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raj 🖤
@rajgokal
@solana accelerationist. giga-techno-optimist. bad jokes are my own. rt's and likes are not endorsements. do your own research.
2.6K Following    2.3M Followers
if solana could talk this would be its first words
the winningest products will always emerge from the ultra-competititive bloodsport arena we call solana
co-sign
Akshay is one of the highest signal to noise ratio person in crypto (arguably not really crypto anymore now but still invested) He is one of the few reasons I put 80% of my portfolio in $SOL in summer 2023 And was telling me to look at $ZEC in early 2025 He is also the guy who coined “Internet Capital markets” at Solana He is now laying out how the future of tokenization is about to send a whole lot of smaller businesses in another dimension and why indexes probably underperform in the future Akshay as a tendency to be joining organizations (as an operator) and trends (as an investor) right before their inflection point: He’s done it with Uber as an early employee, what Atoms was before (years ago), Solana around 2021/22, Zcash in early 2025 and probably a lot of other trends I am not aware of nor dont understand Would pay attention when he says something I remember @kashdhanda saying in his list of how to make it to “invest in something when Akshay tells you to do so” There are a handful of people who can read (and build) the future better than almost everyone else and Akshay is definitely one of them
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Market doesn't give notice before it revolts against the debt. But so far this month, as debt crossed $40 trillion, the 30-year bond yield hit a 19-year high, gold rose 13%, silver +18%, GSCI commodity index +5%, BTC +19% and the dollar weakened. Markets are saying something. 1/3
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on the tokenization supercycle imagine discovering youtube in 2010 and thinking: great, american tv shows can now be distributed globally. you’d be right. but you’d miss the point. the real 1000x was that youtube created an entirely new class of global-native content that traditional tv could never compete with (ie., medium is the message) tokenization will do the same to capital markets it won’t just make american equities easier to buy. it will take high-quality, under-distributed companies around the world and violently reprice them. the subtler point is: distribution is valuation. distribution was always one of the great moats of US capital markets. and that monopoly has now met its final boss: internet-scale distribution of any stock in the world to anyone with a smartphone. imagine every public company on earth were listed on the NYSE, and every person on earth had robinhood installed do you think today’s relative valuations would survive? that is the multi-trillion dollar question
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BREAKING: Korea's Shinhan Asset Management is building a KRW tokenized fund on Solana, modeled on BlackRock's BUIDL The four-party MOU with Solana Foundation, @etherfuse and @orca_so targets a tokenized RWA market at $36B today, projected by BCG to reach as much as $30 trillion by 2030.
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narrative for solana needs to be that this is the apple for the next generation of builders & traders, pumpfun is POC that a biz can scale to billions in revenue in < 2 years time by creating a product that immediately gets access to any person globally w/ a wallet ai enables smart devs to build startups at a much faster pace now & they should be looking to build on solana
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We've been looking at agave profiles after yesterday's massive spike and for the first time ever, not a single thing went wrong. Not even a minor glitch. This despite the fact that we know 4.3 is already so much faster and less jittery than 4.2. We can already do 10k tps easily. There is one last known bottleneck in turbine we're working on, after which we can do 100k and I can retire.
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harder, better, faster, stronger no shortcuts, just endlessly improving performance
400ms → 350ms → 300ms → 250ms → 200ms Monitor the speed up live:
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Shocking amount of crypto people still think that Solana is just a memecoin casino, not knowing it actually crushes CEXes on spot execution across board Thats what happens when you 1. Don't trade 2. Do your research by reading CT
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solana in three cycles cycle 1: proved a non-evm L1 design actually works cycle 2: the memecoin supercycle. apps printing billions in revenue onchain cycle 3: real startups beyond the casino. perps, social trading, stablecoin super cycle tech always improving
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Solana has officially reduced its slot time for the first time since its inception We're in a new era of 350ms Next stop, 300ms
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David @friedberg on the hypocrisy of @RoKhanna: "This is some dude who has a $300M net worth. His children have memberships at 3 country clubs." "The dude lives in a $10M house in Washington, DC." "And he used to be the moderate Silicon Valley guy who would go around to all the tech CEOs and founders and VCs and be like, 'Give me your money. I'm a moderate. We're going to make the Democratic Party work for you.'" "Then he saw the tides change, and he's like, 'Oh, this is yum, yum. I'm going to run for president in 2028.'" "Just to be clear on this, he is so unlikable, I think he'll likely end up being Secretary of Housing and Urban Development if AOC is elected president." "I do not disagree with him or Gavin or anyone else that tax policy in America is fucked up." "When billionaires borrow against their unrealized capital gains, they should pay capital gains tax. Capital gains tax should be 40%, not 15% or 18% or 20%. In fact, labor should pay less. Income tax should be much lower. Capital gains should be much higher. That would be a fair tax policy." "I don't know a lot of people who are wealthy who will look me in the eye and truly disagree with that." "It's a lot of bullshit when we all say, 'It incentivizes investment.' Great, it incentivizes investment. What are you going to do with your excess capital if the tax rate is 40% versus 20%? You're not gonna invest it now? Of course you're going to fucking invest it." "But instead of those practical solutions like I just laid out, they're all like, 'Let's go fire up the fucking socialist train because it's worked so well in fucking Cuba and Venezuela and the Soviet Union and all these other places.'" "What both parties are missing is a policy agenda that says: Here's the shit we have to do to keep America from going down the socialist death spiral. And they all should be fucking doing it, both sides."
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back to the future 4 is gonna be a banger
A Parkinson’s patient says his debilitating tremor vanished within minutes thanks to a newly approved, non-invasive ultrasound treatment. For years, 72-year-old Air Force veteran Bud Leavell struggled with severe tremors that kept him from living life to its fullest. Then doctors at UT Southwestern used focused ultrasound waves to target precise areas deep in his brain... without opening his skull. At his latest follow-up, the tremor remained under control. His response when asked how he was doing? “What tremor?”
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Last night an infrastructure provider used by some Solana validators had a failure. You probably didn't notice, because the network didn't: blocks kept producing and transactions kept landing. The facts: - The Solana network remained operational - 597 of 699 staked validators kept voting, roughly 6 out of 7 - Affected validators recovered within 40 minutes - Validators in the Solana Foundation Delegation Program (SFDP) were unaffected Because Solana validators are distributed across independent infrastructure providers, the failure of a single provider did not interrupt the network. This is decentralization and infrastructure diversity working as intended, and a proof point for Solana’s resiliency though periods of stress.
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