🧵 Whoever owns the stablecoin base, owns the future of banking.

For 200 years, banks scaled by holding deposits. Fintechs scaled by renting them.

Now stablecoins have made them portable, and that shift is about to redraw global banking.👇 2/ Every banking revolution started with a change in where money lived.

In the 1800s, banks issued private notes backed by gold, but trust was local and fragile.

The 1900s centralized that trust through the Fed and FDIC, creating giants like JPMorgan and Citi.

The 2010s digitized it through fintech neobanks like Revolut and Nubank.

Now, stablecoins have pulled deposits out of banks entirely and made them programmable, borderless, and liquid at internet scale.

Solana stablecoins surged from $1B to $10B over the last year.

But @KyleSamani thinks we haven't seen anything yet.

🧵 on why @Solana's Token Extensions will bring TradFi Institutions on board at a massive scale after stablecoin clarity in the US. 1/ Adding functionality to tokens is tedious. Everything is custom logic. Token extensions change that.

Take a simple comparison: JPMC wants to launch an interest bearing stablecoin.

ETH: Developers need to write custom code for the interest logic and update 'Balance + Interest' frequently on-chain.

SOL: Turn on “Interest Bearing” extension, set the rate, and go live!

What if the future of energy isn’t controlled by governments or corporations—but by you?

A new wave of DePIN innovators are decentralising the energy supply chain, turning solar power into a $100B opportunity. @GlowFND @daylightenergy_ @Powerledger_io @RowanEnergy @plumenetwork @charge_xyz @DeCharge__ @starpowerworld @PyseEarth @combinderio 1/ Solar power has hit a tipping point. It's now the cheapest source of energy across the world.

Since 2010, solar tariffs have plunged by an astonishing 8x, making it more affordable than ever to harvest energy directly from the sun.

Introducing SentientMarketCap.

Your go-to platform to track, analyse and make sense of the AI Agent sector on Solana and the
@virtuals_io ecosystem.

Here's why we built it and what it offers. 🧵 Link to the platform: sentientmarketcap.com

Sentient memes are all the rage, but one in particular has caught our attention.

It sits right at the intersection of finance, social networks & meme assets.

@ai16zdao has built a portfolio that has multiplied in value without ever doing a trade. How does it work? We dug in. First, the numbers. ai16z launched on @daosdotfun with a little under $100k.

The AUM has since ballooned to $1.9 million as creators send Eliza assets to build their own bots. Why? Because it helps build visibility for the asset itself.

Kind of reminiscent of Snoop Dogg's metaverse buy.

Async Execution is Web3's Javascript moment (🧵/10) @solana 1/ Think back to the early web: every interaction required a full page reload from the server.

Click a button? Wait. Fill a form? Wait. Check a notification? Wait again.

The web was trapped in a sequential, step-by-step world. 🕰️