SeanOfDefi 📙

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Crypto bros heading into 2026 who thought they'd retire in 2025

It's the last weekly newsletter of the year. In 2025, we accelerated, we trenched, we cried, we laughed, and we shipped. Solana delivered thousands of new products, partnerships, launches, and historic milestones. In 2026, we go faster. 📰 Headline News - @phantom prediction markets opened for all eligible users powered by @dflow and @Kalshi - @solflare introduced zero-fee prediction markets - @SolanaFndn released Kora for fees paid in any token - @Sunrise_DeFi opened issuer applications to bring assets to Solana with day-one liquidity 📰 Launches - @TryNoahAI released V2 featuring X402 payments on Solana - @theprivacycash enabled private ZEC transfers on Solana - @OpenEden_X launched cUSDO, a treasury-backed stablecoin - @colosseum revealed its 4th accelerator cohort - @cuemarket debuted pop culture prediction markets - @bandsdotfun enabled users to launch their own Creator ETFs - @IndexifyApp opened its public beta for creating and trading asset "Stacks" - @Orb_Markets added tracking for DeFi and prediction market positions - @fundamental_fi went live to track real, verifiable DeFi yields - @deplaydotfun enabled Telegram users to buy or gift Solana tokens via Telegram Stars - @mert shipped a nifty Solana price tracking app 📰 Milestones - @Figure’s PRIME market deposits on @kamino surpassed $130M - Tokenized stock value on Solana hit a new all-time high of ~$185M - Solana ETFs saw 15 consecutive days of inflows, crossing $766M total - @orogoldapp grew to 5K+ GOLD holders - @xStocksFi tokenized Tesla equity (TSLAx) exceeded $50M value on Solana - RWA holders on Solana surpassed 123K See you next year.

Solana Stories: 2025

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@lethirdweb @beaniemaxi @saylor not wrong at all

@SeanOfDefi @beaniemaxi @saylor Am I wrong for thinking this? Or just institutions and exchanges just wiping out leverage positions cuz everyone has gone max degen?

$MSTR hit a new local low today, and Bitcoin is still $5k above its local low. Value is eroding. If you’re bullish on Bitcoin, just buy Bitcoin. Don’t be a retard.

@lethirdweb @beaniemaxi @saylor 😂

@beaniemaxi I genuinely think @saylor is dumping the stock to buy more bitcorn. Gotta love the conviction.

I am not kidding btw, you guys know that you are the guests of the conference and have this power right Breakpoint 2026 is now in Tokyo, not London, if you psyop well enough What better proof that Solana has grown beyond the foundation

@SolanaFndn amazing

Thanks to everyone for attending. See you next year 🫡

The difference between the first @solana hacker house in 2021 and the 5th Breakpoint conference in 2025 From $20m in daily DEX volume to 5 bps spreads with billions in daily volume onchain Huge progress but the @solana story is just beginning

Crazy that we just know who this is

winter is coming... moved to somewhere warm.

GM GM - solana is the way

@Nstr_tj 🔥🔥🔥

@Nstr_tj 😅😂

been warning this for a long time... soon everything will be run by institutions. predictive markets, DEX, Launchpads, etc... most won't even notice. institutions are not here to pump your bags... they are here to take your lunch money. ✌️

@stardotfun @MCGlive @surfcashx great space

Crypto bros today: