📚Analyst📚| 🕵️On-Chain Sleuth🕵️|✍️Threador✍️ ***Tweets are not Financial Advice***
Mars
Joined January 2022
- Tweets4.7K
- Following699
- Followers3.9K
- Likes3.5K
Average JO retweeted
so franklin templeton ($1.5T) dropped a report
they called SOL DeFi undervalued compared to ETH.
$MNDE @MarinadeFinance showed up in it 🔥
Diving into project's most recent updates
let's start with this one:
▫️ 1. franklin templeton (yeah, the $1.5T asset manager)
this asset management firm said recently that a bunch of solana DeFi tokens look undervalued vs ETH DeFi.
one of the tokens they called out? $MNDE
report here:
franklintempletonprod.widen.…
2. clear rewards tracking now built in
a new feature just launched in the Marinade app
→ staking rewards tracking & export.
• users can generate a full history report, useful for tax, accounting, or just clean record-keeping
• supported formats: CSV, XLSX, PDF
• report auto-updates after first setup
this closes a gap that’s always annoyed active stakers: visibility
but it’s only available for Marinade Native.
liquid staking folks are left out (for now). why not support both?
▫️3. institutional staking isn’t theory anymore
the team behind Marinade has shifted hard toward institutions in 2025.
they built native staking, brought in tradfi talent, & are now onboarding big players.
• they're the staking partner for Bitwise’s Solana staking ETP (BSOL)
• integrated w/ Zodia Custody & Copper
• hiring from PWC, Fidelity, BNY Mellon
and they’re not stopping there:
• new insurance layer for stakers → launching this year
• full custodian compatibility → aligned w/ regulatory standards
• native staking preferred by institutions → less DeFi risk, more control
so what’s the bet?
if Solana ETFs get SEC approval, Marinade wants to power the staking piece inside them
▫️4. native staking is how they’re scaling
their non-liquid staking product (Marinade Native) is now the core of the play.
liquid staking got them known - native staking is how they scale to billions.
• users stay in full custody of SOL
• validator delegation handled through Stake Auction Marketplace (SAM)
• rewards protected w/ PSR (Protected Staking Rewards) - users are shielded from downtime
but here’s the strategy flip:
• liquid staking = great for DeFi
• native staking = better for institutions
Marinade now runs both, but the real effort is going into native.
is liquid becoming the legacy product?
👇 comment below if i missed anything or just drop a 👋
🔃 found this useful? repost to help others read
Average JO retweeted
We are excited to announce a Proof-of-Concept (POC) project with @Zeekr_Europe, where we will be embedding $MINIMA nodes in 100k Zeekr EV vehicles & 100k Zeekr EV charging wallboxes.
For more info on the project, you can read our release below! 👇
Average JO retweeted
@JasonYanowitz incredible DAS event this week
All points below hit the nail on the head.
$IXS is built as the key infrastructure to power, legal and compliant, Institutional quality RWA tokens for Cryptocurrency exchanges, fintechs, Payfi, Wallets and other platforms all wanting to sell RWA assets to their millions of users but do not have the licenses and/or tech stack
We have already successfully partnered with the Asian Super App Line (200,000,000 users) and our UnionChain partnership with 4 x regulated cryptocurrency exchanges in Asia with 25,000,000 KYC'd users to deliver their users RWA
It felt like RWA was 99% of the narrative this week and we are making big moves into the USA and beyond
Onwards
@IxSwap @investax
Some thoughts on exchanges, fintechs, and brokerages.
(from dozens of chats with founders and execs at DAS)
1. US exchanges are racing to offer equities
2. Asia exchanges are racing to enter / re-enter the US
3. All crypto exchanges are sitting on a LOT of cash and highly valued equity. They’ll accelerate the above with acquisitions
4. Fintechs are racing to offer crypto assets (top 100, not just a few)
5. Everyone is thinking about launching a stablecoin
6. Even traditional brokerages are now thinking about how to offer crypto tokens
Assuming the market structure bill goes through (should happen by August), all of the above will happen in 2025.
Average JO retweeted
There will be a time where I return but only when on chain is worth playing
Otherwise go enjoy life
What’s the point of beating a horse that’s dead.
Life is enjoyable af recently, touch grass and be with people and not cartoon online characters
Average JO retweeted
Kicking off 2025, the market is set for a crucial liquidity boost.
💸 FTX has begun repaying creditors, with many eyeing $SOL for their reinvestments.
💰 Jito’s $165 million airdrop in Dec '24 has already set Solana's DeFi scene ablaze.
These events highlight a pivotal moment: Solana's DeFi revival hinges on a liquidity surge, with Liquid Staking taking center stage.
And this is where many of us have been sleeping on @MarinadeFinance. 🧵
I’ve been a strong advocate for Solana, accumulating after the FTX crash between $13–20. $SOL DeFi is heating up, yet many are sleeping on @MarinadeFinance.
🛡 Native staking (Zero custody risk)
📈 14D APY >11% (Leading staking game)
💪 Downtime protection (Secures rewards)
🎁 Earn block rewards via Stake Auction Marketplace
Marinade is my go-to SOL staking solution, and $MNDE looks significantly undervalued at $163M FDV with ~$2B TVL (Top 5). Primed for a reprice in the next two months.
Average JO retweeted
💫 We're unleashing community creativity & expression at scale.
Custom-trained on your unique mascot, our decentralized AI network enables instant, true-to-character art that fuels ecosystem expansion.
The future of community engagement is here & it's powered by Envision⚡
Average JO retweeted
💥 AI is unlocking a world of endless possibilities, and everyone can generate images, videos and 3D assets.
🔎 However, questions remain: who really owns these assets, this IP?
Many platforms enable stunning creations, but they often leave creators in a gray area when it comes to licensing & ownership of intellectual property.
— at Envision Labs, we approach this differently, bridging the gap between innovation and ownership.
Our IP Protocol is tied within our DeAI Suite, ensuring every asset you create, mint, or list on Envision is anchored to its IP right from the start 🎬 ⤵
Average JO retweeted
One of the more hyped Fjord sales is launching on Base within 3 hours: $GLS
They're building a blockchain focussed on storing, indexing and querying data. Just what AI, and specifically an AI agent, needs.
The intersting thing for me here: the blockchain is already used a lot with:
🔸over 10 billion queries
🔸10 million transactions
🔸700k unique adresses
With their oversubscribed sales on Fjord (3.4 Mil at 33.3M FDV) and via VCs (8 mil at 100M FDV) they secured a lot of funding to give the project an extra boost.
AI projects on Base have been performing extremely well lately so I'm very curious to how this will perform but I might be biased because I was able to invest.
Average JO retweeted
Prediction #3: Value of tokenized securities exceeds $50 billion. Tokenized securities grew 61% in 2024 to $12 billion, but most of that value is on permissioned chains. We think 2025 will be a breakthrough year for tokenized securities to launch on open-source blockchains as entities like DTCC explore bridging public and private blockchains.
Average JO retweeted
The truth about staking $SOL: locking it up is costing you opportunities. But with liquid staking this changed.
@MarinadeFinance 's $mSOL + PSR (🔥) protect your returns from underperforming validator
Let's break down how $MNDE helps you maximize $SOL staking rewards — a thread 🧵
You'll level up on:
➙ what is Marinade
➙ what are protected staking rewards (PSR)
➙ what is $mSOL
➙ how to earn more $mSOL yield
➙ get started with $mSOL liquid staking
➙ the benefits of staking $SOL
➙ $MNDE tokenomics
Let's cut to the chase.
— ▫️ — What is Marinade
Marinade is a non-custodial liquid staking protocol built on Solana $SOL.
It allows users to stake their SOL tokens while retaining liquidity through $mSOL, a liquid staking token (LST).
By delegating $SOL to a pool of over 100 validators, Marinade boosts Solana’s decentralization and rewards stakers w/ a high-yield experience.
#️⃣ Numbers:
• 147k+ users
• 11.97% APY (14D staking yield)
• 8M $SOL TVL (~$2B)
✅ Marinade integrates w/:
• @coinbase
• @krakenfx
• @phantom
• @okx
+ others
🔐 Marinade is audited by:
• @Sec3dev
• @ackeeblockchain
• @Neodyme
• @KudelskiSec
• @HalbornSecurity
Marinade also offers a Protected Staking Rewards (PSR) feature, a safeguard for stakers concerned about validator underperformance. Let's dig into.
— ▫️— What are protected staking rewards (PSR)
PSR is Marinade’s way of ensuring users get the staking rewards they expect.
Here’s how it works:
• validators participating in Marinade's pool are required to lock up an on-chain bond proportional to the stake they receive
• if a validator underperforms — due to increased commission or downtime — the bond compensates for the lost rewards
• this guarantees users consistent returns & peace of mind when staking
The PSR sets Marinade apart by protecting stakers from unpredictable validator performance.
— ▫️ — What is $mSOL
$mSOL is Marinade’s liquid staking token:
➙ you stake SOL through Marinade, you receive $mSOL in return
The beauty of $mSOL lies in its flexibility.
It can be used across Solana's DeFi ecosystem — lending, trading, or yield farming — while still earning staking rewards in the background.
— ▫️ — How to earn more $mSOL yield
Want to amplify your $mSOL returns? Here's how:
1. DeFi integration: use $mSOL in lending platforms, liquidity pools, or yield farms across Solana’s ecosystem
2. compound rewards: as $mSOL grows in value, reinvest it into high-yield opportunities to maximize returns
3. keep it liquid: unlike traditional staking, $mSOL lets you move your funds w/o without losing out on rewards
💡 This is the most important link to discover the highest earning opportunities:
marinade.finance/cookbook
— ▫️ — Get started w/ $mSOL liquid staking
Starting with $mSOL is easy:
a) visit Marinade: head to marinade.finance/ & connect your wallet
b) stake your $SOL: choose the amount of $SOL to stake Marinade handles validator delegation for you
c) receive $mSOL: in return, you’ll get $mSOL, which grows in value as staking rewards accumulate
d) once you have $mSOL, you’re free to explore Solana’s DeFi ecosystem while still earning staking rewards
— ▫️ — Benefits of staking $SOL w/ Marinade
1️⃣ flexibility:
Liquid staking with $mSOL keeps your funds accessible for other investments
2️⃣ higher yields:
Use $mSOL across DeFi platforms to maximize your returns
3️⃣ decentralization:
Marinade’s automated validator delegation supports smaller, high-performing validators, strengthening the Solana network
4️⃣ protected returns:
PSR ensures you get the rewards you expect, even if a validator underperforms
— ▫️— $MNDE tokenomics
coingecko.com/en/coins/marin…
At time of writing:
• $69M mcap
• 1B total supply
• 386M circulating
Token utilities:
• governance
• voting power (vwMNDE)
• directed stake
• incentives
▫️ If you enjoyed this reading
Don't forget to follow @raares and retweet.
👉 It keeps me going 🙌. Thanks.
Average JO retweeted
IX Swap x @ClearpoolFin: The Next Evolution in Tokenized RWAs
With over $645M in loans originated, @ClearpoolFin's robust lending infrastructure pairs perfectly with IX Swap’s #tokenization expertise.
Together, we’re creating the next utility for tokenized real-world assets (#RWAs) by enabling seamless lending and borrowing in decentralized markets.
Average JO retweeted
A WEF member casually asking about $MINIMA 👀...
But what makes it special though ?
Minima is a DePin L1 that has been in development for more than 5 years at this point
With the successful launch of $PEAQ season I feel like this can be a winner in the DePin space...
They have partnered with real Web 2 brands like...
🔹Volvo
🔹Polestar
🔹Lynk
🔹Ericcson
+ they have the support of the Swedish government 💥
And the reversal has already begun... 💥
... because they announced a partnership with the UK-based semi-conductor company Arm
This partnership will allow @Minima_Global to leverage Arm's expertise to launch the Chain on Chip Tech...
I will be covering more on that in the future...
Needless to say that all these developments are extremely promising..... 💪
Average JO retweeted
I’ve been a strong advocate for Solana, accumulating after the FTX crash between $13–20. $SOL DeFi is heating up, yet many are sleeping on @MarinadeFinance.
🛡 Native staking (Zero custody risk)
📈 14D APY >11% (Leading staking game)
💪 Downtime protection (Secures rewards)
🎁 Earn block rewards via Stake Auction Marketplace
Marinade is my go-to SOL staking solution, and $MNDE looks significantly undervalued at $163M FDV with ~$2B TVL (Top 5). Primed for a reprice in the next two months.
Average JO retweeted
When you are working at the bleeding edge of technology, you need the right collaborators to make your vision a reality.
Collaborators like @Arm. There's a reason why:
➡️ 70% of the Worlds population already uses Arm-based products
➡️ 300Bn+ Arm-based chips have shipped to date
➡️ 99% of Smartphones utilize Arm-based chips
➡️ Fully 50% of all chips with processors globally, are Arm-based
With their Flexible Access Program expertise, the Minima Chip will be in your life before you know it.
Follow along to join us on the journey 🤝
Average JO retweeted
$VIS Looking about to burst into price discovery 🎯
🎉 We're thrilled for the launch of our AI Framework for communities, with the first integration debuting soon in partnership with @weirdoBase!
Our AI Agent & Custom AI Generation are ready-to-use products designed to empower a variety of projects & their vibrant ecosystems ⤵
Average JO retweeted
Meme Blind Box (MBB) @magnet_mbb is Magnet’s first implementation of an Agent-to-Human AI Agent, live now on @base!
MBB is bringing meme culture onchain, where AI and community ownership shape the future of memecoins.
Let’s dive in! 🧵
Average JO retweeted
View the full length (2 min) video here: youtu.be/2UnUbJKLBLM
Average JO retweeted
I hope you all have been printing with my calls lately
We are killing it in this small utility season 🔥
Other project that I'm giga bullish in is $AGENT and i've been talking here in the last couple months.
Today they make 1 year anniversary and they made a massive token burn.
1$ IS REAL.
FADE ME IF YOU WANT I'LL GET BACK TO THIS
1M AGENT to torch on our 1 Year Anniversary.
Let the BURN Begin.
Every token burned is a promise kept.
agentlayer.medium.com/agentl…
#AgentLayer $AGENT #Tokenburn #AIAgent #Web3 #Crypto
