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Solana Might Be Tightening The Supply Valve

Solana validators are getting close to advancing a proposal that could make SOL’s supply dynamics a lot more interesting.

The proposal, SGP-0003, combines two changes into one package.

The first change would increase how much SOL gets burned through transaction fees.

Right now, Solana burns roughly 650 SOL per day, or around $48K. Under the new model, that could jump to somewhere between 7,500 and 9,000 SOL per day, depending on network activity. That is a big difference.

The second change would speed up Solana’s disinflation schedule, bringing the network’s 1.5% inflation floor forward from 2032 to 2029.

Now, before the timeline starts yelling “SOL deflationary tomorrow,” calm down.

Solana is still issuing roughly 60,000 SOL per day, so this does not instantly make $SOL ( ▲ 2.42% ) a shrinking asset. But it does tighten the valve.

More burn. Less new supply over time. Better supply mechanics if demand holds up.

And that is what investors should care about.

Because token supply matters most when demand returns. If Solana keeps growing usage while emissions trend lower and burns rise, the asset gets a cleaner long-term setup.

It is not a guaranteed pump button. But it is the kind of tokenomics upgrade that can quietly matter a lot when the market starts caring again.

Another NFT Founder Walked Into The Courtroom

Federal prosecutors just charged the founder of NFT marketplace Few and Far with securities fraud and wire fraud.

The allegation?

He raised more than $10M from investors to build a Web3 marketplace, then allegedly spent a chunk of the money on online gambling, speculative crypto trades, personal expenses, a Miami condo loan, bonuses, salary, and apparently his DJ hobby.

Nothing says “decentralized future of finance” like investor funds becoming a side quest at Ultra Music Festival.

Prosecutors claim he sold rights to 95M FAR tokens to at least 67 investors through SAFTs, then hid the company’s financial problems after an audit uncovered misconduct.

The defense says this was a real startup that launched a real product, got crushed by the NFT collapse, and is now being unfairly rewritten as fraud with hindsight.

Fair enough. Failed businesses are not automatically crimes.

But the bigger message for investors is still obvious.

The NFT and Web3 fundraising era is not getting a free pass anymore.

Regulators are still digging through the 2021 and 2022 graveyard, and projects that raised big money with weak transparency are the easiest targets.

This is why due diligence matters.

If a team raises millions, you need to know where the money goes, what is actually being built, and whether the founder is building infrastructure or a DJ booth in his new condo.

Apple just secretly added Starlink satellite support to iPhones through iOS 18.3.

One of the biggest potential winners? Mode Mobile.

Mode’s EarnPhone already reaches 490M+ users that have earned over $1B, and that’s before global satellite coverage. With SpaceX eliminating "dead zones," Mode's earning technology can now reach billions more in unbanked and rural populations worldwide.

Their global expansion is perfectly timed, and investors like you still have a chance to invest in their pre-IPO offering at $0.52/share.

With their recent 32,481% revenue growth and newly reserved Nasdaq ticker, Mode is one step closer to a potential IPO.

Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering.

Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.

The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.

Reddit Got Smoked For The Wrong Reason

Reddit just reported another monster quarter.

  • Revenue hit $804.9M, up 61% year over year and well above estimates.

  • Ad revenue jumped 64%.

  • Net income more than doubled to $253M.

  • Adjusted EBITDA climbed 106%.

  • Free cash flow more than doubled.

  • International revenue grew 84%.

  • Q3 guidance came in above Wall Street expectations.

Basically, Reddit dropped a clean earnings report.

And the stock still fell 24%.

Why?

Because the CEO said search referral traffic got choppy late in the quarter.

That was it. The market saw one slightly annoying sentence and threw the whole stock into the trash like it was an abandoned meme coin. But this is where things get interesting.

While investors were panicking over where users came from, Reddit kept making more money from the users it already has. Global revenue per user rose 36% to $6.18. In the U.S., revenue per user jumped 51% to $11.85.

That is the actual story.

Reddit has spent years building one of the most engaged communities on the internet without fully monetizing it. Now the money machine is finally switching on.

The audience was always there. The business model is catching up.

Then there is the AI data angle.

Reddit already licenses user conversations to AI companies like Google and OpenAI. That segment grew 24% last quarter to $43M. It is only around 5% of revenue today, so it is easy to ignore. But it may be one of the highest upside parts of the business.

AI labs need real human conversation, debate, niche expertise, and messy internet brain rot to train better models. Reddit has decades of it. And because licensing data does not cost much to scale, a lot of that revenue could fall straight to the bottom line.

So yes, the market punished Reddit over traffic worries, but the bigger picture is still strong:

A growing ad business plus a high-margin AI data licensing engine.

And that is why I’m starting a position on $RDDT ( ▼ 0.98% ) now with this pullback.

This is not a short term trade but over the next 1-2 years I think it can become one of the strongest social media stocks present in the market.

Circle Is Building The Stablecoin Superchain

Circle just gave us another look at where stablecoins are heading.

Its Arc blockchain opens public mainnet on September 16, and the founding validator list reads like a TradFi Avengers roster.

BlackRock. DTCC. Galaxy. ICE. Mastercard. Visa. Standard Chartered. MoneyGram. SBI. Sumitomo. Global Payments.

That is not a random crypto validator set. That is the financial system putting its fingerprints directly on stablecoin infrastructure.

Arc is designed around USDC, with gas paid in USDC, day-one DeFi integrations from Aave, Morpho, and Uniswap, and wallet access through Binance Wallet, Kraken, Ledger, and MetaMask.

BlackRock is expected to deploy BUIDL on Arc, while DTCC plans to enable tokenization of assets it custodies in the second half of 2027.

Circle says the private mainnet already has more than 100 builders and has processed over half a billion transactions across nearly 3M wallets.

That matters because stablecoins are not just “crypto dollars” anymore. They are becoming payment rails, settlement rails, collateral rails, and eventually, capital markets infrastructure.

Circle’s Q2 numbers show the same trend.

USDC in circulation closed the quarter at $73.3B, up 19%. Onchain transaction volume hit $14.8T, up 151%. Circle Payments Network reached $14.7B in annualized transaction volume, and was already up to $23B by July 31.

Circle’s market share did slip to 27%, and reserve income is not as easy as it was when rates were higher. But the company is clearly trying to move beyond just earning yield on reserves.

Arc, payments, custody, tokenized assets, and enterprise stablecoin infrastructure are the real play. For investors, this is the big takeaway, the stablecoin sector is becoming one of the most important battlegrounds in crypto.

Tether is moving into robotics and machine payments. Circle is building regulated financial rails with Wall Street validators. Banks and payment giants are circling the same prize.

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