DK

CSO @defidevcorp | former @krakenfx 🐙, L/S equity analyst 📈, Corp Dev @snap 👻, credit risk @morganstanley 🏛️

[Thomas Perfumo, CFA | thomasp.eth 🐒 @ThomasPerfumo]

Bad math. The equivalent of P/EBITDA or P/Revenue multiples.

Makes zero sense.

[Chaitanya Jain @CJ_Bitcoin]

We’re not traders. We don’t speculate or try to time the market. We don’t do technical analysis or draw lines on charts.

bitcoin:native is going up forever. There’s only one @Strategy. Buy and hodl.

[mert @mert]

yeah so crypto wasn't dead the last 5 times when literally none of it worked

but now that it works and we're about to pass the biggiest piece of legislation in its history, that's when it will die

or perhaps you're all just emotional

ATHs soon

[Pierre Rochard @BitcoinPierre]

Saylor / Strategy selling a few raspberries isn’t causing bitcoin to crash. The reality is that there is a massive parabolic spike in AI-related equities that is vacuuming up all excess liquidity, multiples of bitcoin’s market cap. On top of that, labor market is healthy and energy prices are up, so sentiment for dovish rate cuts is nowhere to be found. Bitcoin’s fundamentals have never been better even if the macro environment isn’t doing it any favors.

[DK @CryptoIRGuy]

⏳

[DeFi Dev Corp. (DFDV) @defidevcorp]

https://t.co/UQPgGvTffA

[DeFi Dev Corp. (DFDV) @defidevcorp]

Monthly tokenized stock volume on $SOL just hit $1B for the first time EVER. 📈

And there are still 4 days left in May...

Mar: $806M
Apr: $858M
May (MTD): $1.06B

The rails for tokenization are being built in real time, and they're running on Solana.

[DeFi Dev Corp. (DFDV) @defidevcorp]

65% of agentic payments are already happening on Solana.

Right now, we're witnessing the early shape of a new economic layer on solana:So11111111111111111111111111111111111111112.

AI agents need:
• instant settlement
• sub-cent fees
• programmable money
• internet-native payments

As we wrote in “Every Agent Needs a SOL,” machines need a financial system built for machines. Solana is increasingly becoming that system. 👇
https://t.co/kQgDmFqES9

[Seraphim @MacroMate8]

solana is the house of spot

[DeFi Dev Corp. (DFDV) @defidevcorp]

Solana has settled $1.51T in 2026 alone. 🤯

That already matches its entire 2024 volume, and it's 56% of 2025's full year with 7+ months still to go.

At the current pace, $SOL clears ~$4T in settled volume by year-end. The biggest year for Solana is happening in real time.

[DeFi Dev Corp. (DFDV) @defidevcorp]

DeFi Development Corp. Reports Q1 2026 Results, Repurchases $4.4M of Convertibles at 41% Discount
https://t.co/Mo0kKYAzya

[DeFi Dev Corp. (DFDV) @defidevcorp]

GM from $DFDV

[Parker @TheOtherParker_]

Dominating Web3 is not the prize, replacing Web2 is.

With Alpenglow tests going well, I'm increasingly bullish that it'll actually happen this year!

For solana:So11111111111111111111111111111111111111112 , this is a giant milestone, because it unlocks the ability to do true instant (100-150ms) settlement onchain.

This is a huge deal for two main reasons:

1. Apps just work. The old 12-13s of latency for finality is just too long for most use cases to be smooth enough for the average user. Crypto nerds are fine with it, but normies are not. This is an under-appreciated, but huge unlock. E.g. paying with a Solana app can be faster than Venmo. That's huge.

2. Onchain trading. For the first time, a true onchain perps dex in CLOB form can actually work. This means competing with Hyperliquid. If done well, the perp dex(es) should be strictly superior to Hyperliquid because of the native connectivity. Hyperliquid must ALWAYS deal with the bridge problem, which is enough of a friction that a bunch of users just won't do it. It also limits the connectivity to the rest of the DeFi ecosystem. If a true perps dex on Solana works, it's a game changer.

I think most people outside the Solana ecosystem are sleeping on Alpenglow, because it's "just another technology upgrade", which is fine, capital allocators don't care about technology for technology sake. However, it unlocks a whole new wave of use cases and optimizations that allows solana:So11111111111111111111111111111111111111112 to compete with Web2 apps.

We need the entire builder community to rally and optimize/build for Alpenglow finality. Once these apps are built/optimized and start to grow their userbases, we'll see additional flows of capital into the solana:So11111111111111111111111111111111111111112 ecosystem. It'll be a slow build at first, and then a tidal wave as the user and revenue numbers really start to hockey stick.

That'll be the moment when solana:So11111111111111111111111111111111111111112 is a "overnight success".

[Solana Hub @SolanaHub_]

$SOL will flip $ETH🚀

[mert @mert]

imagine thinking the founder doing hand-to-hand sales for the apps on his chain is bearish

crypto mfers are literally brain damaged

guy is a billionaire, has nothing to prove, and still goes to bat every single day

toly is one of a kind

[DeFi Dev Corp. (DFDV) @defidevcorp]

We’re going live! 🎙️

Join us on Friday, May 15, for our April 2026 Recap & AMA.

We’ll be covering the latest $DFDV developments and answering your questions.

Drop us a question & set a reminder! 👇
https://t.co/w0Rv5fd2t1

[DeFi Dev Corp. (DFDV) @defidevcorp]

1/ We’re excited to announce that $DFDV has launched a $200M At-The-Market (ATM) facility to buy more $SOL.

We believe this is another powerful tool for creating long-term shareholder value while staying true to our mission of aggressively accumulating $SOL.

🧵

[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.

[Solana @solana]

Solana's RWA ecosystem just hit a new ATH: $2.5B+ in total value 🔥

[DK @CryptoIRGuy]

@chloejiani @solana 🫡

[Nick Ducoff @nickducoff]

new rwa ath on solana

$2.5 billy

higher