Lyt til Solana Weekly

1. Intro * Thomas welcomes listeners, positions episode as an “alpha drop” on gaming. * Introduces Jorge, a leading voice for Solana gaming and marketing strategist inside the Solana Foundation. 2. Why Web3 gaming is finally real * AAA & indie teams have been building since 2021 fund-raise phase; quality titles simply take 3-6 years. * Solana now hosts every genre: AAA (Star Atlas), mid-core (Aurory, Decimated), mobile (Honeyland). * Light at the end of the tunnel: playable builds, user-ready economies, not just white-papers. 3. Solana’s differentiation for games * Ultra-low fees let studios place gameplay-critical actions (fueling a ship, item craft, marketplace swap) directly on-chain. * Near-instant finality = seamless UX; devs can read on-chain user behavior to fine-tune economies. * Global payments and provably scarce assets remove grey-market risk (eBay skin scams, black-market key reselling). 4. The new Gaming on Solana initiative * Mission: aggregate content, surface hidden gems, spotlight devs & streamers. * Weekly Twitter Spaces (+ recorded pods) with founders & players. 5. Solana Game Pass alpha * Four-week mint window (Magic Eden) – open entry, no FOMO drop games. * Questing system that retro-rewards late minters so nobody misses out. * Prize pool funded by studios and infra partners (Solflare, Boom, Gamer, Beam, Play Solana, etc.). * Mirrors Xbox/PSN language to avoid NFT jargon and lower friction for mainstream gamers. 6. Tackling gamer skepticism * Early “play-to-earn Ponzinomics” poisoned the well; Solana message is fun first, ownership optional. * Blockchain benefits framed in gamer terms (true item ownership, fair markets, instant global payouts). 7. Compliance & tooling conversation * Jorge stresses need for legal teams & CFOs in Web3 startups. * Both speakers highlight emerging tax software (e.g., Wakeyn) to wrangle 50k+ on-chain TXs. * Regulatory clarity in US improving; Solana’s low-cost chain uniquely positioned for broad retail adoption. 8. Outlook & Events * “On-chain super-cycle”: transaction growth > price hype. * Content blitz planned for Accelerate NYC (May 22) – full camera crew capturing live demos, dev interviews. * Breakpoint Abu Dhabi (Dec) to showcase Game Pass results & 2025 road-map. 9. Parting wisdom * Jorge: “Shout-out to every builder who weathered the storm—your badge of honor is forged in steel.” * Thomas: encourages listeners to subscribe, leave reviews, and “shield your bags…work for them.” Resources & Links * Mint the Solana Game Pass: (Magic Eden, 3 pm EST launch) * Gaming on Solana Twitter: @gamingonsolana (weekly Spaces, quest updates) * Featured studios: Star Atlas • Aurory • MIXMOB • Honeyland • Decimated • Ian Heroes * Tools mentioned: Solflare wallet • Beam payments • Wakeyn Tax • Meteora Launchpad Call to Action * Subscribe & Review Solana Weekly on your favorite podcast app. * Mint a Game Pass and complete quests to support early Solana games. * Join the community: follow @gamingonsolana, hop into Tuesday Spaces, and meet Thomas & Jorge at Accelerate NYC. Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe [https://thomasbahamas.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

In this insightful follow-up interview, Omar from AgriDex returns to share the company's impressive progress since their last appearance. Omar details how AgriDex is revolutionizing global agricultural trade by providing instant, low-cost settlement through blockchain technology on Solana. The conversation covers AgriDex's successful token launch, their expansion initiatives across Africa, and their innovative approach to tokenizing agricultural trades rather than physical crops. Omar explains how they're addressing the $18 billion trade finance gap in African agriculture while building a platform that abstracts blockchain complexity for traditional businesses. Thomas and Omar discuss the formation of the Solana RWA Council, regulatory developments in the US and UK (including AgriDex's presentation to UK Parliament), and the contrast between speculative market movements and building lasting real-world utility. This episode offers a fascinating look at how blockchain technology is solving genuine problems in global agriculture, providing financial tools to underserved farmers, and creating sustainable financial instruments beyond the hype cycles of crypto. Highlights: How AgriDex reduces cross-border settlement fees from 3-6% to less than 0.5% with instant transactions The company's expansion through Africa, including partnerships with agricultural ministries Their unique approach to tokenizing trades between parties rather than physical assets Winning Stand With Crypto's competition for best UK use case and presenting to Parliament Formation and vision of the Solana RWA Council for promoting real-world asset applications Creating financial instruments that help farmers while providing stable yields for investors Balancing token price performance with long-term business building Website: agridex.com [http://agridex.com] solanaweekly.io/episodes for more Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe [https://thomasbahamas.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

In this exciting episode of Solana Weekly, host Thomas Bahamas welcomes back Joshua from Solayer to discuss groundbreaking advancements in blockchain scalability through their latest innovation, InfiniSVM. Episode Highlights: 📌 Introducing InfiniSVM – The First Hardware-Accelerated Blockchain * Joshua discusses the creation of a new blockchain category leveraging specialized hardware (similar to advances in AI). * InfiniSVM aims to dramatically enhance blockchain performance through Nvidia's Infiniband technology, optimizing networking and consensus at a hardware level. 📌 Reaching New Heights in TPS (Transactions per Second) * Internal testnets are achieving around 500,000 TPS, with ambitions to push towards 1 million TPS. * A theoretical test demonstrated 16 billion TPS under highly controlled, non-conflicting transaction conditions. 📌 Real-Time Blockchain Experiences * The goal is immediate transaction confirmation—no waiting, no uncertainty. * Use cases include high-frequency trading, DeFi, real-world assets, and consumer apps like streaming services or e-commerce platforms. 📌 Infinite Scalability via Specialized Hardware * Joshua explains the shift from software scaling limitations to hardware scalability, making it possible to expand network capabilities elastically. * Comparisons drawn with cloud computing infrastructure, envisioning seamless expansion as demand grows. 📌 User Experience: Seamless Integration * Potential SDK integrations for Solana apps, providing an "escape button" during high congestion. * Vision of blockchain use invisible to the user—transactions as seamless as traditional Web2 payments. 📌 Community and Ecosystem * Solayer seeks a community focused on genuine utility, product-driven innovation, and long-term value. * A vibrant, "degenerate-friendly" but fundamentally tech-oriented community is encouraged to experiment and build creatively. 📌 Potential Use Cases and Market Impact * Real-time consumer-facing applications (e-commerce, social platforms). * Financial services (payments cheaper than Venmo or PayPal). * Entertainment streaming (e.g., bringing platforms like Netflix or Spotify on-chain). 📌 Technical Insights and Hardware Specifics * Using technology adapted from the AI space (InfiniBand, RDMA, SDN). * Networking stack optimized for 100 gigabytes per second bandwidth, an unprecedented feat in blockchain tech. 📌 Future Plans and Timeline * Public Testnet expected around Q2, followed by mainnet shortly thereafter. * Continued commitment to staking and restaking on Solana, leveraging hardware innovations to improve yields. 📌 Addressing Concerns and Decentralization * Discusses validator structure: a main sequencer (megaliter) complemented by checker nodes, ensuring decentralization through statistical sampling and slashing mechanisms. * The network expands decentralization organically as transaction volume and revenue scale. 🔥 Notable Quotes: * "We're going for a hundred or even a thousand times improvement over current blockchains." * "Economics wins long-term—transactions must be faster, cheaper, and frictionless." * "What can you do when transactions are infinite? We don't even know yet—but it's exciting to find out." 🎯 Action Items & Call to Action: * Builders and integrators encouraged to reach out and explore InfiniSVM. * Listeners encouraged to stay tuned for public testnet releases and further announcements from Solayer. 🎙️ Host: Thomas Bahamas🎤 Guest: Joshua from Solayer📆 Podcast: Solana Weekly Episode #91 More at solanaweekly.io Disclaimer: This is not financial advice. Always perform your own research. Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe [https://thomasbahamas.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

In this episode of Solana Weekly, host Thomas sits down with Gus Marquez from Parcl to explore how they're revolutionizing real estate investment on the Solana blockchain. Episode Highlights: Discover how Parcl creates synthetic exposure to real estate returns through data-driven indexes without tokenizing physical properties Learn about Parcl Labs, which indexes every home in the U.S. and provides institutional-grade data Explore the inefficiencies in traditional real estate markets and how Parcl addresses them Understand the advantages: 18 basis points transaction costs vs. 2-5% for physical real estate and leverage up to 50x Hear why Solana was the perfect blockchain for Parcl's vision About the Guest: Gus Marquez is part of the team at Parcl, working to make real estate investment more accessible and efficient by bringing it on-chain. Parcl allows users to long or short specific real estate markets with none of the maintenance headaches of physical ownership. Key Moments: The founders conceived Parcl during COVID while observing migration trends, inspired by the lack of tools to short real estate markets. After several iterations, the current V3 platform offers sophisticated risk management and daily price updates based on extensive data aggregation. Whether you're saving for a home while tracking market returns, hedging property value for retirement, or seeking investment diversification without property management headaches, Parcl offers a compelling solution for both retail and institutional investors. Visit parcl.co [blob:https://claude.ai/db2886be-be92-4d9d-b8c5-eff9d5a2877d] to learn more, and look for parcllabs.com [blob:https://claude.ai/db2886be-be92-4d9d-b8c5-eff9d5a2877d] launching soon with institutional-quality real estate reports. This episode is for informational purposes only and does not constitute financial or investment advice. More at solanaweekly.fun/episodes Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe [https://thomasbahamas.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

Podcast Show Notes: Solana Weekly with Aly from Blockchain Founders Fund Host: Thomas BahamasGuest: Aly Madhavji, Managing Partner at Blockchain Founders FundDate: March 19, 2025Overview: In this episode of Solana Weekly, Thomas sits down with Aly Madhavji, a seasoned investor and managing partner at Blockchain Founders Fund, to explore the investment landscape of crypto, with a deep dive into Solana’s ecosystem. Aly shares insights from his eight years of experience, discussing market cycles, investment strategies, and emerging trends in Web3, including tooling, real-world assets (RWAs), fintech, and the intersection of AI and blockchain. Key Discussion Points: * The Crypto Market Rollercoaster * Aly reflects on the volatility of crypto markets, referencing recent events like Trump’s announcements causing 25% surges followed by sharp declines. * “There are no days off in crypto,” Aly notes, highlighting the fast-paced nature of the industry. * Investment Philosophy: Founders First, Themes Second * Aly emphasizes investing in exceptional founders who bring world-class practices to crypto, even if their focus isn’t his top thematic priority. * Key investment themes: * Infrastructure: Early bets like Solana at 18 cents showcase the potential of Layer 1s, though Aly sees diminishing returns for new L1s. Innovations like Bearchain’s proof of liquidity still intrigue him. * Tooling: A critical gap in Web3, with inefficiencies plaguing developers. Companies like Uniblock (API aggregation) and Validation Cloud (node infrastructure) are solving real problems. * Real-World Assets (RWAs): From advising Polymath eight years ago to seeing BlackRock’s Larry Fink push tokenization, Aly sees RWAs gaining traction, with startups like Zoth (on-chain yields) and Asterism (RWA infra) leading the charge. * Fintech & Payments: This cycle features profitable companies, a shift from past bull runs. Stablecoin payments and remittances are ripe for growth, with examples like Mastercard settling a third of transactions on a private blockchain. * The State of Solana * Aly praises Solana’s rise, noting its speed and user base make it a focal point for builders. Every company now considers a “Solana strategy.” * The recent U.S. strategic reserve announcement including Solana underscores its growing prominence. * Challenges in Crypto Investing * Value Extraction vs. Value Creation: Aly critiques short-term “cash grab” token launches and meme coin hype, advocating for sustainable businesses that grow the pie for everyone. * The Death Spiral: Poorly executed token launches can tank even great companies, a phenomenon Aly calls the “death spiral.” * Retail Fairness: Aly pushes for retail investors to access deals at VC prices, citing platforms like Echo and CoinList as steps toward democratization. * VC Process Unveiled * Blockchain Founders Fund reviews 300–500 companies monthly, sourced from events, online submissions, and a network of 410 funds. * Quick filtering (deck reviews in minutes) narrows the pool, followed by calls and a rating system assessing traction, team, and value-for-money. * Aly’s tip for founders: Nail your pitch in 11 seconds, 30 seconds, and 90 seconds—anything longer risks losing interest. * Emerging Trends & Innovations * AI & Blockchain: Hype around AI agents is overstated, but legitimate projects like Virtuals show promise. * Decentralized Systems: Aly highlights Unit Network, which tokenizes business ownership with transparent treasuries, and DEAN, a decentralized insurance network—both vital for a hyper-decentralized future. * Meme Coins with Substance: Could real businesses disguise themselves as meme coins for fun and fundamentals? Aly sees potential in this hybrid model. * Long-Term Vision * Aly’s 10-year fund horizon reflects a belief in building enduring companies, not quick flips. He contrasts this with short-term token funds and founders vesting in a year. * “Great things take time,” Aly says, urging focus on consistent progress over flashy launches. * U.S. Crypto Renaissance * Dropped lawsuits and lighter regulations are revitalizing the U.S. crypto scene, keeping talent stateside and reversing the exodus seen in places like Canada (Ethereum’s origin). Guest Contact: * Twitter/X: @Aly_Madhavji [https://x.com/aly_madhavji/] * Website: Blockchain Founders Fund [https://www.blockchainff.com] * Aly welcomes startup pitches—submit via the website or reach out directly! Closing Thoughts: Thomas wraps up with gratitude to Aly for shedding light on crypto investing and a call to listeners to subscribe, review, and shill their bags. “This isn’t financial advice, but let’s accelerate and get this bag!” Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe [https://thomasbahamas.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]