RT solarnius (@solarnius)@blknoiz06 @0xuberM hop in $SKR twin:- solana phones sold a ton (like $100M rev)- they're building a network on top of sol with this token using staking on the phones- 2nd sol foundation token ever ...

Core Viewpoint - The optimal capital formation model for early-stage projects should include mechanisms for long-term holders, such as staking, and a token release strategy that minimizes investor involvement at the Token Generation Event (TGE) [1] Group 1 - Toly suggests that over 20% of tokens should be released on the day of TGE [1] - It is recommended to avoid introducing investors, and if they are included, their tokens should be unlocked 100% after one year post-TGE [1] - The distribution of tokens should ideally be conducted through core user airdrops or fair auctions rather than immediate unlocks for teams and investors [1] Group 2 - A one-year lock-up period for investors may appear daunting but allows the market to reprice between those cashing out and those accumulating [1] - The staking mechanism is proposed to continuously incentivize long-term holders, similar to how long-term funds receive returns in early funding rounds [1]

thorchain just proved it can handle $282m in atomic swaps when that hacker routed stolen btc through the protocol. solana integration goes live today. rune at $0.608 is 35% below september highs. the protocol burns 5% of every swap fee. $850b of bitcoin can now swap directly to sol without wrapped tokens. rune's deflationary burn rate accelerates with every btc to sol swap. the market hasn't connected these dots yet. ...

Group 1 - The Japanese government bond market experienced a significant yield increase, prompting intervention from officials, which affected global financial markets including US Treasuries and Bitcoin [1][2][4] - Rising yields in Japan indicate increased borrowing costs, leading to market anxiety and a reevaluation of risk across various asset classes, including stocks and cryptocurrencies [2][3] - The relationship between bond yields and Bitcoin prices is highlighted, as Bitcoin often behaves like a high-risk tech stock during periods of tightening liquidity caused by rising bond yields [4][6] Group 2 - Despite the bond market stress, it is noted that this does not necessarily signal a crypto market crash, as investors anticipate central bank interventions to stabilize the situation [6][7] - Bitcoin is viewed by some investors as a "digital gold," which becomes a topic of discussion during times when traditional safe assets are under pressure [5][6] - The volatility in the crypto market is expected to persist if bond yields remain high, but if the bond market stabilizes, it could lead to a recovery in crypto prices [7]

@OndoFinance @solana Source:https://t.co/NcU0q4qADOOndo Finance (@OndoFinance):Today, Solana goes TradFi.Hundreds of tokenized stocks & ETFs are now live on @solana, bringing the full TradFi portfolio to crypto’s largest trading ecosystem.Millions of Solana users can now access Wall Street-grade liquidity across 200+ assets, including tokens tracking: https://t.co/JRZxcScOXj ...

RT Solana (@solana)BREAKING: Ondo Global Markets launches on Solana, 200+ tokenized U.S. stocks & ETFs are now available to trade https://t.co/j9hjI3MRrs ...

Accelerate growth with Galxe Business+@GalxeQuest has powered activations across Arbitrum, Avalanche, BNB Chain, Polygon, Solana, Sui, and many more ecosystemsLearn more from our team: https://t.co/UC9RAMtWEO https://t.co/Ni8P2zaUk6 ...

Core Insights - The cryptocurrency sector experienced significant volatility in 2025, with a surge in the early part of the year followed by a downturn in the last quarter, impacting investors broadly [1]. Investment Opportunities - The current dip in the cryptocurrency market presents a potential buying opportunity for investors looking to diversify their portfolios with crypto assets, depending on individual risk tolerance and performance needs [3]. - Institutional interest in cryptocurrencies is growing, with hedge funds and endowment funds beginning to invest in this sector to enhance long-term portfolio returns, indicating potential future capital inflows [3]. Top Cryptocurrency Picks - Solana (SOL) has emerged as a leading high-throughput execution layer in the cryptocurrency sector, attracting users and developers due to its high transaction capacity and low fees, which enhances its network effects and valuation [5]. - In 2025, Solana processed approximately 2.3 billion transactions and had around 2.2 million daily active addresses, showcasing its robust and organic growth as a layer-1 network [6]. - Solana has captured over 40% of the decentralized finance (DeFi) market share, driven by its scalability and cost-effectiveness, positioning it as a top crypto asset with the potential to increase 5-10 times in value over the next decade if the bullish market trend continues [7].

Core Insights - Solana is gaining traction as capital focuses on speed and throughput, with a price around $145 reflecting strong relative performance despite Bitcoin and Ethereum stalling [1][6] - XRP maintains its relevance through consistent cross-border settlement efficiency, supported by over $1.3 billion in ETF inflows, positioning it as an infrastructure asset rather than a speculative one [2][4] Group 1: Market Dynamics - The gap between network activity and price often indicates early stages of crypto rotation cycles, with increased mid-sized transfers suggesting operational demand rather than speculative behavior [3][11] - Bitcoin dominance remains steady at 59%, allowing select altcoins to gain traction without forcing traders into defensive positions, which historically precedes rotations into assets with real usage [10][12] Group 2: Altcoin Season Indicators - The Altcoin Season Index has risen from 37 to above 50, indicating potential for an altcoin season, although it remains below the 75 threshold needed for confirmation [7][18] - Current market conditions reflect a selective capital rotation into XRP and Solana, driven by clear usage trends, while leverage remains muted and open interest cools [19][20] Group 3: Historical Patterns and Future Outlook - Historical patterns show that altcoin rallies often begin with rising on-chain activity before prices react, suggesting that current conditions may lead to similar outcomes [14][15][16] - For a confirmed altcoin season, three conditions must align: Bitcoin dominance breaking below 57%, the Altcoin Index sustaining above 75, and consistent expansion of total altcoin market capitalization [20]

Solana (SOL) fell nearly 4% in the past 24 hours, a sharp reversal in direction from its recent high near $145. The drop followed a wave of liquidations in the derivatives market and broad altcoin weakness. Almost $390 million in crypto positions have been liquidated, $348 million of which were long according to CoinGlass. The selloff intensified after SOL breached its 20-day and 50-day exponential moving averages, according to CoinDesk Research's technical analysis data model. Volume surged during the ...