火星财经消息,于8月26日,资产管理公司21Shares发布文章称,Solana正在推进SIMD-550与SIMD-553两项提案,旨在通过加速通胀下降并提升SOL销毁量来重塑代币经济。SIMD-553已于7月20日获得开发团队批准并合并入主网,而SIMD-550自8月23日起进入投票阶段。若两项提案均获通过,预计将在六年内减少约14亿至15亿美元的SOL发行量。 SIMD-550拟将Solana的年度通胀下降速率从15%提升至30%,使网络达到1.5%最终通胀率的时间从约5.7年缩短至2.8年,即从原定的2032年上半年提前至2029年上半年。根据提案预测,名义质押收益率将从当前约5.25%降至第一年的4.34%、第二年的3%和第三年的2.25%。 SIMD-553则对金融活动申请的计算单元收取销毁费用。按当前网络活动水平估算,每日SOL销毁量预计将从约600至800枚提升至7,500至9,000枚,价值约71.25万至85.5万美元,但仍不足以抵消当前每日约450万美元的通胀发行量。 质押收益下降将直接压缩验证者收入。SIMD-553中验证者投票费用的设计尚未最终确定,相关成本最高可能升至当前水平的21倍;在SIMD-550的预测下,738个验证者中,第一年约有2个将转为亏损,第三年可能增至30个。 降低发行量并提高销毁量有助于改善SOL的长期供需结构,但并不必然导致价格上涨。目前Solana的质押率约为67.93%,接近以太坊34.14%的两倍;降低质押收益的部分目的,是引导资金流向DeFi等链上应用场景。然而,MEV与优先费收入需增长约55%至95%,才能完全弥补质押收益下降带来的收入损失。
Solana Proposes Inflation Reduction and Increased Token Burns; Staking Rewards May Halve in Two Years
MarsBitShare
Solana is advancing two proposals, SIMD-550 and SIMD-553, designed to reduce inflation and increase token burns, with a focus on improved inflation data. SIMD-553 was approved on July 20 and integrated into the codebase, while SIMD-550 entered voting on August 23. If enacted, these proposals could reduce SOL issuance by $1.4 to $1.5 billion over six years. SIMD-550 would accelerate the inflation reduction rate from 15% to 30% annually, bringing the final rate to 1.5% by mid-2029. Staking rewards could decline to 2.25% by year three. SIMD-553 introduces a burn fee for compute units, increasing daily burns to 7,500–9,000 SOL, valued at $712,500–$855,000. These changes may also impact validator profitability, with up to 30 potentially becoming unprofitable by year three. New token listings on Solana may reflect these adjustments in the coming months.
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