Afleveringen
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly. Solana: 155.45 -
Soleth - .05863 - up a bit and going up to 50% says Vaneck.
SolBTC - .0023975 - Up a bit.
Overall looking great, i'm ready to pump the bags. Bonk's up 8% today.
Just recorded a podcast interviewing Daria from Neon, and thinking that interviews might be the alpha. I'm going to be looking to do more in the future, super fun. She's super smart and building out some really interesting stuff at Neon.
Heres' the Breakpoint breakdown:
Certainly! Here are the announcements without emojis, arranged in alphabetical order by their handle:
@birdeye_so • Mobile app to come soon
@bonk_inu• Bonk Exchanged Traded Product (ETP)
@dVINLabs • Launched $VIN token
@DriftProtocol• Raised $25M in another round
@AuroryProject• Seekers of Tokane on mobile
@FluxBeamDEX• New all-in-one Trading tool
@FlashTrade_ • Flash Trade Token
@PythNetwork• Price Feed V3• Oracle Integrity Staking (OIS)
@cubexch• Intent network & $ISO Token
@KaminoFinance• Spot Leverage Trading coming soon
@MagicEden• $ME will be a SPL Token• Replacement of seedphrases (e.g., social login)• Buy any asset for any asset
@helio_pay• Blinks for Shopify merchants on X
@heliuslabs• ZK Compression for cheaper Airdrops Airshipper live.
@deBridgeFinance• DBR to launch on October 17
@Hivemapper• Selling Data to 3 of Top 10 global mapmakers
@JupiterExchange• Metropolis APIs• Jupiter RFQ• Perps V2: Limit orders, gasless transactions• Jupiter Mobile• Ape Pro: Ape Trade (mobile), Ape mint• SolanaFM & Coinhall Acquisition
@wormhole• Era 3 Upgrade• Partnership with @SkyEcosystem to bridge • @securitize chose Wormhole as interoperability partner
@MarinadeFinance• Partnership with @ZodiaCustody
@MeteoraAG• Memecoin Mint
@MetaDAOProject• Decisions Markets Platform
@mangomarkets• New Spot Exchange, called @FillCityNews
@MOTHERprovides• Will launch a casino which is supported by $MOTHER
@portals• Soon on Solana mobile• Collab with @SCUMSOL
@phantom• embedded Wallets
@solana• Firedancer client live on mainnet in non vote mode.
@SolanaConf• Breakpoint 2025 in Abu Dhabi
@SquadsProtocol• Fuse Pay - debit card.
@tensor_hq• fully open-sourced• fee sharing between foundation and devs• Grant program • New Product (vector.fun)• Collateralized Lending
@photofinishgame• first real money horse racing game in the app store
@coinbase• $cbBTC to Solana
@streamflow_fi• Airdrop Program & Token
@SlingMoney• Raised $15M. Like a crypto venmo.
@coinsph• To launch a Philippine Stable Coin
@solayer_labs• Yield bearing Stablecoin
@solanamobile• Seeker (Chapter 2)
@sanctumso• Personal LSTs• CLOUD Card• Wonderland S2 coming soon
@travalacom• Supports Solana
@ZeusNetworkHQ• ZeusScan
@ZetaMarkets• Solana’s first L2
Next year will be at Abu Dabi and we'll try to make then.
Thanks all.
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What’s up everybody, it’s Thomas Bahamas and welcome back to another episode of Solana Weekly, where we break down the latest moves in Solana and figure out where we are going.
• Solana (SOL): $143 – The pump is real.
• SOLETH: 0.058– Slight movement upward.
• SOLBTC: 0.00225
Macro Take: The recent 50 basis point rate cut from the Fed caught the markets by surprise and launched a serious rally. Everyone expected 25 points, but the 50-point cut is pumping risk assets hard. The markets seem lined up for a big pump, especially with Bonk and the explosion of meme coins on Solana making headlines.
Let’s talk Bonk. If you didn’t believe in Bonk, you might want to reconsider. It’s been perfectly primed for this moment.
Seems like a ton of big protocols have raised money recently.
Big Update: The Solana Phone, the Seeker, is here!
Phantom usernames are released., but this must be an attempt to keep users on their wallet.
Breakpoint 2024 is heating up.
Magic Eden teasing their airdrop again, get over yourselves and drop the damn token.
I locked up some funds on Adrena, which is a new derivatives protocol coming out soon.
AI - nothing completed, potential is unreal.
Ordlibrary on Twitter to see all the things he’s been building.
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Zijn er afleveringen die ontbreken?
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we break down the last week and figure out where we are heading.
Solana: $135.88
SOLETH: 0.0577 - relatively flat.
SOLBTC: 0.002335 - relatively flat.
Overall take on the market: Chopping continues with every breakout being dumped and ever dump getting bid.
Updates:
Defi hearing in congress - shout out to Peter Valkenburgh (valkenburgh on twitter.)
AI is finally making its grand entrance into the Solana ecosystem, and it's a game-changer.
It's getting close to Breakpoint season, and the hype is building.
Looks like ISC is doing some fun quests and getting some well deserved press. The international stable coin, I’ve brought this up on a few different pods, but is a fascinating development and is the only functional flatcoin.
Other than that I’ve been reading the Almanack of Naval Ravikant again and man it is worth a read if you haven’t heard of it.
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we break down the last week and predict the future.
Solana: 133.40 and We're down $10 from last week and I'm hoping we're turning this ship around.
SOLETH: .054 Down just a tiny bit from last week.
SOLBTC: .0022 - down a good chunk, we're seeing daddy bitcoin do his thing and not move as much as the rest of the market.
Overall take on the market: Down bad, but not down too bad but a great spot for adding on.
Updates:
Jupiter just released that they are giving out all the unclaimed Jup as ASR which is active staking rewards. This is something like $162 million dollars.
Another play I'm interested in is Tensorians.
The manly urge to buy a Madlad is real.
NFA part. So where does that lead us? Where do we make money? The conservative answer is undervalued coins that have a bright future.
Just saw the legend Zachxbt post that Jason Derulo just posted another scam coin on Tron and it’s just sad.
It’s Korean Blockchain Week and seems like the events are pumpin leading into Breakpoint in a couple weeks. Hope we get to enjoy a solid pump leading into it and will catch you all next week!
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we break down the last week and predict the future.
Solana: 142.98: It's over. Kidding, it's up $2.50 on the week.
SOLETH: .05679 - up from .053, Solana holding stronger than Eth here is interesting, Eth is just not catching a bid.
SOLBTC: .0024246 - up a bit from .00235, we need more up.
Overall take on the market: It's still chopping around. End of summer, moving into September should set off some fireworks.
Robinhood is back baby!
PayPal yields seem like they are dropping - down to 13%.
We are ticking closer to the Magic Eden diamond airdrop!
Memecoins seem to be slowing down in the growth, pump.fun is showing a lot less volume for new coins
The SEC has issued a Wells notice to Opensea for distributing illegal securities, so we’ll see how that goes.
Telegram drama: Ton blockchain down, founder jailed.
Breakpoint is still coming up and we’re getting pumped, Quekz party is set, MonkeDao party is set.
I had a call with a fantastic DevRel from the NEON protocol Daria and will be putting that together in the next week to release. The TLDR is that she’s great, and I don’t know anything about how this stuff works haha.
Thank you all for joining in, I’ll catch you next week.
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where I break down the last week and make wild guesses at where we are going.
Solana: 140.40- down a bit.
SOLETH: .05388 - down a bit.
SOLBTC - .00235 - down a bit.
Overall take is choppy with Sol not quite holding it's own this week.
Unsure what the meta is at this point.
My prediction for what happens is that we are going to see majors fly with the increased liquidity from the fed cutting rates, this will also send the memecoins and select nft's will probably moon.
I think when it comes to NFT's I will continue to talk about the Quekz because I'm most comfortable with where they sit and the team behind it.
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we break down the last week and make 100% accurate predictions for where we are going. This is not financial advice, but I'm calling this the part of the cycle where we get bidding.
Solana - $146.90 - flat on the week, kind of lame, but better than down.
SOLETH - .05536 - down a bit from .06189, we'll be back.
SOLBTC - .0024685 - down a bit from .00264.
SOL.D - 3.33
Pump fun revenue continues - beating out Eth revenue again, generating insane amounts of revenue.
Meme coin saturation?
NFT's catch a bid.
Degods - the ultimate cult.
Crypto - the ultimate asset class?
Trump and Elon did a spaces and they didn't talk crypto at all, so it was worthless.
L2's seem to be coming to Solana whether we like it or not.
One month countdown to breakpoint and seems like easy money to long sol into breakpoint.
Quekz will be throwing a party, SMB's will be throwing a party, everyone somehow is willing to fly across the globe to join in.
Coinbase to release cbBTC which will likely be a better version of wrapped Bitcoin.
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What's up everybody! It's Thomas Bahamas and you are here for another episode of Solana Weekly. Hope you made it through the week and didn't lose any coins or your mind.
Sol Price: $147.18 Down from 181.84, and a 19% decrease overall. Now this sure doesn't feel like it because we actually bottomed at 110 and almost 40% down from last week alone.
SOLETH: .06189 - ATH Baby!!
SOLBTC: .00264 - down a small amount. Bitcoin doing it's thing and not moving down as much on a sell off, but still managed to drop 20% and dipped under 50k for the first time since February of this year.
SOLD - 3.58, down a few percent.
Why we sold off:
Bad jobs data.
Bad Japan economy.
Jump selling all their crypto.
Rise of Kamala and anti crypto admin.
War in Israel/Iran.
New Solana meme dropped: the CIA created Solana.
What will it take for our NFT's to go up?
Ore is back in play with its V2 product.
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What's up everybody! It's Thomas Bahamas and you are here for another episode of Solana Weekly. We've got a lot of excitement this week with the FOMC numbers coming out today and we are on the verge of a shift in monetary policy flipping from restrictive to cutting rates.
Sol Price: 181.84, up two dollars from last week, but we spiked above 190 and the strength that it's showing versus the market cannot be ignored.
SOLETH: .05486 - up a small amount from last week.
SOLBTC: .00273 up a bit, and if you look at the yearly we are testing highs on this pair. Insane when you think about it with all the momentum behind Bitcoin.
SOLD - 3.61 up from 3.5
Overall, Solana is looking strong from all the metrics that track as far as price goes and we are at usage levels that are just about all time high as well. Feels like Solana Summer to me.
Biggest price narratives:
Overall in the market it's still ETF's, elections, fed cutting rates, Solana usage and memecoins.
With that said, I actually still think that Solana benefits from an Eth breakout. Whether that's just more liquidity willing to go to risk assets, people watching the SolEth chart, or even the bet on Solana getting an ETF next.
Drip Haus feedback:
So much love, I would like to thank each an every one of you. will try to take things from first principles more often, thanks again Reeny.
Biggest news: Binance lawsuit the sec no longer calls Solana and other tokens securities.
Looks like the rates have been unchanged for the Month of July with September rate cuts being priced in at 90%.
Protocol wise, it doesn't seem like there have been any major releases other than the ability to short memecoins being released on Solend and Marginfi.
Our NFT's remain down, hold steady and harvest some tax losses if you can. I fight the urge to buy more quekz and a MadLad daily.
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What's up everybody! It's Thomas Bahamas and you are here for another episode of Solana Weekly. Welcome to the party, welcome to the bull market, welcome to Solana summer! I hope that you are listening in through Drip.haus because this podcast is now officially hosted there.
Sol Price: 179.77 and on a tear
SOLETH: .05201- Up from .0428
SOLBTC: .0026790 - up from .00239
SOLD - 3.5 up from the low 3's.
Bitcoin has been getting violently dumped by the Germans in the billions, but they have unloaded the whole stack the BTC ETF buyers are buying hundreds of millions of dollars worth a day.
Quick check in on the year, we started out with Solana at ~100 and are up over 55% on the year.
If you want to do a little historical check, Jan 1 2023 we were at $10. So yea we've been eating the last 1.5 years.
Helium - crushing the depin narrative with over 100k subscribers to it's cell phone service plan.
Solana Economic Zone
Airdrop News:
Pump.fun revenue passing eth.
Baxus and Blinks
Jup releasing their active staking rewards - 60 million worth and going strong.
We had a small NFT pump, potential or an anomaly?
Blockchains and marketing.
Thank you all for joining in, hit me up with suggestions or any inquiries, dm's open on thomasbahamasfi.
Let's grab the bull by the horns and get that bag.
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What’s up everybody, it’s Thomas Bahamas and you are here for episode number 75 of Solana Weekly. Big number because this is the amount of Dev’s falsely rumored to be working on Solana. In reality there are many multiples of that and we are in the midst of shipping season with tons of new major milestones being deployed, with the cherry on the top being our boys at VanEck dropping an ETF application. This is huge.
Sol Price: $133.79 - $147.50 - up up and away! Sitting on a 10% increase and will we go higher?
SOLETH: .03802 - .04283 up a casual 23.65%
SOLBTC: .0208 - .0023992 up 15.35%
Vaneck coming with the etf application.
Compression - zk compression directly on Solana.
Blinks - like frames on farcaster, but for f-ing everywhere.
Colosseum - Raised a 60 million dollar fund to invest in early Solana projects.
Jup - to burn $3 billion tokens.
Airdrops - is the meta dead?
NFT’s - still dead. I’ve been dca’ing Sol and bought a few more Quekz for the bag, seem undervalued and if I’m buying anything I’m buying Quekz.
Drip.haus - July 2nd we go live!!!!
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What’s up everybody! It’s Thomas Bahamas and you’re here for another episode of Solana Weekly. Banger of a week, ups and downs, with mostly downs. 50 Cent just rugged us, DJT likely fake, Mother still pumping, and actual Solana devs will simply not stop shipping.
Chart of the week by the man, the myth Joe McCann:
Sol Price: $133.79
SOLETH: .03802
SOLBTC: .0208
Summary: all down, BTC hanging strong while it should be Eth’s party with the ETF news.
Breaking news: Compression on the entire state of Solana. Huge because now all costs on Solana, both compute and rent are going to be tiny. This was a huge bottleneck for developers and caused issues - think airdropping a million coins to different addresses used to cost something like 250k, now it’s down to 50.
Memecoin disaster - Shkreli, Tate, and Barron walk into a telegram chat.
Memecoins take a hit. Cabals, cto’s, breaking up of nft chats over them.
Lasting projects - what are the characteristics?
Moonwalk- let’s walk through this dip. Been getting 10k steps a day since it released and loving life. Stack this with working out 3-5 times a week and it’s fantastic.
Rwa’s - ondo released into drift as collateral, get 5% treasury yield on stables as you gamble.
Everyone’s an angel investor now.
Ansem sold 11 mill of wif.
Canada sol etf!
Sphere - live for on and off ramps to public and sick.
Ryan salame ex CEO of ftx warning that backpack has shitty lawyers?
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What’s up everyone, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!
We got another banger of a week with so much going on it's going to be hard to condense it all.
Sol price - 148.48 with a 13% drop on the week and the dreading feeling that it's all over. It's not.
SolEth - .04225- down 6%
Solbtc - .00221 - down 8%, honestly I thought this was going to be worse.
Sold - 2.8 %
Solflate pod - listened on Drip, it's sick and I'm looking to join in.
Drip - crushing, creators and collectors colliding on a beautiful Solana protocol.
Sphere - based team in the payment space.
Fuse - early beta released to the public and slick af. Smart wallet, literally stop keeping your funds in hot wallets and get this wallet.
Solana 1.18.15 released and updated - transactions be landing, and increasing the priority fee is now increasing your odds of landing a transactions. Fees are rolling.
Celebs - thinking about a naval quote where you want to be rich and unknown, not famous and poor.
Could it actually be the solution?
Maybe. The problem is that it sure doesn't act that way yet.
Iggy is likely 1 in a million in that she is working for her freaking bags every day non stop.
I haven't seen another one that is that compelling, but it brings forward an example of showing what can be done.
Ansem has turned into a Celebrity himself at this point, he's basically advising/dunking with these new guys launching coins.
Going to finish it off with a little Charlie Munger style thought.
A what not to do at this point in the cycle, invert the good advice.
Premise: I don't think the cycle is over and this is a pullback, if you think otherwise, stop here.
At this point, we've corrected down 25+% and a lot of meme coins have been hit way harder. A recipe for disaster is to sell all your coins to dollars to buy back lower. Watching charts 24/7, waiting for the right support to buy back on. Trying to leverage trade this either way right now will chop you up. Not paying attention to your health will hurt you. Not having a few Limit orders at lower prices in case we do hit a lower price. Not having conviction in your big bags for the long term. Not having some money on the side and depending on the income you make from short term moves is a sure way to misery. Following the trend of stimulants and tobacco will take years off your life. Losing sleep will make you miserable. Not eating well will take its toll. Not having a stable home life will make it much harder. We need a solid base, we need to keep our minds clear, out of the 5 minute chart, and have confidence in your analysis. Have big bets, if the big market structure changes and we go to 0 have a plan.
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What’s up everyone, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!
We got another banger of a week with appearances from Roaring Kitty on the way to making a billion, Jim Cramer shilling a Bonk ETF, to Iggy getting called out by Vitalik and Hayden only to dunk on them. Amazing, I’m loving it and it’s a great time to be a crypto enjoyer.
Sol price - 171 - Dumped to 160 after I recorded. (my apologies for marking the dump.)
SolEth - .04483 - flat
Solbtc - .0024 - down a bit.
Sold - 3.06
Bonk mentioned! Jim Cramer calls for a bonk etf with Gary Gensler on live television. Simply amazing.
Wormhole staking - EVM
Roaring kitty comes back and makes a billy.
Jobs numbers a sham.
Cloud - Sanctum has released their plan for their token and I’m jacked up.
Coinbase - stock flying, released a smart wallet. Kind of has it all going for it.
Robinhood - buying Bitstamp and probably going all in crypto soon.
Trump - recently came out that if trump gets elected expect btc at 150k. Okay, vote acquired.
Look, infrastructure aside, sol dominates the culture at this point. This is going to get out of hand and I’m here for it.
As our man Raoul Pal once said, don’t f this up.
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly!
We got another banger of a week from MT Gox moving Billions in Bitcoin and scaring the boomers to Caitlyn Jenner and Iggy Azalea dropping projects on Solana.
Prices:
Solana: 169.99
SolETH - .045
SolBTC.- .00251
SOL.D: 3.16 - Sol Dominance, what this 3x.
Bonk hitting a new ATH
LayerZero officially live on Solana
PayPal PYUSD is Live on Solana!
Iggy Azalea is a turbo Sol bull
Caitlyn Jenner launched a coin
Trump has doubled down on his pro crypto stance and has said that he will pardon the legend Ross Ulbicht
Top themes I'm interested in:
Creators platforms:
Onboarding people:
Wallet best practices
The strength of shitposts, silly side of crypto.
Onchain trading and the state of it currently.
Jup's grand vision - bringing everything on chain.
Regulatory stuff - it's crazy to keep up with all the lessening of regulations.
Onramp/ offramp stuff.
What it would take to bring NFT's back.
Macro
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!
Prices:
Sol Price: 168.93
Sol Eth: .045
Sol BTC: .00245
Regulation wins everywhere!
Trump crypto army beating Elizabeth Warren anti crypto army.
Sol gets liberated from ftx estate owning any of it.
RIP to Harambe and now to Kobasu the Doge dog. We got an Elon tweet, I mean what else do we need for the market to freaking rage?
I’m long, I’ll be patient.
Sphere- introduces a sick off ramp where you have a sort of wallet for your bank account.
Wallets: Squads has released an early beta of Fuse their smart wallet.
NFT’s still dead, everyone still looking for the next 100x memecoin and longing Eth and Pepe.
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What's up everybody it's Thomas Bahamas and you are here for another episode of Solana Weekly. This is a special one because it's the infamous number 69!
Roaring kitty is back, meme stocks are back, 23,000 meme coins being created a day on Solana. Wall street bets tweets about Solana Summer constantly, is the great forever cycle of memecoins upon us?
Solana Price: 153.14
SOLETH - .05150 - we're back.
SOLBTC - .002359- looking solid.
Gambling.
The CPI numbers look good.
I think we are seeing the divide between the older cycle winners and the next generation. Donalt vs the bulls.
Solana generated more Transaction Fees and MEV than Ethereum in a single day.
Information diets. Trying to build a Wall Street journal for myself for what’s going on in Solana and what I’ve done.
Solana users have been the winners of this market so far.
Poker to crypto strategies: sizing, being at the right table, knowing when you’re the sucker, pvp in NFTs and how none of that transfers to memcoins.
A day in the life of a manlet: have we crossed into real life use cases?
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What’s up everybody it’s Thomas Bahamas and you are here for another episode of Solana Weekly! Let’s dive into what’s been happening and see where we are going. We got a lot to cover from new government regulations and wells notices to Trump pumping our bags over to the latest in airdrops.
Prices not really too interesting as we’ve been in the same range.
Solana at 147.
SolEth at .049
Solbtc at .0237
Government insanity.
Trump went full pro crypto.
Meme coin cycle is insane now.
15,000 spl tokens being created daily.
Dicki coin adventures and the future of these memecoins.
Alpha is on Telegram and not Twitter now.
Price targets and where to sell?
Integration with usdc and stables as a massive competitive advantage. Zeta markets with the airdrop news
Gmx coming to sol, big perps dex from arb.
VanEck launched a Meme Coin Index
FTX claims coming out.
Fav protocols: Lulo and Moonwalk.
Flexlend is the easiest and best way to get yield on stables. Cycle between protocols that have the highest hourly yield without doing anything. Get rewards for any defi protocol offering them.
Moonwalk is unstoppable.
Airdrops: drift soon, sanctum points pumping, Magic Eden.
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!
Sol Price: 143.21 - down $16 from last week, but not bad considering we tapped below $120.
Sol Eth: .0468 - down a little bit from last week, but still strong.
Sol BTC: .00231 - down a bit from last week.
Bonk Market Cap: 1.8 billion and on the rise!
Overall take on market: Recovery mode still, feels euphoric. Seemed like everyone was very ready for everything to nuke and overestimated it.
Memes on top - we saw a bunch of 3x’s in meme coins and it’s beautiful to see. They just aren’t going away.
Wif vs Bonk and the influence of influencers.
Defi: Kamino dropped it’s token.
Drift airdrop coming out soon, looks very promising.
Friendtech/eigenlayer dropped their token and it seems like it didn’t go too well.
Sanctum - awesome and fun.
Degods back to Solana.
NFT's still remain dead.
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly!
Sol Price - 159 - down 8 from two weeks ago, but it feels like we went to 0 and back.
SolEth - .0492 - Up a tiny bit.
SolBTC - .00238 - dipped.
Bitcoin talk.
Madness of the media
Airdrop talk.
Monad - seems bullish.
Multichain future talk.
Sanctum and LST’s are picking up steam.
NFT’s still seem to be dead but that’s how it always seems at the bottom.
Thank you for joining in, I’ll catch you next week.
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