Sol Beach Bum | X🔥💃🏻 @SolBeachBum Twitter profile

Pinned Tweet

Sol Beach Bum | X🔥💃🏻

1 year

Bullish on #Solana ’s tech? But bearish on $Sol the asset? Myself and @StrategicHash have built a 🎉Solana Economic Model🎉 to put these theories to the test. TLDR? Sol can become one of the most expensive assets in the world… A thread

54

176

547

Last Seen Profiles

@mazajeyy

@stw_pdg

@MokbilA76750

@JA_Cavalier

@AmeeAdel

@xiaoxRRR

@RedifFirat

@scottja2020

@K1ngMello

@iam_Blaisee

@UAB_NRTC

@llotuszz

@LuLuHyperOM

@Bryangoeres

@mali_blan

@446r

@Kijiji

@FazerianoorZ

@AnjaliS82104514

@HeraIoannou

@bokeplokalmalam

@Lawrenc30680170

@kayky_xky

@iyaunamb

@maddeplorable22

@decimated_game

@__kid48

@MaxBowden

@z4tFTygsoUdrr9E

@Shree26643565

@OptaJoon

@AndraDayMusic

@dennisdillonof

@BinorRaja

@StayZeroPodcast

@SleepThornWitch

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

6 months

As a large $JUP holder and massive fan of the team / CWG - I have to say this budget is pretty shocking 4 guys Salaries of around $85k each And then tokens with only a 2 year vesting of 4.5m JUP / $6.75m at today’s price! So these guys will likely become multimillionaires for

Jupiter 🪐

@JupiterExchange

6 months

Vote on CWG’s Budget Proposal The vote to fund the first Jupiter Working Group is live! This vote is crucial in setting a precedent to fund working groups to drive the DAO’s initiatives forward. The CWG has spent a week in community discussions, and has presented their 2024

296

536

2K

165

131

913

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

One of these is worth around $2.5k and is backed by a world class dev and a genre-defining next gen wallet The other is worth around $15k and is backed by a marketer who has failed to deliver anything beyond art upgrades Place your bets now

129

45

534

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

6 months

BREAKING : $Sol has flipped $Eth and ALL its L2s on 24hr volume Sol : $3.8bn Eth (excl Polygon) : $3.55bn Incl Polygon : $3.7bn 🤯🤯🤯

45

124

485

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

A thread on #Solana 's inflation schedule And how 0% inflation is much closer than most people realise Bring on the burn... A 🧵👇

49

87

355

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

8 months

🚨 Breaking news 🚨 Eth mainnet is down (for 99% of the world’s population)

36

43

325

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

Absolutely unreal analysis Both Sol and Eth did around $40m of volume last week on their Base Asset : USDT But Eth managed it with $70m of liquidity Sol managed it with $1m of liquidity The same $ of liquidity on Sol receiving 70x higher returns… Solana = future of trading

ilemi

@andrewhong5297

11 months

the volume/liquidity ratio on @solana is pretty crazy every time I look at it. $40m of sol/usdt volume this week, on roughly $1m of liquidity.

7

18

146

15

56

295

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

Picked up another @CetsOnCreck . How did I do? 😎

29

44

262

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

I’d wager that 95%+ of people using Solana started on Ethereum and moved across Whereas I’d guess <20% of ethereum users have ever tried Sol We aren’t on Sol because we like hanging out on less liquid chains It’s because it l works and is affordable for all users and use cases

30

35

236

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

Hey @Primatesnft fam. I’m trying to find the CLEANEST primates in the collection 😎 One pic per submission pls ☝️ I’ll start (not mine sadly) -

62

41

200

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

6 months

Eth fans have enjoyed almost a decade in a virtual monopoly for smart contract blockchains They are finally meeting very real competition and some of them don’t seem to be taking it very well

28

29

195

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

People can’t stop talking about Solana at $21 Imagine this place at $210 Scenes…

17

24

192

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

@Primates are going over 100 sol, and here are 10 reasons why... 👇a 🧵...

14

80

183

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

This was the chart that really stood out to me in Visa’s 3-pager on why they chose to pilot pymts on #Solana $Sol base fee does not move regardless of market dynamics Predictably cheap, fast payments Only Possible On Solana

14

32

160

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

9 months

Eth is 50% down from ATH Sol is 60% down from ATH Eth is in its 3rd cycle Sol is in its 2nd cycle Eth marketcap is 7x higher than Sol Sol doing more defi volumes than Eth + L2s combined Sol doing more NFT volumes than Eth Sol with more tps, higher DAUs and 1000x lower fees

Foobazzler 🇺🇦

@Foobazzler

9 months

ETH has 2x'd from ATL SOL has 10x'd from ATL If you had to pick a coin to fomo into right now, which one which you choose anon?

46

5

87

10

28

161

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

Easy to hate when everyone’s chip stack is down - but this is some of the most 🔥 art we’ve ever seen on Solana and people are fudding it @Primatesnft

18

31

150

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

7 months

They never had a chance…

15

16

148

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

Who dis? @DegenApeAcademy

11

1

149

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

$Sol volume levels on Binance are pretty telling 80% of $Eth volume Over 50% of $Btc volume Now say it with me Btc Eth …. and Sol

7

24

143

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

@RyanSAdams @jon_charb The largest DePIN project moved from its own chain to Solana (Helium) The largest distributed computing network moved from an Eth L2 to Solana (Rndr) The largest decentralised stabelcoin issuer is potentially moving its backend to Solana (Maker) Solana L1 is eating the world👀

9

19

144

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

6 months

@KEMOS4BE But this isn’t a public goods grant. That was literally what good cets token allocations were all about This is exclusively for work to be done in the future Yet there are no milestones / achievements that you need to hit - as any CEO receiving multimillion vesting options

13

3

145

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

I find it rather disheartening that Brian so hell bent on building solely on the Eth L2 Layer when it doesn’t scale, and can’t provide consistently cheap fees (eg OP this week) Especially when there is an L1 which already offers his pymt requirements - TODAY Make it make sense

Brian Armstrong

@brian_armstrong

1 year

The next step for crypto is to make payments instant and free globally. This will take lots of work from all of us, Coinbase included, getting layer 2's integrated, better on-ramps, simpler UX/onboarding, etc. A magic threshold would be getting the average payment under 1 cent

2K

825

6K

24

17

138

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

Does anyone seriously believe that Firedancer is priced in right now? It won’t see instant performance improvement And there might not be apps to take advantage of its tps But this will firmly place $Sol as meaningfully differentiated from Btc / Eth And that’s worth something

19

13

128

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

100% confirmed, ladies and gentlemen

28

10

135

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

The greatest trick that Eth maxis ever played - was convincing people that Solana scales purely through hardware - while leaving out all the incredible software, and yes, cryptographic breakthroughs it has also pioneered! Sol isn’t BSC or Eos It is groundbreaking new tech

mert | helius.dev

@0xMert_

1 year

JUST IN: Solana is using "minimally viable cryptography" obviously mathematical equations are more legit depending on which blockchain you use right ???? I just cant anymore man

78

34

374

14

20

134

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

The #Solana community needs to get smarter around Sol's economics. On Monday, myself and @StrategicHash will release our Solana Financial Model - showing forecasted revenue growth and potential valuations. But in the meantime, how should L1 assets even be valued? A thread 🧵

17

32

127

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

8 months

I get it that Mert has likely ‘made it’ by this point so probs isn’t that financially motivated anymore But the rest of us are trying to make money and get rewarded for being early users and dogfooding these protocols. First liquidity through the door is most at risk from

mert | helius.dev

@0xMert_

8 months

i) team has no PMF ii) team teases airdrop iii) team suddenly has thousands of "users" iv) team uses this to raise money from VCs v) team, VCs, and "thought leaders" now go on spreading narratives about how successful they are vi) sidelined users get FOMO vii) airdrop

84

120

962

24

6

125

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

There’s something else about apps on Solana They are so much more ‘user focused’ than I see on other chains - phantom - backpack - dialect - magic eden - tensor trade All best in class, user focused applications Meanwhile - Eth has Metamask…

Chris Burniske

@cburniske

1 year

I like this new “only possible on Solana” meme — the best networks are the ones that originate new use cases for blockchains.

71

110

589

11

12

123

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

4 months

Bluntz predicting $75 Sol and nuking for the rest of the year And people pay money for this??? Sol will hit $300 in Q4 due to: - Firedancer mainnet - Breakpoint in September - Rates cuts - Global liquidity about to 🚀 - Memecoin super cycle - Eth ETF, BtcD topping and start

Bluntz

@Bluntz_Capital

4 months

i like to ruffle some feathers sometimes so here's a $SOL macro update i made for paid group subscribers that i decided to make public. Enjoy.

459

100

1K

17

12

116

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

7 months

Please never let Sol maxis turn into this when we dominate the narrative for the next decade New tech should not be scorned or mocked - just because it offends your bags S/O @7LayerMagik for the ambulance job at the end

7

14

117

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

4 months

Anyone who didn’t watch the Justin Drake v Toly debate should watch this 1 min snippet Justin’s whole argument and demeanour seems to devolve into some school boy histrionics that felt so out of touch with the industry and Eth’s haughty research culture His comment about

satoji (ง'-')ง

@koifishfarmer

4 months

@trading_vapor very emotional

48

18

223

33

14

115

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

$JUP will be the catalyst to full send Sol defi Jupiter’s main product is ‘only’ an aggregator but it’s established itself as the funnel for new Sol entrants It can use its distribution to offer additional cash cow features (100x perps, stables, borrow lend) + do buyback burns

7

12

105

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

Sentiment in crypto is low. Time to take a step back. Relax. And consider just how big both the crypto market, and #Sol the asset, could become... A thread 🧵

27

32

109

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

3 months

This is probably the worst thing Germany has ever done.

21

4

116

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

$Sol Future Narratives Projects - $Pyth $Jup $Mrgn $Jito airdrops - @staratlas multiplayer launch - @rendernetwork uptick in AI jobs - @helium US national rollout - @xNFT_Backpack and @cubexch launch CEXs with fiat on/off ramps - @JupiterExchange roll out token launch platform

7

13

104

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

10 months

Absolutely insane numbers from @xNFT_Backpack exchange KYC And to think that US / most of EU can’t enter yet There is massive demand for a CEX which: - Won’t steal your funds - Easy Fiat on/off ramps - ‘Solana aligned’ Only other thing to say… Lads On Top!!!

Armani Ferrante 🎒

@armaniferrante

10 months

As we reach the end of the staking phase for the inaugural @xNFT_Backpack Exchange beta, some numbers to share from our compliance team. ~ 150k KYC submissions ~ 115 approved ~ 5k rejected ~ 30k pending If we haven't reviewed you, we're working our butts off to get to you.

81

112

675

10

23

97

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

6 months

Suspect polynya wouldn’t be so worried about the devolving state of crypto’s moral compass if all the activity was happening on an Eth L2

21

10

84

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

3 months

@MaxResnick1 Pretty sure the cheap android phones in this analogy are the dime-a-dozen 100 EVM clone L2s with no fraud proofs Whereas Solana’s L1 is the platform curating a delightful experience for its users

5

0

110

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

Just huge news for both Render and Solana Render can leverage SCs from Helium, and predictably low fees ensure no issues to biz model Solana establishes itself as THE DePIN chain in all of crypto. First of many real world use cases which will naturally find themselves on Solana

The Render Network

@rendernetwork

1 year

RNP-002: 5.9M RNDR cast to approve / 2.8M RNDR cast to deny

4

12

148

6

21

94

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

@satsdart Solana works. And is decentralised Don’t worry. You’ll work it out in 2025 when buying the top

39

9

98

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

To celebrate the @CetsOnCreck floor getting swept the fook up - here are 4 absolute mad lad deals currently on offer - all below 125 sol

12

21

89

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

I want to thank the @DegenApeAcademy , @CetsOnCreck and more recently the mo-foing @Primatesnft community for getting me to the big 1,500 mark. Solana is my home.

7

11

93

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 months

@PaulEmbery I also thought this was the moment that turned the match. England were in their short spell of legitimate pressure. Then walker does this, pressure releases, back to negative tactics and eng didn’t see the ball again until picking it up out the back of the net

3

0

98

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

$JUP currently 3rd largest DEX by trading volumes Airdrop gonna get frantic…

3

8

89

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

This week - we were blown away by @rendernetwork and it’s visionary founder @JulesUrbach 👉GPU usage is going vertical 👉Supply is static 👉 Render - by leveraging crypto economics - are uniquely placed to help fulfil the insatiable demand When people ask why crypto- say Rndr

7

28

94

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

7 months

Toly interview coming out tomorrow on @UnlayeredPod Be sure to follow / subscribe. You won’t want to miss it…

7

10

91

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

7 months

@CryptoCurb Finally - someone talking my language Eth reached an equivalent of $1,300 last cycle off the back of a chain that didn’t scale and just two narratives (nascent defi and NFTs) Solana actually scales, can onboard 1000x more people, is the leader in depin, payments, trading, AI,

10

3

85

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

4 months

So Justin Drake spent 30 mins talking about the importance of economic security because it provides liveness and real time censorship resistance guarantees But he also says everyone should be transacting on L2s and not the L1 Which use centralized sequencers and provide no

13

9

90

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

I hope everyone swept while price was down in the 13’s. Picked up a naked torso / gas mask to add to the collection @Primatesnft

9

20

80

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

Fock it. Time for a change. @MadLadsNFT

12

6

82

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

5 months

@JackNiewold This is embarrassing In case you hadn’t noticed - memecoins are using defi and helping to push it forward. Just look at Solana being battle tested, updating and coming back stronger What’s embarrassing in this industry is vaporware alts getting sold to public at $15bn FDVs with

3

88

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

8 months

Still so much hate floating around against $JUP Eth fans are sure it’s about to drop 90% - when really all this goes to show is how offside the market is wrt valuing APPS vs INFRA Jupiter has the same FDV as Dymension. Yet no one questions DYM’s current val I suspect this

17

9

81

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

9 months

@R89Capital It will Eth equivalent last cycle was $1300 Every cycle the market caps get bigger than the one before Solana will have the first mainstream consumer app, most of the DePIN market, payments and trading. It should do better than Eth last time imo

12

1

80

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

@frankdegods Like… you’ve gone to Polygon for the money. If Sol had paid you’d still be here. It really is that simple. So it’s hard to say this is a fwd thinking move for the Yoots community. More a case of - I’m going where lines my pockets the most

3

5

77

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

Ok - this one is incredible @MadLadsNFT next biggest project on Sol, hands down

14

4

68

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

First it was @helium Then @Hivemapper , @teleportxyz , @BoringProtocol And now - @RenderToken Solana has fast become the DePIN chain of choice. When it comes to consumer applications, cheap predictable fees and low latency are critical. And no one does that better than #Solana

CoinDesk

@CoinDesk

2 years

The Render Network Foundation is weighing whether to build its newly approved burn-and-mint equilibrium model on the @solana blockchain. @LizKNapolitano reports

55

67

318

7

20

75

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

Something novel will kick start the next bull run as always It seems most likely to come from a chain offering high tps as this can unlock novel use cases not previously possible I think DePIN is the most likely candidate And out of them all $Rndr is best positioned to pop 1st

4

20

76

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

Men will invest $billions into L2 infra to avoid using Solana

Brian Armstrong

@brian_armstrong

11 months

We’ve been working hard to improve the cost and time to confirm payments in @CoinbaseWallet - check out this demo. Our ambitious goal is to get the average transaction under 1 second 1 second end-to-end. Instant, cheap, and global. Will require layer 2 becoming the default,

452

300

2K

4

3

76

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

I’d previously written about how - reading between the lines - @vaneck_us seem to be assuming a base case revenue for Sol of around $50bn pa Today they have confirmed a range of $13-66bn 🔥At $50bn, sol would be valued at: 👉 FDV $1.48 tn 👉 Price $2,100 👉 Multiple 88x

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

So now time for the money shot Per my above stated assumptions, the BASE CASES are as follows: 👉Revenues: $51bn Eth / $53.3bn Sol 👉FDV: $1.41tn Eth / $1.48tn Sol 👉Price : $11,800 Eth / $2,100 Sol 👉Multiples : 6x Eth / 98x Sol

3

1

14

10

18

72

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

9 months

@JupiterExchange Can we please get a stop loss limit / market feature - rather than just limit order? Keeps people on CEXs if they can’t limit their downside risk Also could we get a order value range when buying - taking account of slippage limit. It says I’ll buy $10k of usdc and end up with

5

77

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

3 months

Ok this is huge It's basically Farcaster Frames - where you can perform in app crypto txs without leaving the application Except rather than rolling out on a brand new social platform with a 1000-1 shot of reaching mass adoption Its rolling out on Twitter...! If we want to

Dialect (hiring)

@saydialect

3 months

Introducing Actions & Blinks An ambitious new protocol in collaboration with @solana —& developer stack by Dialect—to share Solana everywhere Starting right here. On Crypto Twitter Try it out today with @Backpack & @phantom . @solflare_wallet coming soon 1/👇

138

401

2K

3

5

79

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

@EthereumJames I just love that even after Sol’s price has been hit hard we STILL live rent free in your head. Threatened much??!

1

73

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

There are some monster #Solana -focused Podcasts out right now. To those that haven't given them a listen yet, I've compiled a list of the: Recent *BEST* Episodes from each show: (be sure to follow + like)

10

24

71

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

Eth fans still asking where #Sol TVL will come from. Without appreciating the influx of quality assets about to hit the ecosystem $JUP $DRIFT $PYTH $MARGIN $TENSOR $JITO $RNDR Coupled with the wealth effect the airdrops will bring. Plus rising LST % Things bout to go boom…💥

9

20

66

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

9 months

Ansem ( @blknoiz06 ) has called this week's @UnlayeredPod episode his favorite one all year... Check it out to find out why, as we discuss: - How to source alpha - Why Solana is set up to dominate this cycle - And his SPICIEST🌶️prediction for 2024... Links in next tweet 👇👇

7

10

76

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

3 months

@pcaversaccio Literally describing Solana

5

0

73

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

Great summary of all the incredible @JupiterExchange announcements we were treated to on Wednesday Project went from being best aggregator in crypto to an absolute defi behemoth $JUP early sellers may live to regret

YupiG

@YupiG_Crypto

11 months

There is a lot of hype in the timeline for $JUP airdrop and what's coming to #Solana over the next few months, but I haven't seen many summarize the rest of the (very exciting) things that @JupiterExchange is releasing. A breakdown of $JUP, $JLP, Jupiter Terminal, $SUSD, and

100

279

745

2

5

62

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

9 months

@AaronSage @iamchillpill You realise almost every Eth L2 has had an outage in the last year since Sol last went down Do those users matter less than Sol users in your eyes? Or does that not suit your narrative?

5

1

71

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

What’s amazing about this proposal is that Sol is positioning itself - not only as the best integrated tech stack - but also as a strong contender for the sovereign, app chain thesis too! This is potential vindication that the best tech stack can win out over blind maximalism

Rune

@RuneKek

1 year

The last phase of Endgame is the launch of a native blockchain for Maker with the codename NewChain It will make the ecosystem more secure and efficient After some research, I believe the Solana codebase should be considered as the basis for NewChain

302

335

2K

1

14

65

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

A Thread 🧵on UX in Web 3: Uniswap have just released an app And Eth fans are starting to face the realisation that Eth UX is impenetrable for new users See the below video for context 👇

11

19

68

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

6 months

There is now a very real possibility that $Sol reaches ATH before $Eth The amount of Eth guys during the bear screaming that Sol was dead and was never getting close to ATH again Vindication…

11

8

71

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

7 months

I think $Render and AI madness is still only in first gear The next big catalyst will be when OpenAI actually releases Sora to the public - and we see yet another diametric shift in the way people use AI in their day to day lives As a biproduct, Text to Video will use 10-100x

Nagato 𓂀

@CryptoNagato

7 months

“𝐇𝐨𝐰 𝐚𝐫𝐞 𝐲𝐨𝐮 𝐩𝐥𝐚𝐲𝐢𝐧𝐠 $RNDR 𝐧𝐨𝐰?” I lost count of how many people asked me this question in the past few days. So, here’s my answer (no bullshit): 𝐈 𝐖𝐈𝐋𝐋 𝐉𝐔𝐒𝐓 𝐒𝐈𝐓 𝐎𝐍 𝐌𝐘 𝐀𝐒𝐒 𝐀𝐍𝐃 𝐀𝐁𝐒𝐎𝐋𝐔𝐓𝐄𝐋𝐘 𝐃𝐎 𝐍𝐎𝐓𝐇𝐈𝐍𝐆. I’m not

43

56

439

8

14

66

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

7 months

Whilst I of course don’t expect any partnerships between Nvidia and crypto any time soon… I do think that Render’s CEO Jules is probably the best connected founder in all of crypto with deep connections throughout rendering, films, AI and spatial computing He has connections

Lord ¥ayowam ⭕️

@yayowam

7 months

🚨RENDER x NVIDIA conspiracy? You might want to sit down, anon.. Thread 🧵 🪡

21

73

319

5

13

66

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

3. The art is fire. It's original. It smacks you in the face - and frankly it makes other heavy weights including @BoredApeYC look a bit... dated.

4

16

67

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

8 months

Seeing several tweets now saying Solana is only useful as a memecoin casino Well before that - it was only good for low value payments Before that it was DePIN Before that it was NFTs Maybe high tps / low latency are objectively useful properties and attract varied use cases?

12

69

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

@MarginFi to become the Aave, Curve and Maker of Solana @Jito_Sol to become the Lido and Flashbots of Solana @DriftProtocol to become the DYDX @JupiterExchange to become the 1Inch Future unicorns are being created before our eyes - if you’re looking closely enough 👀

Aylo

@alpha_pls

1 year

"As this expansion continues, we're poised to become the AAVE, Curve & Maker of Solana, offering a unified risk profile & a seamless user experience across our products. This journey excites me tremendously as we evolve into the go-to platform for spot assets on non-EVM chains."

1

9

7

19

66

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

6 months

Really hope some future airdrops exclude addresses that have bought any of these racist / antisemitic memecoins It’s a permissionless network so everyone is free to launch whatever they want. But onchain actions are permanent. And actions have consequences.

48

6

67

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

Sol has a staked market cap of $6.6bn If this was held in LSTs, and then used within Defi, it would make Solana the chain with 2nd highest TVL in all of crypto 🤯 Want to: Pump your yield? Get the defi flywheel moving? Support Sol? Use LSTs from @MarinadeFinance + @jito_sol

Staking Rewards

@StakingRewards

1 year

Solana flips Cardano as the second biggest PoS chain by Staking Market Cap. Check it out via our Staking Asset Explorer ⬇️

50

36

727

12

24

63

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

7 months

This week we spoke with the Father of High-Speed Blockchains himself - Mr @AEYakovenko ! We talked about: 👉How Sol will become the global hub for trading 👉Fee markets 👉Whether AI is over-hyped 👉Solana's modularity 👉 And what Toly plans to do with the Saga 2s... (see vid👇)

8

14

66

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

@TrustlessState Spent all of last bull market complaining about Sol being centralised with 3000 full nodes Then proceed to pile into the completely centralised Base w/o fraud proofs and secured by a multisig Double standards much?

4

6

66

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

7 months

New pod just dropped with @Austin_Federa Amazing discussion around the future of #Solana where we discussed: 👉 Potential unlocks from token extensions program 👉 Application of L1 governance 👉 Whethere #Sol could survive a state level attack... Be sure to subscribe. Link👇

12

65

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

10 months

First NFT purchase in a long time..! Figure at 3 sol floor - with imo the best pixel art on Solana - these could be next to go

8

9

63

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

@champmedici @CRYPTOGNOMEO @Eminem 313 @cetsoncreck 🤌🤌🤌

1

11

62

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

When you were capitulating at the bottom - I was starting up a Solana-focused podcast to help cut through the BS and reduce the information asymmetry We are not the same (s/o @UnlayeredPod )

8

5

64

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

10 months

#Bonk not being listed on a CEX is the Trojan Horse for Solana UX This really feels like the inflection point in Sol's defi trajectory

7

12

65

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

3 years

Guess it’s time for a #NewProfilePic

9

3

63

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

10 months

The wealth effect is real $Sol looks awfully cheap all of a sudden...

1

3

62

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

2 years

People think that okaybears have a monopoly on wristbands. Well think again… @CetsCommunity @CetsOnCreck

0

6

60

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

9 months

Thought that was a price chart for a second…

DavidHoffman.eth 🦇🔊

@TrustlessState

9 months

Let me show you the future

107

56

555

12

7

64

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

3 years

5. @SOLgods_ Dark. Disturbing. Refreshingly original. Another project I'm seeing all over my feed, and has hit a chord with those who've become tired of pixelated animals. Best traits: King; Flames; Squid Game Square Market:

9

11

57

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

The scope and ambition of @StarAtlas is unmatched in crypto They’re building a browser, unreal engine 5 and mobile game - all at the same time and completely interoperable Listen below to Michael’s ambitions for just the mobile app 🤯🤯🤯 This could send Sol to the next level!

Unlayered

@UnlayeredPod

11 months

An amazing episode this week as we speak with @at_mwagner from the hottest game in Web3 @StarAtlas about: - Their rise to 15% of total user txs on #Solana - Building out a sustainable open world economy - Using PokemonGo / Stepn inspired features for more immersive gameplay

5

13

94

5

14

54

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

@Justin_Bons Says the man who shilled BCH for years

3

0

61

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

Eth pivoting to its rollup thesis makes Cosmos / Avax / Dot also-rans against the market giant What it also does - is leave Sol as the leader in the monolithic design space Both monolithic + app chains will flourish A bet on $Sol is a bet on the LEADER in monolithic design

4

15

57

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

6 months

Nick really going down in my estimations Just spending the last few days desperately trying to: - Stir up beef in Sol ecosystem 🥩 - Pretend app chains wouldn’t be acceptable on Sol - That there’s no point scaling integrated blockchains - That Celestia should definitely be

Nick White 🤳✨

@nickwh8te

6 months

I find the monolithic stance that we should just "scale with more cores bro" but also "rollups suck & don't scale" deeply ironic Both CPU cores & rollups are based on the concept of horizontal scaling Both add parallel processing power to the system Cognitive dissonance much?

16

9

59

9

61

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

So let me get this straight: 👉 Eth L2s will perform execution, taking share of fees and majority of MEV 👉 Faster DA layers such as Celestia will eat up the DA fee portion 👉 While Eth is left with the de minimis settlement fees And people are worried about Sol value accrual

7

14

56

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

@tofushit888 @arixoneth The point is - Sol went down because it was getting hit with millions of packets a second, and it’s lack of mempool and other controls just overloaded the validators memory until 33% went offline and the chain halted On polygon, Sandeep says turn the chain off and it happens…

5

57

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

1 year

Eth is failing rn Not because of high fees, that is just the symptom The L2 thesis is what’s failing ‘Everyone will move to the L2s’ ‘Bridging is simple’ ‘Liquidity won’t be siloed’ Users want to interact on a monolithic chain Some are so desperate for this, they’ll pay $250

Nypam

@n_y_p_a_m

1 year

@0xMQQ What the actual fuck...

8

5

50

7

10

57

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

6 months

@_Flayzzz Stop posting pics of it if you actually want it to stop

1

0

57

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

11 months

@UncleRewards $ETH: Interested in enriching token holders at the expense of users and devs $SOL: Interested in enriching dev and user experience at the short term expense of validators Guess which one scales to a global audience

6

1

55

Sol Beach Bum | X🔥💃🏻

@SolBeachBum

4 months

@Bluntz_Capital People pay money for this??? So Sol to nuke for rest of the year despite: - Firedancer mainnet - Breakpoint in September - Rates cuts - Global liquidity about to 🚀 - Memecoin super cycle - Eth ETF, BtcD topping and start of alt rally - Presidential elections with both

10

0

57