若 Perp Dex Summer 持续,最终会在 Solana 生态内爆发?

marsbitОпубликовано 2025-09-26Обновлено 2025-09-27

在此大胆推断,若Perp Dex Summer持续的话,最终会在Solana生态内爆发:

1)Solana可以直接在验证者层面进行应用特定优化,可以在验证节点内部运行专用交易引擎,以实现接近Hyperliquid的亚秒级交易体验。

以太坊layer2扩展思路要被L2中心化Sequencer、交易Batch、Finality状态依赖L1等层层技术债包裹,相较之下,Solana的已有技术架构优势比以太坊更适合孕育发酵Perp Dex;

2)当交易引擎直接嵌入验证者堆栈后可以绕过普通的交易池竞争,相当于构建了“VIP通道”,牺牲一部分去中心化换取更极致的交易性能;

事实上,Jito的成功已经验证了在Solana验证者层面做专用优化的可行性。只需要给验证者额外的MEV收益分成,加上$JTO代币的价值捕获,验证者大有意愿来参与,已经有60%的Solana验证者运行Jito客户端。换成Perp场景,用交易费收益替代MEV费用会更稳定且可预测,验证者参与的动能更足;

3)Solana拥有相对成熟的DeFi生态和广大的开发者群体和用户基础,

尤其是MEME热潮下,Solana已经多次验证了其在流动性深度上的优势。

如果说Solana和Hyperliquid都试图用中心化思路撬动高频交易应用场景的话,已有的生态基础让Solana比Hyperliquid有更大的的发展上限,毕竟有了链来孵化应用和基于应用孵化链的差异高下立断。So,错过了Hyperliquid上一波机会的同志们,不要再为冒险Fomo这一波的Aster、Lighter们而焦虑神伤了,属于你们的下一波机会可能正在Solana悄然酝酿。

至于有哪些项目推荐,@DriftProtocol虽然架构思路老了点,但最近融资8M的@_bulktrade以及前身Zeta Market的@bulletxyz_

等项目都在做类似方向的尝试,但还会有更多的项目涌现。

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