Posts
avatar

Solana $SOL | Cycle Bottom Pt 2. @AltcoinPsycho could be right. Solana looks like it's carving a bottom and the protocol's fundamentals have never been stronger: 𝗧𝗲𝗰𝗵 𝗶𝗻𝗳𝗹𝗲𝗰𝘁𝗶𝗼𝗻 ○ Firedancer is LIVE - shipping since Dec 2025 ○ Single-client fragility is gone ○ Alpenglow cleared governance at 98.3% = sub-second finality (~150ms) targeted for mainnet late 2026, vs ~13s today 𝗥𝗲𝗹𝗶𝗮𝗯𝗶𝗹𝗶𝘁𝘆 ○ No major outage since Feb 2024 ○ Fees are basically free ~$0.001–0.003 a swap ○ Even Oct 2025's liquidation stress topped ~$0.007 𝗥𝗲𝗮𝗹 𝗿𝗲𝘃𝗲𝗻𝘂𝗲, 𝗻𝗼𝘁 𝗻𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲 ○ #1 chain by app revenue ○ $257M in Q2, 9 straight quarters ahead of L1/L2's ○ ~4.3M daily active addresses ○ DEX volume now level with $ETH (~$43B vs ~$46B, 30d) 𝗣𝗮𝘆𝗺𝗲𝗻𝘁𝘀 𝗿𝗮𝗶𝗹𝘀 ○ TradFi is settling here - Visa, Western Union and Stripe all clear $USDC on Solana ○ ~$12–16B in stablecoins, $PYUSD +500% Y/Y ○ Token-2022 is the default rail for new institutional coins 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗯𝗶𝗱 ○ Spot SOL ETFs live + staking-enabled ○ ~$1B+ cumulative inflows since Oct 2025 launch ○ Public treasuries hold ~3% of supply (~16–18.5M SOL) 𝗧𝗼𝗸𝗲𝗻 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀 𝘁𝗶𝗴𝗵𝘁𝗲𝗻𝗶𝗻𝗴 ○ ~68% of supply staked at ~5.7–6% ○ One of the highest staking ratios in crypto ○ Inflation down to ~3.8% from an 8% start ○ SIMD-0550 (a live proposal) would double disinflation — ~$1.5B less future supply Reliable, near-free, #1 in revenue and now the institutionally bid could revive Solana momentum

This content is for informational and educational purposes only. It may include third-party insights, sponsored content, or promotional material for which the creator may receive compensation. Nothing in this feed constitutes investment advice or a guarantee of returns. You are solely responsible for your own investment decisions. Always conduct your own research and exercise caution before trading. We do not guarantee the accuracy of third-party information and are not liable for any losses incurred. Past performance is not indicative of future results. Please refer to our Community Terms and Risk Disclosure Statement for details.

avatarPost your reply

Comment