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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
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 -
🎙️ 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
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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🌾 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.
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 -
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!
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 -
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.
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 -
* 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
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 -
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 [email protected] 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.
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 -
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!
1. 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.
2. Meet Daria from Neon
• Guest Introduction: Daria, Developer Relations at Neon, shares her role and Neon’s mission to onboard EVM developers to Solana.
3. 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.
4. 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.
5. 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.
6. The Impact of Solana’s FireDancer on Neon
• Enhanced Performance with FireDancer: Discussing how FireDancer benefits Neon by increasing transaction speed and throughput.
7. 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.
8. 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.
9. The Future of Interoperability
• Bridging Blockchains: Discussing the importance of interoperability and how Neon facilitates interactions between EVM and Solana.
10. Developer and User Experience: Solana vs. Ethereum
• Comparing Ecosystems: Examining the differences in user experience and developer tooling between Solana and Ethereum.
11. 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.
12. Navigating Crypto Regulations
• Regulatory Landscapes: Sharing thoughts on crypto regulations in different regions and their effects on developers and users.
13. Rapid-Fire Questions with Daria
• Fun Insights: Light-hearted questions covering topics like participating in crypto culture, working remotely, and personal interests.
14. Building in Bull and Bear Markets
• Preferences and Strategies: Discussing the pros and cons of building during different market conditions.
15. Cultural Exchange: Italian Food and Wine
• Italian Cuisine Discussions: A conversation about Italian dining customs, favorite wines, and cultural observations.
16. Closing Thoughts and Upcoming Announcements
• Teasing Neon’s Big News: Daria hints at a significant upcoming announcement and encourages listeners to stay tuned.
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 -
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.
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 -
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.
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 -
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.
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 -
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!
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 -
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.
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 -
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.
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 -
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.
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 -
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.
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 -
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.
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 -
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!!!!
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 -
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?
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 - Daha fazla göster
