Solana nutzt PoH und parallele Ausfuehrung, um Koordinationskosten zu senken und hohen Durchsatz zu erreichen. SOL Inflation, Fees, Validator Kosten und MEV praegen die Nachhaltigkeit.
Investment View
Die Solana Analyse behandelt PoH, parallele Ausfuehrung, SOL Inflation, Fee Burn, Validator Kosten, MEV, SIMD Governance und Ertragsverteilung.
Solana has evolved from a high performance L1 based on Proof of History, Proof of Stake, and Tower BFT into infrastructure for internet capital markets, payments, and crypto applications. Its maturity is supported by high activity and app revenue, while the split between L1 fee capture and application-layer value remains the key economic question.
Investment View
Assess Solana through PoH, Tower BFT, payment and capital market use, active addresses, transactions, fees, and app revenue.