@ripcarsio, a Hot Wheels pack gacha on @solana, went live around 16:30 UTC today. So far the $50 Collector pack is carrying the dollar volume. It has been opened 802 times for $40.1K, about two thirds of everything paid in. The $20 Garage tier sits at $13.7K, and the $5 Starter tier is the most-opened pack at 1,418 but adds up to $7.1K. Early spend is concentrated in a small group. One wallet has put in $19,920, about a third of the total, and the top five wallets make up 58%. The median buyer has spent $65, and 41 of the 119 wallets are at $20 or less.

@Backpack's next tokenized-stock listings are visible on-chain before they launch. Every stock it tokenizes starts as one instruction on one program, 4tDsauqt…, and the mint exists the same minute. That program has registered 1,143 tickers since May; 16 have ever been issued. The precedent is GoPro. Registered Sep 1 at 01:00 UTC, issued and pooled the same day, $21.3M and 268,000 swaps in its first week, more swaps than any other Backpack stock. Fourteen tickers have been registered since GoPro and none has supply: Bonk Inc., Astrotech, Palatin, Beyond Meat, 1-800-Flowers, Jack in the Box, Hertz, Krispy Kreme, Laser Photonics, Luminar, ZeroStack, a neocloud ETF, and both Robinhood Ventures funds. Everything with a listed market cap is under $1B, three are under $25M, and @RobinhoodApp's Chain tokenizes none of them.

Solana's new governance process went live today with "Double Disinflation". Validators representing 15% of active stake must signal support on-chain. So far 5.76% has signaled support — @Helius, @blueshift, and @temporal_xyz are the largest validators behind it.