Is Solana The Next Terra Luna? Cyber Capital CIO Debunks FUD

As a seasoned analyst with over two decades of experience in the tech and finance sectors, I find Justin Bons’ defense of Solana (SOL) to be both persuasive and well-informed. His comparison of SOL’s economic design to that of Bitcoin (BTC) and Ethereum (ETH), and his dismissal of baseless comparisons to Terra Luna, align with my own observations.


Today, Justin Bons, founder and CIO of Cyber Capital, spoke up in support of Solana (SOL). He addressed the economic structure concerns that have been raised lately. Some skeptics have sounded alarms, likening Solana to Terra Luna, a blockchain project that fell apart in 2022. However, Bons considered these comparisons as overblown and unwarranted.

Justin Bons On Solana Economics

In his comprehensive analysis of X, Bons contends that Solana’s economic system is robustly built and distinctively unlike Terra Luna’s problematic design. He strongly asserts that concerns about Solana’s economic framework are misplaced and lack substance.

“The fear-mongering around SOL’s economics is FUD! Some people are acting as if SOL is the next LUNA… A ludicrous assertion, bordering on hysteria, considering that SOL has a conventional economic design,” he wrote.

Moreover, Bons highlighted that the leading altcoin’s ongoing inflationary system, featuring a persistent 1.5% inflation rate and a half of the base fee being burned. He emphasized that this setup maintains its longevity while also fostering rarity, stating, “It strikes an ideal balance, as gradual inflation guarantees long-term sustainability, while burning contributes to scarcity.

According to Bons, one significant difference between Solana and Terra Luna lies in their adherence to economic principles similar to established blockchain networks such as Bitcoin (BTC) and Ethereum (ETH). He explained that while it’s customary for these projects to have an initial phase of inflation, this is a necessary step for them. Furthermore, he pointed out that the high inflation rate gradually decreases over time in these chains, as has been seen historically.

Bons pointed out that the network employs a structure akin to Ethereum’s EIP-1559, but he emphasized a major distinction: Solana’s system is designed for scalability, whereas Ethereum continues to face scalability issues.

SOL Vs. Emerging Blockchains

In response to worries regarding the allocation of SOL tokens, Bons pointed out that the forthcoming unlocks on this network are generally more advantageous compared to those of other rapidly growing blockchains such as Aptos, Sui, and Sei.

Bons mentioned that the distribution of tokens is typical and not unusual, adding that Solana stands in a stronger position than its recent parallelized counterparts overall. However, it was noted by a user that Solana’s 50% burn rate has undergone a change more recently.

In response, Bons made it clear that there was an error; only the priority fee burn was eliminated, with most fees originating from the base fee still expected. As Solana’s scalability allows for scaling its base layer, this is currently where fees will primarily come from. At the moment of writing on September 17, Tuesday, the price of Solana displayed a recovery, rising by 1.13% to reach $132.49.

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2024-09-17 22:53