Token Unlocks & Issuance - Solana's market cap is hitting all-time highs (ATHs) despite the price not doing so, indicating a potential edge for informed investors [1] - Initial concerns that token unlocks would negatively impact the chain have not materialized, and Solana is approaching ATHs [1] - Data Availability Tooling (DATs) are actively purchasing remaining locked tokens, which is expected to reduce selling pressure [1] - Token issuance is decreasing over time, following a curve, and discussions are underway to further reduce issuance via a SIMD (a single instruction, multiple data) [1] Staking & Yield - Staking with a no-commission validator provides protection against issuance dilution and generates real productive yield from on-chain trading activity [1] - The market capitalization of Liquid Staking Tokens (LSTs) can be tracked to confirm the productive yield earned from staking [1] Market Outlook - The combination of no more significant token unlocks, sell pressure being absorbed, and decreasing issuance suggests a positive outlook for Solana [1]
X @mert | helius.dev
mert | helius.dev·2025-09-20 12:08