Solana burn surge lifts RWA trading as SIMD-550/553 target 30% disinflation
Solana is seeing renewed trader focus after Anza CEO Brian Wang said key Solana burn proposals—SIMD-550 and SIMD-553—are expected to be completed this year. If approved as expected, they could double SOL disinflation to 30% and reduce emissions by about $1.36B over six years (at current price assumptions).
The same update projects a sharp rise in Solana burn activity: estimated daily SOL burns could move from roughly 650 SOL to around 9,000 SOL, equivalent to about $47,000 to $646,000 per day. Traders are watching whether the proposals advance through Solana’s governance process.
Meanwhile, Solana’s tokenized capital markets are expanding. The network reportedly captured 96% of onchain equity trading volume. Tokenized stocks hit a record $187.9M in daily volume. Backpack’s SPCX exceeded $108M daily volume and $350M cumulative volume, while Sunrise DeFi’s SPCX crossed $60M in 24-hour volume. The article also notes more than $100M in tokenized equity volume within one day.
Beyond RWA, Solana AI and infrastructure activity increased, including x402-powered pay-per-request payments, AI routing, and bandwidth optimizations. Overall, the combination of tokenomics changes and strong RWA volumes is renewing momentum for SOL-focused positioning.
Bullish
This is bullish for SOL because it links two market-relevant drivers: (1) potential tokenomics acceleration via SIMD-550/553 that could raise SOL disinflation to 30% and materially increase Solana burn, and (2) strong real-world asset (RWA) traction where Solana captured 96% of onchain equity volume and tokenized stocks hit record daily figures.
In the short term, traders typically bid the asset ahead of governance catalysts when burn/disinflation expectations rise and when activity metrics for RWA platforms surge. That combination can improve liquidity sentiment and support momentum trades around SOL.
In the long term, if the proposals progress as expected and sustained tokenized-equity volumes remain high, the market may re-rate SOL as the “capital markets execution” chain for RWAs—similar to how past infrastructure-and-tokenomics upgrades on major L1s often improved valuation expectations when measurable usage followed.
Key risk: the proposals still must complete Solana’s governance process. If timelines slip or burn projections disappoint, the move could turn into a headline fade. Still, the breadth of RWA volume plus concrete tokenomics targets makes the expected impact more supportive than neutral.