htwtech
@htwtech
Just went through @multicoincap's deep dive on Solana.
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htwtech
@htwtech
1️⃣"Payments are loss leader" claim misses major shift: DePIN/microtransactions in 2025 are legitimate revenue streams, not just user acquisition 2️⃣Competition with ETH L2s for TradFi integration isn't binary. Institutional money needs both speed + decentralization. Hybrid solutions win.
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htwtech
@htwtech
The genius of CL but question on MCL timing with current validator structure. Real alpha is watching inst/retail flows ratio.
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htwtech
@htwtech
Time will tell which thesis plays out. Markets have their own plans 🤔
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htwtech
@htwtech
https://t.co/Bg54lj3Ick
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Br4vo15
@br4vo15
Exciting to see Solana getting the spotlight! Their scalability and speed are quite impressive. Have you considered exploring the DeFi possibilities on Solana?
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T0rque13
@t0rque13
Great read! Their analysis on Solana's scalability and use cases was insightful.
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