qokay.eth

On-chain VC @shape3vc
@0xSplits ⛓️ @ajnafi
Investor / Collector / capital allocator
Early-stage | DeFi | L2 | Infra
long-term only 🔺never DM first

[qokay.eth @qokayeth]

@Tekeee we're still early in this😢

[qokay.eth @qokayeth]

@0xSweep worst month historically" gets repeated every september regardless of setup, but stacking it with actual live catalysts this time is a different conversation

[Binance @binance]

$30B in <90 days.
That’s bStocks’ cumulative trading volume since launch.

Trade 24/7. Access 7,000+ popular assets. Explore more opportunities, all from one Binance account.

All Finance on Binance.

[qokay.eth @qokayeth]

长周末休市前一天，只有两只基金出现资金流入，其他基金都先撤出了，等开市后再回来。这不是恐慌，只是不想在休市期间承担风险

[The Kobeissi Letter @KobeissiLetter]

BREAKING: After falling -80% from its record high, Nike, $NKE, will be removed from the S&P 100 at the end of this month, ending a near 18-year run in the index.

The stock has now erased -$230 billion in market cap since its all time high.

A collapse for the history books.

[Sam Parr @thesamparr]

Dear NYC founders,

[Crypto Patel @CryptoPatel]

MEGA ALTSEASON LOADING?

BITCOIN Dominance is getting rejected near 60%, while Altcoin Open Interest has now overtaken Bitcoin for the first time since Dec 2024.

If BTC.D loses ~59%, the rotation could accelerate hard.
My macro roadmap points toward 39–42% BTC.D → potentially a MEGA ALTSEASON.

The smart money positions BEFORE the crowd starts screaming “ALTSEASON.”

#AltcoinSeason

[CZ 🔶 BNB @cz_binance]

Today, I attended in person the Kyrgyzstan National Crypto Council's 3rd Official meeting, chaired by President Sadyr Japarov @sadyrzhaparovkg

Topics include:
- crypto regulatory framework
- compliance, AML, anti-fraud
- stablecoins
- tokenization, with one concrete pilot project
- many other topics

From a concept mere a year ago, now there is a crypto regulatory framework, local banking channels for crypto exchanges, circulating stablecoin (KGST). Real progress!

https://t.co/BO2tRf5Y2g

[Binance @binance]

intern understood the assignment, fr

[DogeDesigner @cb_doge]

BREAKING: SpaceX gets approval for 444 acres near the Port of Brownsville, clearing the way for a major expansion.

The city also approved a major infrastructure agreement with SpaceX:

• Up to $220 million for regional water and wastewater projects
• An initial $40 million escrow contribution
• Six additional quarterly payments of $30 million each
• Projects capable of adding around 18 million gallons of water supply per day
• Funding for water reuse, wastewater reclamation and expansion of the Southmost Regional Water Authority plant

This is much bigger than a land deal. SpaceX is helping build critical infrastructure that could strengthen South Texas for generations.

[qokay.eth @qokayeth]

老实说，SOL最近生态发展挺猛的，这个预测不算离谱

[Sweep @0xSweep]

Solana will lead the Altseason this cycle

Mark my words

[Sweep @0xSweep]

Solana will lead the Altseason this cycle

Mark my words

[-Truth-🦍🪑 @Truth_Web3]

Gm

Bored Apes get massive love.

Mutant Apes get massive love.

Doggos need love too.

Happy doggo walking Sunday.

[Binance @binance]

Time for this week’s #Binance announcements.

Thread on all the latest 🧵

[Solana @solana]

Solana's first binding onchain governance vote closed, and the network got 25% faster.

From 300ms slots to fixed-rate credit to a tokenized 1997 manga debut, with Wall Street's largest retail brokerage clearing the path on the other side.

Here’s everything that shipped this week:

📰 Headline News

- @CharlesSchwab announced plans to add SOL to Schwab Crypto Direct

- @Bitwise's Solana Staking ETF surpassed $1B in AUM in 10 months

- @SolanaEvents revealed the first lineup of confirmed speakers for Breakpoint 2026 in London

- Solana validators passed the network Constitution and Double Disinflation, formalizing governance rules and reducing annual issuance

📰 Launches

- @kamino introduced Fixed Rates in private beta, bringing fixed-term, fixed-rate onchain borrowing and lending

- Marvell Technology ($MRVL) went live via @sunrise, issued by @Backpack Securities

- @solflare launched Solflare Perps powered by @PhoenixTrade

- @virtuals_io deployed AI agent tokenization on Solana

- @perena debuted BTC*, a yield-bearing Bitcoin token on Solana powered by Kestrel

- @NolusProtocol went live on Solana with asset-backed leverage, fixed rates, and no margin calls

- @traded_gg unveiled its unified exchange and digital binder for cross-vault collectible trading

- @phygitals tokenized the first manga in history, a graded 1997 magazine featuring Luffy's debut

- @reflectmoney opened pre-deposits for its first tranched credit market built on @maplefinance’s syrupUSDC

- @JupiterExchange added live 5-minute and 15-minute prediction markets for $SPCX

- @solscanofficial integrated network, staking, and DeFi metrics into Solana's data dashboard

- @PayBox integrated @kamino, enabling Claude and ChatGPT users to deploy USDC into yield strategies

- @rips_cards introduced the Private Gacha Machine powered by @Arcium and @Collector_Crypt

- @LaunchOnSF launched collectible-paired memecoins, debuting with solana:SV151D5pjygAKA8aJJcKzm4wFnRX5G92Fye94jQJk7g

- @ImperialPerps opened its collectible Gacha beta, with Perp Packs and borrowing against pulled cards

- @benchdotmarkets launched Hiring Markets to filter applicants using capital stakes and social proof

- @meleemarkets opened public beta for sub-minute permissionless prediction market creation

- @PlayKintara launched its play-to-earn MMO on the @solanamobile dApp Store

- @commonsmade kicked off a three-week hackathon with a $60K prize pool focused on AI waiting UX

- @solana_devs opened applications for the Solana University Ambassador Program

- @mtndao wrapped its month-long residency with 25 teams at Demo Day

- @cstldao opened doors for CastleDAO, a two-week founder residency in Ireland

- @SuperteamMY announced Startup Village Borneo, running September 5-9, 2026

📰 Milestones

- Solana RWA holders surpassed 350K

- @xStocksFi surpassed $500M in AUM across 700+ tokenized assets

- Cumulative Solana ETF inflows reached a record $1.22B, with a $60M single-day high in 2026

- Tokenized commodities supply on Solana crossed a record $50M

- Solana reduced its target slot time to 300ms, a 25% reduction in eight days

- Solana became the leading network by total x402 transaction volume

- @BlockRunAI settled 5.4M agentic payments on Solana over seven days via @PayAINetwork

- @jtx_trade reached a new all-time high daily volume exceeding $20M

- @Dominion_Market’s solana:SiLVFMgD3eD2rgK628NbTBq9MnuJF5FW2CRaVyTB35L on @sunrise logged $4M+ in 24-hour weekend volume

- @solanamobile wrapped Seeker Summer with 100M+ SKR earned and 300K+ badges across 16 apps

- Solana processed 1.32B non-vote transactions in a week, a new ATH

- Solana daily active addresses reached 5M

- Solana memecoins hit $5.2B in weekly spot volume, a 2026 high

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

Artwork by @hubie 🔥

[Lina 🌊🐳 @Lina_CryptoA]

Someone told me to buy this, $ANALYST

I didn't understand the reason why.😅

[Crypto Rover @cryptorover]

BOOM! 🚀 Bitcoin is trading above $64,000 this morning.

[Ash Crypto @AshCrypto]

Someone bought 80,000 Bitcoin in 2011 for $260,000 when BTC was trading at just $3.25.

He survived multiple crashes and held for nearly 14 years without touching a single coin.

Then in 2025 he sold it all for over $9 Billion, a 34,615x return.

[Binance @binance]

The way people access financial markets is changing.

Weekly stock trading volume on Binance surpassed US$1B for the first time in June.

The next era of finance isn't about choosing between asset classes - it's about bringing them together in one place.

[Ansem 🐂🀄️ @blknoiz06]

solana looks good