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X @mert | helius.dev
mert | helius.devยท 2025-08-23 15:52
Core Thesis - Crypto market is expected to continue its growth trajectory, attracting more users and developers [1] - Solana has consistently demonstrated its position as a leading platform for builders, traders, and consumers over the past four years [1] - Solana's success is attributed to its engineering execution, talent acquisition, and user-centric approach [1] - Solana possesses structural advantages, including censorship resistance and high performance, leading to concentrated liquidity and rapid experimentation [1] - Solana consistently ranks among the top platforms in key metrics such as revenues, volumes, developers, and growth rate [1] Competitive Landscape - Tech races are typically Pareto distributed, resulting in a few dominant players [1] - Solana does not require a bearish outlook on other assets to succeed; it only needs to maintain its execution [1] - The industry anticipates Solana to continue its execution and maintain its position among the top chains [1]