Two bearish candles directly pierced down to 75635, and the new high of 79455 has completely fallen; this wave of decline can be considered a premature rehearsal, not a failure at the 80,000 level. From a news integration perspective, Trump has strengthened subsequent military blockade actions, and it has been announced that the Strait blockade will be extended in the short term, which is enough to prove that the U.S. does not have the advantage in this round of negotiations. However, the expanded war situation that everyone estimated has not formed, which means that subsequent negotiations will still continue. As long as there are no substantial destructive actions, military conflicts are likely to create a relative balance. The biggest issue with this Bitcoin surge to a high point lies in the following of small coins. After enduring numerous hardships, those reading Old Cui's article may still hold some SOL, or at minimum BNB or XRP. These users may still have some fluctuations in their hearts at this stage; the days of revival for dead wood will not last too long, especially for SOL.

Here's some information for everyone: the potential of SOL, after 26 years, Old Cui believes is greater than all cryptocurrencies in the crypto circle. There are several clear signals, and the actual on-chain data is quite strong: SOL staking TVL has reached a historical high of 80 million SOL; Goldman Sachs holds 108 million USD worth of SOL ETF; BlackRock's BUIDL fund has surpassed 550 million USD on the Solana network. In February, the Solana network processed a record transaction volume of 650 billion USD, surpassing Ethereum's level during the same period, while the supply of stablecoins excluding USDC/USDT expanded about 15 times to 3.8 billion USD since January 2025. Western Union will issue a USD stablecoin USDPT on the Solana chain as an alternative for cross-border settlement beyond SWIFT, covering over 200 countries and more than 360,000 outlets. The technology aspect is crucial: Firedancer has been running on the mainnet, Alpenglow upgrades achieved deterministic confirmation within 150 milliseconds; the quantum-resistant solution Falcon has been selected for advancement; Triton One is collaborating to resolve data bottlenecks—modular architecture is expected to complete in Q4 2026, increasing capacity by at least 50%. The AI toolkit accelerates agent deployment; Aave connects to Solana through Sunrise, expanding DeFi liquidity.

Old Cui sums up: this technological aspect is extremely critical, and many friends do not understand that once successful, it will usher in a qualitative change. Firedancer has been running on the mainnet, Alpenglow upgrades achieved deterministic confirmation within 150 milliseconds; the quantum-resistant solution Falcon has been selected for advancement; Triton One is collaborating to resolve data bottlenecks—modular architecture is expected to complete in Q4 2026, increasing capacity by at least 50%. The AI toolkit accelerates agent deployment; Aave connects to Solana through Sunrise, expanding DeFi liquidity. Currently, Firedancer has entered the maturity phase. If it can truly enable Solana's throughput to reach 1 million transactions per second (1M TPS), it will become the only choice for global financial institutions (such as Mastercard, Visa) for RWA (real-world asset) settlements. In general, Old Cui currently holds nearly a thousand SOL, and he may view this investment over a full cycle of 3-5 years. As long as the project team of SOL continues to seek breakthroughs, Old Cui remains optimistic.

It is not blind optimism; SOL's drawbacks are also very obvious. As of now, SOL's various data, including discussion heat, have almost reached new highs in the crypto circle, yet there is no obvious growth in the crypto circle itself, which indicates what? The inflow of funds has seriously slowed: the monthly inflow of spot SOL ETF has sharply dropped from 419 million USD at the end of 2025 to only 34 million USD in April, marking the weakest inflow period since the product's inception. This is also a reality that cannot be ignored: institutions are bullish on Bitcoin but have not made substantial investments, relying instead on insignificant retail support. This issue can also be resolved relatively well, and results can be seen in the fourth quarter of this year. In Firedancer's promotion, as long as it can be realized, it will be a core node for institutional entry. Based on the current technology of SOL, it does not have the capacity to support large fund operations, and the recent publicity is favorable for SOL. Considering these issues, Old Cui's estimate for SOL this year is to break 200. In conclusion, Bitcoin's directional pullback will still surge after the adjustment, with the support at 75,000 still in place; there is no need to elaborate on the contracts today!

Original creation from WeChat public account: Old Cui Talks About Coins. For assistance, you can contact directly.
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