SOL at $80: Three Supply-Fix Proposals & RWA Volume Doubles | Ep. 1
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SOL at $80: Three Supply-Fix Proposals & RWA Volume Doubles | Ep. 1
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ナレーター：
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著者：
(00:01:28) On-Chain Activity vs. Price Reality
(00:02:29) Technical Reversal Since October 2025
(00:03:03) RWA Momentum and Institutional Moves
(00:03:47) PUMP Unlock and Jito Concentration
(00:04:42) What to Watch Next
Three protocol proposals — SIMD-550, SIMD-123, and SIMD-553 — are circulating in the Solana governance community, and together they could reduce daily net SOL issuance close to zero. Right now, the network mints roughly 60,000 SOL per day against just 650 burned. SIMD-553 alone would push daily burns to between 7,500 and 9,000 SOL based on resource usage. No vote date is set, but if adopted, the supply dynamic could flip entirely within 12 to 24 months.
On-chain, the network looks genuinely active. Solana hit 847.9 million transactions in its busiest single week, averaging 1,519 TPS, while 1.6 million new addresses were added in two weeks. Yet SOL sits around $80 — still 23% below its 200-day moving average — and 24-hour trading volume dropped 29% to $1.54 billion even as the weekly price gain reached 14%. Thin participation on a rising price is a pattern worth watching carefully.
Technically, the daily MACD crossed bullish and the SuperTrend indicator flipped to a buy signal for the first time since October 2025. The $79.88 level is the key support to hold.
On the institutional side, RWA spot volume on Solana doubled from $2.69B in Q1 to $5.7B in Q2. Solana also signed an MOU with Kazakhstan for the Alatau City tokenization project, a reported $6B development — details remain thin.
Two risk factors: the PUMP token unlock on July 12 (estimates range from $31M to $148M) and Jito's 95% validator client share, which is drawing growing regulatory scrutiny around MEV extraction.
Analytical, no hype. Built for SOL holders, developers, and crypto investors.
This episode includes AI-generated content.
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