#Solana平台发展 Seeing this set of data from the Solana ecosystem, my first reaction is—this growth is indeed worth paying attention to, but what’s even more important is the underlying logic.

Most startups with revenue exceeding one hundred million are concentrated in Solana, which indicates what? It shows that the ecosystem’s carrying capacity is truly improving, and developers are voting with their feet. But I want to remind everyone that there is never a linear relationship between ecosystem prosperity and individual investment returns.

I have seen too many people attracted by the narrative of “the track is improving,” then following the trend at high levels, only to be slapped in the face later. True long-term investors need to understand: a well-developed platform does not necessarily mean buying now will definitely be profitable. The key is to ask yourself three questions—first, how deep is your understanding of this ecosystem; second, what proportion of your total assets is allocated; third, can you withstand a drawdown of over 50% while maintaining a stable mindset.

The 10-year goals and regulatory environment improvements mentioned by Solana co-founders are all bonus points. But don’t take them as the whole just because the prospects look good. A reasonable approach is: allocate a moderate proportion within your risk tolerance, continuously learn about ecosystem developments, and regularly review your allocation logic.

Opportunities always exist, but stability is the eternal theme.