Cantor：将SOL作为储备策略优于ETH，购买SOL的公司应以溢价交易

2025-06-16 22:48:18

华尔街巨头Cantor首次覆盖Solana生态三巨头：DeFi Development、Upexi和Sol Strategies均获"增持"评级

知名投资银行Cantor Fitzgerald近日发布重磅研报，首次对Solana生态核心企业DeFi Development（目标价45美元）、Upexi（目标价16美元）和Sol Strategies（目标价54加元）给予"增持"评级，引发市场高度关注。

核心观点：由明星分析师Thomas Shinske领衔的研究团队明确指出："SOL金融系企业正在押注链上金融的未来，而Solana将成为首选公链"。报告强调，虽然以太坊仍是Solana的主要竞争对手，但Solana在交易速度、费用成本和扩展性等关键指标上已全面超越，使其成为更优质的金融基础设施选择。

关键数据支撑：研报特别指出："Solana开发者社区的增速已大幅超越以太坊，且这种优势有望持续扩大"。这一趋势验证了Solana在开发者生态建设方面的显著优势，为其长期价值增长奠定坚实基础。

对投资者的影响：

1. 权威机构背书显著提升市场信心

2. 明确目标价提供重要估值参考

3. 技术优势分析降低投资认知门槛

4. 生态发展预判指引长期布局方向

Web3 桌面交易工具

了解币圈信息快人一步

BTC跌破107500美元

BTC falls below $107,500

7x24 快讯

13:30 2025-07-05

Musk's vote on whether to create an "American Party" has ended with 65.4% support

Mr. Musk posted a vote on social media yesterday on the establishment of a new party, the American Party. The current vote has ended. More than 1.248 million accounts participated in the vote, of which 65.4% chose "yes" and 34.6% chose "no".

13:08 2025-07-05

Golden Evening News | List of important developments on the evening of July 5

12:00-21:00 Keywords: Arthapala, founder of 1confirmation, Vitalik Trump said that new tariffs would be implemented on August 1, with a maximum rate of 70%. 2. Xu Zhengyu: Stablecoin reserve assets can only be placed in high-quality and highly liquid assets 3. Suspected Arthapala's three associated addresses recharged 6,789 ETH to Binance again. 4. Ethereum Community Fund: Will push ETH to $10,000, full funding details will be released soon 5.1Confirmation Founder: Will fully support ETH, it may...

12:52 2025-07-05

Looking at stock market movements, the US economy appears to be out of the shock of April. But if you carefully dismantle the "big and beautiful" bill, you will find that the current boom may be masking deep structural risks. Click to view...

12:23 2025-07-05

Cango: Total Bitcoin holdings increased to 3,941.3, currently unsold

Cango, a bitcoin mining company listed on the New York Stock Exchange, said in a statement on the X platform that it produced 120.7 bitcoins last week, the highest weekly output since April. At present, Cango's total bitcoin holdings have reached 3,941.3, and there are no sales transactions yet.

11:59 2025-07-05

Bank of America: emerging market bond fund receives capital inflows for 11 consecutive weeks

Bank of America: EPFR Global data show that in the week of July 2, emerging market debt funds received 3.10 billion US dollars in inflows, marking the 11th consecutive week of inflows. During the same period, emerging market equity funds saw 500 million US dollars in outflows. So far in 2025, the cumulative inflow of 7.80 billion US dollars and Brazil received 915 million US dollars in inflows.

11:54 2025-07-05

Guizhou Renhuai fully launched the Baijiu market special project governance action, and the local sauce and wine industry issued a self-discipline proposal

On July 5th, Renhuai City held a mobilization and deployment meeting on adhering to quality and integrity management to promote the high-quality development of Baijiu industry. Renhuai Wine Association issued a self-discipline initiative to all member units and industry enterprises. The proposal pointed out that at present, Baijiu industry is in a period of deep adjustment, and quality and integrity are the foundation of standing on the market. We must take practical actions to defend the honor ...

11:00 2025-07-05

Cambodia announces agreement with the United States on tariff negotiations

On July 5th, the Cambodian government announced on July 4th that it had discussed a joint statement with the United States and reached an agreement on the framework of a trade agreement on reciprocal tariffs. Details such as tariff rates have not yet been announced. Cambodia revealed that on the morning of the 4th, Cambodian Deputy Prime Minister Sun Chanto and Sarah Ellerman, Assistant Representative for South East Asia and Pacific Affairs of the Office of the United States Trade Representative...

10:52 2025-07-05

Vitalik Buterin: Many institutions value Ethereum because it is stable and reliable and will not go down

Cryptocurrency founders, developers, and some institutional giants gathered at the Ethereum Community Conference (EthCC) in Cannes, France, where institutional adoption of Ethereum is accelerating, with BlackRock, Deutsche Bank, Coinbase, and Kraken all building directly into its orbit. Vitalik Buterin, the co-founder of Ethereum, is in...

10:40 2025-07-05

Immutable: END token TGE has been launched, and snapshot users can now claim tokens

Immutable announced on the X platform that the END token TGE has been launched, and the token application is currently open. Users who have taken snapshots can now receive them. The first quarter rewards will be airdropped before the transaction starts. The token exchange trading function is scheduled to start on July 7 and will be notified 48 hours in advance. According to the previously announced token economics, the total supply of END tokens 500 million, the initial circulation supply is 155...

09:48 2025-07-05

Suspected Arthapala's three associated addresses recharged 6,789 ETH to Binance again.

According to @ai_9684xtpa monitoring, the institutions that have recharged 38,100 ETH to major exchanges in the past six days are suspected to be Arthapala, a suspected pledge and verification service provider, and their other three associated addresses have recharged 6789 ETH to Binance again, making the total amount of ETH transferred to exchanges in the past week increase to 44,889 ETH, worth 113 million dollars.

09:30 2025-07-05

A giant whale transferred 50 WBTC to Binance 2 hours ago, which is about $5.41 million

According to on-chain analyst Ember Monitoring, a giant whale that hoarded 1,495 WBTC at $69,162 last year continued to take profit: The address transferred 50 WBTC (about $5.41 million) to Binance 2 hours ago. At present, the giant whale has sold 773 WBTC (about $74.58 million) at an average price of about $96,481. The address still holds 703.8 WBTC (about $75.95 million).

09:27 2025-07-05

Binance Alpha has launched AIN

The official page shows that Binance alpha has launched AIN (Infinity Ground).

Cantor：将SOL作为储备策略优于ETH，购买SOL的公司应以溢价交易

7x24 快讯

热门资讯

相关推荐