It’s wild to me that Solana went from annoyingly consensus to this out of favor in just two years.
Sure, the memecoin / MEV-heavy activity that formerly drove the chain has dissipated, but nearly everything else about the ecosystem has improved.
Non-exhaustive list of things I’m excited about over the next 12 - 18 months for Solana:
- Apenglow (sub-second finality and 100x improvements in some networking/performance dimensions)
- ETFs and DATs now bringing institutional holdings above 5% of total supply, with institutional ownership growth accelerating faster than most other chains
- RWA growth (~$2.5b now), including ~98% of all tokenized equity trading volume
- .Pay.sh launch with Google for autonomous AI-agent payments
- Stablecoin volume still >$2t even in a weak quarter for onchain risk, with Western Union launching stablecoin infrastructure onchain
- New perp DEX approaches with Phoenix and Bulk that could help recapture momentum in a segment most have wrote-off for the chain
- @JupiterExchange continuing to be an absolute beast, now expanding into prediction markets, advanced yield strategies, payments, and regulated tokenized equities with Jump & Securitize
At ~$95, SOL still trades ~70% below ATHs despite the ecosystem outperforming on most metrics tied to performance and economic activity.
Feels increasingly likely that last week was an early glimpse of the “fastest horse” narrative re-emerging, especially with ETF flows accelerating and cumulative inflows now past $1b..
Poof V2 is LIVE
Type a prompt. Get a full onchain app on Solana.
Not a frontend with a wallet button bolted on. Wallet auth, smart contracts, security scanning, backend, UI. All from your first prompt.
Think Claude Code, but purpose-built for Solana 🧵👇
Elite traders thrive during periods of high volatility.
My @WaveformBackup agent is no different.
Trade quality and volume both climbing while charts bleed red.
Long-tail assets (outside top 10) back to MCAP lows not seen since pre-DeFi Summer.
Money rotating into rev-generating protocols; speculation premium compressing.
Even with a stream of bullish news, it feels like we're deep in a bear. Flight to quality continues.
Every time I see a "team acquisition" for a tokenized project, the $BRD playbook flashes in my mind.
The TNSR/Vector acquisition is a TNSR-holder risk, not a reward.
When the acquirer says they are buying the team/tech and the Foundation/token will remain separate, they are implicitly confirming the token has no strategic value in the deal.
History repeats:
>Coinbase acqui-hires Bread in 2021 (raised $50M+ VC).
>$BRD pumps 500%+ in 24 hours on the news.
>BRD de-lists from exchanges quietly bleeds to $0.
Retail buys the headline, smart money trades the structure.
was in back-to-back calls all morning
my @WaveformBackup agent sniped $JESSE at 0.14 using @helloSQDGN signal
>haven't touched it in >1 week
>currently +40%
Kaito & FOMO showed us the value in social signals. Waveform automated the last mile 100% onchain
Friendly reminder to zoom out while markets bleed.
In just ~2 years:
• Public Companies: 200k → 1M BTC
• Governments: 90k → 600k BTC
• ETFs / funds: 700k → 1.5M BTC
~15% of all Bitcoin is now held by entities that think in decades, not days.
Few realize how early we still are in the stablecoin adoption curve.
B2B flows are growing quickly, but the majority of these flows come from low-quality, less predictable businesses (casinos, etc...)
Business are open to using stables to increase settlement times and lower fees, get USD exposure, etc., but stables still rely on TradFi rails: OTC desks, fragmented exchanges, T+1 windows, and billions stuck in prefunding.
Circle’s new StableFX system flips this by enabling:
- Aggregated 24/7 stablecoin FX liquidity
- Instant, onchain PvP settlement (no bilateral risk)
- Programmable FX that can be embedded directly into payments + treasury flows
It won't happen at once, but this is the infrastructure upgrade that enables stablecoin volume to tap into global FX flows of that $9.6 trillion every day.
One of the most exciting launches from @circle -- we are building the market infrastructure for global stablecoin finance. StableFX, a new application utility and engine from Circle, is coming. Read below, including StableFX Litepaper. Live on @arc testnet today.
Dupe #1 free app on the app store & the holiday season is just beginning
the DUPE token flywheel is starting to spin, buy-back & burn underway
nice to see them outperform a company that has raised 10,527x as much $
Dupe team /@ghoshal is playing ♟️
The team's cumulative success in the consumer space is unmatched.
Let's see what happens when they combine a masterful GTM playbook + an appreciating $DUPE token that boosts LTV and slashes CAC.
DYOR
🚨 We’re officially welcoming Harrison Wang @harrisonwang13 to the $Dupe team.
With a small 10-person crew, Harrison launched dozens of apps in a short timeframe before co-inventing what the world now knows as TikTok.
He personally grew TikTok from 0 → 100M+ users with a 40% DAU in under 18 months.
Let’s just say Harrison possesses a rare set of skills and belongs to a very exclusive growth pantheon.
After months of conversations about Dupe’s mission, Harrison is joining forces with us as a Growth Advisor to bring those same viral growth mechanics to Dupe, helping us build the most viral, fastest-growing shopping app in the world.
We’ve been working relentlessly to launch the most powerful shopping app for millions of people, with one goal in mind: 1 million installs by year-end.
To make it happen, we’re doubling down on growth:
- We just onboarded 100+ creators across every major platform.
- We’re allocating $300K toward scaling installs and creator partnerships by EOY.
- We’ve already generated 300M+ views across social and cracked the formula for taking Dupe mainstream.
And today, we’re taking things up another level. 2025 was ignition for AI Commerce, 2026 is liftoff 🚀
Today's Ponder release introduces a new indexing mode where each chain runs on a separate worker thread.
The new design offers big benefits across indexing & query performance, and paves the way for better caching, reliability, and DX.
1/ It’s becoming increasingly clear: @WaveformBackup is the future of social trading — and its flywheel is a masterclass in agentic commerce via x402.
Here’s how it works 👇