Допис

$SOL Rob has been bearish on Solana for months, but a recent post from @lukemartin made him rethink part of his thesis. His earlier view was that Solana was still too closely associated with Pump.fun and meme-coin activity, making it difficult to attract serious institutional capital or gain meaningful market share in more established financial markets. But there’s another possibility. If tokenized stocks and other real-world assets become widely used onchain, the same distribution and speculation mechanics that made Pump.fun successful could potentially work for a much broader audience—especially younger investors who aren’t interested in traditional meme coins. That doesn’t necessarily mean being bullish on Solana as an L1. It means there may still be a legitimate path for the ecosystem to succeed through tokenized assets and new forms of onchain trading. Andy’s counterpoint was even more interesting: if that’s the thesis, why buy $SOL when $PUMP could potentially capture more value after accounting for Solana’s inflation and token emissions? The debate now isn’t simply whether Solana wins. It’s which part of the Solana ecosystem actually captures the value. #CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI