Interesting:
$1.9B minted on Solana
$1.9B minted on Ethereum
Just in the last 7 days
As many stablecoins were minted on Solana despite ETH having a 10x bigger stablecoin market cap
Encouraging for @solana bulls.
📈CAPITAL IS POSITIONING FOR TANGIBLE DURABILITY
Markets are sending a clear signal.
As confidence in paper assets weakens, capital is moving toward what is tangible, scarce, and functional.
Gold and silver are no longer acting as simple crisis hedges. They are being repriced as strategic assets in a changing global system.
The numbers make this clear:
🔸SILVER has broken US$100 per ounce.
🔸GOLD breaks US$5,000, up about 8% in a single week.
🔸The U.S. dollar just saw its worst weekly drop since 2017.
🔸U.S. Bitcoin ETFs recorded US$1.33B in outflows, the largest since February 2025.
Moreover, AI is not a digital-only revolution. It is an infrastructure buildout. Data centers, power grids, semiconductors, and cooling systems all require massive amounts of metal.
That makes today’s metals rally a DOUBLE DUTY: a hedge against monetary instability and a structural allocation to the physical backbone of AI.
This is why this cycle feels different.
Capital is not chasing narratives. It is positioning for durability.
Historically, flight-to-safety meant Treasuries. Today, it means assets that cannot be printed.
Metal over paper. Infrastructure over promises. Concreteness over confidence.
🌐A GLOBAL COPPER SHORTAGE IS COMING
Global copper demand is projected to rise from 28Mt today to 42Mt by 2040, while supply peaks around 2030, creating a 10Mt annual deficit, nearly 30% of demand.
Asia accounts for 60% of growth driven by EV adoption and grid upgrades, while AI data centers alone lift copper demand +127% to 2.5Mt.
S&P Global warns that AI and defense could push total demand up 50% by 2040, with mining and recycling unable to keep pace.
🇺🇸 ETF FLOWS: SOL spot ETFs saw net inflows last week, while BTC, ETH and XRP spot ETFs saw huge net outflows.
BTC: - $1.33B
ETH: - $611.17M
SOL: $9.57M
XRP: - $40.64M
LATEST: 📈 Morgan Stanley's Bitcoin and Solana ETF filings deliver strategic value beyond inflows through reputational benefits and talent recruitment efforts, says ProCap CIO Jeff Park.
We acquired ~219,737,766,594.9 #BONK tokens with an average cost of approximately U$0.00001138 as part of our #Solana ecosystem participation. This reflects how we allocate capital across networks we actively operate in - focusing on assets tied to real on-chain activity and established liquidity, alongside our infrastructure and validator operations.
TSXV: $TNX
Today we get to welcome $TNX, listed on Canada's Toronto Stock Exchange, asa new public company buying and supporting $BONK as a part of their Solana ecosystem strategy.
TenX is not only looking to acquire tokens, but to be an active ecosystem participant, beginning with their support of quality Validators in High Performance network.
Glad to see their belief in Solana and @bonk_inu , and excited to work further with them on our shared goals in the future ❗️❗️❗️
What is the $BONK origin story?
Launched on Christmas Day 2022 after the FTX collapse, $BONK was built to revive Solana sentiment. Most of its 100T supply was airdropped to users, builders, and NFT communities—not VCs—earning BONK the name “the Dog Coin of the People,” while driving wallet activity, DEX trading, and liquidity back onto Solana. Learn more here: https://t.co/LgAZffqPXc
Gain exposure to $BONK with Osprey BONK Trust (Ticker: $OBNK).