Mori Capital

Venture investor. Building and backing companies at the edge of crypto, AI, and capital markets. AGI, LLM. Ex-@PwC

[Mori Capital @MoriCapital]

Bought 3,000 shares of $MSTR.

Everyone screaming “Strategy is a Ponzi” this week looked like capitulation to me.

The real question is whether the market eventually stops paying such a massive premium to NAV, not the cartoon margin-call story people keep repeating about the Bitcoin.

That risk is real. I just think it’s being priced like the whole structure already broke.

Your move, @saylor.

[Mori Capital @MoriCapital]

I invested in the $PUMP ICO and I’m not selling here.

The market has already priced in every FUD and delayed airdrop complaint.

What it has not priced in is the sentiment flip if the airdrop lands while buybacks are already removing supply.

That’s the trade. Momentum changes first, then trust in the team follows.

It’s hated, down bad, still dominant, and has the one catalyst CT has been begging for since launch.

[Armani Ferrante @armaniferrante]

Stocks, real stocks, on Solana.

[mert @mert]

solana

[vibhu @vibhu]

FYI:

If you are buying SOL in size but want exchange security, well worth transferring your USDC to your self-custody Solana wallet and buying SOL on Jup/Titan/DFlow, then sending it back.

You get a better price for SOL, and no 1% exchange fee.

Data to back this up below 👇

[Solana @solana]

BREAKING: Toss Bank is set to use Solana for its global remittance and settlement PoC.

The South Korean bank’s 15 million customers will be able to experience faster, more cost-effective global digital finance with Solana.

[Solana @solana]

umbrellas out ☂️

[Solana @solana]

World Series of Poker continues with the final table for $50K PLO High Roller
https://t.co/meqnpk0F3J

[rinko @mrinko]

all I want for christmas is the solana kingmakers to bless us with their presence at the inaugural metadao owners meeting

all day
friday
july 10
san francisco
california
colosseum hq

[SolanaFloor @SolanaFloor]

BREAKING: @Solana has flipped @Bybit_Official for the second consecutive day to claim the number two spot in global spot crypto trading volume across DEXes and CEXes, trailing only Binance.

[Solana Developers @solana_devs]

Solana Summer School starts tomorrow for the Class of 2026.

Updates, keynotes, and guest lectures will be recorded. They’ll be shared on Youtube and other channels when available.

The next generation of Solana builders is looking good here.

[Solana @solana]

Collect the elusive Gengar or holo Charizard on platforms like @Collector_Crypt, @phygitals, @Slabzapp (and many others)

TGC platforms on Solana hold 73% of marketshare so far in June 👀

[Solana Gaming @solanagaming]

It is now legally Solana Summer

You are required to bump this banger from @solflare once a day

GM 🌴

[Solana @solana]

Solana's got a full house.

This week Moody's, AWS, Kraken, and more all sat down at the table. Different industries. One network. Nobody's folding.

Here's what shipped:

📰 Headline News

- Moody's credit ratings are now machine-readable at scale on Solana via @alpha_ledger

- @awscloud enabled publishers to programmatically monetize AI traffic via @x402 on Solana

- Solana hit a new ATH of $213M in daily spot volume for tokenized equities

- @krakenfx added native onchain trading in its main mobile app, giving users one-tap access to Solana tokens

📰 Launches

- @OndoFinance expanded Ondo Global Markets with 173 new tokenized stocks and ETFs and integrated @Titan_Exchange for institutional RFQ execution

- @crediblefin partnered with NASDAQ-listed @OwlTing to bridge payment networks, unlocking cross-border payout routes

- @hylo_so introduced its V2 upgrade to offer a suite of structured, leverage-resistant instruments

- @JupiterExchange integrated native prediction markets into Jupiter Mobile

- @ManicTrade opened public beta for its momentum trading platform, allowing humans and AI agents to execute ultra-short-term price predictions

- @GetRektApp released Rekt Beta, a mobile-first RWA and perps trading app

- @rarible partnered with @Collector_Crypt to bring real-world collectibles onchain

- @nansen_ai launched a Solana spot and perps trading campaign with $100K in weekly rewards

- @stardotfun featured @predikt_gg on its live fundraising show

- @Vishwa_lab debuted an agent banking layer for autonomous trading on @PredX_me

- @chompdotfyi pivoted its protocol into a mainstream belief engine designed to surface hidden audience sentiments

- @tinyhumansai launched Tiny Place, a social economy on Solana for AI agents to discover, negotiate, and transact via x402

- @SolanaInstitute convened policymakers, builders, and asset allocators in Chicago for Solana Summit: Washington x Wall Street

- @ownershipfm scheduled Ownership Roadshow #3 for June 26th, featuring a live-streamed pitch competition

- @solana_devs and @SuperteamJapan hosted a localized developer activation in Tokyo

- @mtndao announced its 10th builder summit, returning to Salt Lake City in August

- @islanddao announced its global Solana founder Demo Day for June 23rd with a $10K prize pool

- @superteamIE opened registration for its builder residency in Ireland

- @SolanaSummitOrg scheduled Solana Summit Singapore for October 6 ahead of Token2049

- @Solana_zh announced the Solana Shanghai Builders Assembly for June 27

- @SuperteamTalent opened the Talent Portal, a profile-matching platform for hiring across the ecosystem

📰 Milestones

- @onrefinance total market size on @kamino surpassed $150M

- SPCX crossed $439M in total onchain volume following its debut on @Backpack via @sunrisedefi

- Solana surpassed Coinbase and Kraken in daily and weekly spot volume

- @ArcherExchange_ crossed $10M in total traded volume across its SPCX market pairs

- @Rosentica One Arena recorded $1.3M in sales and 3,500+ matches two weeks into its early access

- Solana's ERC-8004 activity scaled to 1,400+ autonomous agents with 8,200+ signals, h/t @8004_scan

- @paj_cash processed nearly 50,000 Web3-to-bank transactions in Nigeria

- @magicblock hit an ATH of 204K VRF requests in May

- @Loopscale’s OnRe Growth Earn vault reached $8M in deposits in three weeks

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

Artwork by @Ponderman_NFT 🔥

[Solana Sensei @SolanaSensei]

Solana RWAs was at it's best last quarter with it's market cap up 43% QoQ to $2.01B

- BlackRock's BUIDL doubled up 106% to $525M, after anchorage digital added custody support

- PRIME up 124% to $361M

- ONyc up 100% to $145M

You already know this quarter is going to be bigger and better

[Superteam Germany @SuperteamDE]

Solana Summit Germany was a movie 💯

[Phantom @phantom]

solana summer officially starts tomorrow

position accordingly

[Solana @solana]

If you weren't here, it will feel coordinated.

If you were here, you knew all along.

[mert @mert]

solana is at the frontier of

- futarchy
- spot trading, market structure, and HFT
- scaling
- consumer
- startups, talent & founder support

and now has a clear roadmap to fix its main weaknesses in perps, privacy, predictions, and monetary policy

off to the races