The biggest thing I realized is how important having a thesis in an ecosystem is. Chains need a thesis.

• A clear thesis unlocks clear product use cases.

• Use cases unlock direction.

• Direction drives momentum.
  

@akshaybd’s talk on Internet Capital Markets really shifted my thinking around what’s possible to build on Solana.

His idea of “universal basic ownership”—where anyone with internet access can own a stake in the economy—is powerful. That’s the promise. But we need to make it real and relatable.

If you want to grow an ecosystem, you need a thesis that’s outcome-oriented. Broad enough to experiment in, but specific enough to shape user behavior and dev thinking. Solana’s doing this well. That’s why the builds are getting sharper. Solana’s story is tight. That story needs to spread out more.

I’d love to see clearer theses elsewhere on other chains—this is how you get more meaningful products, not just noise. It gives teams a north star. It gives users a reason to care.

Concepts like “tokenize a house and offer shares of it on-chain” still sound abstract or sci-fi to most people. But that’s exactly what this is about. Taking things that were once illiquid—real estate, IP, research, even culture—and giving people a way to participate.

Solana ships.
The announcements at Accelerate were no fluff—just depth and momentum.

• Strong support system.

• Clear, shared thesis.

• Strong leaders, taking ecosystem to the next level (ex: Nikita Bier).

• The community? Genuinely the most constructive and energizing I’ve been around. Everyone’s building, everyone’s open.

DeSci was a standout. As well as DePin.

It’s amazing to see some of the brightest research minds in crypto building in DeSci.

• Turning IP into liquid, on-chain assets.

• Solving real issues—like research funding and accessibility. Community is everything, this is bringing a new movement to scientific research, fund research that is meaningful 

  • https://www.cerebrumdao.com/

• I have friends in academia who’ve struggled for years with this. This makes it public, participatory, and scalable.

• Stadium Science is doing sleep research through enabling a fun “Sleep to earn” model. Might sound gimmicky but it’s brilliant UX for biohackers. It gamifies contribution to science. This is how you get new people in.

More people should be shouting about the numbers.

Solana-based companies are building real businesses:

• Axiom: $100M+ revenue in 129 days (DeFi).

• Pump.fun: $100M+ from token creation + tx fees.

• Orca: $100M+ in DEX revenue.

These aren’t just experiments, they’re working products.

People have called this Internet 3.0 for a reason.

This is the real way people can change their trajectory.
And this is where I want to participate more.

This is where content, education, and storytelling come in.
This is what I care about—bridging that conceptual gap.

We need more transition points, more “first steps” for the average person to get involved. Especially for users already on platforms like Robinhood—how do we help them take the next step into this world?

I’m coming in from the “dumb user” POV—and that’s a strength.
It forces better UX. It shines a light on where the friction points really are.

We need to help bridge the mental model: how does this actually benefit me?

To show people that It gives you more ways to build financial opportunity. More ways to own. More ways to grow.

This is the real way people can change their trajectory.

Solana’s infrastructure and financial backbone? Already strong.
The consumer layer is still catching up—but it’s getting there.

Just like we have a thesis for internet capital markets, we need a consumer thesis too. A framework others can build toward. I want to help write that story—because it matters. 

Would be interesting to see focus on onboarding micro-cultures, small, tightly-knit community with its own values, language, rituals, and shared identity—often centered around a niche interest, creator, or activity.
Make the value obvious. Let the story pull people in.

There’s a real opportunity here to build the consumer front door to crypto—not through education, but through vibes, meaning, and play.

Solana can absolutely do this.

It just needs more builders who design for emotions, not just mechanics.

Virality helps—but what we really need is a culture shift. Not just what goes viral, but why people stay.

Excited to see Solana grow, found lot of clarity, and I'm looking forward to contributing more on a content POV.