Latest Marinade (MNDE) News Update

Deep Dive

1. @MarinadeFinance: Active Staking Rewards go live

"Vote with MNDE → earn points → split 25M MNDE pool proportionally. No staking required – just governance participation."
– @MarinadeFinance (132K followers · 18K impressions · 2025-08-07 13:13 UTC)
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What this means: Bullish for MNDE as it incentivizes voter lockup, reducing liquid supply while aligning governance power with active participation.

2. @MarinadeFinance: Supply burn proposal sparks debate

"MIP-14 suggests burning 5–50% of 1B MNDE supply. Community argues whether 50% cut is too aggressive vs. 10% trial."
– @MarinadeFinance (132K followers · 22K impressions · 2025-08-08 08:09 UTC)
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What this means: Mixed sentiment – while burns could boost scarcity, concerns linger about overshooting and treasury flexibility.

3. @MarinadeFinance: Migrate Campaign targets 2.5M SOL TVL

"Migrate 1 SOL → get 10 MNDE bonus. First 1M SOL qualify, aiming to boost Marinade Native’s 21% QoQ TVL growth."
– @MarinadeFinance (132K followers · 15K impressions · 2025-08-12 16:09 UTC)
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What this means: Bullish – successful migration could compound network effects while distributing tokens to aligned users.

Conclusion

The consensus on MNDE leans bullish, driven by governance incentives and strategic supply shocks, though execution risks remain. Watch the MIP-14 burn vote results (expected late August) and whether migration rewards sustain Marinade’s TVL dominance against rivals like Jito. With RSI at 54.64, technicals suggest balanced momentum – fundamentals will likely dictate next moves.

Deep Dive

1. DAO Takes Full Revenue Control (19 August 2025)

Overview:
Marinade’s DAO approved a proposal to route 100% of protocol fees to its treasury, with 50% allocated to monthly MNDE buybacks. This follows MIP-13, which also earmarked 25M MNDE for governance participants who vote actively in 2025. The move shifts revenue control entirely to token holders, decoupling team funding from fees.

What this means:
This is bullish for MNDE as buybacks could absorb up to 13.2% of its market cap annually (based on $7.2M–$16.4M projected revenue). However, execution risks remain, including reliance on Solana’s staking demand and potential sell pressure from governance rewards.
(Marinade Finance)

2. Revolut Lists MNDE (12 August 2025)

Overview:
Revolut, Europe’s largest fintech with 60M+ users, added MNDE to its crypto offering. The listing follows Marinade’s institutional push, including its role as staking provider for Canary Capital’s Solana ETF proposal.

What this means:
Neutral-to-bullish. While retail exposure via Revolut could boost liquidity, MNDE’s -6.97% 24h price drop post-listing suggests muted short-term demand. Long-term, broader accessibility aligns with Marinade’s goal to bridge DeFi and traditional finance.
(Marinade Finance)

3. Migrate Campaign Launched (12 August 2025)

Overview:
Marinade introduced a migration incentive offering 10 MNDE per SOL staked by users moving from external validators. The campaign targets 1M SOL (~$134M) in inflows, funded by 25M MNDE from the treasury.

What this means:
Bullish for TVL growth but risks dilution. If fully subscribed, the program would distribute 10M MNDE (~$1.34M at $0.134/MNDE), potentially increasing sell pressure. However, success could solidify Marinade’s lead in Solana liquid staking, where it already holds $1.85B TVL.
(Marinade Finance)

Conclusion

MNDE’s recent developments highlight a push toward decentralized governance, retail adoption, and TVL growth—key drivers as Solana’s DeFi ecosystem rebounds. With SEC decisions on Solana ETFs delayed until October, will Marinade’s institutional partnerships and buyback mechanics offset broader market uncertainty?

Deep Dive

1. Enhanced Validator Blacklisting (6 August 2025)

Overview:
Marinade introduced automated systems to identify and penalize validators intentionally slowing Solana’s block times for MEV gains.

The update uses on-chain data to detect validators with median block times exceeding 450ms over two epochs. Offending validators are slashed (losing rewards) and replaced with compliant operators.

What this means:
This is bullish for MNDE because it improves Solana’s network reliability, attracting more users and TVL. Reduced MEV abuse also enhances Marinade’s reputation as a secure staking partner.
(Source)

2. SOC 2 Type 2 Certification (25 July 2025)

Overview:
Marinade completed a 6-12 month audit by BDO, validating its infrastructure’s security, data controls, and operational resilience.

The certification covers validator operations, access management, and privacy protocols, meeting institutional requirements for ETF partnerships.

What this means:
This is neutral-to-bullish for MNDE as it positions Marinade as a compliant staking provider for U.S. Solana ETFs. Institutions like BitGo and Canary Capital now rely on its infrastructure.
(Source)

3. Anti-Sandwich Attack Tools (24 June 2025)

Overview:
Marinade deployed real-time detection tools to identify validators executing sandwich attacks and slashed their delegated SOL.

The upgrade integrates with Marinade Select, a curated validator set prioritizing ethical MEV practices.

What this means:
This is bullish for MNDE because it reduces systemic risk for stakers, aligning with Solana’s push for fairer validator ecosystems. Improved trust could drive TVL growth.
(Source)

Conclusion

Marinade’s codebase updates emphasize security and institutional alignment, critical for its role in Solana’s ETF ecosystem. With validator behavior now tightly controlled and compliance milestones achieved, MNDE’s utility as a governance token grows.

How will Marinade balance decentralization with institutional demands in future upgrades?

Deep Dive

1. Protocol Fee Buybacks (September 2025)

Overview: A proposal approved by the DAO will route 50% of protocol fees (from staking/SAM revenue) to monthly MNDE buybacks starting September 2025. The treasury will accumulate purchased tokens, enhancing community control over revenue.

What this means: This is bullish for MNDE because recurring buybacks could reduce sell pressure and improve token scarcity. However, execution depends on protocol revenue sustainability, which is tied to Solana staking demand.

2. MNDE Supply Burn Proposal (TBD)

Overview: A community-led proposal aims to burn 10% of MNDE’s max supply (100M tokens) from the DAO treasury. If passed, this one-time deflationary measure would lower total supply to 900M (source).

What this means: This is neutral-to-bullish because burns can improve tokenomics, but the impact depends on whether the DAO prioritizes treasury reserves for future growth. Approval risks include reduced flexibility for ecosystem incentives.

3. Project Migrate Incentives (TBD)

Overview: Marinade’s “Project Migrate” will reward users who transfer externally staked SOL to Marinade Native with 10 MNDE per SOL migrated (capped at 1M SOL). The program aims to boost TVL and decentralize Solana staking (source).

What this means: This is bullish if adoption surges, as higher TVL could increase protocol fees and MNDE utility. Risks include short-term sell pressure from reward distributions.

4. Active Staking Rewards (2025)

Overview: The Active Staking Rewards (ASR) program allocates 25M MNDE (~4.5% of circulating supply) to voters in 2025. Rewards are proportional to governance participation, measured by voting frequency and stake size (source).

What this means: This is bullish for long-term holders, as it incentivizes governance engagement and reduces liquid supply. However, low voter turnout could concentrate rewards among large holders.

Conclusion

Marinade’s roadmap centers on aligning MNDE with protocol success via buybacks, burns, and voter incentives, while expanding Solana staking adoption. Key risks include reliance on Solana’s ecosystem growth and DAO proposal execution. Will Marinade’s tokenomics overhaul solidify its position as Solana’s leading liquid staking protocol?