We knew "Validator DeFi" as a category was a 0 or 1 when we started. The idea of finding alternative revenue streams for validators and more utility for stake accounts for stakers was a big.
There have been more learnings than I can write into a single tweet but doing customer discovery from scratch is a humbling experience, and I'm excited to share what comes next.
🌲
Let’s go Toronto!
Erik Ashdown, Co-Founder at @pyefinance, is joining us at Solana Summit Canada.
@eash0x is rethinking staking, turning future rewards into liquidity while keeping principal staked.
Sept 23–24, Toronto, St. Lawrence Market North.
by separating the 'How' (SIMDs) from the 'Should' (SGPs), Solana preserves engineering mindset while maintaining community sovereignty
tHis a great solution because it’s the first time I think I’ve seen a line in the sand between these two things in any DAO or network.
Congrats to @richardkingxyz and team for the launch!
E | Pye retweeted
1/4 @pyefinance just launched Speedstake compatible with Everstake SOL staked positions!
Make your future SOL staking rewards tradeable today without unstaking.
• Stake remains delegated to Everstake
• Redeemable 1:1 at maturity
• Non-custodial, fast, settles on-chain
E | Pye retweeted
As inflation continues to decline and SFDP support decreases, validators need to lean into DeFi and real yield to stay afloat.
Unfortunately the writing is on the wall:
1. Hyperliquid is routing ~97-99% of its fees into $HYPE buybacks (> $1.1B+ executed)
2. There's growing consensus in the Solana community to reduce inflation:
- Recent SIMDs to double the disinflation rate, increase burn rate (eg. 550, 553)
- SFDP delegations reduced from 1:1 matching to 0.5:1 (50k SOL cap)
Hey @tradetheflow_ your hacker is surprisingly honest. 10/10 for transparency, 0/10 for operational security
Welcome to Proof of work 2.0
🚨BREAKING: Nvidia will pay you $1,000 a month to host a mini AI data center at your house.
It looks like a regular AC unit sitting in your yard. Nobody walking past would know what is inside.
Inside sits 16 Nvidia Blackwell GPUs and Dell servers running at full capacity.
A startup called Span builds and installs them. They are backed by Nvidia directly. The whole unit bolts onto your home and you get paid for the power and Wi-Fi you supply.
Some estimates put the monthly payout around $1,000. That is rent money just for hosting a box you never touch.
Span says the units deploy significantly faster and cheaper than traditional data centers. That is exactly why Nvidia is backing the suburban rollout instead of waiting for more commercial land.
The AI boom needed more compute. It found it in the suburbs.
The grid is being rebuilt one backyard at a time. Save this.
Readers added context they thought people might want to know
Span is partnering with Nvidia to pilot mini data centers (looking like AC units) in new homes. Homeowners pay a flat fee (e.g. $150/month) to Span, which covers their electricity and internet bills. The program does not involve Nvidia paying hosts $1,000 a month.
arstechnica.com/ai/2026/05/the…
span.io/blog/span-anno…
realtor.com/news/trends/nv…
E | Pye retweeted
We're partnering with @pyefinance to push staking on Solana forward.
Phase Stake and All Phase Delegation validators are now getting early access to Pye. Enabling custom reward splits, stake lockups, and optional liquidity for locked stake.
This provides access to DeFi and stake trading, offering validators greater flexibility in their operations.
If you're not paying attention to what Pye is building, you should be.
E | Pye retweeted
🎙️ Erik @eash0x from @pyefinance shared:
🔴Featured on the @afscott Solana Is Global podcast.
Founder storytelling matters, listen in 👇
Spotify: open.spotify.com/episode/03i…: podcasts.apple.com/us/podcas…
E | Pye retweeted
🤝 Thrilled to be supporting @pyefinance in their mission to turn stake accounts into tradable commodities.
Bringing off-chain fee kickbacks on-chain, offering fixed yields, and increasing liquidity for staked SOL, what's not to love?!
Onward. 🫡
We’re working with @Layer_33_ and the independent validators they support as part of the early formation of programmable staking markets on Solana.
Independent operators are the backbone of Solana. Layer33 is an initiative to work with high-quality independent validators and ensure they have a place to access new opportunities as staking infrastructure evolves. Partnerships like this help ensure new staking infrastructure reflects the realities of smaller validator operations, not just large institutions.
More: pye.fi/blog/layer33-joins-py…
E | Pye retweeted
New Index drop!
Host @nickyscanz joins @eash0x, co-founder of @pyefinance, to break down how they’re pushing staking into its next phase - turning future rewards into tradable on-chain assets, and building real capital markets on Solana.
Catch the convo!