Forgive me for the delayed publication of this week’s Market Musings as I’ve been recovering from the long journey back from Singapore. Given this opportunity, I would like to share a couple of my thoughts and takeaways from the Solana Breakpoint Conference and what I think it means as we move into Q4 and beyond. While you wait for the full publication of this week’s Market Musings (scheduled for tomorrow, 9/27), please enjoy my thoughts below.

I’ll start by saying that I very rarely attend crypto conferences. They have often felt very ‘hype’ driven and hopeful without much real, tangible things for people like myself to latch onto. Lots of promises, and very little delivery.

That said, looking back on everything that has happened over the last year (and really since the FTX collapse in late 2022), I felt obligated to re-asses my priors and really see what has been going on under the hood. After attending last week’s conference, speaking with and listening to those building within the Solana ecosystem, I have to say… I was quit