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Yuvi.
$SOL
手机钱包接入,能把Solana带出交易叙事吗?
Solana官方11月5日宣布,符合条件的美国Galaxy用户可以在Samsung Wallet中买入、持有、发送和接收Solana上的USDC。
钱包入口缩短了用户进入链上支付的路径,但接入量不能直接等同于持续支付量。真正的价值在于用户能否不依赖交易行情,反复使用转账与支付。
我关注后续活跃付款用户、复用频次和真实结算规模。若只是开户增加,资金很快流走,短期热度难以支撑长期估值;若留存和结算同步增长,应用价值才更扎实。
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