RT Omid Malekan 🧙🏽‍♂️ (@malekanoms)Hosseeb is correct in his conclusion that staking yields should be on the low end, mostly because slashing is either rare or on a chain like Solana non-existent. It never makes sense to pay high interest on an activity with no risk and slight liquidity disruptions.My sense is most of the newer chains that started with high emission rates did so because a)Bitcoin's curve was the default and b)They wanted grifty tokenomics that rewarded insiders (see TIA et al).But we should ...

RT The Rollup (@therollupco)"I think a lot of the staking businesses are unsustainably profitable right now." - @jon_charb of @dba_crypto"On Solana, the amount validators made in the past year is absolutely ridiculous.""A lot of the businesses today are definitely gonna get squeezed on margins.""@coinbase's taking 25% on retail staking, you just can't keep doing that long term, it's not sustainable." ...

avalanche community talking about cutting staking rewards by 50% through an ACPwould save $120M annually in emissions but validators getting half their yield. interesting timing with grayscale just adding AVAX to their top 20 and c-chain hitting transaction ATHsL1s choosing between keeping validators happy and sustainable tokenomics. network doing 1.1M transactions yesterday with 1000 validators but the emission debate never stops ...

RT Dennison (@DennisonBertram)This is a pretty interesting take, although it doesn’t entirely work with what the future regulatory guidance is going to enable.The professional staker point is salient though. That’s a problem imho, and where Ethereum is clearly winning. ...

RT The Rollup (@therollupco)We asked @hosseeb of @dragonfly_xyz if he thinks the top of proof of stake is in."We're probably going downhill from here.""Staking mania was definitely a little bit of an illusion.""This idea that you're paying for security is kind of a meme.""This kind of economic fiction, I think, had to go away at some point." ...

Summary of Upexi (UPXI) Fireside Chat - June 26, 2025 Company Overview - Upexi (UPXI) has diversified its operations into the cryptocurrency space, specifically focusing on a Solana treasury strategy, making it one of the first public companies to do so [3][6][10]. Key Industry Insights - The cryptocurrency industry is becoming mainstream, with significant events like the BTC conference in Las Vegas attracting over 50,000 attendees [1]. - The current administration is seen as a proponent of cryptocurrency, which has created favorable conditions for the industry [9]. Core Strategies and Financials - Upexi raised $100 million to support its Solana treasury strategy, led by prominent crypto venture capital firms [10]. - The company has transitioned from being a brand owner to focusing on cryptocurrency investments, with a current revenue estimate of $15 to $20 million from its remaining brand operations [7][8]. - Upexi holds 735,692 SOL, representing an 8% increase from the previous update, with a current value of approximately $107 million [35]. Investment Rationale - Upexi aims to replicate the success of MicroStrategy by accumulating Solana (SOL) as a digital asset treasury, with the potential to become a $4 billion company if it captures a similar market share as MicroStrategy has with Bitcoin [15][16]. - The company is currently the largest Solana treasury holder by the number of SOL held, backed by 15 prestigious digital asset venture capital firms [16]. Competitive Advantages - Upexi's strategy includes staking SOL to earn approximately 8% yield, which differentiates it from Bitcoin, which does not generate yield [12][31]. - The company has a buy-and-hold strategy focused solely on Solana, avoiding diversification into other cryptocurrencies for the time being [37]. - Upexi's management emphasizes best-in-class risk management practices, including prudent leverage limits and the use of qualified custodians [42][44]. Market Positioning and Valuation - Digital asset treasury companies like Upexi are compared to banks, trading at a premium to net asset value (NAV) due to their unique value accrual mechanisms [24][25]. - Upexi's stock is expected to rise with the price of Solana, and the company aims to engage in accretive equity issuance when trading above NAV [40]. Future Outlook - Upexi plans to continue focusing on Solana and is exploring ways to increase staking revenue and enhance shareholder value through intelligent capital issuance [37][44]. - The management believes that Solana has the best chance to be the leading smart contract blockchain due to its technical advantages and growing ecosystem [46][48]. Conclusion - Upexi is positioned as a significant player in the cryptocurrency treasury space, leveraging its Solana holdings and strategic partnerships to maximize shareholder value while maintaining a focus on risk management and operational efficiency [50][52].

institutional investors are paying attention to the growth of the @ethereum economy https://t.co/lom9vtXXV1Token Terminal 📊 (@tokenterminal):🌐⛓️ ETHEREUM GDPCompanies & DAOs on @ethereum generated ~$7.3 billion in fees in the past 365 days.Top 5 market sectors: stablecoin issuers, liquid staking, lending, DEXs, and RWA issuers.Top 10 companies & DAOs: @Tether_to @circle @LidoFinance @Uniswap @aave @flashbots_x https://t.co/E5aNzPB9II ...

The Solana Treasury Company Summer 2025 Investor Presentation NASDAQ: UPXI Forward Looking Information This presentation contains "forward-looking statements", including statements regarding Upexi, Inc. and its subsidiaries, within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. All of the statements in this presentation, including financial projections, whether written or oral, that refer to expected or anticipated future actions and results of Upexi are ...

NEW YORK, June 26, 2025 /PRNewswire/ -- Bit Digital, Inc. (Nasdaq: BTBT) ("Bit Digital" or the "Company"), today announced the pricing of an underwritten public offering of 75,000,000 ordinary shares at a public offering price of $2.00 per share. The aggregate gross proceeds to the Company from the offering, before deducting the underwriting discount and other offering expenses payable by the Company, will be $150.0 million. The Company intends to use the net proceeds from this offering to purchase Ethereum ...

NEW YORK, June 25, 2025 /PRNewswire/ -- Bit Digital, Inc. (Nasdaq: BTBT) ("Bit Digital" or the "Company") today announced that it has commenced an underwritten public offering of its ordinary shares. All of the ordinary shares to be sold in the proposed offering will be offered by the Company. There can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering. The Company intends to use the net proceeds from the proposed offering to purchase Ethe ...