SOL 总供应量约为 5.87 亿枚代币,无固定上限,但通胀率随时间递减。目前通胀率约为 3.94%,新代币通过质押奖励生成,分发给验证者和委托人。初始代币分配将重要部分分配给早期投资者、Solana Foundation 和社区资助。质押机制激励代币持有者锁定其 SOL 以保障网络同时赚取奖励,目前质押收益受总质押 SOL、验证者佣金率和网络性能等因素影响。经济模型强调通过递减通胀维持可持续性,同时保持足够的激励保障网络安全和参与。
6. SOL 的治理模式与社区决策机制是怎样的?
Solana 通过结合链上和链下决策流程的混合治理模式运作。总部位于瑞士的非营利实体 Solana Foundation 在协调生态系统开发和资助倡议方面发挥核心作用。代币持有者可通过链上投票参与协议升级和功能实施的治理。SIMD(Solana 改进提案)作为技术变更的提案框架,而正式的链上投票决定主要协议决策。社区参与了关于基金会解散和增加去中心化的讨论。DAO 在生态系统内独立运作,管理特定项目、资助和生态系统功能。正在进行的 Solana 宪法倡议代表建立更正式的去中心化治理框架的努力。
🇺🇸 ETF Fund Flows: Last week, ETH, SOL, and XRP spot ETFs saw net inflows, while BTC spot ETFs experienced net outflows.
BTC: -$61.53 million
ETH: $27.42 million
SOL: $2.82 million
XRP: $14.86 million
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吴说区块链
08-03 12:55
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According to Wu, Tokenomist reports that several tokens will see large single-transaction unlocks (unlocking amounts exceeding $10 million) in the coming month, including HYPE, YZY, PROVE, KAITO, HENA, ZRO, CONX, and AVAX. Additionally, there are plans for linear large-transaction unlocks (monthly unlocking amounts exceeding $10 million) in the coming month, such as RAIN, SOL, CC, TRUMP, DOGE, WLD, ASTER, ZEC, MORPHO, TAO, AVAX, and PUMP, with a total unlocking value exceeding $1.282 billion.
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吴说区块链
08-03 11:56
フォロー
According to data from SoSoValue, Bitcoin spot ETFs saw a net outflow of $61.53 million last week (July 27th to July 31st, Eastern Time), ending a three-week streak of net inflows. Ethereum spot ETFs saw a net inflow of $27.42 million, marking four consecutive weeks of net inflows. SOL spot ETFs saw a net inflow of $2.82 million. XRP spot ETFs saw a net inflow of $14.86 million. HYPE spot ETFs saw a net outflow of $14.75 million.
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Rekt Capital
08-03 08:10
フォロー
I've released a new altcoin briefing 🔥
I'll be sharing charts and analysis for 6 altcoins
These altcoins are $TAO, $SOL, $SUI, $HYPE, $PEPE, and $ALGO
I release this altcoin briefing every Friday
Click here to register and read:
#BTC #Bitcoin
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Mario Nawfal
08-03 03:57
フォロー
🇺🇸 AI-related companies in China are reporting their strongest earnings growth in decades.
As of now, S&P 500 companies' Q2 2026 earnings have exceeded expectations by an average of 27%.
Nasdaq 100 companies are performing even better, exceeding expectations by 55%.
The Bloomberg AI Value Chain Index, which tracks chipmakers, cloud service providers, data centers, memory, networking, and power infrastructure, has exceeded expectations by 71%.
These figures indicate that the AI boom is delivering real profits, not just hype.
Source: @KobeissiLetter / Author: Sol
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DeFi PANDA 🐼
08-03 01:50
フォロー
When liquidity flows back into cryptocurrencies, we'll print money again. Right now, liquidity is flowing out of cryptocurrencies while the stock market is performing well, all thanks to Trump.
Issuing a token is now an achievement, haha. I don't know if we can print money again once liquidity flows back into cryptocurrencies, because the landscape for low-market-cap tokens has changed; it's no longer 2023 or 2024.
For SOL/Robinhood/BASE/BNB and many more upcoming blockchains, I think the number of buyers or active on-chain wallet users is far less than the number of newly issued tokens.
Hopefully, cryptocurrencies will make a comeback.
In the past two years, during the so-called "altcoin supercycle," 99% of cryptocurrency investors lost money, while the stock market soared.
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MartyParty
08-03 01:45
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Companies like Anthropologie possess more robust models, inaccessible to the public. The Financial Intelligence Center (FIC) is leveraging these models to discover and exploit vulnerabilities in all digital systems, including transaction security, distributed systems, and military security systems. This covers all "hacking" and exploits from 2026 to the Coldcard incident.
You won't hear anything about transaction or military vulnerabilities—believe me, there are indeed many security vulnerabilities currently, but distributed system vulnerabilities will be making headlines. Track fund flows and understand the strategies behind them. Asset stripping is in full swing before the system is reset. Autonomy is not in their plans. You will be forced to use sub-custody solutions.
This is Moore's Law at work. Soon, models will audit models. Soon, models will design new models. Vulnerabilities will be eliminated before the new system goes live.
In my view: the brave will be rewarded. Subordinates will be ousted and slaughtered. The new financial system will be thoroughly tested, and weaknesses will be eliminated. For those left out, this reset will be brutal.
Do you think this can work with debt at 130% of GDP? A surveillance model is being established. The Chinese model. Financial Intelligence Centers (FICs) are transnational; they are global.
Iran: The only force supporting US debt is US military power. It needs to demonstrate its power by occupying chokepoints and displaying strength. This isn't over yet. More trade routes will be cut off, more chaos will occur. Without rare earth elements, humanity cannot evolve further, so follow the resources.
Benner: The 1929 financial crisis was no coincidence.
The 2029 financial crisis, 100 years later, is man-made.
The monetary system is reset.
When everything returns to normal, the self-reliant will become the new elite, just like the elite after the Great Depression.
I might be wrong, but I'm here to watch the show and to remain self-reliant. 🍿
My argument remains: Bitcoin—pure capital.
Solana, SUI—value transfer, tokenization, execution. Instant messaging.
Just like Linux survived and continues to run the world.
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Crypto Ideology ✍🏻
08-03 01:40
フォロー
What is the true value of security in this field?
Data shows that the personal security application market will reach $5 billion to $7 billion by the early 2030s, with a CAGR of over 15%. However, within the entire Solana ecosystem, almost no one has combined truly life-saving practicality with innovative on-chain mechanisms like Garly.
I think we'll never truly understand its potential unless someone actually implements it.
Garly is that person 😊
Those currently holding $GARLY (and those about to join) are not only pioneers, they are setting a new benchmark.
Support this cause by adding a 🧄 next to your X code.
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Messari by Blockworks
08-03 01:20
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@Backpack issued over $23 million worth of tokenized equity on Solana.
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pandaWL
08-02 23:53
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Recently, I've seen many people considering MSTR as the top choice for bottom-fishing in this cryptocurrency market.
The reason is simple:
MSTR currently appears to have fallen to near its intrinsic value, with some even believing it's a "discounted purchase of BTC."
However, after some research, I believe many are still applying the logic of the last bull market to MSTR.
This is the biggest misconception.
Why did the market give MSTR such a high premium in the last bull run?
Many thought it was because it bought a lot of BTC.
But that's not the case.
What's truly valuable is the capital flywheel behind it.
BTC rises → stock price rises → additional issuance and financing → continued purchase of BTC → further increase in the value of each BTC share → the market continues to give it a higher valuation.
People weren't buying a cryptocurrency company, but a capital machine that could continuously amplify BTC returns.
Therefore, MSTR's premium at the time was essentially pricing in its financing capabilities.
But today, this logic has changed.
As financing costs rise and capital structures become more complex, Strategy is no longer the company that "only buys BTC."
It has begun building cash reserves and considering when to buy, when to sell, and how to manage debt and preferred stock.
In other words, it's increasingly resembling a fund company actively managing its BTC positions.
The question arises:
If MSTR's ultimate profits increasingly rely on management's capital operations rather than simply holding BTC, why should the market continue to give it the high premium it once did?
This is something I haven't understood.
Many say that once the bull market returns, the MSTR discount will definitely be corrected.
I agree with that.
However, a correction in the discount doesn't mean it will return to the previous two or three times, or even higher, premium.
Because there were no spot ETFs or such mature BTC investment channels in the last round, MSTR was almost the best tool for US stock investors to obtain high-beta BTC.
Today, this scarcity has decreased.
Therefore, I don't see MSTR as a "cheap version of BTC."
It's more like:
a financial product packaged together:
BTC price + fundraising ability + management operations + capital structure + market sentiment.
Being right about BTC's direction doesn't guarantee MSTR will outperform.
Therefore, if I were to re-rank this round of Crypto Beta, my order would lean more towards:
BTC > ETH > COIN > SOL > MSTR
BTC profits from the asset's intrinsic value appreciation.
ETH profits from the resurgence of on-chain finance.
COIN profits from the recovery of trading volume across the entire Crypto industry.
SOL profits from market risk appetite.
MSTR, besides betting on BTC, also involves betting on management, the fundraising environment, and whether the market is willing to revalue it significantly.
The more variables, the higher the potential for growth.
But more variables also mean more opportunities to make mistakes.
When buying the dip in a bear market, I prefer to buy certainty first, then potential for growth.
Because what truly determines returns is not who rises the fastest, but who can weather the entire cycle.