Solana Proposal to Halve Inflation Timeline to 3.1 Years Garners Support from Nasdaq-Listed DFDV

DeFi Development Corp. (Nasdaq: DFDV), a prominent public company with a treasury strategy centered on accumulating Solana (SOL), has publicly endorsed Solana Improvement Document-0411 (SIMD-0411). This proposal aims to significantly accelerate Solana's disinflation schedule, reducing the time to reach its 1.5% terminal inflation rate from approximately 6.2 years to 3.1 years. The company's support was shared by "jussy" on social media.

The core of SIMD-0411, introduced by Mert Mumtaz, CEO of Helius Labs, is to double the annual disinflation rate of SOL from 15% to 30%. This adjustment is projected to reduce SOL emissions by 22.3 million tokens over the next six years, equating to roughly $2.9 billion at current SOL prices. The proposal is currently undergoing community review and, if passed, is anticipated to be activated in mid-2026.

DFDV's endorsement of the proposal highlights several potential benefits for the Solana ecosystem. According to the social media post, the company believes the change will lead to "Less $SOL sell pressure," a "Stronger monetary policy," and "More sustainable DeFi." The tweet further stated, "Cleaner emissions, healthier ecosystem," indicating a positive outlook on the long-term economic health of the network.

While the proposal aims to enhance SOL's long-term supply dynamics, it is expected to gradually decrease nominal staking yields for validators and delegators. Current projections suggest yields could move from approximately 6.4% today to 5.0% in the first year, then to 3.5% and 2.4% over the subsequent two years. This could impact smaller validators, with estimates suggesting around 47 of Solana's 870 active validators might become unprofitable over three years.

DeFi Development Corp. has established itself as a significant player in the Solana ecosystem, holding approximately 846,630 SOL and SOL equivalents as of July 2025. The company's treasury policy focuses on providing investors with direct economic exposure to SOL while actively participating in the network's growth through staking and operating its own validator infrastructure. This strategic alignment underscores their interest in Solana's monetary policy adjustments.