Market Analysis - SOL price changed without corresponding change in market capitalization [1] - Suggests SOL is not undervalued due to its inflationary nature [1] - Predicts a potential price range of $50-$70 for SOL if the market doesn't improve quickly [1]

Market Reaction - The market reaction to Labour's budget was muted due to the unlikelihood of it being inflationary and the absence of actively harmful policies [1] - Avoiding a bond-market tantrum is not enough [1]