Galaxy：以太坊与Solana通胀调整提案争议各异，链上需求才是关键
PANews 8月8日消息，据Galaxy Research发文，以太坊和Solana本周分别推进了调整区块链通胀计划的新提案，共同指向同一根本问题：保障网络需要多少安全预算，调整参数的权衡是否值得？以太坊提案争议更大，支持者认为当前模式鼓励质押率趋向100%、增加中心化风险，反对者警告将挤压单独质押者、削弱DeFi生态；Solana提案更聚焦稀缺性，争议较小。通胀成功启动了两个网络，但补贴终有到期日，健康状态应是由区块空间需求而非发行量资助验证。供应侧调整在边际上有帮助，但需求才是最终重新定价资产的关键。
Galaxy: ETH and Solana inflation proposals spark debate, on-chain demand is the key
Galaxy Research notes Ethereum and Solana both advanced new inflation-adjustment proposals this week, pointing to the same fundamental question: how much security budget is needed to secure the network, and are the trade-offs worth it? Supply-side adjustments help at the margin, but demand is what ultimately repriced the asset.