# ![@RyanWatkins_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::708805895258574849.png) @RyanWatkins_ Ryan Watkins

Solana is gaining traction with notable projects and leaders achieving success. Hyperliquid and other app-specific platforms are rising, potentially changing the general-purpose go-to-market strategy. Solana's growth and adoption are driving excitement, with new internet startups easily monetizing and capital formation increasing.

### Engagements: [-------] [#](/creator/twitter::708805895258574849/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::708805895258574849/c:line/m:interactions.svg)

- [--] Week [-------] +241%
- [--] Month [-------] +202%
- [--] Months [---------] -13%
- [--] Year [---------] -38%

### Mentions: [--] [#](/creator/twitter::708805895258574849/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::708805895258574849/c:line/m:posts_active.svg)

- [--] Week [--] -40%
- [--] Month [--] +7.70%
- [--] Months [---] -18%
- [--] Year [---] -26%

### Followers: [------] [#](/creator/twitter::708805895258574849/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::708805895258574849/c:line/m:followers.svg)

- [--] Week [------] -0.06%
- [--] Month [------] +0.45%
- [--] Months [------] +3.10%
- [--] Year [------] +8%

### CreatorRank: [------] [#](/creator/twitter::708805895258574849/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::708805895258574849/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #5928 [finance](/list/finance)  33.96% [exchanges](/list/exchanges)  #1487 [technology brands](/list/technology-brands)  9.43% [stocks](/list/stocks)  6.6% [social networks](/list/social-networks)  1.89% [countries](/list/countries)  1.89% [vc firms](/list/vc-firms)  0.94% [automotive brands](/list/automotive-brands)  0.94% [events](/list/events)  0.94%

**Social topic influence**
[in the](/topic/in-the) 23.58%, [ethereum](/topic/ethereum) #4887, [solana](/topic/solana) 15.09%, [hyperliquid](/topic/hyperliquid) 13.21%, [crypto](/topic/crypto) 13.21%, [the most](/topic/the-most) 13.21%, [ai](/topic/ai) #1066, [bitcoin](/topic/bitcoin) 9.43%, [growth](/topic/growth) #1518, [onchain](/topic/onchain) 7.55%

**Top accounts mentioned or mentioned by**
[@notthreadguy](/creator/undefined) [@bankless](/creator/undefined) [@laurashin](/creator/undefined) [@tradexyzs](/creator/undefined) [@unitxyz](/creator/undefined) [@coinbase](/creator/undefined) [@natedicamillo](/creator/undefined) [@messaricrypto](/creator/undefined) [@sequoia](/creator/undefined) [@paradigm](/creator/undefined) [@convergeonchain](/creator/undefined) [@pangeafundmgmt](/creator/undefined) [@syncracycapital](/creator/undefined) [@jerallaire](/creator/undefined) [@joncharb](/creator/undefined) [@magusdevon](/creator/undefined) [@science__bro](/creator/undefined) [@joshkessler_](/creator/undefined) [@testdumbass](/creator/undefined) [@anayatkhan09](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Hyperliquid (HYPE)](/topic/$hype) [USDC (USDC)](/topic/usdc) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Beginning to entertain the possibility that [----] is the year AI agents actually make their first impact onchain. Think we now have sufficient intelligence to make it work with supporting infrastructure approaching production readiness. In the event this happens transaction volumes will likely grow much faster than anyone anticipates"  
[X Link](https://x.com/RyanWatkins_/status/2017318532174749712)  2026-01-30T19:26Z 86.6K followers, 13.6K engagements


"Theres still about $250B - $500B of enterprise value in CEXs that will inevitably flow to DEXs as they continue winning share. Not all of that is capturable. Still quantifiably its the largest opportunity since the L1 trade and will only expand in the coming years as the sector grows and the leaders demonstrate platform potential. The breakout success of RWA trading on perp DEXs is the writing on the wall. https://twitter.com/i/web/status/2020881498518233162 https://twitter.com/i/web/status/2020881498518233162"  
[X Link](https://x.com/RyanWatkins_/status/2020881498518233162)  2026-02-09T15:24Z 86.6K followers, 24.1K engagements


"Saying blockspace is a commodity is not only intellectually lazy its also empirically false. At a bare minimum just ask yourself a simple question is doing finance on Ethereum substantively different from doing it on something like Dogechain The answer is obviously yes"  
[X Link](https://x.com/RyanWatkins_/status/1994480340573065634)  2025-11-28T18:55Z 86.6K followers, 15.9K engagements


"Theres a new onchain meta emerging that has nothing to do with memecoins and its pretty much the only new sector growing exponentially in this market. So long as financial markets stay risk on this should be one of the biggest ones yet"  
[X Link](https://x.com/RyanWatkins_/status/2014721768750039468)  2026-01-23T15:27Z 86.6K followers, 72K engagements


"Just [--] days after HIP-3 markets reached $1B in 24hr volume @tradexyz's Silver market alone is closing in on $1B today. Hyperliquid is becoming the premier venue to trade perpetuals for all relevant financial assets much faster than anticipated. Explosive growth. Theres a new onchain meta emerging that has nothing to do with memecoins and its pretty much the only new sector growing exponentially in this market. So long as financial markets stay risk on this should be one of the biggest ones yet. https://t.co/tQksI6AdOd Theres a new onchain meta emerging that has nothing to do with memecoins"  
[X Link](https://x.com/RyanWatkins_/status/2015916687527186433)  2026-01-26T22:36Z 86.6K followers, 32.6K engagements


"The confluence of HIP-3 taking off and financial markets at large being in casino mode creates the perfect environment for a new crypto social trading app to go viral"  
[X Link](https://x.com/RyanWatkins_/status/2016740143239999726)  2026-01-29T05:08Z 86.6K followers, 13.4K engagements


"The everything exchange thesis for Hyperliquid is only getting clearer by the day. Polymarket and Kalshi are both decacorns btw. These advantages also enable Hyperliquid to expand beyond blockchain-native assets. As tokenization efforts like @unitxyz accelerate Hyperliquids opportunity may grow to include TradFi asset classes such as stocks and currencies or even exotic ones like prediction markets. https://t.co/WBKUr2IA5m These advantages also enable Hyperliquid to expand beyond blockchain-native assets. As tokenization efforts like @unitxyz accelerate Hyperliquids opportunity may grow to"  
[X Link](https://x.com/RyanWatkins_/status/2018334309111709945)  2026-02-02T14:42Z 86.6K followers, 26.3K engagements


"@notthreadguy Only thing stopping perps dexs momentum for the foreseeable future is a Gary Gensler [---] crackdown or a really long bear market"  
[X Link](https://x.com/RyanWatkins_/status/2020883779305259196)  2026-02-09T15:33Z 86.6K followers, [----] engagements


"Solana now rivals Ethereum across nearly every key metric. Yet $SOL trades at just 33% the valuation of $ETH. Our Solana Thesis Part II: The Data-Driven Case for $SOL. 1/"  
[X Link](https://x.com/RyanWatkins_/status/1856351983268983145)  2024-11-12T15:02Z 86.6K followers, 457.9K engagements


"Hyperliquid captures 33% of all blockchain revenue making it the top money maker in the cryptoeconomy. Its also doing so with the highest revenue quality and best growth trajectory. Remind me again why $HYPE is not a top [--] coin"  
[X Link](https://x.com/RyanWatkins_/status/1982960012755399107)  2025-10-27T23:58Z 86.6K followers, 141.3K engagements


"Lot to be excited about in Ethereum lately. Explicit plans to greatly scale L1 Formal team for Quantum resistance Retheorizing the role of L2s so they expand app design space rather than extend what already exists Native rollup precompiles + interop AI agent standards live on Mainnet The past [--] years of underperformance while brutal for those who stomached it has played a critical role in shaking out weak hands and opportunists while refining the roadmap for those who remain. Still ton of work to do and Im not sold yet that this is enough but directionally this is the best its been for"  
[X Link](https://x.com/RyanWatkins_/status/2018722118955913367)  2026-02-03T16:23Z 86.6K followers, 18.3K engagements


"Key Takeaways The asset class pulled forward expectations too far in 2021; since then valuations have been rationalizing and are now reasonable for quality assets As the U.S. regulatory environment http://x.com/i/article/2013786217284775937 http://x.com/i/article/2013786217284775937"  
[X Link](https://x.com/RyanWatkins_/status/2014385390371602546)  2026-01-22T17:11Z 86.6K followers, 349.3K engagements


"Interesting how much the terminally online cohorts motivation to invest in AI is shifting from excitement about capabilities to fear of irrelevance. Seems equally like a new paradigm moment and a genuine feeling of experiencing the exponential"  
[X Link](https://x.com/RyanWatkins_/status/2021436943817712096)  2026-02-11T04:11Z 86.6K followers, [----] engagements


"LLM psychosis is going to become a much bigger thing from here. With each leap in capability more and more people are outsourcing more of their critical thinking to LLMs and accepting the models word as authority without even realizing it. Used to think there would be a religious angle to this AI as the authority phenomenon (will probably happen in parallel anyways) but seems like its happening regardless. Not sure what to make of this yet. Its bad in obvious ways but potentially positive in less obvious ways https://twitter.com/i/web/status/2021618403123888283"  
[X Link](https://x.com/RyanWatkins_/status/2021618403123888283)  2026-02-11T16:12Z 86.6K followers, [----] engagements


"I see it mostly on Twitter. Both in all the AI generated articles that go viral each week and in the general discourse. Its concerning. And I say this as someone who believes in the exponential and that Situational Awareness was one of the most prescient papers in years"  
[X Link](https://x.com/RyanWatkins_/status/2021619198749987208)  2026-02-11T16:15Z 86.6K followers, [----] engagements


"Not sure the details here but if the deal resembles the one with Coinbase could be an incremental $30M - $40M in annual revenue for Lighter. Will of course linearly track the growth of deposits on the platform from here too. ZOOMER LIGHTER STRIKES DEAL WITH CIRCLE TO SHARE REVENUE GENERATED ON THE $920M OF USDC DEPOSITED ON THE PLATFORM ZOOMER LIGHTER STRIKES DEAL WITH CIRCLE TO SHARE REVENUE GENERATED ON THE $920M OF USDC DEPOSITED ON THE PLATFORM"  
[X Link](https://x.com/RyanWatkins_/status/2021965770406941183)  2026-02-12T15:13Z 86.6K followers, 15K engagements


"Normies are so cooked man. They have no idea whats happening in AI. You need to start vibe coding and hypergambling ASAP Youre running out of time to escape the permanent underclass. Dude Im a dentist and my gf is a real estate agent. What the fuck are you talking about"  
[X Link](https://x.com/RyanWatkins_/status/2022109462279180502)  2026-02-13T00:43Z 86.6K followers, 328.4K engagements


"But bro youre cherry picking the jobs least prone to disruption. What about all the entry level white collar jobs I know. The point is that its possible to be bullish AI without sounding like a schizophrenic baboon"  
[X Link](https://x.com/RyanWatkins_/status/2022109464267297089)  2026-02-13T00:43Z 86.6K followers, 31.4K engagements


"Bitcoin Miami in [--] weeks"  
[X Link](https://x.com/RyanWatkins_/status/1396476627861843968)  2021-05-23T14:42Z 86.6K followers, [----] engagements


"ETH volumes have been exploding recently and have surpassed BTC volumes for the past month. ATHs $20+ billion in daily spot volume"  
[X Link](https://x.com/RyanWatkins_/status/1397385373580398594)  2021-05-26T02:53Z 86.6K followers, [----] engagements


"The reason many people dont get crypto is because theyre too busy looking for technical innovation rather than institutional innovation. The most exciting attributes of blockchains are about how we design and run internet institutions not computational performance"  
[X Link](https://x.com/RyanWatkins_/status/1399063741157752840)  2021-05-30T18:02Z 86.6K followers, [----] engagements


""Bitcoin is DeFi bro I swear""  
[X Link](https://x.com/RyanWatkins_/status/1402735409591951363)  2021-06-09T21:12Z 86.6K followers, [----] engagements


"We live in a multichain world. Today there are [--] blockchains storing more than $10 billion in assets as well as several ecosystems with meaningful development and activity. THORChain is vying to sit at the center of this world as infrastructure for cross-chain finance. 1/"  
[X Link](https://x.com/anyuser/status/1404795233997557770)  2021-06-15T13:37Z 86.6K followers, [----] engagements


"Crypto twitter after every big green candle"  
[X Link](https://x.com/RyanWatkins_/status/1409296132094713856)  2021-06-27T23:42Z 86.6K followers, [---] engagements


"Coinbase and Compound are vampire attacking the US banking system. LFG. NEW: @coinbase is rolling out a crypto savings account with 4% interest on $USDC deposits. @Nate_DiCamillo reports https://t.co/oHy5H3V2nF NEW: @coinbase is rolling out a crypto savings account with 4% interest on $USDC deposits. @Nate_DiCamillo reports https://t.co/oHy5H3V2nF"  
[X Link](https://x.com/anyuser/status/1409897258062073860)  2021-06-29T15:31Z 86.6K followers, [---] engagements


"There are many reasons to believe Ethereum will win but the most underrated one is its culture. Ill take progressivism pragmatism and openness any day over the conservative dogmatic and defensive culture of Bitcoin"  
[X Link](https://x.com/RyanWatkins_/status/1425986809771724803)  2021-08-13T01:05Z 86.6K followers, [---] engagements


"As the smart contract wars heat up its important to keep in mind power and wealth distribution on each blockchain. Initial token distribution may not be everything but eventually we may find these early decisions had lasting effects on the credible neutrality of these systems"  
[X Link](https://x.com/anyuser/status/1432841540171296771)  2021-08-31T23:03Z 86.6K followers, [----] engagements


"Solana isn't the only blockchain with issues today. Arbitrum Harmony and Secret all had their own today as well. They'll all be alright but what today's events highlight is that building a leading smart contract platform takes time. Ethereum is number one for a reason"  
[X Link](https://x.com/RyanWatkins_/status/1437901187773313028)  2021-09-14T22:08Z 86.6K followers, [---] engagements


"The decentralized stablecoin supply just reached $10 billion and continues to eat share from centralized stablecoins. MakerDAO's DAI and Terra's UST continue to lead the charge. One of the most important trends in crypto"  
[X Link](https://x.com/RyanWatkins_/status/1437931974178455552)  2021-09-15T00:11Z 86.6K followers, [---] engagements


"There are now [--] DeFi protocols generating over $100 million in annualized revenue. In the past month DYDX revenue has rocketed to just under $500 million annualized. Across the board incredible traction"  
[X Link](https://x.com/anyuser/status/1443569443699834886)  2021-09-30T13:32Z 86.6K followers, [----] engagements


"Olympus DAO is a masterclass in tokeneconomics. Its a flywheel that literally converts memetic value into intrinsic value through bonding and staking mechanisms. An asset black hole that at escape velocity may only be limited by collective belief in OHMs future as currency"  
[X Link](https://x.com/anyuser/status/1447397287974604805)  2021-10-11T03:02Z 86.6K followers, [----] engagements


"Decentralization is not ideological bullshit. It is practical and its the sole reason why Im here. Think [--] years out not [--] weeks out"  
[X Link](https://x.com/RyanWatkins_/status/1462330895986266113)  2021-11-21T08:03Z 86.6K followers, [---] engagements


"We deserve a bear market"  
[X Link](https://x.com/anyuser/status/1464671634934095880)  2021-11-27T19:05Z 86.6K followers, 12.2K engagements


"Today is my last day @MessariCrypto. Its been an unbelievable past two years and I couldnt be more grateful to have worked with such an amazing group of people. Some reflections on being an analyst accumulated wisdom since I joined and whats next. 1/"  
[X Link](https://x.com/anyuser/status/1478031041457795072)  2022-01-03T15:50Z 86.6K followers, [----] engagements


"NFTs be like"  
[X Link](https://x.com/RyanWatkins_/status/1489255772080902150)  2022-02-03T15:13Z 86.6K followers, [----] engagements


"Crypto private markets still on fire. Today alone: - $4.5BN new a16z venture fund - $8.0BN Starkware round - $3.0BN LayerZero round Great seeing all the capital still available to talented teams but the gap between crypto private and public markets is increasingly insane"  
[X Link](https://x.com/anyuser/status/1529461175267774466)  2022-05-25T13:55Z 86.6K followers, [---] engagements


"RIP #Bitcoin"  
[X Link](https://x.com/RyanWatkins_/status/1536549154683596801)  2022-06-14T03:20Z 86.6K followers, [----] engagements


"Robinhood really sold all their users SOL at $19 in June"  
[X Link](https://x.com/anyuser/status/1738641731912970570)  2023-12-23T19:24Z 86.6K followers, 152K engagements


"SOL Supercycle"  
[X Link](https://x.com/anyuser/status/1839333530071118248)  2024-09-26T15:57Z 86.6K followers, 43.7K engagements


"The marginal growth stage buyer is back. Encouraging to see institutional venture firms entering the cryptoeconomy again. Sign of whats to come. We're thrilled to share we've raised a $150M Series C at a $3B valuation co-led by @sequoia and @paradigm. This milestone accelerates our mission to build the worlds biggest and most-trusted consumer finance platform. https://t.co/REIt4wqeGh We're thrilled to share we've raised a $150M Series C at a $3B valuation co-led by @sequoia and @paradigm. This milestone accelerates our mission to build the worlds biggest and most-trusted consumer finance"  
[X Link](https://x.com/RyanWatkins_/status/1880103257672151218)  2025-01-17T04:02Z 86.6K followers, 13.4K engagements


"State of crypto markets"  
[X Link](https://x.com/anyuser/status/1930672074089009227)  2025-06-05T17:04Z 86.6K followers, 59.7K engagements


"Whoever cracks prediction markets with leverage and finds a way to embed it into a Twitter-like social feed will likely create a generational businesses. One of the biggest opportunities in SocialFi"  
[X Link](https://x.com/anyuser/status/1942389922788254081)  2025-07-08T01:07Z 86.6K followers, 139.7K engagements


"Token holders not having recourse to project treasuries is one of the biggest governance failures in cryptos history. Subpar altcoins ditching their own assets to build a BTC treasury was not on my [----] bingo card World is healing Subpar altcoins ditching their own assets to build a BTC treasury was not on my [----] bingo card World is healing"  
[X Link](https://x.com/RyanWatkins_/status/1934393481679524003)  2025-06-15T23:31Z 86.6K followers, 49K engagements


"Pump ICO sold out in [--] minutes. Even better it was the 3rd largest ICO in history and raised the majority onchain on Solana"  
[X Link](https://x.com/RyanWatkins_/status/1944039585077768596)  2025-07-12T14:22Z 86.6K followers, 73.7K engagements


"$ENA offers one of the only pure play exposures to stablecoins and tokenization and now has the largest bazooka (relatively) of all tokens with a treasury company. Ideal timing with German regulator (BaFin) headwinds now behind us following a June resolution. Ethena is back in growth mode with USDe supply reaching new highs ($7B) and can now execute on a number of big product initiatives (e.g @convergeonchain) that were likely delayed. Bonus is VC supply overhang now practically neutralized. https://twitter.com/i/web/status/1948746589113033080"  
[X Link](https://x.com/anyuser/status/1948746589113033080)  2025-07-25T14:06Z 86.6K followers, 102.4K engagements


"I believe theres now a 60% chance the upcoming Bitcoin halving gets canceled. Markets are still severely underestimating the impact of the Coronavirus"  
[X Link](https://x.com/RyanWatkins_/status/1235572415171825666)  2020-03-05T14:26Z 86.6K followers, [----] engagements


"The [---] UNI that every Uniswap addressed was just airdropped is worth more than the $1200 stimulus check the US sent to millions of Americans. Its basically stimulus for Ethereum users"  
[X Link](https://x.com/RyanWatkins_/status/1306432490656145408)  2020-09-17T03:19Z 86.6K followers, [----] engagements


"Ethereum is on pace to settle $1.6 trillion in transactions for Q1 [----]. In the last [--] months it has settled $2.1 trillion in transactions. Incredible scale for a technology that critics claimed couldnt scale"  
[X Link](https://x.com/RyanWatkins_/status/1364572530560925698)  2021-02-24T13:46Z 86.6K followers, [----] engagements


"I think my head would explode if BNB flipped ETH"  
[X Link](https://x.com/RyanWatkins_/status/1380713474041524225)  2021-04-10T02:45Z 86.6K followers, [----] engagements


"Send it. $ETH"  
[X Link](https://x.com/RyanWatkins_/status/1385213458883416064)  2021-04-22T12:46Z 86.6K followers, [----] engagements


"Not sure theres ever been a stronger setup for ETH flipping BTC. In the coming months: 1) EIP [----] 2) PoS + ETH [--] Merger 3) DeFi + NFTs 4) Institutions announce ETH positions 5) ESG tailwinds Meanwhile unclear catalyst path for BTC. Only a 100% move away"  
[X Link](https://x.com/RyanWatkins_/status/1392647438234755073)  2021-05-13T01:06Z 86.6K followers, [----] engagements


"Just wait until DeFi starts receiving meaningful media coverage. Almost a year into this bull market and the media still hasnt covered what is indisputably the single most exciting sector in crypto"  
[X Link](https://x.com/RyanWatkins_/status/1394639942479974409)  2021-05-18T13:04Z 86.6K followers, [---] engagements


"Uniswap V3 just flipped Uniswap V2 to become the number one DEX on Ethereum"  
[X Link](https://x.com/RyanWatkins_/status/1395775319936806914)  2021-05-21T16:15Z 86.6K followers, [---] engagements


"An ETH / DeFi decoupling from BTC would be one of the most bullish developments for the industry. There is no reason why fundamentally driven growth assets should be correlated with faith based macro assets. The sooner people learn this the sooner we move forward"  
[X Link](https://x.com/RyanWatkins_/status/1395846762766733326)  2021-05-21T20:59Z 86.6K followers, [----] engagements


"Who knew EIP-1559 was actually a price target"  
[X Link](https://x.com/RyanWatkins_/status/1396506978541768705)  2021-05-23T16:43Z 86.6K followers, [---] engagements


"Bitcoin is a swarm of cyber hornets serving the goddess of wisdom feeding on the fire of truth exponentially growing ever smarter faster and stronger behind a wall of encrypted energy. Customer: Right. can I get a Big Mac with fries"  
[X Link](https://x.com/RyanWatkins_/status/1407020733805498373)  2021-06-21T17:00Z 86.6K followers, [---] engagements


"In Q2 [----] Ethereum settled $2.5 trillion in transactions. This represents +65% QoQ and +1490% YoY and puts Ethereum on pace to settle $8 trillion in 2021"  
[X Link](https://x.com/RyanWatkins_/status/1415314367860682756)  2021-07-14T14:16Z 86.6K followers, [----] engagements


"In [----] Terra's UST became a leading decentralized stablecoin reaching $2.5BN+ in circulation. With Colombus-5 and Wormhole V2 going live in the coming weeks UST growth will likely accelerate setting it up to challenge DAI for the top spot among decentralized stablecoins. 1/"  
[X Link](https://x.com/RyanWatkins_/status/1438290263840075777)  2021-09-15T23:54Z 86.6K followers, [----] engagements


"Axie Infinity now valued at $30 billion. Would put it among the top [--] most valuable video game companies in the world by market capitalization"  
[X Link](https://x.com/RyanWatkins_/status/1444050982946672647)  2021-10-01T21:25Z 86.6K followers, [----] engagements


"In the past [--] months Ethereum settled $6.2 trillion in transactions. This figure is up 369% compared to [----] and was powered by a strong Q3 where Ethereum settled $1.5 trillion. Probably nothing"  
[X Link](https://x.com/RyanWatkins_/status/1445020156984537092)  2021-10-04T13:37Z 86.6K followers, [----] engagements


"Market suddenly realizing $ETH is a bet on: - Internet Money - The Metaverse - DeFi - NFTs - Web [--] All rolled into one powerful asset. $ETH is the center of the cryptoeconomy"  
[X Link](https://x.com/RyanWatkins_/status/1455687848087195648)  2021-11-03T00:06Z 86.6K followers, [----] engagements


"Bitcoiners celebrating BTC nuking less than alts despite having comically underperformed the past year. Ethereans blasting Solana for its performance issues despite having failed to address its own scaling challenges. Cope everywhere all while we continue to bleed"  
[X Link](https://x.com/RyanWatkins_/status/1485484339672592385)  2022-01-24T05:27Z 86.6K followers, [----] engagements


"BREAKING: Web [--] investors fleeing into work-2-earn sector after violent market wide crash"  
[X Link](https://x.com/RyanWatkins_/status/1485624144528084998)  2022-01-24T14:42Z 86.6K followers, [----] engagements


"This is one of the worst setups Ive seen for crypto in a while. - Rapidly rising rates - Fed tapering - High inflation - Recession Risk - War - Inflated Valuations - Broken charts If there was ever a time to pay for all the excess of the past year now wouldnt be a bad time"  
[X Link](https://x.com/RyanWatkins_/status/1492219597075931137)  2022-02-11T19:30Z 86.6K followers, [----] engagements


"LUNA now at $103.00. Those of you in the old school who believe this is a bubble simply have not understood the new mathematics of the Blockchain or you did not cared enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else"  
[X Link](https://x.com/RyanWatkins_/status/1501956392546091019)  2022-03-10T16:21Z 86.6K followers, [---] engagements


"Despite their incredible growth decentralized stablecoins are still the most under-appreciated piece of core infrastructure in the cryptoeconomy"  
[X Link](https://x.com/RyanWatkins_/status/1504297826691563521)  2022-03-17T03:25Z 86.6K followers, [---] engagements


"Excited to announce Pangea Fund Management @PangeaFundMgmt is a thesis driven hedge making high conviction concentrated investments in the secular winners of the cryptoeconomy. Our thesis. 1/ https://www.bloomberg.com/news/articles/2022-05-04/crypto-wunderkinds-secure-85-million-to-start-own-hedge-fundsrnd=cryptocurrencies-v2 https://www.bloomberg.com/news/articles/2022-05-04/crypto-wunderkinds-secure-85-million-to-start-own-hedge-fundsrnd=cryptocurrencies-v2"  
[X Link](https://x.com/RyanWatkins_/status/1521857555370237952)  2022-05-04T14:21Z 86.6K followers, [----] engagements


"Generational buying opportunity over the coming weeks and months. The biggest mistake you can do right now is tap out as this market deflates. Now is when the legends of next cycle are formed"  
[X Link](https://x.com/RyanWatkins_/status/1522581526629818368)  2022-05-06T14:18Z 86.6K followers, [----] engagements


"Huge week for the future of crypto mass adoption. - Coinbase providing on-chain access directly in-app - Coinbase Pay enabling direct fiat on-ramp into wallets like Metamask - Robinhood launching Web [--] wallet + SBF acquiring 7.6% stake Seeds of next cycle are being planted"  
[X Link](https://x.com/RyanWatkins_/status/1526636755876823041)  2022-05-17T18:52Z 86.6K followers, [----] engagements


"Its dark out there but in truth this crash is the greatest gift to those committed to cryptos long-term success. Mass adoption is on the horizon but we must eliminate all the bullshit stunting the growth and maturation of the cryptoeconomy. Now is the end of the beginning"  
[X Link](https://x.com/RyanWatkins_/status/1538180308591419394)  2022-06-18T15:22Z 86.6K followers, [---] engagements


"Excited to share Pangea Fund Management is rebranding to Syncracy Capital. @SyncracyCapital is in an incredible position after being extremely conservative in [----]. [----] will likely be a generational environment for convicted long-term buyers and we are ready to capitalize. 1/"  
[X Link](https://x.com/RyanWatkins_/status/1606079813919207425)  2022-12-23T00:10Z 86.6K followers, 52.8K engagements


"Whats the best essay youve read on the bull case for full reserve banking in the modern world Ideally one thats non-ideological and appreciates the critical role of credit in fueling economic growth. My intuition is that a world without credit would be dark and unequal"  
[X Link](https://x.com/RyanWatkins_/status/1638004007774855168)  2023-03-21T02:26Z 86.6K followers, 41.2K engagements


"So far @jerallaire has the most compelling theory here (h/t @jon_charb) USDC is the cornerstone of his thesis. https://youtu.be/7_TmckkzcM4 Whats the best essay youve read on the bull case for full reserve banking in the modern world Ideally one thats non-ideological and appreciates the critical role of credit in fueling economic growth. My intuition is that a world without credit would be dark and unequal. https://youtu.be/7_TmckkzcM4 Whats the best essay youve read on the bull case for full reserve banking in the modern world Ideally one thats non-ideological and appreciates the critical"  
[X Link](https://x.com/RyanWatkins_/status/1638210912782807044)  2023-03-21T16:08Z 86.6K followers, 39.2K engagements


"In Q2 [----] Syncracy built a large position in SOL. The opportunity Solana offers is rare a truly differentiated technical architecture that has the potential to become foundational alongside Bitcoin and Ethereum. Our thesis on Solana and the future of the cryptoeconomy. 1/"  
[X Link](https://x.com/RyanWatkins_/status/1732565692489101667)  2023-12-07T01:00Z 86.6K followers, 633.2K engagements


"Change happens fast. Solana now rivals or surpasses Ethereum across: - DEX Volumes - NFT Volumes - Active Addresses - Transaction Count - Stablecoin Transfers But Solana isnt decentralized 😤 Reality: Solana has 40% the amount of nodes as Ethereum theyre only 5x more expensive to run and provide orders of magnitude more throughput Seems like its worth the trade-off Of course theres more to decentralization than node count and geographic distribution and Solana needs to continue decentralizing its developer ecosystem among other things. But its important to remember decentralization isnt just"  
[X Link](https://x.com/RyanWatkins_/status/1736971847894290706)  2023-12-19T04:48Z 86.6K followers, 253K engagements


"If ETH doesnt put on a hat soon think were done here"  
[X Link](https://x.com/RyanWatkins_/status/1737141959024599206)  2023-12-19T16:04Z 86.6K followers, 78.4K engagements


"Solana has crossed the chasm. The three pillars of the cryptoeconomy are now BTC ETH and SOL. On Solana we see Anatolys vision of a single atomic state machine as a powerful use case of decentralized blockchains lowering information asymmetry. And we are impressed by all the activity seen on Solana in Q4 [----] -DePIN -DeFi -Meme coins -NFT innovation -Firedancer On Solana we see Anatolys vision of a single atomic state machine as a powerful use case of decentralized blockchains lowering information asymmetry. And we are impressed by all the activity seen on Solana in Q4 [----] -DePIN -DeFi -Meme"  
[X Link](https://x.com/RyanWatkins_/status/1747720077628018714)  2024-01-17T20:38Z 86.6K followers, 97.3K engagements


"Everyone who thinks Solana is just a memecoin casino is going to be blindsided by the upcoming wave of project launches especially in DePIN and AI. Solana is not only solidifying itself as a consumer hub but also as the home of DePIN and AI innovation. Ignore at your peril"  
[X Link](https://x.com/RyanWatkins_/status/1767185483010888134)  2024-03-11T13:47Z 86.6K followers, 76.3K engagements


"Imagine when Wall Street realizes Coinbase is printing $500M+ in annual revenue from an Ethereum rollup. Base may be the ultimate catalyst that gets enterprises building onchain. base has been printing in revenue now that calldata is cheap to the tune of 2m/day last few days https://t.co/unsIQPxeVk base has been printing in revenue now that calldata is cheap to the tune of 2m/day last few days https://t.co/unsIQPxeVk"  
[X Link](https://x.com/RyanWatkins_/status/1773340517587165315)  2024-03-28T13:25Z 86.6K followers, 151.6K engagements


"Telling my kids this man single handedly saved crypto in America. WHITE HOUSE WILL NOT ISSUE VETO THREAT AGANST FIT21 CRYPTO BILL: PUNCHBOWL Source: DB WHITE HOUSE WILL NOT ISSUE VETO THREAT AGANST FIT21 CRYPTO BILL: PUNCHBOWL Source: DB"  
[X Link](https://x.com/RyanWatkins_/status/1793288411530265081)  2024-05-22T14:30Z 86.6K followers, 51K engagements


"Pumpdotfun is the fastest growing application by revenue in the history of the cryptoeconomy $100M in revenue in just [---] days. Love it or hate it Pump is a massive signal to builders to build on Solana and a trojan horse for consumer adoption of blockchains"  
[X Link](https://x.com/RyanWatkins_/status/1830630230568124675)  2024-09-02T15:33Z 86.6K followers, 368.1K engagements


"Ethereum onchain activity reaching new highs while fees are down 90% is bullish not bearish. The faster fees per txn trend towards zero the better. The North Star is to onboard billions of people globally to cryptoeconomy with ETH as the programmable money at the center of it. BREAKING: ETHEREUM DAILY REVENUE DROPS TO [----] LOW - IS DOWN OVER 90% YTD https://t.co/uMJNUAxdnX BREAKING: ETHEREUM DAILY REVENUE DROPS TO [----] LOW - IS DOWN OVER 90% YTD https://t.co/uMJNUAxdnX"  
[X Link](https://x.com/RyanWatkins_/status/1830746513053561053)  2024-09-02T23:15Z 86.6K followers, 157.8K engagements


"The most striking takeaway from Solana Breakpoint was that 90% of all presentations were products as opposed to the endless infrastructure echo chamber thats typical on the conference circuit. At this point the Solana bull case isnt about the tech its all about the apps"  
[X Link](https://x.com/RyanWatkins_/status/1837863325218062646)  2024-09-22T14:35Z 86.6K followers, 148.7K engagements


"Look I dont really care whether memecoins are neo-religions or if AI agents are really launching onchain cults all I know is all roads lead back to $SOL. Solana is the hotbed for all speculative experiments this cycle"  
[X Link](https://x.com/RyanWatkins_/status/1847679535468466278)  2024-10-19T16:41Z 86.6K followers, 94.2K engagements


"This is the single greatest setup for liquid token markets weve had since [----]. Global liquidity is expanding regulation is radically easing a potential U.S. strategic Bitcoin reserve could spark a sovereign BTC accumulation race. Crypto is unambiguously becoming THE election trade and will likely be the fastest horse for the foreseeable future. Meanwhile a few powerful alt narratives are accelerating concurrently: - AI Autumn - SOL Supercycle - Memecoin Mania - DeFi Renaissance While I do believe the risks of Trumps admin (inflation geopolitical tariffs instability etc) may begin to factor"  
[X Link](https://x.com/RyanWatkins_/status/1854156853778796848)  2024-11-06T13:40Z 86.6K followers, 207.2K engagements


"Solana applications just flipped Ethereum applications in total revenue generated. Total application revenue is one the strongest indicators of value creation in an ecosystem and Solana is now in the lead"  
[X Link](https://x.com/RyanWatkins_/status/1856125987227861337)  2024-11-12T00:04Z 86.6K followers, 333.9K engagements


"$100K BTC is the ultimate marketing event for Bitcoin. Bitcoin will be front page on every financial news outlet in the world tomorrow creating the biggest signal in years that its time to pay attention to crypto again. The party is now beginning"  
[X Link](https://x.com/RyanWatkins_/status/1864504337004662906)  2024-12-05T02:57Z 86.6K followers, 52.6K engagements


"I still dont think people grasp how big AI agents can get. Within a decade 99% of blockchain transactions could be run by agentic swarms that rival corporations. AI agent platforms arent meme launchpads theyre take-rate businesses on the economic engines of the future"  
[X Link](https://x.com/RyanWatkins_/status/1864880642741113120)  2024-12-06T03:52Z 86.6K followers, 119.3K engagements


"See no reason why $HYPE shouldnt flip $SUI at a minimum from here. Hyperliquid is the only emerging L1 with a killer app and grassroots experimentation yet trades at 1/3 - 1/5 the valuation of its closest peers. Aspirational comp is $BNB"  
[X Link](https://x.com/RyanWatkins_/status/1866875152434168037)  2024-12-11T15:58Z 86.6K followers, 199.3K engagements


"Hyperliquid generates the 4th most fees of all L1s. It also trades at one of the lowest multiples in the sector despite industry-leading growth. This is all before HyperEVM goes live in the coming months which will likely send fees way higher"  
[X Link](https://x.com/RyanWatkins_/status/1867623313381765363)  2024-12-13T17:31Z 86.6K followers, 159.9K engagements


"In the past [--] days Solana generated $431M in fees more than all other L1s combined. Solana now captures 53% of the global L1 fee pool with the most recent driver of activity being the Cambrian explosion of AI agents. Starting to look like the Fat SOL thesis"  
[X Link](https://x.com/RyanWatkins_/status/1868324396118802889)  2024-12-15T15:57Z 86.6K followers, 226.9K engagements


"Hyperliquid has strong potential to become the top blockchain by fees generated in [----] in large part because it vertically integrates almost all the most profitable business in cryptos history: exchange (spot + derivatives) + blockspace (HyperEVM). All it needs is stablecoin to complete the holy trinity"  
[X Link](https://x.com/RyanWatkins_/status/1872659542275670448)  2024-12-27T15:03Z 86.6K followers, 129.6K engagements


"AI agents are a multi-trillion dollar opportunity. Jensen Huang Nvidia CEO"  
[X Link](https://x.com/RyanWatkins_/status/1876479076627849615)  2025-01-07T04:00Z 86.6K followers, 898.2K engagements


"Two weeks ago the President of the United States launched a memecoin on Solana. It hit $70B in two days. Yet today I still dont think the market has fully processed the second- and third-order effects. So heres my best attempt to make sense of it all.   . If the President can launch a memecoin why cant every politician Every celebrity Every community Why cant you Trumps new crypto czar David Sacks recently called memecoins collectibles akin to NFTs. Its not an official designation but it signals something bigger: regulatory clarity is coming. And with it the floodgates will open. In fact this"  
[X Link](https://x.com/RyanWatkins_/status/1884797407474385097)  2025-01-30T02:54Z 86.6K followers, 364.4K engagements


"Hyperliquid Thesis Syncracy believes $HYPE possesses a unique revenue engine combining an exchange and smart contract platform that positions it to become the highest earning blockchain in the world. Our thesis on Hyperliquids "financial aggregator opportunity. 1/ https://twitter.com/i/web/status/1897302198201036902 https://twitter.com/i/web/status/1897302198201036902"  
[X Link](https://x.com/RyanWatkins_/status/1897302198201036902)  2025-03-05T15:04Z 86.6K followers, 423.4K engagements


"I still dont think people understand how special Hyperliquid is $1B of annual income at 97% margins legitimately doesnt exist in the S&P [---] or Nasdaq. $HYPE is one of the most efficient cash flow machines in the world"  
[X Link](https://x.com/RyanWatkins_/status/1923222777173102742)  2025-05-16T03:43Z 86.6K followers, 85.6K engagements


"Hyperliquid vs. Solana will be the cryptoeconomys defining battle in the coming quarters as U.S. equities move onchain. The winner will become the industrys next $100B-$500B project and may very well transform capital markets forever. Also chance pie is big enough for both"  
[X Link](https://x.com/RyanWatkins_/status/1925771448439751144)  2025-05-23T04:31Z 86.6K followers, 227.4K engagements


"Hyperliquid: $85M per employee Tether: $65M per employee The most revenue efficient organizations in the world actually exist in crypto. Wow https://t.co/pFAPVEXvcp Wow https://t.co/pFAPVEXvcp"  
[X Link](https://x.com/RyanWatkins_/status/1926686389598298224)  2025-05-25T17:06Z 86.6K followers, 172.4K engagements


"A Letter to Hyperliquid and Solana Bulls Solana bulls: Respect the rise of Hyperliquid. It is the most credible competitive threat to the internet capital markets thesis today. Study strategic power and economic potential of enshrining an orderbook exchange as a blockchain public good. Dismiss it at your peril. Dont become the ETH maxis you once ridiculed. Hyperliquid Bulls: Respect what Solanas built. Solana is the most performant and battle tested globally distributed system in production today. The Solana ecosystem is home to a diverse array of applications beyond DeFi ranging from DePIN"  
[X Link](https://x.com/RyanWatkins_/status/1927026652732702953)  2025-05-26T15:38Z 86.6K followers, 134.8K engagements


"When I first underwrote Hyperliquid I assigned little value to builder codes. I now believe its one of the most important features that enables Hyperliquid to outcompete CEXs. The thesis is simple: builder codes enable Hyperliquid to scale distribution faster than any competing exchange. Hyperliquid gives every front-end an offer thats hard to refuse by embedding an unruggable fee sharing mechanism. While other exchanges hustle to onboard taker flow themselves Hyperliquid has an ecosystem of front-ends all working for it. This means you get magic moments like onboarding 10M+ Phantom users in"  
[X Link](https://x.com/RyanWatkins_/status/1942943492486910340)  2025-07-09T13:46Z 86.6K followers, 80K engagements


"Really incredible how many people recognize its late cycle and plan to sell the top this time. Surely everyone will be right"  
[X Link](https://x.com/RyanWatkins_/status/1955973901734842476)  2025-08-14T12:44Z 86.6K followers, 475.9K engagements


"Too many people are overindexing on the [----] cycle and arent thinking about the current setup from first principles. I get it you have PTSD and [----] was a horrible year but whats past is past. Only now after [--] years of BTC dominance expansion are institutions exploring the cryptoeconomy beyond. Regulatory tailwinds have Wall Street foaming out the mouth about stablecoins and tokenization. Recently theyve began exploring Ethereum with the childlike wonder of someone going down the crypto rabbit hole for the first time. You can see hear it in their rudimentary talking points as if they just"  
[X Link](https://x.com/RyanWatkins_/status/1957122776629743628)  2025-08-17T16:50Z 86.6K followers, 140.1K engagements


"Just now BTC spot on Hyperliquid did more 24H volume than Coinbase and Bybit combined. The market is not pricing in Hyperliquid spot markets ramping alongside perps. The Everything Exchange The past few days have been crazy especially for Unit/Hyperliquid. Everything worked flawlessly. 9-figure+ BTC deposits and ETH withdrawals were processed within minutes without any hiccups on a decentralized system. Just now BTC spot on Hyperliquid did more 24H volume than The past few days have been crazy especially for Unit/Hyperliquid. Everything worked flawlessly. 9-figure+ BTC deposits and ETH"  
[X Link](https://x.com/RyanWatkins_/status/1959624181600997640)  2025-08-24T14:29Z 86.6K followers, 296K engagements


"Last cycle the biggest source of edge was being short-term while everyone else bet on supercycle. Today it increasingly pays to do the opposite as cryptos best opportunities now require longer payoff horizons that few are willing to see through due to myopia and PTSD. Dont think we as an industry fully appreciate yet how much memecoins and perp trading has giga-fried peoples brains and impaired market psychology"  
[X Link](https://x.com/RyanWatkins_/status/1970306565228941507)  2025-09-23T01:57Z 86.6K followers, 104.9K engagements


"Hyperliquids XYZ100 (Nasdaq) has done $47M in volume since equity markets closed for the weekend. Expect HIP-3 markets will continue ramping faster than expected especially now that Hyperliquid is surfacing it on the main interface. Its only been two weeks since launch"  
[X Link](https://x.com/RyanWatkins_/status/1982176096301756555)  2025-10-25T20:03Z 86.6K followers, 132.5K engagements

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