RT Solar (Solana中文社群) (@Solana_zh)Solana 经历有史以来最繁忙的一周🔥🔥🔥以下是过去一周要闻汇总：- Solana Q3营收达2.22亿美元，领跑所有主流公链，实现连续四个季度霸榜；- @doublezero beta主网上线，构建金融新网络；- @orogoldapp 推出1:1锚定黄金的代币化资产；- @moonbirds 将在Solana上推出 $BIRB 代币；- Solana原生资本流动性层 @keel_fi 上线，为DeFi、RWA及代币化资产注入25亿美元流动性；- @addicteddotfun 推出颠覆性模拟游戏；- @solsticefi 发布Delta中性稳定币 $USX ，首日供应量达1.66亿美元；- @phantom 推出新稳定币CASH，即将接入Stripe全球商户网络；- @circle 推出的USYC登陆Solana代币化货币市场基金，收益直接反映在代币价格；- @brexHQ 即将支持稳定币支付，首发集成Solana；- @LoopscaleLabs 存款从4,500万美元升至1.04亿美元；- @joinrepublic 计划将 @a ...

Group 1 - The cryptocurrency market has over 10,000 coins, but only 40 public chains possess independent technology and blockchain link facilities, indicating a low ratio of viable projects [1] - Developing a public chain typically requires 3 to 5 years and must overcome several core challenges, including consensus mechanisms, smart contract vulnerabilities, and node synchronization [1] - To evaluate a project's legitimacy as a public chain, it must meet five criteria: having a mainnet, a blockchain explorer, an independent wallet, a mining mechanism or clear incentive structure, and open-source code [1] Group 2 - Bitcoin's price is currently focused on breaking and stabilizing above $110,000, with a secondary target of $115,000 if successful, while support is noted at $105,000 [3] - Ethereum is fluctuating between $3,950 and $4,000, with key support levels at $3,900 and $3,850 [3] - Many altcoins are showing signs of potential movement, suggesting opportunities for investment in promising projects [3]

Market Trends & Industry Dynamics - Upbit, South Korea's largest exchange, launched GIWA chain, signaling strong South Korean support for public chains [1] - South Korean President Lee Jae-myung pledged to build a Korean Won-pegged stablecoin system [1] - The combination of public chains, stablecoins, and exchanges represents potentially high-profit areas in the cryptocurrency space [1] Key Players & Projects - Kaia, a South Korean tech giant's public chain, is actively pursuing various initiatives [1] - Native USDT is available in South Korean tourist locations, supporting cash exchange and transportation card services [1] - SuperEarnX, a Kaia-incubated stablecoin product offering interest from DeFi, Delta-neutral strategies, and on-chain treasury & RWA, is open for registration [1]

Industry Overview - The stablecoin public chain arena is heating up, signaling an impending payment war [1] - Participation requires significant strength and resources [1] Key Players - Paradigm's stablecoin public chain, @tempo, is a notable contender [1] - USDC's associated project, @arc, is another player to watch [1] - USDT's associated project, @stable, is also in the mix [1] Investment Opportunities - The industry suggests exploring various participation angles, including public offerings, airdrops ("撸毛"), or other strategies [1]

刚刚在外面，看到消息，手速快立马开了一个 $bgb上次没仓，这回有仓了，怒赚猪脚饭这次先看8U，再看10U https://t.co/CR30w8Api9Bitget中文 (@Bitget_zh):🔥BGB升级为Morph公链代币，2.2亿枚一次性销毁！🚀Bitget与消费级公链Morph达成独家战略合作，加速BGB链上应用与生态扩展！ BGB将成为Morph生态的Gas币与治理代币，同时继续在交易所、钱包等生态中支持Launchpool、手续费折扣等功能。合作亮点： https://t.co/bHRSQE6cb6 ...

Project Recommendations - Recommends several potential "Looming" projects, suggesting opportunities for early participation [1] - Highlights projects with significant funding, such as one with $85 million (85 million USD) in funding [1] Specific Project Details - Suggests participation in an Amber-incubated project, noting off-exchange points valued at $20 (20 USD) each [1] - Mentions a 0G Galaxy task with substantial financing [1] - Points to a project, @SentientAGI, with a Discord activity for obtaining DC roles and Galaxy tasks [1] - Notes that USDC is launching an L1 public chain with a Q3 public testnet launch [1]

Market Trends & Competition - Payment and RWA are currently focused on Ethereum, but traditional giants and crypto giants will likely develop their own public chains instead of relying on existing ones [1] - Stripe and Paradigm collaborated on Tempo, Circle developed Arc, and Tether created Plasma, indicating a trend of companies building their own payment solutions [1] - The payment sector holds significant potential, but companies are inclined to develop their own solutions [1] Ethereum Ecosystem & Investment - Ethereum's recent price surge is driven by capital flow rather than actual ecosystem development [1] - Vitalik Buterin's influence has decreased, and the Ethereum Foundation's selling of assets has had little impact [1] - There are concerns about how much of the payment market share Ethereum can capture if companies develop their own solutions [1]

Strategic Focus & IPO Preparation - OKX's primary focus is pursuing a US IPO [1] - The announcement addresses historical issues related to OKB [1] - The upgrade is considered beneficial for OKX, XLayer, and OKB, potentially accelerating the IPO process [1] OKB & XLayer Upgrade - The upgrade aims to weaken the perception of OKB as solely a platform coin, repositioning it as a public chain coin [1] - XLayer upgrade includes TPS increased to 5000 and near-zero Gas fees [1] - XLayer focuses on DeFi, global payments, and RWA, expanding application scenarios [1] - OKB becomes the sole Gas & Native Token for XLayer, with 65.25 million OKB tokens burned and a fixed issuance of 21 million [1] Product & Technology Integration - OKX prioritizes product and technology development over asset management [1] - XLayer integrates OKX Wallet, Exchange, and Pay [1]

Market Trends & Industry Dynamics - Circle's financial report reveals long-term investments including Sei, a Layer1 public chain [1] - Nansen data indicates Sei's on-chain activity ranks among the top ten public chains [1] - The launch of USDC on Sei is expected to further increase Sei's on-chain activity [1] Investment Opportunities & Potential Risks - Sei has a substantial amount of native USDC minted on its chain, exceeding 160 million USDC [1] - The 160 million USDC minted on Sei surpasses the USDC reserves on Polkadot, Tron, and Algorand [1] - Industry analysis suggests Sei is a well-performing Layer1 public chain [1]

Blockchain Overview - Blockchain technology has evolved from a single peer-to-peer electronic cash system to a diversified public chain ecosystem since Bitcoin's inception in 2009[4] - Major public chains differ in consensus mechanisms, transaction processing speed (TPS), scalability solutions, security priorities, decentralization levels, and interoperability, influencing their unique positioning in various applications[4][5] Key Public Chains - Bitcoin, using Proof of Work (PoW), has a TPS of 7 and a DeFi Total Value Locked (TVL) of $6.9 billion, focusing on value storage but lacking smart contract capabilities[3][4] - Ethereum transitioned to Proof of Stake (PoS) in 2022, achieving a TPS of 14-30 on the main chain and a TVL of $83.6 billion, but faces high gas fee volatility[3][4] - Solana combines PoS and Proof of History (PoH) for a theoretical TPS of 65,000, with actual performance around 2,000-4,000 TPS and a TVL of $9.8 billion[3][4] - Cardano employs a DPoS mechanism with a TPS of over 250 and a TVL of less than $0.1 billion, emphasizing sustainability but experiencing slow development[3][4] - Polkadot's NPoS mechanism supports approximately 1,500 TPS, focusing on interoperability with no reported TVL[3][4] - Avalanche, using PoS, achieves over 4,500 TPS and has a TVL of $1.9 billion, known for its flexible subnet design[3][4] - Cosmos aims for blockchain interoperability with a theoretical TPS exceeding 10,000, but has no reported TVL[3][4] - BNB Chain, with a TPS of 100+, has a TVL of $69.5 billion, but faces centralization risks[3][4] Future Outlook - The blockchain development space is vast, with a trend towards multi-chain coexistence expected to reshape finance, technology, and society[16] - Ethereum is likely to maintain its dominance in the short term, but innovations from other platforms pose significant challenges, with interoperability and sustainability becoming focal points in competition[16]