yamamoto

Building in Solana. Tracking on-chain data & crypto markets.

[yamamoto @yamamoto_jpeg]

The biggest https://t.co/k5gjsVul0H farm of the week made +5,614 SOL on 2,450 coins between 3 and 9 Nov, roughly $505k. It buys at creation and sells 99.8% of every position within seconds, first sale at the 3rd second; it never bought a coin back. 69% of its coins closed in profit.

[yamamoto @yamamoto_jpeg]

https://t.co/ii5cnKnF2j

[CoinDesk @CoinDesk]

What do you own when you buy a tokenized ExxonMobil share?

@Securitize just expanded to 25 tokenized U.S. stocks on Solana, and COO @SecuritizeBilly says it’s the same as buying through a broker, with lending, stablecoin dividends and voting built in.

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Securitize expanded to 25 tokenized U.S. stocks on Solana, including ExxonMobil. Billy, the COO, claims ownership is identical to broker purchases with added lending and stablecoin dividends.

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https://t.co/Bzou5Ey01N

[Wu Blockchain @WuBlockchain]

Michael Dempsey: Crypto VC Has Been Nearly Dead for Two Years as AI Draws Away Talent

Compound managing partner Michael Dempsey @mhdempsey said in an October 13 Empire interview that crypto venture capital has been nearly dead for two years. In 2021, tech entrepreneurs flocked to crypto; now AI attracts most of them.

He said crypto needs more talent and better token incentives, since tokenization can undermine long-term incentives. Meanwhile, some fully distributed tokens are beginning to show real value, allowing investors to assess fundamentals rather than narratives alone. In venture capital, few founders are pursuing new ideas beyond perpetual futures DEXs.

[yamamoto @yamamoto_jpeg]

Michael Dempsey said in an October 13 Empire interview that crypto venture capital has been nearly dead for two years as AI draws away talent. This shift leaves crypto funds with fewer founders pursuing ideas beyond perpetual futures DEXs.

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@ancelpe Farms relaunch 38% of the time after a win, so the farmers are the ones getting farmed first.

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On 7 Nov the most copied Pumpfun name, "float", was minted 365 times in one day. Farms relaunch a name after a profitable first coin 38% of the time, after a losing one 16%. A copy is a receipt that the original paid.

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@BaseRateAI 387 of 798 sharing names like ROCKSTAR 25x proves the curve is crowded.

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@elonmusk Imagine paying $1,500 for a flight just to get better Wi-Fi than at home .🫡

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@WatcherGuru Google knows what people are searching for. Amazon knows what people are actually buying. That's a pretty dangerous advantage in the AI race. 👀

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https://t.co/UnE6m9yRbY

[Bloomberg @business]

Nvidia’s tumultuous week ended with Jensen Huang’s resignation, creating uncertainty over the company’s long-term leadership as it faces fresh scrutiny from Washington  https://t.co/Lwzaqq8ItU

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Nvidia’s tumultuous week concluded with Jensen Huang’s resignation, creating uncertainty over long-term leadership as it faces fresh scrutiny from Washington. The immediate succession plan and its acceptance by current stakeholders are the specific details missing from the update.

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@ishowspeedsui Congratulations king of the stream

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WALL STREET IS COMING ON-CHAIN.

DTCC, the backbone of US securities markets, plans to bring tokenized securities to Solana in H2 2027.

Its depository subsidiary held $114 TRILLION in securities in 2025.

Let that sink in.

The real question isn't whether tokenization is coming.

It's which blockchain will capture the most value from it.

$SOL

Source: https://t.co/cUgrtxetxW

[yamamoto @yamamoto_jpeg]

Pumpfun, Nov 12: 41,790 new coins from 9,715 wallets. 6,489 wallets made exactly one coin, 52 made 100 or more, and the ten busiest made 8% of everything. Peak hour 20:00 UTC with 2,695 coins. In a sample of 879 coins that link to a tweet, 19% were minted within 1.5 seconds of that tweet.

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Bro has more loyalty than a $NVDA shareholder

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@WatcherGuru Bro invested in Jensen, not Nvidia 💀

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@Polymarket Does this market track all posts or only specific ones?

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@WatcherGuru New Nvidia CEO

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https://t.co/Bnbam60czy

[Kalshi @Kalshi]

JUST IN: Evercore downgrades Nvidia stock to In Line, citing they have "no clear successor"

[yamamoto @yamamoto_jpeg]

Evercore downgraded Nvidia stock to In Line, stating they see no clear successor. Nvidia's next quarterly revenue print will reveal if the lack of a successor actually hurt sales.