Long term GARP investor focus tech

Joined July 2009
34 Photos and videos
Mr Toad 🐸 retweeted
Jun 3
BREAKING: Mastercard is introducing always-on stablecoin settlement on Solana. 3.7 billion cards. 210 countries. One of the largest payment networks on earth, now settling onchain.
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Mr Toad 🐸 retweeted
🚨JUST IN: @cavemanloverboy has proposed a Solana tokenomics change that could potentially make $SOL deflationary at high block usage by adding a resource based fee burn, with estimated daily burn rising from 648 $SOL to 10,800 to 64,800 $SOL versus roughly 60,000 $SOL in daily inflation.
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Mr Toad 🐸 retweeted
JUST IN: @Solana cofounder @toly has signaled support for SIMD-547, a tokenomics improvement proposal that would add a resource based fee burn to higher cost transactions, increasing estimated daily $SOL burn from 648 $SOL per day to 10,800 to 64,800 $SOL.
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Mr Toad 🐸 retweeted
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Mr Toad 🐸 retweeted
Cat Lovers Assemble...⚡
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Mr Toad 🐸 retweeted
May 20
JUST IN: 🇺🇸 $13.89 TRILLION FINANCIAL GIANT @BlackRock DISCLOSES MASSIVE $11,000,000 solana:So11111111111111111111111111111111111111112 EXPOSURE ACROSS MULTIPLE SOLANA TREASURY COMPANIES IN Q1 OF 2026 #SOLANA ⚡️
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Mr Toad 🐸 retweeted
1,5 milliard d’euros pour des bouteilles non conformes. Le Titanic coule, mais au moins les bouchons restent attachés au bateau 😅
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Mr Toad 🐸 retweeted
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Mr Toad 🐸 retweeted
Socialism…
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Mr Toad 🐸 retweeted
🚨JUST IN: @anza_xyz Head of Research says the first successful Alpenswitch has taken place on the Alpenglow community cluster, with “Solana finalization time improved 100x.”
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Mr Toad 🐸 retweeted
$SOL IS THE NEW INSTITUTIONAL MAGNET -- BILLIONS FLOWING FROM $ETH 🧲 Solana has attracted $381 Million in ecosystem inflows over the last 3 months, with a staggering 69% originating from Ethereum, signaling a major capital shift. While legacy chains get bogged down, smart money is recognizing where innovation and capital efficiency is happening.
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Mr Toad 🐸 retweeted
🇺🇸 SOMETHING VERY BAD IS HAPPENING TO THE U.S. STOCK MARKET. The stock market is hitting new all-time highs, led by Nvidia. But almost no one is focused on the real risk. An AI bubble is inflating fast. We’ve seen this before. 2000: Cisco led the internet boom as the core infrastructure play. It fell ~90% and never recovered. Today: Nvidia is playing the same role for AI. Same position in the cycle. Bigger scale. Here’s why the risk is higher now: The “Magnificent 7” make up ~30% of the S&P 500. If AI sentiment breaks, the entire index is exposed. Big Tech CapEx is exploding toward ~$650B by 2026, but ROI is still unclear. If earnings don’t follow, spending gets cut, and Nvidia is first in line. On top of that, Japan potentially shifting rates could pull liquidity out of global markets, hitting risk assets hard. This isn’t just 2000. It’s 2000 with higher concentration, leverage, and tighter liquidity.
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Mr Toad 🐸 retweeted
Quantum computing is a long-term question that every blockchain must address. The Solana ecosystem has been working on post-quantum readiness for years. Here’s where Solana’s quantum readiness stands and the path forward 👇
A new report on Solana’s quantum readiness is here, from @anza_xyz and @jump_firedancer. TLDR: Quantum is still years away, and if and when it materializes, the work to migrate Solana is well-researched, understood, and ready to deploy as described below.
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Mr Toad 🐸 retweeted
Apr 7
Crosschain just got smoother for @solana. Forwarding to Solana is now live for Circle CCTP and Bridge Kit, helping automate the final step of crosschain USDC transfers. USDC is built for global, programmable value movement, now with even less friction.
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Mr Toad 🐸 retweeted
Apr 3
🚨 CRYPTO: SOLANA FOUNDATION LAUNCHES "AGENT SKILLS" FOR AI TOOLS TO INTERACT WITH THE BLOCKCHAIN @SolanaFndn has introduced Agent Skills, pre-built skill packs that drop into AI coding tools like Claude Code, Cursor, and Windsurf to let AI agents interact with $SOL natively. One-line install, open source, covering DeFi protocols, NFTs, token operations, staking, and security auditing. The launch extends Solana's AI-first strategy. The network has already processed 15 million on-chain agent payments and handles 65% of all x402 protocol transactions. Solana was the first major blockchain to place a machine-readable skill file at its website root for autonomous agent discovery. Foundation CPO Vibhu Norby predicts "95-99% of all transactions will be coming from LLMs" within two years. The skills ecosystem includes integrations with Jupiter, Metaplex, Helius, Orca, Kamino, and dozens more Solana-native protocols.
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Mr Toad 🐸 retweeted
Peter Lynch talking about dealing with pullbacks in the Stock Market

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Mr Toad 🐸 retweeted
🚨WALL STREET SEES 70% UPSIDE FOR CIRCLE Bernstein says Circle’s stock $CRCL could jump ~70% to about $190 as demand for digital dollars grows. Analysts say stablecoins like USDC are moving beyond crypto trading and starting to power payments for humans, businesses, and even future AI agents.
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Mr Toad 🐸 retweeted
⛴️🛳️🚢
Mar 7
BREAKING: Solana flipped Ethereum in total RWA holders for the first time, according to @RWA_xyz 🤯
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Mr Toad 🐸 retweeted
Solana Mobile has announced the launch of the modular integration solution @solana Mobile Stack for @Android device manufacturers. This solution supports storing digital assets in Seed Vault and enables fast P2P or cross-border transfers through Seeker Wallet, along with direct integration with Visa, Stripe, PayPal, and other ecosystems. BARCELONA, Spain, March 2, 2026 /PRNewswire/ -- Solana Mobile is bringing the Solana Mobile Stack (SMS) to @Android hardware manufacturers. The Solana Mobile Stack is a turnkey integration that connects Android devices to the $1.5 trillion annual economy running on Solana intended to give OEMs hardware-level differentiation in a commoditized market and a path to recurring revenue beyond the initial device sale. prnewswire.com/news-releases…
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Mr Toad 🐸 retweeted
A huge milestone for $APP ecommerce expansion.
AI-generated interactives are now available as a beta feature on Axon. They’re automatically built using your brand’s site assets, language, and offers, and added directly to your Media Library. If you like what you see, you can get them live in minutes. Head to your Axon Media Library to turn them on. If you don’t see them yet, tag us or send a DM and we’ll hook you up.
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