💬观点:尽管“山寨季”暂未到来,但机构投资者已开始增持 $SOL Coin Bureau 联创 Nic Puckrin @nicrypto 在 X 平台发文表示,目前距离所谓的“山寨季”还有很长的路要走,当前山寨币市场的现货交易量仍低于 2025 年 1 月和 2024 年 3 月的水平,也远低于 2021 年的水平。 不过一些机构已开始在“山寨季”到来之前增持 $SOL ,比如 DeFi Development Corp 的 SOL 持仓规模已突破 1 亿美元、SOL Strategies 近期也增持超 12 万枚 SOL,此外 Solana 链上新晋开发者增长量刚刚超过以太坊,同比增长 83%,开发者们正在选择 Solana,目前 65%的 SOL 被质押,未平仓合约也在上升。
Wen Altseason? We have a looong way to go before we see the same levels of interest in alts that we saw in previous rallies. This chart is quite striking: Altcoin spot trading volume. We are below Jan levels, below March 2024 levels and miles below 2021 levels.
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