Solana utilise PoH et execution parallele pour reduire le cout de coordination et viser un debit eleve. Inflation SOL, frais, cout validateurs et MEV guident sa durabilite economique.
Investment View
L analyse Solana couvre PoH, execution parallele, inflation SOL, burn de frais, couts validateurs, MEV, gouvernance SIMD et partage des revenus.
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.