Solana kicks off 2025 with “telling” numbers:
• TVL: ~9 billion USD
• Circulating stablecoin: 11.8 billion USD
• Daily active users: 5.5 million
• Transaction fees in 24h: 1.75 million USD
• Revenue from DeFi app (24h): 6.91 million USD
• DEX volume (24h): 2.77 billion USD
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👉 Leading projects in the Solana ecosystem:
• Jito – Staking + MEV, TVL 3 billion USD
• Jupiter – DEX aggregator, extremely high volume
• Kamino – Lending + yield strategy
• Raydium – Veteran DEX, spot nearly 880 million USD/day
• Marinade & Sanctum – Liquid staking + liquidity infrastructure
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👉 Notable trends:
• MEV staking continues to grow rapidly (Jito leads)
• Rapidly expanding stablecoins, USDC dominates
• DeFi is growing steadily, large volume
• Network activity “tight”: 5.5 million addresses daily, extremely low fees
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👉 Tokenomics of SOL:
• Current inflation: ~4.53% (decreasing annually)
• Transaction fees: 50% burned, 50% paid to validators
• Total supply: ~600 million | Circulating supply: ~520 million
• Allocation: Community accounts for ~35%, the rest divided among devs, funds, seed,…
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👉 Compare JitoSOL and BNSOL:
1. Yield (APR):
JitoSOL currently has a yield of about 7.16%, higher than Binance's BNSOL, which is about 6.65%.
2. Reward sources:
JitoSOL generates profits from both traditional staking and MEV (Maximal Extractable Value). Meanwhile, BNSOL relies solely on staking from validators operated by Binance.
3. Liquidity:
JitoSOL can be traded flexibly on DEXs like Jupiter, Orca. In contrast, BNSOL usually has to wait about 4 days to withdraw SOL or trade directly on Binance.
4. Risks:
JitoSOL carries risks related to smart contracts and token price volatility. BNSOL has less technical risk but is dependent on Binance – which carries centralized (CeFi) risks.
5. DeFi support capability:
JitoSOL is integrated with many DeFi protocols such as Kamino, Solend,… Meanwhile, BNSOL is less supported outside of Binance's ecosystem.
Conclusion:
JitoSOL is suitable for users who want to maximize profits and deeply engage in Solana's DeFi ecosystem, but must accept higher risks.
BNSOL is suitable for casual users, prioritizing convenience and relative safety.
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👉 Compare Solana and Ethereum:
1. Transaction fees:
Solana has extremely low costs, only a few thousand cents per transaction. Ethereum often has higher fees, especially when the network is congested.
2. Transaction processing speed:
Solana processes transactions extremely quickly (~400ms per block), while Ethereum takes an average of about 12 seconds to process one block.
3. DApp and DeFi ecosystem:
Solana is rapidly developing with a multitude of new projects, particularly in DeFi, memecoin, and gaming. Ethereum has a more stable ecosystem, focusing on financial applications and large organizations.
4. NFT and memecoins:
Solana is currently very vibrant, attracting a young community, memecoins, and new art projects. Ethereum is stagnating in this area but still leads in the value of major NFT collections.
5. Staking yield:
Solana often offers higher APR, especially when staking through solutions like JitoSOL or Marinade. Ethereum has lower yields, and the staking process requires higher technical know-how.
Conclusion:
Solana is suitable for individual users, investors seeking high yields and fast, smooth experiences. Ethereum is a sustainable, reliable choice for organizations and investors prioritizing security and decentralization.
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👉 Investment perspective:
• Prioritize high yields, like experimenting with new DeFi → Choose Solana
• Prioritize stability, long-term security → Stick with Ethereum
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✅ Conclusion:
Solana is an attractive choice with high performance, low fees, and a dynamic ecosystem.
Ethereum remains a solid, trustworthy, and hard-to-replace platform.
Everyone has their own risk appetite – choosing a blockchain is like choosing an investment style.
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⚠️ Note: This is a summary of information, not investment advice. Please consider carefully before making a decision.
