Everyone's watching $SOL price action. Almost nobody's watching what actually matters.
Right now Solana mints ~60k $SOL daily. Burns ~650. That's not a tokenomics model, that's a liability.
Three SIMDs on the table could flip this:
SIMD-550 speeds up disinflation. Gets to 1.5% terminal rate faster instead of dragging it out.
SIMD-123 makes institutional staking way easier through validator pools. ETFs and corporate treasuries can finally stake at scale. More locked = less floating supply.
SIMD-553 switches to compute-based pricing and burns those fees. Daily burn could 10x overnight — from 650 to 7,500–9,000 $SOL.
Less new supply. Less liquid supply. More burn.
If these pass, $SOL tokenomics in 2–3 years won't look anything like today.
Most people trade the chart. Smart money watches the protocol changes.
Sometimes the real bull case isn't price — it's the structure nobody's paying attention to yet.
Right now Solana mints ~60k $SOL daily. Burns ~650. That's not a tokenomics model, that's a liability.
Three SIMDs on the table could flip this:
SIMD-550 speeds up disinflation. Gets to 1.5% terminal rate faster instead of dragging it out.
SIMD-123 makes institutional staking way easier through validator pools. ETFs and corporate treasuries can finally stake at scale. More locked = less floating supply.
SIMD-553 switches to compute-based pricing and burns those fees. Daily burn could 10x overnight — from 650 to 7,500–9,000 $SOL.
Less new supply. Less liquid supply. More burn.
If these pass, $SOL tokenomics in 2–3 years won't look anything like today.
Most people trade the chart. Smart money watches the protocol changes.
Sometimes the real bull case isn't price — it's the structure nobody's paying attention to yet.