RT vibhu (@vibhu)Lily and Kyle left these categories for deadNow is your chance to prove them wrong ...

$SOL to $30ooohyess ladsour magnets are working https://t.co/bq1FeXqruj ...

RT Solana (@solana)https://t.co/4SszQOGFq7 ...

https://t.co/4SszQOGFq7 ...

RT RaptorX (@huntonraptor)Today, we’re launching Claw 5.0 on https://t.co/vDdRX9fpaxThe world’s 1st AI model purpose-built for Prediction Markets & Crypto, powered by @solanaClaw 5.0 enables traders to make confident, smarter decisions through intelligent conversation.Let’s dive in 👇(🧵/3) https://t.co/Gpp99cNPQp ...

RT Superteam UK (@SuperteamUK)House of SolThe home for institutions and DeFi on Solana https://t.co/6bjmsTaBdd ...

Core Insights - Solana's price is under sustained pressure, continuing a three-week downtrend with SOL trading near $80, indicating weak investor support and bearish macro conditions [1][12] - The profitable supply of Solana has fallen to 15%, the lowest level since November 2022, suggesting that most holders are currently underwater [2] - Long-term holders (LTHs) are showing signs of weakening conviction, with increased token movement from dormant wallets indicating distribution rather than accumulation [7][8] Market Conditions - The current market conditions differ from historical stabilization phases, as broad market weakness and deteriorating long-term holder sentiment limit the usual recovery effect [3] - A sustained rise in Liveliness, which measures long-term holder activity, indicates eroding confidence and can amplify bearish trends [8] Long-Term Holder Behavior - Signs of LTHs selling became evident in late January when the Net Unrealized Profit and Loss (NUPL) fell below zero, marking capitulation and aggregate losses for long-term holders [9][10] - The last occurrence of LTH's NUPL dropping below zero was in May 2022, which led to widespread distribution before stabilization [10] - The delay in the spike of Liveliness after LTHs capitulated suggests that holders initially waited for a rebound, but ultimately sold as prices continued to decline [11] Price Trends - Solana's price remains within a defined downtrend, holding just above the $79 support level, with sustained weakness in investor demand increasing the risk of a breakdown below this threshold [12]

Core Perspective - Solana aims to establish itself as the execution layer for "internet capital markets" in Asia, facilitating online asset issuance, trading, borrowing, lending, and settlement without traditional financial intermediaries [1] Group 1: Event Insights - The Solana Accelerate APAC event in Hong Kong featured a focus on institutional themes, emphasizing payments, tokenization, and the necessary infrastructure for integrating traditional finance [2] - Discussions included topics such as SOL staking ETFs, digital asset trusts, stablecoin infrastructure, tokenized securities, and regulated exchange-traded products [2][3] Group 2: Industry Collaboration - Asset managers like Mirae Asset and ChinaAMC participated alongside infrastructure firms such as CME Group and Fireblocks, indicating a strong interest from traditional financial institutions in the blockchain ecosystem [3] - Payment systems were a significant focus, with sessions dedicated to compliant stablecoin infrastructure and cross-border applications, highlighting a shift towards real-world adoption rather than speculative trading [3] Group 3: Infrastructure and AI - The event showcased the intersection of blockchain settlement layers and AI applications, reinforcing Solana's emphasis on speed and scalability [4] - The overall sentiment was one of resilience and commitment to building infrastructure despite market downturns, with a focus on practical solutions [5][6] Group 4: Practical Challenges - Key discussions revolved around the scalability of stablecoins, compliance for institutional onboarding, and the metrics that matter for selling on-chain solutions to asset managers and banks [6] - The event highlighted the need for user-friendly wallets and robust tokenization infrastructure that can withstand regulatory scrutiny [6] Group 5: Market Sentiment - The prevailing attitude was that while Solana is not immune to market cycles, the builders on the platform are focused on what truly matters, regardless of market conditions [7]

"I believe the supercycle for @Solana would start in APAC, just the sheer volume of people, assets, and the attitude towards new technology."@JosephChee_, Executive Chairman of @Solana_Company, at @consensus_hk https://t.co/vfHd4GtPsG ...

"The securities regulator CSRC in China officially said: you can use onshore assets, tokenize them, and do your RWA crypto business outside of China.All you have to do is make a filing. They didn't even say you had to be pre-approved. Just file with us and you're fine."@JosephChee_, Executive Chairman of @Solana_Company, at @consensus_hk ...