Seraphim

some of you people who hated me for years suddenly love me now that i am shilling your bags
so sad

US ground invasion by end of month rose to 85% on polymarket
something is happening

we call it AMCP - American Concurrent Proposers
not Chinese Concurrent Proposers

bankers need us more than we need the bankers
they want our stablecoin tvl so they can sell their yield products to us and to market make against retail flow
if we have both they will come to us
no need to sell your soul to the suits

call me crazy but i am certain perps will be huge on solana in spite of the drift hack
there are multiple teams with accomplished ex citadel, jane st etc traders working all day on moving the CEX business onchain
these guys are building on solana and will deliver

does a ground invasion on iran count as a special situation?
asking for a friend

rough day for defi but these things happen and ecosystems become stronger after
i am very bullish on solana defi nevertheless and hope drift team can recover the funds promptly

everyone wants to bet on spaceX and unitree opening IPO price (not last funding round)
whats the best platform for this?

rule of thumb for bd people:
it’s okay to take your time to reply UNLESS they bring size
if someone brings size you reply and set up a call straightaway
if you don’t feel the urgency to do that, find another job

new tokens are dead
the new meta is tokens with equity-like rights
you cannot sell vaporware anymore

no one is expecting onchain activity to pick up
next 12 months are going to surprise many

been speaking to lots of founders on solana, still got tens of chats to reply to
the level of innovation and ingenuity is really refreshing
it’s only a matter of time before a multi billion project takes off here again
dont miss it.

by end of 2026 solana will be the chain where you can:
- raise AuM for your fund
- borrow USD at size against your crypto and tradfi assets
- trade stocks rates fx perps options etc
- get distribution
just use solana

hubspot is the bane of my existence

who are the best vault providers for trading strategies in the space?
wanna channel a bunch of aum into solana vaults for tier 1 trading firms
need the best vault guys out there

wall street isnt interested in defi to automate their backoffice
what really excites them is our stablecoin TVL
whoever can channel stable TVL into wall st products has the senior management attention