솔라나는 지난 7월 현물 ETF가 출시된 이후 57% 하락했습니다(이는 ETF 시장에서 여러분이 보게 될 타이밍 중 가장 운이 좋지 않은 경우라고 할 수 있습니다).
그럼에도 불구하고, 솔라나는 15억 달러에 달하는 자금 유입을 축적했을 뿐만 아니라, 그 자금을 실제로 거의 잃지 않고 유지해 냈습니다.
게다가, 자산의 50%가 13F filers으로부터 유입되었는데, 이는 진지한 투자자 기반이 형성되었음을 의미합니다.
제 개인적인 의견으로는, 이 두 가지 모두 미래를 위한 정말 좋은 징조라고 생각합니다. 오늘 이에 대해 @JSeyff가 발표한 훌륭한 노트가 나왔습니다.
이 자금 유입에 대해 언급할 또 다른 점은, 솔라나와 비트코인의 시가총액 규모를 조정하여 비교해 본다면, 이는 540억 달러의 순 신규 자금 유입과 맞먹는 수준이라는 것입니다.
이는 비트코인이 같은 시점에 기록했던 수치의 약 두 배에 해당합니다. 심지어 비트코인은 당시에 가격이 엄청나게 상승했던 반면, 솔라나는 57%나 하락한 상태였습니다.
어쨌든, 기초 시장의 규모와 상황을 고려할 때 상당히 인상적인 수치입니다.
> 솔멘..🙏
Some real dry shit happened today.
Humidifi started 6 months ago from nothing, straight from the trenches of DeFi 1.0.
In those 6 months, for SOL-USD, we started quoting tighter and doing more volume than Binance. We did not kiss any ass or bend the knee to anyone. We started DeFi 2.0 with a vision of bringing liquidity to the people. The public sale today only brought liquidity to one sniper, fuck that guy. Humidifi will never turn its back on the trenches.
For the public sale, a bot farm sniped the entire supply instantly and weterans were not able to participate. I shed some real humid tears and crashed out.
Here is why this dry shit happened:
They set up thousands of wallets, each having 1000 USDC. For each wallet, there was an instruction created, that triggered the deposit of funds into the DTF smart contract.
This is like a button that says put 1000 USDC into DTF to buy WET.
Then a transaction was made that pressed 6 of these buttons at the same time.
Per bundle sent (a lot of bundles were sent), 4 transactions were executed. 4 transactions that triggered 6 instructions each, for a total of 24,000 USDC or ~350,000 WET for each bundle.
So what’s going to happen next in the WaterWorld?
We are creating a new token. All Wetlist and JUP staker buyers will receive a pro-rata airdrop. The sniper is not getting shit, fuck that guy.
We will do a new public sale on Monday.
The Temporal chads @cavemanloverboy and @joebuild have helped write a new DTF contract with weterans top of mind. It has been audited by @osec_io.
Let’s make @solana wet again.
More details soon.
Billions must get wet
What is DTF, why we built it and why we are getting WET
You have probably seen a lot about DTF and getting WET on the timeline recently. But what is DTF really?
DTF (Decentralized Token Formation) is our attempt to make on-chain capital formation fair and transparent, the way it ought to be.
The first launch is happening Dec 3rd with the chads at @humidifi as they launch $WET.
Here’s everything you need to know.
Transparency really matters.
That's why today we're releasing our new Transparency Page for Jupiter Lend.
View every audit, oracle integration, and multisig — all in one easily accessible place.
Watch below to learn everything you need to know 👇
BREAKING:
The first ICO on our DTF platform will be @humidifi
They're a prop AMM responsible for nearly 35% of ALL volume on Solana.
So let us know: Who's ready to get $WET?
Special MET TGE Community Call!
Wed, Oct 15th @ 1PM UTC.
Here’s what’s on this stacked agenda:
MET TGE site reveal
Airdrop checker update
Starting price range details
Open Q&A with the team
This will be one you don't want to miss.
Listen up manlets. It's time to lock in. This post is to notify you that 500 Trillion dollars in securities are are not asking to come on chain they are coming to Solana whether we like it or not. We need to prepare.
Class A common shares of nasdaq listed companies are already being issued on the Solana blockchain conveying the full rights.
The next step is trading these things. And that is coming soon, probably later this year.
It's time to stop the bickering and nitting on the timeline. That is unproductive 0 sum behavior. If Solana wins securities, everyone will win.
Increase rate limits, download more ram. Harden your apps and infrastructure for what is going to be an unprecedented tsunami of activity once the floodgates open.
If we land the right features and execute on this, Solana will suplant the global financial system.
Just a few more hard quarters.
Thank you for your attention to this matter.
Solana
There are so many opportunities right now in the Web3 space:
- Huma Finance S2
- Loopscale
- Backpack S3
- Titan exchange
- KAST Card
- Hylo S0
- RateX
- Meteora S2
Imagine not being Locked-TF in.
Jupiter's $JUP Stakers Will Receive Meteora Airdrop! 🪂
It’s now officially confirmed that @JupiterExchange’s JUP stakers will receive the upcoming $MET airdrop from @MeteoraAG.
The update hints this airdrop is going to be pretty juicy, bigger than the usual ones.
Allocation will depend on how many JUP tokens a user is staking, and it will also be time weighted. The longer you have been staking, the bigger your share will be.
More details are set to be revealed in the next Jupiter Planetary Call, which is scheduled for two weeks from now.
The Meteora airdrop is already shaping up to be one of the biggest on Solana, so JUP stakers have some solid rewards to look forward to.
No word yet on snapshot details or other specifics.
So, are you staking JUP?