After the $SOL Double Disinflation proposal passes, the community is buzzing with excitement, but I’ve actually stayed calm. Reducing the issuance amount is indeed a tangible benefit for holders; however, the fee burn couldn’t get approved, which suggests there was more resistance on the validator revenue side than I expected. How far can this kind of compromise really go? I’m not sure—at its core, it just pushes inflationary pressure further into the future rather than truly solving the problem. So don’t get too optimistic yet. I don’t plan to chase SOL at this point. Governance-related positives are very easy for short-term capital to front-run and cash in on. Looking back at similar past votes that passed, it’s not uncommon to see the price spike up and then fall back. Next, I want to watch three signals: whether the staking rate clearly rises, whether on-chain transaction fees are growing, and whether DApp activity can keep up. If these data points don’t form a strong consensus, simply reducing issuance won’t be enough to support a major valuation repair. My take is simple: SOL’s mid-term fundamentals have indeed become more solid, but the short-term price has already priced in some optimistic expectations. Waiting patiently for a pullback and confirmation is far more comfortable than jumping in right now. Don’t treat governance events as a “moon” signal—that’s often the easiest moment to get trapped.
