hanjay

@xom_agent
hang in @xomnft_ @sqrdao
Previous @IncognitoChain
@xpet_tech

[hanjay @hanjaycrypto]

Wow thanks @pudgypenguins

[hanjay @hanjaycrypto]

@PercolatorTrade @MetaDAOProject @JurassicFi why?

[onchainmonk @onchainmonk]

Interesting ...

Arthur Hayes vs Kyle Samani

HYPE vs SOL

Arthur proposed a charitable bet of $100k to Kyle Samani that $HYPE will outperform any other token till year end and offered him to choose his champion.

Kyle Samani chose $SOL.

What do you think who will win 🤣

HYPERLIQUID

[Foundation | AI Infrastructure Credit @fdn_labs]

An update on Foundation.

We set out to raise a pre-seed to build this properly, and we could not close it. Market conditions for what we are doing are not there right now, and we would rather stop than half-build a credit product on capital that does not cover doing it right.

So we are pausing.
If you took part in the https://t.co/Ggvj9MXB2Q sale: the round did not fill, so it did not complete. Every contribution will be refunded.

The thesis has not changed and we may return to it. For now, thank you to everyone who backed us, asked hard questions, and pushed the idea. It meant a lot.

[MonkeDAO🍌 @MonkeDAO]

Subscribe / Email notification:
https://t.co/PK3dd9ys9r

Featured in this edition:
@agvbtc, @KimNguyen314 , @melxor0x , @hanjaycrypto , @nomadngx
@_VeliUysal
@CryoPalmar
@SOL_Circus
@validotxyz
@ACsstyle
@SolanaCoach
@HiroDXB
@helwan_mande
@faynguyen071
@ImDenixSol
@hyperstrike
@punktaveira
@heymike777
@SolBrothersPod
@kxrnel
@jemmmyjemm
@chmoxie
@0xgdr
@WalkerHebborn
@maldoio
@bibseebliss
@Mathis_btc
@256hax
@thewajidmengal
@beeman_nl
@hanstmy
@Tramplin_io
@DeusNero
@kamino
@zinnresearch
@crowdbrainai
@ridemarkets
@readylayerone
@solana_devs

[hanjay @hanjaycrypto]

@pranave @0xSoju @BedrockFndn @base @Pumpfun name me early-stage projects from the past 3 years that actually delivered outsized but also sustainable returns to participants.

what im thinking is general market risk isn't the biggest issue right now but founder risk and outright rugs are

[hanjay @hanjaycrypto]

gonna be something like this. it was written when i was still 20 something in my own telegram channel

funny how weekends always find a way to pull you away from the desk and the screen, leaving you just staring into space, letting your thoughts drift wherever they want to go.

[hanjay @hanjaycrypto]

i'll start a weekend contemplation series this weekend

[hanjay @hanjaycrypto]

@dreedohaha @SolBrothersPod congrats, Bento!

[hanjay @hanjaycrypto]

i'll start a weekend contemplation series this weekend

[hanjay @hanjaycrypto]

getting nearly 600 Variational Points so far

am in considered pre rich?

[post rich @0xpostrich]

Weekly Variational Points

RWAs have arrived on Variational. Point stats below, not including any ref points:

- 78 points
- $610k+ volume
- OI $637k
- OI/Vol 1.04
= 1 point per $7.82k vol

Last week I earned 1 point per $5.65k volume. Going to hold some positions open on XAU and maybe some others.

- Avg hold time: 5d
- Volume: BTC
- OI: BTC, ETH
- Trades: 7

Currently $880M in open interest on variational, the highest quality perp farm and still remains my most bullish expected airdrop.

Airdrop tools https://t.co/PldcuSRjtu

[hanjay @hanjaycrypto]

@therealchaseeb now solana’s global hackathons are the leaders in producing new generations of Web3 founders.

no one can argue that

[hanjay @hanjaycrypto]

so now @based officially compete with @solana in acquiring yellow builders?

[Base APAC @baseapac]

A new chapter for builders on @base in Asia 🇲🇾

We’ve officially opened the Base Builder’s Loft at @ns
— with support from @balajis — bringing together builders, founders, investors, creators, and the onchain community shaping what’s next.

If you’re building on @base, the doors are open.

[hanjay @hanjaycrypto]

@MacroMate8 hey @MacroMate8, not a super large polymarket trader but a frequent one.

also a Solana maxi (@MadLads and @MonkeDAO holder) and a builder on Solana. i’d love to share some feedback to help improve the product. mind if i dm?

[Tommy @Shaughnessy119]

I think this is partially why @OpenRouter just raised $113M+ by @CapitalG

If you are an inference provider you can raise a ton of money now off revenues and amass capital to buy GPUs. You can use these GPUs to offset chinese models going closed source by using them for model training/fine tunes in the future

Inference provider revenues are driven by deploying open source models in an easy and safely accessible way. You can pay 1/100 to 1/1,000 the cost to access GLM/Qwen etc vs centralized APIs and not send your data directly to chinese APIs. Yay I get cheap intelligence and China doesn't see my full conversation history on giving my friend breakup advice.

You leverage that revenue growth (API spend) to buy a capital asset (GPUs) for the future If @alexatallah buys GPUs with this $113M it solves two things. The first is he can lower inference costs even more through owning the hardware (and get a nice multiple on it and take loans against them, and repeat) and second he could use those models for training runs or fine tunes in the future if China goes fully closed source

The other issue is inference providers don't get the same data flywheel an OpenAI or Claude gets (since someone else is running the model and theres no data retention to train future versions). This could negatively impact training runs maybe. I think this is another reason china models go closed source, they want all inference to use that data for training runs and right now they are ceding the revenue and data flow.

Also, despite Meta being open source but not competitive anymore I think we will see some very strong open source AI labs in the U.S. start to pop up as an offset and existing models are good enough for inference providers for the forseeable future. China going closed would accelerate U.S. open source labs too.

At least these are my early contrarian musings. Thanks for tuning in!

I have no idea on OpenRouters plans. I have no ownership but love the product and think its extremely net positive for humanity.

https://t.co/tpD7AlBsM3

[hanjay @hanjaycrypto]

Monkesssss

[Nomad @nomadngx]

It's amazing to see so many Monkes in one place, coming together to vibe and build cool things.

A truly warm and meaningful lunch gathering with the whole crew. @agvbtc, @KimNguyen314, @melxor0x and @hanjaycrypto hosted such a great event and bringing the community together.

Reject humanity. Return to monke.
@MonkeDAO

[threadguy @notthreadguy]

the buyers twapping hype this time have alot more money than the buyers twapping hype last time

[Foundation | AI Infrastructure Credit @fdn_labs]

We're raising pre-ICO on @stardotfun.

Foundation is bringing AI infrastructure yield on-chain. Going live on @Solana in 6 weeks.

🧵

[bree.sol 钰 @bytesbybree]

The two crazy smart people 🐂 @stan_ngx and 🧸 @hanjaycrypto

[hanjay @hanjaycrypto]

@david_in_web3 @PolyquestSOL @mattlefun @tradedotfun_sol @solana @fdn_labs @colosseum @toly congrats

[matthew 💭 @yo_itsmatt]

I went through 2,857 @colosseum submissions

Here are 44 that stood out to me:

@clawpumptech - Launches agents that trade, earn fees and fund compute

@payainetwork - Lets merchants accept agent payments

@jurassicfi - Opens fossil investing by tokenizing specimens with real ownership rights

@cleopetrafun - Makes macro theses tradable through prediction backed indices

@gibdotmeme - Turns memecoins into a trading card game with real rewards

@cesto_co - Turns market ideas into one click baskets across RWAs, prediction markets and perps

@jigglypuffking_ - Gives trading card collectors pricing, portfolio tools, data and faster listings

@afkdotfun - Lets users build, test and copy automated Solana trading strategies

@daemonterminal - Gives Solana devs a coding workspace with agents, wallet tools, swaps and onchain records

@sp3nddotshop - Lets people and agents buy Amazon and eBay goods with stablecoins

@hobba_io - Lets users borrow against crypto collateral while the collateral yield helps pay the loan down

@arete_a4 - Gives AI agents focused Solana tools so they stop wasting context on docs and SDKs

@funddotsol - Makes group expenses and USDC settlement on Solana easier to track

@bento_guard - Checks AI agent actions before they touch funds so users can delegate safely

@01resolved - Turns ownership coin activity into treasury, holder, vote and market intelligence

@giogio_app - Helps digital workers get earned income in seconds instead of weeks

@usebido - Helps brands appear as AI agents choose what to buy

@ridemarkets - Lets crowds back trade calls before a treasury executes them

@aigntfun - Launches Solana trading agents that learn from their trades

@nomustores - Helps consumer brands manage supply chain operations after checkout

@winnr_trade - Builds information markets with private order flow, gasless trading and fast resolution

@m_schneider - Requires two device approval so one compromised wallet cannot drain funds

@event_mesh - Lets agents react to real time events instead of polling sources nonstop

@backyard_fi - Helps users earn yield across vaults while keeping capital liquid

@versusonchain - Turns trading into live matches with rankings and rewards

@incdotfun - Helps founders launch AI run businesses funded by their own token volume

@ghostai_fi - Brings private local AI into a wallet for trades, transfers and DeFi

@bladtrade - Combines social trading, tokenized stocks and bets

@yieldbayfi - Helps Solana users find yield, watch risk and manage DeFi in one place

@vderohe - Gives Solana agents shared identity and messaging across registries

@dawnlabs00 - Runs managed Solana yield with Kamino leverage and delta neutral positioning

@looftapay - Lets digital workers send and receive global payments by username, email, or X handle

@basedbidx - Helps teams launch tokens with virtual liquidity, fees and protection

@awesamarth_ - Gives Solana agents wallets, payments, policy controls, privacy and yield tools

@stealf_finance - Builds a privacy focused stablecoin neobank with a full banking feel

@bundiedefi - Lets people bet on how AI agents perform in real DeFi strategies

@joeblau - Makes stablecoin trading feel like a fast real time tap game

@ordrtrade - Gives market makers better protection so traders get tighter onchain prices

@noelkimlcw - Gives teams a clearer view of asset holders

@bananazoneapp - Makes Solana finance feel like a playful trading arcade

@craftsdev - Helps startups raise through equity linked tokens with price discovery and treasury controls

@nomadzxyz - Lets people and AI agents book travel with crypto and save on over 1M stays

@cashflow_fi - Helps users earn yield on stablecoins and invest in tokenized gold and stocks

@fraudsworth - Builds a gamified futarchy controlled wealth fund using flipping taxes and a closed token ecosystem