Solana价值再发现：在背光的地方悄然生长

Odaily星球日报Publicado em 2023-11-02Última atualização em 2023-11-02

Resumo

正在进行的Solana年度大会上，几乎没有交易所的身影，但或许这才是他们想要的样子。

原创 | Odaily星球日报

作者 | Azuma

Solana价值再发现：在背光的地方悄然生长

写这篇文章的时候，Solana（SOL）正在经历牛市后最强劲的一轮反弹，价格大概在 43 美元左右。 

作为上轮牛市最为惊艳的项目（或许可以不加“之一”），Solana 曾经头顶着“以太坊杀手”的光环，在某个爆炸头的助推一度跻身过 Crypto 市值排名的前三甲。 

然而，随着 FTX 帝国的突然倒塌，与之牵涉颇深的 Solana 也随即遭受重击。币价跌去九成，生态项目出逃，再加之一些意外的宕机事故，Solana 逐渐跌下了神坛，曾经聚焦在其身上的万千关注也已悄然散去。

在以太坊正统地位愈发牢固、Layer 2 叙事大行其道的当下，作为“其他” Layer 1 的代表，Solana 更多的时候是在市场关注度较低的“背光处”默默发展，但近期接连的几根大阳线，却似乎是在向市场宣告其已走出了旧时阴影，正欲掀开新的篇章。 

关于 Solana 过去的故事，感兴趣的读者可以收听 STEPN 首席营收官 Mable 的播客「HODLong 后浪」第 22 期内容「Solana 沉浮录：很多的偶然与少许的必然」。该期内容详述了 Solana 是如何从一个融资较少的 Layer 1 走向赛道头部，如何完成了从 0 到 1 的启动，SBF 如何与 Solana 结缘，“喜提巨佬”的 Solana 又是如何完善增长飞轮的。 

Solana价值再发现：在背光的地方悄然生长

Odaily 星球日报站内亦有该期播客的文字版内容，不方便收听的朋友们可以直接阅读。

作为 Solana 另一大主要投资机构 Multicoin Capital 的前合伙人，Mable 在当时对 Solana 未来发展的预判是：Solana 大概率不会死，但它不会再以原有的方式活。

时至今日回头再看，褪去了“交易所”、“做市商”、“巨佬”等关键词之后，Solana 的发展似乎的确显得更加纯粹了。

  • 四月，Solana 推出了针对 NFT 存储的新功能“状态压缩”，可将在 Solana 上铸造 NFT 的成本降低 2400 - 24000 倍，铸造 100 万个 NFT 的成本将从 250000 美元降低至 110 美元。

  • 七月，Solana 发布了 GameShift API，旨在更好地赋能开发者在 Solana 进行 Web3 游戏开发，简化其开发难度。

  • 同月，基于 Solana 的 EVM 兼容方案 Neon 正式上线主网。随即 Solana 又推出了支持 Solidity 的智能合约编译器，旨在进一步打通与 EVM 生态的连接。

  • 八月底至九月初，Shopify 与 Visa 先后宣布与 Solana 集成，扩展了 Solana 在 Web2 世界的支付服务版图。

  • 还是九月，以太坊 OG 项目 Maker 的创始人 Rune Christensen 公开赞扬 Solana，认为 Solana 有着最有前途的代码库，可作为 Maker 构建新链的基础。

  • 十月，由 Jump Crypto 开发的 Firedancer 客户端正式上线测试网。除此之外，Syndica 还在领导开发另一个客户端 Sig，轻客户端 TinyDancer 的开发工作也在积极推进中。

除了网络层面的开发改善之外，Solana 亦在积极推进其生态建设。仅在刚刚过去的第三季度内，Solana 已与其他生态合作伙伴共同举办、赞助了 OPOS、Hyperdrive、Hacker Houses、PlayGG 等多场黑客松活动，向多支优秀团队提供了上百万美元的早期资金。

当前，Solana 于阿姆斯特丹召开的年度生态大会「Breakpoint」即将进入第三天，但正如已长期处于背光处的 Solana 一样，这场大会在社交媒体上（尤其是华语圈子）的曝光量似乎也不是那么尽如人意（至少不如半个月之后的 Devconnect）。

曾就职于 Solana Labs 的 Delphi Digital 投资助理 Alexander Golding 针对这场会议前两天的内容做了些简单纪要，并提到实际上的与会人数要比去年更多，且结识了许多全新的面孔，感兴趣的用户可以跟踪其社交媒体账户了解更多动态。

Solana价值再发现：在背光的地方悄然生长

简单来说，这更像是一场属于开发者们的盛会。

Jump Crypto 在大会首日官宣了 Firedancer 上线测试网，并收获了一众技术大佬的赞许。Paradigm 首席技术官 Georgios Konstantopoulos 直言喜欢该客户端；Global Macro Investor 创始人 Raoul Pal 则表示这是区块链技术的极大飞跃；Cyber Capital 创始人 Justin Bons 更是借此声称已从 Solana 的批评者变成了支持者。

Solana价值再发现：在背光的地方悄然生长

除了备受关注的 Firedancer 之外，许多 Solana 生态项目们也都在「Breakpoint」公布了最新进展，Pyth Network 昨日公布了追溯性空投计划，看起来 Jupiter 似乎明天也官宣些什么。

Solana价值再发现：在背光的地方悄然生长

值得一提是，Golding 在 Day 2 的记录中专门强调，这次的「Breakpoint」几乎没有交易所背景的 VC 到场，可能来的只有 Coinbase Ventures 和 OKX Ventures，但这却让 Solana 团队与社区开发者们有了更多的时间去近距离交流。或许，这正是 Solana 更想要的样子。

Solana价值再发现：在背光的地方悄然生长

总而言之，本文的初衷并不是想要鼓吹 Solana 或是喊单 SOL，事实上我个人也不太建议现在去做任何操作，因为随着「Breakpoint」即将闭幕，可预见 Solana 短期内的流量高峰即将过去，后续行情存在一定的不确定性。

之所以写这篇文章，是希望大家能够更客观地去看待 Solana 如今（特指后 FTX 时代）的发展状况，了解 Solana 在走出历史阴影之后的具体动向。

它并没有被黑天鹅击垮，正如当年能够脱颖而出被 SBF 看上一样，它身上的许多优点仍然存在且会继续延续。

它并不够完美，但正在变得更好。

它不叫“FTX 链”或“SBF 链”……曾经、现在、未来，它都只叫作 Solana。

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