The Big Picture

This week we're interviewing Matt Hougan, CIO at Bitwise.

Current market thoughts, 2027 predictions, will price catch up to the fundamentals. 11:00 EST | 16:00 BST every Thursday📬 Subscribe to Newsletter → https://solanafloor.com/🐦 Follow SolanaFloor on X → https://x.com/SolanaFloor 🐦 Follow Jack Dunham → https://x.com/_JackDunham ---🔗 Links 🔗 Solana Floor👉 https://solanafloor.com 👉 https://x.com/SolanaFloor 👉 Newsletter: https://solanafloor.substack.comStay ahead of the curve 🚀 Don’t forget to like, subscribe, and hit the bell to stay updated on all things Solana. Visit us at solanafloor.com for more detailed articles and updates.🚀

This week we're interviewing Kash Dhanda, Jupiter COO and former Superteam Executive on Solana's next 12 months.

We'll discuss:

​➡️ Euphoria is back, can it last this time?

​➡️ The hottest meta of this cycle

​➡️ Fixing DeFi after a brutal year for hacks

​➡️ Jupiter's perps expansion

​➡️ Solana's next 12 months

​We'll close with a rapid-fire round of high level questions & 2027 predictions.

11:00 EST | 16:00 BST every Thursday

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Stay ahead of the curve

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We sat down with Kristin Smith, President of the Solana Policy Institute (and formerly CEO of the Blockchain Association) for her third appearance on The Big Picture to break down what a failed vote actually means starting tomorrow, whether the US can still call itself the "crypto capital of the world" without a federal market structure law, the fight over broadening the Strategic Bitcoin Reserve, the path to onshoring platforms like Hyperliquid, and the ethics debate around Trump's $1.4B crypto income that just got a lot louder.

11:00 EST | 16:00 BST every Thursday

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Stay ahead of the curve

🚀 Don’t forget to like, subscribe, and hit the bell to stay updated on all things Solana. Visit us at solanafloor.com for more detailed articles and updates.🚀

Welcome to The Big Picture, SolanaFloor's weekly livestream at the intersection of crypto, macro, and institutional capital flows.

This week we're joined by Vibhu Norby, Chief Product Officer at Solana Foundation

We cover:

👉 Market Outlook for Q4'26 and 2027

👉 The rise of Meme/stocks

👉 DeFi, vaults, onchain yield

👉 CLARITY Act & Midterms

👉 Solana's institutional growth

👉 Breakpoint 2026 in London

11:00 EST | 16:00 BST every Thursday

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Solana Floor

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👉 Newsletter: https://solanafloor.substack.com

Stay ahead of the curve

🚀 Don’t forget to like, subscribe, and hit the bell to stay updated on all things Solana. Visit us at solanafloor.com for more detailed articles and updates.🚀

Is onchain yield a broken trade? Catastrophic downside for a couple of points over a savings account — or is the whole category just mispriced by people who don't understand where the yield comes from?
For the Season 2 premiere of The Big Picture, Jack sits down with Ben Nadareski, co-founder and CEO of Solstice, the largest Solana-native yield stablecoin protocol. Before Solstice, Ben ran global crypto-derivatives trading at Galaxy Digital, led M&A at SIX Digital Exchange, and worked on central-bank blockchain adoption at R3. He came to crypto to fix the plumbing, not chase the casino — and he answers like a risk manager, not a degen.
With markets ripping back to life, we dig into:
 • Whether the crypto winter is actually over
 • Why onchain returns look mispriced against the risk, and what "sustainable yield" really means now
 • The compression in delta-neutral yields since the October 10 crash
 • The bank lobby's war on yield-bearing stablecoins, and what CLARITY changes for builders
 • Inside Solstice: USX, eUSX, and building trustworthy yield infrastructure on Solana
Please note that none of the opinions shared in this episode are financial advice.
Subscribe to The Big Picture on Spotify and Apple Podcasts for new episodes every Thursday. For deep dives, livestreams and daily coverage, follow SolanaFloor on X and YouTube.
Guest: Ben Nadareski

Welcome to The Big Picture, SolanaFloor's weekly livestream at the intersection of crypto, macro, and institutional capital flows.

This week we're joined by Seraphim Czecker, Head of Taking Risk at the Solana Foundation.

We cover:

👉 Why "Ethereum is dead" and what Solana must avoid repeating

👉 The $10B TVL mandate & the China megawhale thesis

👉 Stocks on Solana, RWAs & where the alpha is

Last week: Toumas Holmberg, Co-Founder & CEO of Collector Crypt

11:00 EST | 16:00 BST every Thursday

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SolanaFloor is Solana's #1 news and education source, powered by StepFinance.

🔗 Links 🔗

Solana Floor

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👉 Newsletter: https://solanafloor.substack.com

Stay ahead of the curve

🚀 Don’t forget to like, subscribe, and hit the bell to stay updated on all things Solana. Visit us at solanafloor.com for more detailed articles and updates.🚀

Welcome to The Big Picture, SolanaFloor's weekly livestream at the intersection of crypto, macro, and institutional capital flows.

This week we're joined by Toumas Holmberg, Co-Founder & CEO, Collector Crypt.

We cover:

👉 $1B volume, +$50M revenue

👉 Solana’s RWA & gacha explosion

👉 $CARDS & the future of onchain collectibles

Last week: Lucas Bruder, Co-Founder and CEO of Jito Labs

11:00 EST | 16:00 BST every Thursday

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About SolanaFloor:

SolanaFloor is Solana's #1 news and education source, powered by StepFinance.

🔗 Links 🔗

Solana Floor

👉 https://solanafloor.com

👉 https://x.com/SolanaFloor

👉 Newsletter: https://solanafloor.substack.com

Stay ahead of the curve

🚀 Don’t forget to like, subscribe, and hit the bell to stay updated on all things Solana. Visit us at solanafloor.com for more detailed articles and updates.🚀

Welcome to The Big Picture, SolanaFloor's weekly livestream at the intersection of crypto, macro, and institutional capital flows.- DISCLOSURE: SolanaFloor is a subsidiary of the Jito Network. We retain full editorial independence and held this conversation to the same standard as any other guest.This week we're joined by Lucas Bruder, co-founder and CEO of Jito Labs. Now they're launching JTX: a self-custodial trading app for pro-retail traders, with spot at launch, perps via Phoenix to follow, and 80% of platform revenue flowing back to JTO holders.We cover:→ JTX: the trading experience, execution claims, fee model, and whether US traders can use it at launch→ Can Solana produce a real Hyperliquid competitor? → Is JTX + Phoenix the bet that closes the $9B open interest gap?→ The future of onchain trading: spot, perps, prediction markets, tokenized stocks. How far does JTX go?→ The SOL inflation debate: was SIMD-0228 a mistake, and would SOL price be higher today if it had passed?→ SIMD-0411, the CLARITY ActLast week: Marc Boiron, CEO of Polygon Labs11:00 EST | 16:00 BST every Thursday📬 Subscribe to Newsletter → https://solanafloor.com/🐦 Follow SolanaFloor on X → https://x.com/SolanaFloor 🐦 Follow Jack Dunham → https://x.com/_JackDunham 🐦 Follow Thomas Bahamas → https://x.com/Thomasbahamas---About SolanaFloor:SolanaFloor is Solana's #1 news and education source, powered by StepFinance.🔗 Links 🔗 Solana Floor👉 https://solanafloor.com 👉 https://x.com/SolanaFloor 👉 Newsletter: https://solanafloor.substack.comStep Finance 👉 Discord: https://discord.gg/ZWRd2ZxrdR 👉 Twitter: https://x.com/StepFinance_👉 Website: https://www.step.finance Stay ahead of the curve 🚀 Don’t forget to like, subscribe, and hit the bell to stay updated on all things Solana. Visit us at solanafloor.com for more detailed articles and updates.🚀

Welcome to The Big Picture, SolanaFloor's weekly livestream at the intersection of crypto, macro, and institutional capital flows.

This week we're joined by Marc Boiron, CEO of Polygon Labs, the company that just raised $100 million to move all money onchain. Marc is a former CLO at dYdX, a lawyer who became one of crypto's most important infrastructure CEOs, and the architect of the Open Money Stack: Polygon's vertically integrated stablecoin payments strategy built around x402 agentic payments, cross-border remittances, and the $250M acquisitions of Coinme and Sequence.

We cover:

→ The Open Money Stack and why Polygon is raising $100M to compete with Stripe for global payments infrastructure

→ x402 and agentic payments — Polygon's play for machine-to-machine settlement

→ Polymarket: 67% of Polygon's gas fees, what Polygon looks like post Polymarket

→ Remittances, Coinme, and whether Polygon can take stablecoin volume from Tron in Southeast Asia and Latin America

→ What Solana & Polygon have in common.Last week: Haseeb Qureshi (Dragonfly Capital) on non-financial crypto, AI agents, and the $650M fund bet.

Next week: Lucas Bruder - Co-Founder and CEO at Jito Labs11:00 EST | 16:00 BST every Thursday

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---About SolanaFloor:SolanaFloor is Solana's #1 news and education source, powered by StepFinance.

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Solana Floor

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