KingZ

Pattern Seeker

[KingZ @Odds_Watch]

@R89Capital @fogg49 This

[KingZ @Odds_Watch]

@Topo_G I work as the lead of digital banking for a smaller financial institution in a relatively poorer state and I can say this number is in the correct ballpark from the accounts I see daily.

[KingZ @Odds_Watch]

@MadLads lol

[Retired Chad (Monad Arc) @retiredchaddev]

I'm struggling with my existential identity in crypto. Everybody has different reasons and beliefs for their stay in this space. Mine has always been defi. I believed and wondered in how it can revolutionalize day to day finance, as well as powering a plethora of new primitives. I sort of don't believe in it anymore, unless a lot changes. Losing this belief made me question my entire duration of association with crypto. What are you in crypto for? What's your core belief?

[mert @mert]

institutions will never want anything to do with Solana

wait hold up

[Catherine Gu @catgu_]

The journey with @solana started sometime back 😇

Super excited to share that today I am joining @solana as Head of Product, Digital Assets. Stoked to be part of an all star team @calilyliu @jnwng @nickducoff @sherazshere @toly @rajgokal @DanPaul000 and many more

[KingZ @Odds_Watch]

https://t.co/VlqbjuyKq7

[Parcl @Parcl]

Real Estate Markets are officially live on @Polymarket 🏠

Predict home values, exclusively powered by Parcl data.

[KingZ @Odds_Watch]

Real estate prediction markets just got a settlement layer.

@Parcl is now powering housing bets on @Polymarket.

Housing is a $380T+ asset class. But expressing a clean directional view on home prices has been nearly impossible without buying property, taking on leverage, or locking up capital for years.

Polymarket lists housing markets (will Miami prices rise this quarter?)

Parcl's daily price indices settle every bet. No ambiguity. No disputes. Just verifiable outcomes.

Polymarket has millions of users. Parcl's data now reaches all of them. Every real estate bet reinforces Parcl as the housing data standard.

Parcl isn't just letting you trade housing anymore. They're becoming the Chainlink of real estate data.

What's the first market you'd bet on?

[KingZ @Odds_Watch]

@fibsreject Oh it'll be messy

but 96 bots per human is already here — the question isn't if we need agent identity, it's who builds it

crypto has a real shot at the decentralized version before trad infra locks it down

[KingZ @Odds_Watch]

96 bots for every 1 human employee.

That's the ratio in financial services right now.

And none of those bots can open a bank account.

a16z calls them "unbanked ghosts" — AI agents that can't transact, can't build credit, can't operate autonomously.

Their 2026 prediction: KYC → KYA

Know Your Customer becomes Know Your Agent.

What KYA requires:
→ Principal: who owns the agent
→ Constraints: what it's allowed to do
→ Liability: who's responsible

KYC infrastructure took decades.

KYA needs to happen in months.

This is the unsexy infrastructure that makes the "agentic economy" actually work.

And it's a massive opportunity for crypto — identity, attestation, and programmable permissions are all onchain primitives.

Other @a16zcrypto takes worth watching:
→ "Perpification vs tokenization" for RWAs
→ Stablecoins forcing bank ledger upgrades
→ Privacy as the biggest moat
→ "Spec is law" replacing "code is law"

Question: Which chain is best positioned to own agent identity infrastructure?

[KingZ @Odds_Watch]

Full a16z piece worth reading:
https://t.co/r0s9IcRFdw

[KingZ @Odds_Watch]

While CT debates buybacks, burns, and token accrual problems... @solana quietly hit $873 million in tokenized real-world assets.

325% growth in one year.

What's actually in it:
→ $255M BlackRock BUIDL
→ $176M Ondo yield products
→ Tokenized Tesla, Nvidia, treasuries

Circle minted $750M USDC on Jan 3.
Western Union launching stablecoin on @solana in 2026.
Multiple spot SOL ETFs already approved.

126K unique holders. Growing 18%/month.

@galaxyhq predicts $2B by end of 2026.

Tokenized treasuries. Tokenized equities. Stablecoin remittances.

This is what onchain finance actually looks like — and @solana is winning the infrastructure race.

Question: Does RWA tokenization matter more than DeFi for @solana's long-term value?

[Jon Ma @jonbma]

Let's verify this claim: Solana is the most used chain

Here's a comparison of @solana KPIs in 2025

1. Solana is #1 in MAU at 98M (~5x Base MAU)
2. Solana is #1 in Transactions at 34B (18x BNB)
3. Solana is #1 in Trading Volume at $1.6T (1.7x ETH)
4. Solana is #1 in Application Fees at $5B (2x ETH)
5. Solana is #1 in Revenue at $1.5B (2.4x TRX)

One area where @ethereum still dominates is total transfer volume (Solana is #3), TVL (Solana is #2), developer activity (Solana is #2), and stablecoin supply (Solana is #3) .

But by pure usage, Solana is indeed the most used chain in 2025

[Teddy Fusaro @teddyfuse]

Thank you Solana community for making BSOL the number one crypto ETF in America last week by flows unseating BlackRock’s Bitcoin ETF.

[Eric Balchunas @EricBalchunas]

What a week for $BSOL, besides the big volume, it led all crypto ETPs by a country mile in weekly flows with +$417m ($IBIT had a rare off week, it'll be back). It also ranked it 16th in overall flows for the week. Big time debut.

[James Seyffart @JSeyff]

Getting closer … Solana ETFs likely coming to an exchange near you in coming days/weeks

[RockawayX @RockawayX]

Introducing - Why Solana?

The SOL thesis for Wall Street ↓

[KingZ @Odds_Watch]

@marcryptonio My wife is a Newborn ICU nurse, I agree with this completely. Such an insane line of profession and sacrifice they make

[Dan Morehead @dan_pantera]

As venture investors at @PanteraCapital, we pay close attention to where developer momentum is strongest.

Solana has attracted more full-time developers than Ethereum over the past 1-, 2-, and 3-year periods.

Skate to where the puck is going.

$HSDT

https://t.co/zmVlBLB2yg

[Dan Morehead @dan_pantera]

On almost every metric, Solana leads.

– Daily Active Addresses: 4mm
– DEX volumes: $1.4tr annualized
– Real Economic Value: $800mm annualized
– Application Revenue: $1.7bn annualized
– Real transactions: 3,500 /second

$HSDT

Read more about @HeliusHSDT: https://t.co/zmVlBLB2yg