Solana co-founder says supply expansion for SOL-funded acquisition could be more bullish than lower inflation

Solana co-founder Anatoly Yakovenko said the most bullish Solana Improvement Document may not be one that lowers inflation, but one that temporarily expands SOL supply to acquire another company and direct that business's revenue into a buy-and-burn mechanism. The idea adds a new angle to Solana's tokenomics debate, which has otherwise centered on cutting emissions and increasing token burns. It contrasts with SIMD-0411, a formal proposal to accelerate Solana's disinflation schedule by increasing the annual disinflation rate from -15% to -30% while keeping the terminal inflation rate at 1.5%, a change modeled to bring that level forward to early 2029 from early 2032, reduce emissions by about 22.3 million SOL over six years, and lower nominal staking yields over time. Helius CEO Mert Mumtaz questioned how validators could coordinate owning and running a company together, underscoring governance hurdles. Yakovenko's comments were presented as an idea rather than a formal governance measure, and no acquisition or implementation plan was outlined. The discussion also follows debate over SIMD-547, a proposal to introduce a resource-based base fee that would be fully burned, replacing a system under which about 648 SOL is burned daily through base fees, according to the proposal.

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