Live-streaming the future of Internet Capital Markets | Token launches, alpha drops & on-chain vibes. Powered by @solana_stream
Solana
- Tweets 568
- Following 363
- Followers 7,580
- Likes 1,599
Pinned Tweet
'Ownership Coin' is a term coined by @MetaDAOProject - a futarchy-powered launchpad. Its purpose is to align token value with protocol revenue and performance, creating stronger incentives for builders, investors, and holders.
15 ICOs launched on MetaDAO under those rules. In this bear season, 7 are still beating their launch price; some by triple digits.
breaking down every single one 🧵👇
9
6
33
4,503
Launch activity on Solana is concentrating again:
• 80% of memecoin volume is back on Solana
• @LaunchOnSF has paid out $80M+ in rewards and burned 18% of $STONK supply
• @MeteoraAG Cycle 2 distributed $700K+ in USDC
Launchpads competing on how much value they return to participants, not just on how fast they can list.
SOLANA WEEKLY MILESTONES
This week, @solana grew at every layer at once: capital, assets, talent, and infrastructure.
Here are the numbers worth tracking.
1/ Stablecoins & liquidity
▫️Stablecoin supply on Solana hits a new ATH of $17.3B
▫️ Stablecoin TVL up ~500% in 2 years; Ethereum's is down 14% from its peak.
▫️ $SOL reaches $120, its highest in 8 months, with a daily high of ~$122
2/ Tokenized equities & RWAs
▫️ Tokenized equity holders pass 1,000,000, up from ~425K at the start of September
▫️ Tokenized equity supply at ~$684M (+47% in 3 weeks)
▫️ Onchain RWA value at $4.6B, up from $1.5B at the start of the year and $4B+ in August
▫️ 3,000+ RWAs now listed on Solana
▫️ Solana's share of all tokenized-equity volume went from 3% to 45% this month
▫️ Single-day tokenized equity volume hits $200M, with ~63% traded outside US market hours
3/ Network activity
▫️ Daily active users hit an ATH of 8M+
▫️ 208M weekly trades on Solana vs 189M on NYSE. It's the first time a blockchain has out-traded NYSE in a week
▫️ Solana is back to 80% of memecoin volume; Robinhood chain holds 12%
▫️ Solana processes 76% of all @x402 transactions
4/ Ecosystem incentives
▫️ @LaunchOnSF has paid out $80M+ in rewards and burned 18% of $STONK supply
▫️ @MeteoraAG Cycle 2 distributed $700K+ in USDC
▫️ Frontier Traders Season 1: $1M+ in rewards plus a Porsche GT3 RS
5/ Infrastructure
▫️ Alpenglow, Solana's new consensus protocol, is live on testnet (@anza_xyz)
6/ Talent layer
@SolanaFndn named two senior hires. @RachelConlan (former Global CMO of Binance) joins as Chief Strategy Officer, and Jamal Raees @proofofjamal (ex-Polygon Labs) joins as General Manager of Payments.
Both roles focus on tokenized finance, payments, and enterprise partnerships.
@solana is building the foundation to become a finance rail.
2
2
180
Ownership coins on Solana
@thebyefun is bringing the 1st "houseless" crowd-owned gacha machine for tokenized TCGs to Solana and @solanamobile Seeker.
ICO opens 9:00 AM UTC Sep 25 on @sagapad_icm.
100% of $BYE ICO funds go directly into liquidity & high-value TCG inventory.
7.7% of the supply will be allocated to Season 0 participants (through pre-loading and referring).
Full breakdown 👇
2
2
386
4/ Allocation & Roadmap
> Team Allocation: 0% unlocked at launch. The team gets up to 67.5M $BYE, but it is strictly mintable based on price performance milestones.
> Where funds go: 100% of raised USDC is split: 20% seeded into DEX liquidity (paired with 20M $BYE, locked) and 80% vested over 4 months to purchase high-value graded TCGs for gacha pools.
Roadmap:
> Current: SagaPad ICO + Season 0 pre-loading
> Post-ICO: Full launch of rolling/Loading portals on Seeker & Web
> Expansion: Futarchy card purchase proposals + $BYE buyback & user rebate program
1
22
5/ TL;DR
> One of the earliest crowd-owned TCG gacha natively built on Solana Seeker, along with web version.
> 100% of ICO funds go directly into liquidity & high-value TCG inventory.
> 7.7% of the supply will be allocated to Season 0 participants (through pre-loading and referring).
> Team takes 0% at TGE; allocation is tied strictly to performance.
> Ticker: $BYE | Softcap: $40k | Hardcap: $200k.
21
Ownership Coins on Solana
Tokenizing real-world cash cows just hit a new milestone.
@DualMintRWA is officially raising on @stardotfun to back a fleet of physical arcade claw machines.
Ticker: $PLAY
Expected Yield: 12% – 15% APY
Raise Goal: $230,000 USDC
Here is the full breakdown of how it works 👇
1
1
114
4/ Post-raise: Yield & TGE
Once the raise closes and TGE occurs
> You can claim and trade your $PLAY tokens on @stardotfun
> $PLAY holders receive monthly cash-flow distributions generated by the claw machine fleet (projected 12–15% APY)
> Operating margins set the natural yield ceiling, tied to verified real-world machine revenue
1
21
5/ TL;DR
> Project: @DualMintRWA
> Launchpad: @stardotfun
> Asset: Fleet of 200 arcade claw machines
> Token: $PLAY (12-15% APY in monthly payouts)
> Target: $230K USDC
> Pre-commit date: Sept 22 (+20% allocation weight)
> Main sale date: Oct 4
24
What’s new on ICM?
Internet capital markets this week: a bee farm closed over target, a fossil got a borrow market, and you can pre-commit into an arcade fleet.
Here’s the rundown🧵:
> @stardotfun is running the @DualMintRWA raise targeting $230K, pre-commits open Sep 22 with 20% extra allocation weight; main round Oct 4.
> @getstonkoptions went live on Star rails: stock-paired tokens that pay verified employees in their employer’s tokenized stock.
> @sagapad_icm teased the next ICO. “Saved you a seat. Another one is starting to make some noise.”
> @hivebits_io closed its ICO on @futarddotio at $243K from 150 contributors, 173% of target. $NECTAR is live.
> @JurassicFi finished the Deaton sale. First tokenized fossil trades on Solana as $TRCH1, with a TRCH1/USDC market on @omnipair for borrow, LP, and looping.
> @ripcarsio launched the Hot Wheels gacha. 1,500+ vaulted cars. Starter packs sold out in the first few hours.
> @UmbraPrivacy, @omnipair, and @crediblefin each proposed moving part of treasury USDC into @solomon_labs USDv. Umbra also passed UMBRA-005: up to $250K USDC to buy UMBRA below NAV, tokens to the DAO.
> @loyal_hq hit $800K in active deposits on Loyal Earn.
> @lbolord joined @MetaDAOProject to work founders on fundraising and onboarding.
> @avici raised the daily ATM cap to $3,000. Signature cards: no ATM fee. Virtual cards work at NFC ATMs.
> New tokenized names this week: $AMD, $FLY, $WULF, $BB, $CYPH, $USO and $RUM listed on Solana via @sunrise/ @Backpack.
8
230
7/ @hivebits_io - HiveBits
> Hivebits brought honey on chain, and it is already a working honey brand. They say the hives have done $200K+ in sales and sell out every season. This raise scales that to a 300-hive commercial farm in Bosnia, with R&D in Fruška Gora.
> Every hive gets their own hardware (scale + sensor). The farm reports yield and health onchain.
Raise goal: $140K
Committed: $243K (1.7x)
FDV ~$181K
1
1
103
9/ @ordrtrade - Ordr
> Open market-making CLOB. Private accounts for makers, cheap repricing, ACE execution with Jito BAM so makers aren’t food for arb bots.
Raise goal: $150K
Committed: $9.3M (62x)
FDV ~$246K
> Already live on private mainnet alpha with a working matching engine.
> Post-ICO they’ve been audit-prepping: frontend rebuild, latency work, Qedgen + Crucible fuzzing.
> Public mainnet is the next gate, then Jupiter / Titan / DFlow.
1
107
10/ @LFOWNDOTFUN
> Memecoin launcher that pairs against MetaDAO ownership coins, not SOL.
> Meme volume is supposed to flow back into assets that actually have treasuries.
> Shipped v1 in under 24h on Meteora DBC, fees split creator / $LFOWN treasury.
Raise goal: $10K
Committed: $31.7K (3.2x)
Current FDV ~$1.0M
1
8
206
6/ @Basket_on_sol - Basket
> Multi-asset index tokens on Solana, @JustSparkIdeas hackathon winner.
Raise goal: $10K
Committed: $17.5K (1.8x)
Current FDV ~$25K
> Holders voted to move 25% of liquidity from the Futarchy AMM into Omnipair, so a basket isn’t a dead token in a wallet. You can borrow against it. Trading fees go back to the DAO.
1
1
78
5/ @JurassicFi - Jurassic Finance
> Tokenizing museum-grade fossils via SPVs, with $RAWR being the labs coin. Each specimen gets its own token.
Raise goal: $200K
Committed: $15.3M (76x)
Current FDV ~$610K
> They just finished raising $660k USDC for Deaton: a Triceratops prorsus skull (Hell Creek, all 3 original horns).
> Next layer on the roadmap: FOSSIL (liquidity) and BONE (borrow against the fossil)
1
1
124
4/ @gesimxyz - GeSIM
> No-KYC eSIM + built-in VPN + US virtual number.
> Live on Solana Seeker @solanamobile / dApp Store, they will deploy on iOS and Android next.
Raise goal: $28K
Committed: $200.5K (7.2x)
FDV ~$48K
> Traction they publish: 658+ provisioned users across 180+ countries, 240+ paying, zero paid ads. VPN and virtual number unlock if you hold $GSIM
1
1
91