SOL价格稳住，资金流向揭晓：谁是生态赢家？

比推Published on 2025-09-17Last updated on 2025-09-17

时隔 6 个多月，SOL 价格 终于重回 240 美元上方（昨日最高涨至近 250 美元，发文时回落 234 美元），而细数此次的上涨，原因主要有三：一是随着 SOL Strategies 等 DAT 财库储备公司阵营的日渐壮大，SOL 市场需求进一步扩大；二是经历了此前的价格低估，SOL 的持仓进一步集中；三是 PUMP 等 Solana 生态代币及 Meme 币短暂回暖，为 SOL 带来了新一轮的消耗场景。

Odaily 星球日报此前曾于 《ETH 单日暴涨近 12%，一般哪些山寨币会跟涨？》 一文中梳理“ ETH 跟涨概念代币”，2 个月后的今天来看，多个代币均有不同程度的上涨，胜率初步预估在 60%~70%左右（尤以 LINK 16.92-至高 28.86 美元、WLD 1.11-至高 2.21 美元、DOGE 0.21-至高 0.3 美元表现亮眼），基于同样的生态溢出效应，特于本文分享潜在上涨标的，供读者参考。注：以下内容不构成投资建议，一切请 DYOR。

Solana 生态基建代币：JUP、RAY、KMNO

尽管 DeFi 赛道发展相较以太坊生态稍显落寞，但 Solana 生态基础设施建设仍然存在一大批优秀项目。当然，产品优秀并不代表着项目代币价格表现同样优秀（如 Wormhole-W），但项目却是代币价格表现的基础支撑。

有鉴于此，Solana 生态基建中的重要组成部分——聚合平台 Jupiter（JUP）、DEX 平台 Raydium（RAY）、借贷平台 Kamino（KMNO）是主要的潜在待涨标的。

价格列表（截止 9 月 15 日撰稿时）如下——

  • KMNO： 0.067 美元；

  • JUP： 0.52 美元；

  • RAY： 3.3 美元。

Solana Meme 向代表币：PUMP、PENGU、BONK、TRUMP

作为率先开启 Meme 币热潮的区块链生态，Solana 网络的现象级 Meme 币数量无疑处于领先地位。但行业发展到 2025 年下半年，仍然活跃在场上的代表性 Meme 币并不算多，所以我们只挑选了较具有代表性的 3 个标的：

因“直播发币”模式迎来项目第二春的 Pump.fun（PUMP）；

主打“IP+实体+生态建设”的 Pudgy Penguins（PENGU）；

主打“社区型 Meme 币+发币平台”的 BONK（BONK）。

此外，考虑到美国总统特朗普在美联储降息发挥的关键作用，TRUMP 或具备一定时期内的短期炒作价值。

价格列表（截止 9 月 15 日撰稿时）如下——

  • PUMP： 0.0076 美元；

  • PENGU： 0.033 美元；

  • BONK： 0.000022 美元。

  • TURMP： 8.57 美元。

Solana 生态新兴赛道代币：HUMA、STONKS

得益于 Solana 生态的低成本运行环境，其一直都是新兴赛道的实验田。在 PayFi、美股代币化方面，Solana 生态项目中的 Huma Finance、MyStonks 均具备一定的长期看涨价值。

价格列表（截止 9 月 15 日撰稿时）如下——

  • HUMA： 0.0255 美元；

  • STONKS： 0.026 美元。

Solana 生态 DePIN 赛道代币：CUDIS、ROAM

DePIN 同样是 Solana 生态持续建设的赛道之一，尽管受限于行业叙事接受度、市场传播影响力等因素，相关项目仍然并未迎来大规模爆发，但仍然具备一定的短中期炒作价值。因此，我们特选择了 2 个具备一定代表性的项目——智能运动设备项目 Cudis（CUDIS）与虚拟漫游通信卡项目 Roam（ROAM）。

价格列表（截止 9 月 15 日撰稿时）如下——

  • CUDIS： 0.13 美元；

  • ROAM： 0.11 美元。

结语：Solana 生态仍未找到主线

除去以上代币以外，Solana 生态 DeFi 项目 Saros（SAROS-0.4 美元）、生态基建 Pyth Network（PYTH-0.16 美元）、预测市场相关项目 Polyfacts（POLYFACTS-0.0063 美元）均值得短中期内关注后续走势，但综合整体生态来看，Solana 网络仍未找到类似以太坊生态的 DeFi 生态主线。

结合 Solana 生态稳定币发行量突破 133 亿美元的历史新高等消息来看，或许 SOL 的代币新高仍需 Solana 财库上市公司的大力买入，以及 Solana 现货 ETF 等重大利好消息的刺激，而非和生态项目的相互成就。

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原文链接:https://www.panewslab.com/zh/articles/93c9157a-d4f4-40c2-a6b9-12008be7f539
说明: 比推所有文章只代表作者观点，不构成投资建议
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