Published 26 Jun 2026, 13:45 UTC · fetched 3 Nov 2026, 10:55 UTC
Ignas
@DefiIgnas
Quoting · 26 Jun 2026, 00:31 UTC · context given to the AI
Mert shares his thesis on Solana "There are so many little problems that would've bitten us last cycle that have now completely gone away. The chain actually works insanely well now" "We're pushing a proposal to double the disinflation rate, so solana:So11111111111111111111111111111111111111112 issuance drops much quicker" "Combine that with a new burn mechanism tied to onchain activity, and priority fees going back to stakers. Now holding solana:So11111111111111111111111111111111111111112 suddenly looks much different" "Solana is a few thousand nodes and can give you better price discovery than Binance for certain pairs. That would've been unheard of in 2022. That's insane" "Anything that can be traded onchain will be traded onchain on Solana. That's the thesis"Imagine the smell if $SOL takes over $ETH's ultra sound money narrative 🦇🔊 Currently Solana base-fee burns offset just 1.2% of newly issued SOL: - Only ~648 SOL per day burned from base fees - Daily inflation is still ~60,000 SOL. But Solana is pushing for 1) reduced inflation 2) while SIMD-547 proposal would add a new resource-based base fee with 100% burn. The new fee would start at 0.1 lamports. (1 Lamport - 0.000000001 SOL) According to my AI calculations additional 1,500–1,800+ SOL/day at the current network data would be burn. Still inflationary but the new fee can be raised in the future while Solana would still be the cheapest chain in town. What Solana still needs is creating onchain demand and that's why their push for tokenized stocks is so important: - Increased RWA TVL would bring arbitrage opportunities, traders etc -> more txs to burn SOL And if a bull market comes back $SOL could truly go deflationary. Especially if Solana goes Tron's way and increase transaction fees dramatically. The new resource-based-fee would give them that opportunity. (read my last post on Tron winning against Ethereum to understand the dynamic on how users can be monetized).View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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