Crypto Scenario Insights
What happened
Solana Company, a company listed on Nasdaq that also operates a validator on the Solana network, has announced its opposition to a governance proposal known as SGP-0002.
If it goes well
If SGP-0002 passes, it signals a victory for Solana's disinflationary goals and decentralized governance. This would mean that the majority of SOL stakers, when presented with a clear conflict of interest from a major va…
If it goes badly
If SGP-0002 fails due to opposition from Solana Company and potentially other validators with similar financial interests, it could signal a setback for Solana's disinflationary objectives and highlight governance challe…
What we think
Our reading is that this scenario presents a crucial test for Solana's governance, with the 'good case' appearing more probable, though not guaranteed.
Read the analysis
Solana Stakers Face Yield Uncertainty as a Major Validator Opposes Inflation Cut
We explain what happened and what could follow. We do not forecast prices.