Extended Hormuz Closure Accelerates Alternative Energy Shift
What are the longer term ramifications of an extended closure of the Strait of Hormuz? Growth in alternative energy sources? What else?
PropAMMs: Decade‑Defining Innovation in Market Microstructure
0/ PropAMMs are one of the most important innovations in market microstructure in years, possibly decades. A thread
Solana Poised to Become Primary Payments Platform
Solana is the natural place for all payments to go Credibly neutral. Fast. Cheap. Battle tested. Global infra (custodians, MMs, wallets, etc) and on/off ramps (CEXs, moonpay, Bridge, etc) My expectation is that while Tempo will have some wins, Tempo will end...
Solana Mobile Stack Partners with MediaTek, Reaching Half Android Devices
Probably the most important announcement from Breakpoint that got ~0 coverage Solana Mobile Stack team is integrating directly with Mediatek, which produces chipset for ~45-50% of all Android phones in the world (>1B devices / year) https://t.co/1MfZEXnMr6 https://t.co/v64sEst9DE
Crypto Must Reward Long-Term Holders with Pro‑Rata Value
FWIW I agree strongly with the spirit of this. Mechanics need to be refined though Tad equities don’t offer a way to reward long term holders I think crypto teams should figure out ways to deliver super pro rata of value to...
ZkTLS Enables Atomic Fiat-Crypto On/Off Ramps
The specific service I want to see built here Use zkTLS to facilitate *atomic* p2p on/off ramps There are two sides to every on/off ramp. the fiat/banking side, and the crypto side Crypto side is easy. put funds in escrow account on chain Use...
Manus Makes General-Purpose Agents Legit, Unlocking zkTLS Potential
Manus feels like the first time general purpose agents feel legit Big opportunity for implementing zkTLS on top of Manus
Solana Mainnet Set to Outpace Major CEXs By
My one big prediction for EOY 2026 Solana mainnet will rival or exceed all major CEXs for majors for spot and perps
Altitude: The Go‑To Platform for On‑Chain Businesses
If you’re running a business on chain Try Altitude
Early Investor Proudly Backed Multicoin and TrueMed
Justin was one of the first investors in Multicoin I’m proud to have been one of the first investors in TrueMed
Bought a Solana Crypto Poker Set on Fundl
There is a crypto poker set on @FundlDotFun This is awesome. I just bought a Solana poker set https://t.co/eiwMON57NM https://t.co/D7CrBq7Zb4
Zcash Privacy: Solving Full-Node Proofs Without Trusted Third Parties?
Question for all the zcash people out there Back in the early days of Zcash - sapling and such - one of the fundamental problems with achieving functional privacy was that you had to download the entire blockchain to your device...
Understanding Gold's Yield Sources Explained
On oro, where does the yield come from?
Investors Should Prioritize Business Constraints Over Technical Details
One of the most unintuitive things I’ve learned about investing is that technical DD does not matter beyond understanding something is not violating the laws of physics For any given hard terminal technical problem, some % of engineers will net out...
LLM Wrapper Lets Users Trade Predictions via Kalshi, dFlow
Product idea LLM wrapper where you can trade against the LLM for prediction markets LLM taps into @Kalshi + @dflow liquidity to bridge to end user
DeFi Continues to Outperform Traditional CeFi Platforms
outperforming CeFi (context below)
Solana: The Backbone of Internet Capital Markets
Internet capital markets are built on Solana
Curating Top Picks From 199 SolanaConf Talks
0/ 199 talks at @SolanaConf Breakpoint 2025 Over the next few days I'll watch all of the ones that catch my interest, and post my favorites as replies in this thread When I'm finished, I'll quote tweet this so you have one...
Ethereum's Many Clients Slow Pace; Solana's Spark Competition
In Ethereum, many client implementations led to lowest common denominator setting execution pace In Solana, multiple client implementations led to a rivalry in which the client teams compete to beat each other
On‑Chain Prediction Markets: Shaping Tomorrow’s Decentralized Forecasting
Future of on chain prediction markets
Vertical Stablecoin Neobanks Set to Proliferate
There will be many vertically focused stablecoin neobanks
Solana’s Game‑Changing Development of the Past Year
0/ It's Breakpoint week! Me and the entire MCC team will be around. Say hi! Going into Breakpoint, I wanted to share some thoughts on what I think was the most important development in Solana in the last 12 months.
Connecting Regulated CeFi with Permissionless DeFi
Builder codes Bridging regulated CeFi to permissionless DeFi
Fin: A Cutting-Edge Business Payments Experience Launching Soon
Fin is one of the coolest business-focused payments experiences I've seen Rolling out soon!
FWD Launches Proprietary AMM, Now in Testing
Probably the most under appreciated announcement from yesterday’s Investor Update call for @FWDind was that we are building our own prop AMM. It’s in testing now. Powered by Jump and Galaxy Very excited for this. $fwdi (We changed the ticker away from...
Gradual On‑Chain Integration of @FWDind Begins
bringing @FWDind on chain, one step at a time
Forward Launches Its Liquid Staking Token
Forward’s liquid staking token is live!
Multicoin Party Hits Breakpoint Next Week
Multicoin is hosting a party at Breakpoint next week! https://t.co/pMJZLpAMRE
Kalshi Markets Go On-Chain Through dFlow Integration
. @Kalshi markets are coming on chain via @dflow
Multicoin Team Attending Breakpoint – DMs Open
Entire Multicoin team will be at Breakpoint. DMs are open for the entire team, lets catch up!
Fund Managers Shun Tokens Until 50% Vested
I generally agree with this in theory, but not in practice In practice, every liquid fund manager I speak to says they will not even consider buying a liquid name until the token is at least 50% vested. Just an outright...
100% Day‑One Token Unlock Essential for True Price Discovery
FWIW I’ve been advocating for 100% day 1 unlock for years with port cos Only way to get true price discovery The team that came closest to doing this was… Solana! One massive cliff at month 9
In $500B OAI Market, Longs Vs
Assume spot for OAI is $500B For hypothetical derivatives, are longs paying shorts or are shorts paying longs?
Solana Holds Highest On‑Chain BTC Depth
Most on chain depth for BTC is on Solana
MMs Price CLOBs via Cross‑venue Midpoints, Offering Dual Liquidity Formats
@jt_developer you focus on prop AMMs pulling prices from other CLOBS... how do MMs price on cLOBs? by looking at mid price and such on many venues you can provide liquidity in CLOB format or prop AMM format. both can be...
Prop AMMs Rival Binance in SOLUSD Volume, Independent Pricing
@jt_developer 1) prop AMMs now rival binance in SOLUSD volume 2) you don't know how they work 3) there is no reason why they must be tethered to the binance price at all
All AMMs Price Assets Uniquely, Quoting as They Choose
@jt_developer every prop AMM is different, they quote however they want
Long-Time User Praises Vaults for Consistent Satisfaction
@MikeIppolito_ I have been a happy customer of vaults for a long time!
SEC Grants Another No‑Action Letter to Multicoin Portfolio Firm
The SEC issued another no action letter to another Multicoin Portfolio company!
Multicoin Summit Hits NYC Tomorrow – Sneak Peek Inside
Multicoin Summit is tomorrow in NYC. Sneak peak below Videos coming soon! https://t.co/1TPd61GWN8
Clear Positive Momentum Boosts BSOL Outlook
This is unequivocally bullish for BSOL
Zero‑Fee Trading & Token Hype Inflate Fake Volume
0 fee trading + teasing a token how could that possibly lead to fake volume? https://t.co/s7ewAqEHmw
Trade Solana From NYSE Floor After Hours
So it turns out you can trade from the floor of the NYSE after hours On @solana ! https://t.co/Lt4p7SgeBc
Happy BSOL Holder Celebrates Their Investment
Happy hodler of BSOL here https://t.co/WRCC2cKflg
Prediction Markets Boost Public Financial Literacy
One of the best side effects of the rise of prediction markets is that they will help substantially improve financial literacy in society Seeing percentages regularly, and every once in a while thinking something is mispriced, will work be great for...
New Release Arrives, Thanks to Gemini
It’s here! Thanks @Gemini https://t.co/MsYe8osjlG
Measure Economy by Capital Turnover, Not Net Worth
In virtually all respects, the way society talks about the economy is not the value of current wealth, but the rate of capital turnover We talk about GDP not national net worth Focus on on-chain metrics of capital turnover (transfers, trading volume),...
Introducing a New Framework for Attention Markets and Oracles
Our latest blog post from my colleague Eli Here he outlines a new construction for attention markets and attention oracles If you’re building in this space please get in touch!
MCC Invests Heavily in On‑Chain Privacy Solutions
0/ There has been a lot of discussion around on-chain privacy recently Led mostly by @0xMert_ At MCC, we have spent a lot of time thinking about privacy, and have invested quite a bit of cash Some thoughts
Hosted Stablecoin Panel at Federal Reserve Innovation Day
It was an honor to host a panel on stablecoins at the @federalreserve ‘s payment innovation day yesterday! https://t.co/mP9COcxRrh