🟠 The SIMD-0411 proposal could save the price for $SOL

📌SIMD-0411 is a proposal to change the inflation mechanism of #Solana, part of the "Solana Improvement Documents" – similar to Ethereum's EIP but lighter, focusing on protocol economics.
The SIMD-0411 proposal aims to accelerate Solana's inflation reduction from 15% to 30% per year, reducing the time to reach an inflation rate of 1.5% from 6 years to just 3 years (.

The builder wants to bring Solana into a mature stage, where the project no longer relies on token dumping but lives on the actual demand of the network - fees, MEV, volume.

📌If the proposal is successful, in the next 6 years, the new schedule will reduce approximately 22.3M )$SOL ~$3B( to be injected into the market. But the problem is where:

🟡 The difficult part lies in yield and validator
- Staking yield will decrease significantly. If the current yield is around 6.4%, the new trajectory will push it down to about 5%, then 3.5%, and 2.4% in just a few years. For small validators who rely on staking rewards, will they still remain committed to Solana?
- It is forecasted that about 5% of validators may no longer be profitable if they do not optimize their configuration ), and even the reduction in operating costs from Alpenglow has not compensated for this loss (.

🟢 Market implications: SOL becomes a "conditionally scarce asset"
supply reduction won't save the price.
liquidation decreases, the market float shrinks.
fees + MEV overwhelm the inflation rate and SOL may enter a state of net supply reduction.

This is what Ethereum has done well, and Solana wants to follow that path. Solana wants to break free from the shadow of high inflation chain.

📌SIMD-0411 may help #SOL step out of the release model to bootstrap by living off the volume from users. The biggest risk is that if in a few years the market is in a downtrend and on-chain volume dwindles, Solana will struggle significantly, even threatening its decentralization if validators leave.