长推:SOL暴涨后,基本面与生态体系跟上了吗?

MarsBitОпубліковано о 2023-11-04Востаннє оновлено о 2023-11-04

Анотація

Solana的$SOL代币暴涨,TVL上涨22%,活跃地址数增长,稳定币金流持续下降,DEX交易量提升,Lido停止质押服务,$MNDE和$JITO暴涨170%和252%。

注:原文来自@jzinvest_xyz发布长推。
去年熊市下跌最惨烈的项目之一,现在竟然成了涨幅最高的代币 $SOL 。
暴涨后,基本面跟生态系跟上了吗? 3 分钟带你了解 Solana 基本面跟生态系现况。
1/ TVL
过去 1 个月,
@SolanaTVL 上涨了 22%,达到 426M 以美元价值来看 TVL 上涨,但 $SOL 本位从 15M 下跌到 10M 由此可见,在币价上涨的同时,大家正在抛售代币 TVL 上升主要来自币价上涨,而非锁仓量增加。

Solana


Solana


2/ 活跃地址数
过去一个月当中,$SOL 每日活跃用户数突破了过去半年以来的下行趋势 。
从 10/1 的 85.8k 增长到 11/1 的 136.1k 。
趁着币价上涨,许多用户正在卖出持币,或是从 LP、质押协议中取回代币。

Solana


3/ 稳定币金流
稳定币资金量通常代表一个生态系中正在埋伏机会的资金有多少。
过去半年,Solana 上的稳定币存量持续下降 这代表埋伏 Solana 机会的资金正在撤出 就这点来说,市场看起来并不期望 Solana 将会长期复甦。

Solana


4/ DEX 交易量
自十月初以来,交易量随着币价暴涨而提升。
可以确定的是,随着币价暴涨,出货潮会带来交易量。
@Solana生态系的 Defi 是要将引此复甦?现在下定论仍为时过早。
5/ 链上 Defi
随着 Lido 宣布停止 Solana 质押服务,质押的需求逐渐转往其他 LSD 供应商。
以 SOL 本位来看,Solana 最大 Defi
@MarinadeFinanceTVL 仅微幅上升,但平台币 $MNDE 过去一周暴涨超过 170% 反倒是第二名的 @jito_sol在过去一个月 TVL 暴涨 252%。

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