Moin Aslam

当前，代币化（RWA）热潮正席卷加密世界，将传统资产以区块链形式重塑，开辟了万亿级别的巨大想象空间。而在这股浪潮的核心，以太坊正扮演着不可或替代的基础设施角色。
恰逢此时，链上数据监测到多位ETH巨鲸地址正在持续增持。这一动向耐人寻味。巨鲸的嗅觉向来敏锐，他们的行动往往被视为对资产未来价值的提前布局。
这二者结合，或许指向一个明确的信号：巨鲸押注的不仅是ETH价格的短期波动，更是其作为“价值结算层”的长期叙事。随着房地产、国债等实物资产大规模上链，以太坊网络的需求、交易费用及生态价值将被极大提升。
可以预见，代币化将是下一轮牛市的核心引擎之一。巨鲸的增持，仿佛在提醒我们：在浪潮之巅，捕获底层基础设施的价值，或许是最稳健的策略。
#代币化热潮 #ETH巨鲸增持
{future}(BTCUSDT)
{future}(BNBUSDT)
{future}(SOLUSDT)

As we approach the end of 2025, Solana's ecosystem remains a hotspot for innovation, drawing investors with its high-speed, low-fee architecture that supports booming DeFi protocols, meme coins, and emerging projects.

In November 2025, on-chain activity has surged, with weekly DEX volumes hitting $29 billion - nearly double Ethereum's - fueled by strong developer engagement and rising TVL (Total Value Locked). This momentum positions Solana altcoins for potential outperformance, especially as market sentiment shifts toward scalable networks amid broader crypto adoption. Crypto investors in the Gulf region, known for their focus on high-growth opportunities, are particularly eyeing tokens with real utility, viral appeal, and community backing.
In this article, we'll highlight top Solana altcoins worth considering before year-end, analyzing their strengths, recent performance, and why they stand out.
Remember, crypto markets are volatile - always DYOR and consider risks like market corrections.
Why Solana Altcoins Are Gaining Traction in November 2025
Solana's appeal lies in its efficiency: transaction speeds up to 65,000 TPS and fees under $0.01 make it ideal for DeFi, NFTs, and memes. Gulf investors, influenced by regional tech hubs like Dubai's crypto-friendly policies, are gravitating toward these tokens for diversification beyond Bitcoin and Ethereum. Key drivers include:

DeFi Boom: Platforms aggregating liquidity and offering high yields.Meme Coin Hype: Viral communities driving short-term pumps.Ecosystem Growth: New projects leveraging Solana's scalability, with TVL exceeding $10 billion in Q4 2025.
Based on recent trends, here are top altcoins on Solana that Gulf investors are considering this November, selected for their momentum, utility, and market potential.
Top Solana Altcoins to Watch
Jupiter $JUP
As Solana's leading DEX aggregator, JUP routes trades across multiple liquidity sources for optimal prices, making it a staple for DeFi users. With recent upgrades enhancing cross-chain swaps and a TVL surge, JUP has gained 20% in November amid increased on-chain volume. Gulf investors see it as a low-risk play on Solana's DeFi dominance.
Raydium $RAY
Raydium combines AMM (Automated Market Maker) with an order book for efficient trading, supporting Solana's meme and DeFi scenes. Its hybrid model has driven record fees ($13M+ daily), and partnerships with new projects position it for growth. Up 15% this month, it's favored by Gulf traders for its yield farming rewards.
Orca ORCA
Orca's user-friendly DEX focuses on concentrated liquidity pools, offering better capital efficiency for traders. With integrations into Solana's NFT and gaming ecosystems, ORCA has seen active user growth, making it a solid pick for long-term holders. November's 10% rise reflects its resilience in volatile markets.
Bonk (BONK)
Solana's top meme coin, BONK leverages community-driven hype with deflationary burns and airdrops. Despite meme volatility, its integration into DeFi (e.g., lending protocols) adds utility. Gulf investors are betting on its viral potential, with a 30% pump in early November amid Solana meme resurgence.
dogwifhat (WIF)
This quirky meme coin, featuring a dog in a hat, has captured attention with strong community and marketing. Built on Solana's speed, WIF benefits from low-fee trading frenzies. Up 25% this month, it's a high-risk, high-reward choice for Gulf speculators eyeing meme cycles.
Popcat (POPCAT)
Another meme standout, POPCAT combines fun mechanics with Solana's ecosystem perks like fast NFTs. Its recent viral campaigns have boosted adoption, with investors in the Gulf viewing it as an undervalued gem for quick flips before year-end.
Mew (MEW)
MEW, a cat-themed meme coin, has gained traction through community events and Solana's meme meta. With deflationary features and growing holder base, it's seen as a contender for November pumps, appealing to Gulf investors seeking meme diversity.
These picks blend DeFi utility with meme appeal, aligning with Solana's strengths and Gulf investors' preference for high-growth, accessible tokens.
Final Thoughts
Before 2025 wraps up, Solana altcoins like these offer diverse opportunities—from stable DeFi plays to explosive memes. With rising on-chain metrics and developer activity, now's the time to research and position. Monitor volumes and news for entry points, but invest wisely.
What's your top Solana pick? Share in the comments!
#Binance #wendy #Solana $SOL

在DeFi领域，代币通缩机制往往是投资者关注的焦点。2025年10月，TRON生态核心借贷协议JustLend DAO正式启动 $JST 回购销毁提案，并迅速获得社区高票通过。目前首轮销毁已完成，市场反应热烈，全网讨论量暴增，孙哥@justinsuntron 也多次转发，社区共识空前高涨。
为什么这个提案能吸引如此多支持？本文将基于最新链上数据，剖析其核心逻辑：从“真实收益驱动”到“生态闭环价值捕获”， $JST 正从治理代币转型为“盈利型股权资产”。
提案细节：首轮销毁落地，通缩节奏清晰
$JST 总供应量为99亿枚，自2023年Q2起100%全流通，无解锁压力。此次回购销毁计划源于JustLend DAO的社区治理提案，于10月18日至21日投票，高票通过后立即执行。
• 资金来源：完全基于生态真实盈利。JustLend DAO累计净收入约5908.7万USDT（包括借贷利差、sTRX质押收益等），加上USDD多链生态超额利润（超出1000万美元部分）。这些资金不依赖外部补贴，而是协议运营的“自产自销”。
• 首轮执行：10月22日，使用1772.6万USDT（占存量30%）在公开市场回购并销毁5.5989亿枚JST，占总供应5.66%。链上交易哈希透明可查（Tx: 471bef34bb013dad46f9f132cd1fbca6bd3de584c54b7190718acd5949d4453d）。剩余4136万USDT已存入JustLend DAO的SBM-USDT市场生息，进一步放大回购潜力。
• 后续节奏：剩余70%资金分四季度执行（每季度约17.5%），直至2026年Q4完成；未来每季度净收入全数注入回购池，形成“滚动通缩”。按当前价格（约0.0366 USDT），总计划可销毁超20%供应量。
这一设计避免了“一锤子买卖”，而是构建了可持续机制。截至今日，JustLend DAO TVL达66亿美元，用户超47.9万，为通缩提供坚实现金流基础。
支持逻辑一：真实收益支撑，告别“空谈通缩”
DeFi项目常喊“通缩叙事”，但多停留在提案阶段，缺乏执行力。 $JST 提案的魅力在于其“现金流现实主义”——每笔销毁都源于生态盈利，而非市场炒作或治理投票。
• 价值捕获闭环：JustLend DAO作为全球前四借贷协议（TVL超68亿USDT）, USDD流通4.76亿USDT，TVL 5.25亿USDT。 生态盈利 → 回购资金 → $JST 销毁 → 稀缺性提升 → 价值回流生态，形成正反馈。相比UNI的“Fee Switch”提案（2021年起讨论至今，仍陷治理博弈）， $JST 已烧完首轮，UNI还在“谈未来”。
• 低风险高确定性：资金透明（链上可查），无流动性迁移隐患（UNI提案或致LP外流4-15%）。社区视其为“盈利性股权代币”，长期持有者受益于生态增长。
• 生态绑定优势： $JST 锚定TRON DeFi矩阵，USDT-TRON发行量830亿USDT，转账活跃账户环比增25%。 这让通缩“自驱型”：DAO收入越高，回购越多，供应越少，单枚价值越稳。
支持逻辑二：市场验证与社区共识，执行力成关键
提案落地后，市场即时响应，社区热情高涨。
• 价格与交易反弹：10月11日提案发布， $JST 从0.02988 USDT反弹至0.034 USDT，涨幅13.7%； $JST /BTC汇率涨13.6%，跑赢BTC。 10月11-23日，CEX交易量飙至4100万USDT，OI从1.2亿回升至1.45亿，多头占比增8%。
投资者支持的核心是“确定性”：在熊市信号频现时， $JST 用行动提振信心。
$JST 的“长期主义时代”已启
$JST 市值不足10亿USDT，却背靠TRON 240亿TVL生态！回购销毁不仅是供给收缩，更是价值重构：从“叙事代币”到“收益代币”。
在DeFi从“概念”向“现金流”转型的2025年， $JST 提案的成功证明：真实执行胜过空谈承诺。持有者不止赌价格，更赌生态的可持续增长。未来，随着季度销毁推进， $JST 或将重塑TRON DeFi格局。
@Justin Sun孙宇晨 @JUST DAO