davo | drift

@IvyKangg @plumenetwork @NestCredit @tracybbd

Hosting an absolutely stacked insto private dinner next week with Apollo with senior leaders from Blackstone, Fidelity, NYSE, WisdomTree, Galaxy and other tier 1 firms. Chatting all things @plumenetwork and RWA vaults with @NestCredit. Looking to add one more seat. Reply if you want in.

@grahamfergs @tracybbd

Hosting a breakfast in NYC for DAS in March. Message me if you want to come (space is limited).

That’s a wrap on Consensus 2026. Second year here - but this one hit different. Personal milestone: spoke on stage for the first time. Two panels at @consensus2026 & Solana Accelerate. Got to moderate a session on Global Payments on Solana — big thanks to @ynonestop & @SolanaConf crew and the fellow panelists @jessc2049 from @humafinance , @shizudio from @perena , @oviosu from @paga , Kevin from @reapglobal , @chloooooeii from @UnitasLabs , @duk3duke from @solayer_labs for making it such a fun one. Also had a full-circle moment chatting with one of the OGs in the space I’ve looked up to for years @ASvanevik on leverage trading and crypto trading landscape. And of course — the best part: time with old friends and new friends🤍

@ethanyish @CarlKVogel @notawizard @paradigm @avalpoole @BainCapVC @Theoryvc @6thManVentures Send pls

@CarlKVogel @notawizard @paradigm @avalpoole @BainCapVC @Theoryvc @6thManVentures we have a few agent interns we're incubating right now at agents.allium.so/skills/skill.md 😄

I am not sure what is in the data plumbing water at allium, but we have a 3 for 3 intern to VC pipeline - @notawizard at @paradigm - @avalpoole at @BainCapVC And now Marcus at @Theoryvc!! we love to bet on young ambitious and smart folks, lmk if interested

@knimkar 🔥🔥🔥🔥

A lot of people have been curious about what we are building next at @DriftProtocol, and what is happening behind the scenes. After shipping the v3 upgrade at the end of 2025, the team took a step back to look at the bigger picture and identify what problems we want to solve next. In doing so, we identified key areas of improvement that could meaningfully enhance Drift’s execution and performance. Drift has been building on @solana since 2021, and we continue to choose it as our network of choice while many others have moved away. We learned the hard lessons, worked within the limits, and kept improving the system block by block. Now, a new chapter is opening. As Solana’s infrastructure improves with developments such as TEEs and Alpenglow, we are preparing for a future where Solana becomes the de facto venue for trading every asset. The long-term work is just beginning to compound. More soon.

I've been using this a lot over the last few days! it inspired me to make a version that focuses on write locks and tx ordering within a block: arewelockyet.lol

Trenching hard

Drift at Breakpoint 2025: Moment of Growth and Conviction Drift has been at Breakpoint since Lisbon in 2021. Starting with a simple vAMM, evolving into Drift v2 - the on-chain perp DEX on Solana and now Drift v3: a battle-tested trading venue built to outperform. The Drift team has been building here from day one. And it's never been more bullish. Highlights from Breakpoint: • Liquid Hours attracted over 2,000 RSVPs, hosted with friends from @onchain_wallet, @matchaxyz and @TrojanOnSolana, right in the middle of the Yas Marina F1 Circuit. • @cindyleowtt spoke on the Main Stage to unveil what's next after v3: a mobile app is coming soon + on-chain CLOB + prop AMM • Speaking at the Solana Money Summit, @davijlu discussed Drift's risk engine, an ADL alternative approach, and surviving the 10/10 crash while protecting users alongside the protocol. • Ecosystem Lead @airtightfish emceed the Main Stage, welcoming builders and keynotes that made headlines Drift v3 is officially here. This is the biggest Drift has ever been. This is the biggest Breakpoint has ever been. As we step into 2026, there are more reasons than ever to be bullish on both Drift and Solana.

A fair critique and a good synthesis of the points without needless ad hominem and easy to follow equations — will adapt this over the next week or so Appreciate the people who actually read the paper!

Drift v3 is here 🔥 - 10x faster fills & liquidity - Gasless trading - Redesigned UI To unlock, use our code: NNSF4CUB

I remember meeting Cindy & the drift team during a small meetup at the first Breakpoint in Lisbon. Then it was just a few people. Seriously, who knew back then where the roads would lead? Feeling super nostalgic heading into this Breakpoint. What an absolutely insane ride it's been since then; this industry is not for the faint of heart. Drift has always been one of the best ecosystem teams since the chain's inception, and it's great to see their growth and product maturation over the years. Quality product, A+ team. I'm genuinely excited to get liquidated on v3. Can we bring the trollbox onchain now; it's been too long, i need to shitpost of the onchain degens.

@DriftProtocol 🔥🔥🔥🔥

Introducing: Drift v3 Drift has built through bull and bear to deliver one thing: a better trading experience. Today, Drift v3 goes live. A modern redesign with 10x faster execution. Built to outperform.

The annual Breakpoint ritual continues Heading to @SolanaConf Breakpoint with a series of announcements for @DriftProtocol I’ll be diving deep into Drift v3 in my keynote and outlining how we’re thinking about the next chapter of on-chain trading. Excited to share what’s ahead! 📍 Absolute Cinema Stage | 12 December 2025 | 12:40 PM

Drift v3 Townhall x.com/i/broadcasts/1…

PSA: If you wish to kick off @SolanaConf Breakpoint in style, don't forget to RSVP for Liquid Hours w/Drift and Friends First wave of acceptance go out today

@level941 Is the j-beach dial avail?

Grand Seiko and Bitcoin thread. Both represent this/ Math vs mythology. Precision vs narrative. Truth vs marketing. If Rolex is the dollar Then Grand Seiko is Bitcoin. Rolex is legacy prestige. GS is mathematical truth. Rolex is marketing. GS is physics. Bitcoin ended trust-based money. Grand Seiko ended tick-based time. Bitcoin is what money becomes when you remove error. Grand Seiko is what watches become when you remove error.