Parth Valecha 🕸️

In the next bull cycle, Solana, not Ethereum, will dominate the NFT narrative Two reasons: affordability, unified liquidity *written by a former Solana critic* 1/11

The MBC Research Competition is officially TRADEABLE on @Polymarket ! polymarket.com/event/mbc-2025…

@jpbelmo did you end up figuring this out? i'm in the same predicament atm. $100k owed and carried forward. Got salaries to pay 😅

anyone know what to do? my April proceeds on App Store Connect are stuck, it just says ‘balance carried forward’ and I never got paid

It is the illusions we submit to that determine the identity of our society It is the illusions that enable it to exist at all

@_jordan_brewer Interesting, wasn’t aware

@FPLParana The rule still applies: businesses will cater to the minority when the cost of losing is higher than the cost of changing to keep 40% of packaged beverages sold in the US are kosher, 2% of the US is Jewish 70% of lamb imported to the UK is halal, 6% of the UK is Muslim

The minority rule is a huge tailwind for crypto. Cost of blockchain will come down, institutions will default to blockchain over asking if their customers care, despite only 5% of their customers caring. Same reason 2% of the US is allergic to nuts, but no airplanes serve nuts.

@Evanzsolomon @MichBlockchain The future look bright 🧠

After 4 years of building @MichBlockchain, those days are complete :) Michigan Blockchain couldn't be in better hands. And I'd like to share some info about the team and org below 🧵

@Evanzsolomon @abdullahbumar @gitmoney @redempshawne Honored to be a part of your journey 🫡

Lastly, thank you to everyone i've had the opportunity to work and learn from along the way. @abdullahbumar, @FPLParana, @gitmoney, @redempshawne and so many more.

@toly @0x_Abdul Why don’t they offer those rewards/incentives now?

Banks charge 2-3% and give a discount to users 2-3%. Merchant settlement is 1-3 days. The spread covers bank underwriting the user credit risk. Visa profit / gpv is like 10 basis points. Merchant could offer users 2-3% rewards or discounts as an incentive to use stables plus the stable issuer can offer some of the tbill yield as well.

Visa and Mastercard are not middlemen. They own the payment rails. That’s their moat. The 2-3% fees are charged on credit cards, not debit cards. Credit card payments abstract away the fact that actual settlement takes days (T+3). Merchants get paid instantly, but issuers + processors front the risk and liquidity in the meantime. Crypto isn't just competing on fees. It’s trying to rebuild the global risk + trust layer with defi rails. It will take decades to replace the existing systems imo.

Feels like the IPOs are starting to pick up

We are about to see the rise of the digital mom and pop shop

If a DePIN network doesn’t have tailored hardware and doesn’t require global distribution, it will fail Pretty much every DeVIN (filecoin, render, etc.) falls in this camp

@game_for_one Doesn’t the majority of the revenue go to INF, not CLOUD?

A Solana protocol doing $5M in annual revenue, $1.7B in rapidly growing TVL, no unlocks for 2 months, backed by top-tier VCs, and built by a real team… trading at a $13M valuation? This market’s inefficiencies are a gift.

@EffortCapital Imo their main business is and will be as a custodian

First time in years I’m unsure about Coinbase’s competitive position and growth potential. Robinhood has better distribution among retail traders. Stripe and Meta has better distribution among merchants and normal consumers in terms of stablecoin usage. The bet is on the integrated offering winning out. The bet is largely on CDP + Base (I’m not super bullish on the Deribit acquisition, although it does complete the product suite for traders). Coinbase needs to accelerate tokenized equities and IPOs/ICOs on Base. It needs to become *the* place for capital formation. That should be priority #1.

@TrustlessMike 💯

@FPLParana Crypto native teams are too worried about selling a token vs launching a useful product

Corporations will drive crypto adoption, not crypto native teams Blackrock for rwas Stripe for payments

Great read from Zeus. Counterintuitive thesis but explains why there seems to be an excess of capital with no where for it to go. No currency wants to take on the burden of being the reserve

@Kaleve_ @loopscale Ah you’re right

@FPLParana @loopscale I mean Fixed Yield products like PT-fragSOL or PT-kySOL

The best $SOL yields right now? Today, we explore LoopScale, a protocol quietly delivering some of the best SOL yield strategies out there Let me guide you through the vaults, loops, and fixed yields 🧵👇

@Kaleve_ @loopscale Banx has fixed yields regarding the borrow apy, but not the net apy Is loopscale fixed on the net apy?

@FPLParana @loopscale Regarding fixed yields, it is only possible through LoopScale

@Kaleve_ @loopscale Makes sense, thanks

@FPLParana @loopscale You can find different LST/LRTs in each of them, but in relation to the loop feature, it turns out that both offer the same thing, however it is important to be aware of the interest rates of each of them