Solana Weekly

What's up everybody! It's Thomas Bahamas and you are here for another episode of Solana Weekly. Welcome to the party, welcome to the bull market, welcome to Solana summer! I hope that you are listening in through Drip.haus because this podcast is now officially hosted there. Sol Price: 179.77 and on a tearSOLETH: .05201- Up from .0428SOLBTC: .0026790 - up from .00239SOLD - 3.5 up from the low 3's.Bitcoin has been getting violently dumped by the Germans in the billions, but they have unloaded the whole stack the BTC ETF buyers are buying hundreds of millions of dollars worth a day.Quick check in on the year, we started out with Solana at ~100 and are up over 55% on the year.If you want to do a little historical check, Jan 1 2023 we were at $10. So yea we've been eating the last 1.5 years.Helium - crushing the depin narrative with over 100k subscribers to it's cell phone service plan. Solana Economic Zone Airdrop News: Pump.fun revenue passing eth. Baxus and BlinksJup releasing their active staking rewards - 60 million worth and going strong.We had a small NFT pump, potential or an anomaly?Blockchains and marketing.Thank you all for joining in, hit me up with suggestions or any inquiries, dm's open on thomasbahamasfi.Let's grab the bull by the horns and get that bag. 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

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!!!! 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

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: $133.79SOLETH: .03802SOLBTC: .0208Summary: 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? 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

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. 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

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 - flatSolbtc - .0024 - down a bit.Sold - 3.06Bonk mentioned! Jim Cramer calls for a bonk etf with Gary Gensler on live television. Simply amazing.Wormhole staking - EVMRoaring 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. 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

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: 169.99SolETH - .045SolBTC.- .00251SOL.D: 3.16 - Sol Dominance, what this 3x.Bonk hitting a new ATH LayerZero officially live on SolanaPayPal 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 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

What’s up everybody, it’s Thomas Bahamas and you are here for another episode of Solana Weekly!Prices:Sol Price: 168.93Sol Eth: .045Sol BTC: .00245Regulation 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. 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

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? 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

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 .049Solbtc at .0237Government 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 newsGmx coming to sol, big perps dex from arb.VanEck launched a Meme Coin IndexFTX 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. 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

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. 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