This morning I just finished the review of the 40,000 $SKR (Vanguard) distributions, and my private messages exploded. The most asked question from the brothers is just one word: 'sell or not sell?'
I'll get straight to the conclusion: I’m not selling. Not only am I not selling, but I’m also going to stake everything back.
Yesterday we talked about 'execution ability', which is to snatch meat from the project side; today we need to talk about 'cognition', because this determines whether this piece of meat can turn into gold bars.
1. First, take a look at the data that makes my scalp tingle. As soon as the data is updated in the afternoon, I know it’s stable. The official portal (stake.solanamobile.com) shows that of the 5.7 billion circulating coins, over 3.4 billion have already been staked. What does this mean? It means that 60% of the chips in the market are tightly locked.
Brothers, this is consensus. In this circle, what we fear is not the drop, but the lack of participation. It has only been half a day since it went online, and such a high locking rate indicates that everyone does not just want to make a little profit and leave; everyone is betting on a bigger future.
2. Why is smart money locking up? (Underlying logic) Some people only see the APY of 29% and think it's good. But what I see is something deeper:
This is the filter: The official has set a 48-hour unstaking cooling period. This move is very clever, directly blocking those 'paper hands' who want to trade short-term and speculate on the waves. Those who dare to lock in are 'diamond hands' prepared for long-term companionship.
This is the dividend period: The first year's inflation reward of 10% is fixed, and with fewer people entering now, there are fewer to share the cake. Just like early miners, staking now is like digging for the first ore.
I looked at the trend within the circle, whether it's the foreign call king @gotto_ or our old comrades in the Chinese circle @0xFEIlXIE, @web3liaofan, basically, they are all staking in large proportions. Experts like @solquicks have kept 25% for trading, and the rest is also fully locked. What does this indicate? It indicates that big players are betting on Toly, betting on Mobile.
3. Opportunities and risks in the secondary market. I am currently watching $SKR, with a market cap swinging between 120 million and 160 million dollars.
The good side: The selling pressure is minimal. 60% of the coins are inactive, and if the market maker wants to push the price up, the burden is light. Moreover, Season 2 has already started, and stakers are likely to receive airdrop bonuses (Multiplier) in the future, which is another reason to hold and not sell.
Risk points: We must be objective; the FDV is indeed not low. And there will definitely be a portion of people (possibly studios or users needing to cash out) who will sell off. But compared to the narrative of BONK in Saga's year, this time SKR is truly the 'favorite child', a 'hardware + Token' flywheel, with a much higher ceiling.
4. Dama Ge's operations (heartfelt words). As a loyal user of Solana mobile, I have already staked all of my 40,000 SKR.
In this market, 'selling out' is always more painful than 'being trapped'. If you are a Seeker user like me, I advise you not to focus on those K-line fluctuations, hold on, collect interest, and wait for the wind to come. This is not just an investment, but a ticket for the explosive growth of Solana's mobile platform in 2026.
In summary: Yesterday I told everyone that what creates the gap is execution power (diligent interaction); today I want to tell everyone that maintaining wealth relies on composure (delayed gratification).
Only when it moves can there be Compound (interest), and only when it is held can there be 10x.
Brothers, have you locked it? Show your Tier in the comments, let me see how many 'diamond hands' we have in our teahouse! 💎
