[Retail investors think rising equals bullish; what I see is big money quietly rotating positions]
Many people see SOL up 20% over seven days, and up 47% over 30 days—the first reaction is, "A bull market is back. Quick, jump in."
But let me show you another set of data: the current SOL price is around $107, still 63% below its all-time high. In other words, most people are still on the road back to breakeven.
That’s the thing I’ve truly been watching closely lately.
Schwab has added SOL to its crypto platform, and MoonPay is building AI agent lending and borrowing on Solana. Look at these two pieces of news separately and they don’t seem that big, but put together, the flavor is different.
One is that traditional financial institutions are starting to formally incorporate SOL, which means compliance-driven capital gains another entry point. The other is that AI agents can directly operate DeFi lending and borrowing—automating complicated processes.
To be honest, I used to think DeFi lending and borrowing was kind of pointless—complex operations, high gas fees, and regular people simply can’t handle it. But if AI can execute on the user’s behalf, then it’s a different story. Imagine telling the AI, "Borrow out the position with the highest yield," and it just runs it all for you. This isn’t just a concept—it’s the logic that can actually run.
The question is that macro conditions over there are still talking up further Federal Reserve rate hikes, and BTC has even fallen below 79k. In this kind of environment, whether SOL can continue to strengthen independently—I’m not certain yet.
What have you been watching lately? Are you looking at the same direction of combining AI and DeFi, like me?
Many people see SOL up 20% over seven days, and up 47% over 30 days—the first reaction is, "A bull market is back. Quick, jump in."
But let me show you another set of data: the current SOL price is around $107, still 63% below its all-time high. In other words, most people are still on the road back to breakeven.
That’s the thing I’ve truly been watching closely lately.
Schwab has added SOL to its crypto platform, and MoonPay is building AI agent lending and borrowing on Solana. Look at these two pieces of news separately and they don’t seem that big, but put together, the flavor is different.
One is that traditional financial institutions are starting to formally incorporate SOL, which means compliance-driven capital gains another entry point. The other is that AI agents can directly operate DeFi lending and borrowing—automating complicated processes.
To be honest, I used to think DeFi lending and borrowing was kind of pointless—complex operations, high gas fees, and regular people simply can’t handle it. But if AI can execute on the user’s behalf, then it’s a different story. Imagine telling the AI, "Borrow out the position with the highest yield," and it just runs it all for you. This isn’t just a concept—it’s the logic that can actually run.
The question is that macro conditions over there are still talking up further Federal Reserve rate hikes, and BTC has even fallen below 79k. In this kind of environment, whether SOL can continue to strengthen independently—I’m not certain yet.
What have you been watching lately? Are you looking at the same direction of combining AI and DeFi, like me?