Solana's Scalability and Performance - Solana is presented as a superior blockchain for global scale capital markets due to its higher transaction processing capabilities compared to Ethereum [1][2][34][35][42] - Solana's network processed approximately 107,000 transactions per second in a test on its globally distributed mainnet [46] - Solana can process roughly 10 billion transactions per day, which is comparable to the total number of securities trades globally [41] Forward Industries' Strategy and Vision - Forward Industries aims to bring all of capital markets onto the Solana blockchain, tokenizing its own equity (ticker: FORD) and making it available on Solana mainnet [2][8][9] - Forward Industries intends to enable on-chain fundraising, shareholder governance, and dividend distribution for publicly traded companies [9] - Forward Industries plans to outperform Solana staking ETFs by negotiating deals with counterparties, participating in DeFi with LSTs, and securing dollar-denominated yields from banks [20][21][22][23] - Forward Industries sees an opportunity in acquiring other digital asset treasury companies, especially those trading at a discount to net asset value [23][24] Regulatory Landscape and Market Access - SEC Chairman Paul Atkins' speech, "Project Crypto," is interpreted as a signal that the SEC intends to move US securities markets on-chain [4][5][6] - Tokenizing Forward Industries' equity aims to provide access to investors who do not have traditional brokerage accounts, particularly those on crypto exchanges like Binance [26][27][28] Risk Management and Sustainability - Forward Industries emphasizes responsible use of leverage and a large balance sheet to withstand market downturns [31][32] - The company aims to generate excess yields in both SOL-denominated and dollar-denominated terms to support its cash flow profile, even in sustained bear markets [32] Solana vs Ethereum - Ethereum's scaling limitations are highlighted, with a processing capacity of approximately 20-25 transactions per second after 10 years [34][47][48] - Solana is positioned as the preferred platform for building internet capital markets due to its scalability and permissionless nature [40][41][42]

🔥 TODAY: Standard Chartered's Geoff Kendrick calls Ethereum and $ETH treasury companies "cheap" at current levels, maintaining his $7,500 year-end price target.He notes the recent sell-off as a great entry point. https://t.co/MIHibFMize ...

the treasury companies and ETFs are slowly coming outin conjunction with the biggest tech upgrades in Solana history and an increasingly competitive DeFi ecosystemall heading into the biggest Solana Breakpoint ever + rate cutsthe stars are aligned, it's time to execute ...

Market Trends - Discussion on major market trading thoughts [1] - Examination of memecoin launchpad wars and potential new competitors [1] SPAC & Investment - Chamath Palihapitiya's return with a new SPAC is highlighted [1] Treasury Companies - Analysis of the "Do's and Don'ts" of treasury companies, questioning if it's a bubble [1]

are you bullish treasury companies (DATs)? ...

Avalanche chief strategy officer hints at upcoming $AVAX DATs coming.Just saying... https://t.co/gVLvCu8Z6CAndy (@ayyyeandy):First we got $BTC treasury companies, then we got $ETH treasury companies, now we get to watch the onslaught of $SOL treasury companies.They are coming, en masse. ...

Investment Recommendation - Standard Chartered suggests Ethereum treasury companies offer better investment opportunities compared to US spot ETH ETFs [1] - The rationale is that NAV multiples of Ethereum treasury companies have started normalizing above 1 [1]

Market Analysis & Volatility - Implied volatility is extremely low while open interest is near multi-year highs, suggesting explosive volatility is expected [2][3][6] - A potential hidden risk zone for Bitcoin is around the $105,000 level, supported by onchain data [19][21][22] - Bitcoin options are skewing bullish, with significant value stacked in calls and puts around August 29th, September 26th (60-day window), and December 26th [23][24] Supply Shock & Demand - A supply shock is anticipated within 60 days, potentially leading to upside volatility [2][7] - Bitcoin treasury companies are poised to inject approximately $15 billion into the market in Q3, exceeding the first half of 2024's Bitcoin ETF net flows [12][14] - ETF investors and treasury companies are primarily long-term holders, not looking for quick profits [9][10][11] Technical Indicators - Low implied volatility often precedes significant market movements [4] - Bitcoin futures open interest nearing $80 billion indicates a potentially explosive move, either up or down [5] - UTXO cost basis histogram reveals a significant accumulation or realization wall around $105,000 [21]

Market Trend - Standard Chartered Bank indicates Ethereum treasury companies could potentially acquire 10% of the total Ethereum ($ETH) supply [1]

JUST IN: Standard Chartered Bank says Ethereum treasury companies could buy 10% of all $ETH. https://t.co/ou4dK0DUvU ...