刚看见 Virtual @virtuals_io 去 @solana 的第一反应其实是觉得——感觉不是一步好棋，但仔细一解读又觉得不一定是坏事 👉 坏处： - $Virtual 本来定位是 base 龙头，承载一部分交易 base 发币前的市值预期，这一预期将在去 sol 之后变味 - 去 solana 本身，我并不觉得能增加收入，pumpfun 已经很牛逼，又有 @HoloworldAI 这样的原生 Sol AI Agent 框架，sol 上的赛道还是比较拥挤 👉 好处： - 引入最大的流动性来源 - 拥抱新钱，拥抱印进来的天量流动性 当然，到底是利空还是利好还是要看更长期一些的价格表现才知道，我个人目前有较多 #VIRTUAL 生态 agent，所以对这一消息整体保持中性乐观，这对于我手上很多生态 agent 比如 $FREYA $TAOCAT 等等，来说都不算一件坏事 中文版的具体解读—— 🔹 Meteora 池上線： - 即將在 Solana 推出專屬的 Meteora 池 🔹 戰略 SOL 儲備 (SSR)： - 1% 的交易費用將轉換為 Solana 的 native token $SOL 形成專屬儲備，用於激励生態系統 🔹 交易對一致性： - AGENT/VIRTUAL 交易對將在 Solana 保持一致 扩展公告原文： https://t.co/eAax9s09F6 --- I just saw that Virtual @virtuals_io is going to @solana, and my first reaction was – it doesn’t seem like the best move. But after thinking it through, I feel it might not be bad. 👉 Cons: - $Virtual was originally positioned as the leading project on Base, with some market cap expectations before Base's token $BASE launch. After moving to Solana, this expectation might get distracted. - I don’t think moving to Solana will necessarily increase revenue. Pumpfun is already very strong, and with @HoloworldAI and other native Sol AI Agent frameworks, the Solana space is quite crowded. 👉 Pros: - It brings in the biggest liquidity source. - It embraces new money and massive liquidity influx. Of course, whether it’s a bearish or bullish move will depend on longer-term price performance. Personally, I have a lot of #VIRTUAL ecosystem agents, so I’m overall neutral-to-optimistic about this news. For many of the ecosystem agents I hold, like $FREYA, $TAOCAT, etc., it doesn’t seem like a bad thing at all.