Top Results1515 results
Finding the Fun in Fundamentals #2 - Wemade
The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 2025
Solana the Modular
SVM everywhere Now looking into SVM enabled rollups, we’re currently seeing 2 cases broadly Rollups...Its performance might rival or surpass Gen 2 EVM rollups like MegaETH....To solve this, they’ve added an additional Layer 2....The 2 main applications that Rimark targets is Payment orchestration which serves as a side core and...
50 Min
Layer 2 / L2
Aug 2024
Paladin of the Solana Round Table
MEV on Solana: A High-Stakes Game Solana’s is a powerhouse of speed and efficiency....However, this very efficiency has turned Solana into a high-stakes battleground for MEV extraction....In the first quarter of 2024, most metrics associated with Solana MEV repeatedly hit new highs....Despite this setback, MEV activity on Solana continues to thrive.
21 Min
DeFi
Sep 2024
Move over Foundation, Solana wants to decentralize
Yesterday, a new policy by Solana foundation was unveiled, which addresses an issue unknown to normies...Running high performance nodes for Solana requires higher capital as expected, due to – hardware costs...
2 Min
Validators
Apr 2025
Better Now? -Market Update 3/2/2025
As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve. If you have any questions, please comment below or m...
1 Min
Macro & Markets
Mar 2025
Beyond Latency: Solana, Ethereum and Hyperliquid  Competing on a New Front
On Solana today, a market maker reportedly wins the cancellation race barely 5% of the time; on Binance...Solana is doing it via MCP, TEE’s help with same for Ethereum blockbuilders (via Buildernet) and L2...
4 Min
DeFi
May 2025
MON Protocol - Primed for IP Expansion
Its 2% depth on Bybit – an indicator that tries to evaluate the required liquidity to move a token by...2% – is just $3.5k-$4.5k, with even lower depth on Bitget ($2k-$3k) and KuCoin/MEXC ($1.2k-$1.8k)....be confirmed), all in-game payments would unlock discounts when using the token on an external web page...
16 Min
Gaming
Apr 2025
An Ode To Bitcoin
And Solana was still 15+ months away from its mainnet launch....10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...Stablecoins hadn’t yet exploded onto the scene, and modern blockchains like Solana and Sui hadn’t been...
12 Min
Other
Dec 2024
All My Coins Are Dead - Market Update 2/25/2025
As promised – a market update video given the turbulent conditions we are facing. If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back...
1 Min
Macro & Markets
Feb 2025
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
Introduction Solana has been the breakout L1 blockchain of the last couple of years....Solana has, over the course of the last 2 years, matched or outperformed Ethereum L1 across a wide variety...Solana Ecosystem – Limited to Memes?...Broader initiatives include the ongoing development of Solana’s mobile device Chapter 2, FORMA‘s Solana...
26 Min
Infrastructure
Feb 2025
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
To me, it seems like a pseudo-intellectual buzzword salad narrative that is intended to imbue the Solana...Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...Back in January, during the final innings of the Solana trenches, Yapster and Clout.me enjoyed brief...
5 Min
DeFi
May 2025
The Public Crypto Accumulator Era - Part 1
Part 2 will examine the systemic consequences: how public accumulation is transforming token liquidity...Solana: Combines validator-based income with fast execution and public narrative leverage....Why Ethereum, Solana, and XRP Lead Public Altcoin Treasuries As outlined above, Ethereum, Solana, and...They are not simply holding Solana.
31 Min
Macro & Markets
Jun 2025
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
While just 2 of the top 10 memes on Solana by market cap may have originated on the platform ($PNUT and...In just over a year, the Solana-based launchpad has transformed from upstart to kingmaker, becoming one...of crypto’s most profitable businesses while redirecting billions in trading flows from Ethereum to Solana...
16 Min
DeFi
May 2025
MegaETH: Performance to Compete With TradFi
In this landscape, MegaETH has made design choices which allow it to achieve latencies of 1-2 orders...Current state of L2s and how MegaETH fits The Layer 2 landscape is at a crucial point....the mainnet version. — toly 🇺🇸 (@aeyakovenko) September 2, 2024 MegaETH breaks away from this convergent...It has increased the Stablecoin supply on Solana by almost double.
21 Min
Layer 2 / L2
Jan 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
What about something like Solana?...Solana is just one of many Tether-hosting chains....Solana supports USD₮, but Tether doesn’t control Solana....case you want to go down that rabbit hole: https://decentralizedthoughts.github.io/2023-04-01-hotstuff-2/...Solana is great example of this.
28 Min
Infrastructure
Jun 2025
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....soon: Path dependence: The combination of (1) an existing security standard (CUSIP / ISINs) with (2)...Thesis #2: Decentralized-Virtual-Infrastructure-Networks (DeVin) The non-linear impact of AI is one of...Infrastructure giants have three major inputs: (1) land (2) labor and (3) hardware.
25 Min
DeFi
Mar 2025
The Fat App Thesis: An Inflection Point in Value Accrual
...the sake of clarification, we will refer to “Protocol” as simply the infrastructure layer (Ethereum, Solana...Solana: App-Specific Sequencing (ASS) ASS ASS ASS ASS *big sean voice* pic.twitter.com/y53WkMJWgj — lil...Ethereum and Solana are not simply “settling” transactions, but enabling programmable state coordination...
43 Min
Layer 1 / L1
Apr 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
Most Appchains Will Become Ghost-Chains / Monolithic Thesis Wins at the End If Solana continues its...The market may standardize around those two poles: (1) High-throughput monolith (Solana), and (2) ETH-aligned...That’s the fundamental difference with Solana and other execution layers that own the users....Solana did ~$758M.
47 Min
Layer 1 / L1
Apr 2025
Beyond the $HYPE: An Objective Analysis of Hyperliquid
Hotstuff algorithm, HyperBFT employs a decoupled architecture that is capable of theoretically processing 2...suggests that the value of $HYPE can be reduced to three fundamental value drivers: (1) perps product (2)...Value Driver 2: Spot Product At time of writing, HL’s spot DEX commands a modest ~2% of the spot market...
17 Min
DeFi
Feb 2025
EVM Wars: Between Giga Gas and Giga Gimmicks
...chains have forever been optimizing for scalability but have always lagged behind alt VM chains like Solana...gas throughput with 150K TPS, Sei, an L1, is also pushing for 5 Ggas/s and then MegaETH and Rise with 2...MegaETH at capacity would easily consume ~2-5B gas/s.
13 Min
Layer 1 / L1
Mar 2025