This Solana-based RWA project looks interesting—it's bringing physical bullion to the blockchain as the first of its kind on the network, backed by a solid 3M+ USD warchest. On paper, that's a pretty compelling setup compared to some alternatives already out there. The thing is, the market hasn't really caught up yet. There's usually a lag between something launching and mainstream traders actually noticing it. Could be a window here before everything gets priced in.

Ethereum's recent rise actually has some clues to it. By looking at historical patterns, we can see that around New Year's Day is often a foundational rebound window, followed by a correction period after the main trend. Based on this rhythm, my short-term (1-2 months) judgment is: rise first, then fall. But don't rush to be pessimistic. Where is the real opportunity? 2026. There are several key time points in that year worth paying attention to: the World Cup begins, and the sports sector will experience a huge surge, likely becoming the first wealth explosion point of the year. At the same time, the Federal Reserve is expected to start a rate cut cycle in March, which is a major positive for the entire crypto market—liquidity release often catalyzes the ignition of a bull market. From SOL to Bitcoin, the market is brewing a larger-scale rally. Now is actually a good time to lay low. Go long on spot, deploy contracts, and quietly position at low levels in advance, waiting for that wave of true explosion.

At the beginning of 2025, the blockchain ecosystem has undergone new changes. According to the latest on-chain data statistics, Solana successfully topped the list with a fee revenue of $603 million, surpassing TRON's $581 million and Ethereum's $514 million. To be honest, this ranking is a bit unexpected—Solana not only outperformed in fee revenue but also has more than 1.05 million active addresses, with on-chain transaction volume reaching 23.01 billion. In comparison, BNB Chain's fee revenue last year was $259 million, and Bitcoin's was $172 million. In terms of user activity, Solana's performance also far exceeds Ethereum, TRON, and Bitcoin. What does this reflect? On one hand, it indicates that Solana's ecosystem applications are significantly increasing on-chain traffic; on the other hand, it also suggests that users have a strong demand for public chains with low fees and high speed. This round of data comparison is quite interesting.