This is before volatile pairs are launched with v2… Don’t sleep on $FLUID

While it's a great achievement for Fluid 🌊, I think the real win will be when Fluid is able to compete on the volatile pairs & fees with DEX v2 🌊🌊🌊🌊🌊 Excited for what future holds!

A meta theme of this cycle will be tradfi quietly siphoning off large chunks of the returns via financial engineering

That’s wild, number of companies founded in China each year. Private entrepreneurialism fueling China’s economic rise has come to a full stop there. Time will tell what will be the consequences of a pivot to a state run economy again.

Poignant

The best stablecoin play that everyone missed

Plasma will launch mainnet beta with over $1B in stablecoin TVL. Capital efficiency is the foundation for deep stablecoin liquidity and seamless digital dollar markets. Today we’re announcing our partnership with @0xFluid, the most capital efficient DEX for stablecoins.

Thought provoking and always a delight to read.

$SOL smashing through its all-time high seems pre-programmed As this occurs, others will look to other bluechip $SOL dApps $FLUID powering $JUP lend that has *just* launched in public beta (with 50/50 rev share) will both benefit Try not to overthink it and enjoy this

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The only form of wealth that’s ever mattered

Well done Richard Craib and team! Huge validation from one of the largest asset allocators on the planet Numerai is just getting started…🔥

I believe the Solana ecosystem is poised for major growth over the next 6–12 months. One of Solana’s biggest gaps has been the lack of strong lending markets. While Solana consistently leads in DEX volumes, lending has long been dismissed as a “poor man’s money markets” that

Crazy launch of Fluid 🌊 on Solana via Jupiter Lend half a billion in market size in less than 24 hours The positives I see for Fluid: - massive revenue stream - risk diversification as a business Fluid just became an even stronger risk/reward play

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This is an excellent essay on one of the enduring mega-trends of the 21st century - inequality. prue0.com/2025/09/02/the… H/T smac

The pattern for TradFi's crypto adoption is clear: they're on a ~5 year delay from crypto-natives. They discovered $BTC, then got comfortable with stablecoins, and are now exploring $ETH via DATs. #DeFi is inevitably next on their list. It's the crypto-mullet:

"By some mental bias, people think that status quo is GDP. No; it is GDP growth. China pulled from 6% to more than 20% of world GDP (PPP) in 15 years. So consider what the state of geopolitics would be in 2035." Some great nuggets in here

I like this framing "Energy Return on Energy Invested" - it marries up with david friedberg's interview with DeepMind CEO Demis Hassabis who said that the energy consumed by AI will be more than offset but the scientific breakthroughs that AI will unlock to harness energy itself

As someone who has been through the trials and tribulations of the US visa system for many years, my heart goes out to those affected today. I really hope this doesn’t kill the golden goose of immigrants moving to the US to build world changing companies while China has just