The Solana Digital Asset Treasury (DAT) DeFi Development Corp. (DFDV) recently expressed support for a comprehensive proposal aimed at accelerating the network's deflationary process.
On Tuesday, DFDV became the first Solana treasury to publicly support the Solana Improvement Document (SIMD)-0411. This proposal suggests increasing Solana's annual deflation rate from 15% to 30%, thereby reducing the expected issuance of over 22 million SOL in the next six years.
"This proposal may come as a surprise to some, but the timing is reasonable," DFDV noted in a statement. "The entire ecosystem has expressed growing concerns about Solana's current inflation plan and its impact on the price of SOL."
Data from the Solana Strategic Reserve shows that DFDV holds nearly 2.2 million SOL, valued at approximately $300 million at the time of writing. This makes the company the third-largest corporate holder of SOL tokens.
While DFDV's support adds institutional weight to this high-stakes discussion, other DATs, such as Forward Industries or Solana Company, have yet to comment on the topic.
Helius Labs developers formally proposed SIMD-0411 on Saturday, marking one of the most significant monetary policy proposals since Solana's launch.
The draft suggests increasing Solana's annual deflation rate from 15% to 30%, which would allow the network to reach a long-term final inflation rate of 1.5% in three years instead of six.
According to the model analysis shared in the proposal, this change would reduce the expected issuance of approximately 22 million SOL tokens over six years, equivalent to about $3 billion.
Developers emphasized that the existing inflation curve no longer reflects the network's maturity, specifically pointing out factors such as network revenue, user activity, and decentralized finance (DeFi) throughput.
By cutting the issuance, proponents of the proposal argue that the network can reduce structural selling pressure and align more closely with institutional investors' expectations for modern crypto assets.
CoinGecko data shows that SOL has dropped from $197 on October 26 to $136 at the time of writing, a 30% decline in one month. This sharp drop has made the inflation debate more urgent, with some top corporate holders facing significant losses.
According to CoinGecko data analysis, the largest corporate SOL holder, Forward Industries, is facing an unrealized loss of about $646.6 million, down 41% from its total purchase price.
The fifth-largest corporate holder, Upexi, is also in a loss position, with an unrealized loss of about $31 million, down 10% from its entry price.
DFDV, which publicly supports the proposal, remains in a profitable state. CoinGecko data shows that the company is still up about $62 million, reflecting an unrealized gain of 26.6% on its SOL purchases to date.
Related: Solana (SOL) rebounds alongside the broader crypto market: Is $160 possible?
Original article: “Solana Treasury Supports ‘Double Disinflation’ Plan Amid 30% SOL Price Drop”
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