- Author sees SOL as the best general-purpose blockchain, with continued speed, cost and protocol improvements potentially opening new use cases and narratives.
- Disinflation and fee changes address the main objection to holding SOL; monetary adoption by users also supports token value, though the author would avoid holding it through a bear market.
- The trade is spot DCA rather than a $1,000 target: author expects roughly 1.5–3x BTC’s move, with $180–240 as a favorable low-end scenario and $400–600 only if a strong new narrative emerges.
Investment pitches
filter:
68 65 - KNOTS fell from a $52m peak to $2.5m as STONK and crypto sold off; its beta and yield narrative amplified weakness when declining volatility reduced the yield.
- Author sees no KNOTS-specific failure: STONK, Solana, BTC, and onchain markets weakened together, while STONK revenue declined only commensurately with onchain activity.
- At $3.8m, author is holding and awaiting a sustained STONK uptrend, with $5.5m as a bullish-structure threshold; the thesis fails if onchain activity pauses or STONK revenue collapses while broader volume recovers.