If you're a founder I would check out @MetaLeX_Labs v2 Instead of all the mental gymnastics of tokens vs equity (a product of Gensler era SEC to offshore crypto projects) and the value flows between the two, MetaLeX NFT's are legally binding financial instruments (think SAFE or SAFT). Instead of a token with no rights, you're getting the real deal. The platform allows founders to bypass law firms and administrative hassles by automating market standard documents. Net, founders save $100,000's on legal fees and different funds or people getting better/worse rights (side letters) than each other. Founders can also legally advertise rounds on social media (general solicitation). Founders get to market much faster (new products/apps in your hands sooner) using much less money (lower barrier means more ideas make it to the light). For investors, everyone gets actual legal ownership instead of a token with zero rights and confusing split value flows. Since the asset is an NFT it can be used in DeFi or secondary markets if unlocked. Importantly, funding and execution of documents takes place in the same step (atomic settlement) so you're not left with no rights if you fund and the company doesn't countersign. Congrats @lex_node! Disc. @delphi_labs has interests in MetaLex

Name & Symbol: Safe Token ($SAFE)
Address: 0x5afe3855358e112b5647b952709e6165e1c1eeee

Just read @Delphi_Digital’s year ahead report by @tempst0 @0x_Arcana @yusufxzy and as usual it’s incredible. Stablecoin Momentum is absurd. They’re the 19th largest holder of U.S. treasuries and adjusted volume has officially eclipsed @Visa and @PayPal. We know Bessent and regulators understand the need to export the dollar for USD dominance they have a built in debt buyer It looks like major brands and chains (@Plasma, @circle Arc, Stripe’s @tempo) are vertically integrating to destroy the friction laden banking system. The 2nd order effect here is the death of the correspondent banking stack We are replacing antiquated banks with crypto rails where value capture shifts from legacy interchange fees to settlement routing. Handling trillions in FX flows inevitably benefits the whole crypto ecosystem. I hope I never have to walk into a bank branch again Prediction Markets are embedding into society. It was crazy seeing @Kalshi and @Polymarket referenced during the Golden Globes. Many thought they would fade post-election, but the report notes ICE (NYSE owner) backing Polymarket and IBKR viewing these markets as live portfolio inputs. We are moving toward a higher information world where event contracts become first class derivatives for hedging macro and earnings risk. (Let’s please just avoid "kill markets" for the sake of our industry) The report added significantly to my @solana bullishness. Solana is effectively creating a physical moat to close the gap with HFT venues. The network is combining: • Alpenglow: 100x reduction in finality + "20+20" fault model (tolerating 40% malicious stake) • Firedancer: Client diversity and efficiency • @doublezero : Private fiber lines/multicast to eliminate public internet variance • Raiku: Deterministic execution guarantees (AOT/JIT) to enable true onchain orderbooks The authors sum it up perfectly: "We can visualize this as an interdependent triad in terms of scaling Solana: Alpenglow establishes deterministic consensus with sub-second finality. Firedancer maximizes client execution efficiency and scalability. DoubleZero ensures deterministic propagation and bandwidth consistency."  If we’re bringing equities, perps, and the financialization of everything onchain, Solana is best suited to handle it between their engineering prowess on the software and physical side in my opinion This year feels like Wall Street comes on chain, everything is financialized and solana wins given their engineering prowess. Disc. long SOL, Delphi Ventures is invested in DZ https://t.co/Lbr4k28nKZ

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Just read @Delphi_Digital’s year ahead report by @tempst0 @0x_Arcana @yusufxzy and as usual it’s incredible. Stablecoin Momentum is absurd. They’re the 19th largest holder of U.S. treasuries and adjusted volume has officially eclipsed @Visa and @PayPal. We know Bessent and regulators understand the need to export the dollar for USD dominance they have a built in debt buyer It looks like major brands and chains (@Plasma, @circle Arc, Stripe’s @tempo) are vertically integrating to destroy the friction laden banking system. The 2nd order effect here is the death of the correspondent banking stack We are replacing antiquated banks with crypto rails where value capture shifts from legacy interchange fees to settlement routing. Handling trillions in FX flows inevitably benefits the whole crypto ecosystem. I hope I never have to walk into a bank branch again Prediction Markets are embedding into society. It was crazy seeing @Kalshi and @Polymarket referenced during the Golden Globes. Many thought they would fade post-election, but the report notes ICE (NYSE owner) backing Polymarket and IBKR viewing these markets as live portfolio inputs. We are moving toward a higher information world where event contracts become first class derivatives for hedging macro and earnings risk. (Let’s please just avoid "kill markets" for the sake of our industry) The report added significantly to my @solana bullishness. Solana is effectively creating a physical moat to close the gap with HFT venues. The network is combining: • Alpenglow: 100x reduction in finality + "20+20" fault model (tolerating 40% malicious stake) • Firedancer: Client diversity and efficiency • @doublezero : Private fiber lines/multicast to eliminate public internet variance • Raiku: Deterministic execution guarantees (AOT/JIT) to enable true onchain orderbooks The authors sum it up perfectly: "We can visualize this as an interdependent triad in terms of scaling Solana: Alpenglow establishes deterministic consensus with sub-second finality. Firedancer maximizes client execution efficiency and scalability. DoubleZero ensures deterministic propagation and bandwidth consistency."  If we’re bringing equities, perps, and the financialization of everything onchain, Solana is best suited to handle it between their engineering prowess on the software and physical side in my opinion This year feels like Wall Street comes on chain, everything is financialized and solana wins given their engineering prowess. Disc. long SOL, Delphi Ventures is invested in DZ https://t.co/Lbr4k28nKZ

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

Just read @Delphi_Digital’s year ahead report by @tempst0 @0x_Arcana @yusufxzy and as usual it’s incredible. Stablecoin Momentum is absurd. They’re the 19th largest holder of U.S. treasuries and adjusted volume has officially eclipsed @Visa and @PayPal. We know Bessent and regulators understand the need to export the dollar for USD dominance they have a built in debt buyer It looks like major brands and chains (@Plasma, @circle Arc, Stripe’s @tempo) are vertically integrating to destroy the friction laden banking system. The 2nd order effect here is the death of the correspondent banking stack We are replacing antiquated banks with crypto rails where value capture shifts from legacy interchange fees to settlement routing. Handling trillions in FX flows inevitably benefits the whole crypto ecosystem. I hope I never have to walk into a bank branch again Prediction Markets are embedding into society. It was crazy seeing @Kalshi and @Polymarket referenced during the Golden Globes. Many thought they would fade post-election, but the report notes ICE (NYSE owner) backing Polymarket and IBKR viewing these markets as live portfolio inputs. We are moving toward a higher information world where event contracts become first class derivatives for hedging macro and earnings risk. (Let’s please just avoid "kill markets" for the sake of our industry) The report added significantly to my @solana bullishness. Solana is effectively creating a physical moat to close the gap with HFT venues. The network is combining: • Alpenglow: 100x reduction in finality + "20+20" fault model (tolerating 40% malicious stake) • Firedancer: Client diversity and efficiency • @doublezero : Private fiber lines/multicast to eliminate public internet variance • Raiku: Deterministic execution guarantees (AOT/JIT) to enable true onchain orderbooks The authors sum it up perfectly: "We can visualize this as an interdependent triad in terms of scaling Solana: Alpenglow establishes deterministic consensus with sub-second finality. Firedancer maximizes client execution efficiency and scalability. DoubleZero ensures deterministic propagation and bandwidth consistency."  If we’re bringing equities, perps, and the financialization of everything onchain, Solana is best suited to handle it between their engineering prowess on the software and physical side in my opinion This year feels like Wall Street comes on chain, everything is financialized and solana wins given their engineering prowess. Disc. long SOL, Delphi Ventures is invested in DZ https://t.co/Lbr4k28nKZ

Name & Symbol: DoubleZero ($2Z)
Address: J6pQQ3FAcJQeWPPGppWRb4nM8jU3wLyYbRrLh7feMfvd

This was an extremely volatile year for Crypto. The DeepSeek crash to 10/10 to last week’s fiasco with a large market maker on Nance Generally I think people are exhausted and burnt out of the volatility. Hell I’m feeling it too Usually that marks a bottom, when people exit to have a clear head. Stability. We have the most pro regulatory Crypto environment ever (SEC and CFTC tripping over each other to allow crypto), Wall Street ETFs sucking up coins and real crypto progress happening (stablecoins, Infra like Doublezero/Firedancer, massive ICOs with mass retail interest like Monad with 85,000 people, many other examples) Macro wise Governments will never stop printing money. This money will chase crypto as people escape inflation Technology wise Crypto is the easiest place to build - overnight capital and community formation to iteratively build projects I’m very bullish crypto

Name & Symbol: DoubleZero ($2Z)
Address: J6pQQ3FAcJQeWPPGppWRb4nM8jU3wLyYbRrLh7feMfvd

Jpow has to livestream fed decisions on Pump @a1lon9

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

New Podcast 🚨 🎙 Excited to talk to @mdudas about his legendary @pumpdotfun investment and all about @6thManVentures Diving into early stage crypto investing, spotting contrarian bets, and how one seed deal $PUMP became a 8B FDV monster! Live now on all platforms! 👇 https://t.co/byOByreOxp

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Are we allowed to talk about $PUMP competing with @OnlyFans? The world can buy upside in their favorite streamers. Or is that outside the scope?

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

The metrics for $PUMP are 2x+ when the token hit ATHs on July 16 Revenue is 2x, weekly volume 5x, tokens created 2x. What am I missing? https://t.co/IGub5S0Sfo https://t.co/lnrseGXEO0

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Not touching $YZY need some ZZZs tonight Wild what @solana’s network can handle though

Name & Symbol: YZY ($YZY)
Address: DrZ26cKJDksVRWib3DVVsjo9eeXccc7hKhDJviiYEEZY