start of the year is strong for ping - 300% monthly revenue growth - millions of requests proccessed weekly - huge partnerships in the works our focus for the next few months remains on building strong b2b demand and supply side

The CLARITY Act is the bill everyone in crypto is watching Right now the US runs crypto through lawsuits, not rules SEC and CFTC pull in opposite directions Founders guess, lawyers win, innovation moves offshore CLARITY changes the field It separates tokens into digital commodities and securities It gives the CFTC authority over spot markets instead of treating every token like an equity It removes the biggest risk on the market which is uncertainty For builders the impact is simple You know how to launch You know where your token can trade The political momentum is real The House already passed the bill The Senate is shaping the final text and Brian Armstrong said he expects CLARITY to pass in December Coinbase is positioning for that outcome If this happens it is not just bullish It unlocks the next wave of altcoins with real products and networks Capital flows return to the US instead of offshore venues For DePIN the effect is even stronger CLARITY protects validators, developers, and node operators Running or building a network does not turn you into a broker You still need to avoid fraud, but you can build infrastructure without fear This aligns the incentives: Projects can design tokens without guessing Exchanges can list without legal roulette Funds can hold assets without compliance panic If CLARITY becomes law in any meaningful form it will start a real cycle Not a one-week hype spike A multi-year window for new networks, infrastructure, and DePIN growth This is the environment where teams like ours can scale much faster Clear rules accelerate innovation

What is x402 and How It Can Change AI? Every few years, a protocol rewires the web HTTP did it for data, SMTP for messages Now x402 is doing it for payments, not for humans but for AI Built by Coinbase and Cloudflare, x402 lets AI agents pay onchain No logins, no cards, no API keys, just instant machine-to-machine transactions An agent requests a resource, gets a “402 Payment Required”, pays in USDC, and gets access in seconds Simple, fast, and fully programmable @a16zcrypto calls it the “Payments MCP” If MCP lets AI read and interact with data, x402 lets it pay for it directly The scale is massive a16z expects $30T in autonomous payments by 2030 Machines, bots, and AI systems will have wallets spending on data, compute, and bandwidth all in crypto The ecosystem is growing fast @virtuals_io @heurist_ai @questflow @PayAINetwork @GoKiteAI are already building with x402 Most early activity happens on Base with Coinbase covering gas to push adoption It works alongside two other agentic payment protocols ACP by OpenAI and Stripe handles checkout AP2 by Google manages trust and authorization x402 executes the payment Together they form the foundation of autonomous commerce The internet is shifting from clicks to code that spends AI agents will buy bandwidth, data, compute, and services with no human in the loop Once agents can pay and route resources themselves, AI stops being theory It becomes part of the real economy

Digital Asset Treasuries are about to pump $SOL harder than anyone realizes This isn't another meta. This isn't CT speculation. This is legitimate capital markets plugging DIRECTLY into Solana's rails. Right now, 7 public companies are buying millions of $SOL, staking it for yield, and issuing tradable shares backed by their on-chain treasuries. It's basically the MicroStrategy playbook, but done natively on @solana where transactions settle in 400ms and cost fractions of a penny. And here's the insane part: they already hold over 15M SOL. That's $1.5B+ in permanent capital. And it's only 1% of circulating supply. We're not early. We're EXTREMELY early. Let me show you exactly why this is the most underrated catalyst for Solana in 2025... Why Solana is the ONLY chain where this works: Fast finality, low fees, native staking yield, and built-in compliance tools make Solana the perfect blockchain for active treasury management. It's literally the first chain where public markets can move at crypto speed. TradFi velocity meets DeFi rails. Think about it: A public company can buy SOL, stake it, earn 7% yield, deploy into DeFi protocols, rebalance positions, and report everything to shareholders, all while spending less on fees per quarter than a single Ethereum transaction. No other L1 can do this at scale. Who's already accumulating (and how much): → Forward Industries ($FORD) — Backed by Galaxy, @multicoin, and Jump. They're not playing around. → DeFi Development Corp ($DFDV) — Running validators AND liquid staking. Earning yield while securing the network. → Upexi ($UPXI) — Holding 2M+ SOL on their balance sheet. That's over $200M at current prices. Let that sink in. → Sharps Technology ($STSS) — Literally pivoted their entire business from pharmaceuticals to Solana treasury management. Complete transformation. → Solana Company ($HSDT) — Co-led by Pantera Capital. Pure-play SOL exposure for institutions. → Solmate ($BREA) — Building compliant rails in the UAE. Bridging Middle Eastern capital into Solana. → Sol Strategies ($STKE) — Validator-led model. They're not just holding — they're building infrastructure. Together they hold 15M+ SOL and counting. Every month they're adding more. Why this creates an UNSTOPPABLE flywheel: Here's where it gets wild. These aren't just buy-and-hold plays. It's a compounding machine: Companies raise USD → buy spot $SOL → stake and earn yield → shares trade at premium to NAV → use that premium to raise MORE capital → buy MORE $SOL Each cycle adds permanent demand. Each cycle removes supply from circulation. Each cycle brings more institutional credibility. And the best part? Every share traded = indirect SOL demand. Pension funds buying $FORD shares? That's SOL demand. 401(k)s holding $STKE? That's SOL demand. Institutions that can't touch wallets or custody crypto? They don't have to anymore. They just buy the equity. The regulatory unlock that changes everything: The new Project Crypto era opened the door that was previously welded shut. Digital Asset Treasuries bring crypto exposure under public market rules : custody standards, SEC oversight, quarterly reporting, fiduciary compliance. This isn't a bug. It's a FEATURE. Because that means TRILLIONS in institutional capital that was legally blocked from crypto can now access Solana through regulated vehicles. Endowments. Pension funds. Family offices. Corporate treasuries. They're all coming. And they're not coming to trade. They're coming to build 10-year positions. The math that nobody's talking about: Currently, only ~1% of SOL supply is held in Digital Asset Treasuries. If that grows to just 5%? That's 25M SOL ($2.5B+) in permanent institutional hands. At 10%? 50M SOL ($5B+). At 20%? You do the math. And remember, this isn't degen capital. This isn't leverage. This isn't CT rotating into the next narrative. This is STICKY institutional money building core positions with compliance frameworks and shareholder accountability. Why this is different from every other "institutional adoption" narrative: This adds FOUR compounding growth vectors simultaneously: — Fresh USD inflows: Continuous spot SOL buying as companies raise capital — Staking impact: Network security boost + supply removed from circulation — DeFi deployment: Protocol liquidity as treasuries actively manage positions — Equity trading: Perpetual bid pressure as shares trade above NAV No other asset class does this. Stocks don't stake. Bonds don't provide DeFi liquidity. Real estate doesn't secure networks. Gold just sits there. Solana DATs create VALUE four different ways at once. As a Solana-first builder, here's what I see: This is the next growth engine. Not memecoins. Not NFTs. Not the next Solana Mobile phone. Permanent capital formation + real yield + clear regulation = durable adoption. We're watching the first blockchain where public markets can operate at crypto speed. Fast enough for DATs to actively manage treasuries. Cheap enough to make it profitable. Secure enough for fiduciary duty. Only Solana can do this. My prediction for the next 18 months: Digital Asset Treasuries will become a top-3 demand driver for SOL, holding 10%+ of circulating supply and trading at $10B+ aggregate market cap. The rails are built. The companies are live. The regulatory clarity is here. The capital is coming. And 99% of crypto is sleeping on it. This is how Solana goes from blockchain to economy: through legitimate institutional capital formation that compounds forever. The question is: are you paying attention?

The Dishwasher Who Built a $13B Empire The craziest rags-to-riches story in crypto history... Most founders start with venture capital CZ started washing dishes at McDonald's His story will blow your mind 👇 From War Refugee to Code Warrior February 5, 1977: Born in Jiangsu, China Dad = professor, Mom = teacher Life was good... until it wasn't 1989: Tiananmen Square changes everything Family flees China overnight Destination: Vancouver, Canada CZ is 12 years old, speaks zero English The American Dream? More like survival mode: 💸 Washed dishes after school 🍟 Worked nights at McDonald's ⛽ Pumped gas on weekends 💰 Every penny went to keeping the family alive But then... CZ saves up for a 286 DOS computer That $1,000 purchase changed EVERYTHING While other kids played video games... CZ was learning to code the future The Grind Pays Off Vancouver High School: CZ crushes math competitions Gets into McGill University for Computer Science But here's the thing... Most students party and figure life out later CZ was different He saw code as his way out Breaking Into the Money Machine That computer science degree opened doors From Tokyo Stock Exchange to Bloomberg Tradebook Building software that moves billions Learning how traditional finance actually works CZ spent years inside the machine Understanding every gear, every weakness 2005: Started Fusion Systems in Shanghai Built high-frequency trading platforms Made good money, built his reputation But he was restless... The $600 Bitcoin Bet That Changed Everything 2013: Poker game in Shanghai Someone mentions this "magic internet money" Bitcoin was trading at $600 What CZ did next was INSANE... He sold his apartment Every dollar All-in on Bitcoin Friends called him crazy Family worried But CZ saw what others missed: This wasn't just digital money This was financial revolution While everyone debated "is crypto real?"... CZ was building the infrastructure to trade it The 8-Month Miracle July 2017: Launched @binance via ICO Raised $15M with a simple promise: "Make crypto trading simple" Weeks later: Complete crypto ban in China Government raids, exchanges shutting down, founders fleeing Most would quit CZ's response: Pack everything, move the team Japan → Malta → Nowhere and everywhere December 2017: Binance hits #1 globally 8 months from launch to market leader Built while literally running from regulators The $40M Hack That Made Them Stronger May 2019: Hackers drain $40M from Binance 7,000 Bitcoin gone Users panicking, competitors celebrating CZ's response shocked many at that time: "We will cover the full amount from our SAFU fund" No users lost money Binance paid every penny This decision cost Binance $40M But it bought something priceless: absolute trust The FTX Nuclear Bomb November 2022: CoinDesk exposes Alameda's fake balance sheet CZ drops the tweet that broke crypto: "We will liquidate our FTT holdings" What happened next was CHAOS: - Bank run on FTX starts immediately - $8B hole discovered in customer funds - Sam Bankman-Fried exposed as fraud - FTX collapses in 72 hours The controversy: Some people think CZ "caused" FTX collapse by tweeting Others say he just exposed fraud that was already there CZ refused to bail out @SBF_FTX The crypto world is still divided on this decision The Price of Being #1 2023 became CZ's hardest year: March: CFTC charges filed June: SEC lawsuit drops November: The final blow CZ pleads guilty to AML violations Steps down as Binance CEO $4.3B fine for Binance $50M personal fine His tweet that night: "Binance is no longer a baby. It needs to evolve." From Penthouse to Prison Cell 4 months in California federal prison Inmate #47755-509 From running a $100B+ exchange to waiting in line for prison food CZ kept his head down, did his time quietly Released early for good behavior September 2024: Back to freedom. What’s now? CZ is back, but different now $13B net worth (Forbes estimate) Investing through @yzilabs Portfolio: AI, robotics, perp DEXs, biotech Daily on Twitter, sharing what he's learned Most people would retire after prison CZ is building harder than ever The Real Story From washing dishes in Vancouver to building the world's biggest crypto exchange Most people see CZ as just another crypto billionaire They miss the point CZ didn't get lucky He got obsessed Obsessed with building better systems Obsessed with solving real problems Obsessed with never giving up The guy who started with nothing kept betting everything What's the most insane part of CZ's journey to you? Drop your thoughts below 👇

TOP 5 AIRDROPS YOU CAN JOIN NOW! People keep saying the airdrop meta is dead That there will never be another Arbitrum moment But facts prove otherwise: Plasma Discord role holders walked away with $21k pre-market Avantis rewarded their early users big Linea ran a large distribution So while most tuned out, some are still playing… and still winning Here are a few projects I genuinely love and follow closely The best one is at the end 👇 @ritualnet Building an incentivized network for distributed compute that powers AI hosting, inference and fine-tuning Raised $25M from @polychain, @balajis, @robotventures and others To possibly qualify: - Join Discord and complete quests (earn OAT, roles, XP) - Grind for higher Discord roles - Stay active and consistent @openmind_agi Decentralized operating system for robots and agents (OM1 + FABRIC) Backed by @PanteraCapital + @cbventures Still super early, OG role is still live i think How to join: - Join waitlist - Connect X + Discord - Join the community How to secure OG role: - Invite 25 members - Help newcomers - Stay active on socials They also dropped an app on Google Play → “map-to-earn” by scanning your city @zama Bringing Fully Homomorphic Encryption to Web3 Raised $130M, valued at $1B+ Free incentivized testnet running right now How to qualify: - Use the testnet faucet - Complete Guild tasks - Join the developer and creator programs - Verify roles on Discord This is the first FHE project going mainstream. Low cost, high upside. @base Not my chain of choice, but hard to ignore The only L2 backed by Coinbase ($COIN on Nasdaq) Token is recently announced by @jessepollak How to qualify: - Be active in the ecosystem - Get early access to Base app, experiment, interact Criteria are unknown, but activity now = odds later @Polymarket The best prediction market in crypto Normie-friendly, tons of attention during US elections Backed by @polychain, @VitalikButerin, @dragonflyvc and even Trump family Valuation already near $10B How to qualify: - Just use the platform - Increase your trading volume - Run delta-neutral strategies Most farmers skip Polymarket for some reason Which makes it even better for those who stay active @PingNetwork_io Yes, we will have an airdrop It helps us launch and scale the universal bandwidth layer built by people How to qualify: - Earn as many Ping Points each season by using Ping App - Create content about Ping - Participate in Discord activities and grab roles Bookmark this post 📌 Are you still farming airdrops? Which ones do you think will hit the hardest?

REGULATORS CAN'T STOP THIS CRYPTO SECTOR (and they don't want to) Since 2019, DePIN has been the most regulator-friendly part of crypto Why? Because it is not finance, it is infrastructure It is tangible, builds efficient rails for economy, creates real “classic” value that regulators can easily understand, and it also lets ordinary people earn by contributing This is a win-win for everyone In just a few years DePIN has become impossible to ignore in America’s tech landscape. Real infrastructure, built and owned by people, and increasingly recognized by regulators The goal was clear: create a modern regulatory framework The old rules didn’t not fit decentralized infrastructure The biggest shift came with Trump’s new pro-crypto administration From day one they signaled a new era: - A new executive order “Strengthening American Leadership in Digital Financial Technology” set out policies to accelerate the US crypto industry and bring clarity - Paul Atkins was appointed pro-crypto Chair of the SEC - Brian Quintenz, ex-@a16zcrypto, took over the CFTC, opening the door for the agency to lead on market oversight - David Sacks, a true DePIN OG, became White House AI and Crypto Czar to drive the legal framework for the industry And then came the first wave of legislation: - On July 17, 2025, the House passed the CLARITY Act, the first serious attempt at crypto market-structure rules - On July 18, 2025, President Trump signed the GENIUS Act, creating a stablecoin framework with audits and reserve rules to boost trust in assets like USDC and USDT - On July 21, 2025, the Senate Banking Committee released its draft and Request for Information, starting the process of line-editing statute text In response DePIN leaders including @Helium, @Hivemapper, @andrena_wifi, @GlowFND, @akashnet, sent a joint letter asking for two things: - A legal definition of “decentralized physical infrastructure network” - A path for SEC guidance confirming that network incentives are not securities Why this matters: - DePIN already proved its model: Helium Mobile (90k+ subscribers, tens of millions ARR) and Hivemapper (millions of km mapped) are live businesses, not testnets - Without clarity, capital and builders will keep moving overseas where frameworks already exist - A separate legal definition also protects node operators The next important step was the White House’s Digital Assets Report (EO14178, Jul 31, 2025), which included DePIN in the federal glossary for the first time. Press has recently reported Seтate drafts that would exempt staking, airdrops and DePIN participation from automatic SEC rules. Still drafts, but the direction is clear. So what’s next? 👉 Statutory definition of DePIN 👉 Clear guidance for incentives design For DePIN founders like me this means sales get smoother, onboarding enterprise contributors gets easier, and adoption faster Regulation builds trust. Trust is what lets us bring in more regular people and enterprises. Clarity or stagnation. The U.S. can lead the next wave of infrastructure or watch it move overseas Bookmark this post 📌 Do you think DePIN becomes the policy win crypto has been waiting for?

The quiet trillion-dollar trend almost nobody is paying attention to? It is not only AI It is Robotics and crypto infra is going to power it Robots are moving from sci-fi into daily life Warehouses, hospitals, farms, sidewalks, machines are already here By 2030, robotics is projected to be a multi-trillion dollar sector Most people are still blind to it I keep saying this: crypto is the missing piece Robots need coordination, identity, payments and resilient infra Blockchains and DePIN give exactly that, the open rails for the machine economy Big money is starting to agree @openmind_agi just raised $20M led by Pantera for a decentralized robot OS and coordination layer The future of robotics will not be closed, it will be open and on-chain DePIN is the backbone here Robots depend on compute, positioning, storage, connectivity Decentralized infra makes it cheaper, global and community-owned That is why you already see projects across the stack: 🔹 @peaq — L1 for the machine economy 🔹 @geodnet — positioning network 🔹 @SwarmSubnet — drone autonomy 🔹 @RoboStack_io — integration protocol 🔹 @xmaquina — robotics investment DAO We are still early But I can already see the outlines of a decentralized robotics stack forming This is how robots plus crypto infra give birth to the machine economy Bookmark this post 📌 And tell me, will robotics be important DePIN use case?

i’ll be on the monkedao space today. you should definitely tune in

We’re opening up a closed beta for our Residential Proxies for businesses. Free access during beta Good fit for projects doing web scraping, crawling, AI automation, agents etc. Limited spots. DM me if you want in