I have one question that I was unable to Google successfully.

If I create new wallets in Fantom, my guess is that they have the same seed, but, can anybody else to realize that they are linked to my main account?

If defillama is right, there is only 1.5b in stable coins in Solana. But we probably have the most used coins

Because many positive things have happened in the last months that needed to be digested by the market. Now the sentiment has changed about Solana. I have seen at least 3 prominent crypto figures that have changed their tune about Solana in the last months and I’m sure they are not the only one.

First, it became clear that Solana wasn’t involved in the FTX collapse during the SBF trial. It also became a blessing in disguise, there isn’t anymore an agent with too much influence in Solana and it’s ecosystem. 40% of Alameda/FTX holdings were sold in the open market during the collapse. The other 60% will be sold very slowly because they are unlocked monthly during several years. The impact is similar to bitcoin mining rewards sold annually, about 1,5% annually.

But there is much more, firedancer is huge and it’s already in beta. Agreements with visa, google and Shopify. Render and helium migration. New dapps, like Drip, that would be impossible in almost any other chain.

Solana is delivering.

Because each mSOL keeps growing in SOL value because it generates staking rewards.

So if you ever go to the marinated Solana DApp , you can exchange mSOL for the accrued SOL + accrued staking rewards since creation.

ETF are the best ever if you are here for the money. It will also create legitimacy.

Bad. It will probably increase speculation.

Bad. It will create two layers of blockchain projects. Those with an ETF will increase significantly in market cap. And those without ETF will have it much more difficult to grow. And the winners will be chosen by wall street. Sure, some projects could attract enough attention to arrive at the top, and get their own ETF, but they will be based in what Wall Street considers desirable and it could be different of what us would like to see in a blockchain. Like maybe a Facebook crypto coin could be successful in that environment and that isn’t a good thing, in my opinion.

Anyway, the first impact will be an influx of huge amount of money for sure.

Not at all. Volume has multiplied x6 and price around x3

So you are telling they already being selling whatever was unlocked, and the rest will take 7 years to unlock iin a monthly basis? I don’t see how is much different.

The number on unlocked monthly new SOL isn’t very high compared to the daily volume of SOL. and more importantly, Solana is still undervalued when compared to the fundamentals.

Actually the number of unlocked Solana isn’t very different to the selling pressure of Bitcoin miners

Long term, VCs would have sold everything.

Very difficult to flip ETH in the short and medium term. The ecosystem needs to keep growing before considering that scenario.

It isn’t impossible in the long term. But there is no need to sell smoke right now. Solana has huge potential, but let’s walk the road.

FTX and Alameda already sold in the market most of the SOL that was available to try to save themselves . The rest was locked for many years. Also, liquidation is a very long process. Mt, Goax is still liquidating since 2013-14. So no “dump” is coming soon.

Actually the FTX collapse was a blessing in disguise. So Solana is now stronger than the last year.

Solana just needs to keep getting better. The firedancer client is very promising. It improves scalability and decentralization at the same time. And it’s already in beta.

SAMO is the most popular dog meme token in Solana. It’s quite popular around the ecosystem and is accepted in most of the lending platforms, and there are several liquidity pools with good liquidity.

It has also some history inside Solana and it’s like a pet coin for the community.

The supply is fixed, and it still has like x25 upside to reach the former ATH.

It has an active community in Twitter and discord.

The irony is that in my opinion meme coins are stupid at a fundamental level. But I have enough experience to know that it can create much FOMO and multiply faster than anything else. So I’m not disregarding the speculative value.

This is my personal bet.

To be sincere I have a few more, but lower value and it’s much more like a lottery. In SAMO I believe it has a higher chance of running longer and higher.

MNDE is correlated to sol but they have been losing value over time for a good reason

I agree

Don’t invest in tokens of DApps. They usually have inflated market prices that don’t make sense long term.

Why do you want to have MNDE? Just to speculate. It doesn’t have any function except because elf the DAO, and you don’t get any economic value from that.

This is also true for 99% of the tokens out there.

Coins are different, as they are the currency of the ecosystem. They are needed to pay the gas, and is usually the reference for liquidity pools and getting loans or any other activity in the DeFi.

I tell you this, and I have some tokens because I still believe in the speculative value of said tokens, but they are a risky investment. For example, I have SAMO, as they have a fixed supply, and they are the “Solana DOGE”. It has a small market cap, but it can multiply x20 in a bull market where Solana does well. Meme tokens are stupid if you think about that deeply, but I cannot keep disregarding masses psychologic forces.

I don’t know because I barely read about Solana in Twitter, but I believe you that there must be some circle with more maxi views.

Many things are happening with Solana:

1. It has recovered from the FTX Collapse, which in reality, it was a blessing in disguise (it had way too many control on Solana and its ecosystem). It was way too punished, and it needed to do a bounceback.
2. The halting episodes have been fixed. In the last 12 months, only 1 episode, and it was in February. And the reason was a one-in-a-time bug, which means 1 year since the previous issues were solved.
3. Right now there is the annual Break Point conference. People are quite happy with what they see, while in other projects, its about exaplaining why what was promised to be delivered in 2018, will get delayed again.
4. They presented that Firedancer, the new independently developed project, was already in the testnet. And the capabilities of this new client were amazing (1.2M tx per tile using just 4 core-processors). This client was designed from zero, and it can leverage better all the developed technology until now. Its a great milestone, it will help decentralization, robustness, and it improves capacity. Also new validators could be installed in cheaper computers.
5. There has been several agreements with significant players during the last months: Visa, Amazon, Google, Shopify… It really shows that better informed players trust the project.
6. It’s the second project receiving more net Institutional money flows after Bitcoin in 2023.
7. When comparing fundamentals with other blockchains, it has an unique value proposition to solve the trilemma. Nobody achieves so much decentralization and capacity at the same time, and the gap is increasing.

Solana always lacked the fanatic community. I see it as an advantage.

It isn’t going to moon so easily, but I expect to keep over performing the market as long there isn’t any new halting episodes.

The former super negative sentiment against Solana is fading. The FTX collapse was a blessing in disguise.

But for me, the firedancer is a huge milestone. Not only because it provides greater decentralization and robustness, but because as it’s designed from zero, they are able to max the Solana capabilities, and it will improve performance, using cheaper computers.

Anybody serious about creating a deep financial market in the blockchain, can only do it in Solana as a layer 1.

Where do you have your Solana. If you have a wallet, you are losing 5-6% APY for not staking, and it’s super easy, at least with phantom , which is the one I use.

If you are holding in Binance or Coinbase, they usually have ways to stake (or “earn”) through the exchange.

If you are holding , it’s much better to stake. How long since you have it? I already accumulated a compounded 20% extra since I’m holding. In the medium term, it’s totally worth it. The next maniac cycle could be 2-3 years away. Maybe more. Of course, next month would be possible that we multiply, but I think that it’s better to be prepared long term.

In summary, if you don’t stake, the inflation is diluting you 5% annually. If you stake, you actually get like 1% real interest (APY - inflation).

It’s super easy. Ask ChatGPT step by step guide