Solana Weekly

🎙️ Solana Weekly #93 - Watching Whales and Portfolios Go Up With Matias From AssetDash

In this action-packed episode, we dive deep with Matias from AssetDash to explore how they're revolutionizing crypto portfolio tracking and trading. Learn about their groundbreaking Whale Watch feature that's helping traders spot the next big memecoin moves by tracking real whale activity - not bots or fake signals.

Key Discussion Points:

How AssetDash filters real whale activity from noise

$1 maximum trading fees vs industry standard 1%

Why multi-chain portfolio tracking matters

The future of memecoins through 2025

Predictions for Solana ETF approval

The evolution from NFTs to memecoins

Notable Highlights:

Inside look at whale tracking algorithms

Real examples of successful whale tracking trades

How AssetDash found an 80k forgotten portfolio

Why Solana is becoming the home for retail traders

The impact of changing US crypto regulations

Perfect for traders wanting to level up their game, crypto enthusiasts tracking multiple chains, or anyone interested in following smart money movements in real-time.

Guest: Matias from AssetDash Twitter: @AssetDash Website: assetdash.com

Not financial advice. Always DYOR.

More at 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

🎙️ IBRL On Solana With Chris from TitanDex

In this episode, we dive deep into how TitanDex is building the next generation of DEX aggregation on Solana. Chris shares insights from his team's decade of experience in low-latency trading systems and how they're applying that to crypto.

Key Topics:

How TitanDex achieves 81% win rate over existing DEX aggregators

Why Solana sees 80% of trades through aggregators vs ETH's 20%

The team's approach to MEV protection and sandwich attack prevention

Current state of Solana DEX volume ($40B monthly)

Launch timeline and roadmap for 2025

🔍 Notable Discussion Points:

Mathematical optimization vs traditional pathfinding

Meta-aggregation approach with existing platforms

Private beta details and January public launch plans

Future features including portfolio swaps and limit orders

Current market dynamics and meme coin trading impact

💡 Resources:

TitanDex Website: titanindex.io

Connect with Chris:

X: https://x.com/realRockyChung

Connect with Thomas:

x.com/solanaweeklypod

Subscribe to Solana Weekly

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

🌾 Revolutionizing Global Agriculture On Solana

Join Thomas as he sits down with Omar Anwar from AgriDex to explore how blockchain technology is transforming international agriculture. Discover how farmers in emerging markets are saving millions through innovative solutions that cut transaction costs by more than half and reduce settlement times from 65 to 40 days.

In this eye-opening episode, learn how:

Nigerian cocoa farmers are reducing international trade costs from 12.4% to 5.8%

Traditional finance giants like Stripe are betting big on agricultural blockchain solutions

The next generation of farmers is embracing digital transformation

Emerging markets are leading crypto adoption with over 70% participation in some regions

Smart contracts and digital settlements are revolutionizing international trade

Whether you're interested in agricultural innovation, blockchain technology, or the future of global trade, this conversation reveals how real-world applications of Web3 are creating meaningful change in one of the world's oldest industries.

Episode Highlights:

⏰ 00:00 - Introduction & Agricultural Challenges

🌐 15:30 - How AgriDex Works

💡 30:45 - Future of Agricultural Trade

🚀 45:00 - Upcoming Developments

x.com/solanaweeklypod

x.com/agridexplatform

x.com/agridexomar

solanaweekly.io for more!

#SolanaWeekly #Agriculture #Blockchain #Innovation #GlobalTrade

Please subscribe, rate, review.

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 Thoughts

Please subscribe, rate, review.

x.com/solanaweeklypod

x.com/brandontucker

x.com/golfnapp

solanaweekly.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.

🔑 Key Topics:

How ISC is revolutionizing stablecoin yields using the "all-weather portfolio" approach

Why Tron dominates emerging markets and what Solana needs to compete

The real challenges of bringing stablecoins to global adoption

Trading psychology and market insights from a veteran builder

⏱️ Episode Chapters:

00:00 Introduction and Guest Welcome

03:25 The Importance of Stablecoins on Solana

15:20 Challenges and Opportunities in Stablecoin Adoption

27:40 Building ISC and the Journey into Crypto

38:15 Understanding ISC's Collateral and Yield Strategy

52:30 The Future of Stablecoins and Global Adoption

1:08:45 DeFi Integration and Market Strategy

1:15:30 Trading Psychology and Market Insights

1:21:40 Rapid Fire Round

💎 Key Insights:

ISC's unique approach to maintaining purchasing power through diversified assets

Why emerging markets are crucial for stablecoin adoption

The importance of mobile-first experiences in crypto

Expert trading advice for crypto newcomers

🔗 Resources Mentioned:

ISC: https://isc.money

Jupiter: https://jup.ag

Celo: https://celo.org

Etherfuse: https://etherfuse.com

🎯 Best Quote: "Don't update your profit targets - the pain of missing gains is less than the pain of losses." - Eno

👥 Connect with our Guest:

Follow ISC: @isc_money @youknoweno

Website: https://isc.money

🎙️ Connect with the Show:

Host: @ThomasBahamasfi, @solanaweeklypod

Subscribe for weekly Solana insights and interviews.

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

* 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 [email protected] 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 L2

Next 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