digital nomad // web3 researcher // 🌐exploring the intersection of AI & cryptography 🧬less hype, more signal 📡powered by cold brew & high volatility ☕⚡
Whenever I lose faith in crypto I go to a place like @orca_so and look at people farming fees from a SPY500 liquidity pool they created
We used to dream about stuff like this just a year ago
You CAN create LPs with any asset from PreStocks, xStocks, Backpack Securities etc on @solana
Its the type of thing that doesn't seem to matter until there's $100M of liquidity for tokenized assets.
The best Breakpoint conversations start before Breakpoint.
Imagine arriving in London with people you already know, a project you’ve already moved forward, and momentum built over weeks, not minutes.
That’s what @IslandDAO v5 in Brazil can give you ahead of @SolanaEvents Breakpoint.
Live and build alongside the Solana community in Florianópolis.
Meet, collaborate, and form real connections with @solana builders from @SuperteamBR, @SuperteamAR, and beyond.
Then bring that momentum to London.
IslandDAO gives you depth.
Breakpoint gives you scale.
Build in Brazil. Bring it to London. 🏝️→🇬🇧
Full story with @ArmaniFerrante on 24/7 US equities for international investors.
What is Backpack? Bona fide security entitlements. Stablecoins. US capital markets.
00:34 What is Backpack?
Your neobrokerage. Your money. Your exchange.
“Backpack is a globally regulated financial institution for the future of money. And right now, we are in the early innings of this incredible transformation of global finance all around the world.”
01:47 24/7 trading with a bona fide security entitlement
24/7 trading began in crypto. But not all tokenized stocks represent the same asset or come with the same legal rights.
“If you take a look at what the tokenized stock issuers are doing today... these properties might be different legal rights. They might be cash settled. And so they might be more akin to something like a CFD rather than an actual security entitlement.”
“What we're doing is really for the first time opening up 24/7 trading for a genuine bona fide security entitlement.”
“Markets will close on Friday in the US. And over the weekend, Saturday and Sunday, people through the Backpack brokerage will continue to trade and they'll get the exact same asset that you would expect from your neighborhood brokerage account.”
03:47 The world building on US capital markets
“Jensen Huang from NVIDIA, he loves to say that the world needs to build on the American tech stack. But we don't talk enough about the world building on the US capital market. And that's really the thing that's happening with crypto right now.”
04:07 Stablecoins first. Tokenized equities next.
“Maybe from a domestic point of view, a stablecoin is a story about efficiency, a story about upgrading the existing financial system. But when you look internationally, it's a very different story. It's a story about access. It's a story about the entire world wanting access to US dollars, even if they don't have access to local USD banking rails.”
Circle and Tether have grown into major holders of US Treasuries.
Backpack is bringing that same global access to tokenized US equities on @Solana.
“In the exact same way that US dollars have really been exported to the entire world and proliferated through the form factor of a stablecoin, we fully expect tokenization of US equities to have the exact same effect, but for publicly traded companies in the US all around the world.”
.@fomo is quickly becoming a major distribution channel for @solana
On July 21, 17.4K active traders executed on Solana through the app.
It is clear that consumer front ends are becoming a meaningful source of onchain order flow.
Mert predicts Solana will become the biggest onchain economy
"I do see a very viable path in which Solana makes another very gradual but very consistent run as it keeps releasing these things"
"As World releases onchain prediction markets, as Backpack continues to list more assets, as Helius gives institutions and payment providers the tools they need, as wallets improve, and borrow and lend and RWAs consistently budge up"
"There is a moment where you look back a year from now and think I was only focusing on the candles on TradingView and I missed that this is now undoubtedly the biggest economy"
Introducing Paid Play 🍌
Exclusively for @solanamobile users
Every update, every late night, every round since @colosseum has led to this moment
Real rewards 🍌
Real competition 🍌
Same 5-second adrenaline 🍌
🍌 The first 1,000 players will be airdropped our next exclusive NFT 🍌
Play now 🍌🍌🍌
Introducing Altitude Accounting - connect your accounting software once and every transaction that moves through Altitude arrives already classified.
You review, confirm, and sync. Your books update.
Altitude does your books. You do the business.
We're happy to announce that you can now lock your NFTs on Streamflow.
The collectibles you own can be secured until a date you set upfront, not the moment you get impatient.
Here's how it works ↓
For me, Solana has always been the ecosystem that brings together almost all the best projects people actually want to use.
Starting tomorrow, you can drop the „almost“.
Beezie expanding to Solana is a massive win for everyone. It brings one of the best onchain collectible platforms in the industry to the chain with the deepest collector culture in crypto, unlocks a whole new user base for Beezie, and gives Solana collectors a product they’ll genuinely love.
I usually don’t care much about ecosystem expansions, but I do when it makes sense and everyone comes out ahead.
@Solana winning. @Beezie winning. Collectors winning.
today, I'm introducing Thesis Index by @cleopetrafun
a new trading instrument I created to bet on the hot takes & macro theses on @solana
exclusive access for the next 2 weeks:
Leverage, before perps do.
@Lavaragexyz unlocks spot leverage on 750+ Solana tokens, before perps or CEXs list them, while you hold the real token on-chain.
• $200M+ volume
• 80K+ positions
• 750+ margin markets
Be early, built on @Solana.
Intel reports Q2 earnings today, one of the most-watched reports in tech.
Earnings drop after the bell, but stocks stop trading when the market closes.
In the traditional system you can't act on news until the market reopens.
But $INTC trades 24/7 on @Solana.