jeff2024

Solana now has more unique RWA holders than Ethereum: 284,277 vs 197,459.
But Ethereum still holds about $16.6 billion in tokenized RWA value, while Solana holds around $2.5 billion.
Same sector, two very different races. Solana looks like it’s winning retail adoption with low fees and tokenized equities spreading across many wallets. Ethereum remains the main home for institutional capital through larger positions, treasury products, and deeper infrastructure.
The interesting question isn’t which chain is winning. It’s whether these two races eventually converge into one.

Next time you think of giving up, remember this photo of Elon in 2008.

Prediction markets just had their biggest month ever.
$29.4 billion in volume in May 2026. Another $6 billion in the first week of June.
12 months ago, monthly volume was $1.2 billion. That's roughly 24x growth in one year.
800,000 unique active wallets are now participating monthly. The use case has expanded well beyond politics and sports. Traders are now pricing Bitcoin risk, macro events, and geopolitical uncertainty through these markets in real time.
AI agents trading prediction markets autonomously is the next phase. When that happens, the volume numbers get really interesting.

Is $HYPE at $62 a good buy?

Nearly half of all trading on Hyperliquid is now RWA perpetuals. Gold, oil, NVDA, forex. Real-world assets being traded 24/7 on a decentralized exchange.
RWA perps did $524 billion in Q1 2026 alone. All of 2025 was $313 billion. Daily volume right now is $11.6 billion across 38 exchanges.
The CEO of Variational, which just raised $50 million from Dragonfly and Coinbase Ventures, said RWA perps will soon be bigger than Bitcoin and Ether perps combined.
The RWA narrative focuses on tokenized treasuries and spot markets. The actual volume is in perps, where anyone can access real-world asset expo

$ZEC down 50% from its $700 high.
A researcher found a critical bug in the Orchard shielded pool using an AI auditing framework that could have allowed unlimited counterfeit ZEC without detection.
The flaw sat unnoticed for four years.
Arthur Hayes sold his entire position saying the privacy narrative demands perfection and this can't be cryptographically proven clean.
The same privacy that drove the rally is now the reason people are leaving.

Most Solana mining protocols are the same game with different branding. I've been going through the category for weeks and they blur together fast. But one didn't, and it came down to a single mechanic I haven't seen anywhere else.
The protocol is called $JADE, and it's pushing the store-of-value thesis on Solana into new territory.
The mining loop itself is familiar. One minute rounds running 24/7, a 5x5 grid, you deploy SOL onto squares, on-chain VRF picks a winner. Most miners cover the full grid so they reliably land on the winning square, get most of their SOL back, and walk away with fre

It’s my birthday today.
Grateful for how far I’ve come, obsessed with how far I still want to go.
Thanks for rocking with me on this journey. We’re just getting started.

Gym, charts, sleep, repeat. June is personal.