1. Multicoin’s latest Solana investment thesis: Solana targets the Internet

capital market

Multicoin Capital participated in Solana’s seed round of financing in May 2018. Since then, Multicoin Capital has been investing in Solana’s native asset SOL and the broader Solana ecosystem. We have previously published four investment papers on Solana. During that time. The first two versions were released approximately nine months before the first block was produced on the mainnet in March 2020. As the Solana Network evolves, so does our reference framework for how to think about the Solana Network and SOL assets. Click to read

2.Pantera: Why we like Raydium and buy Ray

Raydium is the leading DEX on Solana, and it is arguably the most attractive asset to investors in the entire market right now. Raydium has the rare combination of strong market leadership in a long-term growth area and a clear value accretion story that is not common among any other on-chain DeFi protocol. Click to read

3.a16z: The U.S. SEC should immediately take 6 major adjustment measures

As technology evolves, the U.S. SEC must evolve with it. This is especially true in the cryptocurrency space. New leadership and the formation of a new cryptocurrency working group provide the agency with an opportunity to take meaningful action and adapt. Click to read

4. How to buy bargains when AI Agents are everywhere?

What? Do you need logic to buy the bottom? Yes, the "low-price buying logic" is very important for ordinary users who are new to the market. Because before the main rise of the "Spring on the Chain" really arrives, high volatility will be the norm. Next, let’s briefly talk about how AI Agent should hunt for bargains? Click to read

5.Chainalysis: Who is holding TRUMP tokens?

While the majority of wallets holding $TRUMP were roughly break-even retail buyers, around 50 whales achieved over $10 million in profits at the wallet level. What else can we know by analyzing $TRUMP and $MELANIA on the chain? Click to read