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@CryptoIRGuy

CSO @defidevcorp @apyx_fi 🚀 | former @krakenfx 🐙, L/S equity analyst 📈, Corp Dev @snap 👻, credit risk @morganstanley 🏛️ | struggling blue belt 🥋

Katılım Mayıs 2025
203 Takip Edilen891 Takipçiler
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Thomas Perfumo, CFA | thomasp.eth 🐒
Risk assets are tussling with volatile expectations in interest rate policy in the US. Over the last 24 hours CME Fed Funds Futures for the December 2026 FOMC meeting reflect a - + 70% chance (vs 80% previously) of unchanged rates. + 30% chance (vs ~15% previously) of a cut.
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DeFi Dev Corp. (DFDV)
DeFi Dev Corp. (DFDV)@defidevcorp·
1/ We just dropped our March 2026 Recap & AMA replay. 🙌 Topics covered: • FY2025 earnings highlights • SPS growth + strategy • DAT market outlook • Where $SOL demand is going But the must-watch moment is @cryptoIRguy breaking down why AI agents will choose Solana. 👇
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DeFi Dev Corp. (DFDV)
DeFi Dev Corp. (DFDV)@defidevcorp·
1/ DFDV has appointed Adam Townsend to its Board of Directors. He most recently served as CFO of VIZIO at Walmart Inc., leading the $2.3B integration. Prior to that, Adam was CFO and Head of HR at VIZIO, where he helped scale the business and led its IPO and subsequent sale.
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Dr. Lemma
Dr. Lemma@DoctorLemma·
20 years ago, a man screamed his own name into a microphone and ruined everything. It became one of the most famous moments in internet history.​​​​​​​​​​​​​​​​ A group of players in an online game called World of Warcraft had spent several minutes planning a complicated raid. Timing, positioning, survival odds. One player calculated their chances of success at 32.33 percent, repeating. The whole time, one of their teammates wasn’t listening. He’d stepped away from his computer to reheat some chicken. When he came back, he ignored everything, screamed his character’s name at the top of his lungs, and charged straight into the fight alone. Everyone followed him in. They all died in seconds. “Leeroy, you are just stupid as hell.” “At least I have chicken.” The clip spread across the internet before “going viral” was even a phrase. It was referenced in South Park, How I Met Your Mother, and an article in a military journal. The game’s developer added the character as an official figure inside the game. His name became shorthand for anyone who ruins a plan by doing something reckless. The whole thing was staged. The group admitted years later it was a scripted re-enactment of something that had actually happened. The cameraman said: “We didn’t think anyone would believe it was real. We thought it was so obviously satire.” The player behind Leeroy Jenkins is a guy named Ben Schulz. He repairs industrial lighting for a living.
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SurfCash | getsurf.cash
Argentina runs on stablecoins, around 89% crypto adoption is driven by people protecting their savings from inflation. SurfCash is now live in Argentina. We just connected your stablecoins on @solana to any payment QR Code in Argentina. 🇦🇷 🏄
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Solana Foundation
Solana Foundation@SolanaFndn·
Introducing Solana Agent Skills Pre-built skills you can drop into AI tools to interact with Solana. Install in one line and build agents that know Solana.
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DeFi Dev Corp. (DFDV)
DeFi Dev Corp. (DFDV)@defidevcorp·
$SOL MONTHLY TRANSACTIONS HIT AN ALL-TIME HIGH! 🚨 3.66 BILLION in March = ~1,367 txns/sec While peers trend lower, Solana continues to prove it’s the only chain that has actually scaled.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Solana processed a record $650 billion in Stablecoin transactions in February 2026. As a result, aggregate Stablecoin transaction volume is now nearly a record $2 trillion per month. Stablecoin volumes on Solana nearly TRIPLED month-over-month, with another surge expected in March amid the Iran War. The surge in volume comes after the launch of Western Union's $USDPT, Jupiter's $JUPUSD, which has gained traction amid its goal of returning a yield back to the ecosystem. To put this into perspective, CME Group futures trading in gold just hit a record $208 billion per month. In other words, Stablecoin transaction volumes are now nearly 9 TIMES the size of gold futures traded on CME.
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Solana Foundation
Solana Foundation@SolanaFndn·
New episode of The Stack with @0x_febo from @anza_xyz, covering all things p-token. P-token is a compute-optimized, drop-in replacement for the current SPL Token program that increases mainnet capacity by ~13% and improves composability across DeFi applications. Full episode 👇
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DeFi Dev Corp. (DFDV)
DeFi Dev Corp. (DFDV)@defidevcorp·
1/ DFDV just reported +442% revenue growth for FY 2025. Scaling the first $SOL Digital Asset Treasury, compounding onchain, & expanding globally. We’re just gettin’ started, too. 🧵
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DeFi Dev Corp. (DFDV)
DeFi Dev Corp. (DFDV)@defidevcorp·
$SOL Monthly Active Users remain elevated, even amid a broader market slowdown. Meanwhile, the peers? Still flatlined.
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DK@CryptoIRGuy·
Nothing like being a SOL maxi in Cannes this week
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mert
mert@mert·
my biggest problem with conspiracy theories is that they assume governments are competent
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DeFi Dev Corp. (DFDV)
DeFi Dev Corp. (DFDV)@defidevcorp·
1/ AI agents are set to be the largest economic force on the internet. Not chatbots, autonomous agents trading, paying for APIs, managing DeFi 24/7. They need a financial system built for machines. That system is $SOL. How Agentic AI on Solana drives $100B+ SOL demand. 🧵
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