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X @mert | helius.dev
mert | helius.dev· 2025-09-16 14:08
fwiw:when I named it Helius:i) Helio did not exist (and it now got acquired anyway)ii) Helium was its own L1, not on Solana (also a noble gas!)iii) DATs did not existiv) the aerial vehicles known as helicopter did exist (but weren't that common)thx! ...
X @Solana
Solana· 2025-09-15 20:43
RT Empire 🟪 (@theempirepod)New episode with @KyleSamani out now! @JasonYanowitzWe discuss:- Raising $1.65B for @FWDind- Partnering with @jump_ & @galaxyhq- Integrating DATs into DeFi- Internet capital markets- What's next for Forward Industries?- Stablecoins, SOL ETFs & more!Timestamps:00:00 Introduction01:28 The Ultimate Vision For Forward Industries08:58 Raising $1.65B For Forward Industries10:56 Partnering With Jump & Galaxy16:35 Ads (Peaq)17:27 Integrating DATs Into DeFi25:22 M&A Strategies29:58 BTC vs ...
X @mert | helius.dev
mert | helius.dev· 2025-09-15 00:18
We are about to see a colossal DeFi renaissance on Solana- Best market makers in crypto competing to death on Prop AMMs- Orderflow game getting interesting with Jupiter, Phantom, Dflow, Titan- New Solana DATs injecting billions into DeFi onchain- TPU sending via RPC is getting better by the day- Alpenglow reducing finality to 100-150ms- Teams starting to CU golf to increase onchain velocity- Stablecoin competition driving yield back to DeFi- Tokenized stocks gaining more adoption- Pump gaining more traction ...
X @mert | helius.dev
mert | helius.dev· 2025-09-14 14:14
Ecosystem Dynamics - The industry anticipates increased activity involving Decentralized Autonomous Tokens (DATs) acquiring other ecosystem DATs [1] - The industry foresees the potential for DATs to fractionalize, sell, and hold (FSH) acquired assets into their own [1] - The industry speculates on a scenario where a SOL DAT acquires a discounted BNB DAT [1] - The industry envisions the acquired BNB being FSHed, with the proceeds used to purchase SOL [1] Market Strategy - The industry views these actions as a form of "the ultimate game of capitalism" [1]
X @Messari
Messari· 2025-09-12 14:25
exotic RWAs, DATs, PumpFun buybacks, Stripe’s Tempo, USDH, & more with our Enterprise team.00:00 exotic RWAs primer02:00 Macro & Fed odds (25 vs 50 bps)06:00 Solana DATs12:40 PumpFun buybacks debate23:00 Stripe Tempo L140:20 Hyperliquid USDH56:00 exotic RWA momentum & UX ...
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-09-12 13:31
Decentralized Autonomous Trading Strategies (DATs) - The market observes the increasing adoption of DATs across different risk profiles, noting the rise of SOL DATs and the announcement of an Avalanche DAT that has raised enough capital to potentially acquire 8% of the total supply [1][2] - The industry acknowledges the potential impact of DATs on underlying asset prices, as demonstrated by the positive price reaction of AVAX following the Avalanche DAT announcement [2] AI-Enabled Applications - The industry anticipates a second wave of AI applications within the crypto space, focusing on on-chain implementations and the realization of Decentralized AI (DeFAI) [3] - The report highlights specific areas of interest, including sports-betting agents with provable edge, novel capital formation agents, and the Circuit project, emphasizing the continued value at the intersection of crypto and AI [4] Prediction Markets (PMs) - The commencement of the NFL season has significantly boosted volumes across prediction markets, generating increased interest and discussion [5] - Prediction markets are uniquely positioned to attract retail attention due to their simplicity, flexible resolution times, relevance to mainstream topics, and resistance to manipulation compared to memecoins [5] - The industry is exploring second-order effects, user behaviors, exotic hedges, potential composability, and future directions for prediction markets, identifying it as a high-potential area for content creation [6] Decentralized Finance (DeFi) - The author was clear about DeFi farms over the summer [7] - Polkadot Hydration farm incentives are slated to end at the end of September [7]
X @Ivan on Tech 🍳📈💰
Market Trends - Solana DATs are raising billions of dollars [1] - These DATs are expected to market buy SOL [1] Investment Opportunities - The author suggests that being bearish on SOL right now is not a good idea [1]
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-09-04 23:57
Industry Perspective - The author is motivated to share thoughts on DATs (Data Analytics Technologies) and their impact [1] - The analysis will focus on the structural effect of DATs on major companies [1] - STSS (Specific Trading and Settlement System) will be specifically addressed in relation to DATs [1]
X @Kraken
Kraken· 2025-08-22 12:01
Macroeconomics & Monetary Policy - The report discusses DATs (Digital Asset Transfers) and the Federal Reserve (the Fed), focusing on navigating the driving forces behind them [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-08-20 03:01
RT Ignas | DeFi (@DefiIgnas)State of the Market #7 is outIn this post I cover:• It’s All About DATs Now• Bull Case for Altcoin DATs• Time to Sell?• Sky Protocol Gets S&P RatingRead here ↓https://t.co/upIVYMML0o ...