Solana faces a severe test:

- Current situation: On March 1st, there was a selling pressure of 1 billion US dollars, with a nearly 60% decrease in daily active users. The pub platform may see a market sell-off of over 600 million US dollars in chips. The simd proposal has triggered a crisis of trust among validators. The Mimi craze has receded, with a 57% decline in 40 days, making it the leading decliner. The dead cross between on-chain fund flows and market selling pressure has formed, with a net outflow of 5.97 million sol from the staking pool, the largest single-week capital outflow since Q4 2024. The daily active addresses plummeted from 8.78 million to 3.71 million, with a user retention rate of 42%. 63% of on-chain trading volume comes from arbitrage bots, and the five major whales sold 2.09 million sol in a short time (about 317 million US dollars).
- Response Strategy: Solana Foundation launches Developer Incentive Program 2.0, zk rollup integration roadmap, and concentrated burning mechanism.
- Key to breaking the deadlock: maintain a pledge rate above 65% (requiring an additional capital inflow of $800 million), daily active users surpassing 5 million (relying on the outbreak of the gffisosufi track), control the rate of smashing the market to stabilize the inflation rate, otherwise, the story of the 'Ethereum killer' will be difficult to continue #加密货币战略储备# #XRP市值超越USDT# #荣誉积分抽奖，赢MacBook Air和周边#