🟩Cryptosazerac 🔮🦉{313}《TYR》🧊
7K posts

🟩Cryptosazerac 🔮🦉{313}《TYR》🧊
@Cryptosazerac81
A Degen that has been through too many China Bans, a couple of rugs and arrived bruised but a bit wiser on the other side. Join me Anon. IRL Bro of @SolanaNoob




tech ppl will spend all the time / money in the world on: - expensive fitness trackers (oura, whoop, etc) - "luxe" gym memberships (equinox / barry's) - blueprint - food marketed as seed oil free - athletic greens - cold plunges / saunas - iv drips - juice cleanses - mouth tape for "optimal nasal breathing" - multi-day fasts and proceed to be one of the least in-shape demographics i've ever seen lessons in there

Hylo is undoubtedly the Solana protocol of Q2-4 2025 At this point, it feels like they're charging half of Solana DeFi: > Loopscale: 27% of TVL are Hylo assets > RateX: 45% of TVL are Hylo assets > Exponent: 18% of TVL are Hylo assets


$1,000 $SOL? I've spent the last few month's pondering @mert price prediction from this past summer. Reverse engineering his target, I think I have a good handle on how and where the price prediction was derived. Just know, someone like Mert Mumtaz (@helium_mobile founder) wouldn’t toss out $1,000/$SOL casually. To get there, he’s almost certainly modeling macro-level settlement volume capture, deflationary supply, and velocity compression on a global scale. Here’s what that looks like when you unpack his prediction step-by-step 👇 💰 1. He’s Valuing $SOL as a Global Liquidity Utility, Not a Coin At $1,000 per $SOL, even with a reduced circulating supply of say 35 B tokens, that’s a $35 T market cap. That sounds enormous -- until you realize it’s roughly half of today’s global daily FX settlement turnover multiplied over a year. So his model most-likely uses and assumes: $SOL settles a measurable share of global cross-border payments, FX swaps, and tokenized-asset flows. $SOL becomes the neutral bridge asset between digital dollars, euros, CBDCs, and tokenized securities. He’s pricing $SOL as monetary infrastructure, not a speculative crypto asset!!!!! (This is both factual and the key!) 🌐 2. Global Tokenization Math By 2030, institutions like BlackRock, BNY Mellon, and Citi project $14–$20 T+ in tokenized real-world assets (RWAs). If $SOL captures 10% of that settlement volume, that’s ~$2 T flowing through Solana. With 2%–3% turnover velocity, the float required to support that liquidity is ~$60T total value settled annually, which can justify multi-hundred-dollar valuations per token under a bridge-liquidity model. Dom most-likely is simply pushing those assumptions further -- e.g., 25%–30% share of tokenized-asset and FX settlement, yielding numbers in the $500–$1,000 range. 🔥 3. Deflationary Supply Compression If he’s factoring in an accelerating burn/lockup curve -- maybe 4–5 % annually plus institutional vaulting by Evernorth, Prime, and custodians -- effective circulating supply could drop toward 20–25 B $SOL by 2030. Same liquidity demand spread across half the coins = 2× higher price. 🏦 4. Institutional Leverage & Derivative Layers Galaxy, Anchorage, and custodial partners could create a levered liquidity ecosystem, where each $SOL supports multiple layers of settlement (similar to how reserve money supports bank deposits). That “velocity dampening” means fewer $SOL in motion settle more nominal value — another multiplier in valuation models. (Another key!!!) ⚙️ 5. Real-World Reference Points Mert is a TradFi-meets-DeFi thinker; he most-likely benchmarks $SOL against: SWIFT ($5 T daily flow) → even 10 % = $500 B/day potential. Visa’s payment rail (~$14 T/year) → comparable market-cap logic puts $SOL above $1 T. Gold (~$15 T market cap) → if $SOL becomes the “digital reserve liquidity,” a similar cap gives ~$2700/$SOL with 55 B supply -- and easily four-digit if supply tightens to 20 B. 📊 So The Math Behind $1,000 $SOL Start with the global settlement market, which processes around $250 trillion annually when you include FX, cross-border payments, and tokenized asset transfers. If $SOL captures just 10% of that market, it would be facilitating about $25 trillion in yearly settlement volume. Now, assume an average liquidity turnover (velocity)of around 3%, meaning $SOL only needs to provide enough liquidity to cover a small fraction of those transactions at any given moment. That equates to a required liquidity pool of roughly $0.75 trillion. Divide that by an effective circulating supply of 25 billion $SOL, and you get a baseline value of around $300 per $SOL -- just to support that 10% market share under normal liquidity conditions. Next, factor in real-world catalysts -- tokenized asset bridging, institutional credit through Galaxy, supply scarcity, and slower velocity as $SOL becomes locked in institutional use. Each of these adds a multiplier effect to the utility value, estimated between 30x and 40x, which brings the fully adjusted price range to $900–$1,200 per $SOL. 🔥🚀🎉🥂 🧭 The Ultimate Summary Mert Mumtaz’s $1,000/$SOL thesis likely combines: SOL capturing a double-digit percentage of global tokenized and cross-border settlement flows; Ongoing burn and escrow reductions cutting supply near 20–25 B; Lower transaction velocity (each $SOL circulates slower as it’s locked in institutional pools); Multiplier effect from derivative usage and prime-broker leverage; Solana's rails becoming foundational to CBDCs, RWAs, and institutional payments. Under those conditions, a four-figure $SOL is NOT meme math --- it’s a long-horizon macro-liquidity model. Something only a brainiac like Mert would stick his neck out and publicly predict! Sure you can question the PP, but understanding "how he got there" just proves he is NOT just guessing or throwing darts -- he did a ton of research first before announcing that $1,000 number!

Why does the US gov being closed affect magic internet money?

Over the past 24 hours of market volatility, Hylo has continued to perform as designed. Volume on hyUSD redemptions has increased, reducing its supply. xSOL minting activity however has increased, helping absorb SOL price action in the underlying collateral. As a result, hyUSD remains over-collateralized. The protocol is currently operating in normal mode with a collateral ratio of 159%. Hylo Exchange Stats (last 24h): hyUSD Mint: $262,796 Burn: $2,057,590 Net: -$1,794,794 xSOL Mint: $1,089,332 Burn: $151,844 Net: +$937,488

The next big step in Jupiter’s Fresh Start initiative has been set in motion. A reset to rebuild long-term confidence, simplify our structure, and refocus $JUP at the center of the ecosystem. The Litterbox Burn Vote has officially concluded with 86% voting in favor of burning the Litterbox Trust. This is a defining moment for the community and marks the start of a new chapter for Jupter driven by clarity, conviction, and shared purpose. Thank you to everyone who voted. This is just the start. More to come. Read more on the Fresh Start: x.com/JUPCommunity/s…




