Anza just dropped one of the most quietly bullish proposals Solana has seen in a while.

SIMD-0411, authored by lostin and Ichigo, wants to double the disinflation rate from -15% to -30% per year. That single parameter change would cut the time to reach the terminal 1.5% inflation rate from ~6.2 years to just 3.1 years.

The result? Roughly 22.3 million fewer SOL hitting the market over the next six years compared to the current schedule.

That’s 22.3 million SOL that won’t be sold to cover validator costs, taxes, or the usual “leaky bucket” effect everyone complains about with staking rewards.

Why this actually matters right now

Solana’s inflation was always designed to slowly trend toward 1.5%, but the original -15% pace felt painfully slow to a lot of long-term holders – especially when staking rewards get partially sold every year just to pay taxes and operational costs.

By front-loading the emission reduction, the network gets to the “sound money” phase twice as fast as possible, dramatically lowering the perpetual sell pressure that has weighed on price during every bull run.

Year-one staking yield drops from ~6.41% to ~5.04% under the new schedule, but that’s a small price to pay for getting to the 1.5% terminal rate before 2029 instead of early 2032.

The modeling also shows almost negligible impact on the active validator set – only a tiny percentage flip from profitable to unprofitable as we converge faster.

The meme coin angle nobody is talking about yet

Meme coins on Solana live and die by SOL price momentum.

Lower inflation → more fee revenue → higher SOL price → tighter spreads and crazier pumps on Pump.fun, Raydium, and everywhere else.

Less native yield sell pressure on SOL → stronger price floor → more capital rotating into memes instead of getting dumped every epoch.

We’ve watched Bitcoin and Ethereum benefit massively from their own supply shocks (BTC halvings, ETH’s shift to deflation). Solana doing the same thing – but in one clean parameter tweak – feels like the grown-up move the ecosystem has been waiting for.

Read the full proposal and join the discussion here → Solana Forum - SIMD-0411

Original thread → Anza on X

This one could fly under the radar for a few days... but when the market wakes up to 22 million fewer SOL coming online, the price reaction is usually not subtle.