Wander.sol

Some people go to therapy We open Pokemon packs everyday on the internet and call it character development Seems like a fair trade to me 🕓 November 11th, 4:00 PM UTC See you at the hunt !

Boarding my flight on Thursday, i'm so exited !

Saturday vibe, let's hunt some grails and get crazy !

Pulling up with the crew to hunt some grails. Either we leave with something legendary or become the next cautionary tale Gold Pool, be gentle with us 🏴‍☠️

Same. Charts open, slabs on the desk, zero focus I’m already in that mode where every tab is a Solana tab See you there folks, drop me a comment if you are also around, happy to connect !

5th time onchain trading terminals have hit a ~90% volume drawdown Pulled up the chart to see what history actually says: > Spring ‘24: -95% > Mid ‘24: -91% > Early ‘25: -93% (off the ~$8.5B/week peak) > Late ‘25: -93% > Now: -89% off the ~$6B/week peak Avg peak to bottom is ~45 days. Longest was 61. We’re on day 58 My take, as someone who has been chopped up by every single one of these: > The pattern says volume comes back. It always has. But look at the peaks. ~$8.5B in Jan ‘25, ~$6B this cycle. Lower highs on memecoin flow > Pays attention to the floor. In 2024 the quiet weeks were basically zero. In 2025-26 the “dead” weeks still did billions > So i don’t read this as onchain dying. I read it as memecoin terminals being one part of the pie instead of the whole thing The same week terminals hit -89%, @solana did $657M in tokenized stocks in a single day The volume isn’t gone. Some of it just moved to things that aren’t 1000x lottery tickets Meanwhile SOL sits at ~$94 like none of this is happening 3 days to beat the record. I’m watching it closely

$657M in tokenized stocks traded on @solana on Monday more than double any other day since September. And @Backpack Securities did $598M of it Some context, because numbers like this get lost on the timeline: > October total was $3.9B for the whole month Monday alone was ~17% of that. That’s one day of RWA volume rivaling what a lot of chains do in a month My honest take: this is the most “real” RWA signal i’ve seen on Solana so far Not a partnership announcement, not a roadmap slide, actual people trading actual stock exposure onchain But i’m not going to pretend it’s clean either. ~91% of the volume came from one venue. That looks a lot more like a launch spike or a big desk testing the rails than broad organic demand What i’m gonna watch next: > Does daily volume stay above $200M once the launch hype fades > Do other issuers (xStocks, PreStocks, Ondo) start taking real share > Does any of this actually show up in SOL price, because right now it’s not I mean SOL is still sitting around $94, under every major EMA, while the network is posting record RWA numbers. The chart and the fundamentals are having two very different conversations If this volume holds for a few weeks, one of them is wrong. My bet is it’s not the fundamentals Anyway, i’ll be here trading slabs, watching charts and touching grass until the midterms are over - Not financial advice -

Not gonna lie, @solana launchpads getting tier lists like football clubs now @Pumpfun sitting in S-tier probably won't surprise anyone, but i think we're looking at the wrong scoreboard if we only judge launchpads by launch activity The real test is what happens AFTER the token goes live Can a project turn launch-day hype into a real community? Keep liquidity flowing and keep people to stick around after the initial excitement fades? Anyone can launch a token, but to keep them stay active is the real game A launchpad can nail the launch and still leave the project fighting for its life afterward, i have seen them countless times

Weekly Draw Party Seeker Season 2 @thebyefun x @SolanaAppWorld nitter.cf/i/broadcasts/2WXKOLOZP…

GM, happy monday everyone ! Here’s my SOL weekly check-in SOL is sitting around $94-95, down ~6% from last Monday’s $101. That’s 5 red weeks in a row since late September, pretty insane ! Structure still looks weak: > Below the 50, 100 and 200-day EMAs spot SOL ETFs just had their biggest weekly outflow since launch (~$71.5M) > One whale sent ~1.49M SOL to exchanges in 10 days. Tbh i'm not surprised. I said last week the upgrade news wasn’t moving price and the market is still in “sell first, read the changelog later” mode But zoom out from the chart for a sec: > SIMD-0567 just got merged, ~81% less compute on token account ops > Solana is leading RWA net inflows over the last 30 days > New stablecoin and institutional integrations basically every week What makes me go sane: my onchain stuff doesn’t care what the candle looks like. My loaded cards are still earning fees every week while the chart bleeds. That’s the kind of thing I meant by finding something worth holding instead of speedrunning memecoins Price is lagging, builders aren’t ! My plan: watching $92-95 as support. Lose it and i'm adding slowly, not aping. Reclaim $100 and the mood flips fast, probably faster than anyone’s ready for - Not financial advice -

Remember the market outlook i shared earlier? The price action has been giving us quite a few clues lately Then came the Binance incident, followed by billions in liquidations Different catalysts, but the same lesson: when market confidence gets shaky, leverage makes everything 10x uglier You can have the perfect entry, the right thesis, and still get wiped out because you underestimated the risks around your position This is why i've been saying to pay attention to market structure, not just chase every green candle Crypto rewards patience, but first you need to survive long enough to use it

They're giving me a microphone again. What could possibly go wrong here 👀 Joke asides, i'm joining @thebyefun x @SolanaAppWorld for the Weekly Draw Party this Monday They've got Seeker SS2, a new Gold Pool, some card-related chaos and probably a few questionable decisions along the way Nov 2nd, 4:00 PM UTC Come hang. I'll try to behave (no promises)

Pokemon cards really went from something you begged your parents to buy at the supermarket to an asset class with its own financial innovation pipeline Think about how much the hobby has evolved. First you collect, then you trade, then you start tracking market prices, grading cards, hunting for undervalued copies and building entire portfolios around them Now we're entering a phase where people might be able to participate in the TCG market in ways that don't require personally hunting down and owning every single grail Could open the door for a whole new crowd, especially those who love the market but don't necessarily have the budget or patience to build a collection from scratch just don't let us reach the point where people start asking for Pokemon ETF approval before their morning coffee 😂 The TCG rabbit hole has no bottom, really

The @solana memecoin trader character arc: > Phase 1: launch a coin > Phase 2: ape 17 new coins before lunch time > Phase 3: lose track of what you even hold > Phase 4: discover long-term conviction Maybe the real meta is finding something worth holding instead of speedrunning every new ticker on the timeline Terrifying concept, honestly

Wanna show you guys something 4 weeks in and my dashboard is showing +$367.91 P&L That's how much fee i have earned just by loading card into @thebyefun machine No chart watching, no waiting for a card's price to pump. Just loading my slabs and letting them do their thing while they're in the pool Most of my cards are still there, working while people roll. Claim the fees, and i can put them toward more rolls instead of always reaching into my own pocket While my card is sitting in the pool, it's earning fees. If its market value goes up while it's still there, i get both the fees i've collected and the upside from the card itself Collectors are used to cards just sitting in a binder or a slab case. This gives them another way to participate Obviously, fees depend on actual roll activity and my result isn't a guarantee for everyone But imagine your cardboard helping fund your cardboard addiction? Now that's what i'm talking about

When i first talked with @captain_byefun about @thebyefun i already had a feeling he was building something different You can tell when someone is genuinely locked in. Every time he talks about the product, i can see his energy goes up. He's got a real vision for turning graded cards into something more liquid and interactive, not just stuff sitting in a collection That's why i decided to help out with the livestreams, bring more eyes to the project and eventually become one of its top loaders myself Now seeing the project featured in @solanamobile Seeker Season 2 is a pretty crazy milestone. Proud to see how far it's come and i think there's still a lot more to build The idea is simple: load your slabs into the pool, let them participate in the ecosystem, or roll for a chance to pull something sick. The cards are backed by @Collector_Crypt's inventory infrastructure and eligible pulls can be redeemed physically If you've got cards sitting around doing nothing, maybe put them to work And if you're here to roll, check the pool first. There are some seriously nice cards in there !

GM, happy monday everyone ! Here's my SOL weekly check-in SOL is currently around $101, down roughly 2% since friday and about 4% from last Monday's close The short-term structure still looks weak. Price remains below key moving averages, and the @anza_xyz's upgrade hasn't translated into a price rally yet For this week, i'm watching three levels: > $100 : key support. Lose it and $98–99 could come into play > $102.50 - 103 : first resistance to reclaim > $105 : getting back above this zone would make the short-term picture more bright My take: the $100 area is where buyers need to show up. Holding it could mean more consolidation, losing it could invite another leg down The tech keeps shipping, but price still needs buyers. Let's see which side wins this week

put 500 usdc into the $MER ico on 1st day, and the commit itself took me about just 2 minutes. the thing that actually convinced me though was buying a tee on @merchsdotfun first. the tee was nice and i really liked it lol, also just had to pay with $SKR straight from my wallet, no account, no card, and shipped to me in 3 days. softcap’s done with 65 contributors and under 1 day to go. if you’re on the fence, do what i did and test the store before you test the raise.

if i'm reading this correctly, this means SOL to $150 next surely it's got nothing to do with @anza_xyz taking transaction finality from ~12.8 seconds to a ~150ms target

i’m about to mint wanderUSD and i’m a little scared of myself. > stablecoin with your name on it, one transaction > you pick the collateral from their reviewed list > you decide how the yield splits with holders reflect reports ~21% average across 7 assets, so the first thing i’m checking is what’s actually backing mine and how fast i can redeem. trying it tonight, full report tomorrow 🫡