@zhaotianming
ARK Invest's Q3 2025 report highlights Solana's $223M real economic value (REV), leading all blockchains amid an 83% industry decline. This bullish signal drove modest SOL price gains, holding ~$217 with a 5-7% uptick post-report, tempered by broader market volatility. Long-term, it bolsters investor confidence, potentially adding 10-15% valuation uplift via enhanced DeFi traction.
Solana DeFi activity surges: TVL hit $13B ATH, up 50% QoQ, led by Jupiter ($4.19B) and Kamino ($3.1B). Protocols show robust volume, with Q3 DeFi TVL at $237B globally.
Competition: Solana edges Ethereum in speed/yield (8% vs 3.5% staking), capturing DeFi liquidity share, but ETH leads developers (31k vs ~16k). Solana may flip ETH by 2030.
0 reply
0 recast
0 reaction