$SOL In the Bear Cycle: Is Long-Term Deployment Worth It?

You said: $SOL 这一轮熊市值得抄底布局吗??? 先说一下,我为什么看好SOL的基本逻辑

SOL这一轮牛市能获得几十倍涨幅最主要的原因是吃准了注意力经济 + 情绪消费这一代人的需求。

未来很大概率不是人人都去 DeFi 搞复杂金融,而是 Meme、社交、轻应用此起彼伏。 当人类不再为生存本身焦虑,反而更愿意为情绪、梗、身份和参与感买单,而区块链恰好给“一个梗”装上了金融化的引擎。

而目前最适合承载这种东西的,就是 Solana。

SOL链的技术上它就是为短、频、快设计的

高 TPS、低 Gas、并发优先,交易体验更接近 Web2,高频小额交易几乎无负担,这一点对 Meme 是刚需。 更重要的是,SOL 已经跑出了文化先发优势——社区里真的有人在不断造梗、传播、参与,这种氛围一旦形成,很难被复制。

AI 的崛起反而会强化这一点

AI 越多替代人的生产,人就越有时间参与创作、传播和投机,Meme 的土壤只会更肥。

当然也不能光看SOL好的一面,SOL 的隐患也必须说清楚:它确实更中心化。

节点门槛高、硬件要求极高,验证权集中在少数节点和服务商手里;客户端、RPC、排序层都有集中风险。 这是 Solana 换性能必须付出的代价,一旦基础设施出问题,影响是整条链级别的。

所以综上所述,我认为这一轮熊市,SOL仍然可以分批抄底布局下一轮牛市,价格回到50附近,就是定投的区间,并不指望SOL能跌到2022年熊市的个位数。

未来牛市大概率还有一轮 Meme + 情绪牛市,

Solana 一定不会缺席。 Based on the content of the above article, write 1 new article in Vietnamese

ChatGPT said: Below is a new article in Vietnamese, keeping the core thesis of the original article but expressing it coherently – sharply – with more depth, suitable for posting market analysis or community sharing: $SOL in a bear cycle: is it worth the long-term layout? The question “Is SOL worth buying in a bear market?” is not actually a question of price, but a question of Solana’s role in the next cycle. If you look back at SOL’s recent strong growth cycle, it is easy to see that the biggest driving force does not come from the complex DeFi, but from Solana’s embrace of the attention economy and emotional consumption of the new generation. What did Solana win thanks to? The current generation of users is no longer excited about complex, hard-to-use financial products. Instead, they’re willing to pay for: MemesCommunity CultureDigital IdentityEngagement and a sense of “belonging” Blockchain, from this perspective, is no longer just a financial infrastructure, but an engine of emotional financialization. And Solana is the best blockchain to do that. Solana was born for “short – fast – much” Technically, Solana is designed around: High TPS, ultra-low transaction feesStrong parallel processing The user experience on Solana is closer to Web2 than any other major chain today. For memes – where trading is small, high-frequency and viral – this is not a “plus”, but a condition of survival. More importantly, Solana has formed a cultural advantage early. In the community, there are always people who create memes, go viral, participate and speculate. Once this culture has taken root, it is very difficult to replicate, even if other chains have comparable technology. AI Doesn’t Kill Meme – AI Feeds Meme The explosion of AI does not weaken this thesis, but, on the contrary, amplifies it. The more AI replaces humans in manufacturing labor, the more time humans have for: CreativityEntertainmentSpreading ContentEmotional Speculation Memes, after all, are the product of free time and the need to express themselves. In this context, the Solana ecosystem – where memes are created, traded, and amplified extremely fast – only has more living ground. The unavoidable downside of Solana Of course, you can’t just look at the positives. Solana clearly trades decentralization for performance: Very high node hardware requirementsCentralized validation on a number of large validatorsClients, RPCs, transaction arrangement layers all exist centralized risks This means: if the infrastructure fails, the impact will be the whole chain, not a local incident. This is the price Solana accepts to achieve a Web2-like experience. Conclusion: The Right Strategy for SOL in a Bear Market Summing up both the opportunities and the risks, my personal opinion is: In the current bear cycle, SOL is still worth gradually arranging for the next bull cycleThe price zone around $50 is the right zone for DCA to expect SOL to return to the single-digit price level like the 2022 bottom The next bull cycle will most likely still be: Meme + emotion + speculative cash flow And if that scenario happens, Solana will certainly not be absent.

SOL1,51%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)