✨Capital at @solanafndn Previously @Protagonistxyz @Felicis ICONIQ Capital @GoldmanSachs ⛷alpine skiing, 🗻hiking and 🥊boxing
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This week at @FutureProof_HQ — the world’s largest wealth advisor gathering — we co-hosted a dinner with @Grayscale to bring the @solana story directly to the people allocating client capital.
RIAs are emerging as one of the fastest-growing and most consistent holder bases for Solana ETFs/ETPs.
If advisors are going to allocate, they need to understand the asset — the fundamentals, the network, the use cases, and why Solana belongs in the mainstream conversation.
So we’re going where the allocators are. Getting in the room. Telling the story. Building conviction.
More to come. 🔥
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See you all in Singapore 🇸🇬!
Our biggest Capital Allocator focused event to date
J.P. Morgan. Grayscale. CME. Morgan Stanley. Franklin Templeton. DTCC.And more.
On October 6, Solana Capital Forum brings leaders across traditional finance, digital assets, and financial infrastructure together in Singapore.
Request an invitation 👇
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All the right pieces are in place for a bullish setup
The bear market was for rebuilding, reinventing, and reinvesting in the rails. Now the infrastructure is stronger, the capital and liquidity is coming back, and momentum is accelerating.
Excited to see what the next few quarters hold💪
Think $SOL is about to make a big comeback and is the most asymmetric major over the next 6 – 18 months.
Some notes.
1. After 10 months in a row of down only, most retail and funds have capitulated, leaving only committed holders
2. One of three index assets alongside BTC and ETH that both retail and institutions will reflexively bid once it’s clear we’re back
3. Highest concentration of revenue generating apps and some of the strongest network effects of any general purpose L1
4. Solana has the most credible path to scale of any L1 w/ slot times approaching 200ms by end of Sept
5. Upcoming SIMDs will strengthen SOL economics through increased fee burns and lower inflation. Estimate Solana REV could 2x – 4x in next year easy
6. Stablecoin volumes rivaling Ethereum, Tron, Base for top payments chain
7. Tokenized equity volumes are ramping with Solana as the leader across all L1s
8. Long tail markets like memecoins, TCG, and MetaDAO “ownership” (startups) coins are all accelerating
9. Social trading apps like Fomo and Pump are onboarding a big wave of new users with Solana as the largest beneficiary
There were many reasons to be critical about Solana over the past year, but the past is becoming past.
Fundamentals look great and the value capture story will only improve with each passing quarter.
Targeting much much higher.
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Jiani Chen retweeted
Solana has officially reduced its slot time for the first time since its inception
We're in a new era of 350ms
Next stop, 300ms
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The best technology always wins the same way: faster, cheaper, easier to use.
Humans figured this out a long time ago. AI will be no different.
“The world tends towards faster, cheaper, more convenient.”
@cosmo_jiang of @PanteraCapital says that’s why AI agents are choosing Solana’s rails.
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This is huge
Tradfi is becoming composable too!
A large bank just enabled clients borrowing up to 25% LTV on the Bitwise Solana Staking ETF $BSOL
Awesome to see the continued integration of crypto into the mainstream.
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Jiani Chen retweeted
SOLANA FOUNDERS
Do not miss the opportunity for a 12 week IRL accelerator in London and a 300k investment!
I know there are plenty of teams out there looking for this level of support, especially the recent competitors in the @colosseum hackathon!
Apply now!
If this is the thesis you're building against, we want to fund you
R[3]sidency × Construct with @fabric_vc @solana @SuperteamUK @coinbase
‣ $300K
‣ 12 weeks
‣ Demo days in London and NYC
Applications close Sep 15
Apply now → wintermute.com/construct
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Jiani Chen retweeted
There is a very clear path to 10x from here.
Backpack strengthened its lead in @solana tokenized equities during July.
@Backpack issued equities generated $1.06B of DEX volume, capturing 73% of the issuer market.
Even more interesting, Backpack volume was nearly unchanged from June while total issuer volume fell 58%.
Fungibility and a credible redemption path are becoming real market-structure advantages.
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LFG🔥💜
Starting today —
One of the largest wealth management firms in the world has made the Bitwise Solana Staking ETF $BSOL available to their advisors and clients.
Yet another sign Solana will be a key part of the mainstream chapter of crypto.
Delighted to see this space maturing.
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Jiani Chen retweeted
CEX dominance is fading
Solana now consistently does more weekly Spot trading volume than Coinbase, Bybit, OKX, and Kraken
While DEX trading is near ATH at >35% of all crypto volume
It's clear we're entering the era of onchain trading
And it's happening on Solana
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It turns out that memecoins weren’t a detour; they were @solana's production testnet.
The chaos forced the network to become exceptionally good at high-throughput, low-latency spot trading. New infrastructure needs a new market structure to prove itself.
Today, Solana powers 95–97% of all on-chain tokenized equity trading volume. The global equity market is $120T.
Tokenized equities on Solana are still just a rounding error—but they’re growing at one of the fastest adoption rates in crypto history.
What looked like speculation may have been the stress test for the next financial system.
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Jiani Chen retweeted
It's becoming clear
Tokenized equities, RWAs, memes, payments, agent infra, trading
Everything other chains are struggling to build
Is already thriving on one network
Solana
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