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 wasn’t even expecting to break even, but it went straight into profit for me. This service is incredibly solid. 🙏 While everyone else was running, $ZHIPU was still holding on, but buying support was insufficient, so there was no one to take it higher. I said at the time that this kind of rebound was a paper tiger. Sure enough, it slid all the way from 144.04 to 136.48, securing +268.17% in floating profit. 😎 This trade feels great, brothers. Close 70% first and put the bulk of the profits in your pocket. Move the stop-loss on the remaining 20% up to the entry price. Don’t panic during a rebound—let the profits run. Managing risk beforehand is called being rational; cutting after losses is called decisively cutting your losses. 🔥 For those who haven’t gotten in yet, take it from me: now is not the time to chase. I’ll alert you immediately when the next signal arrives. Money earned is the realization of your knowledge; money lost exposes the gaps in your knowledge. Don’t rush—there will be plenty of opportunities. $BTC $ZEC

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