2026-01-08 03:31:27

Solana's recent performance is indeed worth paying attention to. On-chain data shows that the number of active addresses has increased from 3.38 million to 3.86 million, indicating that user activity on the network is continuously rising. Even more interestingly, the total value locked (TVL) in the DeFi ecosystem has surpassed $9 billion, meaning more and more funds are willing to participate in various DeFi applications on Solana.

The revenue performance of ecosystem applications is even more impressive. Growth in DeFi protocols, stablecoins, and tokenized stocks on the network has been rapid, with application revenue increasing by 46% year-over-year. Seven applications have already reached annual revenues in the billions, and some relatively smaller projects have generated $500 million in revenue, demonstrating the real-world commercial value of the Solana ecosystem.

At the capital level, changes are also happening. Recently, Solana ETFs attracted approximately $800 million in capital inflows, reflecting rising recognition from traditional finance for this blockchain. Correspondingly, the price of SOL rebounded from $120 to around $140. Although short-term fluctuations are inevitable, the ecosystem data and capital flows suggest that Solana's fundamentals are gradually strengthening.

Overall, the increase in on-chain activity and capital inflows create a positive feedback loop, and this dual-driven momentum could impact SOL's long-term performance. If this trend continues, the Solana ecosystem may see new opportunities emerge by 2026.

SOL2,13%

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.

14 Likes

Reward
14
8
Repost
Share

Comment

0/400

TideReceder

· 01-11 01:34

9 billion locked-up tokens really took off, I can't hold my SOL anymore... --- ETF entry is different, traditional finance is really recognizing this chain, it's quite interesting --- The number of active addresses is increasing so much, it shows it's not just a bubble, people are really using it --- 46% growth in application revenue? Wow, now that's what I call an ecosystem --- Rebounded from 120 to 140, but I still want to wait and see, short-term volatility is too intense --- Seven billion-level applications, even small projects have 500 million in revenue... this scale is definitely different --- Dual-wheel drive sounds very sexy, but 2026 is still far away, let's see how this year goes first --- DeFi locked-up assets surpass 90 billion, this time it's not just hype, the data is right here --- The real question is whether this momentum can be maintained, there are too many lessons from history --- Fund flow speaks for itself, $800 million is not a small number, the main players are moving

View OriginalReply0

MissedAirdropAgain

· 01-08 04:01

This wave of SOL is really stable, but I'm still a bit hesitant... 3.86 million active addresses sound impressive, but no matter how high the TPS is, it can't withstand issues. A one-month lock-up of 9 billion can shrink by 30%, which is a bit虚. ETF inflows are good, but when large funds come in, retail investors should start to exit. You get the套路, right?

View OriginalReply0

WenAirdrop

· 01-08 04:01

This time, SOL really benefited, with active addresses increasing so much. When traditional finance enters, you know how compelling the story is.

View OriginalReply0

NftRegretMachine

· 01-08 03:59

Sol this time is really different. The rapid increase in active addresses is something I haven't seen before. Honestly, watching 9 billion DeFi locked positions is satisfying, but I'm just afraid of a sudden crash. Wait, there are seven applications with annual revenue of over a hundred million? This data might be a bit exaggerated. ETFs have invested 800 million, traditional capital is finally interested in Sol. It's at 140 dollars now, and my 120-dollar position is laughing to death. Opportunity in 2026? Bro, your prediction is a bit too far... But on the other hand, this ecosystem data is indeed quite interesting, no lies.

View OriginalReply0

failed_dev_successful_ape

· 01-08 03:59

This move by SOL really has some potential, but a locked amount of 9 billion still feels too little. It's far behind compared to Ethereum.

View OriginalReply0

RugpullAlertOfficer

· 01-08 03:55

sol this wave has really taken off, 9 billion TVL is no joke Is Solana going to make a comeback? I remain skeptical, what about the previous promises 800 million in funds flowing in sounds like a lot, but could it be a trap again? Wait, 700 million-level applications? I haven't heard of them 140 dollars still seems undervalued, let's look higher By the way, could these numbers be just marketing hype? Who can verify them? 46% year-over-year growth sounds good, but what about the details?

View OriginalReply0

Krypton88

· 01-08 03:50

active to get ruggpull lmao!!!

Reply0

AlphaWhisperer

· 01-08 03:50

SOL's recent data is definitely telling a story, but honestly, I'm more concerned about whether we can sustain this momentum... 800 million in capital inflow sounds great, but a black swan event could reverse it all in minutes. Can the 9 billion TVL hold steady? It feels like we've been hyping this up for years. However, the 46% growth in ecosystem application revenue is quite tangible. The increase in applications earning over a hundred million annually indicates that money is truly flowing. The entry of ETFs is indeed a signal, but the question is whether traditional finance will suddenly change its mind... At the 140 price level, it still feels like we haven't stabilized yet.

View OriginalReply0