Helius融了5亿美元来买SOL，但Solana社区现在只想让它改名

Odaily星球日报Published on 2025-09-17Last updated on 2025-09-17

原创 | Odaily 星球日报（@OdailyChina）

作者｜Azuma（@azuma_eth）

聚焦 Solana（SOL）的数字资产财库公司正在集中涌现。

继 Forward Industries 完成 16.5 亿美元融资并快速扫货 682 万枚 SOL 之后，9 月 15 日美股上市公司 Helius（全称 Helius Medical Technologies，股票代码 HSDT）又完成 5 亿美元私募融资以转型 SOL 财库公司，本次融资由 Pantera Capital 和 Summer Capital 领投，融资条款包括以每股 6.881 美元出售普通股和以每份 10.134 美元出售附带的认股权证，若权证全部行权募集总额有望超 12.5 亿美元。

然而，相较于 Solana 社区对于 Forward Industries 的热捧，社区围绕着 Helius 的讨论却多少带有些许尴尬的色彩。

问题出在 Helius 的名字之上 —— 早在这家 Helius 转型为 SOL 财库公司之前，Solana 生态就已经存在着另一家 Helius，而这家 Helius 正是 Solana 生态规模最大的基础设施开发公司，其 CEO 0xmert 可以说是整个 Solana 生态最活跃的开发者（个人觉得可以不加“之一”），不但常年承担着 Solana 社区话语领袖的角色，更是在 Solana 历史上多次升级或维护的关键节点都曾发挥过关键作用。

在财库公司 Helius 官宣亮相之后，许多不明细节的社区用户的第一反应都是这家财库应该是由基础设施公司 Helius 主导，但事实并非如此。

0xmert 本人更是亲自在 X 上回应表示自己与此事无关：“个人申明：说正经的，我与此事毫无关联 —— 这次的名称重合又是个巧合。宇宙简直是在故意捉弄我。重申一遍，我并未参与其中，无论是 Helius、Helium、Helio、Heliux 还是 Helicopter（直升机）都与此无关。“

随后，两家公司的“撞名”快速成为了 Solana 社区的讨论焦点，社区纷纷热议此事究竟是“硬蹭名声”还是“纯属巧合”。

  • Deep Ventures 投资人 Mike Chan 直接喊话 Pantera 表示：“当大家都知道最著名的 Solana 基础设施公司名为 Helius 时，你们为什么还要取这个名字，你们没有就此事咨询过 0xmert 吗？这太奇怪了。“
  • 海外 KOL Mister Todd 则是在 Pantera 创始人 Dan Morehead 的动态下方评论表示：“实在难以置信，你们竟然会选择 Helius 这个名字来效仿 0xmert 的成果。我相信这些空壳公司的中间人本可以有更多其他选择。希望这最终能反哺 Helius 的发展，毕竟他们的工作对 Solana 生态至关重要。”
  • Solana 开发者 korg.sol 则嘲讽表示：“干脆我们以后把所有的东西都叫 Helius 吧，这样就不会混淆了。”
  • Marinade Finance 团队成员 NickyScanz 跟进表示：“当我以后推出自己的 Solana 公司时，我也要给它起名叫 Helius。你们谁也拦不住我。“
  • Ranger 开发者 Dhrumil 也提到：“我的下一家公司也要取名 Helius，这样我就免费加入了。“

显然，从多位社区成员的表态来看，Solana 社区整体上对财库公司 Helius 的“撞名”操作并不满意，毕竟基础设施公司 Helius 过往在 Solana 生态的口碑有目共睹。

虽然也有声音称此事纯属巧合，认为 Pantera 等机构选择 Helius 作为财库壳子可能只是因为从财务角度来看这是上市公司中最方便的操作对象，但理论上他们完全像其他一些财库公司那样（比如孙宇晨将 SRM Entertainment 改名为 Tron）在融资公告中提前预告后续将进行改名，以避免潜在的混淆，但事实上他们也并没有这么做。

昨日晚间，The Block 联合创始人、6 MV 创始人 Mike Dudas 于 X 公开喊话，呼吁 Solana 社区一起迫使财库公司 Helius 改名 —— “GM，除了那些自作聪明的家伙。他们昨天成立了叫作 Helius 的 SOL 财库公司，殊不知 Solana 最大的基础设施开发公司早就叫这个名字了。今天早上，我将正式启动强制这家 DAT 改名的行动，大家一起冲！“

在 Mike Dudas 的下方，包括 Compound 创始人 Robert Leshner 在内的多方人士均表达了支持态度，但最有意思的表态则来自于 Solana 联合创始人 raj（Raj Gokal）——“我们总说希望看到更多像 Helius 这样的团队，看来以后不能瞎许愿了……”

作为 Solana 的两大创始人之一，raj 无疑可代表 Solana 最上层的态度，而从其微妙的表达中或多或少可看出对财库公司 Helius “撞名”的不满。

展望未来，不排除财库公司 Helius 后续会出于迎合社区情绪考虑而更改公司名称（当然也可能坚持不改），但这种一上来就败掉社区好感度的操作，在财库赛道竞争愈发竞争的当下是否会造成更大的连带影响，仍需时间来给出答案。

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