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What’s up everybody, it’s Thomas Bahamas and you are here for episode number 75 of Solana Weekly. Big number because this is the amount of Dev’s falsely rumored to be working on Solana. In reality there are many multiples of that and we are in the midst of shipping season with tons of new major milestones being deployed, with the cherry on the top being our boys at VanEck dropping an ETF application. This is huge.
Sol Price: $133.79 - $147.50 - up up and away! Sitting on a 10% increase and will we go higher?
SOLETH: .03802 - .04283 up a casual 23.65%
SOLBTC: .0208 - .0023992 up 15.35%
Vaneck coming with the etf application.
Compression - zk compression directly on Solana.
Blinks - like frames on farcaster, but for f-ing everywhere.
Colosseum - Raised a 60 million dollar fund to invest in early Solana projects.
Jup - to burn $3 billion tokens.
Airdrops - is the meta dead?
NFT’s - still dead. I’ve been dca’ing Sol and bought a few more Quekz for the bag, seem undervalued and if I’m buying anything I’m buying Quekz.
Drip.haus - July 2nd we go live!!!!
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What’s up everybody! It’s Thomas Bahamas and you’re here for another episode of Solana Weekly. Banger of a week, ups and downs, with mostly downs. 50 Cent just rugged us, DJT likely fake, Mother still pumping, and actual Solana devs will simply not stop shipping.
Chart of the week by the man, the myth Joe McCann:
Sol Price: $133.79
SOLETH: .03802
SOLBTC: .0208
Summary: all down, BTC hanging strong while it should be Eth’s party with the ETF news.
Breaking news: Compression on the entire state of Solana. Huge because now all costs on Solana, both compute and rent are going to be tiny. This was a huge bottleneck for developers and caused issues - think airdropping a million coins to different addresses used to cost something like 250k, now it’s down to 50.
Memecoin disaster - Shkreli, Tate, and Barron walk into a telegram chat.
Memecoins take a hit. Cabals, cto’s, breaking up of nft chats over them.
Lasting projects - what are the characteristics?
Moonwalk- let’s walk through this dip. Been getting 10k steps a day since it released and loving life. Stack this with working out 3-5 times a week and it’s fantastic.
Rwa’s - ondo released into drift as collateral, get 5% treasury yield on stables as you gamble.
Everyone’s an angel investor now.
Ansem sold 11 mill of wif.
Canada sol etf!
Sphere - live for on and off ramps to public and sick.
Ryan salame ex CEO of ftx warning that backpack has shitty lawyers?
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What’s up everyone, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!
We got another banger of a week with so much going on it's going to be hard to condense it all.
Sol price - 148.48 with a 13% drop on the week and the dreading feeling that it's all over. It's not.
SolEth - .04225- down 6%
Solbtc - .00221 - down 8%, honestly I thought this was going to be worse.
Sold - 2.8 %
Solflate pod - listened on Drip, it's sick and I'm looking to join in.
Drip - crushing, creators and collectors colliding on a beautiful Solana protocol.
Sphere - based team in the payment space.
Fuse - early beta released to the public and slick af. Smart wallet, literally stop keeping your funds in hot wallets and get this wallet.
Solana 1.18.15 released and updated - transactions be landing, and increasing the priority fee is now increasing your odds of landing a transactions. Fees are rolling.
Celebs - thinking about a naval quote where you want to be rich and unknown, not famous and poor.
Could it actually be the solution?
Maybe. The problem is that it sure doesn't act that way yet.
Iggy is likely 1 in a million in that she is working for her freaking bags every day non stop.
I haven't seen another one that is that compelling, but it brings forward an example of showing what can be done.
Ansem has turned into a Celebrity himself at this point, he's basically advising/dunking with these new guys launching coins.
Going to finish it off with a little Charlie Munger style thought.
A what not to do at this point in the cycle, invert the good advice.
Premise: I don't think the cycle is over and this is a pullback, if you think otherwise, stop here.
At this point, we've corrected down 25+% and a lot of meme coins have been hit way harder. A recipe for disaster is to sell all your coins to dollars to buy back lower. Watching charts 24/7, waiting for the right support to buy back on. Trying to leverage trade this either way right now will chop you up. Not paying attention to your health will hurt you. Not having a few Limit orders at lower prices in case we do hit a lower price. Not having conviction in your big bags for the long term. Not having some money on the side and depending on the income you make from short term moves is a sure way to misery. Following the trend of stimulants and tobacco will take years off your life. Losing sleep will make you miserable. Not eating well will take its toll. Not having a stable home life will make it much harder. We need a solid base, we need to keep our minds clear, out of the 5 minute chart, and have confidence in your analysis. Have big bets, if the big market structure changes and we go to 0 have a plan.
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What’s up everyone, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!
We got another banger of a week with appearances from Roaring Kitty on the way to making a billion, Jim Cramer shilling a Bonk ETF, to Iggy getting called out by Vitalik and Hayden only to dunk on them. Amazing, I’m loving it and it’s a great time to be a crypto enjoyer.
Sol price - 171 - Dumped to 160 after I recorded. (my apologies for marking the dump.)
SolEth - .04483 - flat
Solbtc - .0024 - down a bit.
Sold - 3.06
Bonk mentioned! Jim Cramer calls for a bonk etf with Gary Gensler on live television. Simply amazing.
Wormhole staking - EVM
Roaring kitty comes back and makes a billy.
Jobs numbers a sham.
Cloud - Sanctum has released their plan for their token and I’m jacked up.
Coinbase - stock flying, released a smart wallet. Kind of has it all going for it.
Robinhood - buying Bitstamp and probably going all in crypto soon.
Trump - recently came out that if trump gets elected expect btc at 150k. Okay, vote acquired.
Look, infrastructure aside, sol dominates the culture at this point. This is going to get out of hand and I’m here for it.
As our man Raoul Pal once said, don’t f this up.
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly!
We got another banger of a week from MT Gox moving Billions in Bitcoin and scaring the boomers to Caitlyn Jenner and Iggy Azalea dropping projects on Solana.
Prices:
Solana: 169.99
SolETH - .045
SolBTC.- .00251
SOL.D: 3.16 - Sol Dominance, what this 3x.
Bonk hitting a new ATH
LayerZero officially live on Solana
PayPal PYUSD is Live on Solana!
Iggy Azalea is a turbo Sol bull
Caitlyn Jenner launched a coin
Trump has doubled down on his pro crypto stance and has said that he will pardon the legend Ross Ulbicht
Top themes I'm interested in:
Creators platforms:
Onboarding people:
Wallet best practices
The strength of shitposts, silly side of crypto.
Onchain trading and the state of it currently.
Jup's grand vision - bringing everything on chain.
Regulatory stuff - it's crazy to keep up with all the lessening of regulations.
Onramp/ offramp stuff.
What it would take to bring NFT's back.
Macro
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!
Prices:
Sol Price: 168.93
Sol Eth: .045
Sol BTC: .00245
Regulation wins everywhere!
Trump crypto army beating Elizabeth Warren anti crypto army.
Sol gets liberated from ftx estate owning any of it.
RIP to Harambe and now to Kobasu the Doge dog. We got an Elon tweet, I mean what else do we need for the market to freaking rage?
I’m long, I’ll be patient.
Sphere- introduces a sick off ramp where you have a sort of wallet for your bank account.
Wallets: Squads has released an early beta of Fuse their smart wallet.
NFT’s still dead, everyone still looking for the next 100x memecoin and longing Eth and Pepe.
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What's up everybody it's Thomas Bahamas and you are here for another episode of Solana Weekly. This is a special one because it's the infamous number 69!
Roaring kitty is back, meme stocks are back, 23,000 meme coins being created a day on Solana. Wall street bets tweets about Solana Summer constantly, is the great forever cycle of memecoins upon us?
Solana Price: 153.14
SOLETH - .05150 - we're back.
SOLBTC - .002359- looking solid.
Gambling.
The CPI numbers look good.
I think we are seeing the divide between the older cycle winners and the next generation. Donalt vs the bulls.
Solana generated more Transaction Fees and MEV than Ethereum in a single day.
Information diets. Trying to build a Wall Street journal for myself for what’s going on in Solana and what I’ve done.
Solana users have been the winners of this market so far.
Poker to crypto strategies: sizing, being at the right table, knowing when you’re the sucker, pvp in NFTs and how none of that transfers to memcoins.
A day in the life of a manlet: have we crossed into real life use cases?
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What’s up everybody it’s Thomas Bahamas and you are here for another episode of Solana Weekly! Let’s dive into what’s been happening and see where we are going. We got a lot to cover from new government regulations and wells notices to Trump pumping our bags over to the latest in airdrops.
Prices not really too interesting as we’ve been in the same range.
Solana at 147.
SolEth at .049
Solbtc at .0237
Government insanity.
Trump went full pro crypto.
Meme coin cycle is insane now.
15,000 spl tokens being created daily.
Dicki coin adventures and the future of these memecoins.
Alpha is on Telegram and not Twitter now.
Price targets and where to sell?
Integration with usdc and stables as a massive competitive advantage. Zeta markets with the airdrop news
Gmx coming to sol, big perps dex from arb.
VanEck launched a Meme Coin Index
FTX claims coming out.
Fav protocols: Lulo and Moonwalk.
Flexlend is the easiest and best way to get yield on stables. Cycle between protocols that have the highest hourly yield without doing anything. Get rewards for any defi protocol offering them.
Moonwalk is unstoppable.
Airdrops: drift soon, sanctum points pumping, Magic Eden.
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!
Sol Price: 143.21 - down $16 from last week, but not bad considering we tapped below $120.
Sol Eth: .0468 - down a little bit from last week, but still strong.
Sol BTC: .00231 - down a bit from last week.
Bonk Market Cap: 1.8 billion and on the rise!
Overall take on market: Recovery mode still, feels euphoric. Seemed like everyone was very ready for everything to nuke and overestimated it.
Memes on top - we saw a bunch of 3x’s in meme coins and it’s beautiful to see. They just aren’t going away.
Wif vs Bonk and the influence of influencers.
Defi: Kamino dropped it’s token.
Drift airdrop coming out soon, looks very promising.
Friendtech/eigenlayer dropped their token and it seems like it didn’t go too well.
Sanctum - awesome and fun.
Degods back to Solana.
NFT's still remain dead.
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What's up everybody, it's Thomas Bahamas and you are here for another episode of Solana Weekly!
Sol Price - 159 - down 8 from two weeks ago, but it feels like we went to 0 and back.
SolEth - .0492 - Up a tiny bit.
SolBTC - .00238 - dipped.
Bitcoin talk.
Madness of the media
Airdrop talk.
Monad - seems bullish.
Multichain future talk.
Sanctum and LST’s are picking up steam.
NFT’s still seem to be dead but that’s how it always seems at the bottom.
Thank you for joining in, I’ll catch you next week.
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What's up everyone, it's Thomas Bahamas and you are here for another episode of Solana Weekly!
Sol Price - 167.88
SolEth - .04850
SolBTC - .002412 - dipping here, BTC dominance growing.
Tensor drop - Let's go, tons of liquidity released on the market. Trading at 1.30, was as high as 1.80.
Airdrops soon:
Kamino
Parcl
Sharky just released their token to Madlads and even included gen 2 Monkes! Let's go, token trading at $2 and we got 370 worth. I'll take it.
Marginfi drama.
SMB’s getting life, 0% royalties look good on them I guess.
Sanctum continued, they tease wonderland and LST’s in general are blowing up.
Jup is releasing their own and is distributing all rewards with 0 take, so I’m looking into this more. Also helius is doing the same thing but native stake.
Uniswap lawsuit - crazy. Wells notice
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly.
Sol Price: 175.98
Sol Eth: .05223
Sol BTC: .0025
Overall take on market: Volatility is here. Ups and downs - 205 down to 170's is a pretty big range, we’re sitting at the bottom of that range and I’m buying.
To the market:
W Token - We got the Wormhole airdrop.
Hot dog token taking over.
Sanctum - INF lst token, potential airdrop. Holding a good amount in this because the yield is over 10% without any leverage.
Zeus airdrop today, nim airdrop coming soon, kmno releasing the amount of tokens you get with a pre release price of $.15/ token. I found out that I have something like $500 at this rate and demand a recount.
Ores - proof of work mining and crushing the network.
Count down to halvening - under 20 days, historically we’ve seen over 10x’s after this event, how do we play it?
1.18 features being released.
NFT nyc - send wif to 0, no one went to their party and the dancing was amazing.
Degraded performance - we hate it, it’s coming back.
Sbf sentenced to 25 years. Crazy, but you think about all the damage he did to people and yea.
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly.
Sol Price: 188.79
Sol Eth: .0522
Sol BTC: .0026578
As always, thanks for showing up and let’s have a great week.
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly where we discuss what has been going down on Solana in the last week and try to figure out the long term implications.
Sol Price: 189.92 - up from 163 last week, but it sure doesn’t feel like it.
Sol Eth: .05379 - The eth maxis in disbelief as this chart mooned.
Sol BTC: .002824 - this is on an uptrend and we love to see it.
Bonk Market Cap: 1.5 billion.
Solana Price at ATH while the network struggling is also at ATH is something that’s happened before. To the market:
Meme coins have taken center stage on Solana and have gotten out of hand. F
Double standards of reporting - Solana reports are terrible saying how congested it is, where on Base fees are bullish for demand, it’s insane.
Defi: Kamino points to an end soon, Parcl points ending soon, I think it’s about time we get some more tokens dropped and it seems like that’s the case.
BonkRewards are coming in thick.
NFT's: Dead, bloodbath for NFT’s on Solana right now, if you believe in Sol NFT’s, here’s your dip.
Bitcoin NFT’s are popping off, thats right it’s ordinal season.
Protocol of the week: Flexlend - if you have stables, throw them in there and watch the 10-20% yields flow.
Token of the week: I could say a memecoin, but I think I’m going to stick with Solana itself, we saw a 160-212 candle, I didn’t expect that level of volatility, but this is what we see in a bull market and I’m here for it.
As always, thanks for tuning in, like, subscribe, and leave a review if you found this useful. We’ve got a crazy few months coming up and let’s make sure that we get the most out of it. Looking forward to next week, make sure you all get your taxes in and your stables out.
Airdrop checker:
https://solana-airdrop-checker.solworks.dev/
Solanaweekly.io
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly
Sol Price: 163.15
Sol Eth: .03943 - down a bit.
Bonk/BTC: 2.39 Billion
Overall take on market: It's hot. BTC has just been coiling at ATH, about to shoot up, the BTC memers have reached mainstream, Saylor is destroying cable news calling people that save in fiat POOR, the top 30 meme coins are on Solana, meme coins are getting shilled on live tv. This is only the beginning and I'm tingling thinking about the upcoming 10x. Very pre rich.
solanaweekly.io
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly
Sol Price: 128.72 - pumping and yes we fill that wick above 140 today.
Sol Eth: .0335 - fairly flat
Sol BTC: .0019185 - down a bit
Bonk Market Cap: 2.1 billion!
Bonk/BTC: 2 billion - will continue to go down.
Overall take on market: Up,
Bonk!!! - Memecoin of the year on Coin Market Cap. That's right, we hit ath and I can only see it going higher.
Quick Coinbase rant
Speaking of USDC, the demand for stables is insane right now. There are literally yields of 50% that are easily accessible.
NFT's: Down on my SMB purchase, ahh the old feeling of being underwater on my monkey jpeg.
Quekz - removed points from Tensor and the floor price has only been flat or up.
Wallets: Magic Eden's wallet is coming out as the best way to bridge between Sol, Eth, and BTC. More and more bullish Magic Eden even though I don't use it.
Protocol of the week: Still Moonwalk.
Been diving into Access Protocol, Solarplex, Discover, Farcaster and think Friendtech will come to Solana.
Token of the week: Bonk - does it even change?
The power of Mert
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Not sponsored by Bonk, but brought to you by Bonk.
What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly.
Sol Price: 130.38
Sol Eth: .038
Sol BTC: .00209- BTC is crushing hitting 64k.
Bonk Market Cap: 1.3 Billion! and Bonk is just not stopping!!!
Overall take on market: HOT. Can't stop, won't stop.
Positioning for the bull market and what to do now? If you’re in the right bags, it’s time to sit back and enjoy.
Airdrop farms: Basket fi drop is live.
Still got my eye on Kamino, Drift, Magic Eden, Tensor, Marginfi, Wormhole, Meteora.
Ordinals are Heating up, bought a wizard, sold a wizard. Don’t understand it.
Protocol of the week: Moonwalk
Token of the week: BONK
Dog wars of Solana!?
Security chat- no links, hardware wallet, multisig, be safe out there folks.
If you’re going to sell your coins what are you going to buy? Tradfi always looks so toppy.
Starting to see more desperation irl.
Banks aren’t leaving, spent some time in them and as long as boomers can go in and hassle zoomers for checks they will be there.
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly.
Sol Price: 104.14
Sol Eth: .0357
Sol BTC: .0020
Sol Per BTC: 490.
Bonk/BTC: 4.4 billion.
Backpack exchange: welcome to the party USA! That’s right, we got access to backpack and I’ll be taking my centralized exchange business to backpack. Lad's doing amazing over 200 Sol floor and talks of a second collection and it seems like there are some being inscribed as ordinals on BTC?
They are also rumored to be getting a fat drop from Wormhole, I saw that today is a Wormhole Wednesday, so maybe we see some airdrops soon?
Depin: Helium has released Multi Factor Authentication - doesn't sound like that big of a deal, but adds an authenticator to your account which could be massive in stopping hackers from getting into your accounts.
Defi: Use airdrops to combine with other airdrops to receive more airdrops.
NFT's: NFT market broken with farmers.
I couldn't take it anymore and bought my SMB Gen 2 back. Crypto Undeads seem to also be looking into this and I scooped one for the culture.
Wallets: Potential issue found on Phantom? No confirmation.
Protocol of the week: Moonwalk! That’s right we’re walking on the moon b*tches. Forculus released a beta of his new health app that’s taking the world by storm.
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly where I will be breaking down the last week in Solana and the long term implications.
Sol Price: 118.10 - pumping and up over $20 from last week.
Sol Eth: .04261 - fairly flat, Eth has actually been moving and it's healthy.
Sol BTC: .00226 Flat as well, we love to see this.
Sol Per BTC: 441
Bonk Market Cap: 1.28 billion and growing.
Bonk/BTC: 3.8 Billion
Overall take on market: Looking great. Woke up this morning to green candles everywhere and couldn't be happier. BTC leading the charge, but ETH and SOL also following along and SOL still outperforming.
Depin: HNT up over 9.30 and they just released a big partnership with Google where they are giving yearly plans away with the purchase of a new phone, or discounted plans and hotspots.
Defi: Great opportunities are still out there.
NFT's: Nothing crazy, thinking about live event season.
Protocol of the week: Bonkrewards.com - locked up over a billion Bonk here with most being at a 6 month lock up for 2x the rewards.
Token of the week: Bonk - I'm so bullish on bonk.
Other news: Taxes coming up, our man Crypto Tax Sucks is running out of time to get things done in time, reach out sooner than later.
Closing thoughts: The importance of figuring out what type of market participant you are. Everyone thinks they are a trader or nft flipper, but take a look back and look where you made the most money, or where you spent the most time.
That does it for this week, I’m hoping to see Sol over 140 and Jup over $1 next week, thanks for joining, this is Thomas Bahamas.
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What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly
Sol Price: 100.73
Bonk/BTC: 4 billion.
Dymension drop - massive airdrop that is crushing right now.
Depin: Moving my main line over to Helium, f it we ball.
Defi: Defi is so hot right now, it's alive and popping.
NFT's: Called for strength last week, but we aren't seeing a rotation.
Copium - this is an amazing project. (Amazingly bad? probably.)
Also Magic Eden just dropped a wallet.
Protocol of the week: Gotta be Jupiter, easy one.
Token of the week: Jup, it's all Jup.
Crazy week on Solana and I hope that you caught the drops and are joining me in farming more. I created a website at solanaweekly.io where I'm hosting these podcasts and would like to ask you to check it out.
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 - Visa fler
