Already the most performant blockchain. Already the fastest growing crypto startup eco. Already the most liquid network for spot trading of crypto + RWA assets. Already the home of crypto’s newest & most consequential cypherpunk innovations. Soon the best tokenomics. @Solana

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

A common question we're getting on the Drift relaunch is: why is it taking so long? Why do you even need a 'relaunch' when it was already live? One of the biggest decisions early on was: new program or reuse the old one? We decided to launch with an entirely new program/program ID. Why? 1. The existing program's state was in limbo after the hack. It didn't fully resolve the liquidations because the exploiter's collateral was never marked to 0. We wouldn't want to muddy that state, because it is needed to snapshot what everyone is owed. 2. Security is not something you can just strap on - it takes thoughtful design from the outset. Adding extra security means making breaking changes to on-chain state. Making these changes while providing a migration path for existing state is 10x harder. An analogy - code is like a Jenga tower. Security is at the bottom of the tower. It is very hard to change the blocks at the bottom without toppling the tower. If the code is not in production, though, you can simply put the top part of the tower off to the side and fix the bottom. Next. Why is it taking so long? Part of making a program more secure is lowering the attack surface. Over the years, Drift developers were forced to make less-than-ideal design decisions in order to not change existing code in a non backwards compatible way. In tech circles, we call this accumulating 'tech debt'. Now that the program needs to be completely re-audited from scratch, that debt not only adds heaps of time and cost to the audit schedule, it also increases the attack surface and makes the code hard to reason about. Is this a complete rewrite? No. That would take far too long, and would be unproductive as it would lose all of the hard-fought lessons built into the existing code. Think of it more as mowing the lawn. It's overgrown, and there are weeds everywhere. I'm whacking the legacy problem sections I can find, and trying to make the code easier to audit. I'm not going to catch everything, or have time to fix all tech debt, but I'm fixing all of the top offenders. I'll share more in later tweets of specific changes I've been making, as I want to be as transparent as possible.

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

Some thoughts on @helium and solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux 1) Network wide revenue is up roughly 4x y/y from $13k / day to $50k / day. The asset is currently trading at an 8x PE 2) Based on the current buy and burn, more than 10% of the float is being systematically purchased from the open market per year. About 90% of the FDV is already floating, and inflation is low single digits per year. 3) The network offload business - selling capacity to Tmobile, Verizon, Att, and international carriers such as Telefonica. Obviously, this business will continue to grow nicely both with general internet growth, and by signing more carriers 4) Selling the consumer facing business - Helium Mobile - to Andrew Yang's new mobile business, Noble Moble, that will further accelerate growth of Helium/Noble. The biggest challenge that Helium Mobile faced was CAC. Andrew Yang is a repeat successful entreprenuer, has raised a ton of money for Noble, and has a fresh mandate to invest in growth with a balance sheet. Also, he's super famous and loved and has a big platform I bought some more HNT yesterday.

Name & Symbol: Helium Network Token ($HNT)
Address: hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux

This is our wheelhouse, engine-level Solana perps security, where it's almost always the money-math invariants that break, not the perimeter. Two things that might help the rebuild: a free in-editor Solana security standard, and deep adversarial audits. Happy to put eyes on Drift before relaunch. 🫡

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

@toly we built an app so good that people spend their SKR

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

Starting 1:1 user research for devs publishing to the @solanamobile dApp Store! 📱 Goal: make building for Seeker as seamless as possible. Tell us where the process can be optimized. DM to schedule a call!

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

Seeker Season keeps getting more interesting. @getmurmo is now live for @solanamobile users, bringing trading across crypto, stocks, sports, predictions and more directly into the Seeker experience. Exclusive access, real mobile utility, and 200,000 $SKR in bounty rewards. This is how the Solana Mobile ecosystem keeps expanding 📱

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

My $0.02 - as someone who's been equally involved with Hyperliquid and Solana and admires both ecosystems. If I were working at foundation, this is what I'd want to see to tweak things in Solana's favor. 1. Phoenix needs to get rid of that invite code nonsense asap because brother its 2026.. 2. For perpetual exchanges, there are two core aspects that have nothing to do with settlement chain. You need a group of MMs and you need a risk engine. Hyperliquid could bootstrap this fairly well, and the airdrop incentivised MMs. Many of them ended up millionaires and that liquidity went towards HIP-3/HIP4. Solana folks need to stop looking at this as a liquidity constraint and think who are the best MMs and what are the best assets. And no, thinking you don't need to incentivise those MMs doesn't work because the MMs are booking sufficient margins arbing tradfi stocks and currency pairs on Hyperliquid. Hyperliquid launched in a zero competition market. Solana's perp ecosystem is not launching in a blank market. 3. Hyperliquid was consistently early to listing new assets. Often times - that move hurt it because risk assessment is hard (jellyjelly). But it was one of the best places to go long on perps before Binance listed it. Speed of listing new assets was the pitch. It still is - you can trade spacex there before you can trade it on NASDAQ. Phoenix lags (from what I see). compare this with number of assets on solana native perps. 4. Hyperliquid's core culture is built around a full-fledged product that is aesthetic. The attention to detail on Hyperliquid is often absent on many Solana native perps. You need to get off the feeds and open these products on two large monitors and spend a whole sixty minutes on these things and you will see the stark difference. 5. Solana's core value prop is actually in its RWA ecosystem. Instead of battling on crypto-native perps, or going after what Hyperliquid owns today, Solana should probably look towards the 350 assets Ondo supports and enable perps for them. Why? You have a base market where MM's can go back to USDC on, MMs will want to hedge on a perp exchange and Solana has a strong lead here (compared to ETH/L2 ecosystem). You have an ecosystem of wallets that will embed these instruments. You want to bring nasdaq on chain? Brother focus on those assets!! Tokenised compute, commodities, emerging market indices - are all blank spaces. And Hyperliquid does not own those markets today. 6. Hyperliquid dominates user mind-share now because it has done the three things necessary to build a cult in crypto. It built a product that speaks to tradfi (pre-ipo/hip3), it made an incredibly powerful stack (hip3/usdh) and it enriched people in the process. Solana did the same with USDC and fwiw, to a certain extent with meme coins. Trying to battle it out on Hyperliquid's turf is trying to convert a cult. I belong to that cult - unless you have a superior product that has as much - people wont convert over Hyperliquid has an incredibly powerful flywheel going on for it right now in that when tradfi stocks list, it has become the pricing avenue. The last time this happened with a primitive in crypto was with prediction markets - when they were more effective than traditional outlets at pricing election odds. Crypto native approaches to competing with a behemoth whose moat is on risk engine, liquidity, a cult-like userbase and tradfi relevance is fairly weak. Teams on solana should frankly be looking a bit more deeper than the surface. DMs open if you're building on either networks. I think the pie is a lot bigger than what we presume it is on X. We are talking about bringing the world's finances on-chain. Cumulatively these ecosystems are at $80 billion. I think they will be worth $10 trillion in ten years. Too early to be bickering over size of the slice. Focus on the pie.

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

Governance update on @solana: It is becoming increasingly clear that Solana is a futarchy ecosystem. Ownership coins have ushered in a new era of governance and participation, evidenced by the performance of launches like @JurassicFi, the investor-friendly wind down of @ranger_finance, and the growth of supporting media projects like @ownershipfm and @01Resolved. The @realmsdaos team has seen this firsthand through our own work in Sowellian Governance, an evolution within the broader family of futarchy-based governance systems inspired by @robinhanson. Participation in IslandCapital and the new @ridemarkets conviction platform has been exponentially higher than traditional token-voting systems. Realms is now transitioning into a fully decentralized protocol. This means making the SPL Governance 3.1 program immutable. On July 1st, the freeze will be complete and the https://t.co/Z4V17vW2Gg UI will be shut down (This will impact DAOs like @metaplex that rely on this UI for voting and proposing) If governance infrastructure can be changed unilaterally, it is not truly neutral infrastructure. Many DAOs, like @jito_sol, already operate their own governance frontends for voting and proposal creation. Others will now be free to build specialized interfaces and governance experiences on top of SPL Governance. The current Realms team is transitioning into a new organization: Realms Lab, a governance agency focused on future innovation across the SPL Governance ecosystem. Our first projects include supporting new launchpads like @craftsdev and @fairdotclub, pioneers in bringing TradFi companies into the web3 governance stack. This newly formed team includes both existing Realms contributors and new additions that will be announced later this year. As for the rest of us, we are fully locked in on Ride. Operational futarchy is the most exciting thing we have collectively worked on. It finally solves how groups can coordinate capital in a truly decentralized way. The design space is massive and we intend to spend all of our energy bringing futarchy to more Solana users.

Name & Symbol: Metaplex ($MPLX)
Address: 0x75a5863a19af60ec0098d62ed8c34cc594fb470f

okay. it's time to give this a shot. i've tried solana perps for years they sucked. i quit trading on them for most of 2025 - abandoned jup perps / drift completely because they simply refused to improve but I am hopeful and always willing to give any solana product a shot. @PhoenixTrade exp so far: 1) onboarding was quick 2) i like being asked for 'Enable one-click trading' good feature to have but keep it optional 3) Deposit funds was clean but sometimes I do like separate wallet creation where I can manually move funds into dex wallet (axiom e.g) 4) the charts load really fast and smoothly across time frames and zoom (in/out) - i have a wide screen this was always messy on ostium for some reason 5) portfolio page + rewards page is clean 6) multi-account connections is good! 7) withdraw and deposits both quick and easy 8) i love the visual liq price line suggestions: 1) give me auto swap natively built - if i have sol, usdg, usdt etc. and I want to 'Deposit' into platform - do it for me. make my life easier 2) don't know what this blockhash expired error is at bottom right when I click 'Enable' one-click 3) create a running p&l top right, beside deposited. it makes it fun :) 4) when I used Aptos for a few months for trading on @Merkle_Trade - i loved their gamification aspect. leaderboard in p&l, badges, instant reimbursement to turn earned points into $, spin-the-wheel on points earned to maybe earn less fees, more $, etc. 5) show me on each trade execution the avg. price impact I may have. given your exchange rn has low liq. i'd want to know. 6) make portfolio p&l page shareable. people like to flex in both %, $ or levg. % in trade section 7) orderbook is a bit squished for me. let me make both dialog boxes wider (ob + execution box) 8) add twaps/vwap execution (this should be a norm now imo on dex's) 9) iceberg orders too 10) in dialog box of post-trade execution, i dont care about network fee. sol natives don't care and non-natives won't know. 11) do show me how much % liq price is from current execution. give me more data! if you want to take down the big dogs like HL, do things others are simply not doing. 1) execution quality score (data for you!) 2) depth consumed on each trade 3) vol /price impact during execution 4) shit, show me why my revenge trading of 8 trades back-to-back broke my positive p&l streak a) show the above by avg trade held b) fees, levg. avg. and funding eaten c) show me on date/time chart when i perform better for my p&l 5) give me l2 ob data market wide, heatmap data like tickblaze, kaiko, sienna charts etc. - i mean i'd pay for these services separately - give it to me right in my main trading platform for now it's what i have. im impressed by general clean ui/ux feel and execution (thus far)

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

I hope @solanamobile is very proud; today I was invited to give a talk in English at a IUTSO university, and I spoke about the future of mobile development built with AI. And, obviously, I showcased Seeker. https://t.co/bJMS7RKiGz

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

solana:So11111111111111111111111111111111111111112

Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112

you can’t vibe code usdc you can’t openclaw hyperliquid you can’t prompt engineer morpho network effects are the moat

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Interacting with Token and Token2022 for Solana programs written in Pinocchio is a pain. We put together an interface to interact with both from a single SDK. Let me know if you're interested in checking it out

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

REAL TALK: The most active & rewarded community in crypto right now isn't NFT holders or DeFi farmers. It’s hardware holders. 📱 Seeker owners by @solanamobile are consistently getting: - airdrops ( $SKR & others ) - boosts - exclusive access - nonstop collabs When you have a strong community of hundreds of thousands actually using the product, rewards naturally flow to you. Who’s already in? 👀

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

No user will ever care, but building fully on-chain perps on Solana is really technically challenging. I respect all the teams who have attempted this Herculean task in the past: Drift, Zeta, Mango, Jupiter to name a few. Many of these teams have found success with real users, but I think it’s fair to say that all of them had to make product tradeoffs as a direct result of Solana’s programming model. We achieved: - Price time priority on user limit orders with built-in margin - Synchronous matching (no crank) - Lazily accumulating funding payments - Low compute quote updates for makers - Platform-wide cross and isolated margin This required innovation on the core system architecture. I usually don’t like talking about this because, in my eyes, these properties are table stakes for being competitive with any centralized exchange. Our users won’t care about the sick tech, but they will care about how good the product feels. We moved mountains to build @PhoenixTrade. No on-chain vault + off-chain matching. No compromises on microstructure. No vapor. All of the program code will be made source-available at general launch.

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

.@mtndao might be the most underrated event in all of crypto not just solana. all of crypto. spent time in salt lake city surrounded by the best builders on solana and came back a different person. here's my honest breakdown: the room: solana foundation. solana mobile. squads. metaplex. multicoin. yc. in the same building. networking couldnt be more productive it doesnt matter if you're a founder, builder, dev, BD or designer. you will definitely leave with something. the alpha sessions: yc office hours with @nemild hit different. helped sharpen the thesis on agent identity and why platforms that don't treat it as core infra won't survive. demo day: 30+ projects. 3 tracks: infra & protocol, defi & capital markets, consumer and payments with @vibhu, @edgarpavlovsky & @barrett_io live. the ones that genuinely impressed me: @avodotso @usetapestry @eatwithnomu @getpyra & @pack3dotfun. quality of builders in that room was scary good. the side events: après build by @solanafndn. guns n hotpot by @wesplit_io x @meteoraeco. open tech summit by @jacobvcrech. communities mixer ft @superteam @monkedao @LucidDrakes @MoustacheDAO by @supersimon77 . every single day was productive personal: my @solanamobile got delivered here. delivery restrictions back in asia so i thought I'd route it through the US. picking it up at mtndao of all places was a moment. also wrote and published my full yield bearing stablecoin research on solana during this trip(55k+ impressions atm). the mountains do something to your focus that nothing else ever will. the skiing: beyond the quality, this is what separates mtndao from others. it is built around utah culture. the mountains, slc, snowbird - it's more than a backdrop, it's the point. you lock in during the weekdays and ski in the weekends & something about that rhythm just unlocks a different version of you. previous years i skied. this time i picked up snowboarding and hit the blacks at snowbird. if you know snowbird blacks, you know. ppl got some banger tattoos right in the office. s/o @hnxyn_ for that. always love running into old friends. here are some new ones i made and had a great time with: @PiccoGabriele @vesper792 @naruto11eth @muse_jp_sol @nelo_66 @llegoelkelo @brazylord @jpsychedelic369 @0xMista @kenton_cooley @dlophem @PauluneMoon @0xJunebox @seminuked @nzrnrdn @Noctis0x @nynameisjeff_kb @aconfo @gumdropsteve @twentyOne2x if you missed mtndao v9, don't make the same mistake again. if you were there, what did u think abt it?

Name & Symbol: Metaplex ($MPLX)
Address: 0x75a5863a19af60ec0098d62ed8c34cc594fb470f

A national bank opened Solana deposits. A government launched a Solana-backed visa. From privacy vaults to prediction markets to payroll rails, Solana's infrastructure layer is becoming invisible and the products built on it are becoming undeniable. Here’s what happened over the week: 📰 Headline News - @SoFi, the national chartered bank, enabled native Solana network deposits - @solanapayments launched as a unified hub for Solana payments - @gmcbhutan launched the first Solana-backed nomad visa - Solana RWA market cap hit a new ATH of $1.71B 📰 Launches - @orca_so added PnL and position history to its Liquidity Terminal - @metaplex introduced the Metaplex App for token discovery and launches - @mtndao Demo Day featured 30 teams presenting across categories - @solanamobile debuted @SeekerClaw, enabling less than a minute AI agent deployments - @IndexifyApp went live on iOS and Android, bringing portfolio tracking to mobile - @BagsApp introduced the Bags App Store marketplace for developers - @dflow and @phantom shipped a Claude Code Skill for building Solana apps - @TradeNeutral unveiled its Debasement Vault designed for monetary neutrality - @EitherwayAI debuted a describe-to-deploy tool for Solana apps - @pipenetwork shipped SolanaCDN, an open-source acceleration layer for block delivery - @printr launched an MCP server enabling AI agents to autonomously deploy and track tokens on Solana - @Zebec_HQ launched the Zebec SuperApp for USDC-based payroll - @gauntlet_xyz launched USDC vault on @kamino - @trytbd released a platform for global polls and prediction markets - @project0 rolled out 0 Pay, connecting onchain portfolios to IRL payment infrastructure - @MagicEden transitioned its marketplace focus exclusively on Solana and Packs - @playdotfunsol released gamified game growth platform for developers and players - @clawpumptech shipped a V2 upgrade for its agentic gateway - @glamsystems partnered with @gauntlet_xyz to bring institutional yields to gtUSDa - @triadmarkets entered its next phase of expansion on Solana - @reflectmoney introduced Reflect Whitelabel for launching custom yield-bearing stablecoins - @Noah_HQ partnered with @JupiterExchange to integrate regulated neobank capabilities - @Solana_Company (NASDAQ: HSDT) announced global high-speed infrastructure buildout plans - @OnePieceLabs kicked off Solana Bootcamp APAC - @blueprintAI debuted an AI-driven Smart Savings Account - @coingecko and @nansen_ai shipped x402-powered APIs, enabling onchain data access for AI agents 📰 Milestones - @kamino crossed $1B in total RWA market size - @Sunrise_DeFi hit $360M+ volume and 113K+ wallets since November launch - @PreStocks total value surpassed $10M This week's cover art by @foursixsix 🤝

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Top apps on @solanamobile - week of Feb 23 Seeker ecosystem continues to grow and we love seeing many of our partners in top 10, top 50 and 100! Full leaderboard 👇 Tag your favorite apps https://t.co/yqUtysCGTG

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

还想拥有自己的web3 手机的伙伴们有福啦！ 使用 SKR 支付获取 50% Seeker 手机折扣的活动还在进行中！ 倒计时，手慢无！

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

Build an app for seeker that gets users to spend their skr and buy more phones with skr to increase the number of users so dev apps can earn more skr https://t.co/fVZBCgUI4e

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

Within 12 months, the majority of tokens launched on @metaplex will come from agents, not humans

Name & Symbol: Metaplex ($MPLX)
Address: 0x75a5863a19af60ec0098d62ed8c34cc594fb470f

🚨 RWA Update on Solana Multiliquid and Metalayer have launched the first instant RWA redemption facility on Solana. Institutions can now swap eligible tokenized real-world assets into stablecoins 24/7, removing liquidity frictions across private credit, real estate, and alternative funds - as Solana’s onchain RWA ecosystem surpasses $1B. Metalayer supplies the capital pool, while Multiliquid powers pricing, compliance, and settlement via smart contracts.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

@toly Build it for $SKR. 📱 https://t.co/qwrg5u3d8X

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

Just created a private group for @solanamobile holders ▫️ If you own a Seeker and want to share updates, tips, and alpha, this is for you. Drop a 📱 below for an invite 👇 $SKR https://t.co/lAkRwIuZU8

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

Solana 的小伙伴们，新年开年，@solanamobile 的空投就来了！ 过去两天讨论最多的资产就是 $SKR, SKR是Solana手机Seeker 的原生代币，mobile 优先是接下来几年的web3创业趋势，为了帮助更多的创业者降低手机端产品上线的门槛，简化用户体验，Seeker 诞生了。 如果你还没有领取代币：可以打开Seeker 手机，找到Seed Vault Wallet 一键领取，或者参与质押！ 30% 的$SKR 将分发给社区的伙伴，代币的发行是为了更好的支持Mobile 生态的发展，欢迎华人创业者们一起参与手机端创业生态！！ Be seeker my friend 👀

Name & Symbol: Seeker ($SKR)
Address: SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3

@SolanaSensei @solana @JupiterExchange @MeteoraAG @Raydium @kamino @Backpack @toly @orca_so @jito_sol @phantom You forgot THE DePIN project at the heart of the energy revolution 😤

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Squads Multisig is the leading multisig solution on Solana securing billions in value for most teams in the ecosystem (including Helius, DZ, Kamino, Ellipsis and many more). @SquadsProtocol is also the largest protocol on Solana by value secured, the code is open source, multiple times formally verified and immutable. If you are looking to set up a Squads Multisig for personal use you can do it via the main app or if you are on iOS via @fusewallet. Guides and links in second xeet, if you need any support or guidance - DMs are open.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

.@BChillman says they will allow @phantom users to trade @Kalshi prediction markets with any Solana token, such as SOL, USDC, CASH, or even Fartcoin 🤯 https://t.co/GNBmb07p55

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

🚨JUST IN: @kamino has rebranded and launched six new products, expanding beyond lending into a full-stack institutional and tokenized-asset infrastructure layer on @solana. - Solana Breakpoint 2025 https://t.co/EHzwN13cjS

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Day 1 of Breakpoint 2025 is in the books. Today, the global Solana community gathered in Abu Dhabi to witness an institutional convergence of Wall Street giants, sovereign wealth, DeFi, and internet capital markets. 📰 Headlines: - @jpmorgan arranged U.S. commercial paper issuance for @galaxyhq on Solana - @coinbase previewed in-app DEX trading for Solana tokens - Bhutan will tokenize its sovereign gold reserves onchain on Solana - @StateStreetIM and @Galaxyhq to debut a tokenized private liquidity fund on Solana - @Blockworks_ and @SolanaFndn unveiled Lightspeed, crypto's first investor relations platform - @ellipsis_labs introduced Phoenix Perpetuals, a Solana-native perps exchange - @animocabrands announced it will tokenize its equity via @joinrepublic 📰 Other News - Marketnode and LionGlobal to bring their Singapore Physical Gold Fund on chain - @solflare gifted its Shield hardware wallet to all Breakpoint attendees - @xStocksFi opened xPort for institutions to mint tokenized stocks from real-world equities - @keel_fi announced a $500m fund for Solana RWAs - @solsticefi confirmed its upcoming TGE - @doublezero rolled out a validator referral program - @osldotcom announced USDGo, a regulated stablecoin on Solana - @KyleSamani from @multicoin introduced ACE to enable custom transaction ordering on a shared state - @JupiterExchange acquired @RainFi_ and debuted the JupUSD stablecoin - @galaxyhq positioned Solana as the only chain capable of scaling tokenized securities - @jerallaire, CEO of @circle, highlighted Solana's USDC volume supremacy and infrastructure adoption - @Paxos filed for SEC clearing agency status to issue native onchain assets - @sanctumso previewed a mobile app offering up to 10% APY - @SGB_app enabled minting and redeeming USDC and USDT on Solana - @wormhole reported ~$12B in bridged assets till date and ~300K new users entering Solana this year - @altitude announced CFO Stack, a suite of tools streamlining financial operations - @anza_xyz highlighted Solana’s sustained uptime, processing 200B transactions in 2 years, surpassing all other chains combined PT-sUSDe by @pendle_fi is coming to Solana and landing on Kamino, powered by @Chainlink CCIP @dYdX launched a Solana Spot DEX with zero fees And that was just Day 1. We'll be back tomorrow.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Day 1 of Breakpoint 2025 is in the books. Today, the global Solana community gathered in Abu Dhabi to witness an institutional convergence of Wall Street giants, sovereign wealth, DeFi, and internet capital markets. 📰 Headlines: - @jpmorgan arranged U.S. commercial paper issuance for @galaxyhq on Solana - @coinbase previewed in-app DEX trading for Solana tokens - Bhutan will tokenize its sovereign gold reserves onchain on Solana - @StateStreetIM and @Galaxyhq to debut a tokenized private liquidity fund on Solana - @Blockworks_ and @SolanaFndn unveiled Lightspeed, crypto's first investor relations platform - @ellipsis_labs introduced Phoenix Perpetuals, a Solana-native perps exchange - @animocabrands announced it will tokenize its equity via @joinrepublic 📰 Other News - Marketnode and LionGlobal to bring their Singapore Physical Gold Fund on chain - @solflare gifted its Shield hardware wallet to all Breakpoint attendees - @xStocksFi opened xPort for institutions to mint tokenized stocks from real-world equities - @keel_fi announced a $500m fund for Solana RWAs - @solsticefi confirmed its upcoming TGE - @doublezero rolled out a validator referral program - @osldotcom announced USDGo, a regulated stablecoin on Solana - @KyleSamani from @multicoin introduced ACE to enable custom transaction ordering on a shared state - @JupiterExchange acquired @RainFi_ and debuted the JupUSD stablecoin - @galaxyhq positioned Solana as the only chain capable of scaling tokenized securities - @jerallaire, CEO of @circle, highlighted Solana's USDC volume supremacy and infrastructure adoption - @Paxos filed for SEC clearing agency status to issue native onchain assets - @sanctumso previewed a mobile app offering up to 10% APY - @SGB_app enabled minting and redeeming USDC and USDT on Solana - @wormhole reported ~$12B in bridged assets till date and ~300K new users entering Solana this year - @altitude announced CFO Stack, a suite of tools streamlining financial operations - @anza_xyz highlighted Solana’s sustained uptime, processing 200B transactions in 2 years, surpassing all other chains combined PT-sUSDe by @pendle_fi is coming to Solana and landing on Kamino, powered by @Chainlink CCIP @dYdX launched a Solana Spot DEX with zero fees And that was just Day 1. We'll be back tomorrow.

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

BREAKING: @keel_fi announces $500m fund for Solana RWAs 🔥 https://t.co/kj4VuzinV3

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

RWAs and real yield + @kamino loop is gonna melt faces

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Congrats @humidifi on a successful and WET launch! As mentioned in my previous tweet, the @humidifi team is one of the most cracked teams in the ecosystem, with strong technical, financial expertise across the entire txn infrastructure. For context on the team, do take a read on this tweet: https://t.co/haR4600Yp9 Every convo with @HypoNyms has been an absolute thrill, and very excited to see how they take decentralized liquidity forward from this point on and help defi get as WET as CEXes. For DTF, this has been a rocky yet ultimately successful first launch. The team has learnt a ton from this, and they will improve immensely from here on. Congrats to the WET team again! PS: @kevinxpang is probably getting wet on friday with his first tweet. Drop him a follow 😆

Name & Symbol: Humidifi ($WET)
Address: WETZjtprkDMCcUxPi9PfWnowMRZkiGGHDb9rABuRZ2U

🚨NEW: @plumenetwork launches RWA Nest Vaults on @Solana, bringing institutional yield onchain with assets from WisdomTree, Hamilton Lane, BlackOpal, Securitize & SuperState. The five vaults give Solana users liquid access to stable, institutional-grade real-world APY. https://t.co/kJhQxW9S1X

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

In late July, we had just 40 Solana Mainnet validators operating on DoubleZero In late November, we have 40% of Solana mainnet stake operating on @doublezero

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

Another No Action letter for a crypto project in 2025! DoubleZero and now Fuse 🔥

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

The competition on Solana is insane right now Aggregators Titan - Jupiter - DFlow Block Buildoors Jito - Harmonic - Raiku Lending Kamino - Loopscale - mrgnfi Perps BULK - Bullet - DRIFT Infra Triton - Helius - Alchemy - QuickNode DeFi+ Hylo - Raydium - Orca - Meteora

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

The competition on Solana is insane right now Aggregators Titan - Jupiter - DFlow Block Buildoors Jito - Harmonic - Raiku Lending Kamino - Loopscale - mrgnfi Perps BULK - Bullet - DRIFT Infra Triton - Helius - Alchemy - QuickNode DeFi+ Hylo - Raydium - Orca - Meteora

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

The competition on Solana is insane right now Aggregators Titan - Jupiter - DFlow Block Buildoors Jito - Harmonic - Raiku Lending Kamino - Loopscale - mrgnfi Perps BULK - Bullet - DRIFT Infra Triton - Helius - Alchemy - QuickNode DeFi+ Hylo - Raydium - Orca - Meteora

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

One of my favorite things about Solana DeFi is how much the founders care about their protocol’s UX and their willingness to take feedback. My experience using apps now vs even 6 months ago has been a huge step up. Specific people that deserve a direct shout out for being absolute chads: @marygooneratne and @TruittLuke at @Loopscale @macbrennan_cc at @project0 @ttrofel at @ExponentFinance @y2kappa at @kamino @metanallok and @metaproph3t at @MetaDAOProject @realRockyChung at @Titan_Exchange @gaius1337 at @thevaultfinance @Geninsus at @JupiterExchange @0xPlish at @0xPlish @johncole99 at @solsticefi

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

9 ways to buy ZEC i) download Zashi mobile wallet from app store -> More -> Swap ZEC with NEAR Intents this will let you swap from basically any chain directly into shielded ZEC this is the most private and canonical way unless the ZEC is shielded on the Zcash blockchain, it is not private ii) use solswap(.)org, this is basically the same NEAR Intent infra above, but vanilla web UI iii) use dflow/jup/titan to swap into zenZEC (CA: JDt9rRGaieF6aN1cJkXFeUmsy7ZE4yY3CZb8tVMXVroS) you can then bridge back to Zcash using Zenrock's bridge if you want ^ iv) do the same above but with wrapped ZEC (CA:A7bdiYdS5GjqGFtxf17ppRHtDKPkkRqbKtR27dxvQXaS) you can again bridge back to Zcash if you choose you can also directly onboard via Moonpay for this one ^ v) use app(.)infinex(.)xyz — which is a cross chain non-custodial DEX vi) use the encifher team on Solana to swap into ZEC privately using Near Intents vii) if all else fails, use a CEX viii) hyperliquid official UI next week for spot ix) Grayscale ZCSH trust if on public markets shalom! obviously, buying any financial asset is risky, only do this if you've understood the risks and have a non-touristic time horizon

Name & Symbol: Zcash ($ZEC)
Address: A7bdiYdS5GjqGFtxf17ppRHtDKPkkRqbKtR27dxvQXaS

9 ways to buy ZEC i) download Zashi mobile wallet from app store -> More -> Swap ZEC with NEAR Intents this will let you swap from basically any chain directly into shielded ZEC this is the most private and canonical way unless the ZEC is shielded on the Zcash blockchain, it is not private ii) use solswap(.)org, this is basically the same NEAR Intent infra above, but vanilla web UI iii) use dflow/jup/titan to swap into zenZEC (CA: JDt9rRGaieF6aN1cJkXFeUmsy7ZE4yY3CZb8tVMXVroS) you can then bridge back to Zcash using Zenrock's bridge if you want ^ iv) do the same above but with wrapped ZEC (CA:A7bdiYdS5GjqGFtxf17ppRHtDKPkkRqbKtR27dxvQXaS) you can again bridge back to Zcash if you choose you can also directly onboard via Moonpay for this one ^ v) use app(.)infinex(.)xyz — which is a cross chain non-custodial DEX vi) use the encifher team on Solana to swap into ZEC privately using Near Intents vii) if all else fails, use a CEX viii) hyperliquid official UI next week for spot ix) Grayscale ZCSH trust if on public markets shalom! obviously, buying any financial asset is risky, only do this if you've understood the risks and have a non-touristic time horizon

Name & Symbol: Zenrock ZEC ($zenZEC)
Address: JDt9rRGaieF6aN1cJkXFeUmsy7ZE4yY3CZb8tVMXVroS

GM, reporting live from Wall Street. The vibes are bullish. The drip is real. 🧢📈 https://t.co/26dgnkYos3

Name & Symbol: GOMBLE ($GM)
Address: 0xd8002d4bd1d50136a731c141e3206d516e6d3b3d

If anyone wants to understand project X402, what @0rdlibrary is building with @terminagent go through his github that i've linked in the replies below. Toly has reposted the dev! X402 EVERYTHING 6H8uyJYrPVcra6Fi7iWh29DXSm8KctzhHRyXmPwKpump https://t.co/YSQUYlmui2

Name & Symbol: X402 ($X402)
Address: 6H8uyJYrPVcra6Fi7iWh29DXSm8KctzhHRyXmPwKpump

Jito's making Solana market microstructure simpler & more predictable We believe this is an important driver for Solana's next leg of growth & thus we're excited to run the BAM client on the Drift validator Thank you for your attention to this matter!

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

In one of the sharpest drawdowns in recent crypto history, Drift’s systems held strong to protect users when it mattered most. Yesterday, crypto saw over $20B liquidated with $76M liquidated on Drift. This is how Drift ensures safe liquidations to protect users: At peak volatility, 4,608 Drift users were at risk of liquidation. Through flash-crash protection and oracle guardrails, Drift's system protected 50% (2,303 users) from being liquidated. Traders shouldn't be wiped out by a single bad oracle tick or quick wick. A DEX shouldn't erase large accounts off one errant price print. This is bad for users and bad for protocol solvency. Drift's liquidation engine is designed to strike a balance between fast enough to protect the protocol AND fair enough to give traders to recover. The farther a price deviates from a short-term TWAP, the slower the liquidation window. Even a few seconds can save a lot. The team is reviewing data from this event closely and will continue improving the system to keep traders safe, and DeFi resilient.

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

"There's nothing new or exciting happening in Solana DeFi" *checks notes* ... @kamino markets at $5B and growing fast with deep capacity and attractive yields @JupiterExchange Juplend already at $1.3B in total supply Prop AMMs delivering CEX-level (often better) execution fully onchain DATs gearing up to deploy billions onchain @jito_sol BAM update to enable ACE for the first time on Solana @DFlowProtocol enabling JIT routing onchain for the first time and effectively expanding the scope of that an aggregator can do @Titan_Exchange transforming routing efficiency and optionality across Solana DEXs and RFQ networks @pumpdotfun streams and creator capital markets taking shape @MeteoraAG TGE around the corner @solsticefi emerging as a key player in the tokenized yield vault game built exclusively for Solana w/ over 200m in supply within the first week of launch @syrupfi providing direct exposure to competitive institutional lending yields at scale @onrefinance bringing permissionless, exogenous yield (starting with reinsurance premiums) to DeFi @LoopscaleLabs building novel B/L primitives and the first onchain credit CLOB @ExponentFinance and @RateX_Dex developing Solana-native fixed-yield markets @Perena__ introducing stable-swap architecture for a more diverse stablecoin ecosystem @PayPal PYUSD deepening its Solana footprint through new partnerships and settlement flows @global_dollar expanding the revenue-share model to new counterparties BTC wrapper incentives driving cross-chain collateral inflows such as xBTC, LBTC, cbBTC etc... @_bulktrade building a hyper-scalable perp DEX on Solana rails @ranger_finance constructing the most comprehensive perp aggregator @TradeNeutral unifying DeFi strategies and portfolio management @hylo_so introducing structured products and options on Solana @DeFiCarrot automating stablecoin yield optimization through smart vaults and yield-bearing CRT tokens @0dotxyz developing the first true onchain prime broker @FusionAMM and @DeFiTuna re-architecting Solana’s CLOB and LP infrastructure @asgardfi launching institutional-grade margin trading to meet DeFi’s spot-margin demand @GlowFinanceXYZ simplifying yield and onchain savings for end users @reflectmoney enabling mirrored synthetic exposure to real-world assets @ArciumHQ deploying confidential computing for institutional DeFi use comment who I missed because there is certainly no shortage of awesome teams, products and assets on @solana

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Born too late for the Apollo missions Born just in time to launch @doublezero https://t.co/xDqovXFpmb

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