subnet miners getting 10-100x better tao entries than spot buyers. december changes everything. whales deployed $100m+ into subnet stakes earning 14.7% emissions. top subnet earning 1,058 tao daily from $3m initial stake. ...

why is everyone shorting eth at -40% apr cos blackrock bought $307m yesterday? ...

'pendle at 0.1x tvl' feels like watching money print itself every single time ...

Financial Metrics - Solana (SOL) treasury stocks are trading at a 387% premium to net asset value (NAV) [1] - Validators are earning 686% [1] Market Dynamics - A foundation is selling Solana (SOL) at a 15% discount [1] - Expecting ETF approval in September [1] Arbitrage Opportunity - The arbitrage opportunity is highly profitable [1]

Market Valuation & Investment - The market views a $3 billion valuation for an unlaunched Layer 1 (L1) blockchain as justifiable, considering the substantial investments and activities surrounding the project [1] - $64 million has been invested into the ecosystem prior to its launch [1] - Monad raised $225 million at a $3 billion valuation [1] - Apriori closed $30 million for MEV (Miner Extractable Value) infrastructure [1] - Kuru received $11.5 million from Paradigm [1] Ecosystem & Adoption - Curve committed to day-one deployment on the new chain [1] - Metamask added mainnet support, indicating integration potential [1] - 15,000 card nominations traded at 50 SOL (Solana), reflecting community engagement [1] - Jump and Citadel teams have joined the project, suggesting strong institutional backing [1] Technology & Performance - The testnet achieved 10,000 transactions per second (TPS) with 2.4 billion transactions, demonstrating high performance capabilities [1]

privacy infrastructure live on solana. privacy cash processed $50m before anyone noticed, arcium's token launches q3 with jump and coinbase backing. zk proofs solving compliance means institutions trade privately. position before jpmorgan arrives. ...

hyperliquid generated $240m in buybacks from liquidation fees over 90 days.oracleless architecture isn't a bug, it's the revenue model feeding token holders. ...

ethena's september pt maturity forces $2.45b unwind. if 4.2x leveraged positions cascade we're seeing 50% supply deleveraging. ...

Market Trends & Infrastructure Validation - DEX (去中心化交易所) 日交易量达到 20 亿美元，仅激活 Coinbase 5% 的用户 [1] - 摩根大通部署存款代币，验证了基础设施理论 [1] - Aerodrome 以 6 亿美元的总锁定价值 (TVL) 占据 50% 的流量 [1] Coinbase DEX Rollout & Potential Repricing - Coinbase 准备推出面向 1 亿用户的 DEX，95% 的用户激活待定 [1] - 基础设施重定价即将到来 [1]

vitalik's charity saved one.the market's response destroyed thousands.and holders are programmed to celebrate the donation and ignore the exit signal. ...