According to public information, the token economics model of Solana (SOL) is centered around a dynamic inflation mechanism and regular unlocks. The following is an analysis of its economic model and the selling pressure from 2026 to 2027.
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📊 Overview of SOL token economics model
1. Inflation mechanism
· Initial design: The initial inflation rate is 8%, decreasing at a rate of 15% each year until it stabilizes at 1.5%. · Current status: As of July 2025, the inflation rate is approximately 4.395%. · New proposal (SIMD‑0411): A proposal in November 2025 suggests increasing the rate of inflation slowdown from -15% to -30%, aiming to reduce the inflation rate to 1.5% by early 2029, while also reducing the issuance of approximately 22.3 million SOL over the next six years.
This is an extreme and core risk scenario about MicroStrategy (MSTR).
This is an extreme and core risk scenario about MicroStrategy (MSTR).
In the current market environment (December 2025), the so-called 'Death Spiral' is no longer just a theoretical concept; it is becoming an increasingly tangible risk path as the company's stock price fluctuates and premiums shrink.
MicroStrategy's 'infinite leverage and accumulation of coins' model is essentially a forward flywheel based on high stock price premiums. Once this flywheel reverses, it may evolve into a 'Death Spiral.'
The following is a detailed breakdown of this collapse path:
RWA Derivatives OI Breaks $600 Million, Lighter and Hyperliquid See Significant Market Share Increase
According to Contribution Capital's data manager Eugene Bulltime, on-chain RWA derivative trading has gradually gained attention. Currently, Lighter ranks first in RWA OI with $280 million, accounting for approximately 16% of the platform's total open interest. Its market share in RWA derivatives has increased from 29% to nearly 50% over the past month; Hyperliquid, bolstered by the HIP-3 market, has seen its market share rise from 15% to 30%. Although Ostium has maintained a major share this year, it is beginning to lose its leading advantage. Notably, the growth of Lighter and Hyperliquid has actually brought additional liquidity, with RWA OI increasing from $384 million to $607 million.
$aia #aiai Is there still a chance? Personally, I think there is still a chance; the track is good, the investors are good, and one can ambush spot near 0.5.
$BTC Everyone, please read carefully! My personal comprehensive analysis indicates that the market has not yet adjusted properly and may further dip to around 88,000 for consolidation. In December, with the favorable interest rate hike, it could reach 130,000, ending the long bull market.
#美联储降息预期 The trade war is beneficial, interest rate cuts are beneficial, China-US cooperation is beneficial, let's go for it! But be cautious of the pullback in mid-November!