Solana's disinflation vote passing makes the bull case more obvious every day. The proposal passed with 67% support, a thin margin but not a bad one, and with SOL 64% below its all-time high, breaking that high again should not be very difficult. Buying Solana at $73 is like buying Bitcoin at $73. x.com  x.com 

Solana keeps grinding higher because it is the fastest chain in the space, with real usage, real volume and builders shipping constantly while the rest of the market argues over narratives. The chart projects a 37% next move. x.com 

Solana looks like last cycle's Ether, a laggard among the majors, because its inflation keeps diluting holders. Emissions run about $5 million a day at current prices and rise as price climbs, and even with the new proposals SOL would remain inflationary. Growth in onchain activity does not accrue value to the token, and SOL was the worst-performing major even as ETH moved up. Any upside from the proposals passing is a short-term trade to sell into. x.com  x.com 

Solana's 85-fold improvement in finality has yet to show up in SOL's price. Finality fell from 12.8 seconds to about 150 milliseconds yesterday, while SOL slipped 2% and sits near $104 in the accumulation zone. Most won't notice until price does. x.com 

Solana's financial activity is scaling through stablecoin volume and institutional tokenized funds. It reportedly processed $5 trillion in stablecoin volume in 2026, while JPMorgan Asset Management launched two tokenized money-market funds on Solana for qualified US investors through Morgan Money. x.com  x.com 

Pump.fun monetizes by selling SOL to buy PUMP, favoring PUMP over Solana's native token. Over the long term, the two should flip, primarily because SOL is expected to fall to $12. x.com 

Solana's faster finality should improve exchange and cross-chain UX and speed up app backends. Its biggest upgrade yet, Alpenglow, cut finality by about 95% in the attached chart, from roughly seven seconds to under one. Developers who avoided confirmed commits should see ingestion and indexing speed up by at least 90%; those apps could show users feedback sooner. x.com  x.com  x.com 

Solana's Alpenglow cutover could make settlement fast enough for DEX trading, payments and tokenized assets. The mainnet upgrade targets finality falling from about 12.8 seconds toward 150 milliseconds, strengthening the base for those applications. Add for the finality improvement, not the upgrade-day candle; verify actual on-chain finality and validator stability before leaning on it. x.com 

Solana is struggling to sell blockspace, a commodity racing to zero, while heavily diluting holders. At this year's rate, fees come to about $300M against roughly $2.4B of newly minted SOL, and fees are down about 79% year over year amid competition from Ethereum, Base, Hyperliquid, Near and others. SOL is not money either, so neither a profitable-chain nor a monetary-premium bull case holds. Nasdaq earns 17x what Solana does while buying back about twice as much and issuing no shares. x.com  … Show more

Solana remains bullish through a mini onchain bear season because it keeps producing real innovation and novel products from really smart developers. Onchain activity is just as weak on Robinhood's chain and BNB, but once it picks back up, Solana's products and coins should rerate. x.com