Abdul-Samadk

1/ We believe Solana remains the most commercially viable blockchain for global markets and payments.
It continues to dominate as a secular share gainer of onchain economic activity – and the momentum is only accelerating.
Solana is the reserve asset of @HeliusHSDT $HSDT
2/ The case for Solana is straightforward: it's
Fast, affordable, and accessible.
We think back to what Jeff Bezos described as the "holy trinity of consumer wants" – the cornerstone of Amazon's philosophy.
We see that same clarity of vision and that same trinity in Solana.
3/ Solana’s strengths are evident across technology, user adoption, economic productivity, and real-world integrations.
– Fast, scalable blockchain
– Most widely adopted blockchain
– A financially productive asset with asymmetric upside
– Blue-chip financial institutions utilize it
4/ Solana has taken a "monolithic" design approach, focused on creating a unified user experience and maximizing the capability of its core chain, similar to the design philosophy of Apple.
High-performance and low-cost, capable of 65,000+ transactions per second at the base layer.
5/ Key Metrics Driving Solana's Dominance (Updated for September 2025):
Fast, Scalable Blockchain:
4,500+ transactions per second with <400ms finality and consistent uptime.
<$0.01 fees per transaction that enables high-volume activities.
The Most Widely Adopted Blockchain:
8,500+ new developers onboarded in 2025 YTD.
4.5mm+ average daily active wallets with 30bn+ transactions YTD.
A Financially Productive Asset with Asymmetric Upside:
7% native staking yield with deflationary fee burning mechanism.
6% of BTC market cap and 22% of ETH market cap.
Utilized by Blue-Chip Financial Institutions:
Tokenized funds by BlackRock, Apollo, Franklin Templeton and more.
Payment rails adoption by PayPal, Stripe, Visa, and Shopify.
6/ We believe we are at the early stages of blockchain adoption, with a more than 100x increase in blockchain activity ahead. For these mass-market applications, we believe Solana has the user experience edge.
7/ We dive deeper into why Solana, why DATs, and why @HeliusHSDT $HSDT in our latest blog post.
$SOL $BTC

1/ 📊 Market
- Crypto market is stable, with the Fed almost certain to cut interest rates in September.
- Bitcoin ($BTC ) is slightly up, Ethereum ($ETH ) is slightly down.
- Digital asset bonds (DAT) are correcting, with some trading at or below their market value.

2/ 🧩 Weekly Focus
- Key events this week:
- Big token unlocks for Aptos (APT).
- BounceBit (BB) launches with high expectations but faces challenges.
- New token World Liberty Finance (WLFI) debuts.

3/ 🔓 Token Unlocks
- Next week, over $945 million in tokens will unlock, about 4.7% of the total supply.
- Major projects include APT, CHEEL, IO, MOVE, and BB.

4/ 🚀 Spotlight on Unlocks
- $ENA (Ethena) price up over 14% despite large unlocks, thanks to strong demand.
- Unlocks don’t always mean sell-offs; it depends on what token holders do.

5/ 💡 Aptos (APT)
- Unlocks $48.52 million on September 11, 2025, which is 2.20% of its supply.
- Weak demand might make it hard for the price to rise soon.

6/ 💡 BounceBit (BB)
- Unlocks $5.68 million on September 10, 2025, which is 6.31% of its supply.
- The cooling Bitcoin finance (BTCfi) sector makes it tough for BB to recover.

7/ 🆕 World Liberty Finance (WLFI)
- Launches with 25% of its supply available, causing early selling pressure and panic.

8/ 🧭 Real-World Assets (RWA)
- $PLUME has a big unlock scheduled for January 2026, mostly for internal use.
- Token details and unlock schedules are on tracking platforms.

9/ 🏦 Institutions
- BitMine now holds over $8 billion in ETH, about 1.5% of the total supply.
- Metaplanet bought another $112 million in BTC, now holding 20,000 BTC.
- Stripe and Paradigm are working on a new blockchain called Tempo for stablecoin payments.

10/ 📜 Regulation
- Nasdaq is watching companies raising money to buy crypto more closely.
- Binance is now the world’s top crypto exchange, thanks to its focus on user experience, technology, and following the rules. This has helped it grow a lot, even in a tricky market.

11/ Tokenomics
- SUI Group’s treasury is now over $300 million after adding 20 million SUI tokens.

12/ 🌐 Market Overview
- Polymarket might start operating in the US after a recent ruling.
- Ondo is tokenizing over 100 US stocks and ETFs on Ethereum, BNB Chain, and Solana.
- $ENA is up 12% as StablecoinX raises $530 million.
- Gemini is aiming for a $2.22 billion valuation for its Nasdaq IPO.

13/ ⚠️ WLFI Drama
- WLFI has blacklisted an address linked to Justin Sun, which holds a lot of unlocked and locked WLFI tokens.
- Sun had previously moved about $9 million worth of WLFI.

14/ 🪙 Tether (XAU)
- Considering gold investments in mining, refining, trading, and royalties.

15/ 🌐 Payments
- Tempo (Stripe x Paradigm) is testing a new blockchain for stablecoin payments.
- Fireblocks launched a network for stablecoin settlements with over 40 partners.
- Kraken bought Breakout, a prop trading firm, but the deal value isn’t public yet.

16/ 🧩 Enterprise
- Trump Media ($DJT) bought $684.4 million in Cronos ($CRO) for about $105 million, using cash and stock.
- CRO will be integrated into Truth Social and Truth+.

17/ 🧠 Alpha Leaks
- Camp ($CAMP) season 2 is starting.
- Monad released more Monad Cards, with over 4,000 eligible.
- Money Machine is launching late September after raising $3 million.
- Rainbow sold its “Rainbow Baggy” app icon NFT.

18/ 🎁 Airdrops
- Union opened claims for $U for testnet and NFT holders.
- WalletConnect ($WCT) airdrop for Nansen Points holders.
- Binance airdrop for $OPEN HODLers from August 18-21.
- Linea airdrop for $LINEA on September 10, based on activity.
- OpenEden strategy (Olimpio).

19/ 🛡️ Security
- Google fixed 84 vulnerabilities in Android, including 2 zero-day exploits.
- SlowMist reported 9 Web3 hacks in August, totaling $70.73 million in losses.
- ZachXBT exposed a price list of over 200 crypto influencers and wallets, criticizing non-transparent ads.

20/ 🔓 Unlock Schedule Highlights
- $IMX ~$12 million on September 5.
- $ENA ~$112 million on September 5.
- $S (Sonic) ~$45 million on September 9.
- $MOVE ~$6 million on September 9.
- $BB ~$5.68 million on September 10.
- $APT ~$48.52 million on September 11.

21/ 💰 Funding
- Plural raised $7.13 million in seed funding from Paradigm.
- Wildcat Labs got an extra $3.5 million in seed funding from Robot Ventures.
- Maiga AI raised $2 million.
- Gigaverse raised $2 million from 1confirmation.
- Aspecta got strategic funding from OKX Ventures.
- Pointsville raised an undisclosed amount in Series A from Valor Capital Group.

$BTC
#bitcoin #Ethereum #Airdrop #DeFi #RWA #Stablecoin #TokenUnlocks #Security #Binance #Tempo #WLFI #APT #BB #ENA