Another 1m has been deposited in the confidential vault today! Total TVS is now 42m of which 15.4m is in the cUSDC vault

Agave v4.1 is now recommended for mainnet validators and sets the stage for an exhilarating v4.2. Introducing prerequisites for: - Alpenglow - 100M CU blocks - 200ms slot times

I gave a presentation at the @allinsummit Liquidity Summit on June 2nd about a little known asset, solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu My blog post about it is here - kylesamani.com/posts/the-rai… And the YouTube video of my presentation is here youtu.be/fO5sC7qS04E?t=2420

My one big prediction for EOY 2026 Solana mainnet will rival or exceed all major CEXs for majors for spot and perps

The @Morpho @SteakhouseFi confidential USDC vault is now in the top 20 biggest USDC vaults on Ethereum 🔥

what backpack just shipped is going to change everything: tokenized stocks backed 1:1 by real shares, redeemable for the actual stock. not synthetic price exposure. solana's about to eat the whole market.

The biggest sporting event in the world ⚽️ 32 teams. 1 champion. Knockouts are underway. Predict the winners on Phantom, powered by @solana

*GPT MODELS UNDER 5.6 UMBRELLA NAMED SOL, TERRA, AND LUNA

$FWDI is set to join the Russell 2000 and Russell 3000 Indexes. The largest @solana treasury company is entering two of the most widely tracked US equity benchmarks.

My theories and experiences, why so many VCs are unhappy (even though most are very well paid): 1. Easy to fail slowly This leads to years of low-level but constant stress. Pretending growth will reaccelerate in your big investments. Hoping your biggest check will pan out … when it won’t. Knowing you probably won’t be part of the next fund. Etc. 2. Easy to fall out of being a winner Many have a few strong investments but then markets, timing, energy change and/or networks decay. This can lead to plenty of anxiety 3. Partnership dynamics Many VC partnerships are sort of quietly toxic. They look and sound supportive. But even where there is “no attribution”, every one knows who sourced, and who owns, the big winners. There is so much quiet bravado, and wolf pack heirarchies. 4. Partnerships > n=2 are unstable They just are. Partnerships really are meant … for two.

Now I see why everyone was talking about this yesterday. The cUSDC vault launch between @zama and @Morpho is probably one of the most interesting DeFi releases in a while. For the first time, users can earn yield while keeping their positions private. This collab grabbed attention due to: large funds and whales being able to generate yield without exposing their portfolio moves. having a leader in encryption, a major asset manager, and one of DeFi’s top lending platforms on one table On top of the ~4% yield, there's also a 12-week rewards campaign with the highest incentives available early on. Definitely a partnership worth watching.