Solana 正将目光投向华尔街

深潮Опубликовано 2025-08-26Обновлено 2025-08-27

Solana 不仅仅是一家公司，更是一个社区，一个生态系统。

撰文：Yueqi Yang

编译：Block unicorn

在加密货币世界中，Solana 是狂野的「弟弟」，渴望得到重视。以模因币和与加密交易所 FTX 的合作而闻名，这个区块链正接近进入主流金融。

据彭博社 ETF 分析师詹姆斯·塞法特（James Seyffart）跟踪资产管理公司的申请情况，美国证券交易委员会（SEC）在唐纳德·特朗普总统领导下对加密货币更加友好，预计将在 10 月中旬批准持有 Solana 代币的交易所交易基金（ETF）。

这将使其成为继比特币和以太坊之后，第三个被包装为股票交易的加密代币。加密 ETF 蓬勃发展，像 Strategy（前身为 Microstrategy）这样的加密股票也是如此。目前，股票市场上交易的与加密相关的证券总值超过 4000 亿美元。

越来越多的上市公司正在筹集资金购买并持有 Solana 代币。这是持有加密货币为主要目的的公司股票热潮的一部分。Solana 的两个主要支持者——Multicoin Capital 和 SkyBridge Capital——正在考虑投资一些即将推出的 Solana 相关股票，Multicoin 的合伙人凯尔·萨马尼（Kyle Samani）和 SkyBridge 创始人安东尼·斯卡拉穆奇（Anthony Scaramucci）在单独采访中表示。这可能会推高代币价格。

Solana 已基本摆脱了与 FTX 创始人山姆·班克曼 - 弗里德（Sam Bankman-Fried）的密切关联，后者是 Solana 的大股东和支持者。在 FTX 丑闻爆发后，用户和开发者曾远离 Solana ，但过去两年情况发生了变化。Solana 的代币（代号 SOL）自 2023 年 8 月以来飙升 820%，成为第六大加密代币，流通市值达 990 亿美元，尽管已从 1 月的高点回落。

增长部分归功于 Solana 区块链的流行，该区块链由 Solana 实验室创始人阿纳托利·亚科文科（Anatoly Yakovenko）和拉杰·戈卡尔（Raj Gokal）于 2020 年推出。它被视为比老牌以太坊区块链更快、更便宜的替代品。这些特性使 Solana 成为 $Trump 和 Fartcoin 等模因币的首选交易平台，这些模因币极受欢迎但波动性很高。

Solana 正试图摆脱仅为投机而存在的模因币的轻浮名声。Solana 基金会前稳定币负责人、稳定币初创公司 Perena 联合创始人安娜·袁（Anna Yuan）表示：「Solana 的优点和缺点在于它非常面向消费者。那里的团队对构建消费者产品充满热情。」

模因币热潮有所消退，Solana 的代币价格较 1 月高点下跌近 40%。该区块链的支持者希望通过创建基于互联网的资本市场重启其增长。目标是将个股、债券和稳定币作为代币在 Solana 区块链上交易。

Solana 从模因币的转变对其进军稳定币尤为重要，稳定币应保持固定价值，与模因币截然相反。

加密交易所 Backpack 创始人兼首席执行官、早期 Solana 开发者阿尔马尼·费兰特（Armani Ferrante）表示：「稳定币目前正处于风口浪尖，目标受众比模因币群体更为严肃……我认为这是一个独立的细分市场。」

至少有两家公司——发行第二大稳定币的 Circle 和支付公司 Stripe——正在开发稳定币区块链。这些即将推出的项目可能会与 Solana 和目前的领头羊以太坊争夺稳定币的采用率。

Solana 还在华盛顿争取支持，宣传其创建互联网资本市场的努力。它迅速与 Visa、贝莱德、Fiserv 和为银行开发区块链的传统公司 R3 等金融巨头建立了重要合作伙伴关系。

正如将加密资产引入股票市场为新投资者群体打开了交易之门，将股票转化为加密代币也使加密交易者更容易押注股票。这种情况已在发生，代表特斯拉、英伟达和 Circle 等股票敞口的加密代币在无法轻松访问美国股市的海外加密投资者中越来越受欢迎。据加密分析平台 RWA.xyz 跟踪的数据，代币化股票的总价值已达 3.57 亿美元。

6 月，增长最快的代币化股票提供商之一 Backed Finance 在 Kraken 等交易所为非美国用户推出了 xStocks。RWA.xyz 数据显示，Solana 迅速成为交易这些股票的首选区块链。投资了 Backed Finance 的 Kraken 计划在未来几周内向更多市场（包括欧洲）的用户提供代币化股票，Kraken 消费者业务负责人马克·格林伯格（Mark Greenberg）表示。这可能会为 Solana 带来更多交易量。

Solana 也在争取银行的支持。今年，Solana 基金会向 R3 进行了一笔未披露金额的投资，R3 是一家由美国银行和其他银行支持的区块链公司，据报道其在 2024 年正探索包括出售在内的各种方案。Solana 基金会主席莉莉·刘（Lily Liu）加入了 R3 董事会。

与此同时，Solana 正在华盛顿拓展其影响力。Solana 政策研究所于今年成立，并聘请了资深加密货币说客、前区块链协会首席执行官克里斯汀·史密斯 (Kristin Smith)。她正在与立法者会面，并敦促美国证券交易委员会 (SEC) 提供指导，使公司能够更轻松地将股票、债券和其他资产转移到区块链上。

Solana 还向参议院领导基金、国会领导基金、参议院多数党政治行动委员会、众议院多数党政治行动委员会、哨兵行动基金和支持加密的 Fairshake 团体捐款，以备战 2026 年中期选举。

史密斯表示，Solana 的模因币名声在她的华盛顿对话中并未被提及。她说：「我们与许多国会议员的谈话都是从最基础的层面开始的……他们不明白 Solana 不仅仅是一家公司，更是一个社区，一个生态系统。」

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