my meta take on Solana is that the bull case for Solana making a new all-time high or really being back cannot be the resurgence of meme coins. I just don't think it can be the resurgence of meme coins for Solana.

SpaceX for NASDAQ 100 boost. It joined the NASDAQ 100 on July 7th. Triggering an estimated $4 billion in passive fund buying. It also entered the Russell 1000

South Korea has triggered 5 market-wide trading halts in 2026. Against only 11 such full market halts since the system's 2000 inception.

if they do the airdrop, what I would imagine you would see is on the announcement there would be crazy on-chain volume on SOL because everybody would be thinking about front-running and trying to get some last-minute, like, you know, points or activity on their wallets in.

I'm long hype because I want to convince myself, I want to convince myself that there is some real tailwinds happening in crypto.

I am long Hype and IBM, my only two. Been long IBM for a fucking while now.

everywhere I go, I feel like I'm being convinced to buy Meta... In my view, this CapEx spending gives Meta massive leverage. Compute is as good as cash in this market as there is virtually infinite demand for any compute right now. Meta could tomorrow decide to rent all of its compute to Anthropic or OpenAI.

It's hard to think to yourself that we could have some sustained, you know... It's hard to think that you could have this sustained bear market when there is so much panic and fear and like desperation over the China situation.