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Tokenomics & Incentive Design

News › Tokenomics & Incentive Design

SOL Strategies Fiscal Q4: Houdini Swap Brings In C$3.4M of C$4.0M Revenue as Staking Income Stays Flat

SOL Strategies Fiscal Q4: Houdini Swap Brings In C$3.4M of C$4.0M Revenue as Staking Income Stays Flat

SOL Strategies' preliminary fiscal Q4 2026 results show C$4.0M revenue, C$3.4M from Houdini Swap fees, while staking and validation income held near C$625K.

Solana 🧭 Compass · Nov 11, 2026
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Anza's Agave v4.5 Schedule Cuts Solana Mainnet Adoption to Two Steps and Pauses Feature Activations for Breakpoint

Anza's Agave v4.5 Schedule Cuts Solana Mainnet Adoption to Two Steps and Pauses Feature Activations for Breakpoint

Anza's Agave v4.5 schedule moves Solana mainnet to two steps, 20% of stake then general adoption, pauses feature activations for Breakpoint and plans rent cuts.

Solana 🧭 Compass · Nov 11, 2026
Forward Industries Reaches 8.73 Million SOL, Secures $50 Million Bank Credit Facility Backed by Staked SOL

Forward Industries Reaches 8.73 Million SOL, Secures $50 Million Bank Credit Facility Backed by Staked SOL

Forward Industries (FWDI) held 8,727,694 SOL on 9 November and secured a two-year $50M bank credit facility at SOFR + 150bp, backed by SOL that stays staked.

Solana 🧭 Compass · Nov 10, 2026
Solana Foundation's Jacob Creech Says SFDP 'Has Done Its Job' as Validator Removals Go Ahead

Solana Foundation's Jacob Creech Says SFDP 'Has Done Its Job' as Validator Removals Go Ahead

Jacob Creech says the Solana Foundation Delegation Program has done its job: no pause on SFDP changes, some validators removed, stake for network contributors.

Solana 🧭 Compass · Nov 10, 2026
Layer33 Open Letter Asks Solana Foundation to Pause SFDP Validator Retirements

Layer33 Open Letter Asks Solana Foundation to Pause SFDP Validator Retirements

Layer33, a group of independent Solana validators, asks the Solana Foundation to pause weekly SFDP retirements and rethink its 12-month and 300,000 SOL rules.

Solana 🧭 Compass · Nov 09, 2026
ZetaChain Proposal 2 Passes, Locking In Dec 9 L1 Halt and ZETA's Move to Solana

ZetaChain Proposal 2 Passes, Locking In Dec 9 L1 Halt and ZETA's Move to Solana

ZetaChain holders passed Proposal 2 (on-chain 70) on Nov 7, approving a Dec 9 L1 halt and a 1:1 migration of ZETA to a native Solana token with no new minting.

Solana 🧭 Compass · Nov 07, 2026
Solana Foundation Puts a 12-Month Limit and 300,000 SOL Exit on Its Validator Delegation Program

Solana Foundation Puts a 12-Month Limit and 300,000 SOL Exit on Its Validator Delegation Program

Solana Foundation's SFDP now caps validator membership at 12 months and retires members past 300,000 SOL of outside stake. Who is affected and what changes.

Solana 🧭 Compass · Nov 06, 2026
PBOC Official Says China Halted Solana Accelerate China Events and Will Investigate the Shanghai Ads

PBOC Official Says China Halted Solana Accelerate China Events and Will Investigate the Shanghai Ads

A PBOC official told Financial News the central bank halted Solana Accelerate China 2026 and will investigate those behind Solana's Lujiazui ads in Shanghai.

Solana 🧭 Compass · Nov 06, 2026
Anza Urges Solana Validators to Upgrade to Agave 4.4.1 Before Epoch 1079 or Be Forked Off

Anza Urges Solana Validators to Upgrade to Agave 4.4.1 Before Epoch 1079 or Be Forked Off

Anza urges Solana validators to upgrade to Agave 4.4.1 or Firedancer v26.10.6 before epoch 1079 on 6 Nov, when a loader-v3 feature gate is set to activate.

Solana 🧭 Compass · Nov 05, 2026
ZetaChain Proposes Dec 9 for ZETA's Move to Solana as Proposal 2 Vote Runs to Nov 7

ZetaChain Proposes Dec 9 for ZETA's Move to Solana as Proposal 2 Vote Runs to Nov 7

ZetaChain's Proposal 2 vote closes Nov 7. If it passes, the L1 halts around Dec 9 and ZETA becomes a native Solana SPL token, 1:1, with a 55M burn in 2027.

Solana 🧭 Compass · Nov 05, 2026
Solana Mobile's SKR Buy and Burn Is Live, With Over 1.1M SKR Burned Since October 15

Solana Mobile's SKR Buy and Burn Is Live, With Over 1.1M SKR Burned Since October 15

Solana Mobile says its daily SKR buy and burn, funded by validator commissions and Seed Vault Wallet fees, has burned over 1.1M SKR since October 15, 2026.

Solana 🧭 Compass · Nov 03, 2026
Kamino CEO Michael Weisz Says KMNO Is Kamino's Only Token and Commits at Least $20M in First Letter to Holders

Kamino CEO Michael Weisz Says KMNO Is Kamino's Only Token and Commits at Least $20M in First Letter to Holders

Kamino CEO Michael Weisz says the Kamino Foundation owns the IP and all revenue, KMNO is the only token, and at least $20M will fund expansion over two years.

Solana 🧭 Compass · Nov 02, 2026
Akash Network Votes to Move to Solana as Prop 346 Passes With 97% Support

Akash Network Votes to Move to Solana as Prop 346 Passes With 97% Support

Akash Prop 346 passed on 2 November 2026, approving a 1:1 SPL AKT token on Solana. Staking rewards run until a later cutover vote. What changes for AKT holders.

Solana 🧭 Compass · Nov 02, 2026
SIMD-0567 Merged: p-ATA Plans a Cheaper Associated Token Account Program for Solana

SIMD-0567 Merged: p-ATA Plans a Cheaper Associated Token Account Program for Solana

SIMD-0567 merged on 1 Nov 2026, proposing p-ATA, a Pinocchio rewrite of Solana's Associated Token Account program projected to cut its compute use by 81%.

Solana 🧭 Compass · Nov 02, 2026
Anza's Brennan Watt Proposes Replacing Standalone SIMDs With a Single Solana Protocol Specification

Anza's Brennan Watt Proposes Replacing Standalone SIMDs With a Single Solana Protocol Specification

Anza's Brennan Watt proposes turning Solana's SIMD process into pull requests against one living protocol spec, merged only when a change activates on Mainnet.

Solana 🧭 Compass · Oct 30, 2026
Anza Tells Solana Mainnet Validators to Upgrade to Agave v4.4.0, Three Days Ahead of Schedule

Anza Tells Solana Mainnet Validators to Upgrade to Agave v4.4.0, Three Days Ahead of Schedule

Anza told Solana mainnet validators to upgrade to Agave v4.4.0 on 30 Oct, three days early. What changes for operators and RPC users before the Nov 9 window.

Solana 🧭 Compass · Oct 30, 2026
Anza Asks Validators to Put 20% of Stake on Agave v4.4.0-rc.1 by Oct 30, Ahead of Solana's Final Rent Cuts

Anza Asks Validators to Put 20% of Stake on Agave v4.4.0-rc.1 by Oct 30, Ahead of Solana's Final Rent Cuts

Anza asks Solana validators to run 20% of stake on Agave v4.4.0-rc.1 by Oct 30, ahead of the final SIMD-0437 rent steps toward 696 lamports per byte, a 90% cut.

Solana 🧭 Compass · Oct 28, 2026
Temporal Publishes svm-vec, a Prototype Adding 512-Bit Vector Instructions to Solana's sBPF

Temporal Publishes svm-vec, a Prototype Adding 512-Bit Vector Instructions to Solana's sBPF

Temporal's svm-vec prototype adds 512-bit vector ops to Solana's sBPF VM, reporting 232x fewer compute units on an int8 MLP and 25x faster Falcon-512 checks.

Solana 🧭 Compass · Oct 28, 2026
SkyAI Settles With Bastion Trading, Extends $3.00 Tender Offer to November 12 and Adds Warrants

SkyAI Settles With Bastion Trading, Extends $3.00 Tender Offer to November 12 and Adds Warrants

SkyAI (SKYA) settles with Bastion Trading, which will tender all its stock and warrants. The $3.00 tender offer now runs to Nov 12 and covers stapled warrants.

Solana 🧭 Compass · Oct 28, 2026
Agave v4.4.0-rc.1 Carries the Fix Marinade Ties to Skipped Alpenglow Leader Slots

Agave v4.4.0-rc.1 Carries the Fix Marinade Ties to Skipped Alpenglow Leader Slots

Anza's Agave v4.4.0-rc.1 carries a PoH fix Marinade links to Alpenglow first-leader-window skips on v4.3.2. Marinade waives validator bond charges for now.

Solana 🧭 Compass · Oct 27, 2026
Solana Developers Debate sol_math, a Proposed Syscall for Vector and 128-Bit Math

Solana Developers Debate sol_math, a Proposed Syscall for Vector and 128-Bit Math

Discussion #708 proposes sol_math, a Solana syscall for vector and 128-bit math with claimed speedups up to 47.6x. Blueshift's Dean Little backs another design.

Solana 🧭 Compass · Oct 27, 2026
Akash Network Picks Solana to Replace Its Cosmos Chain as AKT Stakers Vote on Prop 346

Akash Network Picks Solana to Replace Its Cosmos Chain as AKT Stakers Vote on Prop 346

Akash Network's core team picked Solana to replace its Cosmos chain. Prop 346 asks AKT stakers to approve a 1:1 SPL token, and voting closes 2 November 2026.

Solana 🧭 Compass · Oct 26, 2026
Solana Company (HSDT) Named a Hong Kong Strategic Enterprise, Plans Solana Validators in the City

Solana Company (HSDT) Named a Hong Kong Strategic Enterprise, Plans Solana Validators in the City

Solana Company (HSDT) joins Hong Kong's OASES strategic enterprise list, sets up its Asia-Pacific HQ in the city and plans to run Solana validators there.

Solana 🧭 Compass · Oct 22, 2026
Solana Alpenglow Is Live on Mainnet as Anza Retires TowerBFT at Slot 459,653,000

Solana Alpenglow Is Live on Mainnet as Anza Retires TowerBFT at Slot 459,653,000

Solana Alpenglow went live on mainnet at slot 459,653,000, retiring TowerBFT. Anza claims 150ms finality; here is what changes for validators and developers.

Solana 🧭 Compass · Oct 21, 2026
Bastion Trading Tells SkyAI Chairman and Three Directors to Explain SOL Liquidation or Resign

Bastion Trading Tells SkyAI Chairman and Three Directors to Explain SOL Liquidation or Resign

SkyAI holder Bastion Trading asks Chairman Paul Danner and three directors to explain the SOL sale and $3.00 tender or resign, and seeks a special meeting.

Solana 🧭 Compass · Oct 21, 2026
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