Gaius, CEO of The Vault and founder of The Library, joins the show to discuss why long-term thinking beats trading in crypto. We dive into community validators, surviving the post-FTX downturn, why Solana's developer culture is its secret weapon, and the case for staking over speculation.

Plus: token economics that actually reward holders, the maturation of the Solana ecosystem, and why ignoring the noise might be your best strategy.

All the links: linktr.ee/solanaweekly

Connect with Gaius:

The Vault

The Library

Twitter

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Oh Me, founder of Kyzzen, joins Thomas to discuss his platform's evolution from NFT education to becoming Solana's premier opportunity aggregation platform. After three years of bootstrapping with zero funding and zero team turnover, Kyzzen is launching its first NFT collection: Kyzzen no Sekai, an AI-assisted anime art project offering holders exclusive access to advanced analytics tools.

Oh Me shares his unconventional framework that simplifies all crypto opportunities into just 6-7 categories, regardless of sector. He challenges the "generational wealth" narrative, instead focusing on financial freedom through sustainable income streams like DeFi yields, staking, and airdrops that work in any market condition.

Key topics include:

Why Kyzzen pivoted to focus solely on money-making opportunities

The hybrid art approach combining hand-drawn traits with AI generation

Advanced portfolio analytics and risk management tools for NFT holders

Investment philosophy: your biggest enemies are greed and carelessness

Running 140+ projects through Twitter Spaces in 34 weeks

The state of Solana's regulatory environment and future outlook

Oh Me brings a refreshingly honest perspective from his banking background, emphasizing research, risk management, and long-term thinking over speculation. A must-listen for anyone serious about building sustainable wealth in crypto.

More in depth show notes at solanaweekly.fun/episodes

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Solana Weekly with KRTV from Saga Monkes

This episode features host Thomas Bahamas interviewing KRTV, creator of the Saga Monkes NFT collection on Solana and advocate for both NFT's and Solana in general.

They explore NFTs' resurgence, Solana's ecosystem advantages, meme coins vs. NFTs, DePIN challenges, the Saga phone's history, and Saga Monkes' origin.

https://x.com/krtvdept

https://x.com/sagamonkes

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Episode OverviewIn this episode of Solana Weekly, host Thomas interviews Sid from Nirvana Finance to explore their innovative approach to creating a crypto-native store of value on the Solana blockchain.

The discussion dives into the challenges of value storage in crypto, the unique mechanics of the ANA token, and how Nirvana aims to provide stability and transparency in a volatile market.

Support the Show: Subscribe to Solana Weekly on your preferred platform, leave a review, and share the episode on LinkedIn or Twitter/X to amplify Thomas.

More in depth show notes at solanaweekly.fun/episodes

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Join host Thomas Bahamas on Solana Weekly for an awesome chat with Alex Svanevik, CEO of Nansen which is the gold standard in crypto analytics. They explore tokenized assets blending TradFi and crypto, market cycles and "chain wars," Solana's edge in RWAs, regulatory ironies pushing retail into meme coins, and Nansen's evolution from DeFi tools to AI agents for real-time on-chain insights.

Top 3 Takeaways:

Crypto's "sandbox era" of speculation is hardening infrastructure for real assets like tokenized stocks on Solana.

Regulations should enable positive-sum investments (e.g., equity in protocols) over zero-sum meme games.

Nansen democratizes analytics with labeled addresses, staking ($2B+ TVL), and upcoming AI for portfolio tracking and alpha discovery.

Listen for the full dive into the future of finance!

Links:

Nansen: https://nansen.ai

Alex on X: https://x.com/ASvaneviktwitter.com

Solana Weekly on X: https://x.com/solanaweeklypodtwitter.com

Episodes: https://solanaweekly.fun/episodes

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Marcin - Co-founder and GTM lead at Redstone, crypto veteran since 2017 with background in quantitative economics. Previously worked at Google Cloud before founding Redstone in 2020.

The Oracle Infrastructure Revolution

Redstone's Modular Architecture Redstone built a fundamentally different oracle system designed for scalability from day one. Unlike traditional models that were difficult to scale across networks and assets, Redstone uses a modular architecture with four modules—keeping three off-chain to minimize integration complexity. This design enables rapid deployment across new blockchains and virtual machines.

Multi-Chain Pioneer

First oracle on many non-EVM networks including TON (Telegram), Starknet, and Fuel VM
Strategic expansion philosophy: "Go where people want us, not where we force ourselves"
75% of company are engineers, maintaining 100% reliability with zero mispricing incidents

Why Solana, Why Now

Perfect Timing Convergence Redstone's Solana launch aligned with a critical market moment. Their partnership with Securitize to serve major tokenized funds (BlackRock BUIDL, VanEck, Apollo, etc.) coincided with Solana's emerging RWA momentum through protocols like Camino, Drift, and Jupiter.

Foundation Support Meeting Lily (Solana Foundation director) at Binance Blockchain Week in Dubai catalyzed the expansion, providing technical resources and ecosystem connections for smooth integration.

Real-World Assets Explained

Two Flagship Products

Tokenized Treasury Bills (T-Bills)
Low-risk, yield-bearing government securities
Principle should always appreciate (barring systemic USD issues)
Considered equivalent to cash in accounting (0-3 month bills)
Apollo's Diversified Credit Fund (Tokenized as ACRE)
Private credit outside traditional banking system
Example: Entrepreneur needs $10M for factory railway, banks reject due to complexity
Apollo intermediates: lenders provide capital at 8%, borrowers pay 12%, Apollo manages 4% spread
Involves real risk of default, but diversified across 100-1000 loans

Access Revolution

Traditional minimum: $5-10 million
Tokenized minimum: $50,000 (100x reduction in barrier to entry)
Global accessibility without complex traditional finance onboarding

The Technical Innovation: sACRE

Security vs. Utility Challenge ACRE is a security token, making it non-transferable and unsuitable for DeFi liquidations. Securitize created an elegant solution:

sACRE: Non-security wrapper around ACRE
Enables DeFi integration while maintaining regulatory compliance
Liquidators interact only with sACRE, never touching the underlying security
Vault system allows redemption back to USDC when needed

DeFi Use Cases and Looping Strategies

The Looping Mechanism

Deposit $1M worth of sACRE as collateral
Borrow $500K USDC (50% LTV for safety margin)
Buy more sACRE with borrowed USDC
Repeat process until hitting minimum investment thresholds
Amplify exposure while maintaining liquidation safety

Risk Considerations

Platform risk (Drift/Camino vulnerabilities)
Asset price risk (private credit can decline unlike T-Bills)
Liquidation risk if looped too aggressively
Need for proper risk management and position sizing

Institutional Adoption Pathway

Baby Steps Philosophy Unlike crypto's "10x or bust" mentality, institutions take measured approaches:

Current: Basic tokenization and custody
Next: Simple lending and structured products
Future: On-chain hedge funds and complex derivatives

Benefits Driving Adoption

Broader Access: Geographic and capital barriers removed
Secondary Liquidity: Instant swaps vs. 90-day redemption periods
DeFi Composability: Integration with lending, looping, structured products
Transparency: On-chain visibility vs. opaque traditional systems

Market Lessons and Risk Management

Learning from Terra/Anchor

Size caps prevent systemic overheating
Transparency requirements for risk assessment
Multiple audits and conservative approaches
Recognition that 20% yields were unsustainable

Current Systemic Risks

Staking derivatives pose the largest potential systemic risk
Liquid staking tokens widely used as collateral across DeFi
Any major exploit could cascade across ecosystem

Future Roadmap

Immediate Developments

Additional Solana-native stablecoin feeds
More yield-bearing asset integrations
Jupiter's "Drip/Plant" lending protocol (partnership with Ethereum's Fluid)

Long-term Vision

Yield-bearing stablecoins as mass adoption driver
4-6% yields as the "sweet spot" for user interest
Cross-chain collaborations and composability
Gradual expansion of on-chain institutional products

Builder Ecosystem

Testing available at app.redstone.finance (Push → Solana)
Open communication channels via Telegram/Discord
Custom data feed development for specific use cases

The Bigger Picture

Adoption Paradigm Shift Traditional crypto adoption focused on retail users buying NFTs and meme coins. RWA adoption brings institutional capital seeking familiar products with blockchain benefits—better access, liquidity, and composability.

Global Financial Rails Redstone's vision extends beyond individual assets to creating seamless global financial infrastructure. Current traditional systems are siloed by country/region, requiring inefficient bridges. Blockchain technology enables truly global, instantaneous settlement.

Competitive Collaboration The Jupiter-Fluid partnership exemplifies healthy ecosystem growth—established players collaborating rather than zero-sum competing, recognizing the early-stage nature of the overall market.

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Solana Weekly with Tboh - "The Greater Fools" Book Discussion

Guest Background

Tboh (Scott) is a professional author and screenwriter with 30 years of experience in Los Angeles. He previously had a successful true crime book that debuted at #1 on Amazon, appeared on major media outlets (Howard Stern, SNL, NBC), and became a Jeopardy answer. For the past 10-15 years, he's been ghostwriting for others, but decided to write about something he's passionate about: Solana.

The Book: "The Greater Fools"

Genre: Fantasy/adventure story that teaches crypto concepts through narrative
Target Audience: 300 million fantasy/sci-fi readers worldwide who want to learn about crypto
Length: 110,000 words (originally planned for 50,000)
Timeline: 1.5 years in development (originally planned for 8 months)
Educational Goal: By the end, readers understand wallets, exchanges, blockchain basics, Bitcoin, Solana, Ethereum, and how to avoid common scams

Funding and Community Support

Tebow took an unconventional approach by raising "seed funding" for a novel:

Initial Investors: Jordan and Barage (DTP founders), Monterey Rice (Pandas CEO), Nana Trades, EJ the Cray
Community Backing: Exalt DAO (sub-community of Pandas) provided treasury funds
Solana Foundation: Gave him a booth at Breakpoint Singapore 2023
Investment Philosophy: Investors said "if we see the money again, great, but we want to support what you're doing"

Solana NFT History Deep Dive

The conversation provides rich historical context about Solana's NFT evolution:

Degen Apes - The Catalyst

Impact: Brought Solana to worldwide attention, caused network congestion
Significance: First major hyped mint that attracted people from other blockchains
Art Quality: Described as "Pixar-level" 3D art
Community: Focused on IP development, entertainment company aspirations

Other Major Collections

Degenerate Trash Pandas: Where Tebow found his community, focused on supporting struggling artists
Famous Foxes: Early utility pioneers, built essential NFT tools
Solana Monkey Business: "LinkedIn of Solana" - networking hub for builders and successful individuals
Okay Geckos: Gossip Goblin's collection, known for strong community support
DeGods: Described as having a "frat boy" culture, controversial but loyal community

NFTs vs. Meme Coins Analysis

NFT Communities (Historical)

Structure: Discord-based, PFP-driven tribal identity
Characteristics: Country club model - pay entry fee, stay for community value
Innovation Hub: Where most Solana tooling and infrastructure was developed
Longevity: Built for long-term community engagement
Shared Trauma: Community bonds strengthened during the FTX collapse and bear market

Meme Coins (Current)

Structure: Telegram-based, focused on quick gains
Philosophy: "Come make money and feel free to dump on me"
Timeframe: Shorter-term oriented
Capital Formation: Can go from zero to billions quickly

Key Insights on Solana's Competitive Advantages

User Experience: Superior wallet experience, negligible transaction fees
Artist Accessibility: Low barriers to entry for creators
Community Accessibility: Direct access to founders and CEOs via DMs
Developer Tools: Rapid innovation in NFT infrastructure
Battle-Tested Community: Survived FTX collapse and bear market together

The Future of NFTs

Both hosts believe NFTs will return because:

Established Communities: Collections like Monkey DAO, SMBs, and Geckos built lasting value
Unique Utility: Access to exclusive groups, deal flow, and networking opportunities
Proven Models: Examples like Quacks providing tiered access to investment opportunities
Undervaluation: Current NFT prices don't reflect the community infrastructure built

Book Marketing Challenges and Strategies

Tebow faces unique challenges marketing a crypto book:

Timing Issue: Wrote during NFT winter when interest was low
Distribution Dilemma: Balancing Web3 native release vs. traditional publishing
Community Approval: Getting permission from all mentioned projects and collections
Innovative Distribution Ideas:
Serialized release on Drip House
NFT versions with different cover art
Compressed NFT distribution
Partnership with wallets for "stake-to-read" programs

Technical and Cultural Observations

Network Evolution: From network congestion during DGen Apes to current high performance
Gas Fee Psychology: Ethereum's high fees were bizarrely seen as status symbols
Community Loyalty: Many holders still maintain NFTs despite significant value drops
Innovation Through Adversity: Best tools and communities emerged during difficult times

Price Predictions and Bullishness

Thomas boldly predicts $1,000 Solana, noting that the community has become hesitant to express extreme bullishness despite strong fundamentals and ecosystem growth.

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Host Thomas sits down with Simon, founder of Solana ID, during Solana Accelerate in New York to discuss the future of digital identity on Solana. They explore how Solana ID is solving user acquisition challenges for dApps while giving users control over their digital reputation.

Guest

Simon - Founder of Solana ID

Hosts the "Sol Brothers" podcast

Key Topics Discussed

The Digital Identity Problem

The Core Issue: dApps don't know their users - "DeFi apps don't have users, they have strangers"

Users build reputation across multiple wallets with no way to aggregate their identity

Current marketing is inefficient - throwing money at random users who don't care about the product

How Solana ID Works

Unified Identity: Connects multiple wallets to create one comprehensive identity profile

SOLID Score: Aggregates on-chain behavior into meaningful scores and badges

Privacy-First Approach: Apps get behavioral data without knowing real identities

Win-Win-Win Model: Users get perks, apps get better targeting, protocol generates revenue

Privacy vs User Experience Balance

UX First Philosophy: Prioritizing ease of use over extreme privacy to drive adoption

Dual Approach: Offering both zero-knowledge proofs and traditional Web2 API integrations

ZK Implementation: Using ZK-TLS technology with ZK Pass for cryptographic verification of social media and other off-chain data

Solana Ecosystem Insights

Consumer Chain Evolution: Solana's focus on user experience over pure tech specifications

Network Effects: Why Ethereum remains dominant despite inferior tech, and how Solana is building similar network effects

Developer Experience: Rust vs Solidity - more complex but more robust development

Technical Challenges

Data Accessibility: Making Solana's complex on-chain data readable for apps

Real-time Querying: Providing instant access to wallet history and behavior patterns

Infrastructure: Building indexing and aggregation tools for the ecosystem

Token Strategy and Market Dynamics

SOLID Token: Launched in December, faced market challenges during altcoin decline

Dual Product Management: Balancing protocol development with token utility

Market Timing: Lessons learned from launching during market downturn

Upcoming Features and Announcements

ID Display Network: Partners will show perks directly on their platforms to Solana ID holders

Social Media Integration: Traditional API connections alongside ZK proofs

Single Sign-On: Potential "Sign in with Solana ID" functionality

Major Announcement: Something big coming with Solana Foundation during Accelerate week

Multi-Chain Future Discussion

Solana Focus: Staying laser-focused on one ecosystem for maximum impact

Potential Expansion: Future possibility of white-labeling or expanding to other chains

Market Dynamics: Why most chains haven't achieved the network effects needed for success

Regulatory Environment

Innovation Acceleration: How improved crypto regulations will benefit the ecosystem

Solana's Position: As a US-based company, well-positioned for regulatory clarity

Builder Ecosystem: Expecting more innovation as regulatory uncertainty decreases

Key Quotes

"DeFi apps don't have users, they have strangers"

"Privacy usually adds an element of complexity - if you don't give a big enough benefit, people will not use your application"

"Solana ID is a bet on Solana, and Solana is a bet on crypto"

"We're making wallets human readable basically"

Resources Mentioned

Solana ID App: app.solana.id

Weekly Community Calls: "SOLID Talks" - Saturdays 3:00 PM UTC

Jupiter: Leading example of consumer-focused Solana apps

Portfolio Trackers: Awaken Tax, Jupiter Portfolio, Asset Dash

Domain Services: SNS, All Domain

Technical Stack

Zero-Knowledge: ZK-TLS technology via ZK Pass partnership

Programming: Rust on Solana

Data Indexing: Custom infrastructure for real-time wallet analysis

Integration: API endpoints for dApp integration

Target Audience

Solana developers building consumer applications

DeFi users looking to leverage their on-chain reputation

Anyone interested in the intersection of privacy and user experience in Web3

Episode Takeaways

Identity is Infrastructure: Digital identity will be critical infrastructure for the next phase of crypto adoption

Balance is Key: Success requires balancing privacy ideals with practical user experience

Network Effects Matter: Technical superiority alone doesn't guarantee success - community and adoption are crucial

Regulatory Clarity Helps: Improved regulations will accelerate innovation and business building

Solana's Momentum: The ecosystem's focus on consumer experience is driving real adoption

Connect with Simon on X: https://x.com/simonmolitor

Follow the "Sol Brothers" podcast for more Solana ecosystem insights

Join SOLID Talks community calls for the latest Solana ID updates

Try Solana ID at app.solana.id

Host: ThomasProduction: Solana Weekly

More at solanaweekly.fun/episodes

Episode with Eno (cohost of SolBrothers)

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Gold has been money for 2,000 years but it’s never moved at 400 ms or earned 4 % APY. 🏎️

Usman, co-founder of Oro, sits down with Thomas Bahamas to unveil how Oro tokenizes fully-audited bullion on Solana, pays 3-4 % real yield through the century-old “gold-leasing” market, and lets you redeem down to one gram in Dubai, London, the U.S.even for an engagement ring. We break down the macro tailwinds pushing gold above $3 k/oz, why Solana desperately needs a non-USD store of value, and how you’ll soon LP, borrow, or save with the planet’s oldest asset… at DeFi speed.

Guest

Usman – CEO & Co-Founder, Oro

• Fifth-generation gold-market insider (family biz > 100 yrs)

• Building the world’s largest on-chain gold redemption network

• Twitter: @theusmansal

Key Takeaways

Macro Gold Boom – 40 % YoY rise, 5-10 % portfolio allocation coming back in vogue.

Tokenization Done Right – Monthly third-party vault audits, bankruptcy-remote trusts.

Real-World Yield – 3-4 % from institutional gold leasing, stacked on top of price gains.

One-Gram Redemption – Physical pickup or delivery in major gold hubs; jewelry optional.

DeFi Utility – LP pools, on-chain collateral, and “GOLD +” staked savings account.

Solana Edge – Sub-penny fees and 24/7 liquidity beat legacy ETFs and wrapped BTC.

Resources & Links

Join the Oro wait-list: orogold.app

Gold-Leasing Explainer (blog)

Pyth Network – On-chain gold price oracle

Mentioned protocols: Lulo, Carrot

Call to Action

Enjoyed the episode? Follow Solana Weekly, drop a ⭐⭐⭐⭐⭐ rating, and share with one friend who still thinks gold is “just a rock.” Got feedback or bags to shill?

X: @thomasbahamasfi; solanaweeklypod

Solana Weekly is for educational purposes only. Do your own research, stay hydrated, and keep stacking good decisions.

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1. Intro

Thomas welcomes listeners, positions episode as an “alpha drop” on gaming.
Introduces Jorge, a leading voice for Solana gaming and marketing strategist inside the Solana Foundation.

2. Why Web3 gaming is finally real

AAA & indie teams have been building since 2021 fund-raise phase; quality titles simply take 3-6 years.
Solana now hosts every genre: AAA (Star Atlas), mid-core (Aurory, Decimated), mobile (Honeyland).
Light at the end of the tunnel: playable builds, user-ready economies, not just white-papers.

3. Solana’s differentiation for games

Ultra-low fees let studios place gameplay-critical actions (fueling a ship, item craft, marketplace swap) directly on-chain.
Near-instant finality = seamless UX; devs can read on-chain user behavior to fine-tune economies.
Global payments and provably scarce assets remove grey-market risk (eBay skin scams, black-market key reselling).

4. The new Gaming on Solana initiative

Mission: aggregate content, surface hidden gems, spotlight devs & streamers.
Weekly Twitter Spaces (+ recorded pods) with founders & players.

5. Solana Game Pass alpha

Four-week mint window (Magic Eden) – open entry, no FOMO drop games.
Questing system that retro-rewards late minters so nobody misses out.
Prize pool funded by studios and infra partners (Solflare, Boom, Gamer, Beam, Play Solana, etc.).
Mirrors Xbox/PSN language to avoid NFT jargon and lower friction for mainstream gamers.

6. Tackling gamer skepticism

Early “play-to-earn Ponzinomics” poisoned the well; Solana message is fun first, ownership optional.
Blockchain benefits framed in gamer terms (true item ownership, fair markets, instant global payouts).

7. Compliance & tooling conversation

Jorge stresses need for legal teams & CFOs in Web3 startups.
Both speakers highlight emerging tax software (e.g., Wakeyn) to wrangle 50k+ on-chain TXs.
Regulatory clarity in US improving; Solana’s low-cost chain uniquely positioned for broad retail adoption.

8. Outlook & Events

“On-chain super-cycle”: transaction growth > price hype.
Content blitz planned for Accelerate NYC (May 22) – full camera crew capturing live demos, dev interviews.
Breakpoint Abu Dhabi (Dec) to showcase Game Pass results & 2025 road-map.

9. Parting wisdom

Jorge: “Shout-out to every builder who weathered the storm—your badge of honor is forged in steel.”
Thomas: encourages listeners to subscribe, leave reviews, and “shield your bags…work for them.”

Resources & Links

Mint the Solana Game Pass: (Magic Eden, 3 pm EST launch)
Gaming on Solana Twitter: @gamingonsolana (weekly Spaces, quest updates)
Featured studios: Star Atlas • Aurory • MIXMOB • Honeyland • Decimated • Ian Heroes
Tools mentioned: Solflare wallet • Beam payments • Wakeyn Tax • Meteora Launchpad

Call to Action

Subscribe & Review Solana Weekly on your favorite podcast app.
Mint a Game Pass and complete quests to support early Solana games.
Join the community: follow @gamingonsolana, hop into Tuesday Spaces, and meet Thomas & Jorge at Accelerate NYC.

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In this insightful follow-up interview, Omar from AgriDex returns to share the company's impressive progress since their last appearance. Omar details how AgriDex is revolutionizing global agricultural trade by providing instant, low-cost settlement through blockchain technology on Solana.

The conversation covers AgriDex's successful token launch, their expansion initiatives across Africa, and their innovative approach to tokenizing agricultural trades rather than physical crops. Omar explains how they're addressing the $18 billion trade finance gap in African agriculture while building a platform that abstracts blockchain complexity for traditional businesses.

Thomas and Omar discuss the formation of the Solana RWA Council, regulatory developments in the US and UK (including AgriDex's presentation to UK Parliament), and the contrast between speculative market movements and building lasting real-world utility.

This episode offers a fascinating look at how blockchain technology is solving genuine problems in global agriculture, providing financial tools to underserved farmers, and creating sustainable financial instruments beyond the hype cycles of crypto.

Highlights:

How AgriDex reduces cross-border settlement fees from 3-6% to less than 0.5% with instant transactions

The company's expansion through Africa, including partnerships with agricultural ministries

Their unique approach to tokenizing trades between parties rather than physical assets

Winning Stand With Crypto's competition for best UK use case and presenting to Parliament

Formation and vision of the Solana RWA Council for promoting real-world asset applications

Creating financial instruments that help farmers while providing stable yields for investors

Balancing token price performance with long-term business building

Website: agridex.com

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In this exciting episode of Solana Weekly, host Thomas Bahamas welcomes back Joshua from Solayer to discuss groundbreaking advancements in blockchain scalability through their latest innovation, InfiniSVM.

Episode Highlights:

📌 Introducing InfiniSVM – The First Hardware-Accelerated Blockchain

Joshua discusses the creation of a new blockchain category leveraging specialized hardware (similar to advances in AI).
InfiniSVM aims to dramatically enhance blockchain performance through Nvidia's Infiniband technology, optimizing networking and consensus at a hardware level.

📌 Reaching New Heights in TPS (Transactions per Second)

Internal testnets are achieving around 500,000 TPS, with ambitions to push towards 1 million TPS.
A theoretical test demonstrated 16 billion TPS under highly controlled, non-conflicting transaction conditions.

📌 Real-Time Blockchain Experiences

The goal is immediate transaction confirmation—no waiting, no uncertainty.
Use cases include high-frequency trading, DeFi, real-world assets, and consumer apps like streaming services or e-commerce platforms.

📌 Infinite Scalability via Specialized Hardware

Joshua explains the shift from software scaling limitations to hardware scalability, making it possible to expand network capabilities elastically.
Comparisons drawn with cloud computing infrastructure, envisioning seamless expansion as demand grows.

📌 User Experience: Seamless Integration

Potential SDK integrations for Solana apps, providing an "escape button" during high congestion.
Vision of blockchain use invisible to the user—transactions as seamless as traditional Web2 payments.

📌 Community and Ecosystem

Solayer seeks a community focused on genuine utility, product-driven innovation, and long-term value.
A vibrant, "degenerate-friendly" but fundamentally tech-oriented community is encouraged to experiment and build creatively.

📌 Potential Use Cases and Market Impact

Real-time consumer-facing applications (e-commerce, social platforms).
Financial services (payments cheaper than Venmo or PayPal).
Entertainment streaming (e.g., bringing platforms like Netflix or Spotify on-chain).

📌 Technical Insights and Hardware Specifics

Using technology adapted from the AI space (InfiniBand, RDMA, SDN).
Networking stack optimized for 100 gigabytes per second bandwidth, an unprecedented feat in blockchain tech.

📌 Future Plans and Timeline

Public Testnet expected around Q2, followed by mainnet shortly thereafter.
Continued commitment to staking and restaking on Solana, leveraging hardware innovations to improve yields.

📌 Addressing Concerns and Decentralization

Discusses validator structure: a main sequencer (megaliter) complemented by checker nodes, ensuring decentralization through statistical sampling and slashing mechanisms.
The network expands decentralization organically as transaction volume and revenue scale.

🔥 Notable Quotes:

"We're going for a hundred or even a thousand times improvement over current blockchains."
"Economics wins long-term—transactions must be faster, cheaper, and frictionless."
"What can you do when transactions are infinite? We don't even know yet—but it's exciting to find out."

🎯 Action Items & Call to Action:

Builders and integrators encouraged to reach out and explore InfiniSVM.
Listeners encouraged to stay tuned for public testnet releases and further announcements from Solayer.

🎙️ Host: Thomas Bahamas🎤 Guest: Joshua from Solayer📆 Podcast: Solana Weekly Episode #91

More at solanaweekly.io

Disclaimer: This is not financial advice. Always perform your own research.

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In this episode of Solana Weekly, host Thomas sits down with Gus Marquez from Parcl to explore how they're revolutionizing real estate investment on the Solana blockchain.

Episode Highlights:

Discover how Parcl creates synthetic exposure to real estate returns through data-driven indexes without tokenizing physical properties

Learn about Parcl Labs, which indexes every home in the U.S. and provides institutional-grade data

Explore the inefficiencies in traditional real estate markets and how Parcl addresses them

Understand the advantages: 18 basis points transaction costs vs. 2-5% for physical real estate and leverage up to 50x

Hear why Solana was the perfect blockchain for Parcl's vision

About the Guest:

Gus Marquez is part of the team at Parcl, working to make real estate investment more accessible and efficient by bringing it on-chain. Parcl allows users to long or short specific real estate markets with none of the maintenance headaches of physical ownership.

Key Moments:

The founders conceived Parcl during COVID while observing migration trends, inspired by the lack of tools to short real estate markets. After several iterations, the current V3 platform offers sophisticated risk management and daily price updates based on extensive data aggregation.

Whether you're saving for a home while tracking market returns, hedging property value for retirement, or seeking investment diversification without property management headaches, Parcl offers a compelling solution for both retail and institutional investors.

Visit parcl.co to learn more, and look for parcllabs.com launching soon with institutional-quality real estate reports.

This episode is for informational purposes only and does not constitute financial or investment advice.

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Podcast Show Notes: Solana Weekly with Aly from Blockchain Founders Fund

Host: Thomas BahamasGuest: Aly Madhavji, Managing Partner at Blockchain Founders FundDate: March 19, 2025Overview: In this episode of Solana Weekly, Thomas sits down with Aly Madhavji, a seasoned investor and managing partner at Blockchain Founders Fund, to explore the investment landscape of crypto, with a deep dive into Solana’s ecosystem. Aly shares insights from his eight years of experience, discussing market cycles, investment strategies, and emerging trends in Web3, including tooling, real-world assets (RWAs), fintech, and the intersection of AI and blockchain.

Key Discussion Points:

The Crypto Market Rollercoaster
Aly reflects on the volatility of crypto markets, referencing recent events like Trump’s announcements causing 25% surges followed by sharp declines.
“There are no days off in crypto,” Aly notes, highlighting the fast-paced nature of the industry.
Investment Philosophy: Founders First, Themes Second
Aly emphasizes investing in exceptional founders who bring world-class practices to crypto, even if their focus isn’t his top thematic priority.
Key investment themes:
Infrastructure: Early bets like Solana at 18 cents showcase the potential of Layer 1s, though Aly sees diminishing returns for new L1s. Innovations like Bearchain’s proof of liquidity still intrigue him.
Tooling: A critical gap in Web3, with inefficiencies plaguing developers. Companies like Uniblock (API aggregation) and Validation Cloud (node infrastructure) are solving real problems.
Real-World Assets (RWAs): From advising Polymath eight years ago to seeing BlackRock’s Larry Fink push tokenization, Aly sees RWAs gaining traction, with startups like Zoth (on-chain yields) and Asterism (RWA infra) leading the charge.
Fintech & Payments: This cycle features profitable companies, a shift from past bull runs. Stablecoin payments and remittances are ripe for growth, with examples like Mastercard settling a third of transactions on a private blockchain.
The State of Solana
Aly praises Solana’s rise, noting its speed and user base make it a focal point for builders. Every company now considers a “Solana strategy.”
The recent U.S. strategic reserve announcement including Solana underscores its growing prominence.
Challenges in Crypto Investing
Value Extraction vs. Value Creation: Aly critiques short-term “cash grab” token launches and meme coin hype, advocating for sustainable businesses that grow the pie for everyone.
The Death Spiral: Poorly executed token launches can tank even great companies, a phenomenon Aly calls the “death spiral.”
Retail Fairness: Aly pushes for retail investors to access deals at VC prices, citing platforms like Echo and CoinList as steps toward democratization.
VC Process Unveiled
Blockchain Founders Fund reviews 300–500 companies monthly, sourced from events, online submissions, and a network of 410 funds.
Quick filtering (deck reviews in minutes) narrows the pool, followed by calls and a rating system assessing traction, team, and value-for-money.
Aly’s tip for founders: Nail your pitch in 11 seconds, 30 seconds, and 90 seconds—anything longer risks losing interest.
Emerging Trends & Innovations
AI & Blockchain: Hype around AI agents is overstated, but legitimate projects like Virtuals show promise.
Decentralized Systems: Aly highlights Unit Network, which tokenizes business ownership with transparent treasuries, and DEAN, a decentralized insurance network—both vital for a hyper-decentralized future.
Meme Coins with Substance: Could real businesses disguise themselves as meme coins for fun and fundamentals? Aly sees potential in this hybrid model.
Long-Term Vision
Aly’s 10-year fund horizon reflects a belief in building enduring companies, not quick flips. He contrasts this with short-term token funds and founders vesting in a year.
“Great things take time,” Aly says, urging focus on consistent progress over flashy launches.
U.S. Crypto Renaissance
Dropped lawsuits and lighter regulations are revitalizing the U.S. crypto scene, keeping talent stateside and reversing the exodus seen in places like Canada (Ethereum’s origin).

Guest Contact:

Twitter/X: @Aly_Madhavji
Website: Blockchain Founders Fund
Aly welcomes startup pitches—submit via the website or reach out directly!

Closing Thoughts:

Thomas wraps up with gratitude to Aly for shedding light on crypto investing and a call to listeners to subscribe, review, and shill their bags. “This isn’t financial advice, but let’s accelerate and get this bag!”

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Dive into a dynamic conversation with Swervor, core contributor to WEN, exploring Solana's evolution from early NFT mania to meme coin ecosystems, the importance of community, and WEN’s unique journey from the largest community airdrop on Solana to becoming a global brand.

Key Discussion Points

NFTs & Solana’s Early Days
The 2021-2022 NFT craze on Solana (e.g., Okay Bears, SMB, Degen Apes) and its role in stress-testing the network.
Shared nostalgia for mint days, community bonding, and the cultural shift toward utility-driven NFTs.
How NFT communities laid the groundwork for Solana’s resilient, tight-knit ecosystem.
WEN: From Airdrop to Brand
The fairest airdrop in Solana history: 70% of WEN tokens distributed evenly to 1M+ wallets, including Saga phone holders, NFT communities, and Jupiter users.
Fractionalizing a poem (as an NFT) into a meme coin using Token-2022.
WEN’s pivot to building a mainstream IP: Merch, games, and partnerships targeting cat lovers globally.
Solana’s Community Edge
Why Solana’s community-first ethos outperforms competitors (Ethereum, Monad).
Shared trauma (FTX collapse, network outages) and how it strengthened loyalty.
Toly (Solana co-founder) and leadership’s hands-on involvement in fostering growth.
Future of Meme Coins & NFTs
Predictions: A return to quality projects post-Pump.Fun saturation.
Why WEN is positioned for longevity (treasury funding, real-world branding).

Notable Quotes

“Solana’s community is its superpower—you can’t fake years of shared trauma and trust.”
“WEN isn’t just a meme coin; it’s a love letter to Solana’s ethos of fairness and innovation.”

Actionable Takeaways

For builders: Prioritize fair distribution and community alignment (à la WEN’s airdrop).
For traders: Watch for projects blending memes with real-world utility (e.g., WEN’s merch/game partnerships).
For degens: Nostalgic NFT seasons might return—stay plugged into communities like Tensorians or SMB.

Follow on X:

@solanaweeklypod

@wenwencoin

@theswervor

Episode show notes and more at solanaweekly.fun

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Davide from Neon Protocol joins Thomas to discuss Neon’s latest mainnet release, repositioning as a Solana Network Extension, and how it simplifies EVM compatibility for Ethereum developers. Learn how Neon eliminates friction for users, enables Solana wallets like Phantom for EVM apps, and unlocks new opportunities for DeFi, AI, and meme coin projects.

Key Topics Discussed:

Neon’s Repositioning as a Solana Network Extension

Transition from being perceived as an L2 to a native Solana extension.

Unified user experience: Solana wallets (e.g., Phantom) now interact directly with EVM apps on Neon.

Technical Upgrades & User Benefits

Solana Signature SDK: Allows Ethereum developers to deploy protocols on Solana with minimal front-end changes.

No asset bridging required; gas fees paid in SOL.

EIP-1559-style fee structure for predictable transaction costs.

Ethereum Developer Adoption

Neon enables Ethereum protocols to tap into Solana’s user base without rewriting code in Rust.

Focus on bringing battle-tested DeFi primitives (lending, DEXs) and meme/AI projects to Solana.

Composability & Future Roadmap

Composability V1: Already integrates with Solana DEXs (e.g., Orca, Raydium) for liquidity.

Composability V2: Upcoming support for atomic transactions, flash loans, and cross-protocol liquidations.

Market Opportunities

Solana’s growing dominance in user activity, volume, and developer interest.

Neon’s role in attracting EVM chains (e.g., Base) and upcoming L1s (Monad, Berachain) to Solana.

Key Takeaways:

For Users: Access EVM apps on Solana without MetaMask or bridging.

For Developers: Deploy Ethereum-tested protocols on Solana in days, not months.

For Solana: Reduced fragmentation and expanded use cases via EVM compatibility.

Relevant Links:

Neon Protocol: neon-labs.org

Solana Weekly: Website | Twitter

Follow the Show:

Subscribe on Apple Podcasts, Spotify, or your favorite platform.

Leave a review to support the podcast!

Disclaimer: This episode is for informational purposes only and does not constitute financial advice.

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In this episode, we dive deep into the future of cities with Magellan from Maps.fun, a groundbreaking platform that's revolutionizing how communities interact with and improve their cities through blockchain technology.

Maps.fun serves as a launchpad for cities to launch their own tokens and build self-governing communities. The platform helps bridge the gap between online communities and real-world impact, with features like geographically restricted token sales ensuring local community involvement.

Key topics covered:

• How Maps.fun evolved from earlier projects like CityDAO and CityCoins

• The mechanics of city token launches and community governance

• Why smaller cities might be the perfect testing ground for this technology

• The vision for transitioning from "cloud communities" to real-world impact

• How city tokens could revolutionize municipal funding and community organization

Since launching three weeks ago, Maps.fun has already onboarded two major cities (New York and San Francisco) and received interest from 50+ communities worldwide. Their goal? 50 active city DAOs within six months, with half becoming physical communities within a year.

Whether you're interested in blockchain technology, urban development, or community organization, this conversation offers fascinating insights into how web3 could reshape our cities and communities.

Follow Maps.fun:

X: X.com/mapsdotfun

x.com/solanaweeklypod

None of this is financial advice, but we hope it's all alpha. 🚀

More info at solanaweekly.fun/episodes

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Join us for an insightful conversation with Luca from Ambient, who shares how they're building the world's largest decentralized environmental monitoring network on Solana. Learn about their groundbreaking approach to air quality monitoring, combining blockchain technology with real-world sensors to create a more transparent and rewarding ecosystem.

In this episode, we explore:

• How Ambient manages 8,000+ sensors worldwide

• Their innovative reward system for sensor operators

• Partnerships with major brands like KFC and Best Western

• The upcoming launch of their $190 outdoor sensor

• Their expansion into the Indian market

• The future of environmental data collection

Discover how Ambient is transforming environmental monitoring by incentivizing community participation while providing crucial data for urban planning, property valuation, and public health initiatives.

Guest: Luca from Ambient

Host: Thomas

Website: ambient.network

Twitter: x.com/ambientnetwork

Don't forget to subscribe for weekly updates on the latest developments in the Solana ecosystem!

Note: This content is for informational purposes only and should not be considered financial advice.

Show notes: solanaweekly.fun/episodes

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In this episode of Solana Weekly, host Thomas welcomes Anas, co-founder of FlashTrade—a high-leverage decentralized exchange on Solana. They explore how FlashTrade’s “pool-to-peer” model lets users trade up to 100x leverage or act as liquidity providers. Hear how new meme coins, tokenized real-world assets (like stocks and metals), and FlashTrade’s innovative NFTs (called “Beasts”) shape the future of on-chain trading.

What You’ll Learn

• FlashTrade 101: How a pool-to-peer DEX model ensures slip-free trades and offers up to 100x leverage.

• DeFi Meets Meme Coins: Managing high-volatility tokens (like Trump) and listing assets quickly.

• Real-World Assets on Solana: Why tokenized stocks, commodities, and currencies are the next big frontier.

• NFT Utilities: How FlashTrade’s Beasts evolve, reward participation, and tie into an upcoming token launch.

• User Experience & Onboarding: How email-based wallets and a 3-click process simplify DeFi for everyone.

Key Moments

• [00:02:13] Introduction to Anas and FlashTrade’s core mission

• [00:05:25] Overview of pool-to-peer liquidity and market making

• [00:09:45] Handling meme coin mania & network congestion

• [00:14:30] Tokenizing traditional stocks, gold, and forex pairs

• [00:19:10] Building on Solana vs. other chains: speed, cost, and UX

• [00:22:45] Deep dive into FLP tokens and the role of liquidity providers

• [00:26:30] The Beasts NFT collection—evolution, perks, and protocol revenue sharing

• [00:31:40] Future of FlashTrade: Spot trading, scaling announcements, and more

Connect with FlashTrade

• Website: flash.trade

• Twitter: x.com/flashtrade

Follow Solana Weekly

• Subscribe: Apple Podcasts, Spotify, or your favorite podcast app

• Twitter: x.com/solanaweeklypod

more notes: solanaweekly.fun/episodes

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In this explosive episode, we dive deep into two transformative developments in crypto: the unprecedented launch of Trump's presidential memecoin and the innovative tokenization of Colombian coffee trade. Our guest ApeDude breaks down how Trump's $70B token launch just days before inauguration has fundamentally changed crypto's legitimacy and explores what this means for the future of political fundraising, government adoption, and mainstream acceptance.

We then explore Real World Arabica's mission to revolutionize the $5B Colombian coffee industry through blockchain technology, making premium coffee more accessible while improving conditions for farmers.

Key Topics:

The implications of the first presidential memecoin

How Trump's token changes crypto's legitimacy forever

The future of political fundraising through tokenization

Bringing Colombian specialty coffee to the blockchain

Creating crypto-friendly farmer associations

The next generation of crypto-native commerce

Whether you're a crypto enthusiast, political observer, or coffee lover, this episode offers unique insights into how blockchain technology is reshaping both politics and traditional commerce.

Guest: Ape Dude (@rwarabica) Host: Thomas Bahamas (@thomasbahamasfi)

Note: This episode contains several discussions about cryptocurrency and politics. Nothing in this episode constitutes financial advice.

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Maurice from Lulo joins us to discuss how their protocol is revolutionizing crypto savings and personal finance with stablecoins. We dive deep into how Lulo achieves consistent double-digit yields through smart routing across DeFi protocols, while maintaining security and transparency.

Learn about:

How Lulo works and achieves higher yields than traditional banks

The importance of saving in crypto and building sustainable wealth

Security measures and risk management in DeFi lending

The future of crypto savings and upcoming Lulo developments

Whether you're new to crypto or a seasoned veteran, this episode offers valuable insights into building a better financial future through DeFi. From discussing the protocol's impressive growth to its mission of making crypto savings accessible to everyone, Maurice shares Lulo's vision for the future of personal finance.

Guest: Maurice (@Mauricedotxyz)

Host: Thomas Bahamas (@thomasbahamasfi)

Platform: lulo.fi

More info at https://solanaweekly.io/2025/01/09/lulo/

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🎉 Special Episode: Moonwalk App Launch & Demo

In this episode, we're joined by Caitlin from the Moonwalk team for an exclusive first look at their revolutionary fitness app that's bringing healthy habits to Solana. Watch the full demo on YouTube or Drip!

What You'll Learn:

• Complete walkthrough of the new Moonwalk iOS app

• How to earn rewards for staying active

• Details on the upcoming Android release

• Community features and social elements

• Future development roadmap

Key App Features:

• Daily step tracking with visual progress

• Official and community-created contests

• Support for SOL, USDC, and BONK

• Achievement system and global leaderboards

• Friend connections and social features

• Customizable profiles and statistics

Ready to start your fitness journey?

Download now: moonwalk.fit

Join the community:

• Twitter: x.com/moonwalkfitness

Watch the video demo:

• https://solanaweekly.io/2025/01/10/moonwalkapp/

• Drip: drip.haus/solanaweekly

Timestamps:

(00:00) - Episode Intro

(00:45) - What is Moonwalk?

(03:15) - App Features Demo

(09:30) - Wallet Integration

(11:15) - Future Plans

(14:30) - Wrap-up

Special thanks to Caitlin and the Moonwalk team for joining us on this episode!

Want to start your 2025 fitness journey? Download Moonwalk today and join our community of walkers!

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Join Thomas and Caitlin from Moonwalk as they break down how this innovative platform is helping users build lasting healthy habits by putting their money where their health is.

From daily step goals to high-stakes competitions, learn how financial incentives can transform your fitness journey and you can finally forget about New Years Resolutions that don't stick.

Get practical insights on:

How Moonwalk's incentive system drives behavior change
Why small daily actions lead to massive health benefits
How users are doubling their daily step counts
The power of community accountability
Future features coming to iOS and Android

Guest Caitlin (@deadcaitbounce) shares insider stories from Moonwalk's growing community of thousands of users, including life-changing transformations and how users put up anywhere from a few dollars to 100 SOL are achieving their health goals. Perfect for anyone looking to build sustainable healthy habits through innovative accountability systems.

I've personally doubled my daily step count since using Moonwalk and love seeing how the platform continues to evolve. I hope you enjoy this conversation as much as I did!

Show links:

@moonwalkfitness

@solanaweeklypod

solanaweekly.io/episodes

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Join Thomas and tax expert Matt from Crypto Tax Made Easy as they break down everything you need to know about crypto taxes. From DeFi transactions to NFT tax implications, learn how to stay compliant while optimizing your crypto tax strategy.

Get practical insights on:

Why most tax software gets it wrong
Best practices for transaction tracking
Smart tax loss harvesting strategies
How to handle NFTs and CNFTs
Future of crypto taxation and AI

Guest Matt (@CryptoTaxSucks) shares insider tips from helping 500+ crypto traders navigate their taxes, including common pitfalls to avoid and how to prepare for increased IRS scrutiny.

Perfect for crypto traders and investors looking to understand their tax obligations and optimize their strategy.

I learned a ton from Matt and really enjoyed chatting with him.

I hope that you do as well!

Show links:

cryptotaxmadeeasy.com

solanaweekly.io/episodes

Not financial advice. Always DYOR.

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Tristan (@Tristan0x) is the founder of Zeta and chief architect of Bullet, a Layer 2 solution on Solana. In this conversation, we dive deep into how they're pushing the boundaries of on-chain trading by building infrastructure that achieves 5ms latency while maintaining decentralization and transparency.

More detailed show notes and more at solanaweekly.io

Conversation Points:

Origin story of Zeta

Why build an L2 on Solana

How Bullet achieves 5ms trading

Future of decentralized trading

ZK proofs and transparency

Meme coin trading infrastructure

Innovation in market making

User experience improvements

Social Media:

Twitter: @Tristan0x, @bulletxyz_,@zetamarkets

Timestamps:

[00:00] - Introduction

[05:45] - Solana's State Weighted QoS

[18:28] - The Innovation of ZetaX

[25:32] - Building on Solana

[30:21] - Future Development

[40:18] - Closing Thoughts

Key Quotes: "We don't want another FTX. We want to build an autonomous system that people can trade that they can experience free markets on."

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Join us for a deep dive with Josh from Solayer Labs as we explore how they're revolutionizing Solana's infrastructure through restaking. From their innovative approach to transaction throughput to their groundbreaking T-bill backed stablecoin (sUSD), discover how Solayer is creating new opportunities for both protocols and users.

Learn how Solayer's unique take on restaking differs from Ethereum's EigenLayer, offering higher yields through multiple staking layers while solving real infrastructure challenges on Solana. Josh breaks down complex concepts like stake-weighted QoS and explains how they're helping dApps secure reliable transaction throughput without running their own infrastructure.

Key topics:

Evolution of staking on Solana

How restaking improves capital efficiency

The innovation behind sUSD stablecoin

Future of L2s and rollups on Solana

Partnerships with Sonic, Bonk, and other protocols

Whether you're a developer looking to improve your dApp's performance or an investor interested in new yield opportunities, this episode offers valuable insights into the future of Solana's infrastructure.

Find Solayer at solayer.org or @SolayerLabs on Twitter.

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Episode Overview

Join Thomas as he sits down with Ryder Havdale, CEO/Founder of HIO Music, to discuss how they're transforming music streaming on Solana with a platform that prioritizes artist compensation and community engagement.

Key Topics & Timestamps

Ryder's Journey & HIO's Origins [00:01:50]

From web developer to musician with Broken Social Scene
Personal experience with streaming payouts
Identifying transparency issues in current streaming models

The HIO Difference [00:03:40]

100% of subscription revenue goes to creators
Current catalog of 6M+ songs, expanding to 100M
Direct artist uploads and minting on Solana
Comparison to traditional streaming platforms' payment models

Platform Features [00:05:15]

In-app merch sales capabilities
User-generated content integration
Community engagement rewards
Upcoming social feed and artist-fan interaction features

Solana Integration [00:09:30]

Why they chose Solana over other blockchains
Integration with Solana Mobile/Saga
Benefits of blockchain technology without complexity
Making Web3 accessible to mainstream users

Upcoming Features [00:31:20]

Pre-release capabilities
Ticketing integration
Live show recordings
Direct artist-fan messaging
Playlist import functionality

Token Launch & Community [00:34:00]

HIO token utility and rewards
Community engagement incentives
Airdrop plans for early users
Platform growth strategy

Notable Quotes

"Our mission is to get a billion creators paid. It's not about onboarding a billion people to Web3, it's about actually getting creators paid." - Ryder Havdale

Team Highlights

Recent addition of Arabian Prince (NWA founding member) as Chief Innovation Officer
Collaboration with George Brown University on music discovery AI
Partnership with Merge Records

Where to Find HIO Music

Website: hiomusic.com
Twitter/X: @hiomusic
Instagram: @hiomusicforever
Available on Apple App Store, Google Play, and Solana Saga

Looking Forward

Token launch coming within next few weeks
Major platform updates incoming
Expanding catalog and feature set
Focus on building creator-fan relationships

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🎙️ Solana Weekly #93 - Watching Whales and Portfolios Go Up With Matias From AssetDash

In this action-packed episode, we dive deep with Matias from AssetDash to explore how they're revolutionizing crypto portfolio tracking and trading. Learn about their groundbreaking Whale Watch feature that's helping traders spot the next big memecoin moves by tracking real whale activity - not bots or fake signals.

Key Discussion Points:

How AssetDash filters real whale activity from noise

$1 maximum trading fees vs industry standard 1%

Why multi-chain portfolio tracking matters

The future of memecoins through 2025

Predictions for Solana ETF approval

The evolution from NFTs to memecoins

Notable Highlights:

Inside look at whale tracking algorithms

Real examples of successful whale tracking trades

How AssetDash found an 80k forgotten portfolio

Why Solana is becoming the home for retail traders

The impact of changing US crypto regulations

Perfect for traders wanting to level up their game, crypto enthusiasts tracking multiple chains, or anyone interested in following smart money movements in real-time.

Guest: Matias from AssetDash Twitter: @AssetDash Website: assetdash.com

Not financial advice. Always DYOR.

More at Solanaweekly.io

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🎙️ IBRL On Solana With Chris from TitanDex

In this episode, we dive deep into how TitanDex is building the next generation of DEX aggregation on Solana. Chris shares insights from his team's decade of experience in low-latency trading systems and how they're applying that to crypto.

Key Topics:

How TitanDex achieves 81% win rate over existing DEX aggregators

Why Solana sees 80% of trades through aggregators vs ETH's 20%

The team's approach to MEV protection and sandwich attack prevention

Current state of Solana DEX volume ($40B monthly)

Launch timeline and roadmap for 2025

🔍 Notable Discussion Points:

Mathematical optimization vs traditional pathfinding

Meta-aggregation approach with existing platforms

Private beta details and January public launch plans

Future features including portfolio swaps and limit orders

Current market dynamics and meme coin trading impact

💡 Resources:

TitanDex Website: titanindex.io

Connect with Chris:

X: https://x.com/realRockyChung

Connect with Thomas:

x.com/solanaweeklypod

Subscribe to Solana Weekly

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🌾 Revolutionizing Global Agriculture On Solana

Join Thomas as he sits down with Omar Anwar from AgriDex to explore how blockchain technology is transforming international agriculture. Discover how farmers in emerging markets are saving millions through innovative solutions that cut transaction costs by more than half and reduce settlement times from 65 to 40 days.

In this eye-opening episode, learn how:

Nigerian cocoa farmers are reducing international trade costs from 12.4% to 5.8%

Traditional finance giants like Stripe are betting big on agricultural blockchain solutions

The next generation of farmers is embracing digital transformation

Emerging markets are leading crypto adoption with over 70% participation in some regions

Smart contracts and digital settlements are revolutionizing international trade

Whether you're interested in agricultural innovation, blockchain technology, or the future of global trade, this conversation reveals how real-world applications of Web3 are creating meaningful change in one of the world's oldest industries.

Episode Highlights:

⏰ 00:00 - Introduction & Agricultural Challenges

🌐 15:30 - How AgriDex Works

💡 30:45 - Future of Agricultural Trade

🚀 45:00 - Upcoming Developments

x.com/solanaweeklypod

x.com/agridexplatform

x.com/agridexomar

solanaweekly.io for more!

SolanaWeekly #Agriculture #Blockchain #Innovation #GlobalTrade

Please subscribe, rate, review.

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Episode Overview: B Tuck provides A deep dive into how Golf'n is bringing Web3 technology to the golf world, combining NFTs, community engagement, and real-world utility through their upcoming mobile app.

00:00 Introduction to Solana Weekly

02:54 NFTs and Community Dynamics

07:26 BTuck's Journey: From NBC to Solana

11:51 The Future of Golf'n App

19:26 Golf'n Features and Community Engagement

21:19 NFTs and Collectible Card Game Component

39:44 Trading and Golf: Mental Game Parallels

43:03 Embracing the Fun in Golf

46:01 Balancing Golf and Family Life

51:02 Building a Sustainable Web3 Golf App

55:48 Golf to Earn: How It Works

58:38 Monetizing the Golf'n App

01:05:40 Dream Golf Courses and Travel

01:10:17 The Role of DAOs in Golf

01:14:59 Advice for New Crypto Enthusiasts

01:20:49 Conclusion and Final Thoughts

Please subscribe, rate, review.

x.com/solanaweeklypod

x.com/brandontucker

x.com/golfnapp

solanaweekly.io for more!

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In this episode, we dive deep into the evolving world of stablecoins with Eno, co-founder of ISC (International Stable Coin). From innovative yield strategies to global adoption challenges, this conversation covers everything you need to know about the future of stable assets on Solana.

🔑 Key Topics:

How ISC is revolutionizing stablecoin yields using the "all-weather portfolio" approach

Why Tron dominates emerging markets and what Solana needs to compete

The real challenges of bringing stablecoins to global adoption

Trading psychology and market insights from a veteran builder

⏱️ Episode Chapters:

00:00 Introduction and Guest Welcome

03:25 The Importance of Stablecoins on Solana

15:20 Challenges and Opportunities in Stablecoin Adoption

27:40 Building ISC and the Journey into Crypto

38:15 Understanding ISC's Collateral and Yield Strategy

52:30 The Future of Stablecoins and Global Adoption

1:08:45 DeFi Integration and Market Strategy

1:15:30 Trading Psychology and Market Insights

1:21:40 Rapid Fire Round

💎 Key Insights:

ISC's unique approach to maintaining purchasing power through diversified assets

Why emerging markets are crucial for stablecoin adoption

The importance of mobile-first experiences in crypto

Expert trading advice for crypto newcomers

🔗 Resources Mentioned:

ISC: https://isc.money

Jupiter: https://jup.ag

Celo: https://celo.org

Etherfuse: https://etherfuse.com

🎯 Best Quote: "Don't update your profit targets - the pain of missing gains is less than the pain of losses." - Eno

👥 Connect with our Guest:

Follow ISC: @isc_money @youknoweno

Website: https://isc.money

🎙️ Connect with the Show:

Host: @ThomasBahamasfi, @solanaweeklypod

Subscribe for weekly Solana insights and interviews.

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Introduction to All Domains and Digital Identity
All Domains is bringing identity to Solana wallets
Domain names are alternative, human-readable wallet addresses
Domains are crucial for simplifying transactions and reducing errors
All Domains views domains as more than just wallet addresses; they're digital identities
Comparison with Other Domain Services
Discussion of ENS (Ethereum Name Service) and its impact
Comparison with Bonfida's .sol domains
All Domains' approach: renewable domains vs. permanent ownership
Features and Partnerships
Integration with multiple blockchains (multi-chain approach)
Partnerships with various projects (e.g., Eclipse, Sonic, Monad)
Collaboration with Wormhole for cross-chain functionality
Use Cases and Future Potential
Domains as gamer tags and social media handles
Potential integration with payment systems and real-world applications
Discussion on the future of crypto payments and adoption
Unique Aspects of All Domains
Yield generation on certain domain types (e.g., .solana domains)
Custom domains for different communities and projects
Hybrid domains bridging Web2 and Web3
NFTs and Meme Coins
Brief discussion on the current state of NFTs
Mention of popular meme coins (e.g., Bonk, PopCat)
Personal Insights
Jesse's experience involving her son in the Web3 space
Discussion on portfolio construction for kids in crypto
Balancing work, travel, and family in the Web3 industry
Breakpoint Conference Highlights
Impressive developments in Solana gaming
Increased involvement of traditional finance companies (e.g., PayPal)
Closing Thoughts
Importance of securing digital identities for the future
Encouragement for listeners to explore and adopt domain names

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly where we will be entering the trenches this week and trying to make sense of them. You can’t avoid it, the memecoin warfare is in the trenches. Join us anon and let’s figure this out.

First a shoutout to the Drip.Haus users for tuning in, and shout out to Papa Bearded for the recent note. Let’s grow a beard and hit the trenches harder than ever hit before. Now a quick note to everyone on Drip.Haus, I’ve airdopped you some coins. I used airship. Go to airship.helius.dev and go to “view your compressed tokens.”

I got the Cali tokens for mentioning them on the show, so quick shout out to them.

Also a quick sponsor note, I want to give a shout out to the Solana Wall team. They have a presale going on right now and you can join in at solwall_token.

Solana is at $155.30 -

SolEth - .0592 - up endlessly and will continue until a Vitalik blog is readable.

SolBTC - .00228 -

BONK - sitting at .00002423, 2.25 billion market cap and pumping. Loving the energy of the Bonkers on Twitter and they just got their ETP passed and it already has over $48 million dollars worth purchased.

Overall the market is pumping and we are setup for some fireworks. We’re seeing those fireworks happen mostly on memecoins and we are going to dig right in.

Murad - We’ve got ourselves a memecoin Jesus and he actually makes a lot of sense.

Memecoins are not a vampire attack against crypto tech. They are a vampire attack against crypto tech tokens.

4 types of coins BTC - store of value, stable coins, coins that produce revenues that produce cash flows, tokenized mini religions.

Pumpfun - where tokens get launched, once they hit 50 or 60k, they get released and graduate to raydium.

Moonshot - newer token launcher, similar but seems to have some rewarding for the top holders of a coin with Airlock.

The software stack: Telegram, telegram bots, group chats.

Bonkbot - great bot, interacts directly with contracts and super user friendly. Also going non custodial.

Bullx - telegram bot also, but connects to a webpage that you can see graphs, set limit orders and research really clearly. This has been my favorite.

MEV - bonkbot does this automatically and jupiter does, but Bullx you need to turn this on.

Chart by market cap - we don’t look at the token price anymore, it’s all by the market cap. Graduates from pump.fun at 50k, it’s going to 100k, I guess it’s science.

These coins act like leverage.

That momentum can shift in an instant.

Knowledge part is the hardest for me.

Anyways, let’s see where this is going, find some cult tokens and take a stab. They are all super risky, so have some bankroll management, none of this is financial advice, and have some fun. Don’t get caught up in the gamble.

I’ve been thinking a lot after my last interview with Daria and I want more! That was a lot of fun, got out of my comfort zone and learned a lot from it. If you have any interest in joining, reach out at info@solanaweekly.io or shoot me a dm. I’ve started reaching out to a few different protocols/ people that I think are awesome in the space and want to keep it going. I’ve upped the marketing efforts from 0 to 1, so let me know if you like this direction and if it starts sucking let me know. I opened an instagram account, a tiktok account (still don’t know how that works) and I started a telegram channel t.me/solanaweekly where I’ll be posting some of my research and shownotes.

Thank you all for joining in, this is Thomas Bahamas wishing you another great week.

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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly. We did it, we got an interview with Daria from Neon and I'm pumped to release it!

Introduction and Opening Jingle

• “It’s Another Week on Solana”: An upbeat intro song setting the stage for the episode with guest Daria from Neon.

Meet Daria from Neon

• Guest Introduction: Daria, Developer Relations at Neon, shares her role and Neon’s mission to onboard EVM developers to Solana.

Understanding Neon: EVM Compatibility on Solana

• Building ETH Native Apps on Solana: Discussing how Neon allows developers to deploy Ethereum-native apps on Solana using existing codebases.

User and Developer Perspectives

• Interacting with Neon via MetaMask: Exploring how users use Neon with MetaMask and the Neon gas token.

• Developer Experience: Insights into deploying apps on Neon and the minimal differences compared to Ethereum.

Neon vs. Layer 2 Solutions

• Network Extension Rather Than L2: How Neon differs from traditional Ethereum L2 solutions and serves as a network extension for Solana.

The Impact of Solana’s FireDancer on Neon

• Enhanced Performance with FireDancer: Discussing how FireDancer benefits Neon by increasing transaction speed and throughput.

Neon’s Ecosystem and Points Program

• DApps on Neon: Highlighting popular applications like Ice Cream Swap

• Incentivizing Activity: Introducing Neon’s Points Program that rewards users for engaging with the ecosystem.

Neon’s Expansion to Bitcoin

• Bringing EVM to Bitcoin L2: Exploring Neon’s collaboration with projects like Yona to enable EVM compatibility on Bitcoin through Layer 2 solutions.

The Future of Interoperability

• Bridging Blockchains: Discussing the importance of interoperability and how Neon facilitates interactions between EVM and Solana.

Developer and User Experience: Solana vs. Ethereum

• Comparing Ecosystems: Examining the differences in user experience and developer tooling between Solana and Ethereum.

The Role of AI in Development

• AI as a Productivity Booster: Delving into how AI tools like ChatGPT and Replit impact programming and developer efficiency.

Navigating Crypto Regulations

• Regulatory Landscapes: Sharing thoughts on crypto regulations in different regions and their effects on developers and users.

Rapid-Fire Questions with Daria

• Fun Insights: Light-hearted questions covering topics like participating in crypto culture, working remotely, and personal interests.

Building in Bull and Bear Markets

• Preferences and Strategies: Discussing the pros and cons of building during different market conditions.

Cultural Exchange: Italian Food and Wine

• Italian Cuisine Discussions: A conversation about Italian dining customs, favorite wines, and cultural observations.

Closing Thoughts and Upcoming Announcements

• Teasing Neon’s Big News: Daria hints at a significant upcoming announcement and encourages listeners to stay tuned.

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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly. Solana: 155.45 -

Soleth - .05863 - up a bit and going up to 50% says Vaneck.

SolBTC - .0023975 - Up a bit.

Overall looking great, i'm ready to pump the bags. Bonk's up 8% today.

Just recorded a podcast interviewing Daria from Neon, and thinking that interviews might be the alpha. I'm going to be looking to do more in the future, super fun. She's super smart and building out some really interesting stuff at Neon.

Heres' the Breakpoint breakdown:

Certainly! Here are the announcements without emojis, arranged in alphabetical order by their handle:

@birdeye_so • Mobile app to come soon

@bonk_inu• Bonk Exchanged Traded Product (ETP)

@dVINLabs • Launched $VIN token

@DriftProtocol• Raised $25M in another round

@AuroryProject• Seekers of Tokane on mobile

@FluxBeamDEX• New all-in-one Trading tool

@FlashTrade_ • Flash Trade Token

@PythNetwork• Price Feed V3• Oracle Integrity Staking (OIS)

@cubexch• Intent network & $ISO Token

@KaminoFinance• Spot Leverage Trading coming soon

@MagicEden• $ME will be a SPL Token• Replacement of seedphrases (e.g., social login)• Buy any asset for any asset

@helio_pay• Blinks for Shopify merchants on X

@heliuslabs• ZK Compression for cheaper Airdrops Airshipper live.

@deBridgeFinance• DBR to launch on October 17

@Hivemapper• Selling Data to 3 of Top 10 global mapmakers

@JupiterExchange• Metropolis APIs• Jupiter RFQ• Perps V2: Limit orders, gasless transactions• Jupiter Mobile• Ape Pro: Ape Trade (mobile), Ape mint• SolanaFM & Coinhall Acquisition

@wormhole• Era 3 Upgrade• Partnership with @SkyEcosystem to bridge • @securitize chose Wormhole as interoperability partner

@MarinadeFinance• Partnership with @ZodiaCustody

@MeteoraAG• Memecoin Mint

@MetaDAOProject• Decisions Markets Platform

@mangomarkets• New Spot Exchange, called @FillCityNews

@MOTHERprovides• Will launch a casino which is supported by $MOTHER

@portals• Soon on Solana mobile• Collab with @SCUMSOL

@phantom• embedded Wallets

@solana• Firedancer client live on mainnet in non vote mode.

@SolanaConf• Breakpoint 2025 in Abu Dhabi

@SquadsProtocol• Fuse Pay - debit card.

@tensor_hq• fully open-sourced• fee sharing between foundation and devs• Grant program • New Product (vector.fun)• Collateralized Lending

@photofinishgame• first real money horse racing game in the app store

@coinbase• $cbBTC to Solana

@streamflow_fi• Airdrop Program & Token

@SlingMoney• Raised $15M. Like a crypto venmo.

@coinsph• To launch a Philippine Stable Coin

@solayer_labs• Yield bearing Stablecoin

@solanamobile• Seeker (Chapter 2)

@sanctumso• Personal LSTs• CLOUD Card• Wonderland S2 coming soon

@travalacom• Supports Solana

@ZeusNetworkHQ• ZeusScan

@ZetaMarkets• Solana’s first L2

Next year will be at Abu Dabi and we'll try to make then.

Thanks all.

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What’s up everybody, it’s Thomas Bahamas and welcome back to another episode of Solana Weekly, where we break down the latest moves in Solana and figure out where we are going.

• Solana (SOL): $143 – The pump is real.

• SOLETH: 0.058– Slight movement upward.

• SOLBTC: 0.00225

Macro Take: The recent 50 basis point rate cut from the Fed caught the markets by surprise and launched a serious rally. Everyone expected 25 points, but the 50-point cut is pumping risk assets hard. The markets seem lined up for a big pump, especially with Bonk and the explosion of meme coins on Solana making headlines.

Let’s talk Bonk. If you didn’t believe in Bonk, you might want to reconsider. It’s been perfectly primed for this moment.

Seems like a ton of big protocols have raised money recently.

Big Update: The Solana Phone, the Seeker, is here!

Phantom usernames are released., but this must be an attempt to keep users on their wallet.

Breakpoint 2024 is heating up.

Magic Eden teasing their airdrop again, get over yourselves and drop the damn token.

I locked up some funds on Adrena, which is a new derivatives protocol coming out soon.

AI - nothing completed, potential is unreal.

Ordlibrary on Twitter to see all the things he’s been building.

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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we break down the last week and figure out where we are heading.

Solana: $135.88

SOLETH: 0.0577 - relatively flat.

SOLBTC: 0.002335 - relatively flat.

Overall take on the market: Chopping continues with every breakout being dumped and ever dump getting bid.

Updates:

Defi hearing in congress - shout out to Peter Valkenburgh (valkenburgh on twitter.)

AI is finally making its grand entrance into the Solana ecosystem, and it's a game-changer.

It's getting close to Breakpoint season, and the hype is building.

Looks like ISC is doing some fun quests and getting some well deserved press. The international stable coin, I’ve brought this up on a few different pods, but is a fascinating development and is the only functional flatcoin.

Other than that I’ve been reading the Almanack of Naval Ravikant again and man it is worth a read if you haven’t heard of it.

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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we break down the last week and predict the future.

Solana: 133.40 and We're down $10 from last week and I'm hoping we're turning this ship around.

SOLETH: .054 Down just a tiny bit from last week.

SOLBTC: .0022 - down a good chunk, we're seeing daddy bitcoin do his thing and not move as much as the rest of the market.

Overall take on the market: Down bad, but not down too bad but a great spot for adding on.

Updates:

Jupiter just released that they are giving out all the unclaimed Jup as ASR which is active staking rewards. This is something like $162 million dollars.

Another play I'm interested in is Tensorians.

The manly urge to buy a Madlad is real.

NFA part. So where does that lead us? Where do we make money? The conservative answer is undervalued coins that have a bright future.

Just saw the legend Zachxbt post that Jason Derulo just posted another scam coin on Tron and it’s just sad.

It’s Korean Blockchain Week and seems like the events are pumpin leading into Breakpoint in a couple weeks. Hope we get to enjoy a solid pump leading into it and will catch you all next week!

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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we break down the last week and predict the future.

Solana: 142.98: It's over. Kidding, it's up $2.50 on the week.

SOLETH: .05679 - up from .053, Solana holding stronger than Eth here is interesting, Eth is just not catching a bid.

SOLBTC: .0024246 - up a bit from .00235, we need more up.

Overall take on the market: It's still chopping around. End of summer, moving into September should set off some fireworks.

Robinhood is back baby!

PayPal yields seem like they are dropping - down to 13%.

We are ticking closer to the Magic Eden diamond airdrop!

Memecoins seem to be slowing down in the growth, pump.fun is showing a lot less volume for new coins

The SEC has issued a Wells notice to Opensea for distributing illegal securities, so we’ll see how that goes.

Telegram drama: Ton blockchain down, founder jailed.

Breakpoint is still coming up and we’re getting pumped, Quekz party is set, MonkeDao party is set.

I had a call with a fantastic DevRel from the NEON protocol Daria and will be putting that together in the next week to release. The TLDR is that she’s great, and I don’t know anything about how this stuff works haha.

Thank you all for joining in, I’ll catch you next week.

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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where I break down the last week and make wild guesses at where we are going.

Solana: 140.40- down a bit.

SOLETH: .05388 - down a bit.

SOLBTC - .00235 - down a bit.

Overall take is choppy with Sol not quite holding it's own this week.

Unsure what the meta is at this point.

My prediction for what happens is that we are going to see majors fly with the increased liquidity from the fed cutting rates, this will also send the memecoins and select nft's will probably moon.

I think when it comes to NFT's I will continue to talk about the Quekz because I'm most comfortable with where they sit and the team behind it.

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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we break down the last week and make 100% accurate predictions for where we are going. This is not financial advice, but I'm calling this the part of the cycle where we get bidding.

Solana - $146.90 - flat on the week, kind of lame, but better than down.

SOLETH - .05536 - down a bit from .06189, we'll be back.

SOLBTC - .0024685 - down a bit from .00264.

SOL.D - 3.33

Pump fun revenue continues - beating out Eth revenue again, generating insane amounts of revenue.

Meme coin saturation?

NFT's catch a bid.

Degods - the ultimate cult.

Crypto - the ultimate asset class?

Trump and Elon did a spaces and they didn't talk crypto at all, so it was worthless.

L2's seem to be coming to Solana whether we like it or not.

One month countdown to breakpoint and seems like easy money to long sol into breakpoint.

Quekz will be throwing a party, SMB's will be throwing a party, everyone somehow is willing to fly across the globe to join in.

Coinbase to release cbBTC which will likely be a better version of wrapped Bitcoin.

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What's up everybody! It's Thomas Bahamas and you are here for another episode of Solana Weekly. Hope you made it through the week and didn't lose any coins or your mind.

Sol Price: $147.18 Down from 181.84, and a 19% decrease overall. Now this sure doesn't feel like it because we actually bottomed at 110 and almost 40% down from last week alone.

SOLETH: .06189 - ATH Baby!!

SOLBTC: .00264 - down a small amount. Bitcoin doing it's thing and not moving down as much on a sell off, but still managed to drop 20% and dipped under 50k for the first time since February of this year.

SOLD - 3.58, down a few percent.

Why we sold off:

Bad jobs data.

Bad Japan economy.

Jump selling all their crypto.

Rise of Kamala and anti crypto admin.

War in Israel/Iran.

New Solana meme dropped: the CIA created Solana.

What will it take for our NFT's to go up?

Ore is back in play with its V2 product.

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What's up everybody! It's Thomas Bahamas and you are here for another episode of Solana Weekly. We've got a lot of excitement this week with the FOMC numbers coming out today and we are on the verge of a shift in monetary policy flipping from restrictive to cutting rates.

Sol Price: 181.84, up two dollars from last week, but we spiked above 190 and the strength that it's showing versus the market cannot be ignored.

SOLETH: .05486 - up a small amount from last week.

SOLBTC: .00273 up a bit, and if you look at the yearly we are testing highs on this pair. Insane when you think about it with all the momentum behind Bitcoin.

SOLD - 3.61 up from 3.5

Overall, Solana is looking strong from all the metrics that track as far as price goes and we are at usage levels that are just about all time high as well. Feels like Solana Summer to me.

Biggest price narratives:

Overall in the market it's still ETF's, elections, fed cutting rates, Solana usage and memecoins.

With that said, I actually still think that Solana benefits from an Eth breakout. Whether that's just more liquidity willing to go to risk assets, people watching the SolEth chart, or even the bet on Solana getting an ETF next.

Drip Haus feedback:

So much love, I would like to thank each an every one of you. will try to take things from first principles more often, thanks again Reeny.

Biggest news: Binance lawsuit the sec no longer calls Solana and other tokens securities.

Looks like the rates have been unchanged for the Month of July with September rate cuts being priced in at 90%.

Protocol wise, it doesn't seem like there have been any major releases other than the ability to short memecoins being released on Solend and Marginfi.

Our NFT's remain down, hold steady and harvest some tax losses if you can. I fight the urge to buy more quekz and a MadLad daily.

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What's up everybody! It's Thomas Bahamas and you are here for another episode of Solana Weekly. Welcome to the party, welcome to the bull market, welcome to Solana summer! I hope that you are listening in through Drip.haus because this podcast is now officially hosted there.

Sol Price: 179.77 and on a tear

SOLETH: .05201- Up from .0428

SOLBTC: .0026790 - up from .00239

SOLD - 3.5 up from the low 3's.

Bitcoin has been getting violently dumped by the Germans in the billions, but they have unloaded the whole stack the BTC ETF buyers are buying hundreds of millions of dollars worth a day.

Quick check in on the year, we started out with Solana at ~100 and are up over 55% on the year.

If you want to do a little historical check, Jan 1 2023 we were at $10. So yea we've been eating the last 1.5 years.

Helium - crushing the depin narrative with over 100k subscribers to it's cell phone service plan.

Solana Economic Zone

Airdrop News:

Pump.fun revenue passing eth.

Baxus and Blinks

Jup releasing their active staking rewards - 60 million worth and going strong.

We had a small NFT pump, potential or an anomaly?

Blockchains and marketing.

Thank you all for joining in, hit me up with suggestions or any inquiries, dm's open on thomasbahamasfi.

Let's grab the bull by the horns and get that bag.

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What’s up everybody, it’s Thomas Bahamas and you are here for episode number 75 of Solana Weekly. Big number because this is the amount of Dev’s falsely rumored to be working on Solana. In reality there are many multiples of that and we are in the midst of shipping season with tons of new major milestones being deployed, with the cherry on the top being our boys at VanEck dropping an ETF application. This is huge.

Sol Price: $133.79 - $147.50 - up up and away! Sitting on a 10% increase and will we go higher?

SOLETH: .03802 - .04283 up a casual 23.65%

SOLBTC: .0208 - .0023992 up 15.35%

Vaneck coming with the etf application.

Compression - zk compression directly on Solana.

Blinks - like frames on farcaster, but for f-ing everywhere.

Colosseum - Raised a 60 million dollar fund to invest in early Solana projects.

Jup - to burn $3 billion tokens.

Airdrops - is the meta dead?

NFT’s - still dead. I’ve been dca’ing Sol and bought a few more Quekz for the bag, seem undervalued and if I’m buying anything I’m buying Quekz.

Drip.haus - July 2nd we go live!!!!

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What’s up everybody! It’s Thomas Bahamas and you’re here for another episode of Solana Weekly. Banger of a week, ups and downs, with mostly downs. 50 Cent just rugged us, DJT likely fake, Mother still pumping, and actual Solana devs will simply not stop shipping.

Chart of the week by the man, the myth Joe McCann:

Sol Price: $133.79

SOLETH: .03802

SOLBTC: .0208

Summary: all down, BTC hanging strong while it should be Eth’s party with the ETF news.

Breaking news: Compression on the entire state of Solana. Huge because now all costs on Solana, both compute and rent are going to be tiny. This was a huge bottleneck for developers and caused issues - think airdropping a million coins to different addresses used to cost something like 250k, now it’s down to 50.

Memecoin disaster - Shkreli, Tate, and Barron walk into a telegram chat.

Memecoins take a hit. Cabals, cto’s, breaking up of nft chats over them.

Lasting projects - what are the characteristics?

Moonwalk- let’s walk through this dip. Been getting 10k steps a day since it released and loving life. Stack this with working out 3-5 times a week and it’s fantastic.

Rwa’s - ondo released into drift as collateral, get 5% treasury yield on stables as you gamble.

Everyone’s an angel investor now.

Ansem sold 11 mill of wif.

Canada sol etf!

Sphere - live for on and off ramps to public and sick.

Ryan salame ex CEO of ftx warning that backpack has shitty lawyers?

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What’s up everyone, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!

We got another banger of a week with so much going on it's going to be hard to condense it all.

Sol price - 148.48 with a 13% drop on the week and the dreading feeling that it's all over. It's not.

SolEth - .04225- down 6%

Solbtc - .00221 - down 8%, honestly I thought this was going to be worse.

Sold - 2.8 %

Solflate pod - listened on Drip, it's sick and I'm looking to join in.

Drip - crushing, creators and collectors colliding on a beautiful Solana protocol.

Sphere - based team in the payment space.

Fuse - early beta released to the public and slick af. Smart wallet, literally stop keeping your funds in hot wallets and get this wallet.

Solana 1.18.15 released and updated - transactions be landing, and increasing the priority fee is now increasing your odds of landing a transactions. Fees are rolling.

Celebs - thinking about a naval quote where you want to be rich and unknown, not famous and poor.

Could it actually be the solution?

Maybe. The problem is that it sure doesn't act that way yet.

Iggy is likely 1 in a million in that she is working for her freaking bags every day non stop.

I haven't seen another one that is that compelling, but it brings forward an example of showing what can be done.

Ansem has turned into a Celebrity himself at this point, he's basically advising/dunking with these new guys launching coins.

Going to finish it off with a little Charlie Munger style thought.

A what not to do at this point in the cycle, invert the good advice.

Premise: I don't think the cycle is over and this is a pullback, if you think otherwise, stop here.

At this point, we've corrected down 25+% and a lot of meme coins have been hit way harder. A recipe for disaster is to sell all your coins to dollars to buy back lower. Watching charts 24/7, waiting for the right support to buy back on. Trying to leverage trade this either way right now will chop you up. Not paying attention to your health will hurt you. Not having a few Limit orders at lower prices in case we do hit a lower price. Not having conviction in your big bags for the long term. Not having some money on the side and depending on the income you make from short term moves is a sure way to misery. Following the trend of stimulants and tobacco will take years off your life. Losing sleep will make you miserable. Not eating well will take its toll. Not having a stable home life will make it much harder. We need a solid base, we need to keep our minds clear, out of the 5 minute chart, and have confidence in your analysis. Have big bets, if the big market structure changes and we go to 0 have a plan.

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What’s up everyone, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!

We got another banger of a week with appearances from Roaring Kitty on the way to making a billion, Jim Cramer shilling a Bonk ETF, to Iggy getting called out by Vitalik and Hayden only to dunk on them. Amazing, I’m loving it and it’s a great time to be a crypto enjoyer.

Sol price - 171 - Dumped to 160 after I recorded. (my apologies for marking the dump.)

SolEth - .04483 - flat

Solbtc - .0024 - down a bit.

Sold - 3.06

Bonk mentioned! Jim Cramer calls for a bonk etf with Gary Gensler on live television. Simply amazing.

Wormhole staking - EVM

Roaring kitty comes back and makes a billy.

Jobs numbers a sham.

Cloud - Sanctum has released their plan for their token and I’m jacked up.

Coinbase - stock flying, released a smart wallet. Kind of has it all going for it.

Robinhood - buying Bitstamp and probably going all in crypto soon.

Trump - recently came out that if trump gets elected expect btc at 150k. Okay, vote acquired.

Look, infrastructure aside, sol dominates the culture at this point. This is going to get out of hand and I’m here for it.

As our man Raoul Pal once said, don’t f this up.

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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly!

We got another banger of a week from MT Gox moving Billions in Bitcoin and scaring the boomers to Caitlyn Jenner and Iggy Azalea dropping projects on Solana.

Prices:

Solana: 169.99

SolETH - .045

SolBTC.- .00251

SOL.D: 3.16 - Sol Dominance, what this 3x.

Bonk hitting a new ATH

LayerZero officially live on Solana

PayPal PYUSD is Live on Solana!

Iggy Azalea is a turbo Sol bull

Caitlyn Jenner launched a coin

Trump has doubled down on his pro crypto stance and has said that he will pardon the legend Ross Ulbicht

Top themes I'm interested in:

Creators platforms:

Onboarding people:

Wallet best practices

The strength of shitposts, silly side of crypto.

Onchain trading and the state of it currently.

Jup's grand vision - bringing everything on chain.

Regulatory stuff - it's crazy to keep up with all the lessening of regulations.

Onramp/ offramp stuff.

What it would take to bring NFT's back.

Macro

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!

Prices:

Sol Price: 168.93

Sol Eth: .045

Sol BTC: .00245

Regulation wins everywhere!

Trump crypto army beating Elizabeth Warren anti crypto army.

Sol gets liberated from ftx estate owning any of it.

RIP to Harambe and now to Kobasu the Doge dog. We got an Elon tweet, I mean what else do we need for the market to freaking rage?

I’m long, I’ll be patient.

Sphere- introduces a sick off ramp where you have a sort of wallet for your bank account.

Wallets: Squads has released an early beta of Fuse their smart wallet.

NFT’s still dead, everyone still looking for the next 100x memecoin and longing Eth and Pepe.

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What's up everybody it's Thomas Bahamas and you are here for another episode of Solana Weekly. This is a special one because it's the infamous number 69!

Roaring kitty is back, meme stocks are back, 23,000 meme coins being created a day on Solana. Wall street bets tweets about Solana Summer constantly, is the great forever cycle of memecoins upon us?

Solana Price: 153.14

SOLETH - .05150 - we're back.

SOLBTC - .002359- looking solid.

Gambling.

The CPI numbers look good.

I think we are seeing the divide between the older cycle winners and the next generation. Donalt vs the bulls.

Solana generated more Transaction Fees and MEV than Ethereum in a single day.

Information diets. Trying to build a Wall Street journal for myself for what’s going on in Solana and what I’ve done.

Solana users have been the winners of this market so far.

Poker to crypto strategies: sizing, being at the right table, knowing when you’re the sucker, pvp in NFTs and how none of that transfers to memcoins.

A day in the life of a manlet: have we crossed into real life use cases?

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What’s up everybody it’s Thomas Bahamas and you are here for another episode of Solana Weekly! Let’s dive into what’s been happening and see where we are going. We got a lot to cover from new government regulations and wells notices to Trump pumping our bags over to the latest in airdrops.

Prices not really too interesting as we’ve been in the same range.

Solana at 147.

SolEth at .049

Solbtc at .0237

Government insanity.

Trump went full pro crypto.

Meme coin cycle is insane now.

15,000 spl tokens being created daily.

Dicki coin adventures and the future of these memecoins.

Alpha is on Telegram and not Twitter now.

Price targets and where to sell?

Integration with usdc and stables as a massive competitive advantage. Zeta markets with the airdrop news

Gmx coming to sol, big perps dex from arb.

VanEck launched a Meme Coin Index

FTX claims coming out.

Fav protocols: Lulo and Moonwalk.

Flexlend is the easiest and best way to get yield on stables. Cycle between protocols that have the highest hourly yield without doing anything. Get rewards for any defi protocol offering them.

Moonwalk is unstoppable.

Airdrops: drift soon, sanctum points pumping, Magic Eden.

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!

Sol Price: 143.21 - down $16 from last week, but not bad considering we tapped below $120.

Sol Eth: .0468 - down a little bit from last week, but still strong.

Sol BTC: .00231 - down a bit from last week.

Bonk Market Cap: 1.8 billion and on the rise!

Overall take on market: Recovery mode still, feels euphoric. Seemed like everyone was very ready for everything to nuke and overestimated it.

Memes on top - we saw a bunch of 3x’s in meme coins and it’s beautiful to see. They just aren’t going away.

Wif vs Bonk and the influence of influencers.

Defi: Kamino dropped it’s token.

Drift airdrop coming out soon, looks very promising.

Friendtech/eigenlayer dropped their token and it seems like it didn’t go too well.

Sanctum - awesome and fun.

Degods back to Solana.

NFT's still remain dead.

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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly!

Sol Price - 159 - down 8 from two weeks ago, but it feels like we went to 0 and back.

SolEth - .0492 - Up a tiny bit.

SolBTC - .00238 - dipped.

Bitcoin talk.

Madness of the media

Airdrop talk.

Monad - seems bullish.

Multichain future talk.

Sanctum and LST’s are picking up steam.

NFT’s still seem to be dead but that’s how it always seems at the bottom.

Thank you for joining in, I’ll catch you next week.

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What's up everyone, it's Thomas Bahamas and you are here for another episode of Solana Weekly!

Sol Price - 167.88

SolEth - .04850

SolBTC - .002412 - dipping here, BTC dominance growing.

Tensor drop - Let's go, tons of liquidity released on the market. Trading at 1.30, was as high as 1.80.

Airdrops soon:

Kamino

Parcl

Sharky just released their token to Madlads and even included gen 2 Monkes! Let's go, token trading at $2 and we got 370 worth. I'll take it.

Marginfi drama.

SMB’s getting life, 0% royalties look good on them I guess.

Sanctum continued, they tease wonderland and LST’s in general are blowing up.

Jup is releasing their own and is distributing all rewards with 0 take, so I’m looking into this more. Also helius is doing the same thing but native stake.

Uniswap lawsuit - crazy. Wells notice

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly.

Sol Price: 175.98

Sol Eth: .05223

Sol BTC: .0025

Overall take on market: Volatility is here. Ups and downs - 205 down to 170's is a pretty big range, we’re sitting at the bottom of that range and I’m buying.

To the market:

W Token - We got the Wormhole airdrop.

Hot dog token taking over.

Sanctum - INF lst token, potential airdrop. Holding a good amount in this because the yield is over 10% without any leverage.

Zeus airdrop today, nim airdrop coming soon, kmno releasing the amount of tokens you get with a pre release price of $.15/ token. I found out that I have something like $500 at this rate and demand a recount.

Ores - proof of work mining and crushing the network.

Count down to halvening - under 20 days, historically we’ve seen over 10x’s after this event, how do we play it?

1.18 features being released.

NFT nyc - send wif to 0, no one went to their party and the dancing was amazing.

Degraded performance - we hate it, it’s coming back.

Sbf sentenced to 25 years. Crazy, but you think about all the damage he did to people and yea.

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly.

Sol Price: 188.79

Sol Eth: .0522

Sol BTC: .0026578

As always, thanks for showing up and let’s have a great week.

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly where we discuss what has been going down on Solana in the last week and try to figure out the long term implications.

Sol Price: 189.92 - up from 163 last week, but it sure doesn’t feel like it.

Sol Eth: .05379 - The eth maxis in disbelief as this chart mooned.

Sol BTC: .002824 - this is on an uptrend and we love to see it.

Bonk Market Cap: 1.5 billion.

Solana Price at ATH while the network struggling is also at ATH is something that’s happened before. To the market:

Meme coins have taken center stage on Solana and have gotten out of hand. F

Double standards of reporting - Solana reports are terrible saying how congested it is, where on Base fees are bullish for demand, it’s insane.

Defi: Kamino points to an end soon, Parcl points ending soon, I think it’s about time we get some more tokens dropped and it seems like that’s the case.

BonkRewards are coming in thick.

NFT's: Dead, bloodbath for NFT’s on Solana right now, if you believe in Sol NFT’s, here’s your dip.

Bitcoin NFT’s are popping off, thats right it’s ordinal season.

Protocol of the week: Flexlend - if you have stables, throw them in there and watch the 10-20% yields flow.

Token of the week: I could say a memecoin, but I think I’m going to stick with Solana itself, we saw a 160-212 candle, I didn’t expect that level of volatility, but this is what we see in a bull market and I’m here for it.

As always, thanks for tuning in, like, subscribe, and leave a review if you found this useful. We’ve got a crazy few months coming up and let’s make sure that we get the most out of it. Looking forward to next week, make sure you all get your taxes in and your stables out.

Airdrop checker:

https://solana-airdrop-checker.solworks.dev/

Solanaweekly.io

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly

Sol Price: 163.15

Sol Eth: .03943 - down a bit.

Bonk/BTC: 2.39 Billion

Overall take on market: It's hot. BTC has just been coiling at ATH, about to shoot up, the BTC memers have reached mainstream, Saylor is destroying cable news calling people that save in fiat POOR, the top 30 meme coins are on Solana, meme coins are getting shilled on live tv. This is only the beginning and I'm tingling thinking about the upcoming 10x. Very pre rich.

solanaweekly.io

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly

Sol Price: 128.72 - pumping and yes we fill that wick above 140 today.

Sol Eth: .0335 - fairly flat

Sol BTC: .0019185 - down a bit

Bonk Market Cap: 2.1 billion!

Bonk/BTC: 2 billion - will continue to go down.

Overall take on market: Up,

Bonk!!! - Memecoin of the year on Coin Market Cap. That's right, we hit ath and I can only see it going higher.

Quick Coinbase rant

Speaking of USDC, the demand for stables is insane right now. There are literally yields of 50% that are easily accessible.

NFT's: Down on my SMB purchase, ahh the old feeling of being underwater on my monkey jpeg.

Quekz - removed points from Tensor and the floor price has only been flat or up.

Wallets: Magic Eden's wallet is coming out as the best way to bridge between Sol, Eth, and BTC. More and more bullish Magic Eden even though I don't use it.

Protocol of the week: Still Moonwalk.

Been diving into Access Protocol, Solarplex, Discover, Farcaster and think Friendtech will come to Solana.

Token of the week: Bonk - does it even change?

The power of Mert

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Not sponsored by Bonk, but brought to you by Bonk.

What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly.

Sol Price: 130.38

Sol Eth: .038

Sol BTC: .00209- BTC is crushing hitting 64k.

Bonk Market Cap: 1.3 Billion! and Bonk is just not stopping!!!

Overall take on market: HOT. Can't stop, won't stop.

Positioning for the bull market and what to do now? If you’re in the right bags, it’s time to sit back and enjoy.

Airdrop farms: Basket fi drop is live.

Still got my eye on Kamino, Drift, Magic Eden, Tensor, Marginfi, Wormhole, Meteora.

Ordinals are Heating up, bought a wizard, sold a wizard. Don’t understand it.

Protocol of the week: Moonwalk

Token of the week: BONK

Dog wars of Solana!?

Security chat- no links, hardware wallet, multisig, be safe out there folks.

If you’re going to sell your coins what are you going to buy? Tradfi always looks so toppy.

Starting to see more desperation irl.

Banks aren’t leaving, spent some time in them and as long as boomers can go in and hassle zoomers for checks they will be there.

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly.

Sol Price: 104.14

Sol Eth: .0357

Sol BTC: .0020

Sol Per BTC: 490.

Bonk/BTC: 4.4 billion.

Backpack exchange: welcome to the party USA! That’s right, we got access to backpack and I’ll be taking my centralized exchange business to backpack. Lad's doing amazing over 200 Sol floor and talks of a second collection and it seems like there are some being inscribed as ordinals on BTC?

They are also rumored to be getting a fat drop from Wormhole, I saw that today is a Wormhole Wednesday, so maybe we see some airdrops soon?

Depin: Helium has released Multi Factor Authentication - doesn't sound like that big of a deal, but adds an authenticator to your account which could be massive in stopping hackers from getting into your accounts.

Defi: Use airdrops to combine with other airdrops to receive more airdrops.

NFT's: NFT market broken with farmers.

I couldn't take it anymore and bought my SMB Gen 2 back. Crypto Undeads seem to also be looking into this and I scooped one for the culture.

Wallets: Potential issue found on Phantom? No confirmation.

Protocol of the week: Moonwalk! That’s right we’re walking on the moon b*tches. Forculus released a beta of his new health app that’s taking the world by storm.

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly where I will be breaking down the last week in Solana and the long term implications.

Sol Price: 118.10 - pumping and up over $20 from last week.

Sol Eth: .04261 - fairly flat, Eth has actually been moving and it's healthy.

Sol BTC: .00226 Flat as well, we love to see this.

Sol Per BTC: 441

Bonk Market Cap: 1.28 billion and growing.

Bonk/BTC: 3.8 Billion

Overall take on market: Looking great. Woke up this morning to green candles everywhere and couldn't be happier. BTC leading the charge, but ETH and SOL also following along and SOL still outperforming.

Depin: HNT up over 9.30 and they just released a big partnership with Google where they are giving yearly plans away with the purchase of a new phone, or discounted plans and hotspots.

Defi: Great opportunities are still out there.

NFT's: Nothing crazy, thinking about live event season.

Protocol of the week: Bonkrewards.com - locked up over a billion Bonk here with most being at a 6 month lock up for 2x the rewards.

Token of the week: Bonk - I'm so bullish on bonk.

Other news: Taxes coming up, our man Crypto Tax Sucks is running out of time to get things done in time, reach out sooner than later.

Closing thoughts: The importance of figuring out what type of market participant you are. Everyone thinks they are a trader or nft flipper, but take a look back and look where you made the most money, or where you spent the most time.

That does it for this week, I’m hoping to see Sol over 140 and Jup over $1 next week, thanks for joining, this is Thomas Bahamas.

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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly

Sol Price: 100.73

Bonk/BTC: 4 billion.

Dymension drop - massive airdrop that is crushing right now.

Depin: Moving my main line over to Helium, f it we ball.

Defi: Defi is so hot right now, it's alive and popping.

NFT's: Called for strength last week, but we aren't seeing a rotation.

Copium - this is an amazing project. (Amazingly bad? probably.)

Also Magic Eden just dropped a wallet.

Protocol of the week: Gotta be Jupiter, easy one.

Token of the week: Jup, it's all Jup.

Crazy week on Solana and I hope that you caught the drops and are joining me in farming more. I created a website at solanaweekly.io where I'm hosting these podcasts and would like to ask you to check it out.

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What's up everybody, this is Thomas Bahamas and we're back with another episode of Solana Weekly. Not the week I expected, with talks of the beginning of the bull last week, ETF released, and the market reacts by viciously dumping. We'll dig into why that happened and what else we have going on in these times of acceleration on Solana.

Sol Price: 86.12 - with a crash down to $78

SolEth: .03891 with a crash down to .035

SolBTC: .002167 with a crash below .00205.

Overall market sentiment: you look at this last week and we went from over $100 Solana down over 20% and think that this must be a bad trend. My friends, we must simply zoom out.

The etf was in fact a sell the news event.

Presidential campaign: Biden has to pump the bags in order to get re-elected or put some sort of positive spin on his political party.

To the happenings of the Solana market:

Paypal releasing their stablecoin on Solana. I see huge potential here, almost like a way to back into using crypto through traditional rails. Think pay with paypal, but you use their stablecoin. Use those couple hundred dollars you have sitting on Venmo to send direct to your crypto wallet. You can do that with Eth now, but I’m suspecting that you can do this with Solana soon and this could be the start of something big.

Drift releasing token/ points

Jupuary madness keeps going - mock jup

Tensor- nft perps or something like it. Sujiko warriors also launched from the same guy that launched the solana airdrop checker.

NFTs - both misunderstood and undervalued per the man himself - loomdart:

Helium just launched in Mexico with a huge partnership. Is this getting to mass scale? I think so.

Meme coin’s aren’t going anywhere, I tried to fade most but i actually just think they are going to crush now. Some of my fav are the Stanley cup, bib, Wif - the dog has a hat.

Bsktfi is something I’m kind of obsessed with right now as well, Solana, Eth, BTC and the latest meme tokens of Solana all backed in one token with insane farming incentives. Seems like a lot of chads are in it, still need to do more research, but I’m in.

Wallet talk - Backpack has been putting in some work and it’s performance is excellent.

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What’s up everybody it’s Thomas Bahamas and you are here for another episode of Solana Weekly. It’s the bull market and we are in full swing with the Crypto Undeads hyping up the NFT market and selling out a 10k pfp instantly, sol is looking great, and yes Jupiter’s airdrop is on it’s way at the end of the month. We’ve got a lot to cover and it seems like Franklin Templeton with Trillions under management have hired an intern and have taken to pumping our bags on Twitter. I’m loving it and we’ll dig into all of these and see what we need to do to prep for this bull run.

Sol Price - $101.78 up a small amount from last week, but not quite out of this consolidation. $140 is the short term target with not much in the way after that to $200.

SOLETH - .04022 - kind of chopping here which is good, we’ll see this go up more.

SOLBTC .00238 - not bad, not bad at all. The BTC ETF has been massive, tons of flows, some of it out of GBTC to other ETF’s but it’s something like 4.5 billion dollars worth of flows and all of this will be positive for our space in general. I’m hoping this leads to my ETHE pumping more and would love to unwind that position.

Crypto undead NFT drop - 20 sol, down to 11, then we go to the absolute moon? Got me all excited, can't tell if it's a rug or a moon, the drop of tombstones wasn't cool, but I'm ready and my bags are packed.

Either way I think this is getting some hype to NFT's on Solana and would love to see this go to the moon.

New Solana phone! I aped the 2nd Solana phone, slightly cheaper, and maybe it will be slightly easier to use. Either way seeing how the first phone went I think it financially made sense and I want to keep supporting them. Even if it flops and we don't get 10k airdropped right away, it will be a great hardware wallet.

Helium- added a new line, can't get over how good this is.

Mockjup dropped and Jupuary is getting me all jacked up.

Bull market prep-

Sleep is still necessary.

Health is still incredibly important, both physical and mental.

Shiny objects go up and down.

You don’t need to hit them all.

Keep your high conviction and most your portfolio in those and keep them untouched.

Set targets - whether that’s sell limit orders or alerts on trading view, have a plan and execute

Cobies triangle.

People always buy too quick on the way up and sell too slow on the way down.

Take some profits. Couple % here and there.

Life changing money - take it out, most people start acting very irrationally with access to too much $ so quickly.

Chart your largest holdings vs Bitcoin not usdc.

Curate good news inflow and actually do research if you’re going to put a good chunk into anything. Motives of people are to make money, bag shilling will be everywhere and will be tempting.

Don’t click links - scams will get better.

Froth at the top will feel like you can’t miss.

You will never catch the exact pico top or bottom. Just get near it and you’re doing better than most.

Understand your strengths and what got you here. It likely wasn’t high leveraged positions or wild meme coins, holding strong coins for a while usually does it, the rest is just distraction.

All That is advice I’ve accumulated over the years and am hoping to take with me into battle. We have a massive opportunity on our hands and are still early. My plan is to stake and hold Sol, target is $400. Hold bonk until 10 billion mcap, probably won’t make this the whole way. Increase sol holdings through other sol tokens listed on Coinbase. Hold jito, hold jup. I’m probably going to not get too deep into NFTs, or at least try not to. Maybe some presales and I’m really looking at the Kanpai Pandas as a long term play. But I hold the Quekz, Famous Foxes, and few others I have. At the end of last year my tax guru said rather than tax lost harvest, just get rid of any NFTs you don’t want to hold. If you can’t sell them, burn them. This kind of changed my mind about the nft game and makes me just want to hold quality and not care about flipping as much.

Please do reach out to the man Cryptotaxsux on Twitter if you also are confused with the state of reporting taxes. He saved me a ton of stress and does amazing work.

Other than that looks like SMB Gen 2's are downbad, hit 70 sol and sitting around 75 right now with gen 3 at 7. I had a hilarious thought that gen 3 would flip gen 2. Not going to happen, but I bet the ratio goes up from 1-10 to something like 1-5. Think about it, you get all the perks of the gen 2's and none of the downside. You don't have to vote or see the gen 2 chat, it's 1/10th the cost, the team got fired, art is better, supply got reduced from 15k -10k, and you don't have a massive investment in the hands of a group of people that are working against themselves.

Let’s have a good run here and get that bread.

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What’s up everybody! This is Thomas Bahamas and you are here for another episode of Solana Weekly. Barry said it’s going to be a big week and is finally right, we are getting legitimized.

Let’s take a look at how a BTC ETF will impact our bags, the btc price, the whole crypto ecosystem, and how we set ourselves up to benefit off of it.

Sol Price - 97.13 and looking like it's ready to pop up.

SolEth - .04 - slight dip here, Eth and Eth beta plays are catching a bid.

SolBTC - .00209 - this is an interesting one because Sol was mimicking BTC's price action on these wild swings.

What were the wild swings you ask? Well the freaking SEC's twitter account was hacked yesterday and they released that the BTC ETF was officially approved.

Bonk of course is pumping - at .00001503 and I will simply smooth brain hold this longer than

Saga Phone continues to crush.

Helium - again, this is seeming more and more like a no brainer to switch over to.

Focus on the majors, as tempting as it is, I think this is the time to sit in spot and sit in majors.

Coinbase convo

SMB can't catch a break.

Quekz floor is down, but the vibes haven't left, the whales simply hold, 250k treasury for parties, centered around fun. So I will keep holding.

Airdrop Update:

Jupiter will be the biggest of the year as far as wide distribution and total value.

Margin is being overlooked, once they convert points to tokens we could see massive wealth effects. I've added significantly to my lending after thinking about this.

Drift - contender for coming out with something massive.

Kamino is dropping their points system soon, this could be big .

Samo did an airdrop to Saga holders and made a tool to airdrop holders of the Genesis NFT token.

My guess is after the Jup drop we see NFT's catch a raging pump and we unfortunately see a ton more memecoins go to the moon. I hope the usedcar and urmom coin go to the moon and we all make it. There's going to be so much opportunity and so much fun out there I can't wait. Let's get onchain and have some fun out there.

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What’s up everybody! This is Thomas Bahamas and we are back for another episode of Solana Weekly! Let’s recap the major W that is 2023, talk about wins, talk about predictions, and talk about the strategies that are going to keep us winning.

Sol price: 104.88 - we started the year around $10. Over a 10x for just holding.

SolEth: .04560 - with .1 in sights and breaking it a reality. For reference, we started the year at .01.

SolBTC - .002353 - started the year at .00055. We’ve been crushing.

Year in review

Dca the ultimate strategy.

Biggest wins for me - bonk, sol, quekz, gbtc to coin, jito, pyth.

Plan for 2024 - hold sol, stake it, hold bonk.

Saved Solana phone, we got another one on the way and yes they sold out. Bringing the 3rd option for the app marketplace onboard.

Pumped helium - Helium - it pays for itself.

Cosmos blowing up? Maybe, there’s always potential there, but it never goes anywhere.

Btc as a tradfi toy.

Rise of great traders that can talk sophisticatedly about what we’ve been talking about for the last year.

Empire price predictions are wild. Looking at 600-700 Solana this year.

We have Solana doing awesome things and delivering the best experience for anything crypto:

Phone, phone service, maps, walking apps, NFTs, nft marketplaces, dog coins, dao’s, trading platforms including perps, staking, liquid staking, borrow/ lend, yield, airdrops, firedancer, new protocols with tiny spls, inscriptions, compression, wire dancer, tiny dancer. Yes there are other L1’s that are interesting, but none that are at the level that Solana is.

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What’s up everybody! This is Thomas Bahamas and we are back for another episode of Solana Weekly! Madness in the markets, liquidity is upon us. We got the Jito airdrop kicking off the market, and after recording we even got a Bonk on Coinbase announcement then dump? Not sure what that is about, but let’s dive into it.

Sol - 65.61 with a pump up to 78 and a correction back down with the rest of the market.

SolEth - .03152, still looking so good.

Solbtc- .001667, still hanging on as well.

Bonk at .0000116 and even though we pumped up to like 15, we are so optimistic. We had the Coinbase listing, we had a pump up and a full retrace. Think it’s worth looking at.

Jito insanity - no way did i think we’d see it this high. Pumped to over $4.

I got a wallet hacked.

Jupiter airdrop is setting up to be wild. Prediction is that it opens up around a dollar and runs over 2. But we’ll see, different dynamic in this drop from Jupiter in the quantity of wallets. All you had to do was swap to qualify, where Jito rewarded holding.

With all this airdrop talk, we gotta talk security. So all my cold storage had Jito sol in them. I had to connect to the site to claim. This made all my cold wallets hot wallets. Knowing this I did a bunch of rearranging and moved that jitoSol from these wallets. This is important because I was actually hacked.

It happened, after 7 years of nothing and never really coming close, I got hacked. For a small amount. But I connected my saga phone to claim a drop from the us and it geo restricted that account. So I was asking for help in the discord and I got a dm and a solution. The solution was a hack and I fell for it. He impersonated a mod in the jito discord, had a solution of importing my seed( I know, stupid, it’s like the cardinal rule) into the Solflare web wallet and I did. He then stole the couple sol I left in the wallet.

Helium is running 12 days of Christmas. Monkedao is running 24 days of Christmas. Rewards everywhere.

Bonk is dropping more tokens on Christmas if you’re on the nice list! Think this might complete airdrops that were failed, so if you think you might have had one, check it out.

Got airdropped some chonky coin and bought more, good meme.

Hivemapper is absolutely sending right now. This is depin and mapping based off of cars.

Saga- free, bonk drop over $350

I sold my gen 2 SMB. I feel like it was time. Right after I sold it, it pumped haha. So I was close enough to where I bought and I just don’t have a use for it. I know in real life parties are great, I got kids man, I don’t care about the small mints right now either. I get all those with a gen 3 anyways. I don’t really care about voting and realized that even when I did care and vote it didn’t help.

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What’s up everybody! This is Thomas Bahamas and we are back for another episode of Solana weekly! We are crushing it and it's a good time to be a Solana enjoyer.

Sol Price: 62.60 itching up, looks like 69 is just a small pump away. $142 wen?

SolEth: .02774 and the eth narrative is just struggling with their whole narrative lacking.

SolBTC: .001425 - staying strong while Bitcoin shines.

Bonk: .000007873

Sol, Bonk, and Quekz - the perfect portfolio.

The Charlie Munger legacy. Rip. Been max listening to interviews and lessons from him and god damn it was he the goat.

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What’s up everyone this is Thomas Bahamas and you are here for another episode of Solana weekly.

Solana - $60, that’s right we’re pumping. Topped out just under $70 and what did I call? 69 by 2024. It’s on the table.

SolEth - crushing - .0296. Is .1 feasible?

Solbtc - crushing - .0158

Now we gotta talk about the market crushing. I’ve been doing this podcast for a year and we’ve been buying coins and pictures that have been mostly going down lol.

What do we do here? We follow the trade and don’t get out too soon. High conviction trades working out? Push the trade.

Airdrops!

Pyth. Crushed.

We’ve got Jupiter’s airdrop coming too and I think this is going to be massive.

Jto - details released today, that’s right Jito dropping us coins baby.

Airdrop checker - there’s an amazing tool out there to see if any of your wallets qualify, no only do they have additional airdrops I wasn’t aware of, but it look like they are adding new ones as they come up.

https://solana-airdrop-checker.solworks.dev

These drops are basically throwing gas on a fire, injecting liquidity into an already booming ecosystem. I’m so bullish.

The ducks. The quekz. We’ve been talking about these for a year, and they’ve launched.

Stay strong, follow your convictions, don’t panic and make sure that you’re doing what you can to make the best decisions with where we are at.

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What’s up everyone this is Thomas Bahamas and you are here for another episode of Solana weekly. Here to breakdown what’s going on the evolving crypto ecosystem and figure out Solana’s place in it. Solana is making its mark in the space and rocketing up in price.

Sol price: $42.68 Up 11.15%. We. Can’t. Stop. The. Pump.

SolEth: .02263 Up endlessly and we hunt that .1 target.

SolBtc: .0012 Up almost 8% on the week.

Price talk- excellent.

What does excellence in crypto look like?

The main characters of the space are pretty much out of the spotlight or incarcerated.

Moving passed ftx and Sam is going to the slammer.

Node battle with eth. Solana $300/ a month vs Eth validator on a raspberry pi. Don’t really care.

Or narrative battle with eth in general.

Breakpoint aftermath, seems like everyone got covid.

Sollinked won the huge competition.

Degen dads actually minted through sollinked. A delightful experience overall. Send some cash and a description of what nft you want and get a sick custom pixelated nft in return. Couldn’t be happier.

Armani and backpack exchange. Own the experience in one app.

Bonk. BONK. BONK!!!!

Not getting too caught up in narratives.

Not over trading and overthinking the market.

Duration trading - ensure you are looking at the long picture if you’re planning on holding for the long term.

Jupiter - airdrop details, perps.

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We’re so back.

What’s up everybody, this is Thomas Bahamas and you are here for another episode of Solana Weekly. Where it’s my job to find the biggest stories of the week and try to figure out the implications of what we’re seeing. We are seeing so much up only and I am having a great time.

I would like to say that this episode is brought to you buy the massive pump of Bonk and the absolute chad holders at Quekz. Both are the quality assets we need and are the best examples of great projects on Solana.

Sol price - 41.34 up mega, we are up 73% over the last month. Leading into breakpoint with news and releases dropping, combined with token drops and this thing is rocketing.

SolEth - .023, up mega

Solbtc - .0012 up! We passed previous resistance at .001 i was watching closely and boy we are not stopping.

Well the theme of this episode has to address the overall upness of the market and just how pumped I am about it.

Huge pumps everywhere, with Sol outperforming everything on the way up, holding higher levels, and the cherry on the top is Bonk pumping over 2x as well.

It’s not ending. Yes there might be local tops and some pullbacks, but I think we are starting to the beginning of the bull run.

The timing couldn’t be better, it’s token season on Solana combined with Breakpoint coming up and tons of really good protocols humming along.

The protocols that I’m most excited about all have tokens coming as well.

Jupiter, drift, jito, kamino, meteora, margin, magic Eden, goose, isc have all had pretty serious rumors about dropping tokens and I’m here for it. I think Sol holders and all of us that have been here for years should be rewarded. We are the community and bring value to these protocols. Spreading that would be the most crypto thing. This is how Ethereum has always won, they get their users rich and they never leave. I am here for it.

Of course with all these great game changing protocols having really thought out drops, there are the memecoins with no thought as well. I’m seeing jeet, wen, and a whole slosh of other coins flood the market and why not. It’s fun, some of them do okay.

But I think the trash tokens are actually highlighting the insane difference between a token and all that Bonk has done. Bonk is built different and with a great drop to the community and integrations with almost all protocols it is the heart of solana. It was there for us on our darkest days after ftx rugged. It dropped on Christmas and Solana was like $8 and sentiment was trash. It was going to 0. I was sitting at my in laws and laughing at bonk and branche dropped that bonk was launching in degen mints and I aped some because I thought it was funny. I bought more because it was fun. Burning your bonk was hilarious. This was the start but they have continued to build this whole year. Great marketing, fun, and tons of use cases are all on the back of this rally and it feels good.

If you’re in nfts, pivot to defi.

NFTs are doomed. Everything is down mega. I’m not sure when it stops. But I can say what has worked in the past is holding quality nfts that will do well. Maybe adding a couple more that are super bleeding. The only project excelling during these dark times are the Quekz! That’s right, our ducks are the best ducks. I got some sick merch, the holders are absolute chads and it’s going to 10 sol and wouldn’t be surprised to find it at 100 sol. No one sells. It’s funnier if you don’t.

As far as other quality NFTs, I’d urge caution, but famous foxes look free, they have a ton of revenue and run time and aren’t going anywhere, smb gen 3 are free, Monkedao isn’t going anywhere either.

Empire pod and 1000x is maybe the best pod to think about the crypto markets. One of the hosts Jonah trash talked Solana and got roasted. Then they had Toly on and hes pretty onboard with Solana.

How to play the pump: keep an eye on SolBtc. I have the urge to take a little profits on the way up. But the left curve is to just stake and hold. i have most of my sol staked and will hold. But i will keep an eye on the price of solana vs Bitcoin. When it tops I will likely look at swapping over. Because when Bitcoin runs it runs.

Updated from breakpoint:

Armani and Tristan and the lads are releasing an exchange! A centralized exchange for the people. Super pumped, and they also released a mobile app.

Next breakpoint is in Singapore.

Fire dancer is officially on testnet and hitting 1 million tps! Eth teases solana speeds, while solana tests unheard of speeds.

Pyth airdrop is live.

Squads is releasing a wallet called fuse wallet that’s a multisig and super user friendly.

AWS releases node runner.

anyways sorry for the late episode, everything was pumping and I couldn’t even keep up with the news. It’s Halloween, get those pumpkins carved and enjoy some gains.

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As Barry Silbert used to say, it’s gonna be a big week. A big week because the SEC is not going to fight GBTC’s application to convert its trust to an ETF.

Sol price: 23.72 up over 10% in the last week and outpacing Bitcoin.

SolEth : .0151, up 8 percent on the week. Eth looking terrible, narratives are lacking.

SolBtc up 4%. We like it. And I will dig into why.

ETF Fake out on BTC and we all pump while the shorts get wiped.

MetaMask down.

Saga displaying pmf with a decentralized App Store built into the phone where Apple or google can’t sensor apps.

Degen Dad's in the building, loving what they are doing.

Seems like nft mints and presales are back? I’m unsure if they are profitable, but my guess is the front running of breakpoint and I’m excited for it.

Cypher protocol coming in hot with an IDO next week. Excited to see how it goes. It was hacked, but could also be the start of defi 2.0.

Sollinked.com - so freaking sick.

https://app.sollinked.com/solanaweekly

Drop me a line on there and I’ll give you a shout out.

Aperture Ai explanations on a block explorer.

Flipside crypto- just started digging into this, but looks like a sick platform to analyze big data sets. I use looker a lot and will be using this more.

Wash trading - stocks 1 month, crypto 0.

Moral imperative to get the fcking money. I see staked sol, ducks and monkeys as the way to get the money.

As always, thanks for joining in!

-Thomas Bahamas

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What’s up everybody! This is Thomas Bahamas and you are here for another episode of Solana Weekly. I’m here to uncover the alpha, break down what's going on, and try to figure out where Solana is taking us. We got wars, we got taxes, and we got Breakpoint coming up.

To the market:

Sol Price 22.19 - fairly flat, down about a dollar.

Sol Eth - .014, still fairly flat. Lot of talk out there about eth not having the narrative these days.

Sol BTC - fairly flat as well, but it looking bad.

We got breakpoint coming up end of the month and I’m expecting a sol pump and some sick new announcements.

War - expectation of coins going down and all risk assets are rocky. NFT's and niche alt coins aren't the safe haven needed, but are still doing pretty well. But this could be the inevitable push to get the fed to start printing and we see the start of the great bull run of all assets before implosion, and it's a mess.

Arthur Hayes on the Impact Theory podcast, insanely good breakdown of macro. Not into the impact theory, but when Arthur's talking, I'm listening. I heard some very similar ideas on Hidden Forces as well, and it goes into just how the bull run for crypto and most assets begins when the money printer gets turned back on.

Information inflow management - I have to constantly check myself and realize who I’m taking info from. The whole NFA not financial advice thing is hilarious. Think about who you are listening to and who helps you think more clearly about markets. Don’t give your fav nft influencer credit for being a macro genius and a war expert, there are a lot of people who have dedicated their lives to that. I also think it would be hilarious to pick your brain and think about why you bought something and if it was an influencer that you wouldn’t take advice about anything on.

Socialfi is stupid and it's a circle jerk for crypto people.

Two main additions to sol with Friendzy.gg launching chat and hub3 launching.

I think Friendzy has more potential for Solana because of the bonding curve not being as aggressive. On hub 3 the pricing increases significantly, like a friend tech. Solana people are cheap. Me included.

Avax’s friend tech competitor stars arena was hacked twice in a day and drained for 3 mill. We get reminded of the douchey founder emin gun by him saying it’s not big. We should also remember he hired a law firm to sue Solana labs.

Taxes: I did it, I paid Crypto Tax Made Easy to fix my taxes for the 2022 year. He brought 36k in gains down to 6k. I have the netrunner nft and used their platform but I didn’t like it. So I used the website crypto tax calculator and imported my wallets and exchange transactions. It was a mess with 12k transactions and they were all labeled wrong and it scared the f out of me. I knew it was wrong with giving me huge gains on stable coin swaps and no cost basis, but I also didn’t know how to fix it. The platforms aren’t there. It was like $600 to import all those transactions and two g’s for him to do all the work, but the peace of mind knowing that I don’t have a 36k tax liability hanging over me and the potential for the irs to come after are more than worth it. I love crypto and want to keep this as a positive impact on my life so I think it was necessary. I also f’d up and sold a bunch of eth and btc on Blockfi and there is no way that those transactions aren’t going to the irs. My new rule is to never do sales on exchanges. Exchanges are for stablecoins and on and off ramping only. It’s free to on-ramp, the execution and swap costs are better on chain anyways, and the reported gains aren’t accurate yet. So there is NO benefit for me.

We need large audiences and bringing in new people.

So far all it does is make a better circle jerk for us crypto peeps.

This does nothing for our space but let us gamble more. Not improving anything.

The whole purpose of using social media is to bring in outsiders to crypto. Think 2017 bull run and how insane twitter was. I even had people shilling lite coin on my Facebook feed. Pomp would get on the news and everyone would go crazy. The positive memes resignated and brought people and institutions in.

We don’t have that anymore. Twitter is filled with crypto scam accounts that Normies hate, engagement and our feeds are trash, I have to go to private chats to see the quek tweets.

None of these protocols are optimizing for the right thing which is getting outsiders in. No one is paying 5k just to hear market analysis from someone that larps as a car on Twitter, no one is bridging to Avax to buy your keys because none of that fixes a problem for Normies.

We need to clean up the crypto scams collectively and get out of our own little bubbles. Find a way to build on x to make things better. Use the tools they provide like community notes and reporting accounts tagging people.

Other fun stuff: breakpoint is coming!

I got some Quek merch, it’s sick.

MadLads coming with some sort of announcements. Huge update on backpack where you can easily lock your nft in your wallet.

SMB gen 3 continues to go down. I am tax loss harvesting the ones I bought after mint and buying borderline grails for under 10 sol. Outlook isn’t great but I need more losses to offset gains and I don’t bet against the monkes.

I think defi is continuing and not going anywhere. Had a dream that drift dropped a coin and became the biggest defi protocol ever. Honestly it could happen, it’s that good. Yes it’s got perps, but it’s got Lend, borrow, earn, swaps, and everything

Is so clean.

I appreciate you all tuning in and would like you all to think twice before spreading any fud, fudding is easy, finding positivity and spreading it is hard. Hard but positive.

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What’s up everybody! Welcome back to another episode of SOLANA WEEKLY! I'm your host, Thomas Bahamas. After a short break, we're diving back into the world of Solana with some exciting updates and insights.

Highlights:

Solana Price Analysis: Currently at $23.95. We witnessed a sharp rise from just under $19, aligning with the broader narrative.
SolEth Performance: A remarkable rise of over 20%. This surge is significant, especially with Ethereum's recent news about the launch of a futures ETF and Grayscale's application to transition ETHE to an ETF. (Side note: Not a fan of Grayscale!)
Sol BTC Update: We're seeing a notable uptick, and it's impressive given Bitcoin's strong performance.
Token Talk:
SPL/S**t token season: How do we navigate this?
Mentions: Bonk bit, OPOS, Bonk, Bern.
Social finance updates: A slowdown in Social fi, with Friendzy hitting a pause.
Friend tech's vulnerability to sim swaps: A reminder to secure your 2FA on Twitter.
Quekz's momentum and the prevailing narrative around Breakpoint.
DeFi on Solana: Despite the token's price being 10% off its ATH, TVL has reached new heights.
Alt L1's: A surge in mentions of Sui, Aptos, and even Avax. While we might see some short-term gains, the long-term prospects remain uncertain.
Tax Talk:
The looming threat of regulatory capture and the potential risks associated with it.
The importance of accurate tax reporting, especially with platforms like TurboTax moving towards crypto support.
Personal note: I've decided to engage 'cryptotaxsucks' on Twitter to review my 11,000+ transactions. It's an investment in peace of mind and ensuring compliance.

Join us for all this and more on SOLANA WEEKLY. Stay informed and stay ahead!

The Dramas of Thomas Bahamas

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What’s up everybody! This is Thomas Bahamas and you are here for another episode of Solana Weekly. I’m here to uncover the alpha, break down what's going on, and try to figure out where Solana is taking us. Solana is gaining traction with it’s partnerships with Shopify, Visa, and a recent SVM rollup launched on Eth and the timeline has been insane.

Sol Price: $20.16 and holding steady. Strong week for Sol. Up 9.51% on the week and looking juicy af.

SolEth- .01240 This is what I’m talking about with an increase of 8.3% and a heap of fud coming out of the .eth’s because of it. We love to see it.

SolBtc - Up baby, up 9%.

To the market:

Overall sentiment seems to be altcoins bad, btc to run this show?

Still think solana holds vs btc but the timeline thinks otherwise.

Bankless bros are starting to fire back after getting ratio’d over and over.

Think this is only the start.

FOMC release today expected to not raise rates.

NFT’s seeing more traction, SMB’s over 100!

FriendTech is pumping and going crazy. I

Qualifications for a podcast. I

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What’s up everybody! This is Thomas Bahamas and you are here for another episode of Solana Weekly. This is episode number 42 and that is significant because if you have read “A Hitchhiker’s Guide to the Galaxy” you would know that this is actually the answer to everything. I’m here to uncover the alpha, break down what's going on, and try to figure out where Solana is taking us. Some of the highlights of the week were a pretty major crash across the market, Visa releasing their research into why they chose Solana for settlement, and NFT’s are starting to show some light at the end of the tunnel.

To the market:

Sol Price: $18.41 and looking like it wants a little higher. We caught a major drop from 19.30 to 18 and it didn’t look pretty. We saw frontrunning and massive short interest from all sides after seeing FTX amounts of SOL that could be unlocked. I think most of that was overplayed and the dumping will take place over months and it won’t be a massive drop. But still the market doesn’t look great and I wouldn’t be surprised to see it hit $14 or $25 next week. Short term we will keep seeing volatility both ways, long term we go up.

Breaking news, I just heard from my intern, assistant, and maid that we have wicked down to 18 and we need to look into buying the dip.

SolEth- .01145 with a decrease of 5% on the week. Not bad considering Sol dumped before ETH did. My money is on Sol outperforming ETH throughout the year. I bridged some ETH over to SOL and placed bids with it on SOL if we do dip more. I figure it’s time to up the size a bit.

SolBtc - down 11% on the week. This is bad, Bitcoin performing as it should with being more of a store of value.

Visa settlement on Solana and they released their analysis. This is huge because it’s an independent analysis and validates all the attributes of the network that we’ve been talking about. They went through a ton of research on different blockchains and Solana was a clear favorite. Some of the best were the 400 ms settlement time, interesting Polygon was 20 minutes, the low cost of transactions and the fact that the transaction cost doesn’t fluctuate over time, and that it’s the best suited chain for payments. We like this, and Solana didn’t pay for this, they chose Solana.

MetaMask has support for Solana! The best wallet in crypto released a new feature called snaps. With this, it allows it to use other blockchains and integrate with other wallets. For Solana you can basically link a MetaMask with a Solflare wallet. Then you can bridge back and forth very easily. Also native btc and other chains. But this is a pretty sick development. Manage your money from MetaMask while you adventure into the wild world of Solana. Big for eth to sol adoption. How much adoption can we expect? We’ll see, it’s my belief that eth community already joined in and most got burnt and went back to eth. Kind of similar to bitcoiners moving to eth and losing money to scams and ico’s in 2017, then calling all coins other than btc an alt coin scam.

But this might give them another reason to revisit and make that journey easier. Removing the friction will always be good.

Solana tanks. FTX threat of selling is looming and the timeline is miserable.

NFT’s and joy. Small increases in nft prices around and I’m liking it. But what I want to talk about is the NFT’s that I buy that make me smile. My favorite is the SolSunsets project and I just added another. They are so well done, perfect twitter banners, and just brings me joy. These are the projects that I recommend you buy. Who cares about the chart, who cares about the roadmap and utility, the core of what you’re buying is the nft.

A tale of two extremes of the nft dao spectrum.

Quekz - quektator, impulsive, owner, rules with iron fist, makes changes on a whim, doesn’t care about governance or actually really want to interact with most holders haha. This is super appealing because I actually don’t really care about the day to day either, I just want to laugh and have fun.

Smb - oh boy. DAO, votes, vote proposals, weekly meetings, constant bickering, it’s very tiresome.

Magic Eden hinting at a token drop and people are trying to farm gems or something. Cant tell if this is a last cry of hope for them or if it will be successful. Tensor has eaten their lunch and have been public about their rewards, token drop, and their platform is a revolution.

Speaking of airdrops, I got one for Alldomains, the other name service provider on Solana that hosts the .monke or .bonk addresses. Bought some more on the side because I saw it pop up on Bonkbot in Telegram, but the liquidity isn’t there, I even am providing some liq, but it’s not helping haha.

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What’s up everybody! This is Thomas Bahamas and you are here for another episode of Solana Weekly. Here to drop some alpha on what's going on and where we're going in this crazy space. It’s been a hell of week again with the bears showing their faces in full force and adoption for Solana showing it’s face with Visa starting to settle with USDC on Solana.

To the market:

Sol Price: $19.69 and climbing like crazy.

SolEth- .01192 with just a tiny decrease on the week

SolBtc - flat.

To the news:

Booz app- adding a backend to a solana based decentralized marketplace for whiskey. Pretty huge, the owner is in our Solana Wine Snobs named whiskey titan.

Visa! Visa is using usdc on Solana for settlement.

Base goes down and Solana remains unaffected.

Ftx gonna sell 1.5 billion of Solana.

With that the bears are here. In full force. Everywhere, can’t avoid them.

Still bullish af on the monkes and Nom running it, but it’s rough.

Back to the bears:

If you think it’s going to zero then just leave and buy gold or something. If you believe in crypto and Solana’s place in it, this is where you buy and have a stack on the side if we dip more. When it becomes the norm to be bearish is when you should be the most bullish.

Flatcoin talk

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What’s up everybody! This is Thomas Bahamas and you are here for another episode of Solana Weekly.

Sol Price: $20.80 with an overall decrease of 2.89% on the week.

SolEth- .0122 with just a tiny decrease on the week

SolBtc - A small decrease as well, pumped about this one because BTC is back.

More on BTC:

NFT's still aren't moving.

I don't really know what saves NFT's at this point. Need a major catalyst and some energy in the market.

Pricing talk - you can't think of an nft at it's ATH.he asset at it’s current value.

Social - Solarplex tipping is enabled, vibes are flowing, I’m loving. I get an NFT a day and it’s all our favorite Solana folks on one platform.

Kamino - Durden on Twitter broke down the apy on defi yields on Kamino with Impermanent Loss included in.

Hawksight

Bonk staking

Bonkbot - worth it? maybe, not for me.

AssetDash - Best portfolio manager, worth checking out, they give out rewards daily even if you don’t hold their NFT.

Finish with some stablecoin chatter.

USDC on Solana is the future of payments. 400ms to finality and native to Solana. There is no second best and it’s only betting me more bullish on the future.

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What’s up everybody! This is Thomas Bahamas and you are here for another episode of Solana Weekly. Here to drop some alpha on what's going on and where we're going in this crazy space. It’s been a trying week where it seems like there is just no bullish news. These are the best of times to buy, but the hardest of times to actually pull the trigger. Excited to dig into it and let’s focking go.

To the market:

Sol Price: $21.43 with an overall decrease of 8% on the week. We don’t like to see that, but we’re in a recovery from dipping under $20 yesterday so I’m ecstatic about this move up haha. Whole market looked like it was tanking including Bitcoin and the doomers and bears were out in full force giving us their graphs of how low we go. Well I spent my time loading up on longs, so suck it bears.

SolEth- .01278 with a small decrease of 1% and nothing meaningful to gain from this really. Everything tanked, Eth looked real bad.

SolBtc - Also staying pretty flat.

To the news:

HNT on Drift.

I got a Fock It Shirt, it’s Mad, I’m wearing it now, LFG.

Solana Pay on Shopify, I think this is huge and we should get a bounce for it.

Blaze airdrop has begun, and with it the bSOL token is getting something like 15% apr.

Friend.Tech is taking over all of crypto and is bringing social fi back.

With this we are seeing Solarplex launching on Solana and I gotta give a shout out to Solcial, kind of like a bitclout like product where people buy your token for a follow and tier 2access. These have huge potential and are fun. Solarplex is like all of Solana Twitter.

NFT's still down while ducks stay up, 20 ducks for private Telegram and whales don’t sell.

SMB's sitting around 8 sol, think it's good value.

My man Bully Esquire had a great tweet where he said with the adoption of Layer 2's on Eth why are other L1's even necessary.

We need to be able to answer this question clearly and concisely, without the technical jargon and hopes and dreams of a bagholder attached to it .

The answer, most aren't.

What other L1's are necessary for is what can't be done on Eth L1 or L2's.

The two most popular answers are DePin and Compression.

DePin - Decentralized physical infrastructure is Helium, it's a mobile network incentivized through a blockchain that HAS to be as fast and cheap as Solana or it won't work.

Compression - NFT's can be compressed so well on Solana that you can give an NFT to a brand new user for free. Drip.Haus does this. You don't have to pay to get the NFT.

Also the core of the question is a bit flawed right. The goal for Ethereum with L2's is to scale a decentralized network which means increase both speed and decrease transaction costs for the masses. This goal is not there. This goal is what Solana is right now at this moment. So other L1's are necessary because they are brining about the new paradigm where cryptocurrencies can scale and be used for non crypto native users.

Eth will never have that.

Other than that I saw some bearish posts on DeFi and how it hasn't actually been that successful. We saw Balancer get compromised and the only profitable Defi players are the hackers at this point. So I'm cautiously optimistic about Sol Defi. We saw Cypher get hacked and I just don't want to deal with all the extra risk at this point. So I pulled my Margin lends.

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What’s up everybody! This is Thomas Bahamas and you are here for another episode of Solana Weekly. Here to drop some alpha on what's going on and where we're going in this crazy space.

Sol Price: $23.33 with an overall decrease of 4.3% on the week.

SolEth- .01285 decrease of 1.8% and nothing meaningful to gain from this.

SolBtc - Also flat on the week.

News:

tBTC officially launches on multiple chains and I’m hoping we get more liquidity on Solana from this.

L2’s vs Solana battles keep heating up.

Helium launches a $5 mobile plan in Miami.

NFT’s - man we’re down bad. S

But during all this struggle we are seeing one gem stand out. That’s right, the Crypto Duck Punkz are thriving.

A trade idea

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What’s up everybody! This is Thomas Bahamas and you are here for episode number 37 of Solana Weekly. Here to drop some alpha on what's going on and where we're going. This was another crazy week with one of the leading Defi protocols on Solana getting hacked, Tensor launching their NFT project and Rollbit sending to the moon. Never a dull week and I’m looking forward to diving in.

To the market:

Sol Price: $24.38 with an overall increase of 5% on the week. Not a bad week with a good push in the price action starting yesterday. We saw a low of just under 22.50 and a high of almost 25, so not that much volatility and I’m hoping we continue on the upside.

SolEth- .01305 with an increase of 14% on the week. Eth acting like a stablecoin these days. Doesn’t dip, doesn’t pump. Hearing more of their deflationary narrative and how people aren’t ready for a token that burns itself, and a talks of and ETH ETF if BTC get’s one through. So yea I’ll take a 14% gain vs ETH.

SolBtc - flat on the week. Interesting here, we’re keeping pace with Bitcoin even when Eth underperforms. I’d like to call that bullish but we’ll see.

Gambling vs investing long talk.

As we see Product Market Fit in Rollbit while I miss the pump and sit on the sidelines, we've gotta have the gambling talk. PMF in crypto has always been gambling. Gamblers are willing to take more risk on risky platforms and have likely been burned a bunch prior to their entry into crypto. This is how I got here, online poker sites weren’t keeping customer funds separate from operational funds and ended up going bust and taking everyone’s money. Crypto solved this. Also to get funds on was dicey. I’ve bought phone minutes that transferred to Party Poker, I’ve had random debit cards I could only withdraw so much cash on, I’ve received faulty checks from Asia, I’ve even transferred money at a Western Union in a grocery store to load up my account one time. All these were BS and bitcoin fixed all the problems. Now add in the everything casino and we have gamblers all over the place. I think that this is some of the underlying problems were seeing in the markets, and I think that SOL’s unique properties highlight this much better.

What does that mean? That means you can utilize basically 0 transaction fees and feed the gambler in you. Mint coming up? Max mint, dump any NFT’s that aren’t rare. You can do that profitably on SOL where it’s too expensive to do that on Eth. The meme of listing just under floor is real because a small loss on 5 NFT’s while given the chance to 10x on one or two is a gamble a lot are willing to take.

So where does that leave us? With a lot of gamblers in Sol, and even Eth native people using it as gambling to get in and get out. Where Eth has more of a forced investment due to fees. I don’t know how we get out of that, but it is and will always be an important narrative with crypto. Rollbit moving to Eth seems like it’s bringing in more people to the table and this thing is going uponly.

With that in mind I think it’s important to try to figure out investments that aren’t a gamble. Minting most NFT’s are a gamble, but if it’s from a top project in the space? Might be out of the gambling range. We need to look at tokens and nft’s that will increase value based on usage of protocol’s.

I think we get out of the gambling range and move to investing to make continued gains. Buying and holding good projects has always been the way to make money. Take some swings, size appropriately, and put a long time frame on it. With willingness to add to the position. DCAing is a solid meme because it typically works. I like a good gamble as much as the next person, but my expectation isn’t that I’ll get rich off it, that’s where investing comes in.

Cypher hacked to the tune of 1 million. Devastating blow to Solana defi, but powering through.

Tensorians - launched and crushing. I imagine this goes up only, it’s the flagship product of the flagship nft marketplace on the chain with the most nft activity. Feels like a smooth brain play.

The 6 month investment thesis

Betting on the DePin decentralized physical infrastructure network and HNT.

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What’s up everybody! This is Thomas Bahamas and you are here for episode number 36 of Solana Weekly. Here to drop some alpha on what's going on and where we're going. This was an insane week in the EVM world and it looks like Eth Defi could just all implode. But we’re still thriving in SOL and got a lot to go through. I’m going to get into some moon math and see if the Twitter consensus of Sol hitting $500 in 2025 has any real chance of happening.

Sol Price: $23.11 with an overall decrease of 7.26% on the week.

SolEth- .01143 - with an overall decrease of 6.42%, WHY IS THIS HAPPENING TO US?

SolBtc - down 4.6% on the week. So down vs the market and we hate to see it.

Alright let’s get to the market and to some moon math.

The Solana narrative is here and everyone seems to be on board with Solana, many seeing it hitting somewhere around $500 by 2025 and let’s see how we can get there.

BTC Halvening

I think the Halvening, combined with the ETF narrative could be huge.

Eth moon’s, Solana gains. The .1 narrative that Z has brought up. BTC goes up, Eth goes up, Sol goes up is still in play.

These are all pretty moon mathy scenarios, but all have potential.

A touch on some other news:

bSol - airdrop szn has begun

Kanpai pandas dropping soon on Solana. Think it’s huge because it brings eth to sol.

Raffling Rolex’s on Famous Foxes Raffles - insane.

Bonk - SVBonk, some sort of lottery ticket scheme, someone took down 50k.

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What’s up everybody! This is Thomas Bahamas and you are here for episode number 35 of Solana Weekly. Here to drop some alpha on what's going on and where we're going.

Sol Price: $24.92 with an overall decrease of 6.7% on the week.

SolEth- .0134 - with an overall decrease of 4.35%.

SolBTC - Flat!

Drift building more.

I got my New Sim Card from Helium and am pumped to test it out for my one month free.

NFT’s have kind of stalled and aren’t dumping as much. But it’s not looking pretty out there, thought I’d do a best of list.

Best marketing and hustle during this downturn: galactic gecko’s.

Monkey baby business - best discord in web 3. It’s massive, there’s something for everyone.

Smb- best dao and best business.

Other changes is that telegram copy pasta’d a lot of discords features and some projects are moving over.

Cyber sam’s have a telegram and continue with the sick alpha.

The crypto duck punkz also have some telegram groups and have a strategy of convincing key players in solana to change pfp.

Crazy Eth coins - hamster racing etc on eth. It’s like anything they can do to make money.

The EVM landscape vs solana.

Marginfi raised limits again and almost instantly a lot of the pools filled up. They are crushing, points are flying, I'm hoping this is one of the narratives flying.

Good applications: I've been dabbling in Sol City Poker, and it's fantastic.

That’s what we’re looking at and thank you for joining in!

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What’s up everybody! This is Thomas Bahamas and you are here for episode number 34 of Solana Weekly.

Sol Price: $26.72

SolEth- .01401 - with an overall increase of 17.73%.

SolBTC - up 24%!

With the increase in Sol Price, we have to unfortunately AGAIN talk about the underperformance of NFT’s.

One NFT that’s catching some steam is our good old friends over at the Crypto Duck Punkz. We got some sweepers sweeping, we got Dudas tweeting, we got memes, are we back? Maybe. Still like the idea of a project that has no utility and is super fun. When the shoe’s come around it’s a blast, otherwise it's kind of a ghost town.

Release of Neon and Solang bring solidity and evm to Solana! Pretty huge.

Defi Continues to crush.

Superstake - clean easy financial products on top of defi. Think this is the future, keep the dirty stuff on the back end.

Marginfi crushing - over 20 million lent

Trying to find the perfect long term portfolio plays. Lst’s remain high.

My favorite story in the crypto news lately is the Ben McKenzie anti crypto arc. It’s amazing. Yes the guy from the OC, yes he has a book, yes the story is absurd and he looks like an idiot.

Taxes - no one wants to talk about them in crypto because they are a pain

President debates are heating up and crypto is on their mind. Rfk jr looking at both holding btc reserves to back dollar and remove the cap gains tax. Desantis rages against CBDC’s, and I’m expecting a lot more of this.

Lightspeed has been released, just listened to a great episode of the Cove with Austin on, the podcasts are so back and I'm glad that I can get the alpha from them.

I’m also reading a book titled “You Will Own Nothing,” by Carol Roth which is fantastic.

Anyways that will do it for this episode of Solana Weekly. Looking forward to what else we can drum up this week and hope you are all enjoying yourselves as much as I am.

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Solana Summer is here!

Sol defi 2.0

Sol Price: 22.40 - up 20%

SolEth - Up 21%

SolBTC up 18%

Tokens up, NFT's down.

tBTC coming to Sol.

Airdrop sZn and how to get some.

Threads coming to take your chick.

Social media and constant attention on Web 3 gets you no where.

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What’s up everybody! This is Thomas Bahamas and you are here for episode number 32 of Solana Weekly. Here to drop some alpha on what's going on and where we're going.

Sol Price: $18.69 an overall increase of 15.5% on the week!

SolEth- .00980 - or an overall increase of 11.76%.

SolBTC - up 15%!

Airdrop season coming to Solana

Bought a cyber frogs and one of their ordinals.

Ordinal fud

Nft fi- is it the payday lending of web 3?

Smb gen 3 - barrels were minted, I got 0/10 barrels from my tickets and 80k total were bought.

Prime trust went under. They were a banking partner to many crypto companies.

Got a bonk shirt.

Still waiting on my Helium 5g Sim Card to test out my one month free with my Saga.

Trading view has a 50% off discount and free month of premium, worth checking out.

Wallet safety PSA

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What’s up everybody! This is Thomas Bahamas and you are here for episode number 31 of Solana Weekly. Here to drop some alpha on what's going on and where we're going. We have kind of flattened out as far as price action goes, but we’ve got some NFT action going on. I spent my morning trying to mint Gen 3 SMB’s and failing. I’m going back after it a little later today and I’m all jacked up.

Sol Price: $16.18 - down from 16.91 and about 4%. Overall I’m okay with it We didn’t fill the gap to 23, but we also didn’t dip from massive amounts of Robinhood dumping. They had millions of Sol and were to dump it, we remain unaffected. The outlook on sol long term is real good and the value prop has never been clearer. The price is still not reflecting it. I’m okay with it.

Sol Eth down 4% to .00877 and Eth continues to hold strong. We just can’t catch a break against our friendly foes in the Eth community. I can’t mention Eth without bringing up the Azuki fiasco. One of the top NFT’s in their community, they dropped a gen 2 and raised 40 mill off of it. The kicker, it’s almost the exact same art. The second kicker, there are a bunch of twins in the set. Disaster, but also highlights what’s only possible on Eth, 40 million raised in minutes. So much money there it’s crazy. Think of this when people start realizing the benefits of Solana.

Sol BTC - continues to bleed on this. Saw a comparison of solbtc to eth btc, back when Eth almost died, it hit something like -97% vs btc, we’re at like -95%, if history rhymes, we could almost be at bottom.

Gen 3 baby! The SMB mint to unlock the IP and take over the world.

Two main topics

Lending - both nft lending and centralized lending

Investable digital assets vs usable digital assets

Merkle tree - is a cryptographic hash that is used to verify the integrity of a set of data. In the context of Solana NFTs, a Merkle root is used to create a compressed NFT.

A compressed NFT is an NFT that stores its metadata within the ledger, rather than in a separate account. This reduces the storage cost of NFTs, while still maintaining their security and speed.

Another thought I had is that im going to embrace web 3. I’ve been pretty pro crypto over web 3 because it’s what the og’s use but I’m over it. The web 2 guys coming in seemed to coin this term and it got super cringe, but I think it’s actually really good. Much better connotation than crypto.

I hear crypto I think super shadowy coders in their parents basement.

I hear web 3 and I think NFT’s and defi and fun ways to rework the way we view assets and the internet.

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What’s up everybody! This is Thomas Bahamas and you are here for episode number 30 of Solana Weekly. Here to drop some alpha on what's going on and where we're going. Where we are going is up and I’m hoping this trend continues. We’ve finally got a positive narrative leading to positive price action and hot damn it’s about time. It seems like all the regulatory pressure is being followed by tradfi making their move.

In this episode I cover:

Solana Price and relative strength. (It's up!)

Solana Outperformance in NFT's + Defi highlighting Drift and Tensor.

Bit Dudes.

SMB Gen 3 drop dates.

The start of Solana Summer.

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What’s up everybody! This is Thomas Bahamas and you are here for episode number 29 of Solana Weekly. Here to drop some alpha on what's going on and where we're going. I apologize for the terrible audio last week, let’s see how much better this one is. I think the theme of this week is FUD! With the timeline down bad and the vibes even more down bad, the SEC calling Sol a security, bags being dumped, we’ve achieved max fud. I think it’s a good time to take a look at our convictions, and then make sure that our risk profile is in line with how we think things will play out.

Sol Price: $14.95 - down a total of 27% from 20.68, we’re down bad. We took a hit and it’s a direct response from the SEC actions. Whether it’s big firms not willing to hold riskier assets, or market makers not willing to stay in the market, we had a massive sell off across major alts. I believe $5 billion of value was wiped in a few hours. The majority were the assets labelled securities in the Coinbase and Binance lawsuits which makes sense.

sol Eth: From .01107 down to .00859 which is down 22.39%. We are seeing Eth move from an alt coin to a major. It will likely not be called a security and this should have positive effects across the board, but we are seeing why that is important. It held it’s value really well, while we see the dip. There is more upside with Solana, but there is more risk and we see that on the downside.

Sol BTC: .0005755 down a total of 24.58% and is not great. Will this chart ever turn around? I don’t know, I keep calling for it, but we continue to go down. My guess is BTC might actually have a pump before Sol, so it might be a good time to have a bag. I don’t like it, but it might be the way.

From last week we continue to see the SEC and Binance and Coinbase fight publicly. The difference that I’m hearing is that Coinbase is in a much stronger position. They will likely have some large fines to pay and will continue to operate. They also continue to have the tokens deemed securities listed on their exchange. While Binance has much more serious allegations against it, from comingling funds to supporting terrorist funds, they have a bigger fight on their hands and they will be shutting their doors to the US.

Flight to BTC - many projects up and leaving Sol for BTC, I think it’s dumb. The experience is so terrible that it might feel fun at first, but it’s really not.

XRP - The Ripple case is upon us and everyone seems to think it is one of the last things that can save us. They released some Hinman files, and all it appears to have is discussion on how ETH wasn’t deemed a security a few years ago. Everyone wants an easy solution out of this, and I just don’t think there is one. Ripple is literally the worst example of a cryptocurrency and rallying behind it feels like a sham. It’s basically a token that allowed the founders to dump it on retail and take billions off the table from it. They have bot army’s, and have a warchest from dumping on retails for as long as they’ve been around. Their use case: settlement of funds. EVERY crytpocurrency does this! It’s bagholders that got rekt and are hoping for a way out. The absolute worse case scenario for Solana is turning into bagholders without any real use cases. It is my opinion that we’re building so many use cases right now this will never happen, but still.

There is a bill to fire Gensler, and I’m all for it, I wouldn’t bet on it passing though.

Sol Beach bum with another banger thread on value accrual:

https://twitter.com/solbeachbum/status/1668600382547718146?s=46&t=uc83EyjkPaOcRgJ63RUtbg

It’s funny, because you can take the value prop of any big crypto, Ethereum in this example, and play that out with Sol. The value proposition of Ethereum isn’t unique, it can apply to much more, and a more useful chain could get more value out of it using their own models for appraising value.

CPI came it at 4%, under expectations which is great, and the stock market got a rally. Crypto did not.

Overall the outlook really isn’t great for the short term. It’s time to prep for the worst, but position yourself to take advantage of mismatches you see in the market. While the price of Sol has dipped, NFT prices haven’t shifted at all. If you have stables around, you can buy into blue chips for a 30% + discount. I didn’t even really bring up NFT’s because it’s not where my mind is at, their value is tied to the value of Solana. I’m still convinced that we see Solana go higher and now is the time that our conviction gets tested. Solana is for the users and is the only blockchain you can actually use right now at a reasonable price and speed. Stay safe out there and let’s stack some cheap coins while we can. Think long term, leverage isn’t needed, but conviction is.

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What’s up everybody! This is Thomas Bahamas and you are here for episode number 28 of Solana Weekly. Here to drop some alpha on what's going on and where we're going. I think the theme of this week is holy s**t, the SEC is coming for crypto. Full force attack with them bringing up charges against Binance and then Coinbase. It's time to be careful with your coins folks and we will plan on digging into this more. Let's move to Solana and check out the volatility:

Sol Price: 20.23 - down a total of 2% from 20.68, and it’s all over the place, so much volatility I can’t even get the price right because it keeps changing. We’re getting hit with the FUD from all angles, with the SEC calling SOL a security, and now we got Jim Cramer calling it a counterfeit coin. We stay bullish long term, but it’s all over the place right now. Breaking: had to delay this because Sol dipped almost two dollars to $18.50 while I was trying to record and had to hit that long button. Pls recover, looks like it’s starting to and we’re back at 19.

Sol Eth: .01039 down from .01107 which is down 6%. Was listening to DonAlt give a breakdown and he is basically saying all you need is Eth, it’s the only coin showing strength in the market and looks good vs BTC. If you look at the chart it has held up well and as we see Sol couldn’t hold on as well.

Sol BTC: .0007253, down from .0007631 down a total of 5%.

Overall the markets tanked and recovered pretty quickly. The news cycle lasted super quick as usual and rather than let the lawsuits get in the way we saw Coinbase go on the offense start tweeting their side of the story out. I'm not sure that was what did it or if people just saw a dip and went for it, but I'm glad we recovered and the volatility is back. Kind of feels like it’s just hanging on and people are degening.

Let’s get into the news of the day.

Seems like the entire Solana twitter ecosystem including me is shadowbanned, so that’s interesting.

The turtles were doing some new launch and the whole contract was compromised, and turtles were on the loose! I think it’s under control now, but gotta be careful out there.

Zero monke business continues to moon, around 30 sol now, the Bitcoin ordinal project he did is over 4 Bitcoin, so it is still free. Crazy to see the price differences haha.

It also appears that Bern and Token 22 was integrated into Jupiter and we got a +90% wick from it. That other exchange Fluxbeam was bad and no one wanted to use it.

The SEC started off with a Binance lawsuit on Monday, and yesterday even went as far as to seek a temporary restraining order to freeze Binance US assets. Kind of insane they are going this far. With this enforcement action we are seeing a run on the bank on their exchange. Only problem is that as a crypto exchange they hold all the reserves and are doing just fine.

The core of what they are going after is that they were accused of running an unregistered exchange, unregistered broker dealer, and settlement of those assets. Of course they included Solana in this which we are not happy about, as well as ADA, Matic, FIL, SAN, AXS, CHZ, FLOW, ICP, NEAR, VGX, DASH, NEXO.

My favorite part of this is that in 2018 they had a Binance employee say we are running a fking unlicenced securities exchange in the USA bro. Upon further reflection of this it was taken out of context and the compliance officer was actually making a joke and pretending to give an opinion of the SEC. It’s interesting to see the way that the SEC is approaching this because they aren’t just enforcing this in the courts, they are making their case in public with the court of public opinion. Is it the last ditch effort to get people while FTX and all the other class of 2022 scams are fresh on everyone’s minds? Probably.

Next day they go after Coinbase. The same type of charges and also bringing up their staking program. They also call Solana a security as well as other tokens. Notably both of these avoid Eth.

Overall take: We kind of knew this was coming, but damn. It's pretty intense. My first reaction was that this is bs and the SEC is overstepping, which it sounds like they are, but also there seems to be serious problems with Binance and there were no real differences between us and .com and they were actively allowing us residents on their platform and trading against them.

I'm glad the coins came back and we're pumping, but it almost seems like an all out war on crypto at this point. Coinbase has been the most compliant company in Crypto for years and often times made a lot less money because of it. So if they go down there is no real hope for crypto. They are standing up and taking the fight back to them and it at least appears as if they have a good case and we can get some sort of regulatory clarity out of it. It's hard to comply with rules that aren't clear and Coinbase has been toeing that line since it started. I have a soft spot for Coinbase because it was one of the only options in 2016 when I was just learning about crypto, and also I'm a huge fan of Brian Armstrong. We need America to allow innovation in business and to just shut down a massive growth opportunity seems like a losing bet.

I think we're seeing the tide shift in the public, we have two presidential candidates that have actively stated they are pro crypto and anti CBDC. The current administration stands for so many things that are just against what we need that there its not going to sustain.

I think this isn't the end of the fud, it always seems like it's over at the bottom and lets just hope that's where we are at.

I still think the political climate will end up being extremely bullish leading into the election year. The current administration must print money to make the economy look better to try to win the next election, while that's just going to be kindling to the fire on the opposition.

With that I'd like to say we keep our eyes on the prize and add to the long term stack. Get your coins off exchanges and self custody them.

I think the bullish side of this is that there are solutions popping up that do just that. I had a call with Ottr Finance and they solve for this. They are a self custodied Solana wallet at the core, but have so much more packed in it, it's like the coolest version of Venmo.

They offer an on and off ramp to your bank account.

They offer staking, buying different tokens, sending money p2p, sending crypto as a gift a lot like tiplink, you can have money deposited through direct deposit from your work (benefit here is it shows up quicker in your Ottr acct than bank account and you don’t have a crypto buying history in your main bank acct.)

Y axis podcast is live, the man, the myth Tristan is back from a podcast hiatus and interviewed Armani for a banger of a comeback. Forgot how good he was at this.

He released it onto twitter as a video and that seems to be the new platform for podcasts after Tucker Carlson released his first episode of Tucker on Twitter with over 30 million views instantly.

Lastly I’m going to finish with a crypto concept I just heard and haven’t heard in a while. Triple entry accounting.

Cryptocurrencies employ this system through their underlying blockchain technology. Every transaction on the blockchain involves an exchange between two parties (the double-entry) and is then confirmed and sealed into the blockchain, providing a non-disputable and transparent record (the triple-entry).

So essentially the block explorers that we all use like solscan, solanafm and etherscan are actually a crucial piece of infrastructure that show the competitive advantage of a crypto transaction vs a fiat transaction. Don’t believe me, you can look on Venmo at your dumb friends that publish their transactions in the feed and you’ll see a couple of their transactions. If you know their wallet address, you could see every single transaction back to when that account was created. This is a type of transparency that it unseen and is what protects us. None of this government protection has anywhere near as much protection as the block explorers do. All we need to do is use them, we just need to get everyone flipping jpegs to understand that’s just an entry to this beautiful web 3 we are building.

That’s it for this week, thank you for joining and hope to see you and some friends next week.

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What’s up everyone! Coming in hot with episode 27 of Solana Weekly and we are here to talk about what’s going on in Solana from the perspective of a user. Hope you all had a great Memorial Day Weekend, cause I sure did. We’ve got another fun week with a bunch of action in NFT’s, some airdrops, dog coin pumps, some volatility in the whole crypto market and I’m here to shed some perspective on what’s going on and see where we are going.

Price:

Solana: Sitting at $20.68 with an increase in 8.27% overall in the week. I swear it looked like it was breaking through this range and I was and remain super bullish. Solana is getting hard to avoid when you talk about crypto and has been nonstop delivering. Yea there is a large entity dumping Solana, but there is sell pressure on every coin.

SolEth: Sitting at .01107 and we have an increase of 3.5 percent on the week. This was looking real good and Solana was breaking out. It just couldn’t keep going, but I think it’s the start of a break through.

SolBTC: Sitting at .007631 with an increase of 4.6% on the week. Showing some strength. Is the end of this down only chart upon us? I sure hope so. The best part about this was that BTC was looking super bullish too, both showed strength, SOL outperformed.

Today is the release of BERN - a Bonkearn token thats a new dog coin. Highly anticipated, airdropped to Bonk holders and has taken up most of my time this morning.

What we know:

New token standard - 6.9% fee burning when selling. Forced hodl tokenomics.

Can only trade on a weird dex FluxBeam and I had a bunch of failed transactions this morning.

Some big sales of early holders.

I'm bullish overall and holding for a while.

It crushed my Bonk position, round tripped some solid gains. However this actually burns Bonk so it should be positive for the Bonk bags.

Meme coin season has gotten so out of hand, that this seems like a solid one that's creating some new use cases and tech on Solana.

IF we were to compare this to what's going on with Eth, this is real use cases where Ethereum folks are just sending Eth to people that posted an eth address promising nothing in return. I don't get it.

More of my bags talk:

SMB back over 200, moved to xNFT, Gen 3 teasers are looking solid and looking to be released early next month. Soon.

MadLads - holding steady, pumped and it seemed like the massive wall of AMM's was breached and sitting at 84.

ZMB - The Zero Monkey Business derivative project by uharefat or something like that is pumppping. All hand drawn, unique, tons of art respectors like them. I own some, they are pumping because he did the Ordinal Maxi Business project on Bitcoin and it's almost a 2 bitcoin floor. Cheaper access to the ZMB, sweeping and over 10 sol floor.

I got a Clayno! With my Saga i got a free mint and minted a sick charcoal clayno. Very excited about it, seeing mixed reactions on the timeline. On one hand i could dump it and pay for the phone, on the other hand I want to support the team that is making sick art, and promoting the solana ecosystem with this drop. I hold.

Famous Foxes holding steady at just below 60, seeing tons of action with their nft lending protocol citrus.

Also been dabbling in Sol City Poker's poker tables and I like what i've seen so far. Deposit USDC and you can play in a few seconds. The tables dont seem botted or filled with sharks either. Good vibe, and fun.

Asset dash launched their NFT and it sold out super quick, and I'm actually pretty bullish on Sol NFT's launching. We've got SMB Gen 3, we've also got Tensor's nft coming out which is art by Zenom, and he's also advising on SMB's so it's his time.

Some fun thoughts:

A Solana Weekly podcasts that looks at an hourly chart is hilarious.

Our corner in this space is small. There is finance, there is crypto, there is bitcoin, eth, then there is solana. Bitcoin is digital gold, Eth is programmable money, Solana is a blockchain built to be used. There isn't even a tagline or a single use case. Yes lightspeed, but we're still seeing what exactly a superfast, highly programmable blockchain can build. Some of the most exciting are what I try to highlight. Bonk being distributed to over 450k wallets is something that can't happen at a feasible cost anywhere else. We have a freaking phone that stores our private seeds within the hardware. We have our very own Dapp store that doesn't charge 30% like apple and has crypto native applications in it. There are compressed nft's that you can mint a million for 10 bucks, not sure the exact application of this many, but you can do it. i had an idea that you could distribute text books this way, teacher compiles data that they want students to read, distributes them as a compressed nft. Get's rid of cost. Maybe have people pirate them first until it's big enough.

I think Tensor is actually one of the better examples of this. Two developers from Canada took on a Silicon Valley Unicorn Magic Eden and are winning the battle. Yes they took ideas from Blur, but what they were able to build is so much more than Blur, it's an exchange that exemplifies the speed, the programmability, and is unique in every way. I'm continuously blown away, every time I want something else it's there or it's a setting I didn't turn on.

But what we are seeing is the big swings that Solana is taking in the space. Some of the biggest problems are being tackled and that is what keeps me coming back.

Hope you enjoyed this episode of Solana Weekly, if you’re liking this show, I’d love a review on any podcast platform or even a DM telling me what you want to hear. This is Thomas Bahamas, and I hope you can get into that Bahamas mindset and ride this wave.

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What’s up everyone! This is Thomas Bahamas and you are here for Solana Weekly episode 26!

Solana Price - $19.10, down 7.7% from last week and looking like it wants lower. I’m going to get deep into why this is and why the sell pressure won’t stop anytime soon.

SolEth - Sitting at .01069, down 7.5% from last week. Eth not looking strong, but Sol looking weaker.

SolBTC - .0007293 - which is a decrease of 5.5%, Sol is not performing well and holding up to the rest of the market.

Why is Sol dumping you’re probably asking? Well we have major bagholders dumping.

https://twitter.com/solanobahn/status/1660465899995025408 Here’s a thread worth reading by SolanoBahn.

But in summary we have a super old wallet somewhat connected to FTX/Alameda that is dumping the f out of Sol. They had 17 million Sol and have dumped 7 million Sol of it so far. This is likely the “Wintermute Dumper” that has been TWAPing out of their position for months. They are the reason we haven’t had breakouts and it looks like the buyers at 20 have exhausted their willingness to defend it. Now we break down below support and they still have 10 million Sol to fire at us. Not great.

So short term it’s not looking great, my guess is we hit 17, bounce, then hit 13 in the short term. But all is not lost!

We’ve got a long term massive bull case for Solana thread, one that I haven’t really seen.

https://twitter.com/solbeachbum/status/1660604668332896258

Sol Beach Bum coming out with that fire. On it’s current path this puts Solana price up 100x in 10 years, moving to a deflationary currency, a store of value, and TPS over 200k. Rarely do we see predictions like this backed up by data, and I feel like he did a good job of putting those projections together. What this means for us, is to watch out with leverage, stack your Sol’s while you can, be in it for the long term, and that Sol’s price will be stunted in the short term. Once you know this, it will set you free.

Metaplex drama - starting to tax NFT mint’s at .01 Sol per. Community up in arms.

MadLads catching a pump and I’m here for it.

Asset Dash’s Vanta NFT just dropped and sold out in minutes, good sign that there is still demand for good mints, I just haven’t seen that many.

Chat GPT coming to Solana.

NFT Fi is still exploding, people are stacking that Sol this way, still think it’s generally useless and a net negative.

FTX 2.0 gaining some steam.

Ledger - everyone is pissed at it for adding an OPTIONAL social recovery plan. Good idea and probably needed if we want secure storage for normies, but pissing off us cypherpunks.

BTC NFT’s are pumping and HGE is moving ABC over.

Drift is killing it, added mSOL as a collateral option and have 6400 mSol deposited currently.

What it all means: I don’t think we are out of the weeds with sol and sol NFT’s just yet. The plan is to dca during dips for the next few months. If we get under 15 we stack hard. We are in an era where the protocol of Solana has immense value and is hitting its stride while the value of its token will be suppressed for the short term. I don’t think Solana summer will be the Solana token mooning. I think it will be opening up access to all markets on Solana. I think NFT’s get sorted out with Metaplex capitulating or a new standard being introduced. All this leads to more transactions, more users, better use cases and strengthens Solana’s value proposition.

While beach bum’s 10 year outlook seems pretty high, I can see it happening. That’s a 100x from now. That’s $2000 Solana and 500 Solana makes you a millionaire.

We must simply look at the big picture, not waste our time playing games we can’t win. Adapt, overcome, thrive.

Stay healthy friends,

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Solana Price Update: Sitting at $20.70, only down a tiny bit from 21 last week. Range is tightening, high of 21.50, low of just under 20. Fees like we’re coiling and ready for a big push up.
Both SolEth and SolBTC are basically even as well. It seems like we are just in a bit of a lull in crypto here.
Dudas and 6th Man Ventures announcing 100 million dollar fund.
Best protocols: Drift, Dialect, Solcial.
Proof of stake and history.
Regulation.
NFT’s - mostly meh, Madlads Merch, Vibe Knights.
Attention economy and rage against the community.
Famous Fox Federation checks all the boxes.
SMB holds the attention.
Bonk hit a bottom maybe and starting a come back?
Purpose and Meaning of crypto.
FTX 2.0 and the derug.
The importance of staking your Solana.
Validated podcast with Drift was excellent.
Check us out on Google podcasts too for the saga folks!

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What’s up everyone! Welcome to Solana Weekly Episode 24. This is Thomas Bahamas and I want to thank you all for joining in on the fun. I skipped last week and need to apologize, I was recovering from the flu and every attempt to record turn into a coughing fit. Gotta give a shoutout to ItsLloyd on Twitter for keeping me honest. Feeling better now, and we’re so f-ing back, and I’m going to hit you with two weeks of alpha in one. I’ve realized that a lot of podcasts seem to qualify the host with credentials, so I’ll attempt a brief elevator pitch of sorts. I’ve been tinkering around on Solana the last two years, Eth and Bitcoin before that and I have a background working in account management and UX/UI at a B2B SaaS company. So a lot of my takes are centered around the unique experience that Solana can provide and tie in some fun that I’ve been having. Solana seems to be the only blockchain that actually focuses on this and crushes it, so I think that’s the reason that it’s so sticky for me.

Solana Price Update: Sitting at $20.99, down a total of 1.7% in two weeks. Some might say it’s more stable than most stablecoins, but this chart is looking pretty bad. We went up past resistance into the 23’s for a little but, but it rejected and haven’t really turned it around. We’re just kind of hanging out on support while Bitcoin and Eth look ready to dump. I’m hoping we hold steady, but my analytical mind is saying we’ll likely hit a dip here. I will be a buyer under $20 for sure.
Solana vs. Ethereum: Down to .01122 with a minor decrease on the week so small we don’t even need to go into it. But I’m seeing the narratives starting to shift on Eth with the transaction fees spiking. Eth L1 fees have hit highs of like $250, while L2’s have seen $50. Not sustainable, and what we are seeing is basically an advertisement for a blockchain that settles at the speed of light for a fraction of a penny.
Solana vs. Bitcoin: Sitting at .00076 which is a small increase of a couple percent. I remain bullish on this chart. I remain bullish on Bitcoin and even more bullish on Solana outperforming it. So I’m keeping a bag of both, while more heavily weighted to Solana until further notice. I’m also seeing our favorite VC’s Jump teasing a BTC product for what I’m hoping is on Solana through their bridge Wormhole. People have been calling for it.
Solana News: Fire Dancer teasing 1 million transactions per second and doing incredible work reworking the Solana client. I saw that Toly mentioned the third client will likely be AI taking both sets of software and creating a third. Insane. But Firedancer is the path forward and will be what get’s Solana out of it’s Beta stage. I’m pumped for the redundancy client and that this will basically remove downtime based on bugs. If there’s a bug in one client, you simply use the other. This is the immediate benefit, but the efficiency increases in the code base and structure will be what leads to unlocking speeds that are unheard of. I hopped on a Solana team call, they opened it up to everyone and it was amazing. They had Armani talk MadLads and give details about his mint, they talked development and it was sick that they were able to allow everyone to join in. Excited for the next one to be quite honest.
Solana Mobile is a hit, I believe they sold out of the initial batch and have now opened up sales to Europe. I need to do more testing, but it’s a sick phone. I am now comfortable with most things Android, and the UI for crypto is literally a game changer. Crypto native phones are a game changer. The dapp store is a game changer. This is huge and I’m loving all the attention it’s getting. I have been starting to think that rather than complain about your privacy being taken, you should do something about it and Saga is literally doing that. I also am embarrassed by how hard it is to change everything over from my iPhone. I have my iphone stand I put my watch and phone on at night, during the day I have my Apple Air pods and use the case while working to prop it up a little bit, and I have a magnetized holder for my iPhone in my car. I’m still using it as a second phone, but want to make the switch.
Helium has officially migrated to Solana and has released their Mobile 5g service. I don’t really know how it works, but I’m on the second wave of beta’s and will let you know when I know more. I want to run my own node, but I don’t think I live in a dense enough town for it to make sense. Still I’m going to research this. I think this is crazy because I remember researching setting up a node years ago when Helium first came out. The idea is awesome and they should be able to open up a lot of cool capabilities and I get a free month of service for buying a Saga.
I finally got to sport my new Mad Lad PFP of my dapper lad smoking a cigar with red background. Kind of pumped about it.
Sui launched and it seems like they are not quite getting the pump they were looking for. Real low float with a low percentage of coins on the market, with tons of lock ups coming out in a few months. I know there was a bunch of issues with their NFT marketplace for the Fuddies NFT launch, but I think it’s doing really well still. They are trying to take marketshare from Solana and they’ll get some, but I don’t see it long term. They are trying to fake the amount of TPS they calculate by not using a signature as one transaction, so we’ll see how this ends. But for now it has been pretty uneventful, and I actually find this bullish. The network should get some time to stabilize and grow. I might look to accumulate a little and think it’s important to test out other blockchains.
Solana has faced a lot of criticism and I would say has made it through the one of the biggest storms it could. It launched in a bear, it pumped, it dumped, it survived FTX, and is strong af because of this, SUI needs to prove itself out.
Macro turmoil: Feds raised rates another 25 bps and immediately after we saw another bank start to fail. We’re seeing some crazy things goin on and it’s kind of what a lot of Bitcoiners have been talking about for years. The White House is talking about putting a stop to short selling on Banks while small regional banks fail and JP Morgan acquires more and more market share. I don’t know where this ends, but it’s worth bringing up because these crypto economies that we are building are outside the system. The current administration is attacking crypto at every stop, a 30% tax on btc mining was just proposed, on ramps and off ramps are being attacked, exchanges are being attacked. If you’re in this game, you have to know what you’re up against and protect it. We self custody and watch out for scams and bad links for airdrops, but now we also have to play hot potato with any on or off ramp and exchange. We’re seeing Coinbase take a stand against the SEC by suing them for answers and opening up an offshore shop. If you are still here after the last year of blow ups, we probably have more coming and we gotta stay vigilant. Within this lies a lot of risk, but also a lot of upside. Solana stands to gain a lot, and is the only blockchain that I would consider usable at scale right now. So there is a bullish case here through all the mess, but we have to survive the mess to get there.
Memecoins, memecoins everywhere. Everyone is making generational wealth and I only made one sol flipping Wawa. I uh, am not a memecoin trader so I didn’t get in. This started with Pepe going insane on Eth. Which led to Solana releasing a bunch of crap. We had king, guac, chips, Carl, and a bunch of other ones. It’s insanely cheap to create an SPL token on Solana, and some influencers are capitalizing on that. Mixed feelings on this one. On one hand it’s a great advertisement for how far Solana has come as far as tooling, scaling, low gas fees, and quick transactions, but on the other a bunch of people got fomo and are getting absolutely dumped on.
Couple more thoughts on memecoins: As you go down the risk curve you also go down the iq curve. It’s mainly pump and dump and you gotta get in and out.

This took a ton of liquidity from NFT’s, and even from Bonk. I think it has mostly passed and I hope we made it out alive.

Play stupid games, win stupid prizes.

Gas wars proving out Solana’s use case. Eth gas has been up to $250, and even Bitcoin has been showing really high fees. The mempools for these transactions are backed the f**k up. They are too congested, you have to pay a fat priority fee in order to do anything onchain in Eth. Because of people trading so much Pepe coin on chain. It’s hilarious and tragic at the same time.

Solana’s gas remains unbothered, moisturized, flourishing at .00001. They have the scaling solution live. L2’s aren’t ready, it’s still been up to $50 for transactions there. Solana crushing it. We had the same problems with mints slamming the blockchain and what the team did was create a hot spot for priority fees. Where if specific block space is being sought after (like a mint) there are localized priority fees to those specific transactions related to that contract. So the mint would have a higher transaction cost, you could set the priority fee higher and get to the transaction quicker. The fees don’t get high though, it’s more like .0001.

I love this solution, it outprices actors that are using bots because it prices them out and allows us normies to pay slightly more and get what we want.

I’ve been using Chat GPT for asking dumb questions that I have about Solana and it’s architecture and it’s so valuable.

Example: I came from Bitcoin where each token has an address, a UTXO, it’s an unspent transaction. So I was wondering if solana did the same thing. I asked chatgpt and learned all about the account based model that Solana and Ethereum use. Where there is no UTXO to track tokens and their movement. You just know how many tokens you have in a wallet and movements between the wallets.

Anyways I think that the massive tech barrier between users and developers can be lowered through this type of education.

New Podcasts on Solana and the rise of good media. So I mentioned that the quality of media has 100x’d and I meant it.

The Unlayered pod is a new one that dropped and is great. Phantom does a great pod. I quit listening to Solana made easy because it’s too much and I’m not going to waste all my time worrying about the next flip. I’m not a trader and I continue to think that finding quality projects and holding for a while with size is the way.

Phantom- released their multichain wallet. Kind of sick, but they did it and it impacted their core product. The wallet is slow af. If you’re using a ledger as you should be it takes forever. They actually degraded performance of the best performing wallet in order to bring Eth and Polygon users to their platform.

Nobody asked for this. The target audience is DeGods and y00ts and there is no way they should release a product that impacts performance for sol.

Terrible product decision and I’m hoping they fix it.

That was a lot, two weeks in crypto is about a year in the web 2 world so we had a lot to cover. I hope you enjoyed these couple weeks and had some fun trading around. It’s funny to think about, but I didn’t even bring up NFT’s which is like the core of this pod and Solana. But we’re seeing pullbacks across the board as liquidity flowed elsewhere. I’m hoping that changes and we buy the dip and stack some foxes in the meantime.

This is Thomas Bahamas, and thank you all for joining in!

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What’s up everyone! Welcome to Solana Weekly Episode 23. This is Thomas Bahamas and I want to thank you all for joining in on the fun. This has turned into one of my favorite parts of the week and I can’t wait to dive into what’s been going on in Solana. We’re still attempting a space on Twitter and we’ll see how it goes. I’ve been consuming a ton of Solana content and want to start with expressing that this is a user experience based Solana podcast where I talk about my journey and views. I can’t keep up with everything in a week, I’m not on the Solana team or any team working in the space, I’m just out here having fun on the fun chain and chatting about it. But it really does seem like all the part are setting up for a killer Solana Summer. The Mad Lads kicked off a mint and the whole space has been electric ever since. I’m liking where this is heading and let’s jump into it.

Some AI of the monkey’s celebrating for you:

Solana Price Update: Sitting at $21.37, down a total of 9% on the week. This chart doesn’t look the best, and earlier today we looked like we were about to send until we dropped from 23 to 21. That’s about a 10% drop and it happened immediately. Hsaka Trades tweeted out that there was an alert for a US gov wallet moving funds and Jump Trading dumped everything immediately. The kicker is that it was a false alarm. So we’re heading back Is this true? I don’t really know, but it would line up. They seem to be the biggest player still in Solana from what I know and they can move markets. Hate to see it and hoping for a recovery. As I said in the intro, the vibes for Solana have been crazy all week and I’m waiting for price to catch up.
Solana vs. Ethereum: Down to .01145 with a 2.8% decrease on the week. Small decrease, whole market looked pretty dumpy until this morning really. I sold some Eth for Sol because I just see such a disparity right now in the market. Eth transactions are $50 and Solana transactions aren’t even a penny. Hard to justify paying that anymore.
Solana vs. Bitcoin: Sitting at .0007501 which is an decrease of 5%. I’m still super bullish on this chart even though we keep going down lol. I’m seeing more alignment and calls for BTC and WBTC on Solana, and a marketplace for trading wrapped ordinals on Solana. I’m 100% in on this and think that Solana would make a killer L2 for BTC.
Mad Lads mint - a beautiful disaster. They minted in their Backpack wallet and overall it was a sick experience. That was super delayed due to ddos attacks. But to the wallet - solana hummed on at normal speeds and handled it perfectly. Mint was unique because it was in the wallet, you minted a rug and went to the xnft to find your actual lad. So much to say about this, but it was effectively a mass advertisement for backpack and it worked. Love backpack now, the art for mad lads slaps as well and has been performing like crazy. Up over 10x from mint and doesn’t look like it’s slowing down. I actually swapped my pfp to a mad lad and went to Twitter jail for a week while my profile is under review. This is funny because I actually swapped that nft for another sicker one, so I’m currently pulling a milady tactic where I don’t own my pfp.
Tensor - absolutely crushing it. They are doing no fees for the lads and have officially flipped magic Eden. It’s insane. Their product is so freaking good though. Everything about their platform is superior to magic Eden and they deserve this. The volume is also insane, mad lads was the most traded nft project of ALL NFT’s, yes that includes eth NFT’s too. It’s big and it’s the example of a great product at the right time. Magic Eden seems to be clapping back by hiring another intern that shitposts, I like it and missed the war bucks s**t posting. But they haven’t been focusing on Sol and can’t keep up at this point.
Solana phone! I got mine yesterday and unboxed it super hard. It’s sick. I hate android and have to relearn everything, but it’s worth it for this phone. It’s a punk rock feel of a phone where it just seems like a lot of love and tinkering went into it.

Drawbacks : it’s long skinny and heavy, but i just need to get used to it and turn off all these damn notifications.

The fun chain thesis: Solana is the fun chain because of everything you can do on it right now. It's built for users, you can do a bunch of cool s**t on chain, and they are building out a ton of cool new things and use cases. Historically blockchains have been primarily built for contrarians and doomers in Bitcoin, and an extremely complicated and intertwining web of complex ideas going no where in Ethereum. Don't believe me? Listen to a Bitcoin space and you'll hear how modern finance is doomed. Listen to an episode of Bankless and you'll hear about ultrasound money that costs $50 for a transaction, but burns some of the supply and causes the supply to be deflationary, making it a big bonus. Solana is simple, it's one layer, that can process transactions simultaneously across the world incredibly fast and cheap. I want to hate on Bitcoin for being boomers and doomers, but in reality they have established themselves on a global level. They’ve fought the fight and earned a spot at the table. I don’t really know where Solana will fit in if you look at it through that lens. Maybe it doesn’t have to, but I am really liking the idea of Solana hosting more Bitcoin on chain, and having something like a wrapped Ordinals market for trading assets that are on Bitcoin. There’s something there, I’m starting to step away from the daily spaces and all the mints and try to look at the bigger picture. I’m just getting more and more convinced that a blockchain that works and scales as it can will keep on crushing and bring us that Solana Summer!

Thanks all and I’ll catch you next week.

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What’s up everyone! Welcome to Solana Weekly Episode 22. This is Thomas Bahamas and I want to thank you all for joining in on the fun. This has turned into one of my favorite parts of the week and I can’t wait to dive into what’s been going on in Solana. I’m testing out a new way of doin this where I go live on Twitter for a space. My team decided that I needed to create a Twitter profile (@solanaweeklypod) for the pod to separate from my terrible twitter posts. (There is no team.) I figured it would be a good time to test out how this amazing technology works and nobody follows that account yet so I’m hoping no one joins and messes up the flow. If they do, we adapt, overcome, improvise, and download the audio and release as normal. (Update: my Airpods spazzed out so I’m not releasing space.) But we have another great show for you guys, we’ve got the mint of the year coming up today with the Mad Lads, prices remain up, memecoin season came and might be ending, SMB IP is getting transferred and we go over how I fumbled the bag by trying out a raffle.

Solana Price Update: A review of the current price of Solana and its performance over the past week. Sitting at $23.37, down a total of 1.39% after breaking out of it’s range last week it just couldn’t get out of the resistance right below 26. I thought it was going to send, but the selling pressure has been to high around that level. I’ve also been reading that Wintermute has been absolutely dumping the hell out of Solana. They had something like a million Solana and have been offloading to recoup. Not ideal, how long will they continue this? We’ll see. Narrative is there, we will overcome. We saw a massive dip last night, hope it stops.
Solana vs. Ethereum: Down to .01178 with a 4.5% decrease on the week. This was looking really good, but Sol took a dive against the market.
Solana vs. Bitcoin: Sitting at .0007997 which is an decrease of 1.6%. I’m still super bullish on this chart. The White Wolf shared this chart on Twitter saying it’s the generational bottom. It’s not happening now, but this is a chart I’m keeping my eye on.
NFT Happenings: On to what the fun chain does best. Biggest news is Mad Lad’s is dropping today for whitelist and tomorrow for public. It’s going to be huge. Everyone in NFT’s, not just Solana NFT’s is pumped. It’s the best advertisement for the Backpack wallet I could imagine, a hyped mint. We’ll see how it goes, but I’m minting two and freaking pumped. I think this is going to be a pivotal moment for Solana NFT’s with the release of xNFT’s to everyone. Executable NFT’s directly in the wallet. These are basically dApps that you can buy and trade and execute in a secure environment. So I’m pumped and I’m excited to see the expansion of NFT’s into more than just pfp’s.
An example of XNFT’s and the amazing utility of quacking is in the newly released xnft of Crypto Duck Punkz. If you download their xnft you can view all your ducks in it and make them quek! It’s hilarious, but I think it’s also a good demo of the product. Ducks are still doing great, meme’s are hopping, giveaways in discord, useless staking also.
SMB IP is in route to Monke DAO, not exactly sure when the release will be, but the deal has been done and I’m waiting on a Nom post to send my SMB to the moon. This is huge, I can’t imagine a better ending to this story and I’m very pleased that the owner is a top notch DAO rather than a borderline scammer.
The Heist minted yesterday and it was a banger, I skipped it, but the game is live as of today and it looks like people are having a blast playing it.
The Chads are minting tomorrow as well, I don’t know too much, they are funny on Twitter, I’m minting.
I also decided to test out a Famous Fox Raffle and dove right in. I wanted to sell a TFF and a Degen Ape above floor, I watched a bunch of other raffles on Famous Foxes go above floor so I said f it and went for it. TLDR, it didn’t go well. Both went just under floor and I would consider it a massive failure. I assumed there was risk ahead of time and figured that the move was +ev overall, but I felt like an idiot for bit.
Solana Phone purchases are live and I got one baby! Ship out on 4/20 and I’m pumped about it. They are doing a whole slough of rewards and bonuses. They sent out cards to everyone and if it made a good poker hand you got a discount, I got four of a kind and they took $50 off. We are also getting some $ on Magic Eden, and a free mint for a new collection of Claynosaurs. I think I’m going to come out ahead on this one, but I’m also just so pumped with the possibilities here.
Helium merge to Solana is also live as of today. Helium is running on Solana and I get one free month of service from Helium with my phone. So I have no idea how to use it, but I’m going to figure it out. But I’m bullish on other protocols doing their own research and finding what they need in Solana.
Bonk is performing super strong and I think it’s going to outperform Solana in the near future because of the organic ownership and fun it creates. We’re seeing Dogecoin pump again, and I can’t even get myself to buy any, there isn’t anything that it is better at than Bonk other than it has Elon’s heart and soul behind it.
Regulation news: we saw a hearing yesterday with Gary Gensler on the stand and legislators had time to question him. He sounded like an absolute idiot, dodging yes and no questions and did not really have anything of substance to say other than crypto is non compliant with the laws and banks failed because of it. He was chair when FTX went down and is using his press releases as a form of regulation. No clarity and the companies that are trying to be in compliance get no direction. What we did see is the Republican’s come together and rally against him. Legislation was introduced to remove him because of his incompetence and his pushing out of innovation out of the US. Again we see the right is rallying behind crypto and I’m having a hard time not seeing this trend continue. Bullish on the new Trump collection selling out another 45k pieces.
Closing Thoughts: I think we are in a pivotal moment in Solana history this week. We are getting the first crypto native phone that you can run on a crypto native 5g network, and we are seeing novel use cases for cryptocurrency based on the unique properties of Solana. I couldn’t be more bullish on the Solana narrative as I am right now and I hope that this energy continues. We are also seeing the crypto narratives in general being proved out in congress as we speak. We are seeing a shift in the right direction, or at the very least getting started.

Let’s have a great rest of the week and thank you for joining in on the fun.

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What’s up everyone! Welcome to Solana Weekly Episode 21. This is Thomas Bahamas and I want to thank you all for joining in. We’ve got Solana breaking out of it’s price range and the community is teaming up to rally against the disinformation campaign against Solana.

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What’s up everyone! We’ve got prices going up, we’ve got volume up, and I’m having fun. I hope you are as well and I want to get into what we’re seeing. A couple things from relistening to last weeks’ episode that I want to change. It wasn’t the SEC that was charging CZ from Binance, it was the CFTC which was charging Binance and CZ. I don’t know why I was winging that when I could have just Googled it, but I’m learning over here! CFTC is the Commodities Futures Trading Commission and they are charging them with offering derivatives to US customers. It’s just another regulatory attack against exchanges. We’re going to continue to see this and need to stand up for our right to crypto. Also only y00ts had bridged last week, this week we saw the DeGods move.

Solana Price Update: A review of the current price of Solana and its performance over the past week. Sitting at $20.72, up a whopping 3% with tighter range for the week of a low of $19.65 and a high of $21.50. It does seem to be catching little pumps from either BTC or Eth when they catch a bid. So I’m optimistic.
Solana vs. Ethereum: Down to .01096 with a 5.7% decrease on the week. We’re seeing some action on ETH which had trouble breaking resistance at $1850. It broke that and we are sitting around 1900 and I won’t be surprised when it breaks 2k.
Solana vs. Bitcoin: Sitting at .000742 which is a decrease of only 1.8%. So we’re tracking pretty well with BTC, which I still think is strong because I’m only expecting more strength from BTC. All I want is more BTC on Solana. FTX kind of f’d that up with their bridged BTC not being backed by anything. But Jump has bridged WBTC and it’s got some volume. I want more, and will fight for it.
NFT Happenings: DeGods did the bridge, tons of volume in SOL though. We saw SolCasino mint and it quickly 2x’d from their 12 sol mint. Now it’s dipped down to 16 because they have shitty messaging and announcements that no one can understand. Oogy reveals this Friday and is still sitting at a good pump of 26.4 Sol. The Apes are back! Degenerate Ape Academy is getting ready for their release of their V2, and I forgot just how loud that community is. Good to see it, and the drops of the new art is immaculate. Mono is the goat. They are sitting at almost 62 Sol from dipping to around 40. Lily is also doing well, they had a snapshot for their airdrop and the marketing is only getting better. Famous Foxes continue to crush, I did some analysis of my bags and realized that I’m actually a Fox maxy and they are the biggest part of my NFT portfolio now. FFF’s at 66, TFF’s at 19. I bought some Toonies because they look sick, but they are tanking down to 1.8, so we’ll see if their deflationary tactics can get them a pump. Wolf Capital’s seeing a pump at 7.8, and I’ve been buying some Degen Poet 1/1’s because he’s freaking amazing. Gotta also give a shoutout to Cyber Samurai’s, I think their super undervalued, and Shake is a Goat. Their alpha channels are so legit. Also getting more and more pilled on the Monkey Baby Business, it’s the best discord I’ve ever joined and I get all my alpha from there now.
The Queks are BACK! If you want a project that feels like an Eth project, no communication and you wait until a whale sweeps, boy we do we have a project for you! Ha, but I do like that they don’t have expectations or utility, liking this more and more because the expectations are getting ridiculous.
SMB and MonkeDao continue to battle. This time HGE is b**g because he’s waiting 60 days to start doing work on the SMB project. So he said he’s not selling to MD, but I’ve seen other convo’s with Skelly and Nom have been productive. So who knows if HGE is being dramatic or if he’s calling it. Seems dumb and I want to sell, but I’m not.
Still so bullish on the Solana Phone, releasing for public on April 13th! These have the potential to be a massive game changer for ALL crypto and couldn’t be released at a better time.
Magamigos - a MAGA version of the popular nakamigo’s has dropped and I love it. I think we’ll see more of this and want to see it on Solana. I’m not a maga maxi, or even a Republican. But I live in the US and I believe in crypto. The democrats are literally creating an anti crypto army while all the pro crypto legislators are Republican. It goes to the nature of smaller government, less intervention, more freedom and at a time like this it couldn’t be better. Trump’s policies look better and better the crazier the current administration is acting. Him getting arrested is only going to get him closer to winning another election. Enough politics! I still think his collection is bullish, his wife dropped a collection on Sol, we could see growth in a Maga Monkey Business deriv. Even without any maga stuff, I think we could see a DAO on Solana being pro crypto and supporting those that take a stand. I actually think it’s necessary and if I can’t find some to support I’m going to build it.
Closing Thoughts: Crypto’s use case is only getting clearer, we’re seeing volume, we’re seeing macro conditions that are scaring everyone, and Solana continues to be the fun chain. I think we need to focus on that, we can use this amazing technology for fun. With that I’ll leave you, hope you all have a good rest of your week and Happy Easter.

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Solana Price Update: A review of the current price of Solana and its performance over the past week. Sitting at $20.09 with a high of 23.30 and low of 19. Not looking great.
Solana vs. Ethereum: Down to .01162, and the week looks like a steep decline from a high of .013.
Solana vs. Bitcoin: Sitting at .000749 from a high of .00082. So overall I would say that Solana is underperforming the market. Do we see a pump?
NFT Happenings: A roundup of the latest news, trends, and developments in the Solana-based NFT space. The biggest news is DeGods and y00ts are bridging! They are off Solana and are going to be punished if they don’t bridge. I don’t like that they are leaving and are all the sudden EVM maxi’s but that’s how Frank is going to to attempt to take over the NFT world. This leaves the door pretty open on Solana for other projects to take the spot. We’ve seen Famous Foxes pump, Clayno’s pump, Lily’s doing well, and we’ll see who wins. I think the whole community wins though because we don’t have to focus on the top projects on the blockchain trashing it. We now see projects getting noticed that are positive to the ecosystem. Monkedao passed their independence proposal and will be moving forward with the OMC mint of their new collection and within 2 months we will either be separated from SMB or the new owners. We need something, they were down real bad. Saw some sales in the 130 sol range, and nothing but fud on the timeline. Hoping that’s the end of that.
DAO’s - it’s interesting to think about DAO’s. We want NFT projects to be businesses, but not when they are too businessy. We want to have a say, but complain when it doesn’t go the way of the community. Should a community really be in charge of the project? These are all things we are seeing right now and I don’t know what the answer is. Nom from Monkedao has been super freaking zen on this almost to a fault. He’s letting the community make the big decisions and going with it. Not making aggressive pump it to the moon, but reasonable, well thought out statements. I like it, but also want my bags to pump. But what I like is that this is going to be beneficial in the long term and he’s not sacrificing any of the values of the project in order to do that.
End of Q1 and we will be getting our Solana Phones relatively soon. Quarter recap is one of resilience. No big players, just community. Bonk saved us and was community driven, I think the community that we have now is strong and we are seeing the good actors speaking up more. There has been so much negativity towards Solana, and I think only now are we seeing the community starting to fire back on the inconsistencies.
User focus: seeing a lot of people calling for a Bankless for Solana and I’m pumped for that. But it seems like it’s a bunch of the developers and project founders that are stepping up. This isn’t it, we need users as the promoters of the chain.
US Regulatory Crackdown: An overview of the recent regulatory crackdown on cryptocurrencies in the United States, discussing its implications for Solana and the broader crypto space. Binanace getting sued, Coinbase getting a wells notice and saying they will fight this.
Closing Thoughts: A summary of the episode's key takeaways and a look ahead at what to expect in the coming week in the Solana ecosystem. Regulators coming at us, top projects leaving, Solana still working better and projects are only getting more useful.

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What’s up everybody! I’m feeling the rush this morning and the energy is back in the Crypto economy. Bitcoin is having a renaissance and we are all going to benefit off of it. Traditional markets and finance are being tested and are getting scarier and scarier. Crypto isn’t the lifeboat, but it is alternate system with hope. My thesis is Solana plays a big part in this, but I want the theme of this episode to be how the sector is solving a problem, how the big picture comes together. This is how we make it. Going to try to get away from Twitter and charts for a bit to focus on this, honestly it’s addicting watching what’s going on.

Solana Price: 22.66 - with a low of $18.80 and a high of almost $24.00.

SolEth: .01255 - saw some pumps and dumps on this. Eth holding $1800 rn.

SolBTC: .000790- saw a ton of ups and downs, sitting at $28,710 and looking like up only.

I want to move on to some Solana cope I’ve been thinking about:

This kind of sums up the cope. Solana wins on 3, 5, and 6. Others are being worked on, but this is what we are up against. We saw Solana rip up and dump down like crazy, people making all sorts of crazy claims. But this is what it comes down to, and what people on the outside see. A fast NFT chain with a good user experience. A fun chain. But it lacks the rest. You won’t see people fleeing a USD crash to Solana, you won’t see tons of liquidity on defi protocols, and you can see 3 times the blockchain was halted.

FOMC going on right now, and expecting to raise rates by only 25 basis points, shifting from raising rates as they have been because they have broken many banks. We’ve seen 5 bank failures because they don’t have the reserves based on losses stemming from rates changing. Something like 200 other banks are at risk.

This leads to BTC going crazy and Balaji betting a million dollars that BTC goes to 1 million/coin in 90 days. He’s calling for a full collapse of the current system. It’s insane and not happening. BUT he’s not wrong to point out that there are major systemic issues. Bitcoin does solve a lot of this. Bitcoin will be a big player and benefactor of the current slip ups. Bitcoiners are insufferable, but seem to be right.

Counterparty risk - You keep your $ in a bank, they don’t keep your money in the bank. They loan that cash out to get more money back. It’s all good and dandy until they don’t make money or depositors want all their money back.

With Bitcoin you are out of the system and not relying on any institution. We’ve seen BTC go up 40% since these banks started failing and it doesn’t look like it’s stopping.

Balaji is a big voice, and the amount of impressions he’s getting for these bets is unreal.

From this, we will see risk assets go up. Fed saves banks, fed prints money to do so. Bitcoin up, crypto up, Solana up.

Solana will not be the primary mover here under this environment, and we have shifted to focusing on Bitcoin. This is not bearish for Solana, but the narratives around its value might actually be changing. It’s a fast nft chain that is user friendly. It’s down the risk curve from Bitcoin, but not that far. It becomes investable because of those features. Those features don’t bring in the value like they were.

The next billion users are not here for Solana, but the next billion dollars to invest in Solana might be here. It’s good enough for me, and we deserve a pump in price to save all the loyal degens for staying here.

Done with big picture, it’s changed, but it’s still bullish.

In NFT’s, Bitcoin Ordinals are here and I think it’s massive. This is bringing fun to Bitcoin, new development, new energy, and more importantly more users to the chain. Blockspace on Bitcoin is the most expensive blockspace, hands down. We are now using that blockspace for JPEGs. I’m in, I’m loving it, and I think that the most expensive JPEG’s belong on the most expensive and immutable blockchain.

I think we have to adjust to this, Magic Eden did and launched their Marketplace on Bitcoin. Wallets are better, I like Xverse, and Bitcoin is back in circulation.

Sol NFTs: We’ve got volume back bigly. Successful mints: Wolf Capital, Oogy, and B**s. It’s mint and print season baby. All doing well with Oogy leading the way and hitting over a 30 Sol floor.

Bullish on them and the Mad Lads coming up soon.

Current NFT meta: with Tensor taking over a lot of the volume it seems more and more like it’s a floor price meta. Mid rares matter way less than they did and you either sell instantly into an AMM at a small loss or sit and wait to sell at floor. Because of this I’m going to test out some raffles on Famous Foxes.

I think that NFT’s shouldn’t be overinvested in right now. Think about it, BTC up, Sol up, NFT prices down. So I am looking to divest some.

Been spending some time in Cyber Samurai’s discord and gotta recommend it. Top notch dao, underrated. They have charts, they have Ordinals talk, it’s stacked. Shake is dope and super smart.

Gotta talk MonkeDAO vs SMB.

They dropped their new proposal for the OMC collection and looks like it’s going to pass.

Why did they do this? They HAVE to. No royalties for SMB since December, new owner not working with them, they are essentially a high performing community pumping a collection for free.

Not sustainable.

The solution: drop a new collection, offer to buy SMB from Hades for 2 mill with the proceeds.

They don’t accept or no deal made in 2 months, we split ties. Launch OMC, pay the exec team and build out the best project for it.

I like it, it gets us out of limbo and has the potential for SMB to be the punks of Solana with whales owning them in Hades and gives a collection to MonkeDao to promote and crush.

Where it leaves my Monke? Bought in at 225, floor is 150ish. I’m down. I think I will be down more, but I’m okay with it long term. I think either way my bags get pumped and I’ll have a new monkey collection. I’ve already made the 225 back from being in MonkeDao through presale/wl flipping and getting in on Bonk early.

Either way, I’m bullish on the team, bullish on MonkeDao and bullish on Solana Monkey Business. We go up long term with either way.

Also forgot about Arbritrum airdrop, ship it.

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Welcome, welcome to the 17th edition of Solana Weekly, this is Thomas Bahamas and as always, thanks for joining.

Solana price: $18.85 - Hitting a low of $16.13 and a high of 22, we’re seeing some volatility! Right now it seems to be in a bad way lets hope we can turn this around.

Sol/Eth: Sitting at .01157 - tanking a little. We’ll see how Eth holds up with the Shanghai upgrade. Bob Loukas calling for 30k Eth, so I’m ready for the supercycle.

BTC: Catching a bid, sitting at 24k, I’m adding in SOL BTC at .000778 because it’s leading the charge now and I’ll dig into why.

Primary news: So much. Silicon Valley Bank goes under, starting Friday morning while holding 3.3 billion of Circle's treasury. The problem with that is our trusted boomer stablecoin USDC was depegged and got down to $.90 because of it. Panic in the streets. They ended up bailing out all depositors and the peg is back. I wasn’t even watching the price of Sol dipping because I was watching my stables slowly die.

Bitcoin on a tear ever since. value prop has never been higher. I’m long.

The banking system is showing its cracks and our current financial system is being challenged. It’s not going down, but it’s going to open the door for crypto. Crypto is just better at a lot of things.

Regulators - coming for crypto, on ramps and off ramps are what they can control. Get on chain and they can’t. This is backlash from SBF making them look like a joke, he exposed their vulnerability of greed and did it with a full on ponzu scheme.

CPI print came in as expected on 3/14 and we're looking to go up for a while, it seems like Sol Price is moving with BTC and ETH.

Big mints - Papu, and B**s today, with Wolf Capital coming at you tomorrow.

NFT LA coming up next week, hoping for big news.

Expecting big news from Clayno’s, Degen Trash Pandas, MonkeDao always puts on a sick show, bonk hosting an axe throwing party.

I shilled Degen Trash Panda’s and swept a few, think they are a play.

Bonk is so f ing back.

Small shill for Crypto Duck Punks.

Holding onto support here and I’m hoping we can see us push through some highs.

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Thank you for joining me for the 16th episode of Solana Weekly, this is Thomas Bahamas we’re going to dive into what happened this last week and what the long term implications are.

Solana Price - $19.00 and it kind of seems to be holding up, almost hanging on to support. Big week of news from fed, kind of feeling bearish. We saw some strength at 20, but broke through there and might be seeing the dip from the network outage.

SolEth -.0122 - we’re dipping vs Eth.

Tensor - bringing back the bull for NFT’s? Airdrop, liquidity, removing undercutters. What this means. We were under 70k Sol volume for NFT’s, and now we’re well over 100k with Tensor taking over 30% market share.

Overall NFT’s are looking great on Solana. Been loving SolSniper to track volumes and Tensor’s tools are so good. My concern with Tensor is that it literally turns NFT’s into altcoins with pictures. You can just sweep and insta dump without looking at the NFT. Can’t tell if this is the future or the end of the generative NFT collection being looked at as art.

Mad lads - wl claim 1st wave done. I think it’s looking super bullish and I haven’t seen a single piece of fud about them or the Backpack wallet.

Lily, clayno, geckos all pumping. Clayno’s really pumping.

Famous Foxes - over 70k/ week in revenue so bullish, they are looking real strong with FFF at 56, TFF at 18. I think they are so ripe for a pump. Also think they could do a Polygon tooling or drop and freaking crush.

Shout out to degen mints in Monke Dao, these mfs create degen mints if there aren’t any. Smol coin, bidets, screen shotter fractionalized, worms, mug shawty’s of hot mug shotted women. The hustle doesn’t stop.

Monke dao voted down the release of their omc collection. Taking a week to recoup. Floor price seems to track back around 200. I think they were rushing everything anyways.

Nft LA coming up - Monke Dao party set, heard Clayno will do another drop.

Sol defi: Down horrendously, TVL is bottom of the food chain and now below some chain called “defichain.” Sucks, but we need to rebuild. The value proposition of defi on Solana is super high, but the market is not supporting that. The market is not valuing it this way, so we’ll see if it’s wrong, or if the uptime issue is a game changer.

Eth Denver just finished up, cringy songs but looked like a good time. Seems like the price didn’t tank massively, bullish.

All quiet on the bonk front.

Wallets - backpack is all the rage, also glow wallet is sick and probably the best mobile wallet. You can make any photo into an nft and use ai to generate pics.

Ledger continues to suck with Solana and their latest update not connecting to phantom wallets. Leaving the door wide open for a better solution.

Solana Phone - Q1 is ending soon and we should be seeing an announcement about availability. Saw a Bankless guy posting about issues with Uniswap not being able to get their wallet approved on Apple and went to say Solana Phone solves this, but it had already been raided. This is going to be a game changer. I still want to see some sort of sick defi way to fund the phone. Like lend Sol, borrow USDC, pay off monthly. I might just do something like that myself to talk about it.

Bitcoin available on Solana, WBTC is back from Jump. Could this add to defi TVL? Yes.

GBTC - Greyscale going to battle with the SEC, I think in order for the whole crypto market to heal we need a win here. Seems like they came out on the offensive and we saw the discount vs btc increase over 10% because of it. I think this is bullish for BTC and trickles down across the whole market.

Thank you all and as Bunjil from Lily says all the time “Let’s get this s**t.”

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What’s up everybody!? This is Thomas Bahamas and I appreciate you joining in for another weekly update on our favorite blockchain, Solana!

Solana goes down for almost a full day. Went down during a software upgrade. It seems like once it was completed there was an issue with transactions finalizing so it triggered a stop to preserve the state of the blockchain. Which was never lost, and there were still voting messages going through at this time something like 200 tps (which is more than most still.) But they ended up fixing it after almost a full day.

Solana price didn't really react to it, sitting at $22.22.

SolEth dipped a bit to .01352 as Eth has been showing strength versus the entire market.

MonkeDao - voting for independence from Hades.

Lollipop - in the middle and proving the value of governance tokens.

Sol Defi - taking a hit from an outage and good faith from users. Sharkyfi scrambling to not liquidate borrowers.

Lily - showing strength in a low volume market. Positioned well.

Include Degenerate Trash Pandas, Critters, and Dandies based on the Lily bullish case.

MadLads - Their Madlist dropped, mine is not coming through, but I’m super bullish on this whole drop. Claim it in backpack, and big news that Backpack is open to everyone, any invite code will now work.

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Sol Price: Just popping over $24 - started week off around $20 and peaked over $26. We’re still ranging, it is looking like we’re might have more ways to go down based off of traditional markets kind of nuking.

SolEth - .01466 - Staying pretty close to Eth, whole market is slowing down a little.

Magic Eden Volume: Down bad, at 77,134 Sol for 24 hours. Slow down in full effect. Kind of across the board. No exciting mints right now, no big movers. No idea how DeGods and y00ts have 30k of that volume. Jump conspiracy?

Solana’s speed in innovation is in full effect: Eth currently seeing the royalty debate in full effect. Blur is rewarding users, stealing market share from OpenSea.

NFT talk - what creates a successful project? What has worked short term vs long term? Community, burn, rewards, memes, communication, alpha.

Crytpo Duck Punkz - your likely not exposed enough.

Famous Foxes- upgraded my TFF, it’s sick, Zen0 did the upgrades, I’m super bullish.

Citrus Lending protocol on FFF, iterating on Sharky, much better options for borrowers. Doesn’t have the same depth of liquidity, but it’s coming.

Polygon has surpassed Solana in volume on NFT’s. But it’s all wash trading so it doesn’t really matter. How should cryptocurrencies compete?

Tiplink - just raised 6 mill and released a sick project. Want to get someone into SOL but don’t have a good way? Create a link which is a Solana Wallet. All they have to do is click and claim and they are onboarded.

Altcoins: Cooldown as well, RLB dipping some, I’m hoping for season two of Bonk soon, but nothing yet. Dust is pumping, but I’m just over it.

Interesting problem on Solana: we need users to make money. This is people working in the ecosystem, this is investors, this is NFT enthusiasts. I feel like so many more people have gotten hosed from Solana because they bought in at the top. The cycles on Solana are just too damn quick, we almost need to slow it down. There is nothing wrong with people making money and we need to change the mindset on this one. I don’t even know what sector of the ecosystem makes the most money.

As always, this is Thomas Bahamas, thank you for stopping by!

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I tried to record last week but I was at the beach and it sounded terrible. So we’re bringing an episode with two weeks of alpha shrunk into one.

Solana Price - Ranging, we are at $23.50, hit as high as $26, and dipped down to just under $20.

SolEth - Sitting at .014, not bad.

Toly on Bankless, gets a fair shake.

SMB bought out by HGE and given to HadesDAO, in spite of MonkeDAO negotiations. Gotta dive into that. Overall it’s good for holders, unbelievable opportunity for Hadeswap, kind of shitty for all the contributors to MD.

Gambling! We talk Rollbit, SolCasino, and how this is hitting product market fit on Solana. I don’t think it’s going away.

Altcoins: RLB, Bonk seeing some rise, Hades seeing a dip.

Wallet Security - up it, Kevin Rose hacked for 2 mill +, we got tons of great solutions.

NFT’s on Bitcoin? That’s right.

Tooling on Solana - ZachXBT bashes it, hopefully Mert from Helius saves us.

DeGod’s Female Deriv - the Solana NFT lifecycle in a week. Pump, rug, de rug, pump. amazing.

Regulation - Binance US and struggle with USD deposits, Kraken lawsuit for 30 mill in regards to staking. Decentralized staking becoming vastly more important/ appealing. Have to talk Lido protocol and how important they are.

Balaji new podcast - legend, and his importance on the last cycle was massive.

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Feels like a little bit of a more normal week, nothing exploded, no major rug or hack, price went up and down. It does seem like we’re ready for a big move. FOMC just dropped and we only got a 25 basis point raise so we’re seeing a little bit of a pump. Couple new mints happening and NFT market seems like it’s slowing down a bit.

Solana Price - currently at $24.46. Not bad. We dipped down to 22, and shot up to almost 27. Seems to me like there is still a good demand for Solana even if markets are looking scary. I still think we have more upside on the token because of what’s being built out on the protocol side and the crazy use cases that are being built out.

Sol/Eth - sitting at .015, steady.

Bonk - kind of slowing down on the meme coin, I still have hope. We saw a launch of the Solana Bonk Business NFT and it caught legs, topping out at around 7 Sol. They were pixelated and kind of fun. Not as hyped up as the Bonkz NFT, but they were fun.

Bonkz had their magic reveal. You burn your placeholder NFT and get your Bonk NFT. There were a bunch of sick 1/1’s by top artists so everyone wanted one. But they revealed and TANKED. They are under 3 Sol and pre reveal was at 16. So not a good look. When I did the burn process it errored for me, so it was a bad look. There are 15k of these and a lot of the attributes weren’t that well done with floating arms and the like. Shouldn’t have done 15k, should have just done the 1/1’s. Kind of a flop, cute PFP’s but meh.

Pirate Squad minted today and is doing really well. I had a presale and it was 3 Sol, currently over 7.5 Sol. The idea of play to earn with actual games is pretty cool and I’ll probably hold for a while.

Overall outlook on NFT’s: kind of bearish short term. The royalties thing is coming back up again with the different royalty enforcement contracts and marketplaces only allowing certain ones on their platform. Kind of bs, just figure it out. Magic Eden has too much power. The other part is while Solana is either pumping or dumping in value NFT’s will take a dip in floor price. It’s kind of BS, but it’s true. So I kind of want to derisk some NFT’s at this point, but will also be looking for some long term plays if the floors do dip far enough.

One NFT project that fits this bill is the Degenerate Ape Academy. No idea why they aren’t higher and I don’t keep track of them. But they just released a game, they are releasing V2 with upgradable traits, I’m just kind of bullish on them long term. They are one of the first projects on Solana, hilarious, they do a bunch of crazy s**t and their floor price has been down only. Worth keeping an eye on.

Meme coin update - Smol seems to have calmed down. Dabloons is an interesting one. they are only releasing their token to stakers of their NFT’s. I think it was a free mint, I bought couple and staked them. You get like 200,000 tokens/day/NFT for the next 7-10 days, and it’s a couple bucks a day. We’ll see how it goes, I’ve got a couple staked.

Good listen: Benny Bitcoins on Logan Jastremski Pod - talking BD on Solana and their BD strategy. Love it, it’s to help facilitate projects and help them thrive. Not bankroll them like Polygon. Seems like a super reasonable guy, not very pushy an dnot shoving Solana/crypto at you.

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Solana price -dipped down to $21, sticking in the range around $24 now. Steady, not pumping too hard and keeping our nft values up there.

SolEth .015 - steady light gains against eth.

Aptos caught a freaking bid - over a 3x, bad launch but seems to have more legs than we thought.

Couple topics I want to cover:

Overall why it’s so fun to root for Solana :

You don’t have to be cheering the end of the world in order to pump your bags. Btc, even eth is guilty of assuming they are going to take over because of how shitty everything is.

Solana is more like let’s play NFT games, dog coins, you can use our network with dollars and it’s cheap and fun.

I quite like it. When you say the fun chain it’s because we aren’t trying to replace things, we are rethinking what you can do with blockchain based on innovations.

Wallet security -

The great Kevin Rose hack must be talked about. Huge fan of Kevin, him and Tim Ferris have a pretty big influence on why I’m in crypto so to see him get his vault wallet drained to the tune of 2 mill is terrible.

It goes to wallet security, he signed one malicious transaction and it drained his wallet. Even if it was a hardware wallet this could have happened. We have to do Better.

This isn’t an eth thing, this is a cross the board. Until there are better solutions we have to do what we can to protect ourselves. Hold multiple wallets, multi sig wallets, hardware wallets, use the damn horcrux method where you don’t have everything on one wallet.

Wallets are free!

Toly challenged Armani to build a cold wallet that can’t interact with smart contracts and can only send to wallets and he did it in a day. I’m going to revisit back pack and do what I can.

I use a ledger for almost everything. But it’s not good enough. Will be splitting everything. Up.

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Price talk: 2x’d this week, 3x from bottom baby.

SolEth doubled to .0142 - we love to see it. Explanation of why we care.

Bonkz- fomo is real, reveal early next week, the art has been fire.

Smol Coin - dream big, think smol, total supply: 1.

Sharky.Fi Review of first week using. 2 loans paid back early, 1 big one soon?

Dialect out, great for a morning GM.

Toly says no fees for the robots.

Lollipop Burns his Brero Monke?

Crypto Duck Punks talk - sweep and burn baby.

Shoe Ventures - weird presence in the space, botch a bonk drop to their project?

Bullish on Polygon even though they aren’t acting in good faith, it will rise all tides and we gotta chase the liquidity and dump on those bozos.

Solana = Fun Chain confirmed.

Thank you for joining me in the Bahamas, this is Thomas.

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GM, GM all! We’re riding the high from last week and getting noticed. Huge mint yesterday of BONKz, crazy performance out of Solana, crazy amounts of volume, and I’m loving it all. I would say the best part of this was that the market stayed relatively flat as a whole, but Solana caught a bid and wicked from mid $13 to mid $16 in a heartbeat. We’ve had crazy rain and flooding in California, but Solana is saying hold my beer and making it rain harder.

Current price we mellowed out at $16 after hitting a high of $17.34, and I’m hearing this being described as a continuation to the short squeeze. It’s the most interesting sector of the crypto market, and everyone is paying attention to it because this has been such a big move. I think this comes down to traders chasing volatility and with no easy trades or setups, attention goes to where volatility is. Come for the volatility, stay for the vibes? They damn well should, the vibes have been great. Bonk airdrop continues to have people integrating Bonk and figuring out fun ways to burn it and drop the supply. Meme coins are all over the place with Fronk showing up and the disgraced DeGods trying to meme it into a thing. Spoiler: they didn’t and it dumped to 0. I just think they did a really good job getting the community together. I’m still sitting here waiting on that Bonk drop for quite a few projects, but not sweating it. Nom if you hear this, us whales at Crypto Duck Punkz are willing to burn a quek or two when we get the drop, please sir.

SolEth is getting a little recovery with this as well, hitting up to .012

Topics:

BONKz - hyped drop. Mint in Bonk, burn that bonk, get yourself some sick art from some 1/1 artists that Bonk. It’s a beautiful thing. We’ve got Degen Poet, John Le, Basket from Basket Fellas and more that came together under the OmniCollective that is connected to the Gods (formerly known as the SolGods.) I had whitelist because I’m holding that bonk, but so did over 100k others lol. So it was shitshow. It was launched on Magic Eden and we got some thoughts on that marketplace we’ll get to. I spammed transactions from my phone and my browser for the whole 25 minutes it took to mint the project out and only got 1. I called this a Solana stress test and we won boys, pack it up bears.

Magic Eden was the launchpad, they used their “open sourced” smart contracts to launch these on that protect their royalties. They also made it so that I couldn’t mint and the one I did mint I couldn’t send between wallets. This is not the answer. It’s such a shame that a community driven project like Bonk is getting represented with a potentially sick NFT project, but it’s basically not your NFT. It can only be traded or sent through Magic Eden at this point. It’s terrible. I get that artists need royalties, but this just feels terrible. The best part? That the 4% royalties are going to a project that has no team, dao, discord or anything. So they are going to burn 2% and the rest goes to a fund. Not great.

Backpack and privacy- Solana wallet from Armani, multiple accounts being inside the wallet that you can keep somewhat separate.

Implications of safety when we get our Solana Phone’s and how Backpack will be leading this charge.

Google cloud buying millions of Solana? Maybe, sources? I made it up and read a tweet from a rando named Marty Party.

Defi is pumping - Kamino and Orca pools for Bonk are almost maxed out again and TVL is getting pumped up. It’s decided, defi is so f ing back. I’ve been getting more and more interested in NFT defi. I’m in on Frakt. I’m staking a Frakt NFT, hold some tokens, and I’m lending SOL for like 20% in one of their pools. It’s great and it’s an interesting use case for NFT’s that’s creating liquidity for people needing it, and generating yield on Sol. I’ve also been dabbling in Sharkyfi, and it’s great. I used to hate it and dumped my sharks after seeing their terrible web page. But you can get passed it and get some killer deals. You can make short term loans to holders of NFT’s at 40-60% of the loan to the value of the floor of the NFT, and get interest in the range of 100-240%. So you either get interest and your Sol back, or you get interest and the NFT back at a fat discount if they liquidate. I like it.

My man Lolli who has been absolutely destroying the Bonk moves put out a manifesto this morning that I want to finish with. A community take over of sorts of the Solana blockchain moving from the economic incentives of the Solana Foundation to shift it towards the community being the focus with social consensus. It’s insane, but also maybe a little brilliant. We washed out all the worst actors, grifters, and sociopaths, why not put a community standard in place? Rather than just follow along with a foundation like the Ethereum community, why don’t we push for something radical? I like it, it’s almost like building a DAO to help with the direction of the future of Solana. I would say that Toly is pretty hands off with this part actually, he’s not pushing narratives, he’s solving problems and enabling economic activity. This could be the part that takes us passed just another fast blockchain into a movement.

Dream bigger my friends and let’s see where we can go. That’s why we chose Solana, and the big swings are starting to pay off. I’m hoping we can keep these levels and the excitement going. Until next week my friends, this is Thomas Bahamas and you’ve just listened to the 9th edition of SOLANA WEEKLYYYY!.

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GM,GM the market has shifted, the sentiment is so positive and I’m having a blast. We’ve got another huge week and I’m having a hard time taking my eyes off the Bonk chart long enough to make this 8th episode drop. I’m going to get into how we almost doubled the price of Solana, saw insane volume in NFT’s and how a meme coin gave a community something to rally behind.

Price of Solana: From $8 to $13.50, huge. Last episode I was shaking in my boots and sticking to my guns. I bought more and I now feel like a genius.

Interestingly enough a tweet from Vitalik talking about the Solana team’s developers marked the bottom. He had heard that the teams are solid, and hoped the best for them or something along those lines. From there we saw an uptick and the Billions that were shorting Sol ended up getting squeezed out.

Then we had the airdrop of BONK! This through gasoline on the short squeeze and we wicked to over $14. People are trashing Bonk, because it’s all over the timeline, it’s loud, we’re euphoric. But let us have this, we’ve been in Solana for a while and just went down like 96%. This was a community token, airdropped to the Solana Devs, NFT holders of top projects, and dropped with spectacular memes. This brought so much liquidity and fun I can’t stop talking about it. My wife hates it. But what needs to be said is that rewarding everyone that’s been in the community should be celebrated, this was done with good intentions from a solid team of 22 OG’s. They aren’t “Boogles dumping on us” they are a team of legends that pulled off one of the best airdrops yet.

Degods allocation of bonk got straight burnt today, it was something like $600k worth.

Defi is pumping, Orca lp is going insane over 999% apy right now. I put in a tiny amount and got 10% returns on my investment in a day.

The best part is that the airdrops aren’t even done yet. There’s currently over 90,000 active wallets that have traded or held Bonk, with a ton of new wallets being opened since the drop. So people are actually in profit, on an SPL token on the Solana blockchain.

I don’t know where we go from here, I sold some and I’m holding onto my bag for a while. It’s just fun, I believe in it even though it’s so hard to just blindly hold.

Good tokenomics, good team, good goal, fun, good memes, I took some profit, now I’m going to 50 iq it and hold a bag.

Art update meta - Monkettes the SMB deriv is getting a facelift and a supply squeeze. Burn one Monkette to upgrade another that’s designed by a sick @marculinopng Monkette. If that name sounds familiar it’s because he designed the dude on the artwork for this pod. He’s super talented and I’m pumped that he’s getting recognized.

The Transdimensional Famous Foxes of Famous Fox Federation will also be getting an art upgrade by the talented Zen0, which will be sick. I’ve been saying I like the tff’s more than the fffs and now with these upgrades it’s coming true, and these will be epic.

I called him Zen0MMM on the pod, my apologies sir.

All NFT’s have been pumping, volume off the hook. People coming to Solana for bonk, taking profits and buying nft’s. Let’s keep it up and have some fun, celebrate people taking profit, and try to not fomo in at the top.

Echo chambers. The serious lack of energy in the R/Solana channel in Reddit. The terrible Wikipedia page that it had, and basically how we are stuck in what I call the Echo Chamber problem. We see all the latest news, we know what’s real fud and and what’s problematic, but if you’re trying to DYOR and Google search Solana or look on Youtube, you’re probably walking away from the ecosystem.

This isn’t just a Solana problem, it speaks to the current system of the loudest people getting the most play everywhere. We scoff at SEO and catchy headlines, but they seem to run the show.

To be honest, this is one of the major reasons I created the podcast. Give a digestible information drop on big picture items, what’s going on in the ecosystem, and try to use a long term view of things. I’m not a trader, I just love using Solana, love the community, think that NFT’s are some of the most exciting expression of the combination of art, business, software, technology, DAO’s and pushing all of these to their absolute limit.

I hope that comes across and I hope that you got something out of this. Feel free to reach out or leave me a review on the pod to let me know how I’m doing.

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Sol price wicked to $8.00, sitting at $8.38, from about 12 earlier in the week. Not great. Big tanking energy right now.

SolEth headed off a Cliff at .007.

Economy as a whole is on the fritz. Tech is down bad. Crypto is down bad, btc, eth, down bad. So yes Solana is also down bad. But it’s down more than other’s due to the narrative being absolutely nuked. FTX, Multicoin, 3AC, numerous defi hacks, a wallet drainer. What do we do? At this point, I’m just holding and looking for spots to buy in for some more.

Degods and y00tz to Eth and Polygon.

Polygon’s bd strategy of paying to play.

Solana Monkey Business is voting to change up leadership. Shrink the board and get Nom in as the CEO. Pumped about it.

Bonk! I freakin Called it. Airdrops to communities bringing the whole Sol economy together. Shoe Ventures coming through with some fun in this bear market and giving us something to cheer for. There were hints in the Crypto Duck Punks Dao.

Projects I checked out: Ottr finance - kind of like a Venmo for Solana. I deposited some USDC and sent to my wallet. Love seeing super easy ways to on-ramp and these type of projects are awesome. I found a bug that was crashing the app, tweeted out, and they had a fix out in like an hour. So id say that’s a pretty solid team.

Read a great thread on the possibilities of Helium’s move to Solana. Decentralized internet coming to Solana! Pair it with the phone coming out early next year and you have a fully operational hardware stack for the internet.

Jim Cramer, that’s right, that Jim Cramer, said that only idiots are holding Solana. He’s taking everything I’m working for. But for real, I’ve said this before and I’ll say it again, this guy is like crack to boomer’s and

Finish on resiliency. High risk, high reward, we are seeing the other side of the risk right now.

It’s tough. People are losing serious amounts of money. I am not overinvested but it takes a toll to be down so much. So anyways I feel for anyone out there and my dm’s are open for anyone needing some positivity.

Props on the artwork for this pod, from the DudeDao, @marculinopng on Twitter.

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Gm, Gm all!

It’s a bear market, fud is all around us, crypto market is down, Solana is down, NFT’s are mostly sideways, but still tons to go over. I’ve been debating the idea of how we move the space forward and have actually come around to the Web 3 narrative and think we should all get behind it. Why? It rebrands crypto, gives a much more positive connotation and also puts together all these different factions of crypto communities giving us one big central idea to push.

All the different communities and coins and protocols are too much and the infighting does nothing. I normally cover what’s the biggest fud, and it’s the internal fighting. It’s Eth vs BTC, it’s Eth vs Sol, it’s Solana NFT projects bickering about royalties. It’s actually the biggest users and biggest bulls that aren’t doing themselves any favors. I think a lot of these discussions aren’t meant for the public and are boring af. A lot of this is arguing about the wires that power the internet, not the beautiful applications of the innovation that we can cheer on.

I don’t know how we go about changing this, but we gotta start with ourselves and choosing positivity over fud. Solana is a positive add to the web 3 space, and we need to be promoting digital assets that are fun and can be wholly owned and secured.

Solana Price - We’re sitting at $12.19, we had a high of $14.70 and dumped to $11.70. The crazy part about this is that I can’t even tell you why. It got scary on the lows, we recovered, but you know everyone is out there calling for sub $10.
Sol/Eth - nothing burger - sitting at .0100, still down bad.
NFT News - Mara’s minted out yesterday, strong community and dope art from Near, Knittables are minting today and it looks like they are having some issues with the mint page being down. I gotta bring up the Trump drop. He dropped his trading cards and it was a smash. On Polygon. 45,000 individual pieces and they 10x’d before dropping. How do you bring about mass adoption? Bring in the niche communities and show them they can make money. Maga hit a 10x. They are a powerful community with 45 million votes for Trump as president. A former president (whether you like him and his politics aside) launched an NFT project and you’re not bullish on the space? Come on! The way it was done was smart, it was a digital trading collectible. Easy to digest, pay $99, use a credit card if you want, and you get a digital card. Whether they will be able to actually find their wallet is yet to be determined. This proves that the more that we can simplify the wording, narrative, process, the better off we are. Growth is growth.
Defi news - Drift Protocol version 2 is live to everyone. I tested it out and it’s clean AF. I think we need more of these and hope to see them succeed. I also got red pilled on Lifinity and their Flare NFT project as well as their defi protocol. I love everything about this, lock up your NFT for 6 months, earn yourself some tokens, lock those tokens, earn more. Also while you do that you are earning some of the revenue of the defi protocol. So it’s not actually a ponzi, it’s distributing profits. The team seems solid, community has been super welcoming. I also have to bring up some conversations that Toly has been having. He’s been advocating for building out a CEX on Solana. I don’t really know how this would work, but the idea would be something like a centralized organization having all reserves and addresses on chain so that you never have another FTX. I could see this being huge because the centralized experience is generally so much better. I watch Toly’s Twitter debates like an avid sports fan that doesn’t fully understand the sport, like it’s rugby or something but it’s my college so I’m rooting regardless. One of the main guys at Orca actually chimed in saying this is something they will do. Bullish. I tried pinging him in MonkeDao’s Defi channel in Discord but haven’t heard anything back. They also discussed this on the Unchained Podcast in the Episode with Cobie and Chris Burniske.
The quicky of the current thing - Trump, Polygon, multichain, L1’s even profitable, NFT smart contracts being open sourced or siloed to Magic Eden, bear market, Bitcoin development, boredom, DCA.
Best FUD - I think that everyone’s fudding, but everyone is just downbad. I think the biggest fud is people leaving the space because it’s just not as fun. We’re going to be down for a while, find some areas you can contribute to and add something positive. Or just DCA and work.

Another thing I’ve been thinking about is how I’m going to actually use the Solana Phone. They start shipping Q1 and I’m an iPhone guy. I’m ready to upgrade my phone and debating getting a new iPhone or just going 100% Solana. I’ll probably keep the iPhone because I don’t want to have those green messages in the group chat and ruin it for everyone when someone likes a post. But we’ll see.

Anyways, this is Thomas Bahamas bringing you an okay recap of the week in Solana.

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Gm, Gm to all! I’ve been thinking about the structure of this and how dumb it is. I think I need to create a good landing page and condense the Podcast with the post. So here it is. I’m also scrapping that intro song because I don’t want to many people to listen to this just for my sing along to having Sol but not being a soldier.

I’m also debating writing a script versus having a list of topics and just riffing on them. The whole idea being this is to get better at speaking, and improve at it. Reading and adding a line or two after each part of the script is kind of like how Trump used to do speeches and it’s kind of lame.

I think improving my communication through having to think on the spot and just riffing might be a better challenge and something I absolutely improve on.

Another benefit I’ve been seeing from this is I get to see just how good or bad my thinking is by listening through it. If I’m trying to piece together important information on a weekly basis and I have a hard time seeing through why the team at Crypto Duck Punks aren’t pumping it, maybe I need to refocus my lens.

With that, let’s ride.

Solana Price - We’re sitting at $13.76, dumped under 13 and pumped with the rest of the market to over $14 before settling down.
Sol/Eth - nothing burger - sitting at .01038, moving similarly, wen decouple.
NFT News - Toys R Us, yes that Toys R Us dropped an NFT. Huge news, cool that they dropped on Solana. Minted at 7, they revealed and they are uninspiring giraffes.
Defi news - protocols opening up, total value locked in these protocols is small though. Heard a good theory that Alameda was actually a good thing for defi because they brought liquidity and prevented other wales from moving markets easily. So we would be more of sitting ducks.
The quicky of the current thing - Sam Bankman-Fried arrested, DeGods praised in an article by The Block for positivity in the Sol NFT ecosystem despite token price dumping, small pump this morning from favorable CPI numbers, Polygon hate still here, Binance now facing a bank run with everyone removing funds and they had to halt withdrawals, GBTC discount is at 50% and Grayscale/DCG blowup is looming, FTX hearing ongoing now, SBF was to testify but that fool is locked up, Elon keeps changing things up on Twitter, people are wising up to using hardware wallets, BTC maxi’s are feeling emboldened by some crypto doom, Eth L2’s are heating up and Arbitrum seems like the most interesting one with GMX being a delight to use.
Best FUD - nothing really new here, just continued positivity and data coming out on Solana with good communication from the top.
Topics I riff on:
The roll of Personal finance in Crypto. What’s responsible vs irresponsible?
Value of pump n dumpers in NFT’s. Presale, Whitelist meta and thinking of them as hired marketers.
Conspiracy theory for Crypto Duck Punkz and the Bonk dog coin dropping.
Building your own echo chamber to make the algorithm's your b***h.
Lastly Red Panda Squad is derugging today and by respawning them on a different contract they own. The project was compromised by an anon dev who had the private keys to the project. So they flagged it on Magic Eden and it almost went to zero. I would say they weren’t the best communicators, weren’t clear that they f’d up, but it’s what got me pumped about nft’s and communities so they are back.

Appreciate your time, and let me know what you think.

Thomas Bahamas (not in the Bahamas)

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I also meant to talk about Samo Coin and dog coins on Solana. Shout out to all the dogs out there.

We do a little review of price, Polygon, Defi, NFT’s, I make a joke, and if you read this you’re going to make it. Drop a Solana addy in the comments and I’ll send you some Samo’s.

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com

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I don’t know why it’s so hard to read 11 and a half f ing minutes without losing my voice and breathing like a freak.

Full post:

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Solana Weekly: Recent Episodes

Solana, but slowed down to a weekly timeframe.

SolanaWeekly #Agriculture #Blockchain #Innovation #GlobalTrade