Whenever I lose faith in crypto I go to a place like @orca_so and look at people farming fees from a SPY500 liquidity pool they created We used to dream about stuff like this just a year ago You CAN create LPs with any asset from PreStocks, xStocks, Backpack Securities etc on @solana Its the type of thing that doesn't seem to matter until there's $100M of liquidity for tokenized assets.

why be bullish solana:So11111111111111111111111111111111111111112 (1) proposal to reduce inflation is coming (2) proposal for SOL burns that scale with network usage could make it deflationary (3) rwa sector growing exponentially (4) perp competition increasing, inevitably leading to better conditions for traders (5) market continues to misprice spot volume domination (6) robinhood chain proves that distribution is key, solana has it and it will be incredibly hard to displace it (7) by far the chain with the most retention and variety of apps with users

you guys are buying memecoins from a guy that disabled access to Robinhood to every retail investor and allowed citadel et friends to control their positions and turn an infinite loss into one of the biggest crimes ever committed in finance I'll pass hope you make money though

This is what I'm farming: > ONyC Loop, 19% APY, RWA Exposure. > USDe Loop, 19% APY, Stablecoin Farming. > USDG Earn, 7% APY. No Leverage, simple stablecoin yield. I like ONyC because it gives me exposure to yield that is not connected to crypto at all, while also farming their token airdrop. The other two are just stablecoin farming. Only thing to monitor is the PYUSD borrow rate staying lower than the USDe lend rate, otherwise APY goes negative. Doing all of this on @kamino for all my yield farming

Solana will once again be a kingmaker trade in 2027 2027 is the year where listing speed, liquidity and DeFi composability matter the most > @jtx_trade for Spot liquidity > @sunrise @xStocksFi for quick listings onchain of any asset > @kamino for supplying stock/tokens to get yield and/or borrow stablecoins to enable more liquidity The most bullish thing to me is that these are independent teams. They work on top of a decentralized blockchain. One could shutdown at any moment and the rest would pick up the pieces and continue the work. This makes $SOL much less risky and more appealing longterm as an investment. The key part is (1) pass the inflation proposals (2) support the teams building this vision

I don't think you guys understand how bullish it is that Solana leads spot volume We've been talking about Perp volume all year long but Spot volume is so incredibly hard to attract AND retain You can get better fills than on Binance, Coinbase and other CEXs for things like BTC ZEC and even HYPE. It took years of massive effort to become the leader and it will take years for any competitor to rival Solana's retention. For some reason, having distribution and a living ecosystem doesn't matter much nowadays.

We witnessed a rebirth of Solana this week $500M DeFi inflows driven by Ethena on Kamino and Jupiter It has now fully recovered from the TVL drop caused by the Drift Lots of discussion about @perps. At first glance most people will think nothing came out of it but I assure you there are many teams watching the hundreds/thousands of free feedback CT gave on how to improve their product and attract new users and capital. @googlecloud and the @SolanaFndn collaborated on an initiative allowing agents to discover, access, and pay-per-request for APIs from Google Cloud - using stablecoins on Solana. The Solana RWA ecosystem has been up only YTD and is at a new ATH. Yields are higher than regular crypto tokens and uncorrelated with crypto, making it more attractive to users. Solana has 98% market share in Tokenized Equities trading. Tokenized collectibles are taking off on Solana with Collector Crypt and Phygitals seeing $100M in volume in just the last 2 weeks. A lot more happened but these were the most relevant ones. Writing this post is giving me nostalgia of when I used to do these in '22 and '23 when SOL price action was dead for months on end and everyone thought none of this matters. But it does.

This is fucking insane $420 MILLION DOLLARS in just 24 hours In a SINGLE isolated market → Up to 21% APY on Multiply (Max Filled) → 27% APY on LPing USDe/USDG Solana DeFi is very much alive, congrats to Kamino on this crazy run up!

$847,000,000 dollars from STRC into Bitcoin in just 6 hours🤯 That's $2.35M per MINUTE...more than 10 THOUSAND BITCOIN purchased by Saylor just today It is unbelievable how we're not past $82K yet.

$100M in 1 day is actually insane Solana is also nearly at Stablecoin supply ATH, thanks to a $700M USDG mint There is a ton of demand from DeFi, and lots of cash on the sidelines waiting for the right opportunity We need more isolated markets like USDe/USDG, so that investors have no shared exposure to anyone else.