It’s wild to me that Solana went from annoyingly consensus to this out of favor in just two years. Sure, the memecoin / MEV-heavy activity that formerly drove the chain has dissipated, but nearly everything else about the ecosystem has improved. Non-exhaustive list of things I’m excited about over the next 12 - 18 months for Solana: - Apenglow (sub-second finality and 100x improvements in some networking/performance dimensions) - ETFs and DATs now bringing institutional holdings above 5% of total supply, with institutional ownership growth accelerating faster than most other chains - RWA growth (~$2.5b now), including ~98% of all tokenized equity trading volume - .Pay.sh launch with Google for autonomous AI-agent payments - Stablecoin volume still >$2t even in a weak quarter for onchain risk, with Western Union launching stablecoin infrastructure onchain - New perp DEX approaches with Phoenix and Bulk that could help recapture momentum in a segment most have wrote-off for the chain - @JupiterExchange continuing to be an absolute beast, now expanding into prediction markets, advanced yield strategies, payments, and regulated tokenized equities with Jump & Securitize At ~$95, SOL still trades ~70% below ATHs despite the ecosystem outperforming on most metrics tied to performance and economic activity. Feels increasingly likely that last week was an early glimpse of the “fastest horse” narrative re-emerging, especially with ETF flows accelerating and cumulative inflows now past $1b..

Poof V2 is LIVE Type a prompt. Get a full onchain app on Solana. Not a frontend with a wallet button bolted on. Wallet auth, smart contracts, security scanning, backend, UI. All from your first prompt. Think Claude Code, but purpose-built for Solana 🧵👇

Long-tail assets (outside top 10) back to MCAP lows not seen since pre-DeFi Summer. Money rotating into rev-generating protocols; speculation premium compressing. Even with a stream of bullish news, it feels like we're deep in a bear. Flight to quality continues.

Friendly reminder to zoom out while markets bleed. In just ~2 years: • Public Companies: 200k → 1M BTC • Governments: 90k → 600k BTC • ETFs / funds: 700k → 1.5M BTC ~15% of all Bitcoin is now held by entities that think in decades, not days.

charts look fine to me

Dupe #1 free app on the app store & the holiday season is just beginning the DUPE token flywheel is starting to spin, buy-back & burn underway nice to see them outperform a company that has raised 10,527x as much $

Dupe team /@ghoshal is playing ♟️ The team's cumulative success in the consumer space is unmatched. Let's see what happens when they combine a masterful GTM playbook + an appreciating $DUPE token that boosts LTV and slashes CAC. DYOR

Today's Ponder release introduces a new indexing mode where each chain runs on a separate worker thread. The new design offers big benefits across indexing & query performance, and paves the way for better caching, reliability, and DX.