怪事!Solana 交易量冲 58.4 亿超市场,SOL 跌 6%,现在该上车还是下车?

ambcryptoОпубликовано 2025-08-19Обновлено 2025-08-19

Введение

Solana 的产品、过渡和收入带来了大量资本流入。

Solana [SOL]在价格走势和实际用例方面保持强劲趋势。过去一周,资金流入超过 4 亿美元,其中包括基于 Solana 的产品和过桥资产。

在过去的24小时内,Solana下跌了6%,但从周线图来看,Solana有所上涨。值得注意的是,截至本文撰写时,其日交易量为58.4亿美元,增长了58%。

在市场回调之际,山寨币仍保持着强劲的资金吸引力。加密货币总市值下跌了约 3.56%。那么,Solana 在资金流方面为何与众不同呢?

是什么推动了资金流入?

机构投资者以及 ETF 和 ETP 等 Solana 产品是推动这一上涨的主要因素。根据 Farside Investors 的数据,REX-Osprey (SSK) 的总流入量为 1.667 亿美元。

仅上周,就有超过1.76亿美元注入。这使得本月迄今的总额达到1.99亿美元,年初至今的总额略微超过10亿美元。

只有以太坊 [ETH]和比特币 [BTC]的每周流入量更高,分别为 28.7 亿美元和 5.52 亿美元。

Solana 区块链上管理的总资产达到 28.4 亿美元。

更多资金通过桥接方式进入 SOL。大部分资金(约 62%)来自以太坊网络。这部分资金约占同期 2.3 亿美元总额的 1.26 亿美元。

约有 5600 万美元从Arbitrum One [ARB]桥接而来,另有 2000 万美元从 Base 链离开。其他区块链,例如Polygon [POL]、Avalanche [AVAX]和Sui Network [SUI],贡献的金额均不到 1000 万美元。

此外,还有来自鲸鱼通过 memecoin 交易获得的资本。

过去七年,智能货币流在投资回报率方面占据主导地位。基于 Solana 构建的 Memecoin 面临回调。鲸鱼投资者正在将资金转向投机性资产。

尽管如此,铸造活动还是吸引了更多资金。Circle 铸造了超过 12.5 亿美元的 USDC。目前网络上的 USDC 总量已达 240 亿美元。

正如AMBCrypto先前的分析中所指出的,稳定币在多个区块链上的供应量普遍呈上升趋势。

资金流入和活动量的激增带来了更高的收入。

Solana 网络收入飙升

特别是基于 Solana 的平台上的活动,如Jupiter [JUP]、Raydium [RAY]、LetsBONKfun、Pump.fun 是主要的收入驱动力。

Pump.fun 连续第二周重回榜首,创造了 1000 万美元的收入。所有 dApp 的总收入为 3500 万美元。

根据Solana Floor 的数据,Solana 连续 22 周在创收方面领先于其他区块链。紧随其后的是Tron [TRX]、以太坊和比特币。

然而,由于被风险投资公司广泛收购,Solana 持续面临强烈反对。因此,当前的资金流入应该从各个角度进行审视。

有时,这类交易是为了引诱轻信的交易者,并让他们落入陷阱。尽管如此,Solana 的前景依然看好,资金流入可能预示着另一轮价格飙升正在酝酿。

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