RT Lily Liu (@calilyliu)Spent a very special few days in Bhutan 🇧🇹We’re working with DK Bank to tokenize gold (TER) on Solana, and came both to advance that collaboration and to join National Day.Bhutan is led by a builder.Solana is a network built by builders.This is just the beginning of what I hope becomes a long-term partnership—bringing new forms of economic development to Bhutan while expanding the Solana on-chain economy. Internet capital markets make capital formation possible anywhere.Bhutan’s core ...

RT SolanaNews.sol (@solananew)🚨SOLANA SET TO SURPASS ETHEREUM IN ANNUAL REVENUE FOR THE FIRST TIME IN HISTORY!!!🚨 https://t.co/1tBvyH8azd ...

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]

2026 thesis: perps, privacy, predictionsmy rough prediction for 2025 was that the dopamine receptors of the masses would dry out by year-end and non-speculative regulatory-friendly things would get the spotlightwe are seeing this w the payments chains, stocks, and things like canton nowit seems this largely played out directionally correct and the question remains what happens next?I think a few things will happen:- crypto is made up of the commercial, the casino, and the cypherpunk- the cypherpunk aspect h ...

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]

RT jo (@dev_jodee)Introducing Solana KeychainA flexible, backend agnostic signing library for typescript and Rust https://t.co/7c6eZAVggs ...

Core Insights - Solana's price has been fluctuating between $117.3 and $128.8, indicating a cautious market with traders hesitant to take strong positions [1] - The market is experiencing a balance issue between spot buyers and an active derivatives market, which is influencing price behavior [2] - Technical levels are becoming increasingly important as traders look for clearer signals in the final weeks of 2025 [1][2] Market Activity - Trading volume for Solana reached approximately $6.0 billion over a 24-hour period, with a market capitalization around $70.9 billion [2] - Derivatives market activity includes about $1.497 billion in 24-hour perpetual volume and open interest near $365 million, indicating continued leverage usage by traders [3] - Total perpetual volume over the past 30 days is close to $39.8 billion, reflecting ongoing interest in short-term trading [3] Price Action and Technical Analysis - Solana is testing a significant support zone that has been monitored for nearly two years, with price compressing near this level [4] - The three-day chart shows that SOL has pulled back in an orderly manner from late-2025 highs and is moving sideways around a previous base [4] - Momentum indicators, particularly the RSI, are showing bullish divergence, suggesting that selling pressure may be weakening [5]

@solana @monad @SeiNetwork @HyperliquidX @Polymarket https://t.co/yZOabbmjxR ...

@solana @monad @SeiNetwork @HyperliquidX @Polymarket More to come.🔗 The Year of the Fox: https://t.co/xCNcHeVMh8 https://t.co/6gl3aZkAbI ...

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 ...