Danial (@d4bba) header
Danial (@d4bba) profile picture

co-founder @Syndica; prev. Research @0xProject. “Come as you are.”

Houston, TX
Joined June 2014
Today, our team is excited to announce @InspiredCap Fund IV, $450M in new capital to back early-stage founders. There has never been a moment in history when more is possible. It takes just one person with exceptional ambition to take on the world’s problems and change billions of lives for the better.
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Danial retweeted
1/ @Solana's developer count is down 29% from its peak. And yet: • Developer activity is near all-time highs • Share of professional devs is higher than in bull market • AI assistance went from a rounding error to ~1 in 5 devs since early 2025 Fewer devs, more output 🧵👇
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Danial retweeted
1/ @Solana schedulers all run the same protocol, but no two build blocks the same way. Some include votes first, some pack more CU, some skip more blocks, some pay validators more. We classified all 9 schedulers across 3 axes. Full breakdown 🧵👇
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Danial retweeted
1/ April showed a rotation phase in @Solana DeFi: spot & perps activity softened while RWA and tokenized equities kept scaling. RWA AUM pulled back to $1.3B, but tokenized equities reached $412M and @xStocksFi climbed to $367M to become Solana's top RWA issuer. 🧵👇
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Danial retweeted
1/ @Solana DePIN pushed cumulative onchain revenue past $28M since Jan 2025. @helium_mobile subscribers hit a 2.9M ATH, @XNET_Mobile crossed 1 PB cumulative offload, and @rendernetwork rebounded 26% to $221k. Breakdown 🧵
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Danial retweeted
1/ @Solana is back at #1 in Web3 DApp revenue, capturing 28% in April after losing the top spot for a single month. Its DApp layer also earned 3.7x the base layer's revenue, the 7th straight month above 3x. Breakdown 🧵
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Danial retweeted
1/ @Solana stayed central to blockchain activity last month. It led DEX volume at $66B, held #2 in TVL, grew stablecoin supply 67% since Jan 2025 and outpaced all other tracked chains combined in median TPS. Breakdown 🧵
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Danial retweeted
1/ @Solana's validator stack is evolving fast. @harmonic_gg and @Rakurai_io are rewriting validator economics. SFDP's network stake halved. Tips from non-Jito providers now rival Jito. Nearly half of all stake runs on @doublezero. A lot moved under the hood last month 🧵
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Danial retweeted
1/ @Solana DePIN recovered in March as wireless protocols shattered records again. @helium hit $2.5M revenue (new ATH), @DabbaNetwork reached 42k TB offloaded, and @XNET_Mobile smashed its record at 150 TB. Deployer rewards jumped 31% to $2.1M. 🧵👇
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Danial retweeted
1/ The crypto dev map is being redrawn. @Solana overtook @Ethereum in new developer intake and hobbyist counts, and is closing in on professionals. Meanwhile, Europe has emerged as the top region for most chains. Full breakdown. 🧵👇
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Danial retweeted
1/ @Solana's tokenized equities hit a $238M ATH in March. xStocks posted a 9th straight record at $226M, and Token-2022 mints hit ATH at 1.5M. Trading activity, however, cooled in March - DEX volumes dropped 33% to $65B. Thread 👇
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Danial retweeted
1/ @Solana led all chains in DApp revenue for a 22nd straight month, capturing 34% of Web3's $295M total in February. @Pumpfun continued to dominate. @JupiterExchange hit $8M led by perps. DePIN stayed flat while most other verticals cooled. Full breakdown 🧵👇
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Danial retweeted
1/ @Solana DeFi hit new highs in February 2026 despite broader market contraction. Prop AMMs captured 71% of DEX volume. Stablecoins reached $16.8B ATH. Wrapped $BTC supply hit 9.3k. New verticals emerged across lending, pegged assets & tokenized equities. Full breakdown 🧵👇
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Danial retweeted
1/ @Solana's February 2026 performance: 40M unique wallets, $268B in DEX volume (36% share), and 1,030 avg non-vote TPS. Stablecoin supply grew to $15.9B—3.1x since January 2025. Only major chain with rising lending TVL. Capital efficiency outpaced most L1s. Full breakdown 🧵👇
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Danial retweeted
1/ Firedancer is now on mainnet, giving @Solana two independent validator clients. New Agave flavors BAM from @jito, @harmonic_gg, and @Rakurai_io are kicking off a block-building race, competing on transaction order/priority. Our Onchain Activity report covers the latest.
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Danial retweeted
1/ Solana’s DApp economy printed one of its strongest rebounds in months in January. Revenue up. Concentration rising. New highs across multiple verticals. January 2026 breakdown 🧵👇
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Danial retweeted
1/ DePIN growth on @Solana isn’t slowing down. January 2026 saw record revenues, hotspot deployments, and data offloads across @helium_mobile, @rendernetwork, @XNET_Mobile, and more. A thread on what’s moving the needle 👇
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“The dynamic of friendship is almost always underestimated as a constant force in human life: a diminishing circle of friends is the first terrible diagnostic of a life in deep trouble: of overwork, of too much emphasis on a professional identity, of forgetting who will be there when our armored personalities run into the inevitable natural disasters and vulnerabilities found in even the most average existence. [...] But no matter the medicinal virtues of being a true friend or sustaining a long close relationship with another, the ultimate touchstone of friendship is not improvement, neither of the other nor of the self; the ultimate touchstone is witness, the privilege of having been seen by someone and the equal privilege of being granted the sight of the essence of another, to have walked with them and to have believed in them, and sometimes just to have accompanied them for however brief a span, on a journey impossible to accomplish alone.” — David Whyte
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Danial retweeted
1/ L1 & L2 chains recorded a variety of activity in Jan 2026: Active wallets expanded. Throughput gaps widened. DEX share consolidated. BTC liquidity deepened. Perps cooled. Inside the latest L1 & L2 data 🧵
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