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SOL at $80: Three Supply-Fix Proposals & RWA Volume Doubles | Ep. 1
Audio is available on Spreaker — see link below.
Three Solana protocol upgrades could slash daily SOL issuance to near zero — here's what SIMD-550, SIMD-123, and SIMD-553 actually mean for supply dynamics. Plus RWA spot volume doubles to $5.7B, technical signals turn bullish for the first time since October 2025, and the PUMP unlock on July 12 carries real risk.
Audio is available on Spreaker — see link below.
Three protocol upgrade proposals are circulating in the Solana community right now, and if they pass, they could push the network's daily net SOL issuance close to zero. That's the signal worth paying attention to today.
The backdrop to this governance push is a network that looks genuinely busy. Solana processed eight hundred and forty-seven point nine million transactions in its busiest single week, averaging fifteen hundred and nineteen transactions per second.
The technical picture has shifted. The daily MACD crossed above its signal line with an expanding histogram.
One story gaining material weight is real-world asset activity on Solana. Spot trading volume for tokenized assets jumped from two point six nine billion in the first quarter to five point seven billion in the second.
Two risk factors are worth keeping in focus. The PUMP token unlock on July twelfth is carrying a wide range of estimates, from roughly thirty-one million dollars to nearly one hundred and forty-eight million, depending on the source.
The honest read on Solana right now is that the fundamentals are improving but the proof hasn't fully arrived. Network activity is accelerating.
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