Sam Schubert

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Sam Schubert

Sam Schubert

@minnus

@Blockworks_ @blockworksres | prev @Citi | views are my own

Katılım Mayıs 2023
5.6K Takip Edilen3.3K Takipçiler
Sam Schubert
Sam Schubert@minnus·
ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 activity picking up on @solana
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Sam Schubert
Sam Schubert@minnus·
The solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL thesis is not a return to peak tip revenue. It is a bet that @jtx_trade moves @jito_sol from powering Solana’s backend toward owning a major front end for its highest-value flow. Jito has been willing to sacrifice near-term tip revenue to improve Solana’s market structure and strengthen the network’s long-term growth. Pair that with a best-in-class team, clear value accrual through buybacks, and a focus on the RWA endgame as more tokenized equities come to market on @solana, and I think this is a very asymmetric setup. The scenarios below show how Solana DEX growth, JTX market share and take rates shape the upside. Key integrations include: @PhoenixTrade @dflow @world_xyz cc: @blknoiz06 @toly @KyleSamani
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Sam Schubert@minnus

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DeFiNatti
DeFiNatti@DeFiNattii·
@minnus Always available for serious partnerships 💎
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Sam Schubert
Sam Schubert@minnus·
.@jtx_trade is now live. Jito owns the block building layer beneath everything. So BAM infra, paired with future plugins, should let them deliver best in class execution and order types/features, such as Smart Fill, scheduled TWAP/OCO, and private transactions. This should only get more important as the space matures, RWAs come onchain, and more sophisticated players want to trade on @solana.
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Sam Schubert@minnus

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chase
chase@therealchaseeb·
may I meet you?
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Simon Dedic
Simon Dedic@sjdedic·
JTX launching today. The biggest catalyst for Jito, turning them from a Solana backend infrastructure into a distribution controlling frontend. Likely one of the best teams and hence also the most promising attempt for the Solana ecosystem to compete for perp DEX market share at the highest level. I will watch their launch and its adoption over the next few weeks closely, but as long as it's not a complete failure, I would expect their token to reprice aggressively. Probability weighted price target for $JTO: $2.75
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