0:00
六年里，Solana 从一个全新的区块链变成了
0:04
美国总统发起
0:04
自己表情包币的链，一款失败得惨烈的手机
0:08
却变成了
0:09
年度最佳投资，因为圣诞节空投了一个叫 bonk 的狗狗币。
0:13
Jack Dorsey 称它为 SQ Lana，
0:13
最终还在上面搭建了稳定币支付系统，
0:18
服务他那 5700 万 Cash App 用户。
0:19
价格曾是 260 美元，跌至 8 美元，又涨到 295 美元，
0:27
但有件事
0:28
经常被忽略。Solana 是第一条
0:31
真正以使用为目的建造的区块链。
0:32
我说的使用是指各种用途。不论人们想用它做什么，
0:36
生态系统都积极支持。
0:37
想买卖猴子头像？走起。想一个月内发行百万代币，
0:41
搭建发射台。
0:41
想把整个美国国债市场代币化？来吧，
0:45
华尔街。
0:45
我们从疯狂猿猴到总统发币，再到万亿美元机构在链上代币化资产，
0:49
这一切链都能承载。
0:50
如果你经历过这一切，你已经知道了。如果没经历，好好准备，
0:55
因为这是金融史上
0:55
最荒诞的六年，我几乎全程见证。生日快乐，
0:59
Solana。来看看完整故事。
1:00
Solana 于 2020 年 3 月主网上线，当时没人知道它。
1:03
创始人 ex-
1:05
Qualcomm，喝了两杯咖啡和一瓶啤酒，碰出了一个疯狂想法——历史证明（Proof of History），
1:13
打造一个快到能
1:15
真正比肩普通应用的区块链，不只是加密行业意义上的快，
1:19
是真正所有人都认同的快。
1:20
第一年，坦白说，没多少人注意到。
1:24
直到 2021 年来了，Solana 夏天爆发，
1:25
如果你在场，肯定记得那种感觉。
1:28
SOL
1:29
从 1.5 美元涨到 260 美元，NFT 爆炸，Degenerate Ape Academy、Solana Monkey Business，
1:34
DeGods，Steve Harvey 头像换成了 Solana 猴子头像，
1:36
感觉美妙极了。
1:43
新的 DeFi 协议每周上线，
1:43
让我印象深刻的是那时一切的极速体验。交易立刻完成，铸币立刻完成。
1:48
而你之前用以太坊，
1:49
得付 80 美元手续费，等十分钟。Solana 上就是秒成交，
1:53
不到一分钱。
1:53
这是我最喜欢的视频之一，说明了这一点。有人问我怎么负担得起曼哈顿生活？
1:57
我说我用 Solana，
1:58
平均交易费仅 0.0025 美元，而以太坊是 40 美元。
2:02
而 Solana 换手只需几秒，
2:03
以太坊平均需要十分钟。也正因如此，我决定跟 Solana 合作。
2:07
它更快，更便宜，
2:08
我押注效率，推荐你们去体验。
2:15
我们认为你用的 L1 要重新考虑交易费，
2:16
重新思考它，水逆，谢谢。建设者们也始终在你旁边。
2:21
我记得早期的讨论，如果你有问题，
2:23
开发者会跳出来帮你，
2:24
不是社区经理，是真正的开发者。那种氛围定调了之后的一切。
2:29
这不是理论区块链，
2:29
是真正有人用，有人基建，有人实时修复问题。
2:34
这种文化从第一天就有。
2:35
全部都完美了吗？不。
2:38
有个叫 Ian Makhalino 的开发者秘密操盘 11 个身份，
2:43
Sabre、Sunny、
2:44
Casio、Arrow，同时打造了看似完整的 DeFi 生态，
2:48
一人撑起数十亿 TVL。
2:49
光速发展时就会出现这种状况。
2:52
但这成了传说，
2:53
人人学会不轻信表面。
2:56
早期协议被攻击。Mango Markets 被 Ovi Eisenberg 攻击 1.16 亿美元，
3:00
他还直接发推：
3:01
“要抓我吗？”抓，是的，他们要抓你。
3:04
随着 Solana 成长，不停挑战区块链极限。
3:07
挑战边界，就会找到短板。
3:08
网络因实际使用量激增而扩张，不是光持币，
3:11
是真正用于
3:12
NFT、DeFi、游戏。随之而来的是前所未有的工程难题，
3:15
没人解决过。
3:16
Solana 跟别人不同的是，出了问题他们公开解决。
3:20
创始人深夜推特争论
3:20
本地费市场，优先费，调度器重写，快协议迁移。
3:24
这不是公关，
3:25
是真实的技术辩论，社区全程在线。
3:30
你早上醒来刷推，
3:31
就能看到创始人与验证者推特争论交易调度细节。
3:34
像一场开源大师课现场直播，
3:35
我超爱，看得入迷，
3:36
跟着创始人辩论学知识。
3:37
每个问题都催生真正解决方案。
3:40
发现的每个瓶颈都被系统升级。
3:43
测试、上线，
3:44
快、毁掉，修复更快。
3:46
这是哲学，
3:47
而且有效。网络持续改进，
3:50
需求真实，
3:51
团队拒绝放慢节奏。
3:54
与此同时，
3:55
Jack Dorsey 称它 Esculana，比特币极端主义者狂嘲，
3:58
我们笑而不语。
4:00
Solana 官方推特改名 Solana Was A Joke，气氛轻松，
4:03
要是太开心没人介意。
4:04
2022 年 11 月，Solana 在里斯本举办断点大会，
4:08
气氛热烈。
4:10
他们发布了 Saga 手机，
4:11
路线图雄心勃勃，社区热情高涨。大会于 11 月 7 日结束，
4:15
11 月 11 日 FTX 申请破产，
4:16
4 天后，SPF，Solana 最大的支持者之一，
4:21
Serum，整个 FTX Solana 生态，
4:22
数十亿 SOL 资产一夜蒸发。
4:27
舆论立刻转变，
4:27
不再只关注价格，人们开始怀疑 Solana 是否能存活。
4:32
CNBC 称
4:32
500 亿美元市值被抹去，《愚人报》问道“是不是该放弃 Solana？”
4:36
SOL 跌至 8 美元，我记得那种感觉。
4:38
看着投资组合从高点跌了 96%，DeGods 和 Utes，当时 Solana 顶级项目，
4:42
宣布退出 Solana。
4:43
但聊天群体并未沉寂，NFT 频道和图表依然活跃，
4:48
社区团结，
4:49
即便熊市深入，团队离开，NFT 依然迎来小规模牛市。
4:53
建设者没走，重要 Discord 仍活跃，
4:56
Totally
4:57
不断发三表情和犀利观点。Raj 不停建设，Phantom 团队持续更新，
5:01
Jupiter 团队不断优化聚合器。
5:02
慢慢地事情开始明朗。
5:03
留下的人不仅为价格，他们知道 Solana 真的是最好的开发之地。
5:07
2023 几乎整年，
5:08
SOL 在 8 到 30 美元之间波动。艰难度过的人
5:13
是 Solana 如今基石。然后反击来了，
5:17
以最 Solana 方式。
5:18
2022 年圣诞节，Bonk 给社区空投狗狗币。
5:23
圣诞快乐，
5:23
送你一个表情包币。还记得 Saga 手机吗？我是最初买家之一，
5:26
大约卖了 2500 台。
5:27
每台 Saga 都附送 3000 万 Bonk 代币。
5:31
当 Bonk 价格飙升时，
5:32
空投价值超过手机本身。Saga 手机在 eBay 售价 5000 美元，
5:36
且一机难求。
5:37
加密硬件史上最大失败，却成年度最赚钱科技购买，
5:43
这一切只有 Solana 办得到。
5:44
用户体验也持续提升。
5:47
Phantom 最近下载量达千万，
5:49
真是加密钱包之最，遥遥领先。
5:51
Jupiter 以巨大优势成了 DeFi 最佳兑换体验。我记得有次
5:55
我在推特抱怨 Jupiter 兑换没成功，
5:56
几分钟后就有人私信我要交易哈希，
5:58
要帮查原因。
5:59
这种事别的链很少见。开发者把用户当客户，
6:02
活跃在 Discord，
6:03
回应问题，当天发布修复补丁。
6:07
用户体验异常棒。棒到我自己还开了播客分享这段经历。
6:11
NFT 牛市堪称传奇，
6:12
1 万个 NFT 系列秒售罄。
6:13
Magic Eden 估值破 10 亿，成为独角兽。它们知名的 Bloonsville 上线，
6:17
开发者上线即抽走近 45 万美元公款，
6:18
嘲讽整个 Magic Eden 团队。
6:23
恶名昭彰的红气球表情成了传说，
6:23
尤其他第二次带着 Reptilian Renegades 重复失信，
6:26
并且承认曾割过 Doodled Dragons。
6:27
三年半后被绳之以法。他的故事深入人心，
6:31
任何大 NFT 系列结尾
6:32
加个气球表情成了不大不小的恐惧。
6:36
Solana 上 NFT 交易体验极佳，科比称 NFT 是烂币但带图标一语成谶。
6:39
泡沫顶点，
6:40
但这催生了疯狂的表情包币时代。
6:44
2024 年 1 月 Pumpfun 上线，
6:45
将一切带到新高度。
6:49
任何人都能秒发代币，
6:50
数百万代币诞生，生态说你想干啥我们都给基础设施。
6:54
答案是，
6:54
看起来啥都想做，一股脑推翻天。
6:58
加了直播，立刻成互联网最疯狂角落。
7:02
开发者直播自焚，
7:02
Anzom 家人代币化，氯胺酮怪人成穷聊经典。
7:06
每天都有新主角。
7:07
疯狂故事之一是表情包币 Slurf，
7:10
开发者钱包误烧 53000 SOL，
7:11
烧失价值 1070 万美元，付诸东流。
7:14
互联网资本市场光速涨跌。
7:17
期间，
7:18
最佳交易体验诞生，最佳钱包，
7:22
最佳聚合，不论你交易猴子头像，发币，
7:26
还是给朋友转账，
7:26
Solana 都更快更便宜更好用。
7:30
这就是为什么人们
7:31
总回来，不只是因为表情包，更因为体验。
7:35
然后主角出现了。我不仅说建造者。
7:38
凯特琳·詹纳
7:38
发了个代币，8 小时市值 4200 万美元，
7:42
彻底割韭菜。
7:44
致所有进入然后骗人割粉丝的名人朋友们，
7:47
非常感谢。
7:47
然后就在就职日前，美国总统在 Solana 发了个表情包币，
7:51
特朗普达到 700 亿美元全稀释市值。
7:52
SOL 跃升至 295 美元新高，只因总统在我们链上发币。
7:56
顺便说一句，
7:57
如果梅拉尼亚币没紧跟着发布，我们可能现在早已进入乌托邦。
8:02
这次发布打破所有记录，
8:03
使 Solana 成为首条单日收益超过 100 亿美元的区块链。
8:08
带来了空前活跃，
8:08
但也导致许多协议因非优先交易停滞，优先手续费涨了 4 倍。
8:12
然后阿根廷总统
8:13
梅勒推 Libra，40 分钟内涨了 5 美元，内部人士亏损 2.5 亿。
8:19
Hayden Davis 等当事内部人士私信曝出
8:22
“老兄们，说实话我们想要榨干这里一切。”
8:25
六年前没这条链，现在两位国家元首都在上面发币，
8:29
无论你觉得不可思议还是疯狂，
8:30
应该都有点这两者。
8:32
这是因为 Solana 足够快，够便宜，也足够好用，
8:35
任何人都能用。
8:36
从开发者 Discord 到美国总统，人人都能用。
8:40
大家一起用。
8:41
让我们花点时间好好回顾一下。Jack Dorsey
8:45
称它
8:45
SQ Lana，还通过 Cash App 为 5700 万用户搭建了稳定币支付。
8:50
没人买的手机，熊市深处的老玩家买了，
8:51
却因圣诞节空投的狗狗币成了年度最佳投资。
8:55
这条链
8:55
曾被讽刺太不稳定，却创下最长连续正常运行纪录。
8:59
Fired
9:00
ancer Live 在主网上线，写出史上最快验证者，
9:03
多团队竞相让 Solana
9:04
更快更便宜。改进持续进行，
9:07
每秒交易超过 3000 笔早已常态。
9:08
六年了，看看这个生态成长。1.95 万亿美元指数交易量，
9:13
仅次于全球 Binance。
9:14
应用收入 23.9 亿美元，7 个应用均超 1 亿美元。
9:18
Western Union 连接 36 万现金提取点，
9:19
Cash App 拥有 5700 万用户，监管资产超 50 万亿美元的 State Street
9:24
正在 Solana 代币化资产。
9:25
ETF 流入 14.5 亿美元，价格跌了 50%。
9:29
从猴子头像到最牛钱包，从 Discord 开发者助力失败兑换，
9:33
到万亿美元机构选 Solana 做清算层。
9:36
从没人买的手机
9:36
到有自己经济体系的 Seeker 第二版，卖出超 15 万台，
9:41
成交额超 30 亿美元，
9:42
构建了 500 多个应用。
9:47
这一切都因为
9:48
一条链说：你想建什么，我们让它成真。
9:51
你想用它做什么，
9:52
我们让它快，便宜，好，让你愿意回头。
9:55
建为用，广泛使用。IBRL（增大带宽，降低延迟）是核心理念，
9:59
这为所有团队提供了广阔的用例。
10:03
作为见证了几乎整个过程的人，
10:03
我学到了，价格其实是故事里最不重要的部分。
10:07
真正的故事是体验：
10:08
交易失败时开发者私信你，建设者经历熊市依然坚持，
10:11
社区价格低至 8 美元还说，“我不走”，
10:12
工程师把每次成长的痛点变成升级，哲学是：
10:16
人们想用我们，就让它用得通。
10:18
每个伟大生态都有传说，
10:20
比特币有披萨，以太坊有 The DAO，Solana 有猴子头像、
10:24
带蝙蝠的狗币，
10:25
两个手机，一个死而复生的开发者，一个有表情包币的总统，
10:29
一个从成长的痛苦跑到
10:30
年交易额超 2 万亿美元的网络。
10:35
从白皮书走到经济，
10:36
从一个工程师的想法走到人人使用的链。
10:40
说实话，
10:40
我们才刚刚开始。生日快乐，Solana，真是段旅程。
0:00
Six years, in six years Solana went from being a brand new blockchain to the
0:04
chain where the
0:04
president of the United States launched his own meme coin, a phone that flopped
0:08
so hard that it
0:09
became the best investment of the year because of a dog coin called bonk that
0:13
air dropped on
0:13
Christmas Day. Jack Dorsey called it SQ Lana and then ultimately built stable
0:18
coin payments on it
0:19
for his 57 million cash app users. The price at $260, then $8 and then $295,
0:27
but here's the thing
0:28
that gets lost in all of that. Solana was the first blockchain that was
0:31
actually built to be used.
0:32
And I mean used for everything. Whatever people wanted to do on it, the
0:36
ecosystem leaned into it.
0:37
You want to trade monkey jpegs? Let's go. You want to launch a million coins in
0:41
a month,
0:41
build the launch pad. You want to tokenize the entire US treasury market? Come
0:45
on in,
0:45
stay street. We went from degenerate apes to presidents launching tokens to
0:49
trillion dollar
0:50
institutions tokenizing assets on chain. And the chain handled all of it. If
0:55
you were here for
0:55
this, you already know. And if you weren't buckle up, because this is the most
0:59
absurd six years in
1:00
the history of finance. And I was there for almost all of it. Happy birthday,
1:03
Solana. Let's go through
1:05
the whole story. So Solana launched mainnet in March 2020, totally who is ex-
1:13
qualcom drank two
1:15
coffees in a beer. And he had this crazy idea called proof of history, a way to
1:19
make blockchain so fast
1:20
that it could actually compete with the apps that people were used to, not just
1:24
fast by crypto
1:25
standards, fast by everyone's standards. And for the first year, honestly, not
1:28
many people
1:29
noticed. Then 2021 happened, Solana summer and man, if you were there, you
1:34
remember the feeling.
1:36
Soul went from a $1.50 to $260. NFTs exploded degenerate ape academy, Solana
1:43
monkey business,
1:43
de gods, Steve Harvey changes profile picture to a Solana monkey business. The
1:48
vibes were immaculate.
1:49
New DeFi protocols were launching every week. And the thing that struck me even
1:53
back then was
1:53
how fast everything felt. Swaps were instant, minting was instant. You'd come
1:57
from Ethereum
1:58
where you pay $80 in gas and wait 10 minutes. And on Solana, it was just done.
2:02
A fraction of a penny.
2:03
And now this is one of my favorite videos explaining this. People ask me, how
2:07
do I afford to live in
2:08
Manhattan? I'll tell you, I use Solana, which has .0025 set transaction fees on
2:15
average as opposed to
2:16
Ethereum's $40 transaction fees. And Solana gets this done in only a few
2:21
seconds versus Ethereum's
2:23
average 10 minutes of transaction finalization. And this is why I'm partnering
2:27
with Solana.
2:28
It's faster. It's cheaper. And I am bullish on efficiency. I encourage you to
2:32
check it out.
2:33
We think the L1 you're using rethink how many transaction fees you need to get
2:37
to rethink it.
2:38
Mercury retrograde. Thank you for that. And the builders were right there with
2:42
you.
2:42
I remember the early discourse. If you had a problem, a developer would jump in
2:45
and help you,
2:46
not a community manager and actual dev. That energy set the tone for everything
2:51
that came after.
2:51
This wasn't a blockchain that existed in theory. People were using it, building
2:54
on it and fixing
2:55
things in real time. That culture started on day one. Now, was everything
3:00
perfect? No.
3:01
One developer named Ian Makhalino was secretly running 11 different identities.
3:06
Sabre, Sunny,
3:07
Casio, Arrow, all while creating what looked like an entire DeFi ecosystem. All
3:11
one guy inflating
3:12
TVL by billions. That's the kind of thing that happens when everything is
3:15
moving at the speed of
3:16
light. But that became part of the lore. And everyone learned not to trust
3:20
everyone at face value.
3:21
Early protocols got exploited. Mango markets got hit for $116 million by Ovi
3:26
Eisenberg and posted
3:27
directly on Twitter. What are you going to do? Arrest me? Yes. Yes, they were
3:31
going to arrest you.
3:32
As Solana grew, it continuously pushed the boundaries of what a blockchain
3:35
could handle.
3:36
And when you push boundaries, you find the edges. The network was growing
3:40
because people
3:40
were actually using it and not just holding a token, actually using it for
3:44
things. NFT means
3:45
DeFi gaming and that usage created real engineering challenges that nobody had
3:50
ever solved before.
3:51
And here's what made Solana different from every other chain. When something
3:54
broke,
3:55
they fixed it and they fixed it in public. Totally was on Twitter arguing about
3:58
solutions at 2am.
4:00
Local fee markets, priority fees, scheduler rewrites, quick protocol migration.
4:04
These weren't PR
4:05
statements. They were real time engineering debates happening right in front of
4:09
the entire
4:09
community. You'd wake up, check Twitter and learn about the technical details
4:13
of transaction
4:14
scheduling because the founder was arguing about it with validators on Twitter.
4:17
It was like an
4:18
open source masterclass playing out live. I loved it and followed totally
4:21
debates to learn about
4:22
what was going on. And the thing is, every single one of these problems led to
4:25
a real solution.
4:26
Every edge they found became an upgrade. Testing and production, move fast,
4:29
break things,
4:30
fix them faster. That was the philosophy and it worked. The network kept
4:33
getting better because
4:34
the demand was real and the team refused to slow down. Meanwhile, Jack Dorsey
4:38
was calling
4:38
Esculana. The Bitcoin Maxis were having a field day. And honestly, we laughed
4:42
it off. The Solana
4:43
Twitter account changed its name to Solana was a joke. That's the energy. You
4:46
can't insult people
4:46
who are having too much fun to care. In November of 2022, Solana had just held
4:50
breakpoint in Lisbon. The energy was incredible. They launched the saga phone.
4:53
The roadmap was
4:53
ambitious. The community was fired up. That conference ended on November 7th.
4:58
FTX filed for
4:59
bankruptcy on November 11th. Four days later, SPF had been one of Solana's
5:04
biggest backers.
5:05
Serum, the entire FTX Solana ecosystem, billions in soul holdings, gone
5:10
overnight.
5:10
And the narrative shifted instantly. It wasn't just about price anymore. People
5:14
were questioning
5:14
whether Solana would survive at all. CNBC said that $50 billion in value was
5:19
wiped out. The
5:19
Motley Fool asked, "Is it time to give up on Solana?" Sol hit $8. And I
5:24
remember that feeling.
5:25
Looking at a portfolio down 96% from the highs, DeGods and Utes, the top
5:30
projects on Solana at
5:31
the time, announced that they were leaving Solana. But the group chats, they
5:36
weren't quiet. The
5:37
NFT chats and charts were alive. The communities rallied together and we still
5:41
had a mini bull run
5:43
in NFTs, despite being knee deep in a bear market with teams leaving the chain.
5:48
The builders didn't leave. The discords that mattered stayed active, totally
5:51
kept posting
5:52
three emojis and his hot takes. Raj kept building. The phantom team kept
5:57
shipping updates. The
5:58
Jupiter team kept improving the aggregator and slowly something started to
6:02
become clear.
6:03
The people who were still here weren't just here for the price. They were here
6:07
because Solana was
6:08
genuinely the best place to build and they knew it. There was a range where Sol
6:12
ana stayed between
6:13
$8 to $30 for almost all of 2023. The people who made it through that filter
6:17
are the reason that Solana is what it is today. And then the comeback started
6:22
in the most Solana
6:23
way possible. Christmas Day 2022, Bonk air dropped to the community a dog coin.
6:28
Merry Christmas,
6:29
here's a meme coin. And remember the saga phone? I was one of the original
6:33
buyers. I think it was
6:34
around 2,500 original units sold. While every saga came with 30 million bonk
6:39
tokens, when Bonk's
6:40
price spiked, the air drop became worth more than the phone itself. Sagas were
6:44
selling on eBay for
6:45
$5,000 a piece and the phone sold out. The biggest flop in crypto hardware
6:51
became the most profitable
6:52
tech purchase of the year, only possible on Solana. And the user experience
6:57
just kept getting better.
6:58
Phantom hit 10 million downloads recently. Genuinely, it was the best wallet in
7:01
all of crypto. And it
7:03
wasn't even close. Jupiter became the best swap experience in DeFi by a mile. I
7:07
remember one time
7:08
that I complained on Twitter about a Jupiter swap not going through. And within
7:10
minutes,
7:11
I was DM'd asking for the transaction hash so that they could figure out
7:13
exactly what happened.
7:15
That's the kind of thing you don't see on other chains. The devs treated users
7:18
like customers.
7:19
They were in Discord. They were responding to complaints. They were shipping
7:23
fixes the same day.
7:24
From a user perspective, it was so amazing. It was so amazing in fact that I
7:28
started a podcast to
7:29
share it. The NFT bull run was legendary. 10k NFT collections would sell in
7:33
seconds.
7:34
Magic Eden became a unicorn valued over $1 billion. They famously had a launch
7:39
on their
7:39
platform called Bloonsville. The dev launched it then rubbed the treasury for
7:42
over 450k instantly
7:43
and mocked the whole Magician team. The infamous red balloon emoji became
7:48
legendary,
7:48
especially after he managed to do it again with a second rug with the reptilian
7:51
renegades.
7:52
And he admitted to previously rugging the doodled dragons. He ultimately was
7:55
brought to
7:56
justice three and a half years later. His lore ran deep and there was a good
7:59
percentage chance
8:00
that any big NFT collection could end up being rubbed with a balloon emoji at
8:04
the end.
8:05
Now the trading experience for NFTs on Solana became so good that Kobe calling
8:08
NFTs shitcoins
8:10
with pictures rained true. The market topped, but this led to an insane meme
8:14
coin era.
8:15
Pumpfun launched in January 2024 and took the whole thing to another level.
8:19
Anyone can launch
8:20
a token in seconds. Millions of tokens created. The ecosystem said whatever you
8:24
want to do,
8:24
we'll build the infrastructure for it. And the answer was apparently everything
8:28
all at once.
8:28
They added live streaming and it immediately became the most unhinged corner of
8:32
the internet.
8:32
A developer literally set himself on fire during a live stream.
8:36
Anzom's family members were getting tokenized with ketamine guy became lore.
8:39
Every single day
8:40
there was a new main character. One of the more wild stories was a meme coin
8:43
called Slurf.
8:44
The dev accidentally burned 53,000 Sol in his wallet. A total burn of 10.7
8:48
million burned into
8:50
thin air. The internet capital markets were rising and falling at the speed of
8:53
light.
8:54
And through all of it, the best trading experiences were built. The best
8:57
wallets,
8:58
the best aggregation, whether you were trading monkey jpegs or launching a coin
9:02
or just sending
9:02
money to a friend. Solana was faster, cheaper and better than the alternative.
9:06
That's why people
9:07
kept coming back. Not just because of the memes, because of the experience.
9:11
And then the main character showed up. And I'm not talking about just builders
9:14
here.
9:14
Caitlyn Jenner launched a token. $42 million market cap in eight hours.
9:18
Absolutely rugged.
9:20
Shout out to all the other celebrities who showed up, took the money and rugged
9:23
their fans. We
9:23
really appreciate you guys. And then right before inauguration day, the
9:27
president of the United
9:28
States launched a meme coin on Solana. Trump hit a $70 billion fully diluted
9:34
market cap.
9:35
Sol touched $295 shortly after a new all time high, because the president
9:39
launched a meme coin
9:40
on our chain. Also, I swear, if Melania coin wasn't launched right after, we
9:44
would be living in a
9:45
complete utopia right now. This launch actually broke all the records, making
9:51
Solana the first
9:51
chain to break $10 billion of revenue in a day. This launch brought in so much
9:57
more
9:57
activity Solana than ever before. It left a lot of protocols unusable because
10:01
non priority
10:02
transactions basically halted because priority fees spiked by four times. Then
10:07
Argentina's president
10:08
Mele promoted Libra. It pumped a $5 and 40 minutes. Insiders dumped $250
10:14
million in losses.
10:15
Hayden Davis and other insiders that launched that were caught red handed in
10:18
private messages
10:19
saying, yeah, fellas, to be honest, we are trying to max extract on this one.
10:22
Two sitting presidents on Solana. Six years ago, this chain didn't exist. Now
10:26
heads of state are
10:27
launching tokens on it. Whether you think that's incredible or insane, it's
10:30
probably both. But it
10:32
happened because Solana was fast enough cheap enough and accessible enough for
10:35
anyone to use.
10:36
From a developer and discord to the president of the United States, built to be
10:40
used by everyone.
10:41
Let's just take a few seconds to appreciate the full arc here. Jack Dorsey
10:45
called it
10:45
SQ Lana, then built stablecoin payments on it through cash out for his 57
10:50
million users.
10:51
A phone only the true OGs bought deep in a bear market became one of the best
10:55
investments
10:55
of the year because of a dog coin that airdropped on Christmas Day. The chain
10:59
that everyone said
10:59
was too unstable has had its longest uptime streak in its history. With Fired
11:04
ancer Live on
11:05
Mainnet, a full second validator written to be the fastest version possible,
11:08
multiple teams are
11:09
now competing to make Solana even faster and cheaper than it already is. The
11:13
improvements are
11:14
ongoing and we regularly see over 3000 transactions per second already.
11:18
So here we are. Six years in. Look at what this ecosystem has become. $1.95
11:24
trillion
11:25
index trading volume, second only to Binance globally. $2.39 billion in app
11:30
revenue with
11:30
seven apps each clearing $100 million. Western Union is connecting 360,000 cash
11:35
payout locations,
11:36
cash app bringing 57 million users. State Street that has over $50 trillion in
11:40
asset under custody
11:41
is tokenizing on Solana. $1.45 billion in ETF inflows while the price dropped
11:47
50%.
11:47
From monkey jpegs to the best wallets ever created, from Discord devs helping
11:52
with failed
11:52
swaps to trillion dollar institutions choosing Solana as their settlement layer
11:56
. From a phone
11:57
that nobody bought to a second version with the seeker that has its own economy
12:02
with over 150,000
12:03
phones sold over $3 billion of volume and over 500 apps built for it. And it
12:08
all happened because
12:09
one chain said, whatever you want to build, we'll make it possible. Whatever
12:12
you want to use it for,
12:14
we'll make it fast enough, cheap enough, and good enough that you'll actually
12:17
want to come back,
12:18
built to be used and used for everything. IBRL, increased bandwidth, reduced
12:23
latency is the mindset.
12:24
And this opens up the use cases for any team looking to build. Here's what I've
12:29
learned from
12:29
being here for almost all of it. The price is the least interesting part of
12:33
this story. It always
12:34
was the real story is the experience. The devs who DM'd you when your swap
12:38
failed. The builders
12:39
who shipped through a bear market, the community that watched the price at $8
12:43
and said, I'm not
12:44
leaving. The engineers who turned every growing pain into an upgrade. And the
12:47
philosophy that said,
12:48
if people want to use this for something, let them. We'll make it work. Every
12:53
great ecosystem has lore.
12:55
Bitcoin has the pizza. Ethereum has the Dow. Solana has monkey jpegs, a dog
12:59
with a bat, two phones,
13:01
a developer who came back from the dead, a president with a meme coin, and a
13:05
network that went from
13:06
growing pains to processing $2 trillion per year. Six years from a white paper
13:11
to an economy,
13:12
from one engineer's idea to the chain that everyone uses. And honestly, we're
13:17
still just
13:17
getting started. Happy birthday, Solana. What a ride.
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