Solana

“I'll talk my own book on this for a second as a seed investor is like, it actually works, right? Like Solana as an ecosystem can actually do this now, which even two years ago, it couldn't like no one really could, you know, I'm very sure the Ethereum world. I…”

“I think Solana flips Ethereum.”

“And I think is probably the most important cryptocurrency outside of Bitcoin. I'm a short on ETH long on Solana”

“I'd say Solana ETF, which will be great.”

“You know, I'm very sure the Ethereum world. I'm very long. Dave Morin: Solana. Sam Lessin: It's a personal book.”

“I think Raj said they traded 10% of the volume of the NASDAQ.”

“As a believer in Solana from the beginning as well, like, it's amazing to see Solana performing at the level that it's performing, right? Like, this might not be the use case that everybody loves, but the sheer scale and volume of what happened over the weeken…”

“The 400,000 bucks we put into Solana, I think is right now worth 2.2 billion, right? Like, you know, and like, we distributed well, but not that well, right?”

“And so the founder, who's very talented product guy decided to launch a meme coin last week on on pump.fun, which builds meme coins on top of Solana. And, you know, in a day's time, it went from zero to, let's see, it ended the day somewhere in the two hundred…”

“The Trump coin, which was built on Solana was, you know, doing forty billion in transactions.”

“Solana has become the place where almost all the energy is around us and specifically there are apps like something called pump.fun”

“I think you and I and all of us here on this pod have always thought, you know, that Solana is the superior technology. It's the most scalable. We were seed investors.”

“The medium is the message and Ethereum is slow and expensive. Right. And so if you think about like the NFT thing was primarily ETH and ETH derivative based, right? It's slow and expensive. So like you had a different set of behaviors. Solana is fast and effic…”

“It's exactly to a message that if, like, Roger Anatoly, both of whom are great, had, like, gotten up, or one of the leaders and said, this is what I believe, I authentically believe this, I stand behind it actually would have been basically fine.”

“It costs like 20 cents to like create a meme coin because it is just sending a message, right?”

“At this point, most, but I think Ethereum has probably the most valuable ones, but by sheer number of launches per day, I think it's like, was peak over a 100,000 per day. I think it may be like 20 to 50,000 right now.”

“I think there is just a set of users that are kind of heavy users, and that might be a limited, that's not going to be eight billion people. I don't know how big that set is, but it could be like A hundred million. Right now, that sounds like a small fraction …”

“Seeker, the device, we got 150,000 pre-orders and it's shipping August.”