不下去的情况。然后我觉得 LIBRA 其实也是一个很好的时间节点，让市场冷静一段时间，去真正的发现一些有价值的项目，去回归到那种我们一起去投资一些有价值的项目的状态。」

价值回归与再发展

「市场正在经历一种价值回归，而真正做应用的会逐步回到市场的聚焦下。」Chris Zhu 表示，「Sonic 未来将在 Solana 生态里充当分发的角色，帮助生态的建设者构建注意力体系。」

很明显，在近几个月来多个 Solana 项目的代币发行为社区的热情再添柴火，而 Solar 社区负责人 Vesper 也向 Foresight News 表示：「（LIBRA 事件）有好有坏。好处就是说明 Solana 在世界上是足够瞩目的，都可以吸引这些政客的注意。比如说像特朗普，还有阿根廷米莱之类的，说明 Solana 现在影响力已经是比较国际化的。第二就是说明它够大了之后，也会有很多这种正面或负面的东西都会涌来，而且也会更加的去中心化。因为像现在 Solana 也是在弱化基金会的概念，希望上面的 DApps 然后包括发的代币之类的，都是大家自己想发就可以发，然后尽可能做更少的干预。然后也是希望大家在冲土狗的时候可以更加辨别清楚，就是 DYOR。」

在未来可能的 「后 MEME 时代」，Vesper 也为 Foresight News 介绍了 Solana 未来战略布局的中心：「其实 Solana Foundation 他们的关注重心或者说战略布局跟 meme 都是比较没有关系的。我们更喜欢一些可以为索拉纳带来实际用处的项目，然后可以带来更多创新。比如 DeFi 类的我们很喜欢，DePIN 也是索拉纳稍微比较大的赛道。虽然现在发展的比较缓，但是有很多做的不错的项目。

然后像 Rome 等 eSIM 项目可以大家出国旅游就可以使用他们的流量。另外 AI 也是 Solana 最近比较关注的一个赛道，为此还专门举办了 AI 黑客松，也是跑出来很多的项目。实际上我们希望能通过 AI 赋予这种实际的消费者类的 DApp 更多可以落地的实际用途，大家玩起来可以更加的方便，也让 Solana 生态可以更加的强大。」

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