🔥 SOL suddenly surged to around $105—what’s truly worth watching may not be this 9% move, but the fact that its “supply logic” is quietly changing.
SOL jumped more than 9% today, breaking above $105 at its peak. On the surface, it looks like momentum in the market; but digging deeper, two recent economic model adjustments pushed by the Solana community deserve more attention.
In simple terms, SIMD-550 is accelerating “deflation,” while SIMD-553 is increasing “burning.”
The former aims to reduce SOL inflation faster—bringing the timeline for dropping to about 1.5% from the originally expected around 2032 forward to 2029. The latter, by raising the cost of computational resources, is expected to increase SOL burning, boosting the daily burn from the previous few hundred to roughly 7,500—9,000 SOL.
So what does this mean?
Previously, the market was more like “continuously issuing new coins.” Now it’s starting to find ways to slow down the added supply, while burning a portion of SOL directly.🔥
If these two adjustments continue to be carried out, over the next few years they could reduce SOL net issuance by about $1.4—1.5 billion.
But there’s an interesting change here: SOL staking rewards may become lower over time.
For people who simply stake and wait, this may not be good news; but for the ecosystem as a whole, capital could gradually move out of staking pools to seek opportunities in DeFi, applications, and other on-chain uses.
So what I care about more isn’t “how much SOL is up today,” but the fact that it’s slowly shifting away from a high-inflation, high-staking-reward model toward another economic setup with lower added supply and stronger scarcity.
If ecosystem demand can keep growing, once this logic is proven, SOL’s real upside may not be limited to this $105 leg.
Price draws the attention—supply and demand changes are what determine how far the trend can go. 👀$SOL $BTC $ACE #韩国KOSPI收创纪录新高
SOL jumped more than 9% today, breaking above $105 at its peak. On the surface, it looks like momentum in the market; but digging deeper, two recent economic model adjustments pushed by the Solana community deserve more attention.
In simple terms, SIMD-550 is accelerating “deflation,” while SIMD-553 is increasing “burning.”
The former aims to reduce SOL inflation faster—bringing the timeline for dropping to about 1.5% from the originally expected around 2032 forward to 2029. The latter, by raising the cost of computational resources, is expected to increase SOL burning, boosting the daily burn from the previous few hundred to roughly 7,500—9,000 SOL.
So what does this mean?
Previously, the market was more like “continuously issuing new coins.” Now it’s starting to find ways to slow down the added supply, while burning a portion of SOL directly.🔥
If these two adjustments continue to be carried out, over the next few years they could reduce SOL net issuance by about $1.4—1.5 billion.
But there’s an interesting change here: SOL staking rewards may become lower over time.
For people who simply stake and wait, this may not be good news; but for the ecosystem as a whole, capital could gradually move out of staking pools to seek opportunities in DeFi, applications, and other on-chain uses.
So what I care about more isn’t “how much SOL is up today,” but the fact that it’s slowly shifting away from a high-inflation, high-staking-reward model toward another economic setup with lower added supply and stronger scarcity.
If ecosystem demand can keep growing, once this logic is proven, SOL’s real upside may not be limited to this $105 leg.
Price draws the attention—supply and demand changes are what determine how far the trend can go. 👀$SOL $BTC $ACE #韩国KOSPI收创纪录新高
