Jeremy | Pandu
232 posts

Jeremy | Pandu
@jerpandu
Co-founder of @pandulabs | Pandu #395



Dubai and the UAE are cooked. It will be nearly impossible for the UAE to sell a rich lifestyle to expats + investors now.

🚨: Pandas are now officially no longer endangered




Agents got smarter with the identity and payment rails to back it up. Consumer products shipped across trading terminals to privacy tools. Institutions continued expanding onchain with the capital to match. Big week in the ecosystem: 📰 Headline News - Solana flipped Ethereum in total RWA holders for the first time per @RWA_xyz - @Backpack announced onchain IPO share allocations powered by @SuperstateInc - @solana unveiled Agent Registry via @Quantu_AI for verifiable AI agent identity - @crossmint partnered with @WesternUnion to launch the USDPT stablecoin 📰 Launches - @RaenestApp added Solana support for USDT and USDC deposits - @MetaDAOProject rolled out @futarddotio for community-direct fundraising - @solflare introduced PAL as a native privacy layer for Private Send - @perena and Plume’s @NestCredit opened a dedicated Solana RWA vault - @DeFiCarrot debuted CRT, aggregated yield token with protected leverage looping - @MeteoraAG released Dynamic Terminal with advanced LP tools - @sphere_labs shipped Offloader Wallets for programmatic stablecoin-to-fiat conversion - @BungeeExchange debuted Bungee Incognito on Solana - StableHacks unveiled stablecoin hackathon with $200K+ in prizes - @TryNoahAI integrated @dflow smart routing into OpenClaw - @Quicknode open-sourced its x402 npm package for agentic USDC payments - @ValeoProtocol introduced Valeo SPL Pay to enable API monetization - @BlockRunAI went live with a unified API for 30+ AI models - @KairosTradeX shipped a trading terminal for prediction markets - @ranger_finance announced Build-A-Bear Hackathon with $1M vault TVL seed funding - @agentmail empowered AI agents to create email inboxes via @x402 - @8004_scan added Solana support for ERC-8004 agent registration - @dopplerprotocol architected a native Solana rebuild of its token launch protocol - @blastgit shipped a platform to tokenize and open-source software projects - @zauthx402 launched Vector for agentic web app security auditing - @CyreneAI partnered with @WLTHxyz to bring tokenized pre-IPO access to Solana - @Helius shipped gTFA for unified wallet transaction histories 📰 Milestones - @solana in Feb recorded $650B stablecoin volume (2X+ previous ATH) across 9.4M holders - @Bitwise’s BSOL weekly inflows hit $30M+ - @RaiseNetwork_ surpassed $20M in gift card volume and 156K wallets If you enjoyed this week’s newsletter, please share it with an RT. This week's cover art by @fakisha08



We understand war headlines make investors nervous, but we expect stocks to be up in March: - led by MAG7, software $IGV and crypto $BTC $ETH Great speaking with @JoeSquawk @BeckyQuick on CNBC @SquawkCNBC today PS: as discussed, BitMine @BitMNR continues to steadily buy $ETH every week @fs_insight @FundstratCap











