ChainThink report, on August 14, Zach Pandl, Research Director at Grayscale, stated that the Ethereum and Solana communities are discussing adjustments to their token economic models. If implemented, these proposals could reduce the annual supply inflation rates of ETH and SOL, providing price support under unchanged conditions.

Grayscale estimates that by the end of 2031, ETH’s annual supply inflation rate could decline to approximately 0.4%, approaching Bitcoin’s level; SOL could fall to around 1.1%.

For comparison, gold’s annual supply growth is about 1.8%, while the U.S. CPI inflation rate stands at approximately 3.3%. These proposals remain in the community discussion phase, with Solana’s proposal appearing to have broader consensus.

If approved, staking rewards for ETH and SOL will decrease, and the net impact on final returns will depend on the balance between reduced staking rewards and potential token price appreciation.