"Anybody in the world with an internet connection can own the hottest stock on Earth with nothing but a Solana keypair. That's internet capital markets."
- @mert, live at Solana Summit Germany
My favorite @elonmusk quote that I often send friends:
Do not fear losing. “You will lose,” Musk says. “It will hurt the first fifty times. When you get used to losing, you will play each game with less emotion.” You will be more fearless, take more risks.
SpaceX levels I’m watching:
$150-200 — IPO flippers and momentum traders take profit. Anyone allocated near $135 gets an easy 10-40% and starts hitting the sell button. Expect volatility and wide spreads here.
$135 — The most important level in the structure. IPO price. With demand reportedly multiple times oversubscribed, this becomes the first real institutional floor. If price revisits this zone, I’d expect aggressive defense.
$128 — Secondary market cost basis for many late pre-IPO buyers. Not as strong as $135, but still a meaningful support cluster.
$84 — The level most people won’t see. Equivalent to the employee tender valuation before the IPO. If it ever trades here, you’re back at the price insiders and employees accepted months ago. That’s where long-term conviction buyers likely step in aggressively.
Markets are ultimately a game of cost bases. Know where participants got in, and you’ll understand where they’re most likely to defend.
BREAKING: Mastercard is introducing always-on stablecoin settlement on Solana.
3.7 billion cards. 210+ countries. One of the largest payment networks on earth, now settling onchain.
No more billionaires. None.
Once you hit $999 million, every extra cent goes to schools and health care.
You get a trophy that says: “I won capitalism.”
And we name a dog park after you.
Solana is an underwater beachball.
This year, the eco will deliver on all its promises and more.
AI, ICM, perps, privacy, predictions, options, collectibles, RWAs, memes, DeFi, stables, commodities, quantum, IBRL.
No slices. We fight for the entire pie.
🇺🇸BREAKING: Someone placed a $920 million crude oil short at 3:40 AM.
70 minutes later Axios reported the US and Iran were close to a deal.
Oil dropped 12%.
The trade made $125 million in profit.
Minutes after that Iran launched the “Persian Gulf Strait Authority” and oil surged 8%.
$760 million placed before Trump’s last announcement.
$920 million placed before this one.
Every major announcement in this war has been front-run by someone who knew it was coming.
What kind of war is this?
This is more like a trading desk with an army.
Never stop connecting the dots.