jakiro
Author: Haotian; Source: X, @tmel0211
Let’s talk about a few observations about Solana Breakpoint 2025:
1) Firedancer mainnet is online, which means that Solana has finally caught up with Ethereum’s multi-client strategic layout.Different from clients such as Agave and jito, this is Solana’s truly completely independent second set of verification clients, which can reduce the risk of Solana network shutdown due to client bugs and take another step towards decentralization.
But Firedancer is just an appetizer. For a truly intuitive Solana network performance upgrade, we have to look forward to the Alpenglow consensus protocol that will be launched in Q1 of 2026;
2) SIMD-0370 protocol upgrade, although the community is controversial that raising the hardware threshold will lead to centralization, this is exactly Solana’s technical route, and everything prioritizes performance.In contrast, the Ethereum Fusaka upgrade took exactly the opposite route, continue to lower the threshold for verification, and take the inclusive route where everyone can participate in verification.Who is right and who is wrong?In fact, they are both correct, they just have different tendencies..
JPMorgan Chase’s 50 million commercial paper and Kazakhstan’s national adoption seem to verify the feasibility of its route;
3) Launch of Light Token standard, this standard account allocation cost is 200 times lower than SPL tokens.Previously, each Solana token account needed to lock a certain amount of SOL as rent, which was permanently locked in the account.Let’s assume a scenario. If a large chain game wants to distribute 100 prop tokens to 100,000 players, according to SPL standards, more than 20,000 SOLs may be locked. Who can withstand such a high cost?
Perhaps Light Token’s cost compression is to solve this high-frequency small-amount scenario.(Game props, NFT fragmentation, UGC assets) existing network cost issues;
4) The total amount of Solana stablecoins is nearly 16 billion. Although it is still far behind Ethereum, Circle recently minted another 500 million USDC on Solana. Jupiter officially announced that it would cooperate with Ethena to promote JupUSD. Streamflow’s USD+ was also launched at this node.It seems to mean that Solana is determined to gnaw on the hard nut of stablecoin scale, which indirectly means that DeFi protocols such as Jupiter, Kamino, and Drift will also start to exert force.
5) The winning projects of Solana Hackathon are very interesting.MCPay directly connects MCP and x402 protocols, and the narrative of the payment track cannot be disputed; Unruggable native hardware wallet has participated in 4 times and won the championship. Real consumer-grade track wallet security seems to be a real need; Yumi Finance’s main on-chain buy now, pay later, will it be a new beginning for the on-chain credit system?Autonom made its debut with a professional RWA oracle, verifying that institutional-level infrastructure is rapidly improving, etc.
above.
If you summarize it further, you will find that Solana does not overemphasize a single breakthrough for every major node. It seems that the technical backend, cost optimization end, user experience end, capital introduction end, and developer active end can always be taken care of.
