VanEck: Solana может достичь $330 и бросить вызов господству Ethereum

cryptonews.ruPublished on 2024-06-26Last updated on 2024-09-26

Аналитическая команда VanEck выпустила оптимистичный прогноз: цена Solana (SOL) может взлететь до $330, а капитализация достигнуть половины от нынешней стоимости Ethereum (ETH). Что стоит за столь смелыми заявлениями? Давайте разберемся.

1-недельный график SOL/USD. Источник: Coinbase/TradingView

Скорость — наше все

Главный козырь Solana — ее молниеносная скорость. Представьте, что вы сравниваете старенький велосипед с гоночным болидом «Формулы-1». Примерно такая же разница в производительности между Ethereum и Solana.

Согласно отчету VanEck от 25 сентября, пропускная способность Solana на 3000% выше, чем у Ethereum. Это не опечатка — действительно три тысячи процентов! Solana способна обрабатывать тысячи транзакций в секунду, оставляя конкурентов далеко позади.

Народ голосует кошельком

Но не только скоростью единой жива Solana. Количество активных пользователей сети превышает показатели Ethereum на 1300%. А вишенкой на торте становятся комиссии — они на Solana почти в 5 000 000 раз (!) ниже, чем в сети Ethereum.

Неудивительно, что обычные пользователи постепенно «просыпаются» и начинают понимать потенциал Solana как серьезного конкурента Ethereum на рынке смарт-контрактов. Однако институциональные инвесторы пока не спешат менять свои портфели. Возможно, они просто боятся расстаться с «голубыми фишками» вроде ETH и довериться более молодому проекту?

Стейблкоины — двигатель прогресса

Аналитики VanEck особо отмечают роль стейблкоинов в развитии децентрализованных финансов (DeFi). Благодаря высокой скорости и низким комиссиям, Solana может стать идеальной платформой для операций со стейблкоинами, обеспечивая пользователям существенную экономию.

Ethereum: пациент скорее жив?

В начале сентября 2024 года VanEck выпустил еще один отчет, на этот раз посвященный причинам не самого впечатляющего ценового поведения Ethereum. Главный виновник — развитие сетей второго уровня (L2) на базе Ethereum.

После обновления Dencun в марте 2024 года комиссии в L2-сетях резко снизились. Это привело к взрывному росту популярности решений второго уровня, но одновременно обрушило доходы основной сети Ethereum на 99%. Впрочем, к концу сентября 2024 года ситуация начала выправляться.

Еще одна причина проблем Ethereum — миграция пользователей на более быстрые блокчейны первого уровня, такие как Solana и Sui (SUI). Хотя Ethereum все еще сохраняет преимущество первопроходца, этот козырь стремительно обесценивается.

Конечно, не стоит воспринимать прогнозы VanEck как руководство к действию. Рынок криптовалют непредсказуем, и даже самые авторитетные аналитики могут ошибаться. Однако очевидно, что конкуренция на рынке блокчейнов обостряется, и это может привести к появлению новых лидеров и революционных решений.

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