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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
alexander
CEO @ ****** Labs | @AerodromeFi | @VelodromeFi
It was all so fucking obviously a house of cards. I have so many receipts warning it was.
Meanwhile @base was building the foundations of something so much more resilient.
If you missed it look inwards.
5 tuntia sitten
Raydium weekly trading volume is down 87% from its $69B peak in January to $9B in August. $RAY
This is not evidence of an issue with Solana, but rather of the broader challenges facing alt-L1s I highlighted earlier this year: users are not sticky.
The situation is similar to 2021’s Avalanche, Polygon, and others.
There are two moats in crypto: decentralization and virality.
If you can ensure you are a) the most decentralized network or b) the most viral network, your users will stay.
Ethereum is recognized as the most decentralized network, and thus has a strong moat from users who care about that.
Solana was the most viral network, and hence saw significant trading volume. That’s no longer the case as Base has taken that crown on the back of Zora and Coinbase’s DEX integration.
If Solana can capture that edge again, I expect trading volume to rise.
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This has been core to our thesis: you can either focus on being the best rails or the best brand / front end.
Do the latter and you are competing with heavyweights like @coinbase and @RobinhoodApp.
Do the former and you are their essential rails.
Seemed obvious. 🛫
7 tuntia sitten
Coinbase is now giving millions of users easy access to DEX pairs.
Aggregators will be routing trades based on liquidity, and Aerodrome has the thickest liquidity for most relevant assets on Base.
Uniswap has built a great brand and frontend, but it won’t matter here.
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brutal news day for sol bros
8 tuntia sitten
[ ZOOMER ]
BLACKROCK CURRENTLY HAS NO PLANS TO FILE FOR A SOLANA OR XRP ETF: THE BLOCK
2,88K
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