Why we bet$SOL SOL and its ecosystem AI and DePIN

As investors, we pay close attention to the overall potential market of TAM (Total Addressable Market) of a track.#bnb历史新高

From the perspective of traditional public chain innovation, there are four directions that are the prelude to this round of application explosion: AI, Depin, RWA, and Gamefi. I have always advocated that this cycle will be an era of thin protocols and fat applications, and top applications like WeChat, Alipay, and Faceboook will be born. However, there are still many public chains that are building their own protocols or modular solutions, which are actually one step behind. Many times, when we have investment research meetings and brainstorm, we often discuss whether we need so many L2s, so many modular layers, and so many pledge logics?

Perhaps we should provide application developers with a more concise solution, a convenient SDK or API interface, and a spacious and flat runway with good scalability, superior performance, and complete functions, so that these passionate young people can start their wild imagination and creativity, rather than letting them choose between various protocols, suffer from difficulty and constantly make mistakes. At the same time, the rich applications will also feed back the traditional Internet market to introduce traffic to the Web3 field.

#SOL did not choose more solutions, but focused on its L1, providing a complete infrastructure, which naturally attracted a large number of application builders.

And#AIand#Depinare giving wings to #SOL's price-to-dream valuation.

The current valuation of#AIin the overall Web3 field is less than 23 billion US dollars. The largest market capitalization is $TAO, MC 3.6 billion US dollars, FDV 12 billion US dollars, and#Messariestimates that by 2030, the overall market capitalization of#AIin the Web3 field will reach 2.8 trillion US dollars, a full 121 times growth.

#Depin's current valuation in the overall Web3 field is just under $40 billion (part of which overlaps with #AI), and it is estimated that by 2028, it will reach $3.5 trillion, a full 88-fold growth.

Currently, the leaders of the mainstream#AIand#Depintracks are all building or migrating on the#SOLchain.


Why? Because of#SOLchain performance and perfect infrastructure.

1.#AIand#Depinshould prioritize high throughput and low fees, especially for large-scale small payments to incentivize contributors. Sol Chain currently has a regular TPS of around 5,000, and can theoretically handle 50,000-65,000 TPS on the mainnet, a feat that puts it in line with traditional global payment networks such as Visa. With the mid-term#Firedancerupgrade in 24 years, the TPS is expected to be 600,000-1,000,000 TPS, which should be the first among public chains running smart contracts.

2. Strong token standards and ecosystem: A vibrant ecosystem with a proven DEX, as well as established standards such as cNFT (compressed NFT provides NFT minting for#HNTmillion hotspots at a cost of only 5SOL), pNFT (programmable NFT), token extensions, etc., providing the basic components for the development and launch of#AIand#DePINprojects.
Examples (there are many more, only some are listed):

SPL Token Standard and Token Extensions: Token Extensions are the next generation of the SPL (Solana Library) token standard with advanced features such as confidential transfers, transfer pegs, transfer fees, non-transferable tokens, interest-bearing tokens, and more.

The GetCode protocol can realize large-scale micropayments in the DePIN project.
Oracles and Interoperability: Oracles are an important source of truth for off-chain asset data. Solana has two main oracles - Pyth and Switchboard, and cross-chain messaging protocols like Wormhole facilitate cross-chain interoperability.

3.Solana Mobile: Solana is unique in that it has its own mobile phone, demonstrating its commitment to ecosystem application integration. Solana Mobile 1 already has a user base of 20,000, while Solana Mobile 2 has over 50,000 pre-orders. Many SOL applications will be integrated into it, including a free trial of the#HNT5G network,#SHDWpersonal cloud storage (similar to Dropbox), etc.

4.Solana Foundation + Multicoin

@multicoincap

:The value experience brought to traditional users in the era of fat applications provides many beautiful ideas and uses practical actions to invest in large-scale related application fields.

At the same time, while building huge applications, the public chain will have an ecological feedback to itself, strengthen itself, form a positive flywheel reinforcement, and generate strong barriers.

1. Huge user traffic: Projects like Helium have greatly increased the number of active wallets. Helium alone reports over 60,000 monthly active wallets participating in activities such as claiming, staking, delegating, or burning tokens, and over 30,000 wallets using other SPL programs, which highlights the impact of Helium on the Solana ecosystem.

2. Legitimacy and Brand: From a regulatory perspective, DePIN demonstrates Solana’s practical applications and value to regulators and policymakers, enhancing its legitimacy and brand.

at present $SOL As a label of the US public chain, it has been deeply rooted in the hearts of the people, especially in the minds of the first-tier and second-tier capitals in the United States. This status will gradually deepen with the explosion of the fat application era. In this cycle,$SOL SOL is going to be a blast!

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