$SOL 机构大举扫货，通缩利好暗藏隐患
In August, SOL surged 46.9%, ending 10 consecutive months of declines.
Spot SOL ETF funds have been pouring in aggressively—total inflows over five days reached $1.22 billion, with institutions stepping in to buy. The SGP‑0002 proposal has been implemented; the deflation rate has increased to 30%. Over the next six years, the supply of tokens will be greatly reduced. With supply contraction + institutional buying, the bullish logic looks very strong.
But stay clear-minded: the market will price in the positive news in advance. On the very day the proposal was implemented, the price action actually weakened.
Deflation will lower staking returns, causing validator earnings to decline year by year, casting doubt on staking willingness. Even the authorities voted against it.
Whether the market can continue hinges on whether ecosystem transaction fees can offset the validators’ revenue losses. If the missing piece is added, the scarcity narrative can run; if not, the good news will be exhausted.
#嘉信理财拟新增SOLAVAXLINK交易 #比特币24小时跌3.4%至7.74万美元 #美国短期国债收益率上涨
In August, SOL surged 46.9%, ending 10 consecutive months of declines.
Spot SOL ETF funds have been pouring in aggressively—total inflows over five days reached $1.22 billion, with institutions stepping in to buy. The SGP‑0002 proposal has been implemented; the deflation rate has increased to 30%. Over the next six years, the supply of tokens will be greatly reduced. With supply contraction + institutional buying, the bullish logic looks very strong.
But stay clear-minded: the market will price in the positive news in advance. On the very day the proposal was implemented, the price action actually weakened.
Deflation will lower staking returns, causing validator earnings to decline year by year, casting doubt on staking willingness. Even the authorities voted against it.
Whether the market can continue hinges on whether ecosystem transaction fees can offset the validators’ revenue losses. If the missing piece is added, the scarcity narrative can run; if not, the good news will be exhausted.
#嘉信理财拟新增SOLAVAXLINK交易 #比特币24小时跌3.4%至7.74万美元 #美国短期国债收益率上涨
