idk how anyone does crypto taxes. i'm like 3 out of 10 degen and they are impossible. koinly is dogshit
Brian
2,405 posts
- Those expecting Solana to fade with the memecoin downturn are completely mistaken. Memecoins proved users like the UX and the infra works during high demand. There are 50 app teams building for the next trend. Who knows what gets traction but it will be built on Solana.
- BONK now has a market cap ($32mm) bigger than every Solana DeFi project except Serum🙃
- Maybe it's a good idea for critical wallet software to be open source
- Compare the two most important Solana metrics now vs. last time prices were at this level (dec 23, 2023): SOL REV up 3.8x: 138.8k SOL (Dec '23) -> 527.6k (March '25) App revenue up 8.2x: $16mm (Feb '24; 1st month of data) -> $131mm in March '25 h/t @blockworksres for the data
- Projects have lost any reason to choose ETH over Solana after the 2030 roadmap. Acquiring new ETH users will be extremely challenging from L2 fragmentation and L1 constraints Solana projects have a natural tailwind from new user onboarding. Choose a rising tide. Build on Solana
- SOL current REV: $3bn per year Earnings multiple for growthco: 100x SOL value: $300bn SOL supply: 600mm Implied SOL price: $500 not crazy tbh
- Watch Solana blocks get filled in real time via the Firedancer dashboard: fd-mainnet.stakingfacilities.com
- 1-year growth for Jito: Validators: 50->550 Weekly tippers: 10->50k We were begging users to onboard with all support possible. Now we can't keep up, but the community has organically filled the void It's one of the most rewarding parts of this journey. The Jito community rocks
- Today was fun and exciting for JTO's future. But JTO was only one piece of this puzzle. Dozens of projects have been collaborating for weeks to make this happen. JTO was immediately plugged into Solana DeFi while the network operated seamlessly despite high traffic
- ETH maxi's: SOL can't survive without Foundation delegation Facts: - SOL generates more REAL revenue than any other network. This funds validators - Foundation delegation could disappear with Solana keeping >1k high performing nodes Stop fudding SOL and start building on SOLSolana is #1 in network fees for each of the last 6 months. IBRL
- My 5th Breakpoint but 1st time on stage. See you all one month from today
- Industry would greatly benefit from a crypto-native rating agency like Moody's that can assess protocol risks and project tokenomics. Trust gap is a key barrier to growth
