作者：PandoraLabs
变化是加密市场的业内常态， 2022年的核心叙事是NFT与元宇宙，去年则是以太坊 L2 问鼎热点话题，今年Ton生态崛起、以太坊“失声”、VC失宠以及meme大流行，很多人对行业风向开始变得更加迷茫。
这个时候我们需要在一个集中的环境中看到各种观点方向产生碰撞和比较，而最近的一次就是在TOKEN2049的舞台上。
近几年TOKEN2049分会场比主会场还人声鼎沸，那一定是在Solana的展台，近年来Solana生态的表现依然稳健有力，其周边活动 "Solana Breakpoint" 因备受赞誉而成为本次大会上最热门话题。多个项目发布新品，吸引了大量参会者。
相比其他加密生态，Solana 生态项目已经在为争夺更大规模的用户做好更多准备。Solana大概率是目前在手机端拥有最多项目的公链生态。Solana 上最大的 NFT 平台 Magic Eden 、最大钱包 Phantom 、最大 Depin 平台等都已推出手机版 APP。 从这一点看，solana在生态打造上要比那些老牌公链更加务实和敏锐，真正围绕市场需求去完善生态扩张的基础环境。
在本次 TOKEN2049 大会上，TON 同样大放异彩，成为另一大讨论热点，TON 的每一场活动都座无虚席。在这个行业困难的周期，Ton 给加密市场带来了新的希望与活力，TG的 Mini Apps 极大降低开发和用户进入门槛，这种技术与社交网络的紧密结合，带来了游戏应用的爆发式增长，许多游戏通过TG的十亿用户群实现了数百万用户的规模增长。
更重要的是，它甚至会成为加密货币行业的一个非常大众化的交流中心。 无论规模大小，许多项目都开始TG上建立miniAPP。这体现了Ton作为未来L1领域，在生态扩展性上的一个“运动员”，极为强大的竞争力。
另外我们还可以看到，在这个行业里，创新才是永不过时的方向，比如BTCfi和那些快速发展的新协议。
此外我们注意到，有的新势力希望从底层彻底解决人们对于目前L1生态发展的困惑。PandoraChain希望区块链和去中心化生态能够承担更多职能，而不是简单的交易转账，这需要将L1与一个复杂计算系统结合起来，不断演化。同时通过集成的PD-Rollup解决方案，快速将这种能力复制出去。这意味着加密开发者可以有更多的发挥，无需局限在少量特定场景中，这就会带来更加强大和多样化的生态扩展前景。
2024年TOKEN2049大会已经落下帷幕，但它为加密行业所带来的深刻反思才刚刚开始。我们见证了Solana与TON的崭露头角，也目睹了BTCFi与Pandora在前沿领域的勇敢探索。整个行业正处于一场前所未有的深刻变革之中，新的往往就在爆发往往就在沉默的等待中萌芽。
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