David

Living On-Chain 24/7 ⛓️ Analyst & Crypto Tracer (TRM / Chainalysis). $SOL & $JUP DeFi specialist. $BTC is the foundation. 🇫🇷

[David @DavidOnChain]

@FrugalisteFutee Amazing !!!

[David @DavidOnChain]

@JupiterExchange ???!!!

[David @DavidOnChain]

@jussy_world Team SOLANA !

[David @DavidOnChain]

@derparsel Agree! You never do delta neutral with vesting tokens.

[David @DavidOnChain]

@Dark_Emi_ @mariusoffchain Cette vidéo est épique ! Il est loin ce temps 😉

[David @DavidOnChain]

@derekneutral @0domart @TradeNeutral I am an investor in both protocols, but I'm afraid Derek is right.

[David @DavidOnChain]

@0domart Not bad 🤣

[David @DavidOnChain]

@yashmk0 @mango_ @piggybank_fi I believe the loss includes hedging costs in addition to the initial investment value.

[David @DavidOnChain]

@TheMaran @piggybank_fi Never use Delta Neutral on illiquid tokens!!!

[David @DavidOnChain]

@ChainDigger82 @piggybank_fi The difference must correspond to the cost of maintaining the delta-neutral position. Short the $LAB's value.

[David @DavidOnChain]

@piggybank_fi WTF ?!!!!

[David @DavidOnChain]

@TradeNeutral If only this figure were net of fees, we would have the cheat code for the markets. I should point out, however, that everyone has to eat...

[David @DavidOnChain]

@Dark_Emi_ Malgré les années et les cycles ça fait toujours mal...

[David @DavidOnChain]

@PowerPasheur @PowerHasheur Mais ?!

[David @DavidOnChain]

@jussy_world Yes, but Jupiter's team still hasn't found a way to make its token attractive.

[David @DavidOnChain]

@ReineCalypso @Dark_Emi_ @coinacademy_fr @CryptoPicsou Il est vrai qu'actuellement il est plus compliqué de holder du SOL que du HYPE. Mais perso quand je vois le développement sur SOL je maintiens ma position. SOL n'a pas dit son dernier mot.

[David @DavidOnChain]

Bangers

[Solana @solana]

A bank your parents have heard of. A payments app your roommate uses. A checkout that takes stablecoins. All shipped on Solana this week.

Here's everything that happened:

📰 Headline News

- Solana captured 97% of cumulative tokenized equities spot trading volume

- @AnodosFinance announced its expansion to Solana to launch its flagship superapp

- @CashApp rolled out stablecoin support, including USDC on Solana

📰 Launches

- @SoFi launched SoFiUSD (SoFiD) on Solana, the first stablecoin from a U.S. nationally chartered bank

- @tokens opened public access to the Assets API

- @streamex and @orca_so launched 24/7 onchain secondary liquidity for regulated tokenized securities

- @WalletConnect added Solana compatibility to WalletConnect Pay for merchant stablecoin and token spending

- @shefiorg partnered with Solana to launch its largest educational cohort to date

- @ExponentFinance activated Exponent v2, introducing strategy vaults and risk-tranching swaps

- @refihub scheduled ReFi Hub’s launch on Crafts to establish global energy infrastructure as tokenized Solana RWA

- @onrefinance expanded ONyc liquidity and fixed-rate infrastructure via integrations with @ExponentFinance and @Loopscale

- @JupiterExchange initiated the Public Beta of its Offerbook, a fixed-rate credit platform enabling borrowing against any token, NFT, or trading card

- @OREsupply advanced its progressive freeze strategy

- @Dominion_Market launched 1:1 asset-backed physical silver tokenization natively on Solana

- @totalistrading activated cross-market parlays on Solana, allowing unified trades across macroeconomics, sports, and politics

- @tradeonhunch released an advanced trading terminal and prediction market aggregator

- @UmbraPrivacy teamed with @streamflow_fi to implement private token vesting infrastructure

- @zinc_cash shipped a private proof-of-work mining protocol on Solana powered by @Arcium

- Solana launched its official TikTok account

- @bonk_inu opened waitlist access to BONKUJI, its dedicated trading cards platform

- @Beezie brought its collectibles platform and the Claw IRL to collectors at its Card Show in Seoul

- @heydotlol rolled out Communities v2, delivering upgraded token-gating and anti-spam verification tools for ecosystem projects

- @termina_tech introduced a historical mainnet simulation environment for developers to backtest DeFi logic

- @blueshift released Web3.js 3.0, rebuilding solana/web3.js on Kit

- @sunrisedefi brought DEUS from @xmaquina natively to Solana

- @packetchat deployed Packet MCP to equip autonomous AI agents with wallet-native inboxes and sovereign payment rails

- @codecopenflow launched SimArena, a browser-based robotics simulator that generates training data directly from URL

- @wingbits introduced an AI platform enabling natural language tracking and autonomous agent alerts for real-time aviation data

- @SolanaInstitute announced the Solana Summit: Washington x Wall Street event in Chicago for June 16

- @SolanaFndn joined the Open Transaction Layer as a founding partner to develop cross-chain standards

- @UmbraPrivacy wallet app launched on the iOS app store

- AlmaU signed an MOU to integrate Solana blockchain development into its academic curriculum

📰 Milestones

- @solsticefi surpassed $500M in TVL

- @mayan crossed 1M external wallets bridged to Solana, with $2.5B+ in stablecoins moved across 600K+ transactions

- Solana hit a new record high of over 200K onchain tokenized stock holders

If you enjoyed this week’s newsletter, please share it with an RT.

[David @DavidOnChain]

@TryZiiZ @ReineCalypso J'y songe de plus en plus

[David @DavidOnChain]

@LeJournalDuCoin Si la dette créée est en crypto dans ce cas là il n'y a pas de doute c'est comme si vous avez cédé des cryptos donc taxable... Mais que devient l'ancienne ligne éditoriale ?

[David @DavidOnChain]

@TryZiiZ @ReineCalypso Moi je n'ai même pas eu l' augmentation mais les responsabilités (emmerdes) qui vont avec...