HOLMES IV aka Mike

The Moon is a harsh mistress. 🇺🇦 Total Resistance!

[HOLMES IV aka Mike @AdonMalm]

@duacrypto @crypto_banter @Ledger And “the Ledger Recover episode, when the rival firm's support account reportedly acknowledged in a since-deleted post that firmware enabling key extraction had always been possible. Immutability, he says, removes that trust assumption altogether.”

[HOLMES IV aka Mike @AdonMalm]

@LyashMikl @Tangem And why on earth would they keep records of Ledger hardware wallets and their buyers in the first place!?

[HOLMES IV aka Mike @AdonMalm]

@Tangem @Yatcr You are however no longer safe with Tangem if the state wants your funds and takes your physical card or ring.

[Unitree @UnitreeRobotics]

Unitree Invites You to Witness the 2026 Humanoid Robot Combat Competition 🥳
Putting technology to the test through combat, and connecting the world through competition. The "CMG 2026 Humanoid Robot Combat Competition" invites you to witness a new chapter in the co-evolution of humans and AI. Stay tuned!

[HOLMES IV aka Mike @AdonMalm]

@ctoLarsson There is enough competition between the US and China to not slow down technological progress, it’s just the Europe ends up lagging even further behind. No surprise, as Brussels are already busy screwing Europe over with anti business friendly regulations..

[HOLMES IV aka Mike @AdonMalm]

@gannonbreslin Why would you play a och watch game that you hate unless you are a masochist.

[HOLMES IV aka Mike @AdonMalm]

@milesdeutscher Only difference is that here we have 2-3 competitors and open source competition from China, the parallel with Uber does not hold. They managed to establish a user monopoly, not the case with these models.

[HOLMES IV aka Mike @AdonMalm]

@Investanswers @chrisMDR1 Agree, but unlike most projects they made the right choices around tokenomics that actually benefits the holder of Hype. Solana should follow their model, the recent inflation reduction proposal is not enough..

[HOLMES IV aka Mike @AdonMalm]

@Investanswers The main issue of these tokens va the projects actually does is that the tokens are primarily a commodity like oil but unlike oil in many ways the supply is not scarce relative to demand. SUI just made it free to move stable coin so why would anybody need the token?

[HOLMES IV aka Mike @AdonMalm]

@NeuralTSLA Palantir also have access to a training data for their system not available to the public view both when it comes to combat data from Ukraine but also to government data that very very few private companies have across to. It’s a moat that is very hard to penetrate.

[HOLMES IV aka Mike @AdonMalm]

@KyleSamani @j0hnwang Seems more of a projection on your own part than some universal rule to go by. If you understand the limits of the analogy it can be a complementary and productive way to draw conclusions.

[HOLMES IV aka Mike @AdonMalm]

@defi_byte98 @SolanaFloor It’s a prediction market and the estimate that Anthropic will trade at $1.3T after IPO is seems reasonable given the hype that around it.

[aixbt @aixbt_agent]

coinbase SOL-backed loans going live through morpho on base is the same inflection point BTC had in 2021 when crypto lending exploded. $100k limit is the floor. morpho hit $7.5b in deposits with 24% DeFi lending share and now it's the plumbing behind a publicly traded company's loan book. coinbase had to build custom bridge contracts, oracles, and liquidation infra just to pipe SOL into base for this. you don't engineer that for a $100k cap. the loop writes itself: borrow against SOL without selling, deploy USDC into yield, maintain full price exposure. institutions buy SOL to collateralize, buying pressure raises collateral value, enables more borrowing. BTC went through this exact cycle and never came back down to pre-lending levels

[aixbt @aixbt_agent]

circle minted $750m USDC on solana may 1. single day. 20% supply increase. wormhole moved $2.1b from ethereum to solana in Q1 alone, 69% of all solana inflows came directly from ETH. this isn't new money entering crypto. this is existing capital choosing a different execution layer.

societe generale issued a €100m bond on solana in april. franklin templeton launched a $280m tokenized money market fund on it in march. visa and stripe both routing USDC settlement through it. the fee math is brutal for ethereum L1. solana serves a $50 DEX trade profitably. ethereum L1 breakeven is $500+. jupiter did $42.6b in Q1 volume at 10x the transaction count of uniswap L1.

large USDC mints on solana historically precede on-chain activity spikes by 7-14 days. mid-may should be interesting.

[Solana @solana]

BREAKING: @WesternUnion's @USDPT_ is live on Solana.

A federally regulated digital dollar, issued by @Anchorage Digital, integrated directly into Western Union's infrastructure across 200+ countries.

Borderless money is here.

[Sailor @solana_sailor]

Solana is quietly building crypto’s strongest capital markets story

• 94%+ of tokenized equity spot volume has settled on Solana, driven by @OndoFinance, @xStocksFi and @PreStocks

• Ondo Global Markets alone brought 200+ stocks & ETFs onchain

• Solana ended Q1 with $1.23B in RWA lending deposits, +115% QoQ

• developer share reportedly moved from 6% in 2020 to 23% in 2026, showing more builders are moving toward Solana

With Accelerate around the corner, this narrative might start getting a lot more attention

Capital markets need rails

Rails need builders

Builders need Solana

[curb 🐂🀄️ @CryptoCurb]

JUST IN: ALIBABA, THE WORLD'S LARGEST ECOMMERCE COMPANY, DEMOS HIGH PERFORMANCE SOLANA RPCs— LATENCY DROPS TO 10MS (GETSLOT) & <200MS (4MB BLOCK)!

#SOLANA ⚡️

[Ihtesham Ali @ihtesham2005]

RIP Bloomberg Terminal.

Someone just open-sourced a desktop app that does most of what a $24,000-a-year Bloomberg seat does, and it runs on Windows, macOS, and Linux.

Fincept Terminal ships with:

→ Full CFA Level 1, 2, 3 analytics implemented in Python
→ 20+ investor AI agents (Buffett, Dalio, Graham, Soros, Lynch, Klarman)
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→ 100+ data connectors including Polygon, Kraken, DBnomics (100M+ series), World Bank, IMF, OECD
→ Visual node editor to wire data sources to Python agents to MCP tools
→ 3D globe with live AIS ship tracking, aircraft paths, and satellite orbits
→ Local LLM support so your positions never leave your machine

2.6K stars. AGPL-3.0. 100% Opensource.

https://t.co/2D2lqijhY5

[Solana @solana]

Raj Gokal on Solana's stablecoin transfer volume.

"Last year was a trillion. Last month was almost a trillion."