Solana usa PoH y ejecucion paralela para reducir coste de coordinacion y buscar alto rendimiento. Inflacion SOL, fees, coste de validadores y MEV determinan su sostenibilidad economica.
Investment View
El analisis de Solana cubre PoH, ejecucion paralela, inflacion SOL, quema de fees, costes de validadores, MEV, gobernanza SIMD y reparto de ingresos.
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.