The on-chain yield economy will expand. We will move from a few quality yield products to many competing options. We will see new asset types, governance structures, terms and others. As the complexity grows the average user will struggle to allocate.

Indeed we need to discuss the inflation and its the correct focus point for Solana. I like the current proposal much more than SIMD-228. It's simple to communicate and requires literally one parameter to upgrade, with no protocol change needed. It will decrease inflation, which will pressure validators' economics, but that is the point. Couple of things worth discussion: - Why is the 30% disinflation correct adjustment in parameter. (i.e. why not 45% or 10%).  - Is the ramp up quick enough? The SIMD has a long ramp up and the real effect will be 2 years from the approval which might by end of 2028 (too little too late). Previously have written on the topic here: rockawayx.com/insights/simd-…

Introducing the BOB Inner Circle. A small, carefully selected group with a direct line to the BOB product team, shaping what gets built next. Real input, real rewards. Fewer than 150 VIP spots. Applications are open now. vip.gobob.xyz More about the program in the thread 🧵

The era of free money in crypto is over. Airdrops done, subsidies done, yield compressed. Its a good thing. All that matters is traction now and the category winners are emerging and will consolidate rest of the market.

HyperLend.

Met a founder for a first time today. He opened a pokemon pack before the discussion. Best ice breaker in long time.

BREAKING: @anza_xyz Head of Research @TheWattenhofer and his co-authors have received the 2026 Dijkstra Prize in Distributed Computing for their 2011 paper “Distributed Verification and Hardness of Distributed Approximation.”

Dear every website: instead of blocking bots, please just request $0.01 x402 payment Thanks

Let's go! It's time to scale the insurance markets on chain.

Today we’re announcing our $5 million Series A, co-led by @FWDind and @Rockaway_X. With up to $25 million in additional deployment from Forward, OnRe enters its scaling phase as a capital partner to the global reinsurance market.

🌴 @viktorfischer is diving into what's next for transaction infra tomorrow at The Pod. • Where you may be losing out with TXs today • Four changes coming soon that will raise the bar • How we're building for what's next (get early access 👀) Catch his talk at 2:00 pm!

Long term bull on Solana DeFi and fixed income markets, and proud to have backed @ttrofel and the team early and again. Congrats on the progress as Exponent becomes Solana's leading yield exchange for sophisticated portfolio construction.

The next wave of innovation in real-money gaming will be AI-native. The category has been marketing-led for 20 years. The product is ripe for reinvention. Proud to back @nigeleccles, one of the best operator in the category and the team at @BetHog.

Last week one of the biggest DeFi exploits ever happened on Solana. Now that some of the dust has settled, I wanted to share a recap of how things played out on our end and what it means going forward ⬇️

A major bad actor in the entire situation was @circle. 6 hours to even do something. They allowed 1/4 of a day for the team behind the @DriftProtocol to move funds from SOL to ETH. We can’t let this not be known. They need to fix up there act. Back to the investigation.

For people in zones receiving bombs right now (UAE, Israel, etc...), remember one rule: do not share videos/pictures publicly! Why? It helps those who sent them at aiming them better. Yes, they monitor public social networks.

Smart contract auditors competing who will automate auditing quicker. Good job @jgattermayer!

1/ Introducing RockawayX RWA Vault on @kamino This market-neutral vault is a single access point for you to earn from leading RWAs @onrefinance, @humafinance, @Figure, and @solsticefi. The vault builds on our successful track record in DeFi credit underwriting, where we’ve had 4 years of running institutional strategies that have delivered consistent yields with no down months and zero defaults. Access - kamino.com/lend/rwa-usdc More details ↓

Shielded Spot Trading: Live on Hyperliquid. Over the last few months, we've been refining the shielded experience with traders and users. Today, we go live in Open Beta: app.silhouette.exchange