#Solana平台发展 The data signals from Solana Breakpoint are worth paying attention to. The conference revealed several clear on-chain opportunities: First is the acceleration of the stablecoin sector. Multiple stablecoin projects such as JupUSD, USDGO, and TER have launched intensively, reflecting real capital demand — trading volume on Solana is already three times that of Binance, a scale sufficient to support multiple stablecoins coexisting. The key is to watch the subsequent depth of trading pairs and capital flow. Second is the shift of asset tokenization from "concept" to "implementation." For example, Figure issuing equity natively on Solana, Paxos applying for a clearing agency license, and Galaxy choosing to tokenize its own stock on-chain — these are not gimmicks but genuine capital decisions. With the significant reduction in on-chain rent costs (via SIMD-0389 plan) and account creation fees potentially decreasing tenfold, infrastructure costs are being optimized, which will directly lower the barriers for institutional entry. The third signal is the continuous突破 of performance ceilings. The block computation limit has increased from 48 million compute units to 100 million next year, and SOL-USD trading volume is becoming highly competitive — this indicates the network is truly being used, not just a game of existing capital. Risks to watch out for: the numerous stablecoin projects may lead to liquidity fragmentation; ultimately, it depends on who can concentrate trading volume. Asset tokenization still relies on regulatory clarity, and policy changes could alter the entire narrative.

#Solana平台发展 Seeing this set of data from the Solana ecosystem, my first reaction is—this growth is indeed worth paying attention to, but what’s even more important is the underlying logic. Most startups with revenue exceeding one hundred million are concentrated in Solana, which indicates what? It shows that the ecosystem’s carrying capacity is truly improving, and developers are voting with their feet. But I want to remind everyone that there is never a linear relationship between ecosystem prosperity and individual investment returns. I have seen too many people attracted by the narrative of “the track is improving,” then following the trend at high levels, only to be slapped in the face later. True long-term investors need to understand: a well-developed platform does not necessarily mean buying now will definitely be profitable. The key is to ask yourself three questions—first, how deep is your understanding of this ecosystem; second, what proportion of your total assets is allocated; third, can you withstand a drawdown of over 50% while maintaining a stable mindset. The 10-year goals and regulatory environment improvements mentioned by Solana co-founders are all bonus points. But don’t take them as the whole just because the prospects look good. A reasonable approach is: allocate a moderate proportion within your risk tolerance, continuously learn about ecosystem developments, and regularly review your allocation logic. Opportunities always exist, but stability is the eternal theme.

Strategy for below 2950-60 to be empty. Let last night's market decline first. Can it be validated again today? 12.25 Trading Strategy