All the happenings on Solana, from NFT's to Defi to rugs. Compiled weekly to get you the information you need to understand the big picture. thomasbahamas.substack.com
Solana news and commentary, but slowed down to a weekly timeframe.
1. Intro* Thomas welcomes listeners, positions episode as an “alpha drop” on gaming.* Introduces Jorge, a leading voice for Solana gaming and marketing strategist inside the Solana Foundation.2. Why Web3 gaming is finally real* AAA & indie teams have been building since 2021 fund-raise phase; quality titles simply take 3-6 years.* Solana now hosts every genre: AAA (Star Atlas), mid-core (Aurory, Decimated), mobile (Honeyland).* Light at the end of the tunnel: playable builds, user-ready economies, not just white-papers.3. Solana's differentiation for games* Ultra-low fees let studios place gameplay-critical actions (fueling a ship, item craft, marketplace swap) directly on-chain.* Near-instant finality = seamless UX; devs can read on-chain user behavior to fine-tune economies.* Global payments and provably scarce assets remove grey-market risk (eBay skin scams, black-market key reselling).4. The new Gaming on Solana initiative* Mission: aggregate content, surface hidden gems, spotlight devs & streamers.* Weekly Twitter Spaces (+ recorded pods) with founders & players.5. Solana Game Pass alpha* Four-week mint window (Magic Eden) – open entry, no FOMO drop games.* Questing system that retro-rewards late minters so nobody misses out.* Prize pool funded by studios and infra partners (Solflare, Boom, Gamer, Beam, Play Solana, etc.).* Mirrors Xbox/PSN language to avoid NFT jargon and lower friction for mainstream gamers.6. Tackling gamer skepticism* Early “play-to-earn Ponzinomics” poisoned the well; Solana message is fun first, ownership optional.* Blockchain benefits framed in gamer terms (true item ownership, fair markets, instant global payouts).7. Compliance & tooling conversation* Jorge stresses need for legal teams & CFOs in Web3 startups.* Both speakers highlight emerging tax software (e.g., Wakeyn) to wrangle 50k+ on-chain TXs.* Regulatory clarity in US improving; Solana's low-cost chain uniquely positioned for broad retail adoption.8. Outlook & Events* “On-chain super-cycle”: transaction growth > price hype.* Content blitz planned for Accelerate NYC (May 22) – full camera crew capturing live demos, dev interviews.* Breakpoint Abu Dhabi (Dec) to showcase Game Pass results & 2025 road-map.9. Parting wisdom* Jorge: “Shout-out to every builder who weathered the storm—your badge of honor is forged in steel.”* Thomas: encourages listeners to subscribe, leave reviews, and “shield your bags…work for them.”Resources & Links* Mint the Solana Game Pass: (Magic Eden, 3 pm EST launch)* Gaming on Solana Twitter: @gamingonsolana (weekly Spaces, quest updates)* Featured studios: Star Atlas • Aurory • MIXMOB • Honeyland • Decimated • Ian Heroes* Tools mentioned: Solflare wallet • Beam payments • Wakeyn Tax • Meteora LaunchpadCall to Action* Subscribe & Review Solana Weekly on your favorite podcast app.* Mint a Game Pass and complete quests to support early Solana games.* Join the community: follow @gamingonsolana, hop into Tuesday Spaces, and meet Thomas & Jorge at Accelerate NYC. Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe
In this insightful follow-up interview, Omar from AgriDex returns to share the company's impressive progress since their last appearance. Omar details how AgriDex is revolutionizing global agricultural trade by providing instant, low-cost settlement through blockchain technology on Solana.The conversation covers AgriDex's successful token launch, their expansion initiatives across Africa, and their innovative approach to tokenizing agricultural trades rather than physical crops. Omar explains how they're addressing the $18 billion trade finance gap in African agriculture while building a platform that abstracts blockchain complexity for traditional businesses.Thomas and Omar discuss the formation of the Solana RWA Council, regulatory developments in the US and UK (including AgriDex's presentation to UK Parliament), and the contrast between speculative market movements and building lasting real-world utility.This episode offers a fascinating look at how blockchain technology is solving genuine problems in global agriculture, providing financial tools to underserved farmers, and creating sustainable financial instruments beyond the hype cycles of crypto.Highlights:How AgriDex reduces cross-border settlement fees from 3-6% to less than 0.5% with instant transactionsThe company's expansion through Africa, including partnerships with agricultural ministriesTheir unique approach to tokenizing trades between parties rather than physical assetsWinning Stand With Crypto's competition for best UK use case and presenting to ParliamentFormation and vision of the Solana RWA Council for promoting real-world asset applicationsCreating financial instruments that help farmers while providing stable yields for investorsBalancing token price performance with long-term business buildingWebsite: agridex.comsolanaweekly.io/episodes for more Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe
In this exciting episode of Solana Weekly, host Thomas Bahamas welcomes back Joshua from Solayer to discuss groundbreaking advancements in blockchain scalability through their latest innovation, InfiniSVM.Episode Highlights:
In this episode of Solana Weekly, host Thomas sits down with Gus Marquez from Parcl to explore how they're revolutionizing real estate investment on the Solana blockchain.Episode Highlights:Discover how Parcl creates synthetic exposure to real estate returns through data-driven indexes without tokenizing physical propertiesLearn about Parcl Labs, which indexes every home in the U.S. and provides institutional-grade dataExplore the inefficiencies in traditional real estate markets and how Parcl addresses themUnderstand the advantages: 18 basis points transaction costs vs. 2-5% for physical real estate and leverage up to 50xHear why Solana was the perfect blockchain for Parcl's visionAbout the Guest:Gus Marquez is part of the team at Parcl, working to make real estate investment more accessible and efficient by bringing it on-chain. Parcl allows users to long or short specific real estate markets with none of the maintenance headaches of physical ownership.Key Moments:The founders conceived Parcl during COVID while observing migration trends, inspired by the lack of tools to short real estate markets. After several iterations, the current V3 platform offers sophisticated risk management and daily price updates based on extensive data aggregation.Whether you're saving for a home while tracking market returns, hedging property value for retirement, or seeking investment diversification without property management headaches, Parcl offers a compelling solution for both retail and institutional investors.Visit parcl.co to learn more, and look for parcllabs.com launching soon with institutional-quality real estate reports.This episode is for informational purposes only and does not constitute financial or investment advice.More at solanaweekly.fun/episodes Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe
Podcast Show Notes: Solana Weekly with Aly from Blockchain Founders FundHost: Thomas BahamasGuest: Aly Madhavji, Managing Partner at Blockchain Founders FundDate: March 19, 2025Overview: In this episode of Solana Weekly, Thomas sits down with Aly Madhavji, a seasoned investor and managing partner at Blockchain Founders Fund, to explore the investment landscape of crypto, with a deep dive into Solana's ecosystem. Aly shares insights from his eight years of experience, discussing market cycles, investment strategies, and emerging trends in Web3, including tooling, real-world assets (RWAs), fintech, and the intersection of AI and blockchain.Key Discussion Points:* The Crypto Market Rollercoaster* Aly reflects on the volatility of crypto markets, referencing recent events like Trump's announcements causing 25% surges followed by sharp declines.* “There are no days off in crypto,” Aly notes, highlighting the fast-paced nature of the industry.* Investment Philosophy: Founders First, Themes Second* Aly emphasizes investing in exceptional founders who bring world-class practices to crypto, even if their focus isn't his top thematic priority.* Key investment themes:* Infrastructure: Early bets like Solana at 18 cents showcase the potential of Layer 1s, though Aly sees diminishing returns for new L1s. Innovations like Bearchain's proof of liquidity still intrigue him.* Tooling: A critical gap in Web3, with inefficiencies plaguing developers. Companies like Uniblock (API aggregation) and Validation Cloud (node infrastructure) are solving real problems.* Real-World Assets (RWAs): From advising Polymath eight years ago to seeing BlackRock's Larry Fink push tokenization, Aly sees RWAs gaining traction, with startups like Zoth (on-chain yields) and Asterism (RWA infra) leading the charge.* Fintech & Payments: This cycle features profitable companies, a shift from past bull runs. Stablecoin payments and remittances are ripe for growth, with examples like Mastercard settling a third of transactions on a private blockchain.* The State of Solana* Aly praises Solana's rise, noting its speed and user base make it a focal point for builders. Every company now considers a “Solana strategy.”* The recent U.S. strategic reserve announcement including Solana underscores its growing prominence.* Challenges in Crypto Investing* Value Extraction vs. Value Creation: Aly critiques short-term “cash grab” token launches and meme coin hype, advocating for sustainable businesses that grow the pie for everyone.* The Death Spiral: Poorly executed token launches can tank even great companies, a phenomenon Aly calls the “death spiral.”* Retail Fairness: Aly pushes for retail investors to access deals at VC prices, citing platforms like Echo and CoinList as steps toward democratization.* VC Process Unveiled* Blockchain Founders Fund reviews 300–500 companies monthly, sourced from events, online submissions, and a network of 410 funds.* Quick filtering (deck reviews in minutes) narrows the pool, followed by calls and a rating system assessing traction, team, and value-for-money.* Aly's tip for founders: Nail your pitch in 11 seconds, 30 seconds, and 90 seconds—anything longer risks losing interest.* Emerging Trends & Innovations* AI & Blockchain: Hype around AI agents is overstated, but legitimate projects like Virtuals show promise.* Decentralized Systems: Aly highlights Unit Network, which tokenizes business ownership with transparent treasuries, and DEAN, a decentralized insurance network—both vital for a hyper-decentralized future.* Meme Coins with Substance: Could real businesses disguise themselves as meme coins for fun and fundamentals? Aly sees potential in this hybrid model.* Long-Term Vision* Aly's 10-year fund horizon reflects a belief in building enduring companies, not quick flips. He contrasts this with short-term token funds and founders vesting in a year.* “Great things take time,” Aly says, urging focus on consistent progress over flashy launches.* U.S. Crypto Renaissance* Dropped lawsuits and lighter regulations are revitalizing the U.S. crypto scene, keeping talent stateside and reversing the exodus seen in places like Canada (Ethereum's origin).Guest Contact:* Twitter/X: @Aly_Madhavji* Website: Blockchain Founders Fund* Aly welcomes startup pitches—submit via the website or reach out directly!Closing Thoughts:Thomas wraps up with gratitude to Aly for shedding light on crypto investing and a call to listeners to subscribe, review, and shill their bags. “This isn't financial advice, but let's accelerate and get this bag!” Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe
Dive into a dynamic conversation with Swervor, core contributor to WEN, exploring Solana's evolution from early NFT mania to meme coin ecosystems, the importance of community, and WEN's unique journey from the largest community airdrop on Solana to becoming a global brand. Key Discussion Points* NFTs & Solana's Early Days* The 2021-2022 NFT craze on Solana (e.g., Okay Bears, SMB, Degen Apes) and its role in stress-testing the network.* Shared nostalgia for mint days, community bonding, and the cultural shift toward utility-driven NFTs.* How NFT communities laid the groundwork for Solana's resilient, tight-knit ecosystem.* WEN: From Airdrop to Brand* The fairest airdrop in Solana history: 70% of WEN tokens distributed evenly to 1M+ wallets, including Saga phone holders, NFT communities, and Jupiter users.* Fractionalizing a poem (as an NFT) into a meme coin using Token-2022.* WEN's pivot to building a mainstream IP: Merch, games, and partnerships targeting cat lovers globally.* Solana's Community Edge* Why Solana's community-first ethos outperforms competitors (Ethereum, Monad).* Shared trauma (FTX collapse, network outages) and how it strengthened loyalty.* Toly (Solana co-founder) and leadership's hands-on involvement in fostering growth.* Future of Meme Coins & NFTs* Predictions: A return to quality projects post-Pump.Fun saturation.* Why WEN is positioned for longevity (treasury funding, real-world branding).Notable Quotes* “Solana's community is its superpower—you can't fake years of shared trauma and trust.”* “WEN isn't just a meme coin; it's a love letter to Solana's ethos of fairness and innovation.”Actionable Takeaways* For builders: Prioritize fair distribution and community alignment (à la WEN's airdrop).* For traders: Watch for projects blending memes with real-world utility (e.g., WEN's merch/game partnerships).* For degens: Nostalgic NFT seasons might return—stay plugged into communities like Tensorians or SMB.Follow on X:@solanaweeklypod@wenwencoin@theswervorEpisode show notes and more at solanaweekly.fun Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe
Davide from Neon Protocol joins Thomas to discuss Neon's latest mainnet release, repositioning as a Solana Network Extension, and how it simplifies EVM compatibility for Ethereum developers. Learn how Neon eliminates friction for users, enables Solana wallets like Phantom for EVM apps, and unlocks new opportunities for DeFi, AI, and meme coin projects.Key Topics Discussed:Neon's Repositioning as a Solana Network ExtensionTransition from being perceived as an L2 to a native Solana extension.Unified user experience: Solana wallets (e.g., Phantom) now interact directly with EVM apps on Neon.Technical Upgrades & User BenefitsSolana Signature SDK: Allows Ethereum developers to deploy protocols on Solana with minimal front-end changes.No asset bridging required; gas fees paid in SOL.EIP-1559-style fee structure for predictable transaction costs.Ethereum Developer AdoptionNeon enables Ethereum protocols to tap into Solana's user base without rewriting code in Rust.Focus on bringing battle-tested DeFi primitives (lending, DEXs) and meme/AI projects to Solana.Composability & Future RoadmapComposability V1: Already integrates with Solana DEXs (e.g., Orca, Raydium) for liquidity.Composability V2: Upcoming support for atomic transactions, flash loans, and cross-protocol liquidations.Market OpportunitiesSolana's growing dominance in user activity, volume, and developer interest.Neon's role in attracting EVM chains (e.g., Base) and upcoming L1s (Monad, Berachain) to Solana.Key Takeaways:For Users: Access EVM apps on Solana without MetaMask or bridging.For Developers: Deploy Ethereum-tested protocols on Solana in days, not months.For Solana: Reduced fragmentation and expanded use cases via EVM compatibility.Relevant Links:Neon Protocol: neon-labs.orgSolana Weekly: Website | TwitterFollow the Show:Subscribe on Apple Podcasts, Spotify, or your favorite platform.Leave a review to support the podcast!Disclaimer: This episode is for informational purposes only and does not constitute financial advice. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
In this episode, we dive deep into the future of cities with Magellan from Maps.fun, a groundbreaking platform that's revolutionizing how communities interact with and improve their cities through blockchain technology.Maps.fun serves as a launchpad for cities to launch their own tokens and build self-governing communities. The platform helps bridge the gap between online communities and real-world impact, with features like geographically restricted token sales ensuring local community involvement.Key topics covered:• How Maps.fun evolved from earlier projects like CityDAO and CityCoins• The mechanics of city token launches and community governance• Why smaller cities might be the perfect testing ground for this technology• The vision for transitioning from "cloud communities" to real-world impact• How city tokens could revolutionize municipal funding and community organizationSince launching three weeks ago, Maps.fun has already onboarded two major cities (New York and San Francisco) and received interest from 50+ communities worldwide. Their goal? 50 active city DAOs within six months, with half becoming physical communities within a year.Whether you're interested in blockchain technology, urban development, or community organization, this conversation offers fascinating insights into how web3 could reshape our cities and communities.Follow Maps.fun: X: X.com/mapsdotfunx.com/solanaweeklypodNone of this is financial advice, but we hope it's all alpha.
Join us for an insightful conversation with Luca from Ambient, who shares how they're building the world's largest decentralized environmental monitoring network on Solana. Learn about their groundbreaking approach to air quality monitoring, combining blockchain technology with real-world sensors to create a more transparent and rewarding ecosystem.In this episode, we explore:• How Ambient manages 8,000+ sensors worldwide• Their innovative reward system for sensor operators• Partnerships with major brands like KFC and Best Western• The upcoming launch of their $190 outdoor sensor• Their expansion into the Indian market• The future of environmental data collectionDiscover how Ambient is transforming environmental monitoring by incentivizing community participation while providing crucial data for urban planning, property valuation, and public health initiatives.Guest: Luca from AmbientHost: ThomasWebsite: ambient.networkTwitter: x.com/ambientnetworkDon't forget to subscribe for weekly updates on the latest developments in the Solana ecosystem!Note: This content is for informational purposes only and should not be considered financial advice.Show notes: solanaweekly.fun/episodes This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
In this episode of Solana Weekly, host Thomas welcomes Anas, co-founder of FlashTrade—a high-leverage decentralized exchange on Solana. They explore how FlashTrade's “pool-to-peer” model lets users trade up to 100x leverage or act as liquidity providers. Hear how new meme coins, tokenized real-world assets (like stocks and metals), and FlashTrade's innovative NFTs (called “Beasts”) shape the future of on-chain trading.What You'll Learn• FlashTrade 101: How a pool-to-peer DEX model ensures slip-free trades and offers up to 100x leverage.• DeFi Meets Meme Coins: Managing high-volatility tokens (like Trump) and listing assets quickly.• Real-World Assets on Solana: Why tokenized stocks, commodities, and currencies are the next big frontier.• NFT Utilities: How FlashTrade's Beasts evolve, reward participation, and tie into an upcoming token launch.• User Experience & Onboarding: How email-based wallets and a 3-click process simplify DeFi for everyone.Key Moments• [00:02:13] Introduction to Anas and FlashTrade's core mission• [00:05:25] Overview of pool-to-peer liquidity and market making• [00:09:45] Handling meme coin mania & network congestion• [00:14:30] Tokenizing traditional stocks, gold, and forex pairs• [00:19:10] Building on Solana vs. other chains: speed, cost, and UX• [00:22:45] Deep dive into FLP tokens and the role of liquidity providers• [00:26:30] The Beasts NFT collection—evolution, perks, and protocol revenue sharing• [00:31:40] Future of FlashTrade: Spot trading, scaling announcements, and moreConnect with FlashTrade• Website: flash.trade• Twitter: x.com/flashtradeFollow Solana Weekly• Subscribe: Apple Podcasts, Spotify, or your favorite podcast app• Twitter: x.com/solanaweeklypodmore notes: solanaweekly.fun/episodes This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
In this explosive episode, we dive deep into two transformative developments in crypto: the unprecedented launch of Trump's presidential memecoin and the innovative tokenization of Colombian coffee trade. Our guest ApeDude breaks down how Trump's $70B token launch just days before inauguration has fundamentally changed crypto's legitimacy and explores what this means for the future of political fundraising, government adoption, and mainstream acceptance.We then explore Real World Arabica's mission to revolutionize the $5B Colombian coffee industry through blockchain technology, making premium coffee more accessible while improving conditions for farmers.Key Topics:The implications of the first presidential memecoinHow Trump's token changes crypto's legitimacy foreverThe future of political fundraising through tokenizationBringing Colombian specialty coffee to the blockchainCreating crypto-friendly farmer associationsThe next generation of crypto-native commerceWhether you're a crypto enthusiast, political observer, or coffee lover, this episode offers unique insights into how blockchain technology is reshaping both politics and traditional commerce.Guest: Ape Dude (@rwarabica) Host: Thomas Bahamas (@thomasbahamasfi)Note: This episode contains several discussions about cryptocurrency and politics. Nothing in this episode constitutes financial advice. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
Maurice from Lulo joins us to discuss how their protocol is revolutionizing crypto savings and personal finance with stablecoins. We dive deep into how Lulo achieves consistent double-digit yields through smart routing across DeFi protocols, while maintaining security and transparency.Learn about:How Lulo works and achieves higher yields than traditional banksThe importance of saving in crypto and building sustainable wealthSecurity measures and risk management in DeFi lendingThe future of crypto savings and upcoming Lulo developmentsWhether you're new to crypto or a seasoned veteran, this episode offers valuable insights into building a better financial future through DeFi. From discussing the protocol's impressive growth to its mission of making crypto savings accessible to everyone, Maurice shares Lulo's vision for the future of personal finance.Guest: Maurice (@Mauricedotxyz) Host: Thomas Bahamas (@thomasbahamasfi)Platform: lulo.fiMore info at https://solanaweekly.io/2025/01/09/lulo/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
Join Thomas and Caitlin from Moonwalk as they break down how this innovative platform is helping users build lasting healthy habits by putting their money where their health is. From daily step goals to high-stakes competitions, learn how financial incentives can transform your fitness journey and you can finally forget about New Years Resolutions that don't stick. Get practical insights on: - How Moonwalk's incentive system drives behavior change - Why small daily actions lead to massive health benefits - How users are doubling their daily step counts - The power of community accountability - Future features coming to iOS and Android Guest Caitlin (@deadcaitbounce) shares insider stories from Moonwalk's growing community of thousands of users, including life-changing transformations and how users put up anywhere from a few dollars to 100 SOL are achieving their health goals. Perfect for anyone looking to build sustainable healthy habits through innovative accountability systems. I've personally doubled my daily step count since using Moonwalk and love seeing how the platform continues to evolve. I hope you enjoy this conversation as much as I did! Show links: @moonwalkfitness @solanaweeklypodsolanaweekly.io/episodes This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
Join Thomas and tax expert Matt from Crypto Tax Made Easy as they break down everything you need to know about crypto taxes. From DeFi transactions to NFT tax implications, learn how to stay compliant while optimizing your crypto tax strategy.Get practical insights on:- Why most tax software gets it wrong- Best practices for transaction tracking- Smart tax loss harvesting strategies- How to handle NFTs and CNFTs- Future of crypto taxation and AIGuest Matt (@CryptoTaxSucks) shares insider tips from helping 500+ crypto traders navigate their taxes, including common pitfalls to avoid and how to prepare for increased IRS scrutiny.Perfect for crypto traders and investors looking to understand their tax obligations and optimize their strategy.I learned a ton from Matt and really enjoyed chatting with him.I hope that you do as well!Show links:cryptotaxmadeeasy.comsolanaweekly.io/episodesNot financial advice. Always DYOR. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
Tristan (@Tristan0x) is the founder of Zeta and chief architect of Bullet, a Layer 2 solution on Solana. In this conversation, we dive deep into how they're pushing the boundaries of on-chain trading by building infrastructure that achieves 5ms latency while maintaining decentralization and transparency.More detailed show notes and more at solanaweekly.ioConversation Points:Origin story of ZetaWhy build an L2 on SolanaHow Bullet achieves 5ms tradingFuture of decentralized tradingZK proofs and transparencyMeme coin trading infrastructureInnovation in market makingUser experience improvementsSocial Media:Twitter: @Tristan0x, @bulletxyz_,@zetamarketsTimestamps: [00:00] - Introduction [05:45] - Solana's State Weighted QoS [18:28] - The Innovation of ZetaX [25:32] - Building on Solana [30:21] - Future Development [40:18] - Closing ThoughtsKey Quotes: "We don't want another FTX. We want to build an autonomous system that people can trade that they can experience free markets on." This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
Join us for a deep dive with Josh from Solayer Labs as we explore how they're revolutionizing Solana's infrastructure through restaking. From their innovative approach to transaction throughput to their groundbreaking T-bill backed stablecoin (sUSD), discover how Solayer is creating new opportunities for both protocols and users.Learn how Solayer's unique take on restaking differs from Ethereum's EigenLayer, offering higher yields through multiple staking layers while solving real infrastructure challenges on Solana. Josh breaks down complex concepts like stake-weighted QoS and explains how they're helping dApps secure reliable transaction throughput without running their own infrastructure.Key topics:Evolution of staking on SolanaHow restaking improves capital efficiencyThe innovation behind sUSD stablecoinFuture of L2s and rollups on SolanaPartnerships with Sonic, Bonk, and other protocolsWhether you're a developer looking to improve your dApp's performance or an investor interested in new yield opportunities, this episode offers valuable insights into the future of Solana's infrastructure.Find Solayer at solayer.org or @SolayerLabs on Twitter. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
Episode OverviewJoin Thomas as he sits down with Ryder Havdale, CEO/Founder of HIO Music, to discuss how they're transforming music streaming on Solana with a platform that prioritizes artist compensation and community engagement.Key Topics & TimestampsRyder's Journey & HIO's Origins [00:01:50]* From web developer to musician with Broken Social Scene* Personal experience with streaming payouts* Identifying transparency issues in current streaming modelsThe HIO Difference [00:03:40]* 100% of subscription revenue goes to creators* Current catalog of 6M+ songs, expanding to 100M* Direct artist uploads and minting on Solana* Comparison to traditional streaming platforms' payment modelsPlatform Features [00:05:15]* In-app merch sales capabilities* User-generated content integration* Community engagement rewards* Upcoming social feed and artist-fan interaction featuresSolana Integration [00:09:30]* Why they chose Solana over other blockchains* Integration with Solana Mobile/Saga* Benefits of blockchain technology without complexity* Making Web3 accessible to mainstream usersUpcoming Features [00:31:20]* Pre-release capabilities* Ticketing integration* Live show recordings* Direct artist-fan messaging* Playlist import functionalityToken Launch & Community [00:34:00]* HIO token utility and rewards* Community engagement incentives* Airdrop plans for early users* Platform growth strategyNotable Quotes"Our mission is to get a billion creators paid. It's not about onboarding a billion people to Web3, it's about actually getting creators paid." - Ryder HavdaleTeam Highlights* Recent addition of Arabian Prince (NWA founding member) as Chief Innovation Officer* Collaboration with George Brown University on music discovery AI* Partnership with Merge RecordsWhere to Find HIO Music* Website: heomusic.com* Twitter/X: @hiomusic* Instagram: @hiomusicforever* Available on Apple App Store, Google Play, and Solana SagaLooking Forward* Token launch coming within next few weeks* Major platform updates incoming* Expanding catalog and feature set* Focus on building creator-fan relationships This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
Episode Overview: B Tuck provides A deep dive into how Golf'n is bringing Web3 technology to the golf world, combining NFTs, community engagement, and real-world utility through their upcoming mobile app.00:00 Introduction to Solana Weekly 02:54 NFTs and Community Dynamics 07:26 BTuck's Journey: From NBC to Solana 11:51 The Future of Golf'n App 19:26 Golf'n Features and Community Engagement 21:19 NFTs and Collectible Card Game Component 39:44 Trading and Golf: Mental Game Parallels 43:03 Embracing the Fun in Golf 46:01 Balancing Golf and Family Life 51:02 Building a Sustainable Web3 Golf App 55:48 Golf to Earn: How It Works 58:38 Monetizing the Golf'n App 01:05:40 Dream Golf Courses and Travel 01:10:17 The Role of DAOs in Golf 01:14:59 Advice for New Crypto Enthusiasts 01:20:49 Conclusion and Final ThoughtsPlease subscribe, rate, review. x.com/solanaweeklypodx.com/brandontuckerx.com/golfnappsolanaweekly.io for more! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
In this episode, we dive deep into the evolving world of stablecoins with Eno, co-founder of ISC (International Stable Coin). From innovative yield strategies to global adoption challenges, this conversation covers everything you need to know about the future of stable assets on Solana.
* Introduction to All Domains and Digital Identity* All Domains is bringing identity to Solana wallets* Domain names are alternative, human-readable wallet addresses* Domains are crucial for simplifying transactions and reducing errors* All Domains views domains as more than just wallet addresses; they're digital identities* Comparison with Other Domain Services* Discussion of ENS (Ethereum Name Service) and its impact* Comparison with Bonfida's .sol domains* All Domains' approach: renewable domains vs. permanent ownership* Features and Partnerships* Integration with multiple blockchains (multi-chain approach)* Partnerships with various projects (e.g., Eclipse, Sonic, Monad)* Collaboration with Wormhole for cross-chain functionality* Use Cases and Future Potential* Domains as gamer tags and social media handles* Potential integration with payment systems and real-world applications* Discussion on the future of crypto payments and adoption* Unique Aspects of All Domains* Yield generation on certain domain types (e.g., .solana domains)* Custom domains for different communities and projects* Hybrid domains bridging Web2 and Web3* NFTs and Meme Coins* Brief discussion on the current state of NFTs* Mention of popular meme coins (e.g., Bonk, PopCat)* Personal Insights* Jesse's experience involving her son in the Web3 space* Discussion on portfolio construction for kids in crypto* Balancing work, travel, and family in the Web3 industry* Breakpoint Conference Highlights* Impressive developments in Solana gaming* Increased involvement of traditional finance companies (e.g., PayPal)* Closing Thoughts* Importance of securing digital identities for the future* Encouragement for listeners to explore and adopt domain names This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we will be entering the trenches this week and trying to make sense of them. You can't avoid it, the memecoin warfare is in the trenches. Join us anon and let's figure this out.First a shoutout to the Drip.Haus users for tuning in, and shout out to Papa Bearded for the recent note. Let's grow a beard and hit the trenches harder than ever hit before. Now a quick note to everyone on Drip.Haus, I've airdopped you some coins. I used airship. Go to airship.helius.dev and go to “view your compressed tokens.” I got the Cali tokens for mentioning them on the show, so quick shout out to them. Also a quick sponsor note, I want to give a shout out to the Solana Wall team. They have a presale going on right now and you can join in at solwall_token. Solana is at $155.30 -SolEth - .0592 - up endlessly and will continue until a Vitalik blog is readable.SolBTC - .00228 - BONK - sitting at .00002423, 2.25 billion market cap and pumping. Loving the energy of the Bonkers on Twitter and they just got their ETP passed and it already has over $48 million dollars worth purchased. Overall the market is pumping and we are setup for some fireworks. We're seeing those fireworks happen mostly on memecoins and we are going to dig right in.Murad - We've got ourselves a memecoin Jesus and he actually makes a lot of sense. Memecoins are not a vampire attack against crypto tech. They are a vampire attack against crypto tech tokens.4 types of coins BTC - store of value, stable coins, coins that produce revenues that produce cash flows, tokenized mini religions.Pumpfun - where tokens get launched, once they hit 50 or 60k, they get released and graduate to raydium.Moonshot - newer token launcher, similar but seems to have some rewarding for the top holders of a coin with Airlock.The software stack: Telegram, telegram bots, group chats.Bonkbot - great bot, interacts directly with contracts and super user friendly. Also going non custodial.Bullx - telegram bot also, but connects to a webpage that you can see graphs, set limit orders and research really clearly. This has been my favorite.MEV - bonkbot does this automatically and jupiter does, but Bullx you need to turn this on. Chart by market cap - we don't look at the token price anymore, it's all by the market cap. Graduates from pump.fun at 50k, it's going to 100k, I guess it's science.These coins act like leverage. That momentum can shift in an instant. Knowledge part is the hardest for me. Anyways, let's see where this is going, find some cult tokens and take a stab. They are all super risky, so have some bankroll management, none of this is financial advice, and have some fun. Don't get caught up in the gamble.I've been thinking a lot after my last interview with Daria and I want more! That was a lot of fun, got out of my comfort zone and learned a lot from it. If you have any interest in joining, reach out at info@solanaweekly.io or shoot me a dm. I've started reaching out to a few different protocols/ people that I think are awesome in the space and want to keep it going. I've upped the marketing efforts from 0 to 1, so let me know if you like this direction and if it starts sucking let me know. I opened an instagram account, a tiktok account (still don't know how that works) and I started a telegram channel t.me/solanaweekly where I'll be posting some of my research and shownotes.Thank you all for joining in, this is Thomas Bahamas wishing you another great week. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly. We did it, we got an interview with Daria from Neon and I'm pumped to release it!1. Introduction and Opening Jingle• “It's Another Week on Solana”: An upbeat intro song setting the stage for the episode with guest Daria from Neon.2. Meet Daria from Neon• Guest Introduction: Daria, Developer Relations at Neon, shares her role and Neon's mission to onboard EVM developers to Solana.3. Understanding Neon: EVM Compatibility on Solana• Building ETH Native Apps on Solana: Discussing how Neon allows developers to deploy Ethereum-native apps on Solana using existing codebases.4. User and Developer Perspectives• Interacting with Neon via MetaMask: Exploring how users use Neon with MetaMask and the Neon gas token.• Developer Experience: Insights into deploying apps on Neon and the minimal differences compared to Ethereum.5. Neon vs. Layer 2 Solutions• Network Extension Rather Than L2: How Neon differs from traditional Ethereum L2 solutions and serves as a network extension for Solana.6. The Impact of Solana's FireDancer on Neon• Enhanced Performance with FireDancer: Discussing how FireDancer benefits Neon by increasing transaction speed and throughput.7. Neon's Ecosystem and Points Program• DApps on Neon: Highlighting popular applications like Ice Cream Swap• Incentivizing Activity: Introducing Neon's Points Program that rewards users for engaging with the ecosystem.8. Neon's Expansion to Bitcoin• Bringing EVM to Bitcoin L2: Exploring Neon's collaboration with projects like Yona to enable EVM compatibility on Bitcoin through Layer 2 solutions.9. The Future of Interoperability• Bridging Blockchains: Discussing the importance of interoperability and how Neon facilitates interactions between EVM and Solana.10. Developer and User Experience: Solana vs. Ethereum• Comparing Ecosystems: Examining the differences in user experience and developer tooling between Solana and Ethereum.11. The Role of AI in Development• AI as a Productivity Booster: Delving into how AI tools like ChatGPT and Replit impact programming and developer efficiency.12. Navigating Crypto Regulations• Regulatory Landscapes: Sharing thoughts on crypto regulations in different regions and their effects on developers and users.13. Rapid-Fire Questions with Daria• Fun Insights: Light-hearted questions covering topics like participating in crypto culture, working remotely, and personal interests.14. Building in Bull and Bear Markets• Preferences and Strategies: Discussing the pros and cons of building during different market conditions.15. Cultural Exchange: Italian Food and Wine• Italian Cuisine Discussions: A conversation about Italian dining customs, favorite wines, and cultural observations.16. Closing Thoughts and Upcoming Announcements• Teasing Neon's Big News: Daria hints at a significant upcoming announcement and encourages listeners to stay tuned. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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 L2Next year will be at Abu Dabi and we'll try to make then.Thanks all. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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 coinsThe 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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 - 3.33Pump 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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 3.5Overall, 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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 tearSOLETH: .05201- Up from .0428SOLBTC: .0026790 - up from .00239SOLD - 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 BlinksJup 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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!!!! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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: $133.79SOLETH: .03802SOLBTC: .0208Summary: 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? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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 - flatSolbtc - .0024 - down a bit.Sold - 3.06Bonk mentioned! Jim Cramer calls for a bonk etf with Gary Gensler on live television. Simply amazing.Wormhole staking - EVMRoaring 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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: 169.99SolETH - .045SolBTC.- .00251SOL.D: 3.16 - Sol Dominance, what this 3x.Bonk hitting a new ATH LayerZero officially live on SolanaPayPal 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly!Prices:Sol Price: 168.93Sol Eth: .045Sol BTC: .00245Regulation 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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 .049Solbtc at .0237Government 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 newsGmx coming to sol, big perps dex from arb.VanEck launched a Meme Coin IndexFTX 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
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 mediaAirdrop 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
What's up everyone, it's Thomas Bahamas and you are here for another episode of Solana Weekly! Sol Price - 167.88 SolEth - .04850 SolBTC - .002412 - dipping here, BTC dominance growing.Tensor drop - Let's go, tons of liquidity released on the market. Trading at 1.30, was as high as 1.80.Airdrops soon:KaminoParclSharky just released their token to Madlads and even included gen 2 Monkes! Let's go, token trading at $2 and we got 370 worth. I'll take it.Marginfi drama.SMB's getting life, 0% royalties look good on them I guess.Sanctum continued, they tease wonderland and LST's in general are blowing up.Jup is releasing their own and is distributing all rewards with 0 take, so I'm looking into this more. Also helius is doing the same thing but native stake.Uniswap lawsuit - crazy. Wells notice This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly.Sol Price: 175.98Sol Eth: .05223 Sol BTC: .0025 Overall take on market: Volatility is here. Ups and downs - 205 down to 170's is a pretty big range, we're sitting at the bottom of that range and I'm buying. To the market:W Token - We got the Wormhole airdrop. Hot dog token taking over. Sanctum - INF lst token, potential airdrop. Holding a good amount in this because the yield is over 10% without any leverage.Zeus airdrop today, nim airdrop coming soon, kmno releasing the amount of tokens you get with a pre release price of $.15/ token. I found out that I have something like $500 at this rate and demand a recount.Ores - proof of work mining and crushing the network.Count down to halvening - under 20 days, historically we've seen over 10x's after this event, how do we play it?1.18 features being released.NFT nyc - send wif to 0, no one went to their party and the dancing was amazing.Degraded performance - we hate it, it's coming back.Sbf sentenced to 25 years. Crazy, but you think about all the damage he did to people and yea. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly.Sol Price: 188.79Sol Eth: .0522 Sol BTC: .0026578As always, thanks for showing up and let's have a great week. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly where we discuss what has been going down on Solana in the last week and try to figure out the long term implications. Sol Price: 189.92 - up from 163 last week, but it sure doesn't feel like it. Sol Eth: .05379 - The eth maxis in disbelief as this chart mooned.Sol BTC: .002824 - this is on an uptrend and we love to see it. Bonk Market Cap: 1.5 billion.Solana Price at ATH while the network struggling is also at ATH is something that's happened before. To the market:Meme coins have taken center stage on Solana and have gotten out of hand. FDouble standards of reporting - Solana reports are terrible saying how congested it is, where on Base fees are bullish for demand, it's insane. Defi: Kamino points to an end soon, Parcl points ending soon, I think it's about time we get some more tokens dropped and it seems like that's the case.BonkRewards are coming in thick.NFT's: Dead, bloodbath for NFT's on Solana right now, if you believe in Sol NFT's, here's your dip.Bitcoin NFT's are popping off, thats right it's ordinal season.Protocol of the week: Flexlend - if you have stables, throw them in there and watch the 10-20% yields flow. Token of the week: I could say a memecoin, but I think I'm going to stick with Solana itself, we saw a 160-212 candle, I didn't expect that level of volatility, but this is what we see in a bull market and I'm here for it.As always, thanks for tuning in, like, subscribe, and leave a review if you found this useful. We've got a crazy few months coming up and let's make sure that we get the most out of it. Looking forward to next week, make sure you all get your taxes in and your stables out.Airdrop checker:https://solana-airdrop-checker.solworks.dev/Solanaweekly.io This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com
What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana WeeklySol Price: 163.15Sol Eth: .03943 - down a bit. Bonk/BTC: 2.39 BillionOverall take on market: It's hot. BTC has just been coiling at ATH, about to shoot up, the BTC memers have reached mainstream, Saylor is destroying cable news calling people that save in fiat POOR, the top 30 meme coins are on Solana, meme coins are getting shilled on live tv. This is only the beginning and I'm tingling thinking about the upcoming 10x. Very pre rich.solanaweekly.io This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thomasbahamas.substack.com