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I deleted my initial take on the Solana ad today after some reflection. At first I liked the ad because it struck a chord with me. I believe a whole generation of people was taught to focus on zero sum oppressor oppressed world views rather than positive sum techno

This is why the 2nd Amendment is the most important of all. If you don't have the ability to defend yourself, you are extremely vulnerable to political terrorism like this.

1/ I've very excited about the launch of Solana Policy Institute. Solana has builders who develop novel mechanisms across consumer apps, DeFi, DePIN, and all the innovations we haven't yet thought of today. Under the leadership of Miller, the Institute will be telling their story.

Kamino is growing into a DeFi superapp

At least some numbers are going up right now

This was a fun episode to record with buffalu about my Jito thesis. Watch the short clip below for my most bullish long term catalyst and check out the full podcast if you want to hear more. Thank you to David Grider & Sean Farrell for hosting and asking some deep questions!

The market structure on Solana DeFi is evolving

Ethereum is for the 0.1%, Solana is for everyone. Give me your tired, your poor, Your huddled masses yearning to breathe free, The wretched refuse of your teeming shore. Send these, the homeless, tempest-tost to me, I lift my lamp beside the golden door!

This is an interesting Solana Inflation Reduction proposal. There are a couple of issues to work through: 1. This voting mechanism incentivizes gaming. For example, if I think the market would reduce inflation by X but I want to reduce inflation more aggressively, then I am

Helium is quietly compounding growth and the crypto community hasn't noticed yet. I use this dashboard to track Helium network revenues and HNT burn: dune.com/helium-foundat…

AT&T uses the Helium Network, offloading data & burning HNT! This move slashes risk for other major carriers to follow suit. Helium Hotspot growth stats also looking good, up 2.7x since Jan 1st.

It's worth paying attention to this potential inflection point in the growth curve for Helium

Eight Sleep is the best tool I've found to optimize my sleep and it's not even close. I'm excited for this new product generation and proud to be an angel investor in such an innovative health company.

Lyft is a the latest big customer of Hivemapper's mapping data. It's incredible to see DePIN delivering real world utility at scale. Lyft wants the freshest map data and that freshness is only possible with Hivemapper's unique DePIN business model.

Now that vote fees are going away, perhaps we should revisit Solana inflation again. Vote fees made smaller validators more dependent on inflation rewards in a bear market but now that concern is addressed.

We are watching BTC transform from a risk on asset to a risk off asset. Today we saw further proof that the government cannot cut the budget deficit. The market reacted by selling US treasuries, selling USD, selling equities, and buying BTC. The transformation is not yet

Funding rates are no longer a good indicator of crypto market conditions due to the scaling of the basis trade

One of the few projects in crypto with real PMF

DoubleZero is a different type of network - not an L1 or L2 - one that opts for a bespoke system combining proof of stake and a reward mechanism much closer to proof of work. We call it Proof of Utility, as it best unlocks utility across both contribution type and time, and thus

With the upcoming SOL ETF, we believe that offering a 100% staked SOL ETF using JitoSOL makes the most sense for issuers and investors. The Jito Foundation wrote a report explaining how JitoSOL can be used in a SOL ETF, answering common questions on structure for issuers! ⬇️