2025-12-29 10:20:50

Solana's performance this year has been truly impressive. $1.7 trillion in DEX trading volume and a $766 million growth in ETF size—what do these figures indicate? Take a closer look, and you'll find the core operational logic of the crypto market behind these numbers.

Let's start with trading volume. Compared to the total annual transaction volume of A-shares, Solana DEX's activity level indeed leads. The key lies in network performance—6.5万 transactions per second throughput, combined with extremely low transaction costs, naturally attracting a large amount of trading demand to this blockchain. This is not just about user preference but also reflects the competitiveness of the ecosystem infrastructure.

The growth in ETF size is even more interesting. Wall Street's entry through this compliant channel indicates that institutional capital's recognition of crypto assets is increasing. But it also means the game rules are changing—when traditional finance gets involved, the advantage space for retail investors is shrinking.

Many people are still chasing the rally now, but the real opportunities might be elsewhere. Notice that the ecosystem itself is what determines long-term value. Whoever can develop truly user-stickiness applications on Solana will be able to secure a position in the next round of competition. Ordinary players, instead of blindly following the trend, should learn to use "ecosystem tools" to hedge risks.

Looking ahead to 2026, the ecosystem competition on Solana will become increasingly fierce. The strategy of arbitraging DEX and hedging with ETFs might be more stable than simply holding tokens for yield. The significance of this data lies in the fact that it marks a shift from retail-driven to institutionally-driven participation in the crypto market. Either upgrade your understanding to keep pace, or be prepared for the market to reprice you.

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NftBankruptcyClub

· 4h ago

Sol has really heated up this time, but brother, I see that most people tracking these numbers are still gambling. The ecosystem is the real key; those who understand are quietly accumulating applications rather than coins. When institutions come in, it means retail investor dividends are over. This time, it's not that simple. Arbitrage ideas sound good, but how many can actually execute them? I just can't figure it out. Wall Street's double-edged sword, watching growth actually means harvesting the last of the fools' money. With such high DEX trading volume, could most of it be wash trading? Haha. The ecosystem applications are the way out. Is it still possible to jump in now and find a good track? Wait, why do I feel like it's another scheme where institutions are cutting retail investors? The rhythm is too strong. Honestly, these numbers look good, but don't be fooled. Only real money can speak.

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SchrodingersFOMO

· 5h ago

Talking about ecosystems, hedging, institutional entry... I've heard it too many times. The ones truly making money never post such long articles. Honestly, everyone knows that Wall Street is coming in to squeeze retail investors' space. 6.5 million trades per second sounds impressive, but it doesn't feel that way when using it. Instead of pondering ecosystem tools, it's better to see if there are projects that are truly alive. Everyone is talking about the 2026 outlook, but I just want to know if next year will again be a slaughter. The next round of positioning will most likely be dominated by those who already have inside information.

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SolidityJester

· 5h ago

Sol's recent surge is indeed impressive, but I believe the true winners are those who have been mining in the ecosystem from the start. Wall Street has entered, and retail investors still want to buy the dip? Dream on, haha. Ecosystem applications are the real key; friends who are still purely holding coins, wake up. DEX arbitrage is much more stable than simply hoarding coins; I’ve grasped this idea. 1.7 trillion in trading volume sounds incredible, but can it last? Or is it just another cycle? When institutions enter, it means the game rules have changed; retail investors' "advantage" is gone. I actually favor those public chains not on Solana; maybe there’s an opportunity to find differentiation. This time, I won’t chase the surge. I’ll honestly focus on researching ecosystem projects.

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StealthDeployer

· 5h ago

1.7 trillion in transaction volume sounds impressive, but those who truly make money are always in the ecosystem application layer, not just chasing numbers. Wall Street's arrival has actually intensified competition. What are retail investors still thinking? Arbitrage strategies are much more reliable than holding coins. I have already started to deploy. When institutions enter, it means the rules need to be rewritten. Not upgrading your understanding will really put you at a disadvantage. ETF growth is good, but don't be blinded by this number. The key is still who can create truly sticky products. Solana is fast and low-cost. If this advantage is not used well, it's really a waste. How will those who chase the rise survive in 2026? The ecosystem is the real king.

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