<p>作者：Delphi Digital；来源：X，@Delphi_Digital；编译：Shaw Jinse Finance</p>
<p>Solana 的 2026 年路线图可能是该网络历史上最激进的升级周期，完全改变从共识机制到基础设施的一切，转变为一个去中心化的纳斯达克。Solana 的路线图旨在将其转变为一个交易级环境，使其本链的集中限价订单簿（CLOB）在延迟、流动性深度和公平性方面能够与中心化交易所（CEX）竞争。以下是实现这一目标的所有升级。Alpenglow：共识架构改革 Alpenglow 代表了 Solana 历史上最重要的协议级变革。它引入了一种全新的共识架构，围绕两个组件构建：Votor 和 Rotor。Votor 革新了网络达成共识的方式。验证者不再将多个投票轮次串联在一起，而是将投票结果在链外聚合，并在一到两个轮次内完成最终确认。理论上，最终确认时间可以缩短至 100-150 毫秒，远低于之前的 12.8 秒。Votor 同时运行两个区块确认路径。如果一个区块在第一轮获得压倒性支持（超过 80% 的股份），则立即确认。如果支持率在 60% 到 80% 之间，则开始第二轮。如果第二轮的支持率也超过 60%，则确认该区块。这一设计确保即使网络中的某些节点无响应，区块也能最终得到确认。Rotor 革新了区块传播的方式，直接通过带宽可靠的高股份验证者路由消息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7427354_watermarknone.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7427354_watermarknone.png"/></p>
<p><strong>Alpenglow 还引入了 &#34;20+20&#34; 弹性模型</strong>：只要恶意股份不超过总股份的 20%，安全性就能得到保障；即使另有 20% 的股份处于离线状态，交易最终性仍然得到保障。这意味着即使网络中多达 40% 的股份处于恶意或非活动状态，Alpenglow 仍然可以维持交易的最终性。</p>
<p>在 Alpenglow 架构中，历史证明机制实际上已被放弃，取而代之的是确定性时间段调度和本地定时器。</p>
<p>** 此升级预计将在 2026 年初至中期推出。** Firedancer：运行时改进 ** 自成立以来，Solana 一直依赖于单一的验证者客户端（现在称为 Agave）。这种单体方法长期以来一直是网络的核心弱点之一。客户端层的任何漏洞或故障都可能使整个网络瘫痪。** Firedancer 是 Jump 开发的第二个独立验证者客户端，使用 C++ 编写。其设计目标是将 Solana 的验证者转变为一个确定性、高吞吐量的引擎，能够以最小的延迟波动处理数百万的 TPS。Frankendancer 作为过渡解决方案，将 Firedancer 的网络和区块生成模块与 Agave 的运行时和共识组件结合在一起。随着 Firedancer 逐渐向主网准备，验证者的多样性应该显著增加。在这种竞争背景下，两个团队进行了大量的迭代更新。DoubleZero：高性能光纤基础设施 DoubleZero 是一个私有网络覆盖，通过专用光纤电缆连接验证者节点，类似于传统交易所（如纳斯达克和芝加哥商品交易所）所依赖的微秒级传输基础设施。随着验证者节点集合的增长，消息传播变得更加具有挑战性。节点越多，目标越多，这在网络中引入了时间不一致性。DoubleZero 通过通过最佳路径传输消息来消除这种不一致性，而不是让消息在公共互联网中反复跳跃。Alpenglow 的最终性模型依赖于验证者在严格的时间窗口内接收和响应消息。如果传播不一致，投票会迟到，法定人数的形成会减慢，最终确认所需的时间会延长。DoubleZero 减少了验证者之间的延迟差距，使 Votor 能够更快地完成最终确认，Rotor 能够更均匀地传播。DoubleZero 还支持多播，在网络内复制数据并同时传递给验证者。区块构建：BAM 和 Harmonic 两个互补趋势正在重塑 Solana 的区块构建层：BAM（区块组装市场）是 Jito 对 Solana 交易管道的重新构想。与让时隙领导者单方面决定顺序不同，BAM 插入了一个市场和隐私层，将排序与执行分开。交易被导入到受信执行环境（TEE）中，这意味着验证者和构建者在排序生效之前无法看到原始交易内容。这防止了前置交易等投机性预执行行为。Harmonic 关注过程的另一个方面：谁来构建区块。它引入了一个开放的区块构建者聚合层，允许验证者实时接受来自多个竞争构建者的区块提案。Harmonic 可以理解为一个元市场，而 BAM 可以理解为一个微市场。Raiku：确定性执行保证。Raiku 填补了剩余的空白。虽然 Solana 解决了大多数吞吐量瓶颈，但它并没有固有地为特定应用程序提供确定性延迟或可编程执行保证。高频交易和链上 CLOB 需要比 L1 缓存提供的更细粒度的控制。</p>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7427356_watermarknone.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7427356_watermarknone.png"/></p>
<p><strong>Raiku 提供一个调度/拍卖层，与 Solana 的验证节点集并行运行，为应用程序提供可编程的、确定性的预执行环境，而无需修改 L1 共识。</strong> 它通过提前到达资金（AOT）交易和即时（JIT）交易来保证执行，以满足实时执行的需求。将资本市场带入链上 Solana 仍然主导着超大规模区块链领域，但没有用户和高效的链上市场，这种主导地位是毫无意义的。尽管绝大多数 Meme 代币仍在 Solana 上交易，但链上永续合约交易市场正在迅速集中到少数几个交易所。为了与中心化平台竞争，性能必须达到同等水平。我们相信 Solana 生态系统意识到了这一点，并对缩小差距保持乐观。即将推出的升级令人期待，我们预计像 BULK 这样的新的 Solana 原生永续合约将在明年初推出。此外，零售对在 Solana 上交易现货资产的需求仍然强劲。虽然 Hyperliquid 目前主导着永续合约市场，但 Solana 已成为交易任何现货交易对的首选 L1 网络。尽管中心化交易所（CEX）仍然占据主导地位，但 Solana 仍然是首选的链上交易平台。像 xStocks 这样的产品正在将链上股票直接带入 Solana。流动性、价格发现和投机关注正集中在一个提供更快结算、更好用户体验和更集中资本的单一链上。这就是 Solana 将资本市场带入链上的原因。</p>

<p>Delphi Digital 预测 2026 年将是 Solana 变革的一年，旨在创建一个去中心化的交易所级环境的激进升级周期。关键升级包括 Alpenglow，它引入了一种新的共识架构，以增强交易最终性并减少确认时间；Firedancer 以改善验证者多样性；以及 DoubleZero 以提供高性能的光纤基础设施。其他创新如 BAM 和 Harmonic 将增强区块构建，而 Raiku 旨在提供确定性的执行保证。这些升级预计将使 Solana 在与中心化交易所的竞争中占据有利地位</p>

<p>Author: Delphi Digital; Source: X, @Delphi_Digital; Compiled by: Shaw Jinse Finance</p>
<div class="lb-trans"><p>作者：Delphi Digital；来源：X，@Delphi_Digital；编译：Shaw Jinse Finance</p>
</div><p>Solana's 2026 roadmap may be the most radical upgrade cycle in the network's history, completely transforming everything from consensus mechanisms to infrastructure into a decentralized Nasdaq. Solana's roadmap aims to transform it into an exchange-grade environment, enabling its native on-chain Centralized Limit Order Book (CLOB) to rival centralized exchanges (CEXs) in terms of latency, liquidity depth, and fairness. The following are all the upgrades that achieve this goal. Alpenglow: Consensus Architecture Reform Alpenglow represents the most significant protocol-level change in Solana's history. It introduces a completely new consensus architecture built around two components: Votor and Rotor. Votor has revolutionized the way the network reaches consensus. Instead of chaining multiple rounds of voting together, validators aggregate the voting results off-chain and complete the final confirmation within one or two rounds. Theoretically, the final confirmation time can be reduced to 100-150 milliseconds, far lower than the previous 12.8 seconds. Votor runs two block confirmation paths in parallel. If a block receives overwhelming support (more than 80% of the stake) in the first round, it is confirmed immediately. If the support rate is between 60% and 80%, a second round begins. If the support rate in the second round also exceeds 60%, the block is confirmed. This design ensures that the block can be eventually confirmed even if some nodes in the network are unresponsive. Rotor revolutionized the way blocks are propagated, routing messages directly through high-stakes validators with reliable bandwidth.</p>
<div class="lb-trans"><p>Solana 的 2026 年路线图可能是该网络历史上最激进的升级周期，完全改变从共识机制到基础设施的一切，转变为一个去中心化的纳斯达克。Solana 的路线图旨在将其转变为一个交易级环境，使其本链的集中限价订单簿（CLOB）在延迟、流动性深度和公平性方面能够与中心化交易所（CEX）竞争。以下是实现这一目标的所有升级。Alpenglow：共识架构改革 Alpenglow 代表了 Solana 历史上最重要的协议级变革。它引入了一种全新的共识架构，围绕两个组件构建：Votor 和 Rotor。Votor 革新了网络达成共识的方式。验证者不再将多个投票轮次串联在一起，而是将投票结果在链外聚合，并在一到两个轮次内完成最终确认。理论上，最终确认时间可以缩短至 100-150 毫秒，远低于之前的 12.8 秒。Votor 同时运行两个区块确认路径。如果一个区块在第一轮获得压倒性支持（超过 80% 的股份），则立即确认。如果支持率在 60% 到 80% 之间，则开始第二轮。如果第二轮的支持率也超过 60%，则确认该区块。这一设计确保即使网络中的某些节点无响应，区块也能最终得到确认。Rotor 革新了区块传播的方式，直接通过带宽可靠的高股份验证者路由消息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7427354_watermarknone.png" alt="" original-src="https://img.jinse.com.cn/7427354_watermarknone.png"/></p>
<p><strong>Alpenglow also introduces a &#34;20+20&#34; resilience model</strong>: security is guaranteed as long as malicious stake does not exceed 20% of the total stake; even if another 20% of the stake is offline, transaction finality is still guaranteed. This means that even if up to 40% of the stake in the network is in a malicious or inactive state, Alpenglow can maintain transaction finality.</p>
<div class="lb-trans"><p><strong>Alpenglow 还引入了 &#34;20+20&#34; 弹性模型</strong>：只要恶意股份不超过总股份的 20%，安全性就能得到保障；即使另有 20% 的股份处于离线状态，交易最终性仍然得到保障。这意味着即使网络中多达 40% 的股份处于恶意或非活动状态，Alpenglow 仍然可以维持交易的最终性。</p>
</div><p>In the Alpenglow architecture, the proof-of-history mechanism has actually been abandoned, replaced by deterministic time slot scheduling and local timers.</p>
<div class="lb-trans"><p>在 Alpenglow 架构中，历史证明机制实际上已被放弃，取而代之的是确定性时间段调度和本地定时器。</p>
</div><p>**This upgrade is expected to launch between early and mid-2026.** Firedancer: Runtime Improvements **Since its inception, Solana has relied on a single validator client (now called Agave). This monolithic approach has long been one of the network's core weaknesses. Any vulnerability or failure at the client level could cripple the entire network.** Firedancer is the second standalone validator client developed by Jump, written in C++. Its design goal is to transform Solana's validator into a deterministic, high-throughput engine capable of handling millions of TPS with minimal latency fluctuations. Frankendancer, as a transitional solution, combines Firedancer's network and block generation modules with Agave's runtime and consensus components. As Firedancer gradually moves towards mainnet readiness, validator diversity should increase significantly. Against this competitive backdrop, both teams have undertaken numerous iterative updates. DoubleZero: High-Performance Fiber Infrastructure DoubleZero is a private network overlay that connects validator nodes via dedicated fiber optic cables, similar to the microsecond-level transmission infrastructure relied upon by traditional exchanges like Nasdaq and the Chicago Mercantile Exchange. As the set of validator nodes grows, message propagation becomes more challenging. The more nodes there are, the more targets there are, which introduces time inconsistencies in the network. DoubleZero eliminates this inconsistency by transmitting messages through optimal paths, rather than having messages repeatedly hop across the public internet. Alpenglow's finality model relies on validators receiving and responding to messages within strict time windows. If propagation is inconsistent, votes arrive late, the formation of a quorum slows down, and the time required for final confirmation is extended. DoubleZero reduces the latency gap between validators, enabling Votors to complete final confirmation faster and Rotors to propagate more evenly. DoubleZero also supports multicast, which replicates data within the network and delivers it to validators simultaneously. Block Building: BAM and Harmonic Two complementary trends are reshaping Solana's block building layer: BAM (Block Assembly Marketplace) is Jito's reimagining of the Solana transaction pipeline. Unlike letting slot leaders unilaterally determine the order, BAM inserts a market and privacy layer that separates ordering from execution. Transactions are imported into a Trusted Execution Environment (TEE), meaning that validators and builders cannot see the original transaction content until the ordering takes effect. This prevents speculative pre-execution behavior such as front-running. Harmonic focuses on another aspect of the process: who builds the blocks. It introduces an open block builder aggregation layer, allowing validators to accept block proposals from multiple competing builders in real time. Harmonic can be understood as a meta-market, while BAM can be understood as a micro-market. Raiku: Deterministic Execution Guarantees. Raiku fills the remaining gap. While Solana solves most throughput bottlenecks, it doesn't inherently provide deterministic latency or programmable execution guarantees for specific applications. High-frequency trading and on-chain CLOBs require finer-grained control than L1 caching can provide.</p>
<div class="lb-trans"><p>** 此升级预计将在 2026 年初至中期推出。** Firedancer：运行时改进 ** 自成立以来，Solana 一直依赖于单一的验证者客户端（现在称为 Agave）。这种单体方法长期以来一直是网络的核心弱点之一。客户端层的任何漏洞或故障都可能使整个网络瘫痪。** Firedancer 是 Jump 开发的第二个独立验证者客户端，使用 C++ 编写。其设计目标是将 Solana 的验证者转变为一个确定性、高吞吐量的引擎，能够以最小的延迟波动处理数百万的 TPS。Frankendancer 作为过渡解决方案，将 Firedancer 的网络和区块生成模块与 Agave 的运行时和共识组件结合在一起。随着 Firedancer 逐渐向主网准备，验证者的多样性应该显著增加。在这种竞争背景下，两个团队进行了大量的迭代更新。DoubleZero：高性能光纤基础设施 DoubleZero 是一个私有网络覆盖，通过专用光纤电缆连接验证者节点，类似于传统交易所（如纳斯达克和芝加哥商品交易所）所依赖的微秒级传输基础设施。随着验证者节点集合的增长，消息传播变得更加具有挑战性。节点越多，目标越多，这在网络中引入了时间不一致性。DoubleZero 通过通过最佳路径传输消息来消除这种不一致性，而不是让消息在公共互联网中反复跳跃。Alpenglow 的最终性模型依赖于验证者在严格的时间窗口内接收和响应消息。如果传播不一致，投票会迟到，法定人数的形成会减慢，最终确认所需的时间会延长。DoubleZero 减少了验证者之间的延迟差距，使 Votor 能够更快地完成最终确认，Rotor 能够更均匀地传播。DoubleZero 还支持多播，在网络内复制数据并同时传递给验证者。区块构建：BAM 和 Harmonic 两个互补趋势正在重塑 Solana 的区块构建层：BAM（区块组装市场）是 Jito 对 Solana 交易管道的重新构想。与让时隙领导者单方面决定顺序不同，BAM 插入了一个市场和隐私层，将排序与执行分开。交易被导入到受信执行环境（TEE）中，这意味着验证者和构建者在排序生效之前无法看到原始交易内容。这防止了前置交易等投机性预执行行为。Harmonic 关注过程的另一个方面：谁来构建区块。它引入了一个开放的区块构建者聚合层，允许验证者实时接受来自多个竞争构建者的区块提案。Harmonic 可以理解为一个元市场，而 BAM 可以理解为一个微市场。Raiku：确定性执行保证。Raiku 填补了剩余的空白。虽然 Solana 解决了大多数吞吐量瓶颈，但它并没有固有地为特定应用程序提供确定性延迟或可编程执行保证。高频交易和链上 CLOB 需要比 L1 缓存提供的更细粒度的控制。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7427356_watermarknone.png" alt="" original-src="https://img.jinse.com.cn/7427356_watermarknone.png"/></p>
<p><strong>Raiku provides a scheduling/auction layer that runs in parallel with Solana's set of validator nodes, providing applications with a programmable, deterministic pre-execution environment without modifying L1 consensus.</strong> It guarantees execution through advance-to-the-money (AOT) transactions and just-in-time (JIT) transactions for pre-submitted workflows to meet the demands of real-time execution. Bringing Capital Markets On-Chain Solana still dominates the hyperscale blockchain space, but this dominance is meaningless without users and an efficient on-chain market. While the vast majority of Meme coins are still traded on Solana, the on-chain perpetual contract trading market is rapidly consolidating into a few exchanges. To compete with centralized platforms, performance must be on par. We believe the Solana ecosystem is aware of this and remains optimistic about closing the gap. Upgrades in the pipeline are promising, and we expect new Solana-native perpetual contracts like BULK to launch early next year. Furthermore, retail demand for trading spot assets on Solana remains strong. While Hyperliquid currently dominates the perpetual contract market, Solana has become the preferred L1 network for trading any spot pair. While centralized exchanges (CEXs) still hold a commanding lead, Solana remains the preferred on-chain trading platform. Products like xStocks are bringing on-chain equities directly to Solana. Liquidity, price discovery, and speculative attention are concentrating on a single chain that offers faster settlement, a better user experience, and more concentrated capital. This is the reason Solana is bringing capital markets on-chain.</p>
<div class="lb-trans"><p><strong>Raiku 提供一个调度/拍卖层，与 Solana 的验证节点集并行运行，为应用程序提供可编程的、确定性的预执行环境，而无需修改 L1 共识。</strong> 它通过提前到达资金（AOT）交易和即时（JIT）交易来保证执行，以满足实时执行的需求。将资本市场带入链上 Solana 仍然主导着超大规模区块链领域，但没有用户和高效的链上市场，这种主导地位是毫无意义的。尽管绝大多数 Meme 代币仍在 Solana 上交易，但链上永续合约交易市场正在迅速集中到少数几个交易所。为了与中心化平台竞争，性能必须达到同等水平。我们相信 Solana 生态系统意识到了这一点，并对缩小差距保持乐观。即将推出的升级令人期待，我们预计像 BULK 这样的新的 Solana 原生永续合约将在明年初推出。此外，零售对在 Solana 上交易现货资产的需求仍然强劲。虽然 Hyperliquid 目前主导着永续合约市场，但 Solana 已成为交易任何现货交易对的首选 L1 网络。尽管中心化交易所（CEX）仍然占据主导地位，但 Solana 仍然是首选的链上交易平台。像 xStocks 这样的产品正在将链上股票直接带入 Solana。流动性、价格发现和投机关注正集中在一个提供更快结算、更好用户体验和更集中资本的单一链上。这就是 Solana 将资本市场带入链上的原因。</p>
</div>

Delphi Digital: 2026 is the year of Solana.

- Solana 计划在 2026 年进行重大升级，转变为去中心化的交易所环境。  
- 升级包括新共识机制、运行时改进和高性能基础设施，提升交易效率。  
- 预计新合约和产品将促进 Solana 的链上市场发展，提高竞争力。

Delphi Digital 表示，2026 年将是 Solana 的年份