Up 46% in August, with $1.2 billion flowing into ETFs over five days: SGP-0002 is igniting Solana’s “supply shock” narrative SOL started August at around $73 and briefly broke above $110, gaining 46.9% for the month. This ended a record 10 consecutive months of declines. Its strongest monthly performance since March 2024. U.S. spot Solana ETFs saw net inflows for five consecutive days, totaling $1.22 billion. On August 24, daily inflows reached $33.5 million, the largest of 2026. Bitwise’s BSOL surpassed $1 billion in assets under management, becoming the first Solana ETF to reach this milestone. It alone absorbed 80% of the entire Solana ETF market’s inflows. Institutions are not testing the waters—they are buying aggressively. But this is only half the story. The other half is happening at the code level—SGP-0002. On August 28, Solana validators passed the proposal with 67% support, raising the annual inflation reduction rate from 15% to 30%. Over the next six years, SOL issuance will decrease by approximately 18.9 million tokens, worth around $1.4 billion to $1.5 billion. The timeline for reaching a final inflation rate of 1.5% will move forward from 2032 to 2029. Supply is tightening while institutions are buying aggressively. A supply-demand divergence is taking shape. But don’t get excited too soon— A reduction in supply does not necessarily mean the price will rise. On the day the proposal passed, SOL traded at around $105 and instead fell 1.2%. The market always prices things in ahead of time. More importantly, validators’ staking yields are set to decline. 21Shares’ model shows that nominal staking yields will fall from approximately 5.25% to 4.34% in the first year, 3% in the second year, and 2.25% in the third year. Of the 738 validators, 2 will become unprofitable in the first year and 30 by the third year. With validators earning less, will they still be willing to continue staking? Who will guarantee network security? Solana company HSDT voted against it, arguing that predictable staking yields are necessary. The company earned $2.51 million from staking, and then its returns were suddenly cut—anyone would be upset. SGP-0002 has put the “reduced supply” narrative on the table. ETF money is still flowing in. But whether the narrative can hold depends on whether the Solana ecosystem can make up for validators’ losses through transaction fees. If it can, SOL’s scarcity narrative will come full circle. If not, this will be yet another “buy the rumor, sell the news” story.#Gate7天净流入全球Top3 #Strategy股价突破135美元 #BTC重返81000美元 $BTC $ETH $SOL

I originally wanted to cut losses and sacrifice to the heavens, but the ritual never happened—the meat roasted itself instead. 🍖 When the sell-off first hit in the early session, $DGAI tried to bounce, but the rebound lacked strength and volume failed to follow. I’ve seen this kind of fake move many times, so I opened a short directly. Don’t lose patience grinding around in a range, only to try to regain your dignity in a one-way move. 📉 From 0.7675 to 0.6629, +310.68% secured. The wait wasn’t in vain—I got the rhythm of this move right. The brothers on board should all be smiling. 😄 Close 70% first; take profits when they’re there. Move the stop-loss on the remaining 20% to the entry price and let it do its own thing. Having no position isn’t a sin; opening positions recklessly is the mistake. 💪 Now is not the time to charge in; chasing shorts makes it easy to get stuck halfway down the mountain. Wait for a more comfortable position in the next round, then reassess when a new structure emerges. There will still be opportunities, so don’t rush. $SOL $BTC

I was just about to go rant on the forum, but then I saw my balance and thought, forget it—the market is always right. 😄 During the intraday bottoming process, each rebound was weaker than the last. Never mind that volume failed to follow; every upward push looked like someone was holding it down. I judged this rebound to be weak and opened a short directly at 0.12965. While everyone else was running, I stayed calm and held on. I opened the chart this morning and saw that the current price was already 0.11857. $CLO had reached +409.33%—feels great, brothers! 🔥 This profit is delicious. The money you make is the realization of your knowledge; the money you lose is the flaw in your knowledge. I would rather miss a limit-up than catch a falling knife and end up covered in blood. I’ll close 70% of the short first and put the profits in my pocket, then move the stop-loss on the remaining 30% to the entry price. Take profits when it’s time—don’t get greedy for the last bite. Chasing the trade can easily leave you bagholding at the top; there will be more comfortable entry points later. There are still opportunities, so don’t rush—wait for my signal. $SOL $LAB