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Solana· 2025-12-20 13:18
Blockchain & Finance - Blockchains are distribution engines for financial products, similar to how YouTube distributes content, reshaping the products themselves [1] - Solana aims to create markets optimized for active participation, catering to crypto's active retail user base [2] - Traditional markets favored long-duration US growth assets due to passive dominance, low interest rates, and low inflation, but this regime is changing [3] Market Trends & Valuation - Narratives are abundant and losing value, shifting the focus to cash flow as the new coordination point [4] - The valuation premium is shifting away from distant promises and toward present, verifiable earnings [4] - Cash-flow-producing businesses are becoming scarce and mathematically verifiable coordination points [5] Investment Opportunities - Bringing more stocks on-chain, especially in hard-to-access and cheaply valued markets like the Dubai Financial Market (DFM), could re-rate their valuation [5] - DFM trades at a 14 PE ratio, while similar markets are ~2x more expensive, potentially due to accessibility issues [5] - Value businesses will have a higher valuation with more distribution, similar to YouTube videos gaining more views than local TV broadcasts [6]
X @Solana
Solana· 2025-12-20 03:33
RT R3 (@inside_r3)For over 100 years, mutual funds have given investors access to professionally managed portfolios. Corda is rebuilding that model for the on-chain world, exclusively on @Solana.Instead of static funds and slow distribution, Corda brings real-world assets on-chain and packages them into curated vaults run by experienced curators. These vaults are built for how on-chain investors actually deploy capital, with transparency, flexibility, and composability from day one.And the difference is wha ...
X @Solana
Solana· 2025-12-19 23:10
Industry Maturation - The industry is transitioning from "hoodies" to "suits," indicating maturation and integration into daily life [1] - The distinction between DeFi (Decentralized Finance) and TradFi (Traditional Finance) is expected to diminish, with both converging into a unified finance sector [1] Technology Adoption - Technology adoption typically progresses from early adopters ("punks") to a broader user base ("hoodies") and eventually to mainstream adoption ("suits") [1]
X @Solana
Solana· 2025-12-19 21:54
RT Solflare - The Solana Wallet (@solflare)Introducing: DeFi Positions 🔀You can now view your DeFi positions across Solana’s biggest and most popular protocols.From our app or extension, get a unified overview of your tokens, NFTs, and DeFi positions right from your portfolio.Your DeFi overview awaits! ↓ https://t.co/hE1muGIAEl ...
X @Solana
Solana· 2025-12-19 21:33
RT Oro (@orogoldapp)We're super proud to announce our first proof of attestation report (Nov. 2025) is now officially live.We worked directly with RSM, a leading consulting firm, to directly attest our reserves and confirm full backing of our gold.Check it out here → https://t.co/VVz0l5tIM2 https://t.co/9FL7xzr0ML ...
X @Solana
Solana· 2025-12-19 20:23
RT BAGS (@BagsApp)Get ready for The Bags Hackathon.$1,000,000 in grants to builders on @BagsAppwhat: build good tech, win cash, start companies.where: onlinewhat's next: start brainstorming your ideas.If you want to sponsor or judge:DM us or anyone else from the Bags team.for builders:submit your project on the form below.more details coming soon. ...