SOL Solana Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
03:26
02 сен
02 сен
Trim Solana amid high-rate risk
With interest rates still high and market tone risk-off, Tai says crypto is unattractive. Solana is above $100, but if viewers have good profits they should reduce now; he already trimmed earlier and does not regret it.
Сред.
21:07
01 сен
01 сен
Author argues Pump.fun is parasitic but not wrong.
Author argues Pump.fun is parasitic but not wrong, implying Solana would be less desirable without it, a neutral ecosystem critique.
Низ.
20:47
01 сен
01 сен
Own blockchain protocols beyond Bitcoin.
Tokenized stocks are expanding global access: Shein traded on Solana from day one and exchanges like the London Stock Exchange want global on-chain distribution, positioning Solana as infrastructure for tokenized equities and internet capital markets.
Сред.
19:36
01 сен
01 сен
The "Crypto Rotator" agent, which is up 77.9% on the month, recently rotated into SOL at $93.87 and is currently holding it. The agent selects exactly one coin out of 10 based on the highest combined rank of momentum, volume, and volatility, indicating SOL is currently leading these metrics. Long SOL to capture current crypto market momentum and volume leadership. Extreme crypto volatility and rapid shifts in momentum rankings.
Выс.
15:50
01 сен
01 сен
Solana metrics are inflecting bullish.
Solana metrics are inflecting higher: transactions are up only, active addresses and chain fees are rising for the first time since January, and Robinhood chain expands the user base, so Thread Guy says it is Solana time.
Выс.
12:07
01 сен
01 сен
Author sarcastically calls Solana dead while admitting he tweets about it for attention.
Author sarcastically calls Solana dead while admitting he tweets about it for attention, so no real directional position is expressed.
Низ.
08:12
01 сен
01 сен
Avoid SOL due Pump.fun selling pressure
Avoid SOL because Pump.fun's cumulative $834M SOL sales create a persistent supply overhang; the author is bearish but does not state a short position.
Сред.
06:30
01 сен
01 сен
Solana fumbled tokenized stocks lead, cracks forming
Bearish commentary on Solana execution: notes it had tokenized stocks infrastructure before Robinhood but fumbled the lead, sees cracks for fundamental bulls; no explicit short/directional trade.
Сред.
20:55
31 авг
31 авг
The author describes a factual flow of funds from Bitcoin into ETH and SOL via Hyperliquid.
The author describes a factual flow of funds from Bitcoin into ETH and SOL via Hyperliquid, tied to Lazarus Group activity, without expressing a directional trade view.
Низ.
20:23
31 авг
31 авг
Solana game development noted, no price view
Mentions a GTA-style game being built on Solana blockchain as an interesting development; no directional price view or position stated.
Низ.
15:42
31 авг
31 авг
Solana faces Robinhood chain existential threat.
Thread Guy is not a huge Solana bull. He thinks Solana's economics are not great, and Robinhood chain is the first chain to show a real ability to keep onchain activity off Solana. He views Robinhood chain as an existential threat to Solana as a whole, even though Solana is lindy.
Сред.
18:41
30 авг
30 авг
Author notes Solana volume is concentrated in a protocol that rationally seeks to own more.
Author notes Solana volume is concentrated in a protocol that rationally seeks to own more of its economics, raising a question about future chain impact without a directional call.
Низ.
18:39
30 авг
30 авг
Short SOL as structural erosion mounts
Avoid SOL: author presents a bearish fundamental case that Solana is losing RWA share, lacks a native perps path, has stablecoin-pair volume pressure, and faces newer-chain competition, but does not explicitly say short or puts.
Сред.
18:32
30 авг
30 авг
The author wonders why a Solana-based token is winning without expressing a directional.
The author wonders why a Solana-based token is winning without expressing a directional position or trade idea.
Низ.
16:48
30 авг
30 авг
Author notes Robinhood's stock-trading integration could attract Solana users but frames it.
Author notes Robinhood's stock-trading integration could attract Solana users but frames it as a possibility, not a position or trade call.
Низ.
14:09
30 авг
30 авг
Podcast teaser covers bitcoin's recovery, ETH/SOL buying rationale, and Nvidia's AI growth.
Podcast teaser covers bitcoin's recovery, ETH/SOL buying rationale, and Nvidia's AI growth, but frames topics as discussion points rather than personal positions.
Низ.
12:30
30 авг
30 авг
The author discusses macro shifts from AI and tokenization affecting crypto and bond markets.
The author discusses macro shifts from AI and tokenization affecting crypto and bond markets, but frames Bitcoin as a signal rather than a personal position or explicit trade call.
07:10
30 авг
30 авг
Regulatory clarity may rotate funds to Ethereum/Solana.
Potential US regulatory clarity such as the Clarity legislation would grow the blockchain ecosystem, which could direct funds into Ethereum and Solana as blockchain operators, separate from Bitcoin's scarce-asset trade.
Сред.
02:10
30 авг
30 авг
Author is promoting a Solana token donation address for breast cancer research while baiting.
Author is promoting a Solana token donation address for breast cancer research while baiting bots, not expressing a directional trade view.
Низ.
00:26
30 авг
30 авг
Solana consumption up 14x as price halved
Observes Solana token consumption rose 14x when its price halved, citing Jevons paradox via OpenRouter; no directional view stated.
Низ.
13:00
29 авг
29 авг
Solana is well positioned for AI.
Solana is well positioned on the AI agent front and has opened a San Francisco office to deepen its AI ecosystem presence. He also expects Solana to win some institutional on-chain activity even if Ethereum wins more of the tokenization trend.
Сред.
11:45
29 авг
29 авг
Crypto four-year cycle upturn has begun
Treasury buyback signals debt dilution through inflation, which historically drives money into scarce assets. Crypto also has a four-year cycle turning upward from September-October for a two-to-three-year run, while regulatory clarity bills support the blockchain ecosystem. Bitcoin may lead, and Ethereum or Solana can catch rotation.
Сред.
22:05
28 авг
28 авг
Hyperliquid reports that the largest 24-hour perp PnL wallet, Abraxas Capital.
Hyperliquid reports that the largest 24-hour perp PnL wallet, Abraxas Capital, holds massive shorts across bitcoin, ethereum, Solana, and Hyperliquid native tokens, generating $21M in profit.
20:14
28 авг
28 авг
Author notes Solana's disinflation proposal passed after nearly two years of debate.
Author notes Solana's disinflation proposal passed after nearly two years of debate, a factual milestone without an explicit trade position.
Низ.
19:58
28 авг
28 авг
Crypto card issuers compromised on Solana.
Not a trade idea. Alerting to security compromise affecting crypto card issuers on Solana. No directional view on SOL itself, but flags negative ecosystem event.
Низ.
18:45
28 авг
28 авг
Solana and institutional chains gain adoption.
Ethereum remains the largest absolute volume chain, but WalletConnect is EVM-centric and she expects chain usage to diversify over time. Solana and institutional-specific chains like Canton are showing strong competition and new partnership activity.
Сред.
16:14
28 авг
28 авг
Solana disinflation vote is bullish
The Solana proposal to reduce inflation by increasing the disinflation rate from 15% to 30% is expected to pass, and Thread Guy treats the outcome as bullish for Solana. He says Solana is ripping, calls it a free long into the pass, and sends Solana long.
Выс.
16:00
28 авг
28 авг
Pump generates real revenue while Solana struggles.
Pump generates far more revenue than Solana, and its users literally sell SOL to buy PUMP. Solana faces intense competition, lacks pricing power, and is overvalued compared to traditional exchanges like NASDAQ.
Выс.
15:27
28 авг
28 авг
Solana disinflation passes, bullish SOL $1,000
Solana governance passes disinflation proposal reducing token supply inflation, a structural tailwind for SOL price; author celebrates outcome with $1,000 target.
Сред.
14:40
28 авг
28 авг
SOL disinflation vote reversal supports SOL valuation
Author argues economically that SOL disinflation (reducing supply inflation) is mathematically beneficial for valuation; Kraken governance reversal toward YES reduces token supply dilution, supporting SOL's value over time.
Низ.
Об аналитическом покрытии SOL
Buzzberg отслеживает SOL (Solana) в 77 источниках. Бычьих сигналов: 226, медвежьих: 15, от 179 аналитиков. Сентимент преимущественно бычий (30%). Всего отслеживаются 702 торговые идеи. За последние 7 дней: бычьих: 16, медвежьих: 2, наблюдение: 25. Последние спикеры: Tai, CryptoCondom, Dan Morehead.