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@shindosol

Analyst & Researcher
MadLads #7281
Joined September 2024
107 Following 60K Followers 47 Posts

Latest posts 5

Shindo Verified account @shindosol
Happy to be joining the @thebyefun crew for this week's Draw Party !

They've got a CGC10 Jolteon up for grabs, plus some live giveaways for the community

Looking forward to hanging out, drawing some winners, and having fun with everyone

See you on stream tonight, make sure to tune in for some free slabs CT people
bye.fun Verified account @thebyefun 2d
The wheel is spinning again. And this time, a CGC 10 Pristine Jolteon is on the line ⚡

@Trav_Sol , @shindosol and @nate_byefun are hosting this Monday’s Weekly Draw Party

One Seeker leaves with the Jolteon. A few more leave with something from our live-only giveaway 🎁

No entries ahead of time. Show up, fill in the form on stream, and you’re in

Nov 9th, 4:00 PM UTC

Set a reminder. Grab a seat.
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Shindo Verified account @shindosol
Two timelines this October

Timeline A: SOL sitting under every major EMA, CT calling it dead, everyone arguing about who dumped on who

Timeline B: Solana swapped out its consensus protocol on mainnet and kept shipping

> $5B RWA value, all time high
> $60B DEX volume
> 14M stablecoin-holding addresses
> $1B cumulative stablecoin card spending
> 150ms target finality with @anza_xyz

Price tells you how people feel. These numbers tell you what people actually do

The one i would personally watch is the $1B in card spending.

That’s not traders rotating, that’s people paying for coffee and groceries with stablecoins on Solana

Timelines converge eventually. Usually toward the one with users
Solana Verified account @solana 4d
Solana replaced its consensus protocol in October. Alpenglow went live on mainnet on the 21st, targeting ~150ms finality.

October was a month of records across network speed, tokenized assets, payments, and institutional access.

Here are a few figures that mattered:
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Shindo Verified account @shindosol
Solana this week is the “two timelines” thing in its purest form

Timeline A: $657M in tokenized stocks traded in a single day. More than double any day sinceSeptember. @Backpack alone did ~$598M of it

Timeline B: onchain trading terminals just hit their 5th ~90% volume drawdown ever

Same chain. Same week.

My read as someone who stares at dashboards for fun:

The flow isn’t leaving Solana. It’s changing what it trades. October did $3.9B in tokenized stocks for the whole month, and one Monday just did ~17% of that

The caveat: ~91% of Monday came from one venue. One big day is a signal, not a trend. Give it a few weeks before we call it a shift

But if it holds, CT is going to have a very weird identity crisis. Half the timeline arguing about Nasdaq exposure, the other half still hunting the next dog coin

And somewhere in the middle, people loading graded slabs onchain. Honestly my favorite timeline
Solana Verified account @solana 6d
BREAKING: $657M in tokenized stocks traded on Solana on Monday.

More than double any other day since September. @Backpack Securities made up $598M of it.
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