SOL's passed disinflation proposal clearly favors long-term holders: Solana's issuance will fall by 18.9M SOL, about $1.47B, over six years. The vote nearly failed under the two-thirds rule as many validators resisted, before Kraken reversed course and Galaxy flipped from abstaining to yes at the end. It shows Solana's onchain governance works, though it was a very close call. x.com  x.com  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 is now a much larger coin and has already had its big growth phase, so Bitcoin should recover first. Solana moves about 1.35x as much as Bitcoin, so a 1.5x Bitcoin move implies roughly $195-$200, not the $234 level at Bitcoin's $125K high. Solana should still reclaim its old high later this cycle. 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 is set to gain a trust premium as Stonk Fun becomes the chain's runaway driver of activity, fees and revenue. Copycats have failed to match it, its tokenomics reward holders and small traders, and it diversifies Solana's fees. Solana and its platforms have tens of billions of dollars to deploy, and onchain volume is only 5-10% of bull-market levels. With disinflation and fee-burn proposals passed, and maybe new RWA or DePIN traction, SOL has a real chance of nearing $1K in a blowoff. … 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 

Solana has lost its moats: speed and retail mindshare carried it this cycle, and every narrative it was meant to own now has a stronger competitor. Memecoin attention is spreading to Robinhood, BNB and Base, Robinhood is coming for tokenized stocks, and Hyperliquid owns perps. Solana's perps did $8.9B last week, which Hyperliquid often does in a day. As more volume settles in its $15.5B of stablecoins, SOL matters less beyond gas. Pump.fun has sold about 4.8M SOL and expanded beyond Solana. … Show more

Solana's tokenized-equity spot momentum bolsters its case as an onchain equities venue. SolanaFloor reports Solana reclaimed first place in daily spot volume, exceeding all other chains combined. Solana may not compete with Hyperliquid in perps, but that does little to change this bullish view. x.com