u/Rc7xn

INSTITUTIONS ARE ACCUMULATING SOLANA

If you compare this to one of the largest payment networks in the world.

Visa is widely cited as handling tens of thousands of transactions per second at peak capacity.

Sui just demonstrated throughput measured in millions during a live public mainnet stress test.

That’s not just another blockchain milestone. It could be the beginning of a much bigger conversation.

The better question is:

What happens when blockchain infrastructure reaches a scale that traditional finance can no longer ignore?

For years, scalability has been the industry’s biggest objection.

Can a public blockchain actually support the demands of global payments, Capital markets, Banks and Asset managers?

Most people assumed the answer is still years away, but Sui have just challenged that assumption.

And here’s why it matters.

Financial institutions don’t adopt technology because it’s decentralized.

They adopt infrastructure that is faster. More efficient. More reliable. And capable of handling enormous demand without breaking.

For a long time, public blockchains struggled to meet that standard.

High demand meant congestion. Higher fees. Slower execution.

And difficult trade-offs between performance and decentralization.

Sui’s latest demonstration points toward a different future.

Using Programmable Lightning Tunnels, transactions are executed off-chain between participants before being settled securely on-chain through cryptographic proofs.

Instead of forcing every interaction through the base layer…

The network can support massive parallel activity while maintaining the security guarantees of the blockchain.

That’s a fundamental shift.

And it opens the door to use cases that have historically been difficult for public blockchains. Real-time global payments. 24/7 settlement of tokenized assets.

Cross-border transfers at internet speed.

Financial applications serving millions of users simultaneously.

Autonomous AI agents transacting with each other at machine scale.

These aren’t simply crypto use cases.

They’re infrastructure use cases.

The kind of problems financial institutions spend billions trying to solve.

Now, does this mean Visa, JPMorgan, or the world’s largest banks are moving to Sui tomorrow?

Maybe….

The significance of 6 million TPS isn’t the number itself.

It’s what the number represents.

For the first time, the conversation is becoming less about whether blockchain can scale…

And more about which blockchain is best positioned to support the next generation of financial infrastructure.

That’s a very different discussion.

Because history shows institutions don’t wait for perfect technology.

They wait for technology that’s good enough to solve real problems at global scale.

If Sui continues proving it can deliver that…

The biggest opportunity may not be another crypto bull market.

It may be becoming infrastructure that the world’s financial system can actually build on.

That's a 100x speed up, faster than your card getting approved at checkout

It replaces two of solana's original systems with a smarter setup that cuts out unnecessary steps and frees up ~75% more space for actual transactions instead of network overhead

98% of validators approved it. It's already being tested. Mainnet expected Q3 2026

But three proposed changes are about to flip that math on its head.

Price has started to rebound, but the real story with SOL right now is happening at the protocol level. New supply is entering circulation at nearly 100x the rate it's being removed. For years, that dynamic has been a headwind for the token.

Three proposed Solana Improvement Documents (SIMDs) take direct aim at that imbalance. Each one pulls a different lever:

🔸 SIMD-550: Less new supply.

Solana's inflation is already on a declining schedule, heading toward a 1.5% terminal rate. SIMD-550 would double the pace of that decline, cutting the disinflation rate from 15% to 30% per year. Translation: SOL reaches its terminal, low-inflation state years sooner, and far fewer new tokens hit the market along the way.

🔸 SIMD-123: Less liquid supply.

This one opens the door to institutional staking through validator-managed pools. ETFs, custodians, and corporate treasuries that couldn't easily stake before now can. The effect is simple: more SOL gets locked into staking and out of the freely tradable float. Less liquid supply, less sell pressure.

🔸 SIMD-553: More demand captured.

Right now, a large share of Solana's network activity is underpriced. SIMD-553 introduces compute-based resource pricing, charging for the actual resources a transaction consumes, and burns those fees. At current activity levels, that could take daily burns from ~650 SOL to 7,500 to 9,000. A 12 to 14x increase in the amount of SOL destroyed every day.

Now stack them together. Less new supply, less liquid supply, and more burns.

Each change is meaningful on its own. Together, they bend the entire supply-demand curve in the same direction. Net new SOL issuance trends toward zero and, in an upside scenario, potentially negative.

This is what it looks like when a network stops just growing and starts converting that growth into scarcity. Adoption drives activity, activity drives fees, fees drive burns, and burns reduce supply. A flywheel where usage and token value finally point the same way.

Price reflects sentiment, tokenomics reflects structure, and the structure beneath $SOL is quietly strengthening.

Sui breaks through 2.5 million TPS with programable lightning tunnels on mainnet. Agent vs agent battle ongoing.

​

A public experiment will attempt 1,000,000 TPS on Sui Mainnet using Tunnels.

Anyone can join and spam transactions for free and all you need is an email address to participate.

Let’s see how far this can go.

Solana generated more DEX volume in 24h than Ethereum, Tron, BNB Chain, and Hyperliquid combined.

Solana's DEX volume genuinely has been strong recently — sitting in the $2B+ range over the last 24h per DefiLlama, with ~$65B over 30 days. That's a real number and worth talking about.

Their response? Inviting the whole internet to break the network on purpose.

The Sui Tunnels experiment opens soon. A public stress test pushing TPS limits under real load.

Guys, that's a bridge company telling the whole city to jump on the new bridge at once.

You only do that if your engineers are confident, right?

This is going to be interesting..

Currently Solana issues 65K SOL every day but only burns 650 SOL

(barely captures network value)

BUT, after SIMD-550 + 553 proposals:

> Inflation reaches the 1.5% terminal rate in 2.8 years (vs 5.7 years)

> Daily burns jump from 650 to ~8K SOL, scaling directly with real usage

> 19M fewer SOL issued over next 6 years ($1.5B at current prices)

More RWAs + tokenized stocks = more transactions, potentially pushing SOL burns to 12K – 20K+ per day

What if sustained high activity makes burns approach or rival issuance?

This is when SOL finally starts working like it should

And no other chain would have such a good Tokenomics and flywheel

SUI IS ABOUT TO PUT 1,000,000 TPS IN THE HANDS OF AGENTS AND HUMAN WITH JUST AN EMAIL

ON JULY 4, ANYONE CAN JOIN A PUBLIC MAINNET STRESS TEST USING JUST AN EMAIL TO SEND GASLESS TRANSACTIONS THROUGH PROGRAMMABLE P2P TUNNELS.

Solana's real world asset ecosystem has surpassed $3.4 billion in total value, a new all-time high. Up ~230% over the past year and now the third-largest chain for RWAs, behind only Ethereum and BNB Chain

Tokenization on Solana is quietly becoming a real thing.

The Paga deal, announced July 1. Tokenized real world assets and blockchain payments for millions of users across the continent.

Same day, 13.72 million SUI unlocked. $9.4 million of fresh supply hitting the market.

And the price? Up 11% this week anyway. SUI reclaimed $0.70 while leading the biggest unlock wave in crypto.

New demand is absorbing new supply.

Adoption on one side. Dilution on the other.

Right now, adoption is winning.

​

According to DefiLlama data, Sui Network's DEX volume is up +14.42% over the past week, reaching a total of $298.6M .

At the same time, however, SUI's TVL has tumbled over the past year, falling from recent highs of more than $2.6B in October 2025, to just $414M at time of writing.

- BlackRock's BUIDL doubled up 106% to $525M, after anchorage digital added custody support

- PRIME up 124% to $361M

- ONyc up 100% to $145M

You already know this quarter is going to be bigger and better

SUI IS PREPARING TO UNVEIL THE NEXT ERA OF ONCHAIN FINANCE 🤯🤯🤯

Adeniyi says the next major chapter of SUI Finance will be unveiled at Basecamp 2026 this October. With institutional adoption, stablecoins, AI agents, and payments accelerating across the ecosystem, all eyes are now on what’s next for SUI Finance.

October just became one of the biggest dates on the SUI calendar

HASHI on Sui Network is gonna be the first time ever in history where you have

- fully decentralized infrastructure

- with minimal trust assumptions

- backed by actual institutional insurance

enabling institutions to lend Bitcoin directly in DeFi

l1 / chain abstraction:

$avax: $68 - 145

$ton: $14 - 32

$sui: $4.2 - 12.8

ai / depin / networks:

$tao: $480 - 1290

$render: $14 - 36

$grass: $2.9 - 8.2

$fet: $3.6 - 10.5

$hnt: $8.5 - 22.4

$fil: $11 - 29.5

rwa / defi / infra:

$ondo: $2.4 - 6.8

$propc: $5.1 - 14.2

$jup: $1.9 - 5.2

$gmx: $72 - 195

$aave: $210 - 540

modular data and agentic compute leading the metrics. macro timelines remain volatile. standard dyor / nfa frameworks active.

who is stacking heavy into these narratives through this local dip? drop your top targets below

We're seeing a new paradigm where objects are the key to unlocking native AI integration, and Sui is at the forefront of this movement, with primitives that make AI feel right at home.

This approach allows for a more natural and intuitive understanding of ownership, as noted by kostas kryptos

We're building a future where AI and blockchain coexist seamlessly!

According to Grayscale Research, Solana now hosts 1,000+ applications and processes an average of 100+ million transactions every single day.

Think about that for a second:

• 1,000+ active apps building on the network

• 100M+ daily transactions

• One of the fastest-growing ecosystems in crypto

While many chains are still fighting for users and developers, Solana continues to attract builders, traders, gamers, DeFi users, and AI projects at scale.

Love it or hate it, the numbers are becoming hard to ignore.

The real question is:

Can Solana maintain this growth and become the dominant blockchain for mass adoption, or is this just another cycle-driven surge?

What's your take on SOL's future?