molu
@molusol
entrepreneur | perps & defi | lp maxi | currently building @luminaries
Joined February 2022
1.2K Following 17.3K Followers
$SOL
bull thesis (update):
> perps notional OI continues to rise towards ATH
> solana keeps getting faster (200ms) and remains cheap
> SOL defi is booming (MET, BP, JUP, RAY, ORCA)
> collectibles continue to dominate on SOL (CARDS, Beezie)
> $82M Samsung devices will have access to SOL USDC transfers by end of the month
trillions
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solana:So11111111111111111111111111111111111111112
the $66 to $600 thesis:
> 97% marketshare in spot equities
> more 1:1 backed stocks added every few days
> tcg + collectibles thriving and growing
> simd-550: ~2x disinflation (~$1.5b fewer emissions)
> simd-547: activity based burn via resource pricing
> perps platforms launching have much better infra to compete with hype
> RWAs distributed value more than $3B (1500%+ growth since january 2025)
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