FTX崩盤重創Solana
在加密貨幣交易所FTX崩盤的拖累下，曾被認爲前景光明的加密貨幣之一的Solana也陷入了困境。數據顯示，自11月2日FTX這場風波開始以來，Solana的代幣(SOL)的價格已累計下跌53.8%，而同一時期內，以太坊(ETH)下跌了約20%，比特幣(BTC)則下跌了約19%。
區塊鏈錢包公司Laguna Labs首席執行官Stefan Rust表示：“在當前的加密貨幣行業洗牌中，最不幸的無辜受害者是Solana生態系統。”他表示，FTX及其姐妹公司Alameda Research可能出售了大量SOL以試圖維持運營。此外，許多投資者和應用開發人員似乎也正在離開Solana區塊鏈，DeFi數據網站DeFiLlama的數據顯示，存放在Solana區塊鏈上的SOL數量已從6月份的約6820萬枚降至目前的2474萬枚。
爲什麼Solana會在這場風波中遭受如此重大的打擊?因爲FTX和Alameda Research是Solana及其生態系統的重要支持者，包括：曾在多輪投資中支持Solana，截至2022年6月30日至少持有12億美元的SOL;是Solana生態系統中許多項目的投資者，並且經常領導投資回合，投資了包括GameFi StepN，借貸市場Solend，區塊瀏覽Solscan和穩定幣協議UXD等等。因此，Solana最重要的支持者之一的崩潰嚴重影響了Solana生態系統的價值。
Solana的聯合創始人Anatoly Yakovenko此前表示，Solana Labs在FTX上沒有任何資產，並且擁有30個月左右的資金儲備。另一位聯合創始人Raj Gokal也表示，這是Solana生態系統面臨的“嚴峻考驗”時刻，但他也補充稱，“每一次我們都會變得更強大”。
加密貨幣市場的不確定性籠罩着在過去被稱爲“以太坊殺手”的Solana。不過，洛杉磯風險投資公司Struck Capital的Adam Struck表示：“Solana的末日還沒到。它已經成爲一個蓬勃發展的生態系統和以太坊的競爭對手。但它是否存在一點泡沫?我認爲是的。”
數字銀行及支付解決方案公司Ping的聯合創始人Jack Saracco認爲，對Solana來說，與FTX創始人Sam Bankman-Fried(SBF)及其“帝國”的聯繫現在結束了，這是件好事，即使結果是嚴重的短期痛苦。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
