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DK

@CryptoIRGuy

CSO @defidevcorp 🚀, $SOL Bull 🐂 | former @krakenfx 🐙, L/S equity analyst 📈, Corp Dev @snap 👻, credit risk @morganstanley 🏛️ | struggling blue belt 🥋

Joined May 2025
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Photo by DK (@CryptoIRGuy)Photo by DK (@CryptoIRGuy)Photo by DK (@CryptoIRGuy)Photo by DK (@CryptoIRGuy)Photo by DK (@CryptoIRGuy)Photo by DK (@CryptoIRGuy)Photo by DK (@CryptoIRGuy)Photo by DK (@CryptoIRGuy)Photo by DK (@CryptoIRGuy)
It's never too late to start getting paid daily. $CHAD
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Image from DeFi Dev Corp. (DFDV) (@defidevcorp)
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Delusional solana:So11111111111111111111111111111111111111112 bulls ALWAYS win.
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Today, we paid a daily cash dividend of $0.00614 per share, our 26th consecutive business day of dividend payments. DFDV's balance sheet currently represents approximately 122 years of $CHAD dividend coverage at the current rate. With $CHAD, payday is every day.
Image from DeFi Dev Corp. (DFDV) (@defidevcorp)
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Today, we paid a daily cash dividend of $0.00614 per share, our 25th consecutive business day of dividend payments. DFDV's balance sheet currently represents approximately 123 years of $CHAD dividend coverage at the current rate. With $CHAD, payday is every day.
Image from DeFi Dev Corp. (DFDV) (@defidevcorp)
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Wall Street keeps picking the same chain. 🔸 @Schroders ($1.1T AUM): first fund on Solana 🔸 Tokenized-stock holders on Solana: 1.78M, up 31 days straight 🔸 17.6x more holders than on Dec 31 Source: stateofsol.com
State of Solana — Live SOL Dashboard: Price, Rainbow, Yields

State of Solana — Live SOL Dashboard: Price, Rainbow, Yields

Free live Solana dashboard: SOL price & returns, rainbow chart, cross-chain activity, DeFi yields, validators & network health.

stateofsol.com
Centrifuge (@centrifuge) profile pictureCentrifuge
@centrifugeNov 4
Centrifuge is bringing @Schroders' first tokenized investment strategy onchain. Introducing $SISF, the Schroder International Selection Fund Emerging Market Bond fund, powered by Centrifuge and now live on @solana. Beyond Treasuries and short-duration credit, $SISF expands onchain access to sovereign and corporate bonds across global emerging markets, adding a differentiated source of risk and return to digital capital markets. With over $1 trillion in assets under management, Schroders is one of the world's leading active asset managers, bringing more than 50 years of emerging markets debt expertise to onchain capital markets. "Working with Centrifuge enables us to make our expertise in this area available to a new generation of investors and continue to innovate in the delivery of investment solutions.” – Marita Mcginley, Head of Operations, APAC and Digital Assets, Schroders
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🫳🎤
Project Vice (@project_vice) profile pictureProject Vice
@project_viceNov 4
🚨NEW: Take-Two CEO Strauss Zelnick sat down today with @WSJ to discuss the launch of Grand Theft Auto VI. The interviewer literally said straight to his face that they don’t have any major hits, despite the huge success of GTA 5 and Red Dead 2… 💀 Strauss’ reaction says it ALL… What a clueless clown she is… 🤡😭
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Theory on why bitcoin:native is handling the election outcome so well: + Democrats won enough seats such that their own party isn't held hostage by very small coalitions within their ranks. That would exacerbate disfunction. + Oil markets falling sharply, an immediate inflation relief. + Potential friction in AI CAPEX cycle points to deceleration, reducing tightness on near-term market liquidity. This is evident in hyperscalers with organic FCF vastly outperforming semiconductor CAPEX-driven stocks. + US Treasury maintains the 3x in long-end bond liquidity support program from August in today's quarterly refunding statement. Not sure if this necessarily holds, but today signals some near-term relief in market liquidity, which crypto is very sensitive to.
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Current mood. solana:So11111111111111111111111111111111111111112
Image from DeFi Dev Corp. (DFDV) (@defidevcorp)
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There are no sellers left in crypto. * 3.7% inflation print >> Doesn't matter * AI bubble bursting >> Doesn't matter * Binance hack >> Doesn't matter * Election tsunami >> Doesn't matter
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Tokenized stocks traded on Solana in 2026 so far: $21.2B. 🚀 That's 6.2x the total for all of 2025, with two months left. source: stateofsol.com
Infographic: tokenized stocks traded on Solana, 2026 YTD $21.2B vs $3.4B in all of 2025 (6.2x).

ALT Infographic: tokenized stocks traded on Solana, 2026 YTD $21.2B vs $3.4B in all of 2025 (6.2x).

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I don’t want to be in the same gulag as the modular thesis crypto people.
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Breaking: $DFDV shares surge +10.3% intraday.
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Jordannnnnnnnn
Image from Pete | DFDV, APYX (@pete_humiston)
DeFi Dev Corp. (DFDV) (@defidevcorp) profile pictureDeFi Dev Corp. (DFDV)
@defidevcorpNov 3
Today, we paid a daily cash dividend of $0.00614 per share, our 23rd consecutive business day of dividend payments. DFDV's balance sheet currently represents approximately 125 years of $CHAD dividend coverage at the current rate. With $CHAD, payday is every day.
$CHAD Day 23 graphic: daily dividend payment number 23 from DeFi Development Corp., 14.0% dividend rate.

ALT $CHAD Day 23 graphic: daily dividend payment number 23 from DeFi Development Corp., 14.0% dividend rate.

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🚨 JUST IN: SOLANA LEADING DAT @DefiDevCorp / $DFDV ADDS 5,336 $SOL IN THE PAST WEEK, EXPANDING ITS SOLANA TREASURY TO OVER 2.6 MILLION $SOL! #SOLANA ⚡️
Image from curb (@CryptoCurb)
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Today, $DFDV added 5,336 $SOL to our treasury, bringing total holdings to ~2,600,948 SOL and taking us past 2.6M SOL. $CHAD's 14% annual dividend rate also takes effect today, paying $1.40/share annually every business day. Full announcement 👇 globenewswire.com/news-relea…
DFDV SOL treasury update: 5,336 SOL added, 2,600,948 SOL total holdings.

ALT DFDV SOL treasury update: 5,336 SOL added, 2,600,948 SOL total holdings.

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October is in the books, and $SOL apps out-earned every other chain yet again. 🔸 $147M in app revenue 🔸 1.7x Ethereum 🔸 37% of all app revenue, the highest share since January 🔸 #1 for 7 straight months Track it all and more 👇 stateofsol.com
Chart from stateofsol.com showing monthly app revenue by chain over the past year; Solana led in October 2026 with $147M.

ALT Chart from stateofsol.com showing monthly app revenue by chain over the past year; Solana led in October 2026 with $147M.

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Image from DeFi Dev Corp. (DFDV) (@defidevcorp)
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Who is ready for that solana:So11111111111111111111111111111111111111112 bounce? 👀
Image from DeFi Dev Corp. (DFDV) (@defidevcorp)
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$CHAD
Image from DeFi Dev Corp. (DFDV) (@defidevcorp)
John Han (@SumBasis) profile pictureJohn Han
@SumBasisOct 30
Honored to see $CHAD on Strategy's ($MSTR) Q3 earnings deck, seven weeks in. @saylor and @PhongLe wrote the playbook for this market. Grateful to be part of the chart, and to be building this industry alongside them.
Image from John Han (@SumBasis)
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