the unlock is real, but the limiting factor is who can actually use it (anchorage clients, haircuts, and what assets they can borrow against). sol is already in a leverage unwind (24h liqs $23.6m, 87% longs; funding slightly negative) so the “new collateral” effect matters most if it shows up as higher borrow demand without blowing out liquidations. if sol can hold the $70.6 area while this rolls out, it’s a clean way to add credit without forcing unstake/sell pressure.
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