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🌎 The World Lives on Solana | Agents. Infrastructure. Quant. Yield. RWA. Genfinity hosted the Solana Incubator Cohort 4 showcase. The most competitive class they've ever had: • Neutral: Institutional quant strategy • CoralOS: Production scale agentic AI • Fractals: Tokenized Infrastructure financing • Spout: Borrow against equities (0%... show more

Generation Infinity

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Cohort 4 Demo Day is live. Some of the most ambitious teams building on @Solana are sharing what they've shipped: 3:57 → CoralOS 12:42 → Fractals 19:06 → Neutral Trade 26:02 → Solomon Labs 33:36 → Spout Finance Cohort 5 apps close next week. Link below.

Cohort 4 Demo Day is live. Some of the most ambitious teams building on @Solana are sharing what they've shipped: 3:57 → CoralOS 12:42 → Fractals 19:06 → Neutral Trade 26:02 → Solomon Labs 33:36 → Spout Finance Cohort 5 apps close next week. Link below.

Solana Incubator

43,928 views • 3 months ago

Inside the Blue Chip Pipeline of Solana. Exclusive interview with Emon Motamedi, head of Solana Solana Incubator🥚 • Cohort 5 closes June 5th. • Web2 and AI builders welcome. • Any door in crypto. They open it. • Build alongside Solana Labs bench. • 4-6 teams. 3 months. New York City. • Sanctum: 8-9x metrics, $650M launch. Apply: "These three months are the most productive three months of the company's life cycle." Future unicorns are being incubated on Solana. Full Interview:

Inside the Blue Chip Pipeline of Solana. Exclusive interview with Emon Motamedi, head of Solana Solana Incubator🥚 • Cohort 5 closes June 5th. • Web2 and AI builders welcome. • Any door in crypto. They open it. • Build alongside Solana Labs bench. • 4-6 teams. 3 months. New York City. • Sanctum: 8-9x metrics, $650M launch. Apply: "These three months are the most productive three months of the company's life cycle." Future unicorns are being incubated on Solana. Full Interview:

Generation Infinity

26,130 views • 3 months ago

12 weeks, 5 teams, Demo Day complete Wintermute Construct's first cohort just presented what they've built From 300+ applications, these teams were chosen for their ambition and conviction Watch their pitches: 00:13: RPS AI: Onchain asset management and liquidity engine for Solana 04:03: Caliber Money: Non-custodial neobrokerage unifying crypto and banking 09:02: Showdown.win: Skill-based gaming and wagering app on Solana 13:35: Canary Protocol: Oracle and bridge infrastructure for real-world assets and stablecoins 18:16: Tradevu: Onchain trade finance and payments for emerging-market SMEs Keen to learn more about what they are building? DM the teams directly

12 weeks, 5 teams, Demo Day complete Wintermute Construct's first cohort just presented what they've built From 300+ applications, these teams were chosen for their ambition and conviction Watch their pitches: 00:13: RPS AI: Onchain asset management and liquidity engine for Solana 04:03: Caliber Money: Non-custodial neobrokerage unifying crypto and banking 09:02: Showdown.win: Skill-based gaming and wagering app on Solana 13:35: Canary Protocol: Oracle and bridge infrastructure for real-world assets and stablecoins 18:16: Tradevu: Onchain trade finance and payments for emerging-market SMEs Keen to learn more about what they are building? DM the teams directly

Wintermute

38,184 views • 10 months ago

been diving deep into Solstice lately...and honestly, this feels like the next stage of defi evolution on solana !! i actually spent 6+ hours researching and breaking it all down in a full detailed video > from how usx works to the ai-powered yieldvault, staking architecture, and why solstice might change the solana defi landscape. here’s what makes it stand out 👇 ================================ The Core Idea: solstice is building a self sustaining defi economy on solana, blending tradfi reliability with defi creativity. the focus? real yield, transparent onchain activity, and long term wealth creation, not hype cycles. ================================ 3 Pillars driving it all: 1. usx > solana native stablecoin fully collateralized, programmable, and scalable. more than a stablecoin, it fuels the entire solstice ecosystem. think of it as the liquidity backbone for all yield and staking strategies. 2. yieldvault > automated compounding engine ai-powered, delta-neutral strategies that generate yield in any market. capital protected, transparent, and designed for passive income. no inflated apy gimmicks. just sustainable, on-chain compounding. 3. solstice staking > institutional grade non-custodial validator network, 100% renewable energy, 99.99% uptime. over $1b in staked assets already powering solana. built for both individual stakers and large protocols. ================================ Why it matters: while most defi projects chase trends, solstice is building infrastructure that scales - for users, investors, and institutions. it’s aiming to onboard the next billion into defi by keeping things fast, clean, and reliable. ================================ How your capital grows here: • mint or hold $USX - always fully backed • deposit into yieldvault - earn stable returns through delta-neutral ai strategies • stake in the validator network - earn yield while securing solana • reinvest and compound - every token works, every second counts ================================ Key advantages: ✅ built on solana - instant txs + ultra-low fees ✅ yield from real onchain activity, not emissions ✅ cross-integrated products that reinforce each other ✅ powered by renewable energy ✅ transparent analytics + verifiable smart contracts ================================ this isn’t “degen defi” it’s infrastructure for the next wave of sustainable onchain finance. if you’re into yield, stability, and scalable defi... keep an eye on Solstice. the future of defi might just start here with xeet .

been diving deep into Solstice lately...and honestly, this feels like the next stage of defi evolution on solana !! i actually spent 6+ hours researching and breaking it all down in a full detailed video > from how usx works to the ai-powered yieldvault, staking architecture, and why solstice might change the solana defi landscape. here’s what makes it stand out 👇 ================================ The Core Idea: solstice is building a self sustaining defi economy on solana, blending tradfi reliability with defi creativity. the focus? real yield, transparent onchain activity, and long term wealth creation, not hype cycles. ================================ 3 Pillars driving it all: 1. usx > solana native stablecoin fully collateralized, programmable, and scalable. more than a stablecoin, it fuels the entire solstice ecosystem. think of it as the liquidity backbone for all yield and staking strategies. 2. yieldvault > automated compounding engine ai-powered, delta-neutral strategies that generate yield in any market. capital protected, transparent, and designed for passive income. no inflated apy gimmicks. just sustainable, on-chain compounding. 3. solstice staking > institutional grade non-custodial validator network, 100% renewable energy, 99.99% uptime. over $1b in staked assets already powering solana. built for both individual stakers and large protocols. ================================ Why it matters: while most defi projects chase trends, solstice is building infrastructure that scales - for users, investors, and institutions. it’s aiming to onboard the next billion into defi by keeping things fast, clean, and reliable. ================================ How your capital grows here: • mint or hold $USX - always fully backed • deposit into yieldvault - earn stable returns through delta-neutral ai strategies • stake in the validator network - earn yield while securing solana • reinvest and compound - every token works, every second counts ================================ Key advantages: ✅ built on solana - instant txs + ultra-low fees ✅ yield from real onchain activity, not emissions ✅ cross-integrated products that reinforce each other ✅ powered by renewable energy ✅ transparent analytics + verifiable smart contracts ================================ this isn’t “degen defi” it’s infrastructure for the next wave of sustainable onchain finance. if you’re into yield, stability, and scalable defi... keep an eye on Solstice. the future of defi might just start here with xeet .

ANNABEL❤️

14,216 views • 10 months ago

Cool recap video of my experience with the Solana Poker Showdown WSOP - World Series of Poker ! What an incredible event pulled off by Solana with WSOP - World Series of Poker with very little time to prepare. 50,000 livestream viewers online joined us to see these #crypto influencers last much longer than anyone could have expected. So proud now to be a part of this team Solana : @vib Niran Babalola Lauren Croke You created something TRULY special and rare here, doing the job of 30 people somehow pulling it all off beautifully. SO INCREDIBLY IMPRESSIVE team SOLANA and WSOP - World Series of Poker !! FEATURING 9 crypto influencers that became friends and proved to be real players: Wendy O Ashley D ⓣ ۟ Banks Ansem 🐂🀄️, King Solomon (Ryan Solomon), bangerz لااله الا الله and Gabriel M Haines. Congratulations to our winner who will be joining us at the WSOP Bahamas: - Proud of you all, no one ever thought you would EACH last so long, none of you busted early, lasted until the last possible moment. You made it that much more enjoyable for me. THANK YOU. Heartfelt appreciation to everyone involved including our WSOP - World Series of Poker and GGPoker family for all your support, @omahaproductions PokerGO and then the PokerNews team so generously offered to come in and make the most of it for us. Wsop / GG including: Wayne "D22-soso" Chiang Kazma WSOP - World Series of Poker_greg @eidissene Jeff Platt Ty Stewart Jack Effel Paul Wanessa Kamila Omaha Productions - Dan - Justin Thank you all and everyone on the team that supported the mission. What a bonus to have the always engaging and exciting: Jeff Platt @instastapes David Williams In the booth and on the floor making it epic for viewers ! For the training and coaching and promo sessions: RG Studios RadiantGardenStudios.co red gaskell -Green Gaskell - Ryan Contreras @ryancontreras18 It takes a village, thank you to all the others that contributed you are appreciated ! London ( Solana Breakpoint) is next in November then Bahamas (WSOP Baha Mar) in December. Stay tuned. #poker #crypto

Cool recap video of my experience with the Solana Poker Showdown WSOP - World Series of Poker ! What an incredible event pulled off by Solana with WSOP - World Series of Poker with very little time to prepare. 50,000 livestream viewers online joined us to see these #crypto influencers last much longer than anyone could have expected. So proud now to be a part of this team Solana : @vib Niran Babalola Lauren Croke You created something TRULY special and rare here, doing the job of 30 people somehow pulling it all off beautifully. SO INCREDIBLY IMPRESSIVE team SOLANA and WSOP - World Series of Poker !! FEATURING 9 crypto influencers that became friends and proved to be real players: Wendy O Ashley D ⓣ ۟ Banks Ansem 🐂🀄️, King Solomon (Ryan Solomon), bangerz لااله الا الله and Gabriel M Haines. Congratulations to our winner who will be joining us at the WSOP Bahamas: - Proud of you all, no one ever thought you would EACH last so long, none of you busted early, lasted until the last possible moment. You made it that much more enjoyable for me. THANK YOU. Heartfelt appreciation to everyone involved including our WSOP - World Series of Poker and GGPoker family for all your support, @omahaproductions PokerGO and then the PokerNews team so generously offered to come in and make the most of it for us. Wsop / GG including: Wayne "D22-soso" Chiang Kazma WSOP - World Series of Poker_greg @eidissene Jeff Platt Ty Stewart Jack Effel Paul Wanessa Kamila Omaha Productions - Dan - Justin Thank you all and everyone on the team that supported the mission. What a bonus to have the always engaging and exciting: Jeff Platt @instastapes David Williams In the booth and on the floor making it epic for viewers ! For the training and coaching and promo sessions: RG Studios RadiantGardenStudios.co red gaskell -Green Gaskell - Ryan Contreras @ryancontreras18 It takes a village, thank you to all the others that contributed you are appreciated ! London ( Solana Breakpoint) is next in November then Bahamas (WSOP Baha Mar) in December. Stay tuned. #poker #crypto

Jamie Gold

19,859 views • 18 days ago

The Solana TCG scene is getting crowded, so I dug through it and made a curated map. 🎴 Bookmark this if you’re into packs, cards and onchain collectibles. Core Solana first 👇 • Collector Crypt One of the main infrastructure layers for tokenized TCG on Solana. Vaulted graded cards, digital packs, instant sellback, physical redemption and onchain ownership. • Gacha A dedicated pack-ripping platform for graded cards. Digital packs, real collectibles and global redemption, with a clean consumer experience. • gachasports Sports cards meet pack ripping. Powered by Collector Crypt, but focused on real sports collectibles instead of the usual Pokémon/One Piece angle. • phygitals Physical collectibles connected to digital ownership. Cards and other real assets become easier to trade, track and move through crypto rails. • Artifacte A broader collectibles and RWA project. Cards are part of the picture, but the angle extends into luxury collectibles and gacha-style mechanics powered by Collector Crypt. • BONKUJI An onchain oripa-style project for Pokémon/One Piece grails. The distinctive part is the connection to the wider BONK brand and culture, which makes it feel very native to Solana. • Token Rips Not really TCG, but worth including for the pack mechanic. Instead of opening packs for cards, users open packs for Solana tokens. Same “rip and reveal” behavior, different prize layer. • PokeRescue A Pokémon-focused collector tool around graded cards and NFTs. More about discovery, alerts and finding opportunities than classic pack ripping. • CollectorRoll 1v1 Pokémon pack battles on Solana. Two players open packs against each other, and the best pull wins the pot. • Slabz A Solana collectibles arcade. Games, packs and real cards, with more going on after the initial rip. • dm.fun A broader Solana consumer app with pack ripping inside. Chat, trade, meme, predict and open Pokémon packs in the same app. • Rosentica: One Arena A gameplay layer for TCG collectors. Online battles with real-world TCG cards, built with MagicBlock and powered by Collector Crypt. • TheCollectorGroup Live pack ripping with a Solana-native feel. Buy, queue, watch the rip on stream, then view or redeem cards through the site. • Pull.Fun Graded slabs with verifiable odds. Inventory-backed pulls, instant settlement and trade/redeem mechanics. • RipRip.io A straightforward digital-to-physical pack model on Solana. Open packs online, then ship or redeem the real cards. • Solflare - The Solana Wallet - Not a TCG project but Solflare Packs matters because it brings pack opening directly inside a crypto wallet (powered by Collector Crypt) Multi-chain and Solana-supported 👇 • Packy.GG A multi-chain pack platform for Pokémon/One Piece collectibles. Packs, races, battles, raffles, buybacks, withdrawals and SOL support. • Beezie A tokenized collectibles marketplace expanding into Solana. The arcade angle stands out: claw machines, transparent odds, authenticated collectibles and redemption. • DYLI A broader collectibles platform. Collect digitally, own physically, ship globally. More marketplace/infrastructure than pure TCG app. • Shiny A broader collectibles and entertainment platform. Less focused on one mechanic, more on the collector experience around cards and related assets. • Monster A trading card collecting platform with an active pack-opening experience. Focused on making trading cards easier and more fun to collect online. • Grailed Digital packs and pack battles around collectible cards. The focus is on opening packs, competing with others and shipping the real cards. • Verity A premium collectibles platform with provable ownership. Still early, but already experimenting with gacha-style drops and physical collectible ownership. Which one have you tried? And which one caught your attention the most and why?

Sailor

21,893 views • 2 months ago

🌐 Inside the Future of Global Finance Tokenization, settlement, ISO 20022 messaging, digital policy and the shift toward real institutional adoption. The transformation is happening faster than most people realize. We sat down with: • Andre Casterman — former Head of Corporate and Trade Markets at SWIFT and a leading figure in trade finance tokenization through ITFA and the XDC Network. • Arushi Goel — former Chainalysis policy lead and former digital currency lead at the World Economic Forum Together they break down: • How blockchain evolved from early experiments to today’s institutional era • Why stablecoins became the first real scaled tokenized asset • What ISO 20022 actually means for interoperability and financial messaging • How regulators in the US, EU, UAE and Asia are shaping digital asset policy • Public vs private infrastructure and where global institutions are really building • How AI, digital identity and DLT are converging • What tokenization could look like by 2030 as finance quietly goes on-chain If you want to understand where global markets and digital infrastructure are heading, this conversation is essential. Podcast powered by XDC Foundation

🌐 Inside the Future of Global Finance Tokenization, settlement, ISO 20022 messaging, digital policy and the shift toward real institutional adoption. The transformation is happening faster than most people realize. We sat down with: • Andre Casterman — former Head of Corporate and Trade Markets at SWIFT and a leading figure in trade finance tokenization through ITFA and the XDC Network. • Arushi Goel — former Chainalysis policy lead and former digital currency lead at the World Economic Forum Together they break down: • How blockchain evolved from early experiments to today’s institutional era • Why stablecoins became the first real scaled tokenized asset • What ISO 20022 actually means for interoperability and financial messaging • How regulators in the US, EU, UAE and Asia are shaping digital asset policy • Public vs private infrastructure and where global institutions are really building • How AI, digital identity and DLT are converging • What tokenization could look like by 2030 as finance quietly goes on-chain If you want to understand where global markets and digital infrastructure are heading, this conversation is essential. Podcast powered by XDC Foundation

Generation Infinity

161,251 views • 9 months ago

WARNING: THIS IS NOT A TEST 🚨 Global telecom goes live on Hedera. Ripple gains access to $8T+ market. Solana crosses $1B RWA TVL. DTCC hints at future L1 & L2 integrations. New XRP super platforms emerge. Telcoin advances regulated banking. Grayscale says the cycle has changed (Link & Solana). Today was one of those days that reminds you we still have no real grasp of how big this industry is going to become: • One of the world's largest global telecom's announces they are 100% live on Hedera ~1,300 suppliers (Tata Communications) • Ripple expands into $8T+ trading engine, institutional markets via LMAX partnership (RLUSD) (core collateral asset) • XRP Ledger new native lending + wallet infrastructure via EasyA Labs Dom Kwok | EasyA Phil Kwok | EasyA • XRPL super app being built by Anodos 🔼 • Solana crosses $1B+ in real-world assets (RWA) total value locked (TVL) and integrates Starknet via NEAR Protocol • Depository Trust & Clearing Corporation shines a light on L1 & L2 integrations “DTCC will offer its tokenization service across multiple Layer 1 and Layer 2 networks to enable a more interconnected, scalable, and efficient digital environment.” • Grayscale believes four-year cycle is broken, widely-adopted networks like Chainlink and Solana institutional appetite growing similar to Bitcoin and Ethereum • Telcoin continues telecom, stablecoin + regulated U.S. banking adoption $HBAR $XRP $LINK $SOL $BTC $ETH $TEL $LINK $RLUSD $ESDR $EUSD

WARNING: THIS IS NOT A TEST 🚨 Global telecom goes live on Hedera. Ripple gains access to $8T+ market. Solana crosses $1B RWA TVL. DTCC hints at future L1 & L2 integrations. New XRP super platforms emerge. Telcoin advances regulated banking. Grayscale says the cycle has changed (Link & Solana). Today was one of those days that reminds you we still have no real grasp of how big this industry is going to become: • One of the world's largest global telecom's announces they are 100% live on Hedera ~1,300 suppliers (Tata Communications) • Ripple expands into $8T+ trading engine, institutional markets via LMAX partnership (RLUSD) (core collateral asset) • XRP Ledger new native lending + wallet infrastructure via EasyA Labs Dom Kwok | EasyA Phil Kwok | EasyA • XRPL super app being built by Anodos 🔼 • Solana crosses $1B+ in real-world assets (RWA) total value locked (TVL) and integrates Starknet via NEAR Protocol • Depository Trust & Clearing Corporation shines a light on L1 & L2 integrations “DTCC will offer its tokenization service across multiple Layer 1 and Layer 2 networks to enable a more interconnected, scalable, and efficient digital environment.” • Grayscale believes four-year cycle is broken, widely-adopted networks like Chainlink and Solana institutional appetite growing similar to Bitcoin and Ethereum • Telcoin continues telecom, stablecoin + regulated U.S. banking adoption $HBAR $XRP $LINK $SOL $BTC $ETH $TEL $LINK $RLUSD $ESDR $EUSD

King Solomon (Ryan Solomon)

61,927 views • 7 months ago

14,000 square feet. Hundreds of founders from around the world. 24/7. 31 days straight. Demo Day. 5 years in, and a momentous 10th iteration of the most action-packed startup experience you've ever seen. We're honored to introduce you to mtndao X. ---- mtndao 🗻 - the world-class startup summit with Solana roots that today gathers top founders from frontier industries around the world - is back for its 10th iteration. We're calling it mtndao X. It runs from August 1-31, 2026 in our home: Salt Lake City, Utah, USA. Like always, mtndao is invite-only. This February's mtndao was the most exciting mtndao we've seen yet. We debuted mtndao Demo Day, and our second-ever Demo Day will be happening again this August. A generational experience 5 years ago, mtndao was born from the small but exploding Solana ecosystem. Solana and mtndao are small no more, and mtndao has since birthed more global hackathon winners and world-class teams than any other event in the community. As Solana expands to be internet rails for a new generation of software companies - it's been incredibly exciting to see more talent come through mtndao. Frontier industry talent from AI, deep, and robotics now visits the MTN. Y Combinator and Founders Inc companies show up at the MTN. We expect this to grow, and welcome any entrepreneur who is building something world-changing to apply. Best-in-class infrastructure: you'll work here We’re proud of the infrastructure we provide and run a strict culture that is intensely work-forward. Expect: • A spacious, beautiful, 24/7 workspace • 120 Autonomous desks, Secretlab, and 4k 32” monitors at every desk. • 20GB entreprise-grade wifi with 7 independent electricity circuits to handle upwards of 400 devices simultaneously. • Catered lunch, snacks, and caffeine so that you never stop. Bring your gear We’re excited to welcome builders from all over to the greatest mountains in the world. Reminder: you must apply and be accepted to mtndao X to be allowed entry. Link below. See you on the MTN, and thank you for being with us 5 years running.

14,000 square feet. Hundreds of founders from around the world. 24/7. 31 days straight. Demo Day. 5 years in, and a momentous 10th iteration of the most action-packed startup experience you've ever seen. We're honored to introduce you to mtndao X. ---- mtndao 🗻 - the world-class startup summit with Solana roots that today gathers top founders from frontier industries around the world - is back for its 10th iteration. We're calling it mtndao X. It runs from August 1-31, 2026 in our home: Salt Lake City, Utah, USA. Like always, mtndao is invite-only. This February's mtndao was the most exciting mtndao we've seen yet. We debuted mtndao Demo Day, and our second-ever Demo Day will be happening again this August. A generational experience 5 years ago, mtndao was born from the small but exploding Solana ecosystem. Solana and mtndao are small no more, and mtndao has since birthed more global hackathon winners and world-class teams than any other event in the community. As Solana expands to be internet rails for a new generation of software companies - it's been incredibly exciting to see more talent come through mtndao. Frontier industry talent from AI, deep, and robotics now visits the MTN. Y Combinator and Founders Inc companies show up at the MTN. We expect this to grow, and welcome any entrepreneur who is building something world-changing to apply. Best-in-class infrastructure: you'll work here We’re proud of the infrastructure we provide and run a strict culture that is intensely work-forward. Expect: • A spacious, beautiful, 24/7 workspace • 120 Autonomous desks, Secretlab, and 4k 32” monitors at every desk. • 20GB entreprise-grade wifi with 7 independent electricity circuits to handle upwards of 400 devices simultaneously. • Catered lunch, snacks, and caffeine so that you never stop. Bring your gear We’re excited to welcome builders from all over to the greatest mountains in the world. Reminder: you must apply and be accepted to mtndao X to be allowed entry. Link below. See you on the MTN, and thank you for being with us 5 years running.

mtndao 🗻

64,367 views • 2 months ago

Huma Turns 4 today. Huma was founded on April 20, 2022 with a clear mission — to accelerate the movement of money for a world that is always on. This is the story behind that mission. The inspiration came from our founders’ experience building EarnIn, a leading payment financing app. EarnIn helped tens of millions of Americans access their wages in real time instead of waiting for weeks, avoiding end of month cash flow challenges that often led to debt spirals. It wasn't easy. Even after scaling EarnIn to more than $10B in cashouts with less than 1% loss rates, it was difficult to find lenders willing to finance payment gaps for a few days. Retrofitting AI-driven real-time solutions on top of existing banking infrastructure revealed a stark truth. The future of finance could not be built on legacy rails. So, they left EarnIn to build a new payment financing layer at global scale. The first prototype won the DeFi track at EthDenver. Shortly after, Huma was founded. Huma 1.0 launched in 2023 with a handful of LPs and early partners believing in our mission, building alongside us. Each partner validated a different real world use case: - Arf focused on cross-border payments - Rain focused on card settlement - Jia focused on trade finance In early 2024, Huma crossed $1B in transaction volume. It became clear that Arf's regulated infrastructure is critical to onboard larger global payment companies. The two teams merged, combining onchain infrastructure with regulated financial rails. Since then, the network has grown 10x. Solana Foundation was first to recognize PayFi’s potential and offered a partnership to build the category. Huma went all in, rebuilding its stack on Solana, believing global liquidity solutions belong to the fastest growing ecosystem with the highest TPS. Huma 2.0 and PST (PayFi Strategy Token) launched in April 2025, followed by the HUMA token in May with full ecosystem alignment. Partnerships with Jupiter and Kamino helped scale PST, letting everyone on Solana access yield from real world payment flows. Our leadership in the ecosystem was recognized by an invitation to the Genius Act signing ceremony at the White House. Huma now leads the PayFi category with measurable scale: - $12B total transaction volume - $160M active liquidity - 100K+ depositors - PST has become a core onchain yield primitive All of this is to say, thank you. To the teams at Huma and Arf, our investors, and every partner who backed PayFi before it had a name, thank you. To our community, none of this happens without you. As the first PayFi network, we have come a long way in advancing our mission to accelerate the movement of money for a world that is always on. There is still much more to build.

Huma Turns 4 today. Huma was founded on April 20, 2022 with a clear mission — to accelerate the movement of money for a world that is always on. This is the story behind that mission. The inspiration came from our founders’ experience building EarnIn, a leading payment financing app. EarnIn helped tens of millions of Americans access their wages in real time instead of waiting for weeks, avoiding end of month cash flow challenges that often led to debt spirals. It wasn't easy. Even after scaling EarnIn to more than $10B in cashouts with less than 1% loss rates, it was difficult to find lenders willing to finance payment gaps for a few days. Retrofitting AI-driven real-time solutions on top of existing banking infrastructure revealed a stark truth. The future of finance could not be built on legacy rails. So, they left EarnIn to build a new payment financing layer at global scale. The first prototype won the DeFi track at EthDenver. Shortly after, Huma was founded. Huma 1.0 launched in 2023 with a handful of LPs and early partners believing in our mission, building alongside us. Each partner validated a different real world use case: - Arf focused on cross-border payments - Rain focused on card settlement - Jia focused on trade finance In early 2024, Huma crossed $1B in transaction volume. It became clear that Arf's regulated infrastructure is critical to onboard larger global payment companies. The two teams merged, combining onchain infrastructure with regulated financial rails. Since then, the network has grown 10x. Solana Foundation was first to recognize PayFi’s potential and offered a partnership to build the category. Huma went all in, rebuilding its stack on Solana, believing global liquidity solutions belong to the fastest growing ecosystem with the highest TPS. Huma 2.0 and PST (PayFi Strategy Token) launched in April 2025, followed by the HUMA token in May with full ecosystem alignment. Partnerships with Jupiter and Kamino helped scale PST, letting everyone on Solana access yield from real world payment flows. Our leadership in the ecosystem was recognized by an invitation to the Genius Act signing ceremony at the White House. Huma now leads the PayFi category with measurable scale: - $12B total transaction volume - $160M active liquidity - 100K+ depositors - PST has become a core onchain yield primitive All of this is to say, thank you. To the teams at Huma and Arf, our investors, and every partner who backed PayFi before it had a name, thank you. To our community, none of this happens without you. As the first PayFi network, we have come a long way in advancing our mission to accelerate the movement of money for a world that is always on. There is still much more to build.

Huma

73,674 views • 4 months ago

We Were Right About This Space $12.7 trillion is now moving toward tokenized money markets. JPMorgan Chase Wealth Management just released a document describing the tokenization of money market funds as a fundamental upgrade to the plumbing of global finance, not a simple technology enhancement. The global money market fund industry is ~$12.7T, with ~$8.1T in the U.S. alone. Their position is explicit: Tokenized money market funds extend the evolution from stablecoins and deposit tokens while enabling: • faster settlement • greater predictability • improved collateral efficiency • more transparent redemptions that may enhance financial stability This document is written for institutional, wholesale, and professional clients and references live infrastructure, not theory. Networks and systems mentioned or contextualized: • Hedera as a public permissioned DLT with built-in regulatory controls • Solana and Avalanche as scalable, widely adopted public blockchains • Bitcoin and Ethereum as foundational blockchain systems • Canton Network through JP Morgan–related settlement and market infrastructure activity Additional real-world deployments highlighted: • JP Morgan arranged a U.S. commercial paper issuance on Solana for Galaxy, purchased by Coinbase and Franklin Templeton Interesting connections uncovered: • Visa launched USDC settlement for U.S. banks on Solana, with Cross River Bank helping scale the program to billions in annualized volume • As early as 2016, Cross River Bank was among the first U.S. banks to adopt Ripple (the “IOU network”) for real-time, low-cost cross-border payments, long before today’s tokenization narratives By the numbers: JP Morgan’s global liquidity business manages ~$1.4T, including ~$1.1T in money market funds, and is actively developing tokenized versions to optimize liquidity. For context, total on-chain tokenized real-world assets today are still only ~$50B. JP Morgan alone is discussing tokenization at a multi-trillion-dollar scale. This isn’t speculation. Regulated financial institutions are preparing for tokenized markets to operate inside the existing system, not outside of it. Networks mentioned: SOL I HBAR I XRP I CC I LINK I ETH I AVAX I BTC Watch what they do, not what they say.

We Were Right About This Space $12.7 trillion is now moving toward tokenized money markets. JPMorgan Chase Wealth Management just released a document describing the tokenization of money market funds as a fundamental upgrade to the plumbing of global finance, not a simple technology enhancement. The global money market fund industry is ~$12.7T, with ~$8.1T in the U.S. alone. Their position is explicit: Tokenized money market funds extend the evolution from stablecoins and deposit tokens while enabling: • faster settlement • greater predictability • improved collateral efficiency • more transparent redemptions that may enhance financial stability This document is written for institutional, wholesale, and professional clients and references live infrastructure, not theory. Networks and systems mentioned or contextualized: • Hedera as a public permissioned DLT with built-in regulatory controls • Solana and Avalanche as scalable, widely adopted public blockchains • Bitcoin and Ethereum as foundational blockchain systems • Canton Network through JP Morgan–related settlement and market infrastructure activity Additional real-world deployments highlighted: • JP Morgan arranged a U.S. commercial paper issuance on Solana for Galaxy, purchased by Coinbase and Franklin Templeton Interesting connections uncovered: • Visa launched USDC settlement for U.S. banks on Solana, with Cross River Bank helping scale the program to billions in annualized volume • As early as 2016, Cross River Bank was among the first U.S. banks to adopt Ripple (the “IOU network”) for real-time, low-cost cross-border payments, long before today’s tokenization narratives By the numbers: JP Morgan’s global liquidity business manages ~$1.4T, including ~$1.1T in money market funds, and is actively developing tokenized versions to optimize liquidity. For context, total on-chain tokenized real-world assets today are still only ~$50B. JP Morgan alone is discussing tokenization at a multi-trillion-dollar scale. This isn’t speculation. Regulated financial institutions are preparing for tokenized markets to operate inside the existing system, not outside of it. Networks mentioned: SOL I HBAR I XRP I CC I LINK I ETH I AVAX I BTC Watch what they do, not what they say.

Ryan (King) Solomon

17,986 views • 8 months ago

E119: - How Solana Mobile plans to disrupt Apple and Google! Anatoly didn’t just want a faster blockchain. He wanted to rethink how users interact with the crypto stack - and realized that most of that friction lives at the device level - this is how the Solana Mobile phone was born. We talk about: - How Anatoly went from the Soviet Union to Silicon Valley - How the Seeker | Solana Mobile Seeker hopes to change the problems Crypto users face - How will this disrupt Apple & Google's duopoly - The Vitalik Buterin tweet that saved Solana - The inflection point with the Mad Lads launch and the Helium migration - How to deal with FUD - Fartcoin strategic reserve - Balancing work, family, and passion projects And much more... Timestamps: 0:00 Intro 2:06 Partnerships: Jupiter, KAST, Bitwise, SUI, Mantle 2:55 Talking to Startup Founders 4:37 Coming Up of Big Ideas 6:16 Thinking Clearer Without Caffeine 7:10 Childhood Trauma to Success 8:22 Comfortable Being Different 9:40 Self Custody with Trezor 10:33 Moving to America Changed Everything 11:05 First Eureka Moment in Coding 13:47 What Happened to Voiceover IP 15:42 Thinking Small vs. Thinking Big 16:57 Why Loving Your Work Matters 20:00 Having Fun as an Employee 21:08 Focus on Progress, Not Perfection 23:13 Crypto World Fascination 25:32 Jumping Into Crypto's Gold Rush 31:42 Choosing Family, Job, and Side Hustle 32:38 The Power of Silicon Valley's Network 36:07 What is Solana 36:43 Understanding Proof of History 39:14 The Challenge of New Ideas 42:57 Ethereum's Limitations 44:26 Building Beyond Token Price 50:06 Surviving the FTX Collapse 52:31 Dealing with FUD 53:28 Vitalik’s Support for Solana 54:46 Ethereum’s Challenges and Response 57:04 Near Death to Blockchain Success 1:00:33 Mad Lads 1:02:16 Why Every Founder Should Be a CSO 1:04:20 What Should a Founder NOT Do 1:05:35 Finding a Co-Founder 1:07:19 Rise of Meme Coins on Solana 1:10:16 Fartcoin💨 1:11:11 Launching Seeker | Solana Mobile 1:13:51 Why Buy Solana Seeker Mobile Phone 1:17:06 What is Seed Vault? 1:18:29 Role of Solflare - The Solana Wallet 1:18:49 End Goal for Solana Mobile 1:20:02 What is Acceleration? 1:21:33 Top Solana Projects to Watch: Helium🎈 XNET ⓧ Hivemapper 1:25:56 Meme Coins Fueling the Infrastructure 1:27:23 Solana’s Biggest Achievement 1:27:56 Solana’s Biggest Problem 1:30:37 Has Solana "Made It"? 1:31:00 Success and Happiness 1:33:26 Non-Consensus Ideas 1:36:51 Concluding Remarks

E119: - How Solana Mobile plans to disrupt Apple and Google! Anatoly didn’t just want a faster blockchain. He wanted to rethink how users interact with the crypto stack - and realized that most of that friction lives at the device level - this is how the Solana Mobile phone was born. We talk about: - How Anatoly went from the Soviet Union to Silicon Valley - How the Seeker | Solana Mobile Seeker hopes to change the problems Crypto users face - How will this disrupt Apple & Google's duopoly - The Vitalik Buterin tweet that saved Solana - The inflection point with the Mad Lads launch and the Helium migration - How to deal with FUD - Fartcoin strategic reserve - Balancing work, family, and passion projects And much more... Timestamps: 0:00 Intro 2:06 Partnerships: Jupiter, KAST, Bitwise, SUI, Mantle 2:55 Talking to Startup Founders 4:37 Coming Up of Big Ideas 6:16 Thinking Clearer Without Caffeine 7:10 Childhood Trauma to Success 8:22 Comfortable Being Different 9:40 Self Custody with Trezor 10:33 Moving to America Changed Everything 11:05 First Eureka Moment in Coding 13:47 What Happened to Voiceover IP 15:42 Thinking Small vs. Thinking Big 16:57 Why Loving Your Work Matters 20:00 Having Fun as an Employee 21:08 Focus on Progress, Not Perfection 23:13 Crypto World Fascination 25:32 Jumping Into Crypto's Gold Rush 31:42 Choosing Family, Job, and Side Hustle 32:38 The Power of Silicon Valley's Network 36:07 What is Solana 36:43 Understanding Proof of History 39:14 The Challenge of New Ideas 42:57 Ethereum's Limitations 44:26 Building Beyond Token Price 50:06 Surviving the FTX Collapse 52:31 Dealing with FUD 53:28 Vitalik’s Support for Solana 54:46 Ethereum’s Challenges and Response 57:04 Near Death to Blockchain Success 1:00:33 Mad Lads 1:02:16 Why Every Founder Should Be a CSO 1:04:20 What Should a Founder NOT Do 1:05:35 Finding a Co-Founder 1:07:19 Rise of Meme Coins on Solana 1:10:16 Fartcoin💨 1:11:11 Launching Seeker | Solana Mobile 1:13:51 Why Buy Solana Seeker Mobile Phone 1:17:06 What is Seed Vault? 1:18:29 Role of Solflare - The Solana Wallet 1:18:49 End Goal for Solana Mobile 1:20:02 What is Acceleration? 1:21:33 Top Solana Projects to Watch: Helium🎈 XNET ⓧ Hivemapper 1:25:56 Meme Coins Fueling the Infrastructure 1:27:23 Solana’s Biggest Achievement 1:27:56 Solana’s Biggest Problem 1:30:37 Has Solana "Made It"? 1:31:00 Success and Happiness 1:33:26 Non-Consensus Ideas 1:36:51 Concluding Remarks

MR SHIFT 🦁

165,411 views • 1 year ago

Grateful to win the xavier stocks Hackathon by Kraken with divergence 🌌 @0xscanty We built xPrime, a prime brokerage for onchain equities. Here's some learnings about the potential and mechanics of tokenized equities: 1. Equities are the biggest pool of idle capital in the world. ~$100T in equities, ~$40T in retail brokers sits in spot. In an AI world where value is accruing to equity vs labor, most are structurally underexposed. Services like stock loans & structured products that let users do more with their assets are inaccessible & costly. 2. Tokenized equities enable financial offerings (earn, borrow, trade, spend) on parity to traditional finance, but accessible globally to anyone with internet. 3. Programmability and composability create net new financial surface area. Traditional brokerages are walled gardens. DeFi strategies between markets for spot structured vaults lending perpetuals options neobanks for RWAs is the new frontier. 4. There's no free lunch. Onchain financial system for equities is not without intermediaries & counterparties. Risk is being shifted to asset issuers, tokenization platforms, KYC'd mint/redeemers, permissioned RFQs... 5. DeFi infrastructure needs to adapt. There's no (and likely not going to be) deep 24/7 onchain liquidity for tokenized assets. Swaps are currently done via KYC'd non-atomic mint/redeem, or atomic RFQ like Cowswap with variable spreads especially after hours. This creates problems liquidating loans & rebalancing vaults. Solving this with T+1 & clearing houses will enable literally trillions of collateral to come onchain unconstrained by DEX liquidity. More collateral -> more demand to borrow -> more yield for lenders -> onchain economic expansion! Thank you to the hackathon hosts, fellow participants, and sponsors for the great experience. We'll be building more!

Grateful to win the xavier stocks Hackathon by Kraken with divergence 🌌 @0xscanty We built xPrime, a prime brokerage for onchain equities. Here's some learnings about the potential and mechanics of tokenized equities: 1. Equities are the biggest pool of idle capital in the world. ~$100T in equities, ~$40T in retail brokers sits in spot. In an AI world where value is accruing to equity vs labor, most are structurally underexposed. Services like stock loans & structured products that let users do more with their assets are inaccessible & costly. 2. Tokenized equities enable financial offerings (earn, borrow, trade, spend) on parity to traditional finance, but accessible globally to anyone with internet. 3. Programmability and composability create net new financial surface area. Traditional brokerages are walled gardens. DeFi strategies between markets for spot structured vaults lending perpetuals options neobanks for RWAs is the new frontier. 4. There's no free lunch. Onchain financial system for equities is not without intermediaries & counterparties. Risk is being shifted to asset issuers, tokenization platforms, KYC'd mint/redeemers, permissioned RFQs... 5. DeFi infrastructure needs to adapt. There's no (and likely not going to be) deep 24/7 onchain liquidity for tokenized assets. Swaps are currently done via KYC'd non-atomic mint/redeem, or atomic RFQ like Cowswap with variable spreads especially after hours. This creates problems liquidating loans & rebalancing vaults. Solving this with T+1 & clearing houses will enable literally trillions of collateral to come onchain unconstrained by DEX liquidity. More collateral -> more demand to borrow -> more yield for lenders -> onchain economic expansion! Thank you to the hackathon hosts, fellow participants, and sponsors for the great experience. We'll be building more!

ethan

50,475 views • 5 months ago

We are excited to announce a powerful step for the future of FOMO! Taking a page out of Virtuals book on BASE, FOMO will be releasing the ability for future projects to be paired in $FOMO in the coming weeks. This is the biggest release we have ever announced. Launch your AI Agent Token + $FOMO trading pair Every individual agent token is paired with the $FOMO token in its liquidity pool. When launching an agent on you will need $FOMO tokens, which are used to create the liquidity pool. This process creates deflationary pressure for FOMO and the entire agent ecosystem. When creating your agent and token, you will have the option to pair your launch with FOMO or SOL, as our goal is not to alienate any project, but rather invite the best communities, CTO’s and builders to launch with us. If you decide to pair your project with FOMO you in turn get full marketing and dev support, once your project graduates the bonding curve and reaches Raydium. Further, as an added incentive, as our revenue grows we will be using part of the funds to support projects that have paired in FOMO. And Devs who launch tokens paired in FOMO will earn fees from their AI Agent token launch. Building the most robust agents using our framework will catapult us as one of the most prominent standards of the Solana ecosystem. Not only have we developed our own core infrastructure, but we also pull from some of the best repo’s and developer talent in all of AI, not just blockchain. Our team is comprised of 9 world class artificial intelligence engineers, PHDs in mathematics and engineering from the top companies on the cutting edge of AI. The future of AI Agents will be on Solana and we will help lead the way.

We are excited to announce a powerful step for the future of FOMO! Taking a page out of Virtuals book on BASE, FOMO will be releasing the ability for future projects to be paired in $FOMO in the coming weeks. This is the biggest release we have ever announced. Launch your AI Agent Token + $FOMO trading pair Every individual agent token is paired with the $FOMO token in its liquidity pool. When launching an agent on you will need $FOMO tokens, which are used to create the liquidity pool. This process creates deflationary pressure for FOMO and the entire agent ecosystem. When creating your agent and token, you will have the option to pair your launch with FOMO or SOL, as our goal is not to alienate any project, but rather invite the best communities, CTO’s and builders to launch with us. If you decide to pair your project with FOMO you in turn get full marketing and dev support, once your project graduates the bonding curve and reaches Raydium. Further, as an added incentive, as our revenue grows we will be using part of the funds to support projects that have paired in FOMO. And Devs who launch tokens paired in FOMO will earn fees from their AI Agent token launch. Building the most robust agents using our framework will catapult us as one of the most prominent standards of the Solana ecosystem. Not only have we developed our own core infrastructure, but we also pull from some of the best repo’s and developer talent in all of AI, not just blockchain. Our team is comprised of 9 world class artificial intelligence engineers, PHDs in mathematics and engineering from the top companies on the cutting edge of AI. The future of AI Agents will be on Solana and we will help lead the way.

FOMO

129,867 views • 1 year ago

Announcing the DVM Terminal Presale! 01/ We are excited to formally announce the next step in our journey: our AI and Signal based trading Terminal. See ALL details on our website, including product, tech, deposit address, and tech documentation: Deposit Address (SOL only): 4pyVRFX56MdqtREcxWnf6XuEGfRNCQaKm1LA4xmHeccv By contributing, you agree to our Terms & Privacy Policy – full docs on site. 02/ We are building ‘DVM Terminal’, a signal and AI powered trading platform for the Solana trenches (initially). The first multi-agent AI trading terminal designed as an institutional-grade dashboard – turning market noise into actionable alpha with agent summaries, live signals, rigid filters, and a full multi-agent system. 03/ The problem. Trench hunting is far too inefficient with real data and insights lacking. - Dashboards are noisy (not even sortable), - No AI agents (in an AI world) - No narratives (a critical component to a thesis), - VERY limited signals (only DB/DS), - No advanced trading (no TP, SL, or VWAP), - No portfolio alert/management system post-trade etc. - The list goes on… Products from major competitors are all just homogeneous, even down to the 3-frame design. We have to piece everything together like broken lego blocks, building a weak matrix from existing platforms, X, FNFs, telegram and discord for little to no alpha. 04/ The solution & moat. We rebuild this from the ground up, leveraging signals and AI. - Clean institutional-like dashboards (we can sort and navigate thru a proper terminal, like Bloomberg or Messari) - AI agents (thank goodness for intelligence, distilling all the important info upfront across 2k+ tokens/day) - A Narrative engine (no need to ask “what is this token about?”; additionally, our engine can identify the newest metas like AI, ICM, Cards, etc.) - 100s of value-add Signals overlaid live on charts (momentum, smart money, sentiment, event data; all of it; tell us what’s happening in real-time) - Advanced trading system (finally, SL, TP, VWAP etc.) - Live portfolio monitoring (AI will give us pertinent live info on our holdings, so we can go live life and not look at screens all day) - All in one place. At a higher-level, our advantage will be managing the massive on/off-chain data pipeline being processed by thousands or millions of context-aware AI agents that recognize patterns, filter noise and deliver only the most actionable insights to a trader with which it can execute a trade effectively. 05/ The opportunity. The Industry leader on Solana makes $600m+ in fees annually, with total industry near $1b on Solana alone, according to Adam. Yet, the entire industry gives us total burnout, fragmented data, either little info or info overload, no real signals, no narratives, no personalized AI-driven strategies, and zero incentives (like buybacks or a flywheel). We’ll flip the script, designing a high-powered scalable signal and AI driven intelligence platform with a flywheel (50-100% fee buy-back & burn). Simply put, we want to be tops. 06/ Development. Our product is MVP. We are building this to scale beyond Solana, into multi-chain. V1 is expected in 4-6 weeks. Our approach to building is an open feedback loop with community members, building to the demands of our users. 07/ Pre-sale terms & Valuation. We are offering 50% public sale, with min $100, no max. Ending valuation is susceptible to change based on amount raised, but will be fixed at 2x raise - i.e. $1m raised=$2m val, $50m raised=$100m val. We are seeking to raise $25m on a $50m valuation, which represents 1% of Solana bot market-share. At TGE event, expect ~65% of our tokens to be floating (or outstanding), with 25% in treasury and 10% of the team allocation locked. Tokens are expected to be distributed just ahead of v1 rollout. Again, find more details on our webpage. 08/ Tailwinds. AI input costs are declining 90%/yr also, so the operational model could become very accretive over time, as we scale our tech to other chains. Solana outputs the most tokens (~35k per day), so we start here, where the challenge is the greatest. 09/ Advisors. Big thanks to our advisors, who’ve been part of this community since inception. Austin Barack, JK 🛡️, cryptic, Tachi, , ZoeyLoo and Chetan Badhe. 10/ The end. Thank you for your consideration; and make sure the SOL address posted here is the same as on our website.

Announcing the DVM Terminal Presale! 01/ We are excited to formally announce the next step in our journey: our AI and Signal based trading Terminal. See ALL details on our website, including product, tech, deposit address, and tech documentation: Deposit Address (SOL only): 4pyVRFX56MdqtREcxWnf6XuEGfRNCQaKm1LA4xmHeccv By contributing, you agree to our Terms & Privacy Policy – full docs on site. 02/ We are building ‘DVM Terminal’, a signal and AI powered trading platform for the Solana trenches (initially). The first multi-agent AI trading terminal designed as an institutional-grade dashboard – turning market noise into actionable alpha with agent summaries, live signals, rigid filters, and a full multi-agent system. 03/ The problem. Trench hunting is far too inefficient with real data and insights lacking. - Dashboards are noisy (not even sortable), - No AI agents (in an AI world) - No narratives (a critical component to a thesis), - VERY limited signals (only DB/DS), - No advanced trading (no TP, SL, or VWAP), - No portfolio alert/management system post-trade etc. - The list goes on… Products from major competitors are all just homogeneous, even down to the 3-frame design. We have to piece everything together like broken lego blocks, building a weak matrix from existing platforms, X, FNFs, telegram and discord for little to no alpha. 04/ The solution & moat. We rebuild this from the ground up, leveraging signals and AI. - Clean institutional-like dashboards (we can sort and navigate thru a proper terminal, like Bloomberg or Messari) - AI agents (thank goodness for intelligence, distilling all the important info upfront across 2k+ tokens/day) - A Narrative engine (no need to ask “what is this token about?”; additionally, our engine can identify the newest metas like AI, ICM, Cards, etc.) - 100s of value-add Signals overlaid live on charts (momentum, smart money, sentiment, event data; all of it; tell us what’s happening in real-time) - Advanced trading system (finally, SL, TP, VWAP etc.) - Live portfolio monitoring (AI will give us pertinent live info on our holdings, so we can go live life and not look at screens all day) - All in one place. At a higher-level, our advantage will be managing the massive on/off-chain data pipeline being processed by thousands or millions of context-aware AI agents that recognize patterns, filter noise and deliver only the most actionable insights to a trader with which it can execute a trade effectively. 05/ The opportunity. The Industry leader on Solana makes $600m+ in fees annually, with total industry near $1b on Solana alone, according to Adam. Yet, the entire industry gives us total burnout, fragmented data, either little info or info overload, no real signals, no narratives, no personalized AI-driven strategies, and zero incentives (like buybacks or a flywheel). We’ll flip the script, designing a high-powered scalable signal and AI driven intelligence platform with a flywheel (50-100% fee buy-back & burn). Simply put, we want to be tops. 06/ Development. Our product is MVP. We are building this to scale beyond Solana, into multi-chain. V1 is expected in 4-6 weeks. Our approach to building is an open feedback loop with community members, building to the demands of our users. 07/ Pre-sale terms & Valuation. We are offering 50% public sale, with min $100, no max. Ending valuation is susceptible to change based on amount raised, but will be fixed at 2x raise - i.e. $1m raised=$2m val, $50m raised=$100m val. We are seeking to raise $25m on a $50m valuation, which represents 1% of Solana bot market-share. At TGE event, expect ~65% of our tokens to be floating (or outstanding), with 25% in treasury and 10% of the team allocation locked. Tokens are expected to be distributed just ahead of v1 rollout. Again, find more details on our webpage. 08/ Tailwinds. AI input costs are declining 90%/yr also, so the operational model could become very accretive over time, as we scale our tech to other chains. Solana outputs the most tokens (~35k per day), so we start here, where the challenge is the greatest. 09/ Advisors. Big thanks to our advisors, who’ve been part of this community since inception. Austin Barack, JK 🛡️, cryptic, Tachi, , ZoeyLoo and Chetan Badhe. 10/ The end. Thank you for your consideration; and make sure the SOL address posted here is the same as on our website.

Deep Value Memetics

23,075 views • 10 months ago

Vlad Tenev (Vlad Tenev) launched Robinhood Chain "to make Real World Assets programmable, globally portable, and always available," then publicly asked builders to embed stock tokens into their apps CZ (CZ 🔶 BNB) spent the month posting that "countries need to tokenize their stocks, allowing worldwide buyers" and that Binance's bStocks give billions "stock exposure 24/7" Brian Armstrong (Brian Armstrong) published a chart of the S&P 500 up 906% all-time and framed it: "billions of people have no access to invest in American companies. Tokenized stocks are changing that" Solana shipped the primitives that made this category buildable at scale, then captured 96% of the on-chain tokenized stocks volume Four of the most influential voices in crypto and fintech converged on the same category in the same month. The trade isn't whether tokenized stocks matter, it's what people can do with them once billions of them can hold one Nest is the productive dollar layer for that answer. Deposit the equity as collateral, mint nUSD at 3% APR, stake into snUSD for ~6% APY. The dividend keeps flowing, the equity stays, while the dollar earns The distribution is being solved by the biggest names in fintech, and the productive layer is where Nest lives: the category doesn't need more validation, it needs more infrastructure, we're building that layer

Vlad Tenev (Vlad Tenev) launched Robinhood Chain "to make Real World Assets programmable, globally portable, and always available," then publicly asked builders to embed stock tokens into their apps CZ (CZ 🔶 BNB) spent the month posting that "countries need to tokenize their stocks, allowing worldwide buyers" and that Binance's bStocks give billions "stock exposure 24/7" Brian Armstrong (Brian Armstrong) published a chart of the S&P 500 up 906% all-time and framed it: "billions of people have no access to invest in American companies. Tokenized stocks are changing that" Solana shipped the primitives that made this category buildable at scale, then captured 96% of the on-chain tokenized stocks volume Four of the most influential voices in crypto and fintech converged on the same category in the same month. The trade isn't whether tokenized stocks matter, it's what people can do with them once billions of them can hold one Nest is the productive dollar layer for that answer. Deposit the equity as collateral, mint nUSD at 3% APR, stake into snUSD for ~6% APY. The dividend keeps flowing, the equity stays, while the dollar earns The distribution is being solved by the biggest names in fintech, and the productive layer is where Nest lives: the category doesn't need more validation, it needs more infrastructure, we're building that layer

Nest

22,781 views • 1 month ago

Jensen Huang just revealed his $500 BILLION financing scheme with 6 of the biggest money managers on Earth. Here's the deal they signed: Nvidia and those 6 firms are mobilizing more than $500 billion of outside capital to finance AI infrastructure. The money goes to Nvidia's own customers so they can build data centers and buy Nvidia chips. Nvidia is not putting up a single dollar. The CHIPS themselves become the collateral. This is like "buying a GM car and getting the financing from GM." Jensen clarified that none of it is Nvidia's money. That part is technically true. But then Larry Fink explained what they are actually building... Fink runs BlackRock, the largest asset manager on Earth. Asked about financing data centers, he said this is the very beginning, the way it was when he started out in the mortgage backed securities market in the 1970s. Then he called it the "next frontier of financial engineering." He compared the AI buildout to the machine that CRASHED the world economy in 2008. Then KKR's global head of digital infrastructure laid out the mechanics: He said the revenue coming off those chips can be securitized, the risk divided up, and the slices sold to investors who want exposure anywhere in the stack. So the GPU is the house, the compute bill is the mortgage payment, and the slices get sold to whoever wants them. Blackstone's John Gray made the comparison himself. He said when you buy a house the bank underwrites you and also looks at the value of the home. When an airline buys a plane, they look at the credit of the airline and at the plane. The chips are the plane. But a plane holds its value because Boeing cannot make your plane obsolete on purpose. Nvidia can, and it does it roughly every year. KKR's own man spent part of that panel praising Vera Rubin, calling the jump in tokens per watt a step change. Every leap like that makes the previous generation worth less. And the price per token has already fallen 99%, so the collateral behind these loans depreciates on a schedule Nvidia controls, while the revenue those chips earn keeps getting cheaper. So what happens if the AI companies run out of cash? Jensen said somebody else can take the machines over and operate them. "There will always be a customer for that computing platform." He planned the repossession before the first loan even closed. Then who ends up holding this paper? Fink answered that one himself: He said they will be working with pension funds across the world. David Solomon pointed at the $9 trillion sitting in US money market funds. Fink pitched moving that cash into longer dated returns and said investors who are overweight equities will rotate in too. And $500 billion is only the opening bid. Fink said the US alone needs over 70 gigawatts of power for this, and every gigawatt costs $50 to $60 billion to build. That works out to more than $3.5 TRILLION for America by itself. Six days earlier, Apollo had called its $35 billion Broadcom financing the largest of its kind ever done. This deal is literally more than 14x bigger. Solomon was the only guy on that panel who mentioned the risk. He admitted the returns will NOT all be ample, that capital will get allocated to things that do not work, and that there will be winners and losers. Jensen's case is that the machines print money. He said AI tokens are incredibly profitable. Within months everyone will realize the AI labs are extremely profitable, and that when those labs go public it will be the biggest IPOs in history. None of that has happened yet. The financing is being built right now, ahead of the proof. So this is either the largest infrastructure buildout in history, or Wall Street just turned the AI bubble into bonds and handed them to the pension funds.

Jensen Huang just revealed his $500 BILLION financing scheme with 6 of the biggest money managers on Earth. Here's the deal they signed: Nvidia and those 6 firms are mobilizing more than $500 billion of outside capital to finance AI infrastructure. The money goes to Nvidia's own customers so they can build data centers and buy Nvidia chips. Nvidia is not putting up a single dollar. The CHIPS themselves become the collateral. This is like "buying a GM car and getting the financing from GM." Jensen clarified that none of it is Nvidia's money. That part is technically true. But then Larry Fink explained what they are actually building... Fink runs BlackRock, the largest asset manager on Earth. Asked about financing data centers, he said this is the very beginning, the way it was when he started out in the mortgage backed securities market in the 1970s. Then he called it the "next frontier of financial engineering." He compared the AI buildout to the machine that CRASHED the world economy in 2008. Then KKR's global head of digital infrastructure laid out the mechanics: He said the revenue coming off those chips can be securitized, the risk divided up, and the slices sold to investors who want exposure anywhere in the stack. So the GPU is the house, the compute bill is the mortgage payment, and the slices get sold to whoever wants them. Blackstone's John Gray made the comparison himself. He said when you buy a house the bank underwrites you and also looks at the value of the home. When an airline buys a plane, they look at the credit of the airline and at the plane. The chips are the plane. But a plane holds its value because Boeing cannot make your plane obsolete on purpose. Nvidia can, and it does it roughly every year. KKR's own man spent part of that panel praising Vera Rubin, calling the jump in tokens per watt a step change. Every leap like that makes the previous generation worth less. And the price per token has already fallen 99%, so the collateral behind these loans depreciates on a schedule Nvidia controls, while the revenue those chips earn keeps getting cheaper. So what happens if the AI companies run out of cash? Jensen said somebody else can take the machines over and operate them. "There will always be a customer for that computing platform." He planned the repossession before the first loan even closed. Then who ends up holding this paper? Fink answered that one himself: He said they will be working with pension funds across the world. David Solomon pointed at the $9 trillion sitting in US money market funds. Fink pitched moving that cash into longer dated returns and said investors who are overweight equities will rotate in too. And $500 billion is only the opening bid. Fink said the US alone needs over 70 gigawatts of power for this, and every gigawatt costs $50 to $60 billion to build. That works out to more than $3.5 TRILLION for America by itself. Six days earlier, Apollo had called its $35 billion Broadcom financing the largest of its kind ever done. This deal is literally more than 14x bigger. Solomon was the only guy on that panel who mentioned the risk. He admitted the returns will NOT all be ample, that capital will get allocated to things that do not work, and that there will be winners and losers. Jensen's case is that the machines print money. He said AI tokens are incredibly profitable. Within months everyone will realize the AI labs are extremely profitable, and that when those labs go public it will be the biggest IPOs in history. None of that has happened yet. The financing is being built right now, ahead of the proof. So this is either the largest infrastructure buildout in history, or Wall Street just turned the AI bubble into bonds and handed them to the pension funds.

Ricardo

33,839 views • 1 month ago

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners, with participation from Lightspeed and Notable Capital. 🚀 At Patronus AI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since.⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more.✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners, with participation from Lightspeed and Notable Capital. 🚀 At Patronus AI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since.⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more.✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

PatronusAI

95,334 views • 2 months ago

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners (formerly TPG Capital), with participation from Lightspeed and Notable Capital. 🚀 At PatronusAI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over now. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since. ⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders and researchers across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more. ✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners (formerly TPG Capital), with participation from Lightspeed and Notable Capital. 🚀 At PatronusAI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over now. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since. ⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders and researchers across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more. ✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

Anand Kannappan

42,764 views • 2 months ago