Kai @kai_xbt · 04 Sep 2026
Threadguy explains how his Solana thesis collapsed from hub of experimentation to trickle-down liquidity "Solana is at a structural disadvantage because they don't have an exchange. They've taken the stance that because they don't have one it's the most organic, which is fine, https://t.co/41Nrb7V3xJ
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