JackD

Lots of positive crypto news recently, but prices are moving with the macro rather than following the fundamentals, creating an opportunity. A few egs: @SenatorTimScott (Banking Chair) and @SenLummis had positive comments on CLAIRTY from the #DCBlockahin Summit yesterday, indicating potential passage next month. The @SECgov and @CFTC released an interpretation clarifying which tokens are securities and will formally propose the rule in 1-2 weeks, including a safe harbor... the agencies are making great progress on writing rules and providing guidance to protect consumers and foster innovation. @Mastercard acquired stablecoin infra company @BVNKFinance to be able to offer stablecoin and tokenized deposit services to their customers. Stablecoins can eventually be brought to billions of credit card users, and importantly, Mastercard is enabling this on public blockchains. IMO, crypto is out of favor at the moment, so rather than reacting positively to fundamental news like this, it is trading more programatically with a beta to equities. But activity, development, and institutional participation continue to move up. Over time, price should follow these fundamentals.

Stablecoin transfer volume on @solana went from $306B to $972B over the past year, a 3.2x increase. What's even more impressive is the recent acceleration: Dec → Jan: +77% Jan → Feb: +76% Two consecutive months of near-doubling.

🚨BREAKING: @Solana continues to surpass all L1 and L2 chains in network REV for the second consecutive month.

Solana is down 57% since the spot ETFs launched in July (that is about as unlucky timing as you'll ever see in ETFs) yet they managed to not only accumulate $1.5b in flows but not really give any of it up. Further, 50% of the assets are from 13F filers = serious inv base. Both really good signs for future IMO. Great note out today on it from @JSeyff

SolanaFloor is back. As of today, we are thrilled to announce that SolanaFloor has been acquired by @jito_sol and will resume operations under the Jito Foundation’s ownership while maintaining full editorial independence. After announcing a wind-down in February 2026 following an exploit tied to our parent organization, we explored external financing and acquisition options. However, the team was unable to secure a viable path forward at the time, leaving a gap in independent coverage of onchain activity across the Solana ecosystem. Now, we can resume operations. While SolanaFloor will operate under Jito Foundation ownership, all editorial decisions including story selection, data presentation, and coverage priorities will remain fully independent of Jito Foundation’s activities, partnerships, and interests. The mission remains unchanged: documenting the ongoing rise of the Solana ecosystem and providing clear, unbiased research and journalism. It’s a critical time for the chain. Spot $SOL ETFs have crossed $1B in AUM. The ecosystem is gradually institutionalizing. New DeFi tools and integrations emerge every day. The need for independent Solana coverage has never been more apparent. “When SolanaFloor went dark, the ecosystem lost something difficult to replace,” said @brian_smith_0 , President of Jito Foundation. “This acquisition is about filling the gap with a platform that operates from a position of editorial independence. Jito has a long term stake in the health of the Solana ecosystem, and that means investing in the infrastructure and public goods that keeps the community informed.” Additional details on the relaunch -- including editorial structure, commercial offerings, and team updates -- will be shared soon.

SolanaFloor is back. As of today, we are thrilled to announce that SolanaFloor has been acquired by @jito_sol and will resume operations under the Jito Foundation’s ownership while maintaining full editorial independence. After announcing a wind-down in February 2026 following an exploit tied to our parent organization, we explored external financing and acquisition options. However, the team was unable to secure a viable path forward at the time, leaving a gap in independent coverage of onchain activity across the Solana ecosystem. Now, we can resume operations. While SolanaFloor will operate under Jito Foundation ownership, all editorial decisions including story selection, data presentation, and coverage priorities will remain fully independent of Jito Foundation’s activities, partnerships, and interests. The mission remains unchanged: documenting the ongoing rise of the Solana ecosystem and providing clear, unbiased research and journalism. It’s a critical time for the chain. Spot $SOL ETFs have crossed $1B in AUM. The ecosystem is gradually institutionalizing. New DeFi tools and integrations emerge every day. The need for independent Solana coverage has never been more apparent. “When SolanaFloor went dark, the ecosystem lost something difficult to replace,” said @brian_smith_0 , President of Jito Foundation. “This acquisition is about filling the gap with a platform that operates from a position of editorial independence. Jito has a long term stake in the health of the Solana ecosystem, and that means investing in the infrastructure and public goods that keeps the community informed.” Additional details on the relaunch -- including editorial structure, commercial offerings, and team updates -- will be shared soon.