Partner at @RockawayX | Previously data science and financial services
stuck in mempool
Based in Czech Republic
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Indeed we need to discuss the inflation and its the correct focus point for Solana.
I like the current proposal much more than SIMD-228. It's simple to communicate and requires literally one parameter to upgrade, with no protocol change needed. It will decrease inflation, which will pressure validators' economics, but that is the point.
Couple of things worth discussion:
- Why is the 30% disinflation correct adjustment in parameter. (i.e. why not 45% or 10%).
- Is the ramp up quick enough? The SIMD has a long ramp up and the real effect will be 2 years from the approval which might by end of 2028 (too little too late).
Previously have written on the topic here: rockawayx.com/insights/simd-…
we are going to reduce solana inflation
read the proposal if you want then get ready to vote yes
there will be no mercy this time
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Solana ETF volumes quite strong.
Based on the BTC and ETH ETFs looking for Fidelity to push harder in the competition.
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At this point there is 2 private companies with more ETH than ETH foundation. Soon there will be more.
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The fact that the memecoins are reviving is bullish on the Pump launch. (Fart is 5x up, SPX is 3x up). Pump fun related volumes not close to peak but still pretty dominant in trading volumes volumes.
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Reshoring is nice narrative but will take decades to have meaningful effect on the US economy.
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Winner-takes-all markets in crypto are emerging.
Liquidity is gravity.
Once it’s there, it stays there.
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PE multiples at the record levels. The entire financial market is designed for persistent inflation in the asset prices. When FED will flip the PE ratios will make another leg up.
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Global uncertainty is peaking, the dollar’s losing strength—Bitcoin’s looking like a solid hold.
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I tried the fuse in Cyberpunk 2077 edition and something like this which is not 100% spot on.
We have suddenly Euro as currency and there is also chain selection.
Lastly the Euro did not hold value against the Dollars. 🤣
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Bots conquered chess. Then Go.
Now they dominate the conversation—AI holds the highest mindshare in yapping.
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Seems that people still have appetite to test new tech.
Monad has ±7m transaction per day. Not bad for a start.
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Interesting stats. Making money on pump is a bit worse then coinflip.
The upside probability heavy skewed on the low wins.
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Whoever is first to lose a job to AI model can build a career out of it. Being first is worth something
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Market shifted a lot in past few days. We went from pricing in expectations to their full extent to waiting for actually delivery.
Doge on the gov site did not move the needle. Now executive order did not lead to optimism and polymarkets is telling.
Small steps to maturity.
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