Multicoin Capital participated in Solana’s seed round of financing in May 2018. Since then, Multicoin Capital has also been investing in Solana’s native assets. SOL and the broader Solana ecosystem. We have previously published four investment papers on Solana. During that time. The first two versions were released approximately nine months before the mainnet produced its first block in March 2020. As the Solana Network evolves, so does our reference framework for how to think about the Solana Network and SOL assets. Click to read
2.Pantera: Why are we bullish on Raydium and buy RayRaydium is the leading DEX on Solana, and it can now be said to be the best choice in the entire market The most attractive asset for investors. Raydium has the rare combination of strong market leadership in a long-term growth area and a clear value accretion story that is not common among any other on-chain DeFi protocol. Click to read
3.a16z: The U.S. SEC should immediately take 6 major adjustment measuresAs technology develops, the U.S. SEC must also develop with it. This is especially true in the cryptocurrency space. New leadership and the formation of a new cryptocurrency working group provide the agency with an opportunity to take meaningful action and adapt. Click to read
4. AI Agents are blooming everywhere. How to buy the bottom?What? Do you need logic to buy the bottom? Yes, the "low-price buying logic" is very important for ordinary users who are new to the market. Because before the main rise of the "Spring on the Chain" really arrives, high volatility will be the norm. Next, let’s briefly talk about how AI Agent should hunt for bargains? Click to read
5.Chainalysis: Who is holding TRUMP tokens?While the majority of wallets holding $TRUMP are retail buyers who roughly break even, around 50 whales have achieved over $10 million in profits at the wallet level. What else can we learn by analyzing $TRUMP and $MELANIA on the chain? Click to read