Vitalik is asking about DePIN He wonders which project could reach mass adoption Having partnerships with @volvocars @ericsson and @PolestarCars @Minima_Global is set to breakthrough 🧵 👇

I don’t know many that performed better than Pops this cycle. What’s not mentioned here is his willingness to take profits to fiat on the way up. Probably the best EV move when trying to hit your arbitrary (and always changing) target PF.

so franklin templeton ($1.5T) dropped a report they called SOL DeFi undervalued compared to ETH. $MNDE @MarinadeFinance showed up in it 🔥 Diving into project's most recent updates let's start with this one: ▫️ 1. franklin templeton (yeah, the $1.5T asset manager) this asset management firm said recently that a bunch of solana DeFi tokens look undervalued vs ETH DeFi. one of the tokens they called out? $MNDE report here: franklintempletonprod.widen.… 2. clear rewards tracking now built in a new feature just launched in the Marinade app → staking rewards tracking & export. • users can generate a full history report, useful for tax, accounting, or just clean record-keeping • supported formats: CSV, XLSX, PDF • report auto-updates after first setup this closes a gap that’s always annoyed active stakers: visibility but it’s only available for Marinade Native. liquid staking folks are left out (for now). why not support both? ▫️3. institutional staking isn’t theory anymore the team behind Marinade has shifted hard toward institutions in 2025. they built native staking, brought in tradfi talent, & are now onboarding big players. • they're the staking partner for Bitwise’s Solana staking ETP (BSOL) • integrated w/ Zodia Custody & Copper • hiring from PWC, Fidelity, BNY Mellon and they’re not stopping there: • new insurance layer for stakers → launching this year • full custodian compatibility → aligned w/ regulatory standards • native staking preferred by institutions → less DeFi risk, more control so what’s the bet? if Solana ETFs get SEC approval, Marinade wants to power the staking piece inside them ▫️4. native staking is how they’re scaling their non-liquid staking product (Marinade Native) is now the core of the play. liquid staking got them known - native staking is how they scale to billions. • users stay in full custody of SOL • validator delegation handled through Stake Auction Marketplace (SAM) • rewards protected w/ PSR (Protected Staking Rewards) - users are shielded from downtime but here’s the strategy flip: • liquid staking = great for DeFi • native staking = better for institutions Marinade now runs both, but the real effort is going into native. is liquid becoming the legacy product? 👇 comment below if i missed anything or just drop a 👋 🔃 found this useful? repost to help others read

We are excited to announce a Proof-of-Concept (POC) project with @Zeekr_Europe, where we will be embedding $MINIMA nodes in 100k Zeekr EV vehicles & 100k Zeekr EV charging wallboxes. For more info on the project, you can read our release below! 👇

@JasonYanowitz incredible DAS event this week All points below hit the nail on the head. $IXS is built as the key infrastructure to power, legal and compliant, Institutional quality RWA tokens for Cryptocurrency exchanges, fintechs, Payfi, Wallets and other platforms all wanting to sell RWA assets to their millions of users but do not have the licenses and/or tech stack We have already successfully partnered with the Asian Super App Line (200,000,000 users) and our UnionChain partnership with 4 x regulated cryptocurrency exchanges in Asia with 25,000,000 KYC'd users to deliver their users RWA It felt like RWA was 99% of the narrative this week and we are making big moves into the USA and beyond Onwards @IxSwap @investax

At some stage this year many of you will have your first real shot at ‘changing your life’, and others another chance to do so. All I can say is don’t F it up. 12 months ago I did exactly that stomaching a ~70% drawdown on the 90% I left in the market in March, but thankfully ran it back up to new ATH and exited almost everything in early Jan. We all came to this space with one thing as a priority, financial gain, regardless of whether you have any interest in the tech, and only a few make it happen. I feel fortunate to have built a good circle this cycle that I still keep in contact with while waiting for better conditions to return, but never forget when the eventual prolonged ‘winter’ returns you won’t hear from or speak to the vast majority of those you currently speak with daily. Don’t get caught up in the clout, the larping, the euphoria. If you get the chance to change your life then take it.

I’ve been mostly sidelined since early January, and instead focussing on projects that really excite me in this space. @Minima_Global continues to impress and show its real world utility, irrespective of current mindshare and conditions. Another huge partnership with @Siemens Cre8Ventures to go alongside its existing partnerships with ABB and @Arm to name but a few. “Siemens Cre8Ventures is excited to announce its partnership with #Minima , a pioneering decentralized layer 1 blockchain for embedded systems. Our collaboration brings groundbreaking AI capabilities, data integrity, and decentralized trust mechanisms to the Siemens Cre8Ventures Digital Twin Marketplace, addressing critical unmet needs in robotics, automotive, energy, and healthcare equipment industries. This partnership not only strengthens industry-specific security solutions but also supports the sovereignty goals of the EU Chips Act, ensuring European technology independence and leadership in next-generation digital ecosystems.” What this team continues to deliver is astounding and I will continue to back them regardless of PA and market conditions.

There will be a time where I return but only when on chain is worth playing Otherwise go enjoy life What’s the point of beating a horse that’s dead. Life is enjoyable af recently, touch grass and be with people and not cartoon online characters

$SOL LSD’s imo the most undervalued sector on Solana. $MNDE sitting at 60M with 2B TVL with first Solana ETF deadline approaching feels undervalued. Make it make sense.

Kicking off 2025, the market is set for a crucial liquidity boost. 💸 FTX has begun repaying creditors, with many eyeing $SOL for their reinvestments. 💰 Jito’s $165 million airdrop in Dec '24 has already set Solana's DeFi scene ablaze. These events highlight a pivotal moment: Solana's DeFi revival hinges on a liquidity surge, with Liquid Staking taking center stage. And this is where many of us have been sleeping on @MarinadeFinance. 🧵

Saying it again here for $IXS - early not wrong.

💫 We're unleashing community creativity & expression at scale. Custom-trained on your unique mascot, our decentralized AI network enables instant, true-to-character art that fuels ecosystem expansion. The future of community engagement is here & it's powered by Envision⚡

Becoming a common theme but so be it - early, not wrong. x.com/cryptohayes/status/187…

First mentioned $RBNT back in February and oh boy has this launch not dissapointed. It didn't have much attention back then, but sure does now.

$PSY and #Beeard are a good demonstration on where attention is at right now. #Beeard was created and funded by @psy_dao, a BIO DAO and moleculeDAO incubated #Desci DAO. PSYdao is trading at 2M mcap 8M FDV Beeard is trading at 2M mcap 13M FDV (15% circ). PSYdao owns 10% of the Beeard supply Beeard can be farmed by PSY holders, as well as any future IPnft's launched by the DAO. The only difference - Beeard hits the AI swarms narrative. This may change over time. Logic would say $PSY is the better buy, but the market is saying otherwise. Another reminder to drop your IQ for this market.

💥 AI is unlocking a world of endless possibilities, and everyone can generate images, videos and 3D assets. 🔎 However, questions remain: who really owns these assets, this IP? Many platforms enable stunning creations, but they often leave creators in a gray area when it comes to licensing & ownership of intellectual property. — at Envision Labs, we approach this differently, bridging the gap between innovation and ownership. Our IP Protocol is tied within our DeAI Suite, ensuring every asset you create, mint, or list on Envision is anchored to its IP right from the start 🎬 ⤵

$GLS finally updated their circulating mcap on Dexscreener. Some fuckery going on with CEX's right now but after the dust settles feels like good r/r for a few multiples. Sub $5M mcap for this AI infra feels cheap.

$GLS initial launch wasn’t as smooth as I’d have liked but as always, good opp for anyone willing to buy the red. If you’re thinking of FOMOing and planning to hold for more than 24 hours (yes I know it’s hard for most), CEX’s are currently trading at ~30-40% discount while withdrawals are disabled.

The social experiment’s brought about by AI agents in recent months is pretty cool to see play out. First we had @freysa_ai where someone managed to convince the agent to send them $50K and now we are seeing agents like @OverlordBot_ becoming Exit Liquidity. Right now users can ‘try’ to convince the agent to not ape 6-10E into $VC against its wishes. Agents like Overlord bot are pushing the boundaries of open DeFi participation and market influence on X. Interested to see what this sector looks like in a few years time.

One of the more hyped Fjord sales is launching on Base within 3 hours: $GLS They're building a blockchain focussed on storing, indexing and querying data. Just what AI, and specifically an AI agent, needs. The intersting thing for me here: the blockchain is already used a lot with: 🔸over 10 billion queries 🔸10 million transactions 🔸700k unique adresses With their oversubscribed sales on Fjord (3.4 Mil at 33.3M FDV) and via VCs (8 mil at 100M FDV) they secured a lot of funding to give the project an extra boost. AI projects on Base have been performing extremely well lately so I'm very curious to how this will perform but I might be biased because I was able to invest.