21Shares said Solana is advancing two governance proposals, SIMD-550 and SIMD-553, that could significantly change SOL token economics over the next two years. According to Odaily, SIMD-550 would raise Solana's annual inflation decay rate from 15% to 30%, while SIMD-553, approved and merged on July 20, would add burn fees for compute unit requests.

The report said SIMD-550 would help Solana reach its 1.5% terminal inflation rate faster and could reduce nominal staking yields to about 2.25% within three years. It also said SIMD-553 could lift daily SOL burns from about 600 to 800 tokens to about 7,500 to 9,000 tokens.

21Shares said lower staking income would directly affect validator and staker returns, while lower issuance and higher burns could improve SOL's long-term supply-demand structure and may shift some capital toward Solana's decentralized finance ecosystem.