1. Multicoin’s latest Solana investment thesis: Solana aims at the Internet Capital Market

Multicoin Capital participated in the seed round financing of Solana in May 2018, and has been investing in Solana’s native asset SOL and the broader Solana ecosystem. We have previously published four investment theses on Solana. The first two versions were released about nine months before the mainnet produced the first block in March 2020. As the Solana network develops, our reference framework for thinking about the Solana network and SOL assets is also constantly evolving. Click to read

2.Pantera: Why We Are Bullish on Raydium and Bought Ray

Raydium is the leading DEX on Solana, and it can now be said to be the most attractive asset for investors in the entire market. Raydium is a rare combination, with a strong market leadership position in the long-term growth area and a clear value appreciation story, which is uncommon in any other DeFi protocol on other chains. Click to read

3.a16z: The US SEC should take 6 major adjustment measures immediately

With the development of technology, the US SEC must also evolve. This is especially true in the field of cryptocurrency. The establishment of new leadership and the new cryptocurrency working group provide the agency with opportunities to take meaningful action and adapt. Click to read

4. How to Bottom Fish with the Proliferation of AI Agents?

What? Do you still need logic to buy the dip? Yes, it’s important for new ordinary users to have a “buying the dip logic”. Because before the real arrival of the main uptrend of the “Spring of Chain”, high volatility will be the norm. Next, let’s talk briefly about how AI Agent should buy the dip? Click to read

5.Chainalysis: Who is holding the TRUMP token?

Although most of the wallets holding $TRUMP are roughly balanced retail buyers, about 50 whales have made profits of over $10 million at the wallet level. What else can we learn by analyzing the on-chain $TRUMP and $MELANIA? Click to read