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X @mert | helius.dev
mert | helius.dev· 2025-12-21 19:35
Market Trend - Solana is becoming the liquidity layer of crypto [1] - Onchain SOL-USD volume has exceeded Binance + Bybit spot SOL volume for 3 consecutive months [1] Competitive Advantage - All pairs will be more liquid and tradeable on Solana than any other market on earth [1] - Structurally, competition is difficult due to concentrated liquidity and UX on one chain [1] Adoption Rate - Real adoption is reflected in the onchain SOL-USD volume exceeding Binance + Bybit spot SOL volume [1]
X @mert | helius.dev
mert | helius.dev· 2025-12-21 19:33
RT Kaviish (@kaviish)Solana isn’t just a memecoin chain. It’s becoming the liquidity layer of crypto.Onchain SOL-USD volume has exceeded Binance + Bybit spot SOL volume for 3 consecutive monthsThis is what real adoption looks like https://t.co/5NRFaJWVlG ...
X @mert | helius.dev
mert | helius.dev· 2025-12-21 18:48
this is one of those tweets that either gets 500k likes or like 18 ...
X @mert | helius.dev
mert | helius.dev· 2025-12-21 18:47
chicago's risk quant scene is so insane that its NBA team are the Bulls and its NFL team are the Bears so that the city remains delta-neutralincredible ...
X @mert | helius.dev
mert | helius.dev· 2025-12-21 17:01
@Wealthsimple @mkatchen brother ended up getting this btwwoohoo ...
X @mert | helius.dev
mert | helius.dev· 2025-12-21 14:30
I have figured out a way to permanently disable kyle samanii) tweet that SOL is going to zero in the next 6 monthsii) wait for kyle to respond with "let's structure a prop bet here. terms?"iii) say yes but only if the terms are reasoned by analogyrespond with an analogy for the terms, i.e "the same odds a man would face fighting against 100 duck sized horses"iv) he replies "reasoning by analogy actively leads to the wrong conclusion" but then hasn't finished structuring the bet yetvi) infinite loop, gg ...
X @mert | helius.dev
mert | helius.dev· 2025-12-21 13:24
cardano is in the top of 10 all crypto assets in size at 13 billion american dollars13,000,000,000 — 9 zerosbut yeah L1 valuations are rational ...
X @mert | helius.dev
mert | helius.dev· 2025-12-21 12:48
breakpoint london it isi've always been a big fan of this idea idk why ppl are hating on the uk https://t.co/VHd4FYuSrX ...
X @mert | helius.dev
mert | helius.dev· 2025-12-21 12:47
RT Kyojin.sol (@Kyojindoteth)Last 24h on Solana, MetaDAO Index snapshot, courtesy of @Orb_Markets:• $Umbra leads with a +45.1% move• $Avici, $OMFG, $SOLO, and $META show steady positive momentum• @MetaDAO remains the largest by market cap at $144.5M• @UmbraPrivacy posts the highest volume in the group at $1.44M• Smaller caps such as $Loyal, $PAYS, and $ZKFG show modest but positive activityFutardio ...
X @mert | helius.dev
mert | helius.dev· 2025-12-21 11:45
my intuition is that tokenized stocks will follow the same path as stablecoinsthere will be concerns around what they are actually backed by (similar to tether back in the day)but fundamentally they will increase access for so many people that the feature set will end up being superior to stocks held via a brokerage through competition ...