Solana · SOL
The high-throughput chain for on-chain stablecoin payments
A leading on-chain-payments chain with huge real usage and must-hold gas demand, held back by ~1% quarterly staking issuance.
How we judge every coin · tap▾
You want coins with the best chance to rise. Three forces decide it: inflation (fewer new coins = less selling pressure), narrative (a strong story pulls buyers in), business model (is the token actually needed, and used). Full method →
SOL · staking issuance, disinflating each year.
SOL is the native coin of Solana, a high-throughput Layer 1 — ~581M circulating, no fixed cap, ~68% staked.
Sell pressure. Staking issuance runs at ~3.77%/yr — about 5.84M SOL this window — falling ~15% a year from an 8% start toward a 1.5% floor.
Buy pressure. Half of each base fee is burned, but it's tiny next to issuance; there is no buyback.
Net. About 1% of supply over 90 days — growing, but the issuance rate keeps falling.
New SOL is minted to pay stakers — about 5.84M over the next 90 days at the roughly 3.77% yearly rate. That rate began at 8% and falls about 15% a year on a fixed schedule toward a 1.5% floor, so the number trends down each year. All of it goes to validators and delegators; the foundation share is zero.
SOL is fully unlocked — team and early-backer vesting has expired, and no published cliff reaches the market in the window.
About 48.58M SOL is non-circulating (foundation residual and stake-pool accounts). No discretionary in-window deployment is booked; the pool is tracked, not projected.
The FTX/Alameda estate's locked stake is now zero; roughly 2.985M SOL remains and moves as opportunistic unstakes and creditor repayments, with no dated cliff in the window. The large locked tranches were auctioned to institutions back in 2025.
No buyback exists — staking rewards are paid from fresh issuance, not from market purchases.
Half of each base fee is burned on-chain, but the absolute pace is tiny — around 0.07M over 90 days against 5.84M of issuance — so it nets to zero at the shown precision. Priority fees now go entirely to validators, not the burn.
No open-market accumulation programme — monitored.
No new multi-year lock or escrow with an announced quantum. Staking locks SOL for yield, but it is validator-driven, not a programme.
My research. My portfolio. Free.
Deep research weekly. My real holdings monthly.