💰 Solana Apps Keep The Money
1 extracted signal · 0 resolved · 1 still active
Gerhard - Bitcoin StrategyIndependent analyst profile- Source published
- 01 Nov 2026, 13:00 UTC
- Recorded by Tahlil Plus
- 01 Nov 2026, 13:32 UTC
AI-generated source summary
The SOL token's economic model is examined, focusing on the revenue generated by applications on the Solana blockchain and the token's burn mechanism. Apps on Solana generated $1.35 billion in revenue over 12 months, with revenue going to the app developers, not directly to the SOL token. The Solana chain burns half of its basic transaction fees, resulting in approximately $26 million being burned annually. However, staking rewards create about $2.2 billion of new SOL per annum. This means the annual burn covers only about 1% of the new tokens issued. Consequently, the supply of SOL keeps growing, which is presented as a potential upside factor if the ecosystem's growth outpaces inflation. The analysis suggests that if a significant portion of app revenue were to reach the token, the situation could change rapidly. A key metric highlighted is the ratio of how much is paid for every dollar that reaches the token, implying a potential undervaluation or overvaluation scenario that is yet to be fully determined.
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Gerhard - Bitcoin Strategy
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