
Cofounder & CFO @defidevcorp. Ex-Goldman, Binance, Kraken. Views are my own. Not financial or tax advice.
New York
Joined April 2025
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Satoshi posted this on a forum in February 2009, a month after the first block.
The market's answer turned out to be trust you can check. Tether reported more than $122 billion of Treasuries held directly for 2025, and the GENIUS Act now requires one-to-one reserves from every permitted issuer.
When you hold a dollar token, read the latest reserve report. It takes two minutes.
John Han retweeted
$CHAD is now available on @RobinhoodApp.
Our Nasdaq-listed variable-rate preferred equity continues to expand its reach, bringing a 14% annual dividend, paid daily, to more investors.
Read more. 👇
globenewswire.com/news-relea…
John Han retweeted
thanks for having me on @elliotrades !
Solana's MASSIVE Alpenglow upgrade goes live tomorrow
We're LIVE with @joseph_onorati, CEO of $DFDV
A Nasdaq company sitting on 2.5 MILLION SOL
Possibly the BIGGEST Solana bull on Wall Street
Is a Solana treasury stock a BETTER bet than SOL itself?
teapawt.org/i/broadcasts/1kJzDPjZV…
John Han retweeted
The number of tokenized equity holders on solana:So11111111111111111111111111111111111111112 has officially surpassed 1.5 MILLION. 👀
Solana now ranks #2 globally and continues to gain unprecedented momentum.
John Han retweeted
Today, we announced that $DFDV added another 3,983 $SOL and SOL equivalents to our treasury, bringing total holdings to ~2.590M SOL.
The addition comes ahead of $CHAD's annual dividend rate increase to 14%, effective November 2.
Full announcement 👇
globenewswire.com/news-relea…
John Han retweeted
Delusional solana:So11111111111111111111111111111111111111112 bulls ALWAYS win in the end.
John Han retweeted
Lookin' for something that pays you every day? Meet $CHAD.
13% annual dividend, paid daily.
John Han retweeted
Today, $DFDV announced the addition of ~22,070 $SOL and SOL equivalents, bringing our treasury to ~2.59M SOL. 🚀
That’s ~12% growth in less than 9 weeks, driven by relentless accumulation.
Meanwhile, $CHAD keeps hitting new highs despite market softness.
globenewswire.com/news-relea…
John Han retweeted
Everyone sees base:0x311935cd80b76769bf2ecc9d8ab7635b2139cf82 outperforming peers on price, users, activity, & more.
But many are sleeping on the fact that base:0x311935cd80b76769bf2ecc9d8ab7635b2139cf82 is CRUSHING it where it matters most: scaling.
In 2026 alone, Solana has shipped 11 major protocol upgrades. Seven fully live, two activating now.
🔸 WHAT'S LIVE 🔸
• Larger transactions (1,232 → 4,096 bytes). Multi-hop swaps, large multisigs, and ZK proofs fit in one transaction instead of being split apart or failing.
• 100M CU blocks (+66% capacity). More transactions land in every block, so congestion and fee spikes are rarer, and block times haven't changed.
• BLS keys + Validator Admission Ticket. Thousands of votes now verify as one. Groundwork for what's coming.
• Native BN254 and BLS12-381 curve ops. ZK bridges and proof-heavy apps got 10-20x cheaper.
• Optimized Token Program (−98% compute). The most common action on Solana now costs a sliver of what it did, freeing ~10% more block space for everything else.
• XDP networking (200x faster propagation). Validators read block data straight off the network card. This is what makes bigger blocks safe to run.
• The Agave 3.1 feature set, activated across March and April. CPI account limits up 4x, faster Turbine propagation, Vote Account V4. Unglamorous plumbing, and the reason everything after it could ship.
🔸 ROLLING OUT NOW 🔸
• Slot times 400ms → 250ms, cut in four steps since August, with the final 200ms step activating now. Confirmations twice as fast, no app changes required.
• Rent down ~90%. Accounts, tokens, and onchain data get dramatically cheaper; onboarding users at scale becomes cheaper.
🔸 APPROVED BY VOTE 🔸
• In August, Solana ran its first binding governance vote. SIMD-0550 passed: inflation now decays 30% a year instead of 15%. Terminal 1.5% inflation now arrives in 2.8 years instead of 5.7. That's ~18.9M SOL that never gets issued or hits the market.
🔸 SHIPPING NEXT 🔸
• Alpenglow (Agave 4.3, expected October). A full replacement for TowerBFT consensus. Validators vote directly to each other and bundle those votes into certificates. Finality drops from 12.8 seconds to ~150 milliseconds, 99% faster. A trade settles about as fast as a card swipe.
• sBPFv3 (Agave 4.4, November). Four bytecode formats collapse to one. Existing programs keep running untouched, and the runtime stays lean as it scales.
Watch out, because @Solana is the only chain delivering on its promise to scale. Nothing stops this chain.
Keep tabs on all things base:0x311935cd80b76769bf2ecc9d8ab7635b2139cf82.
👉 StateOfSOL.com
John Han retweeted
Our August & September 2026 Recap is LIVE!
Catch up on everything accomplished over the last two months - from surpassing 2.5 million $SOL and launching $CHAD to expanding our capital markets engine and launching State of Solana.
Read the full recap. 👇
defidevcorp.beehiiv.com/p/au…
Apyx is now live on @kamino! 🚀
Curated by @Hyperithm, $apyUSD can now be used as collateral to borrow USDC through Kamino’s isolated credit market.
Now holders can access to liquidity while maintaining exposure to the underlying yield. 👀
Digital credit is taking over solana:So11111111111111111111111111111111111111112.
The Apyx Market is now live on Kamino.
Curated by @Hyperithm, apyUSD can now be used as collateral to access USDC liquidity through Kamino’s isolated credit market.
John Han retweeted
DeFi Development Corp. Authorizes $CHAD Repurchase Program for Future Use
globenewswire.com/news-relea…
John Han retweeted
Today, we announced the purchase of 26,203 $SOL, bringing total holdings to 2.564M SOL & equivalents. 🚀
In roughly 7 weeks:
• SOL holdings +11%
• Double-digit SPS growth*
• NAV/share +100%+*
• Cash +100%+*
The $SOL accumulation flywheel continues.
globenewswire.com/news-relea…
John Han retweeted
$CHAD has made it to the biggest screen in the biggest city. 🗽
Hello, Times Square.
John Han retweeted
🟠 September 2026 $SOL Recap 🟠
September was Solana's month among the majors. 🚀
$SOL led every major asset by return, while the network set records in stablecoins, tokenized equities, and app revenue. The network also shipped two major upgrades that changed transaction speed & size capabilities.
Milestones achieved:
🔸 $SOL: +14.6%, best-performing major of the month
🔸 App revenue: $146M, 32% of all tracked chains & #1 of 11
🔸 Non-vote transactions: 4.73B
🔸 Implied avg. TPS: 1,826, or 2.5x every other chain combined
🔸 Spot DEX volume: $78.3B (+20.0%)
🔸 Perps volume: $40.8B (+13.7% MoM)
🔸 Tokenized equity volume: $4.58B (+212% MoM)
🔸 Active addresses/day: 2.61M (+15.1% MoM)
🔸 DeFi TVL: $6.57B (+13.3% MoM)
🔸 Real Economic Value: $30.1M (+13.3% MoM)
And the ecosystem kept moving forward:
⚖️ SEC granted a 5-year Innovation Exemption for tokenized stocks, creating a legal path for onchain equities.
⚡ Slot times cut to 250ms, another step from 400ms toward 200ms.
📦 Max transaction size increased from 1,232 → 4,096 bytes, unlocking more complex DeFi and institutional instructions.
🔬 Alpenglow hit testnet, reaching 54ms median finality vs. 12.8s today. Mainnet still to come.
💵 Stablecoin supply hit an ATH of $17.5B.
📈 SOL ETFs posted a record week: $188M in five days, with net assets reaching $1.93B.
💳 Open USD launched natively, with $1B+ in liquidity committed by Visa, Stripe, Mastercard, Coinbase, and Shopify.
The TL;DR? Revenue up, volume up, & adoption up.
Track the data behind Solana in one place:
👉 StateOfSOL.com
John Han retweeted
Meet $CHAD.
14.9% effective yield.
Dividends paid daily.
Nasdaq-listed digital credit built to fuel $SOL accumulation.
Payday is every day.
Learn more:
whoischad.com/learn

















