Solana Weekly

The Forefront of Solana Builders and Trends
  • 5.0 (7)
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All the happenings on Solana, from NFT's to Defi to rugs. Compiled weekly to get you the information you need to understand the big picture. thomasbahamas.substack.com

  1. Solana Weekly #120 - Long-Term Wealth Building with Solana: Gaius on The Vault, The Library, and Why Patience Wins

    10/06/2025

    Solana Weekly #120 - Long-Term Wealth Building with Solana: Gaius on The Vault, The Library, and Why Patience Wins

    Gaius, CEO of The Vault and founder of The Library, joins the show to discuss why long-term thinking beats trading in crypto. We dive into community validators, surviving the post-FTX downturn, why Solana's developer culture is its secret weapon, and the case for staking over speculation. Plus: token economics that actually reward holders, the maturation of the Solana ecosystem, and why ignoring the noise might be your best strategy. All the links: linktr.ee/solanaweekly Connect with Gaius: The Vault The Library Twitter Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe

    1h 9m
  2. Solana Weekly #119 - Discovering Opportunities on Solana: Oh Me on Building Kyzzen's Opportunity Platform

    09/29/2025

    Solana Weekly #119 - Discovering Opportunities on Solana: Oh Me on Building Kyzzen's Opportunity Platform

    Oh Me, founder of Kyzzen, joins Thomas to discuss his platform's evolution from NFT education to becoming Solana's premier opportunity aggregation platform. After three years of bootstrapping with zero funding and zero team turnover, Kyzzen is launching its first NFT collection: Kyzzen no Sekai, an AI-assisted anime art project offering holders exclusive access to advanced analytics tools. Oh Me shares his unconventional framework that simplifies all crypto opportunities into just 6-7 categories, regardless of sector. He challenges the "generational wealth" narrative, instead focusing on financial freedom through sustainable income streams like DeFi yields, staking, and airdrops that work in any market condition. Key topics include: Why Kyzzen pivoted to focus solely on money-making opportunities The hybrid art approach combining hand-drawn traits with AI generation Advanced portfolio analytics and risk management tools for NFT holders Investment philosophy: your biggest enemies are greed and carelessness Running 140+ projects through Twitter Spaces in 34 weeks The state of Solana's regulatory environment and future outlook Oh Me brings a refreshingly honest perspective from his banking background, emphasizing research, risk management, and long-term thinking over speculation. A must-listen for anyone serious about building sustainable wealth in crypto. More in depth show notes at solanaweekly.fun/episodes Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe

    1h 49m
  3. Solana Weekly #118 - KRTV on Saga Monkes and the Solana Lifestyle

    08/05/2025

    Solana Weekly #118 - KRTV on Saga Monkes and the Solana Lifestyle

    Solana Weekly with KRTV from Saga Monkes This episode features host Thomas Bahamas interviewing KRTV, creator of the Saga Monkes NFT collection on Solana and advocate for both NFT's and Solana in general. They explore NFTs' resurgence, Solana's ecosystem advantages, meme coins vs. NFTs, DePIN challenges, the Saga phone's history, and Saga Monkes' origin. https://x.com/krtvdept https://x.com/sagamonkes More show notes at solanaweekly.fun/episodes Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe

    1h 37m
  4. Solana Weekly #117 - Finding Nirvana and a Store of Value

    07/30/2025

    Solana Weekly #117 - Finding Nirvana and a Store of Value

    Episode OverviewIn this episode of Solana Weekly, host Thomas interviews Sid from Nirvana Finance to explore their innovative approach to creating a crypto-native store of value on the Solana blockchain. The discussion dives into the challenges of value storage in crypto, the unique mechanics of the ANA token, and how Nirvana aims to provide stability and transparency in a volatile market. * Support the Show: Subscribe to Solana Weekly on your preferred platform, leave a review, and share the episode on LinkedIn or Twitter/X to amplify Thomas. More in depth show notes at solanaweekly.fun/episodes Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe

    1h 21m
  5. Solana Weekly #116 - Nansen CEO Alex Talks Crypto Cycles and OnChain Analytics

    07/22/2025

    Solana Weekly #116 - Nansen CEO Alex Talks Crypto Cycles and OnChain Analytics

    Join host Thomas Bahamas on Solana Weekly for an awesome chat with Alex Svanevik, CEO of Nansen which is the gold standard in crypto analytics. They explore tokenized assets blending TradFi and crypto, market cycles and "chain wars," Solana's edge in RWAs, regulatory ironies pushing retail into meme coins, and Nansen's evolution from DeFi tools to AI agents for real-time on-chain insights. Top 3 Takeaways: Crypto's "sandbox era" of speculation is hardening infrastructure for real assets like tokenized stocks on Solana. Regulations should enable positive-sum investments (e.g., equity in protocols) over zero-sum meme games. Nansen democratizes analytics with labeled addresses, staking ($2B+ TVL), and upcoming AI for portfolio tracking and alpha discovery. Listen for the full dive into the future of finance! Links: Nansen: https://nansen.ai Alex on X: https://x.com/ASvaneviktwitter.com Solana Weekly on X: https://x.com/solanaweeklypodtwitter.com Episodes: https://solanaweekly.fun/episodes Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe

    43 min
  6. Solana Weekly #115 - Redstone Is Bringing Private Credit and T-Bills to Solana DeFi

    07/11/2025

    Solana Weekly #115 - Redstone Is Bringing Private Credit and T-Bills to Solana DeFi

    Marcin - Co-founder and GTM lead at Redstone, crypto veteran since 2017 with background in quantitative economics. Previously worked at Google Cloud before founding Redstone in 2020. The Oracle Infrastructure Revolution Redstone's Modular Architecture Redstone built a fundamentally different oracle system designed for scalability from day one. Unlike traditional models that were difficult to scale across networks and assets, Redstone uses a modular architecture with four modules—keeping three off-chain to minimize integration complexity. This design enables rapid deployment across new blockchains and virtual machines. Multi-Chain Pioneer * First oracle on many non-EVM networks including TON (Telegram), Starknet, and Fuel VM * Strategic expansion philosophy: "Go where people want us, not where we force ourselves" * 75% of company are engineers, maintaining 100% reliability with zero mispricing incidents Why Solana, Why Now Perfect Timing Convergence Redstone's Solana launch aligned with a critical market moment. Their partnership with Securitize to serve major tokenized funds (BlackRock BUIDL, VanEck, Apollo, etc.) coincided with Solana's emerging RWA momentum through protocols like Camino, Drift, and Jupiter. Foundation Support Meeting Lily (Solana Foundation director) at Binance Blockchain Week in Dubai catalyzed the expansion, providing technical resources and ecosystem connections for smooth integration. Real-World Assets Explained Two Flagship Products * Tokenized Treasury Bills (T-Bills) * Low-risk, yield-bearing government securities * Principle should always appreciate (barring systemic USD issues) * Considered equivalent to cash in accounting (0-3 month bills) * Apollo's Diversified Credit Fund (Tokenized as ACRE) * Private credit outside traditional banking system * Example: Entrepreneur needs $10M for factory railway, banks reject due to complexity * Apollo intermediates: lenders provide capital at 8%, borrowers pay 12%, Apollo manages 4% spread * Involves real risk of default, but diversified across 100-1000 loans Access Revolution * Traditional minimum: $5-10 million * Tokenized minimum: $50,000 (100x reduction in barrier to entry) * Global accessibility without complex traditional finance onboarding The Technical Innovation: sACRE Security vs. Utility Challenge ACRE is a security token, making it non-transferable and unsuitable for DeFi liquidations. Securitize created an elegant solution: * sACRE: Non-security wrapper around ACRE * Enables DeFi integration while maintaining regulatory compliance * Liquidators interact only with sACRE, never touching the underlying security * Vault system allows redemption back to USDC when needed DeFi Use Cases and Looping Strategies The Looping Mechanism * Deposit $1M worth of sACRE as collateral * Borrow $500K USDC (50% LTV for safety margin) * Buy more sACRE with borrowed USDC * Repeat process until hitting minimum investment thresholds * Amplify exposure while maintaining liquidation safety Risk Considerations * Platform risk (Drift/Camino vulnerabilities) * Asset price risk (private credit can decline unlike T-Bills) * Liquidation risk if looped too aggressively * Need for proper risk management and position sizing Institutional Adoption Pathway Baby Steps Philosophy Unlike crypto's "10x or bust" mentality, institutions take measured approaches: * Current: Basic tokenization and custody * Next: Simple lending and structured products * Future: On-chain hedge funds and complex derivatives Benefits Driving Adoption * Broader Access: Geographic and capital barriers removed * Secondary Liquidity: Instant swaps vs. 90-day redemption periods * DeFi Composability: Integration with lending, looping, structured products * Transparency: On-chain visibility vs. opaque traditional systems Market Lessons and Risk Management Learning from Terra/Anchor * Size caps prevent systemic overheating * Transparency requirements for risk assessment * Multiple audits and conservative approaches * Recognition that 20% yields were unsustainable Current Systemic Risks * Staking derivatives pose the largest potential systemic risk * Liquid staking tokens widely used as collateral across DeFi * Any major exploit could cascade across ecosystem Future Roadmap Immediate Developments * Additional Solana-native stablecoin feeds * More yield-bearing asset integrations * Jupiter's "Drip/Plant" lending protocol (partnership with Ethereum's Fluid) Long-term Vision * Yield-bearing stablecoins as mass adoption driver * 4-6% yields as the "sweet spot" for user interest * Cross-chain collaborations and composability * Gradual expansion of on-chain institutional products Builder Ecosystem * Testing available at app.redstone.finance (Push → Solana) * Open communication channels via Telegram/Discord * Custom data feed development for specific use cases The Bigger Picture Adoption Paradigm Shift Traditional crypto adoption focused on retail users buying NFTs and meme coins. RWA adoption brings institutional capital seeking familiar products with blockchain benefits—better access, liquidity, and composability. Global Financial Rails Redstone's vision extends beyond individual assets to creating seamless global financial infrastructure. Current traditional systems are siloed by country/region, requiring inefficient bridges. Blockchain technology enables truly global, instantaneous settlement. Competitive Collaboration The Jupiter-Fluid partnership exemplifies healthy ecosystem growth—established players collaborating rather than zero-sum competing, recognizing the early-stage nature of the overall market. Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe

    56 min
  7. Solana Weekly #114 - Greater Fools Tells the Solana Story by TBoh

    06/24/2025

    Solana Weekly #114 - Greater Fools Tells the Solana Story by TBoh

    Solana Weekly with Tboh - "The Greater Fools" Book Discussion Guest Background Tboh (Scott) is a professional author and screenwriter with 30 years of experience in Los Angeles. He previously had a successful true crime book that debuted at #1 on Amazon, appeared on major media outlets (Howard Stern, SNL, NBC), and became a Jeopardy answer. For the past 10-15 years, he's been ghostwriting for others, but decided to write about something he's passionate about: Solana. The Book: "The Greater Fools" * Genre: Fantasy/adventure story that teaches crypto concepts through narrative * Target Audience: 300 million fantasy/sci-fi readers worldwide who want to learn about crypto * Length: 110,000 words (originally planned for 50,000) * Timeline: 1.5 years in development (originally planned for 8 months) * Educational Goal: By the end, readers understand wallets, exchanges, blockchain basics, Bitcoin, Solana, Ethereum, and how to avoid common scams Funding and Community Support Tebow took an unconventional approach by raising "seed funding" for a novel: * Initial Investors: Jordan and Barage (DTP founders), Monterey Rice (Pandas CEO), Nana Trades, EJ the Cray * Community Backing: Exalt DAO (sub-community of Pandas) provided treasury funds * Solana Foundation: Gave him a booth at Breakpoint Singapore 2023 * Investment Philosophy: Investors said "if we see the money again, great, but we want to support what you're doing" Solana NFT History Deep Dive The conversation provides rich historical context about Solana's NFT evolution: Degen Apes - The Catalyst * Impact: Brought Solana to worldwide attention, caused network congestion * Significance: First major hyped mint that attracted people from other blockchains * Art Quality: Described as "Pixar-level" 3D art * Community: Focused on IP development, entertainment company aspirations Other Major Collections * Degenerate Trash Pandas: Where Tebow found his community, focused on supporting struggling artists * Famous Foxes: Early utility pioneers, built essential NFT tools * Solana Monkey Business: "LinkedIn of Solana" - networking hub for builders and successful individuals * Okay Geckos: Gossip Goblin's collection, known for strong community support * DeGods: Described as having a "frat boy" culture, controversial but loyal community NFTs vs. Meme Coins Analysis NFT Communities (Historical) * Structure: Discord-based, PFP-driven tribal identity * Characteristics: Country club model - pay entry fee, stay for community value * Innovation Hub: Where most Solana tooling and infrastructure was developed * Longevity: Built for long-term community engagement * Shared Trauma: Community bonds strengthened during the FTX collapse and bear market Meme Coins (Current) * Structure: Telegram-based, focused on quick gains * Philosophy: "Come make money and feel free to dump on me" * Timeframe: Shorter-term oriented * Capital Formation: Can go from zero to billions quickly Key Insights on Solana's Competitive Advantages * User Experience: Superior wallet experience, negligible transaction fees * Artist Accessibility: Low barriers to entry for creators * Community Accessibility: Direct access to founders and CEOs via DMs * Developer Tools: Rapid innovation in NFT infrastructure * Battle-Tested Community: Survived FTX collapse and bear market together The Future of NFTs Both hosts believe NFTs will return because: * Established Communities: Collections like Monkey DAO, SMBs, and Geckos built lasting value * Unique Utility: Access to exclusive groups, deal flow, and networking opportunities * Proven Models: Examples like Quacks providing tiered access to investment opportunities * Undervaluation: Current NFT prices don't reflect the community infrastructure built Book Marketing Challenges and Strategies Tebow faces unique challenges marketing a crypto book: * Timing Issue: Wrote during NFT winter when interest was low * Distribution Dilemma: Balancing Web3 native release vs. traditional publishing * Community Approval: Getting permission from all mentioned projects and collections * Innovative Distribution Ideas: * Serialized release on Drip House * NFT versions with different cover art * Compressed NFT distribution * Partnership with wallets for "stake-to-read" programs Technical and Cultural Observations * Network Evolution: From network congestion during DGen Apes to current high performance * Gas Fee Psychology: Ethereum's high fees were bizarrely seen as status symbols * Community Loyalty: Many holders still maintain NFTs despite significant value drops * Innovation Through Adversity: Best tools and communities emerged during difficult times Price Predictions and Bullishness Thomas boldly predicts $1,000 Solana, noting that the community has become hesitant to express extreme bullishness despite strong fundamentals and ecosystem growth. Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe

    1h 33m
  8. Solana Weekly #113 - Digital Identity, Rewards, and Making Recommendations with Simon From SolanaID

    06/23/2025

    Solana Weekly #113 - Digital Identity, Rewards, and Making Recommendations with Simon From SolanaID

    Host Thomas sits down with Simon, founder of Solana ID, during Solana Accelerate in New York to discuss the future of digital identity on Solana. They explore how Solana ID is solving user acquisition challenges for dApps while giving users control over their digital reputation. Guest Simon - Founder of Solana ID Hosts the "Sol Brothers" podcast Key Topics Discussed The Digital Identity Problem The Core Issue: dApps don't know their users - "DeFi apps don't have users, they have strangers" Users build reputation across multiple wallets with no way to aggregate their identity Current marketing is inefficient - throwing money at random users who don't care about the product How Solana ID Works Unified Identity: Connects multiple wallets to create one comprehensive identity profile SOLID Score: Aggregates on-chain behavior into meaningful scores and badges Privacy-First Approach: Apps get behavioral data without knowing real identities Win-Win-Win Model: Users get perks, apps get better targeting, protocol generates revenue Privacy vs User Experience Balance UX First Philosophy: Prioritizing ease of use over extreme privacy to drive adoption Dual Approach: Offering both zero-knowledge proofs and traditional Web2 API integrations ZK Implementation: Using ZK-TLS technology with ZK Pass for cryptographic verification of social media and other off-chain data Solana Ecosystem Insights Consumer Chain Evolution: Solana's focus on user experience over pure tech specifications Network Effects: Why Ethereum remains dominant despite inferior tech, and how Solana is building similar network effects Developer Experience: Rust vs Solidity - more complex but more robust development Technical Challenges Data Accessibility: Making Solana's complex on-chain data readable for apps Real-time Querying: Providing instant access to wallet history and behavior patterns Infrastructure: Building indexing and aggregation tools for the ecosystem Token Strategy and Market Dynamics SOLID Token: Launched in December, faced market challenges during altcoin decline Dual Product Management: Balancing protocol development with token utility Market Timing: Lessons learned from launching during market downturn Upcoming Features and Announcements ID Display Network: Partners will show perks directly on their platforms to Solana ID holders Social Media Integration: Traditional API connections alongside ZK proofs Single Sign-On: Potential "Sign in with Solana ID" functionality Major Announcement: Something big coming with Solana Foundation during Accelerate week Multi-Chain Future Discussion Solana Focus: Staying laser-focused on one ecosystem for maximum impact Potential Expansion: Future possibility of white-labeling or expanding to other chains Market Dynamics: Why most chains haven't achieved the network effects needed for success Regulatory Environment Innovation Acceleration: How improved crypto regulations will benefit the ecosystem Solana's Position: As a US-based company, well-positioned for regulatory clarity Builder Ecosystem: Expecting more innovation as regulatory uncertainty decreases Key Quotes "DeFi apps don't have users, they have strangers" "Privacy usually adds an element of complexity - if you don't give a big enough benefit, people will not use your application" "Solana ID is a bet on Solana, and Solana is a bet on crypto" "We're making wallets human readable basically" Resources Mentioned Solana ID App: app.solana.id Weekly Community Calls: "SOLID Talks" - Saturdays 3:00 PM UTC Jupiter: Leading example of consumer-focused Solana apps Portfolio Trackers: Awaken Tax, Jupiter Portfolio, Asset Dash Domain Services: SNS, All Domain Technical Stack Zero-Knowledge: ZK-TLS technology via ZK Pass partnership Programming: Rust on Solana Data Indexing: Custom infrastructure for real-time wallet analysis Integration: API endpoints for dApp integration Target Audience Solana developers building consumer applications DeFi users looking to leverage their on-chain reputation Anyone interested in the intersection of privacy and user experience in Web3 Episode Takeaways Identity is Infrastructure: Digital identity will be critical infrastructure for the next phase of crypto adoption Balance is Key: Success requires balancing privacy ideals with practical user experience Network Effects Matter: Technical superiority alone doesn't guarantee success - community and adoption are crucial Regulatory Clarity Helps: Improved regulations will accelerate innovation and business building Solana's Momentum: The ecosystem's focus on consumer experience is driving real adoption Connect with Simon on X: https://x.com/simonmolitor Follow the "Sol Brothers" podcast for more Solana ecosystem insights Join SOLID Talks community calls for the latest Solana ID updates Try Solana ID at app.solana.id Host: ThomasProduction: Solana Weekly More at solanaweekly.fun/episodes Episode with Eno (cohost of SolBrothers) Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe

    1h 1m
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About

All the happenings on Solana, from NFT's to Defi to rugs. Compiled weekly to get you the information you need to understand the big picture. thomasbahamas.substack.com

Information

  • Creator
    The Forefront of Solana Builders and Trends
  • Years Active
    2022 - 2025
  • Episodes
    121
  • Rating
    Explicit
  • Copyright
    © Thomas Bahamas
  • Show Website
    Solana Weekly

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