Seraphim

DAS observation:
private equity in crypto is about to take off
some funds are raising money from UHNWI to buy web2 firms and put them
on blockchain rails
some will be buying crypto companies that didnt deliver for years

what people dont realise is that solana is extremely performant but also decentralised
with MCP in the works it’s about to become the most performant decentralised chain
this will make it the go to distributed ledger for tvl, trading, agentic payments across east and west

no one is expecting perps on solana to take off but it’s the only eco apart from hype that can pull it off
top teams on solana are ex citadel, jump, jane st etc and are killing it on spot execution for sol, eth, btc on solana
perps are next

get the fucking money
solana

solana can flip ethereum in stablecoin supply within 1 year
all it takes is for 1 chinese megawhale to migrate their USDT and USDC from evm
to solana lending mkts
once they realise solana is censorship resistant and decentralised they will stay and bring others
very doable

two big defi verticals for solana:
1. lending
2. trading
for a vibrant lending market you need two things:
> highly scalable yield opps on one side (rwa credit, sUSDe, fixed rate loans vs btc)
> ample USDT and USDC supply
the latter is the toughest to find. if you supply >100m USD across lending venues, we are open to chat
for trading you need:
> new games to trade. this can be perps on venezuelan stocks, spaceX ipo prediction mkt, options, pennystocks etc
> market makers
the former is where creativity comes in. very open to experimentation here
in 2026 we will really crack both and it will

for solana to win it needs to push distribution
distribution comes from:
- partnerships with existing distribution centres (cexes, wallets)
- new asset classes (pump, perps, prediction mkts)
- direct relationships with large traders (if you are one, dm me)
all 3 are worked on

you cannot make it in crypto if you are an all american team without asian gtm in 2026
extreme localisation is a reason to not invest

the defi lending space is about to evolve drastically
the next 100-200B in growth will come from fixed income instruments backed my custodian collateral with tier 1 tradfi borrowers
only 1-2 projects are offering this rn

why are Manhattan roads full of potholes like it’s a warzone
i thought this is the greatest city on earth

to serve is to rule

key to success is being a cheeky lil bastard

be a high signal person
whatever u say should be entertaining or informative
oversharing is low T

kyc is becoming obsolete
long live permissionless finance

classic nyc laundry stuff
paid @Rinse to do next day delivery, and the delivery guy just decided to not arrive
when am i getting my clothes bruv, is this a scam

literally no one cares about the ethereum manifesto