CoinFubi

Solana 正经历一场重大转变，越来越多的机构级参与者正在网络中布局。曾被视为由零售和开发者热情驱动的高性能 Layer-1，如今正吸引专业基金、资产管理公司和机构配置者的资金注入。这一趋势支撑了 SOL 的增持论点，成为新兴的机构流动性与基础设施故事。根据 Rex 在 X 平台的发帖报道，最新一轮机构对 Solana 的兴趣正在兴起，证实了分析师 Solana Sensei 所指出的，大型机构如今正在积极增持 SOL。

Forward Industry alone is holding close to $1 billion worth of SOL, while firms like Defidevcorp and others are sitting on hundreds of millions. Rex views this move as just the start, and SOL stands out when it comes to real-world asset (RWA) tokenization. Its insane transaction speed, combined with dirt-cheap fees and real scalability, finally makes moving real assets on-chain viable and sustainable. These projects choosing SOL isn’t accidental; they know where the future is heading.

专家也在回顾这段历程。SOL 曾被描述为“速度很快但过于集中的中心化”。目前，曾经旁观的同一批机构正在悄然囤积数十亿美元的 SOL，而真正的行情还未真正启动。SOL 正在为在未来几年内可能看起来难以置信的水平作准备。

“Supper proud to be part of this,” Rex noted. While the crowd stayed focused on the 2025 volatility, an analyst known as Senior highlighted that Solana entered 2026 by finally delivering on its biggest technical promise. The Firedancer validator client officially went live on mainnet as of January 2026, pushing the network’s finality to 150 milliseconds and finally ending years of beta resilience and performance concerns. At the same time, Western Union officially integrated the SOL network.

与此同时，Spot SOL ETF 本周总净资产突破 $1 billion，显示该基础设施也已达到真正的机构级标准。过去，当 SOL 从零售领域转变为永久性的全球金融轨道时，变得不可动摇将是显而易见的。Solana 的各项指标正在增长。Inner Circle 的投资者兼创始人 Lark Davis 表示，SOL 应用收入飙升至 $2.39 billion，同比增幅 46%，并在 2025 年创造了新的历史新高。

SOL 网络收入也达到了 $1.48 billion，相较于过去两年增长了 48 倍。与此同时，日活钱包数量已攀升至 3.2 million，显示 SOL 的增长正在改善。On January 6th，单日进入 SOL 生态系统的稳定币供应近 $900 million。当前，SOL 在所有链上在 24-hour 与 30-day DEX 交易量方面领先，且已成为按市值衡量的代币化股票领域的顶级区块链。