Yash Agarwal
@yashhsm
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nCMO @solana –– janitor @sendaifun & @thesendcoin eco — founder: solana ai hackathon — helping solana founders –– i call out bs + bullpost what i like. nfa
Indo-Bhutan border
Joined May 2016
Stripe acquired Bridge for $1.1 billion. I'll explain why, for a company, you probably never heard of 🧵.
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CredAvenue becomes the fastest FinTech startup in India to join the Unicorn club in just 18 months🤯🦄. What’s CredAvenue, a billion-dollar Indian startup, probably you’ve never heard of!🤔. Let’s understand👇. An explainer Thread🧵🍿.
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Announcing –– the first-ever Solana AI Hackathon. – global. online. $100k+ in prizes. – focus on ai agents. 4 tracks. 15 days. – ideaboard. find-a-team. resources. sessions. vc/angel funding. reach out for partner/sponsor –– more details/registration soon. lfg.
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VCs hate memecoins but I will explain why there’s no difference between memecoins and governance tokens. Governance tokens are just memecoins dressed in a suit. Mega thread 🧵
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Now that SOL has an ETF narrative too, what's the differentiation for Ethereum now?. Solana can do everything Ethereum does but with 10x better UX.
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Ethereum VCs have EBOLA. [Ethereum Bags Over Logic Affliction]. I'll explain how this highly contagious disease started and how you can vaccinate against it. Mega Thread 🧵
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The web2 mind won't be able to comprehend how this shit UI generates $1.3 million in fees in just ONE day.
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Zerodha crossing ~$240 Million in profits, $570 Million in Revenue along with 2X user growth is simply crazy. Certainly, a $15 Billion+ company!
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Don’t Buy, Earn Your First Crypto. Here's the only no bs guide you'll need to start earning in crypto — starting with the first $1k, $10k, $100k, and beyond 🧵
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ai16z is now officially the first-ever solana token extension (token 2022) to cross $1 billion in marketcap!.
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Solana Consumer Day registrations are now live!. invite-only. 100 seats only. 3 pm to 7:30 pm. 12th nov. bangkok. more 🧵
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Why tf hasn't anyone solved on-chain poker?. Why Poker? .— Immediate audience of crypto x poker with a sizeable ticket size as well; most whales have been poker players and most communities regularly host poker nights. — Speculation finds immediate PMF in crypto; GTM shouldn’t be.
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Solana AI Hackathon Results Update:. After 15 intense days of judges grinding through submissions, we’ve now inputs from 40+ judges independently. We’re now curating the results — weighted average of the judges’ top picks. Results anytime now at — @sendaifun 🔔.
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1 week. 328+ stars. 148+ forks. 990+ npm downloads. I’ll tell you why Solana Agent Kit by @sendaifun is growing like fire –– the unique flywheel –– and what’s next 🧵
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Prediction or Reality Check: . 98% of current AI agent projects launched on token launchpads will die in next 6 months — most will be wiped out in an upcoming crash. Few fundamental infra/platforms/utility agents and sentient memes with strong memetics will survive and this.
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CRED raised $251 Million at a Valuation of a whopping $4 Billion and becomes India's second-biggest FinTech after Paytm. What makes it valued so much - is it a giant in making or a bubble?🤔. Let's decode👇 . A Thread🧵.
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Announcing –– Solana Consumer Day!. – devcon. 12th november. – invite only. 100 builders/operators. – unhinged consumer insights. no infra bs. reach out for partnering (sponsor/speaker) –– more details soon. by @SuperteamVN and @thesendcoin. lfg.
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If you’re bullish on DeFAI (DeFi x AI) — you should be ultra-bullish on the Solana Agent Kit. Only Agent OSS with 10+ DeFi protocols already integrated — and v soon, all major Solana DeFi protocols will be integrated. Bridge between DeFi and AI — @sendaifun 👀.
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RWAs are hot on the EVM planet & touted as the next big theme in DeFi.💫. However, the RWA narrative is often overlooked in the Solana community. So, I wrote an exhaustive article (18 min read) to dive deeper into the Solana RWA space and what’s ahead. An overview 🧵+ essay👇
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Our vision is simple –– make Solana THE Agent Chain. Presenting you the 'Solana Agent Kit' –– enabling any agent to access 15+ Solana Protocols. Huge s/o to @_0xaryan for his blood, sweat, and tears on this –– and turning my random idea into a reality.
Introducing the Solana Agent Kit –– an open-source toolkit for connecting AI agents to @solana. Now, any agent, using any model –– can autonomously perform 15+ Solana Actions — like trade, launch tokens, lend, zk airdrop, execute blinks, and launch on AMM. More 🧵
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SendAI.Solana Agent Kit.Solana AI Hackathon.Solana Consumer Day. 2 Months. 4 Brands. 0 to 1. All Public Goods. No Central Support. Fueled by Blood, Sweat, and Tears. All to grow Solana ❤️.
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Patanjali launching Credit Card is the peak FinTech Moment. Some features:.🚀 Co-branded Card supported by PNB & Rupay (just like Amazon ICICI).🚀 2% cashback on Patanjali stores.🚀 Manage from PNB genie App.🚀 Multiple memberships like Airport Lounge & insurances. Why👇. 1/2
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governance tokens are memecoins with a suit. wrote my ramblings on the recent debate; particularly from a token distribution pov (hint: fair launch). don't ask for a summary pls; kept it short and crisp — go read now or bookmark it for weekends👇.
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the cat is finally out of the bag –– the last 10 days of my blood, sweat, and tears. ladies and gentlemen –– presenting the first-ever Solana AI Hackathon, supported by the biggest solana ecosystem teams and $185k+ in USDC prizes. now back to work. lfg.
The first-ever Solana AI Hackathon is now live!. –– $185k+ in cash prizes.–– Global and Online.–– 6 Tracks on AI Agents.–– 10th to 23rd December. Here are all the details and tracks — powered by @sendaifun 🧵
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Open Financial Technologies raises $50 Million at a $1 Billion Valuation, and becomes the 100th Unicorn of India🦄🇮🇳. What’s Open? A Billion-dollar Neobank, you’ve probably never heard of!🤔. Let’s decode👇.
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solana ai hackathon energy is unmatched — feels like a fest:. — 1350+ builders in our tg chat.— 15+ irl events.— talking to 10+ regional/global distribution channels daily.— 10+ workshop/brainstorm sessions daily (i’m now not even informed haha). we’re THE SOLANA AI movement 💪.
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6 months ago, @_kanishq and I shipped a simple bridging frontend over a weekend called 'The Solana Bridge' and forgot about it. Today, we were surprised to learn that it has processed over $400K in volumes with 0 marketing push! . How?? Here's a small but crazy story 🧵
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Solana did $100 billion+ spot volumes this month: . now –– NASDAQ of memes .soon –– NASDAQ of the entire internet
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3/ Why stablecoins for Stripe?. Stripe is currently just a payment gateway & has to rely on networks like Visa/Mastercard:.–– charges additional ~1-3%.–– reliance on banks/local partners.–– low authorization rates. stablecoins cut out all the middlemen to own the stack.
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i think crypto x ai agents is the first and only meta i’ve seen, where no single projects i’ve talked to — wanna raise from VCs. forget raising funds, they don’t even want an intro :).
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Show us a more comprehensive payments ecosystem; we'll wait…😏. 🚨 Launching the first of its kind, “Solana Payments Ecosystem Map” ft. LIVE projects by category⚡⇩
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🚨Launching the latest “Solana DeFi Ecosystem Map” - ft. LIVE DeFi projects on Solana by category📈. 👀 Stay tuned for a detailed essay on the State of Solana DeFi - meanwhile, shill what you are building👇.cc: @inSitesh @gizmothegizzer
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To all Solana AI Hackathon Projects:. We’ve been intentionally avoiding any partnerships till the results — to avoid any kind of bias (we aren’t even judging but still). Once results are done, SendAI is all yours — reach out. We’ll together grow the hell out of Solana AI.
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JUP has 40% for airdrops; while EIGEN has only 15% airdrops. Why? . Because 29.5% of Eigen is just for VCs and then they call Solana the "VC chain" lol. And yes, both are the top projects of this cycle in the Solana and Ethereum ecosystem respectively.
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Since everyone's talking about Low Float/High FDV again –– Let's take the case of Ethereum darling, EigenLayer:. EigenLayer, arguably the biggest Ethereum protocol of this cycle, is a classic example. The insiders (VCs and team) hold a sizeable chunk of 55%, with the initial
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427 Projects just on AI Agents theme –– many will go on to become $100M+ projects. We're THE Solana AI Movement. Cheers to the biggest:.- vertical-themed Solana hackathon.- Crypto x AI hackathon.- Ecosystem-led Crypto hackathon.Powered by blood, sweat, and tears ;).
15 days. 427 projects. Solana AI Hackathon is the beginning of the next wave of million-dollar agentic apps. Send it. Keep an eye out for demo days, results, and post-hackathon surprises in 2025 ;) . Until then — happy holidays. It’s agentic apps szn on Solana.🎄❄️
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Imagine $140 million actually went into building consumer apps — you can literally fund 140 consumer seed rounds ($1 million). Remember you don’t need lot of capital to kickstart consumer apps until PMF. Hope story doesn’t just give out incentives, attract mercenaries, and then.
1/ Announcing $140M in total fundraising to build Story, the World’s IP Blockchain.
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Heard of USDC?. The company behind USDC just raised $400 Million from one of the world's biggest traditional investors, BlackRock!💰. Why would such a traditional investor like BlackRock invest in USDC? What makes Circle so valued at ~$10-15 Billion?🤔. Let's understand👇🧵.
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I think it's well above $500M now –– hearing $50M launches almost everyday; and idk how many more launches are planned. $1B in total marketcap of hackathon tokens is not v far. (ps: i've 0 idea on when and how they launch lol).
weirdly interesting, the total market cap of hackathon tokens is already $250M and counting. this hackathon is certainly one for the history books.
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Observation: Majority of early-stage startups are now looking VC funding as a signal (conviction for their idea) instead of actual capital need.
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We started SendAI with a simple vision:. To grow Solana AI 10x and make Solana AI = SendAI. In less than 1 month, we’ve 2 biggest products in the Solana AI ecosystem:. –– Solana AI Hackathon.–– Solana Agent Kit. Feel free to guess our next moves 😉.
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Whhatttt –– Some whale just bridged 142 ETH to 3K SOL (~$530K) from our bridging frontend [The Solana Bridge] 🐳🤯
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9 months ago, we made this map [⇣] when no one was talking Solana DeFi. Today, everyone is!. Time to make a new map/graphic + guide (v2); catering huge influx of users; looking to discover the top Solana projects/dApps + farm airdrops. Anyone missing/new projects? Pls, reply!🙏
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Solana AI Hackathon is the genesis of SendAI and reason why it even exists. However, SendAI now more much than just a hackathon curator and host. All thanks to hackathon, @sendaifun is now an ecosystem of all top crypto x AI projects, industry leaders, and developers along.
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look who we've added –– an ai agent judging the ai agent hackathon; @0xzerebro 👀. thanks @jyu_eth for making this happen :)
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14/ As a stablecoin nerd, I feel it's bullish deal for crypto:. –– Largest crypto acquisition (expect more M&A).–– Largest stripe acquisition (shows vision for crypto). Can this go down as an Instagram-like all-time great acquisition & truly increase internet's GDP? 🫡.
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2/ Rising stablecoin volumes throughout bear market + performant chains like Solana/Base, made them incredibly bullish on stablecoins having PMF. These will be the most iconic lines in financial history:."Stablecoins are room-temperature superconductors for financial services"
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No one in crypto will ever shill your project without any vested interests (e.g., $$ or token allocation). Be your own project’s KOL. Founder-led marketing >> KOL-led marketing.
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ai16z is a unique bottoms-up crypto x ai $1.5b+ movement and an emerging ecosystem of its own –– v well deserved. SendAI is so proud to be a small part of this movement and be a bridge between the ai16z and the solana ecosystem –– we've got exciting stuff cooking 😉.
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I’m spending my whole next week talking to all Tier-1/2 VCs and Liquid Funds interested in Solana AI:. — AI thesis.— potential project intros.— Solana AI Hackathon learnings.— next [redacted] at SendAI.— ticket size/time horizon. Already scheduled 10+ calls — DM, if interested.
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TRUMP is now the biggest token on Solana by FDV [~$10B] –– all in just 3 hours 🫠.
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Tokenized Securities [On-chain T-bills/ETFs] are going strong with over $220 Million Market Cap - almost all in the last 4-5 months!🔥. What's going on in the space - why it's booming, how it works, and what's ahead? 🧵⇩
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Hiring is overly broken in crypto at this point. → Projects struggling to discover talent. → Talent, particularly freshers, struggling to get jobs. Want to solve this at micro level. Potential solutions here?.
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quick solana ai hackathon updates:. — we’ve now sent the projects to judges for their judging along with a comprehensive scoring and top picks sheet (can check judges list at website).— all their inputs are being taken independently and then averaged out to avoid any bias or.
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I know Frank hasn’t had the best history of leaving Solana at the worst times. But stepping up as an individual to contribute $50k to the prize pool for Solana Builders is so surreal to see. Together, we'll grow the Solana AI 10x –– this is just the beginning 🙂.
Excited to announce –– @frankdegods has contributed $50,000 to the Main Track Prize Pool of the Solana AI Hackathon!. The revised grand prizes are now:.🥇 $60,000.🥈 $30,000.🥉 $20,000. Your objective –– Build the best AI Agents on Solana. Join now at ––
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Told you so; EigenLayer has done more damage to Ethereum than any protocol with almost zero impact, apart from making few VCs rich.
SCOOP: @eigen_labs, the company behind @eigenlayer, circulated a list of its employees' wallet addresses to ecosystem projects that were preparing to airdrop tokens. Some teams asked for the list. At least one didn't. @skesslr & @realdannynelson report .
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Went through a tiring Visa process and 36 hour journey/4 airports to reach Amsterdam — would love to meet as many folks as possible and chat anything around Payments, RWAs, Stablecoins and DeFi!. Bonus: Giving a 10 min niche talk on “Researching the Solana Ecosystem” on 1st Nov🙂
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🚨 Update: Going full-time in Web3🚀. From deploying 1st ETH smart contract in 2018 to observing from the sidelines for 3 years. Getting into @SuperteamDAO in 2021, not just revived my Web3 journey, but pushed me to build my own Web3 project!. Thread on my Web3 journey🧵👇.
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Solana deFi is happening
solana DeFi is happening.
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Just a fact, 1 lakh invested in Nifty 50, exactly a year ago, would have turned into ~2 Lakh!.
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People often ask me, “Which city do you belong to and work from?”. While I don't have a concrete answer as I don’t belong to any city, but a more exotic location. Here’s a small thread on what earning in $$ and working from an Indo-Bhutan🇮🇳🇧🇹 border town looks like! 👇🧵
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ngl, it feels so fkn wholesome to hear from everyone I meet, that –– Solana Consumer Day was the coolest event they've attended in devcon!. put my blood & sweat to make it:.–– first consumer-only event on solana.–– first ecosystem-led event (no solana fndn or central entity).
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builders –– you get:. — $250k+ in usdc prizes ($60k for 1st prize; literally more than the official solana hackathon). — the hottest narrative of this cycle: ez token launch or vc raise after the hackathon. — tier-1 judges ranging from founders to kols to vcs (i bet this is one
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Solana only has one real cabal:. Builders cabal –– Founders, Developers, and Operators. Rest, all are noise and temporary.
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Thank you everyone for all love and moral support — fills my heart and gives a strong validation I’m doing something right. I’ll always tend to choose to stay ethical and intellectually honest over chasing quick money — fortunate to have a team who share the same vision 🫡.
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If you're building for Solana Radar Hackathon, particularly:. - Memecoins.- DeFi.- DePIN.- Consumer/Social .- Payments. Happy to pick 5/10 top projects and review/refine your deck (particularly GTM or Tokenomics strategy) –– reach out. bonus: if you're @superteam member.
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Last week, wrote a super long article (30 mins :P), but if you want to get a gist of Solana DeFi in one go or just understand DeFi? Look no further! . The best part - simply scroll to your favorite DeFi sector and read that section right now!.
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In the next few months, we will see clones of Solana projects on other chains. For eg. already seeing. — Pump/fun, but for Base.— Sanctum, but for Sui.— Phoenix, but for Monad.— Jito, but for Aptos.— Jupiter, but for Sui.— ORE, but for Sui.— Tensor, but for Aptos.
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weirdly interesting, the total market cap of hackathon tokens is already $250M and counting. this hackathon is certainly one for the history books.
The wait is over! 🥁. Discover all 400+ agentic projects built during the Solana AI Hackathon across 8 tracks in just 15 days. Filter by tracks and access all public links at –– –– Reply with your top 3 picks 👀. It’s agentic apps szn on Solana ❄️
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Guess who is behind those slides😉.
As @aeyakovenko says, @solana applications all share the same Network State which have the components in place to build a parallel financial ecosystem
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2M+ views on OG post 🥳. There were some v strategic moves at play for sustained attention; everything will be v obvious in hindsight –– as usual, I'll make my playbook public later :)
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the solana agents play i'm bullish on:. –– goat [doge of agent meta].–– ai16z [eliza + the crypto x ai movement].–– zerebro [creativity + zerepy].–– bully [dolos + dolion]. there's a reason we partnered with all of them for solana ai hackathon :). and ofc, @sendaifun :p.
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Genuine respect for our Solana AI Hackathon judges who are grinding through 100+ demos/decks — spoiling their weekends to ensure best projects take the podium prizes 🫡. Whatever the results are — may the best teams win!. PS: We’ve sent separate sheets to 50+ S-Tier judges!.
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2 weeks ago, I curated an event, I always wanted to attend –– Solana Consumer Day. Here's the crazy story of how it all started with a random bedtime tweet and what's next 🧵.
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Woah! Drift raised $23.5 million in a Series A round (and announced it at Breakpoint), and this went completely under the radar?? . Was this intentional @cindyleowtt?
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Hear me out — it's high time we need more consumer PMs/product teams in crypto. Why? . Good Product Managers are typically consumer-minded— they love talking to users, researching consumer trends, and transforming insights into delightful products. Guess what?. Crypto.
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Fun fact: Solana Consumer Day is the first-ever Solana event at a major scale — completely funded by 16 ecosystem teams (small $$ from each) — with 0 money or direct involvement from the Solana foundation. Solana Ecosystem remains undefeated 💪
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Alpha: List of quality Tokenless Solana DeFi protocols (without defined points) 🌾. → @PhoenixTrade (Spot Order book).→ @sanctumso (LST Liquidity Layer).→ @openbookdex (Spot Order book).→ @SDX_markets (Options).→ @DeVolNetwork (Options).→ @AdrasteaFinance (Yield Vaults).→
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Tip to very early-stage projects –– Form a curated telegram group of early supporters from Day 1. It should include:.- Angel/VCs/Investors.- Power Users (can pick from twitter as well).- Devs who can build on top/integrate + do OSS contributions.- Content creators/KOLs (focus.
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Maybe, a16z sold their SOL bags quite early?
1/ I sat down to read the @a16zcrypto State of Crypto report this weekend. I learned a lot! I’m mostly focused outside of the EVM world, so I always appreciate opportunities to learn about innovation happening elsewhere in the world of self custody. That said: I noticed quite.
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Why the hell is the market valuing Parcl at $2.2 billion FDV? (as per Aevo pre-markets). Fundamentals seem way off:.→ TVL: $103 million (vanity metric).→ Daily volumes: $2-3 million (Lifetime volume is only ~$290 million; for context, Jupiter Perps is doing $400 in daily.
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In 1907, US Banking was collapsing with banks & trusts themselves going bankrupt, but there was one very rich man, 'JP Morgan' who came to save the economy. Fast forward to 2022, FTX's SBF is saving crypto. What was the 1907 panic & how's SBF "modern JP Morgan"?🤔. A Thread🧵👇
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