Jisan

[Jisan @jisan__xt]

Yield’s TAM is about to explode. 📈

What excites me isn’t just the growth of DeFi yield itself, but how much bigger the market becomes when earning yield gets simple, accessible, and effortless.

Stablecoins, staking, lending, RWAs, automated strategies — more capital is moving on-chain, and more of that capital will be looking for productive opportunities.

If Yield can become the layer that connects users to those opportunities without all the complexity, the upside could be massive. ⚡️

The market is expanding fast.

And Yield is positioned right where that growth is happening. 🚀

[MR SHIFT 🦁 @KevinWSHPod]

E183: @jupiterexchange COO - Why Solana Is The Everything Chain and Why Get Rich Slow Is The Real Alpha

@kashdhanda is the COO of Jupiter, the biggest trading and DeFi platform on @Solana. He got his start on the founding team at Superteam, then spent the last year and a half building Jupiter into what he calls the on-chain finance super app. We get into why he keeps half his own portfolio in yield-bearing stablecoins, why meme coins are just video games with no staying power, and why he thinks the fat protocol thesis got it backwards.

Timestamps:

0:00 Intro
2:10 Crypto's Middleman Problem
3:20 What TradFi Actually Knows About Crypto
4:46 Crypto's Place Inside TradFi
6:19 Early Tech, Late Investment?
7:59 Who Is Kash Dhanda?
9:26 Kash's Role At Superteam
11:42 Why Kevin Went All-In On $SOL in 2023 & $ZEC in 2025
13:02 Infinite Capitalism, Explained
16:07 Sponsors: @variational_io & @Bitwise
17:00 Which Assets Win When Liquidity Is Scarce
19:15 Kash On Memecoins
21:27 Why Keep 10% For Gambling
22:58 The Hidden Cost Of Infinite Capitalism
24:15 Getting Rich In Crypto Without Luck
26:18 Timing Beats Holding
27:25 The Only Way To Compound Wealth
31:14 The Case For All-In Stablecoins
32:59 Protocols Kash Actually Trusts
34:12 Kash's Stablecoin Allocation
37:07 How To Know You're Wrong
40:10 Sponsors @KASTxyz
40:58 Yield's TAM Is About To Explode
43:21 Is Solana Back From The Dead?
45:32 Where SOL's $1B Liquidity Really Goes
47:09 Solana's Biggest Weakness
48:44 Building Products Without Breaking Solana
51:01 Solana's 2026 Thesis
52:23 Is SOL Future-Proof?
54:07 What Jupiter Actually Is
54:34 How Jupiter Stops You From Getting Rekt
56:13 Why @ethena Powers JUPUSD
57:19 Why Jupiter Needs Its Own Stablecoin
1:00:05 How $JUP Generates Yield
1:01:08 The Super App Race: Who Wins?
1:03:20 Jupiter Spend, Explained
1:04:58 Sponsors @JupiterExchange & @ethena
1:05:42 Why Jupiter Spend Wins
1:07:39 GUM Explained Simply
1:10:20 What Else GUM Unlocks
1:12:30 Does Solana's Success Lift Jupiter?
1:14:45 Why $JUP Flopped Last Cycle
1:17:21 Jupiter's Comeback Plan
1:19:23 Is $JUP A Buy?
1:20:38 Hyperliquid vs Jupiter & GUM
1:21:38 Why Everyone's Talking About Hyperliquid
1:23:28 The Biggest Takeaway
1:24:15 Closing Thoughts

[Jisan @jisan__xt]

@zaka25dj Fragmentation fades when ecosystems finally connect seamlessly 🔗⚡️

[Jisan @jisan__xt]

@TheKorvexHQ Real referrals matter more than empty signups.

[Korvex @TheKorvexHQ]

Korvex Referral Competition is live.

We’re putting $100 USDC behind the creators who can bring real people into the network.

No points for empty signups. A referral only becomes valid after the creator joins through your code and completes their first approved quest.

Top 10 creators share the pool:

1st — $25
2nd — $20
3rd — $15
4th — $10
5th–10th — $5 each

Every valid referral can move the board.

Competition runs until September 21.

Get your code, start onboarding and track your position live.

Start here: https://t.co/QNq5Mutvpy
Access code:  KVX-BU9RNK

[Jisan @jisan__xt]

@zaka25dj AI shifting from cost center to revenue engine. 🔥

[Jisan @jisan__xt]

@MsZxz6ki @MCGlive Quiet progress like this is worth watching 👀

[Jisan @jisan__xt]

@Shafayat_st Still early, but adoption will tell everything.

[Jisan @jisan__xt]

@samir__xt Lav nai, meye potbe nh🐸

[Jisan @jisan__xt]

@zaka25dj Real utility makes $CRED worth watching closely.

[Jisan @jisan__xt]

@TheKorvexHQ Early creators set the foundation for everything ahead.

[Korvex @TheKorvexHQ]

1 day into creator onboarding.

We’ve started welcoming the first creators into Korvex and seeing the network take its first steps.

We’re taking things step by step, improving the experience, listening to feedback, and growing the ecosystem with the right people from the beginning.

If you’re a creator and want to be part of the early network, onboarding is still open.

Apply here: https://t.co/ytSb2C5Auk
Referral Code: KVX-BU9RNK

Apply and become part of the Korvex Creators.

[Jisan @jisan__xt]

@DannyCrypt Autonomous memes could completely reshape crypto culture.

[Jisan @jisan__xt]

@apepeofficial Free capsules make the beta worth exploring.

[Jisan @jisan__xt]

@ArisuIDO @RobinhoodApp That fee growth shows real ecosystem traction.

[Jisan @jisan__xt]

@0xRetardio Robinhood’s ecosystem momentum looks increasingly undeniable.

[Jisan @jisan__xt]

@Minhaj20m Product growth will always speak louder than hype.

[Jisan @jisan__xt]

@RuhianAhmed Real utility makes the long-term story compelling.

[Jisan @jisan__xt]

@talha_abu80819 Real adoption will matter more than hype.

[Jisan @jisan__xt]

$CRED is one of those projects I’m watching quietly.

The part that stands out to me is the focus on building actual financial rails instead of chasing attention. More payment options, real transaction volume, and a treasury that benefits from the activity all make the story more interesting.

There’s still plenty to prove, but I’d rather watch steady progress than short-term hype.

Curious to see where $CRED goes next.

[MCG @MCGlive]

Great updates from @crediblefin. New financial statements, with profits being returned to the Futarchy governed treasury with flows tracked on @01Resolved

In July, the team reported $162M in processed volume, launched a business card spend pilot, shipped an analytics dashboard, and completed the solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta raise on @MetaDAOProject

In August, USD–CNY collections and payouts went live, IDR payouts launched across bank transfer, GoPay and OVO, and cash access was announced through MoneyGram terminals, including MGUSD support

[Jisan @jisan__xt]

@Sadikulo2n1 Real usage makes $CRED worth watching closely.

[Jisan @jisan__xt]

@MCGlive @crediblefin @01Resolved Credible keeps turning real progress into momentum