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On Your Mark 🚀
Oooft. So Ethereum’s looking a little weak against Solana right now, huh?
Cue the panic: “Is this it? Has the Solana Flippening finally arrived? Should I sell my ETH and buy whatever meme coin is trending this week?”
Relax. Breathe. Step away from the DEX.
If you think Ethereum’s run is over, you might want to check the numbers — because institutions have barely even dipped their toes in. The water’s still lukewarm, the lifeguard’s asleep, and Wall Street hasn’t even unpacked the floaties yet.
Drop in the Bucket 🪣
Let’s start with Goldman Sachs — the big bad boss of traditional finance. They’ve got roughly $3.3 trillion in assets under management. Their current Ethereum ETF holdings? A modest $721 million.
That’s right. A 0.021% allocation.
Small boy stuff.
To put that in perspective, if Goldman were a guy at a bar, his ETH position is the equivalent of ordering a single olive and calling it dinner.
Now imagine what happens if he orders an actual meal.
Big Impact 🧨
There’s been chatter about $BMNR aiming to buy up 5% of Ethereum’s total supply over time. People are calling it “insane.” “Bullish.” “A price catalyst that will break the internet.”
But here’s the funny part — for Goldman to do the same, they wouldn’t even need to go all-in. They’d only need to move their allocation from 0.0023% to 0.85%.
That’s it. Not even one full percentage point.
That’s the kind of math that makes crypto beautiful: tiny institutional shifts, massive market impact. A single fund deciding to rebalance could light the next ETH rally like a match to dry tinder.
The Real Inflows ♒️
Here’s what the latest 13F filings show: institutions are barely scratching the surface. The money that’s in Ethereum ETFs right now? That’s the appetizer—the bread basket before the steak.

We haven’t even hit the point where the big asset managers, pension funds, or sovereign wealth monsters start circling the table. When they do, the demand shock could be absurd — especially in a market with Ethereum’s limited supply dynamics.
Solana Worries? 🗺️
Nope.
Solana’s having its moment, sure — faster, cheaper, flashier, all that jazz. But Ethereum’s institutional story isn’t even halfway told. Once the real money arrives, the “ETH vs SOL” debate will look more like “Blue Chip vs Tech Startup.”
Ethereum’s weakness isn’t a sign of decline. It’s a setup.
Because right now, the institutions are still fumbling with the remote, trying to figure out how to buy the channel — and when they finally hit “Confirm Purchase,” it won’t take much to send ETH into the stratosphere.
Bottom line: Goldman’s $721 million isn’t a flex. It’s foreplay. The main event hasn’t even started yet.
Solana’s Big Upgrade 🏢
Most crypto investors right now are glued to their charts — refreshing price candles like they’re watching the last few seconds of a sports bet.
But if that’s all you’re looking at, you’re missing the story that actually matters. Behind the scenes, Solana (SOL) is gearing up for something that could change not just its price — but the entire definition of speed and decentralization in blockchain.
It’s called Alpenglow (SIMD-0326) — a new proposal that, if passed, could make Solana transactions finalize in less time than it takes to blink. Yes, literally.
Don’t Blink 👀
Currently, Solana settles transactions in about 2–3 seconds, which already makes Ethereum look like it’s running on dial-up. But Alpenglow wants to cut that down to 100–150 milliseconds.
For context, that’s about the time it takes for you to blink… or for your friend to say, “Wait, I didn’t mean to send that.”
If it works, trading on Solana could feel less like “using blockchain” and more like “scrolling TikTok.” Decentralized exchanges would feel as smooth as Robinhood, blockchain games would actually be playable, and apps we can’t even imagine yet could suddenly become possible.
It’s the kind of upgrade that makes you wonder whether we’re still talking about crypto — or the next version of the internet.

Beyond Speed 🚄
Sure, near-instant transactions grab headlines. But the real story might be what this does for decentralization.
Right now, big validators with elite hardware have a speed advantage — they can confirm transactions faster and capture more value. Smaller validators, meanwhile, are stuck in a never-ending arms race they can’t afford to win.
Alpenglow changes that. By making finality deterministic and nearly instant for everyone, it levels the playing field. Smaller validators could finally compete without needing a NASA-grade data center.
Of course, there’s a trade-off. Reaching that kind of speed might require even better machines, which could push some smaller players out. It’s a balancing act between performance and accessibility — one Solana will have to get just right.
On-Chain Vote 🛂
Here’s where it gets even more interesting: this decision isn’t being made in some developer Slack channel. It’s going to a public on-chain vote.
In the past, Solana upgrades worked like a quiet group project — devs would agree off-chain, everyone would update their software, and voilà, new features magically appeared.
But with Alpenglow, validators will literally cast on-chain votes. Two-thirds approval means the change becomes official. It’s democracy — but for blockchains.
Why It Matters 🚨
If Alpenglow passes, Solana could become the first major chain to achieve internet-level speed — and prove that decentralized governance can handle big, risky innovation without imploding.
If it fails, it’ll send a different message: that once networks get big enough, they may be too cautious to move fast ever again.
Either way, this is a turning point.
Because Alpenglow isn’t just about milliseconds — it’s about whether crypto can evolve at the speed of the internet while staying true to its decentralized roots.
COIN SPOTLIGHT 🔍️
Hyperliquid’s Long Game 🎲
The market looks ugly. Portfolios look worse. Twitter’s full of “just wait for the Q4 melt-up” hopium, but it’s hard to feel bullish when everything’s bleeding and your favorite tokens are down bad.
Most people take weeks like this off — they “touch grass,” rediscover sunlight, maybe pretend they’re not still checking prices under the dinner table.
But not us. Not the farmers. Because when the charts turn red, the airdrop fields turn green.
And right now, no field looks riper than HyperEVM — the ever-expanding ecosystem behind HyperLiquid, the decentralized exchange that refuses to die.
The Setup 🏸
If you’ve been following HyperLiquid since midsummer, you know things have shifted fast. Total value locked (TVL) exploded from $1.9 billion to $2.8 billion, then retraced as liquidity rotated into newer shiny toys like Aster (Binance-backed) and Lighter — both gunning for the same perp DEX crown.
Yet while others are bribing users with aggressive airdrops, HyperLiquid is doing something revolutionary in crypto: waiting patiently.
There’s still a 38% unallocated token supply earmarked for “Community Rewards,” but the team hasn’t rushed to drop it. No gimmicks. No short-term grab. Just quiet confidence — and a community strong enough to hold the line.
Oh, and about that community?
They just sent Hypurr NFTs from “cute cat art” to $52,000 each on OpenSea. Because of course they did. Nothing says “bear market” like cartoon cats worth more than used Teslas.
The Big 4 🧺
If you’re ready to dig in, here are four tokenless protocols on HyperEVM that are ripe for farming — while everyone else is busy sulking.
HyperUnit 🔊
Simple and essential. Bring BTC or ETH over to HyperLiquid, lend it on HyperLend, or trade on Hypercore. No point system yet, but tons of chatter. Think of it as planting your first crop before the yield gods notice.Kinetiq 👑
Stake your $HYPE, get $kHYPE, and earn ~6% APY while stacking points toward what’s likely an imminent token launch. Their points program ends Oct 16, which screams “TGE incoming.”
Rumors peg those points at anywhere from $5–$30 each — not bad for clicking a few buttons.Liminal 🍀
Deposit USDC, let them hedge perps vs. spot, and earn yield without sweating volatility. It’s quiet, it’s early, and there’s no airdrop yet — which, in degen-speak, means get in yesterday.PRJX 🔏
From the team behind Pacmoon, PRJX is a cross-chain DEX that knows how to make noise. Stake something like USDC/HYPE (100%+ APY), farm points, and watch as they turn those points into airdrop magic.
The Takeaway 🥡
Sure, the market’s wobbly. But Q4 isn’t dead — it’s just pivoted. We’re in airdrop season, where the real gains come not from moonshots but from manual labor.
HyperEVM isn’t waiting for approval from Binance or the Fed. It’s building, minting, and rewarding — in real time. So forget “touching grass.” This week, grab your digital shovel.
Because while everyone else is crying bear market, the smart money is farming HyperEVM.
STAGE RIGHT 🎬️
NOTABLE QUOTES 📚️
“We are faced with the paradoxical fact that education has become one of the chief obstacles to intelligence and freedom of thought.”
— Bertrand Russell
GARAGE LOGIC ☕️


Tokenization: A Deeper Look 🧿
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SOLID RIGHT VIP 🗝️
Be sure to check out Solid Right VIP It’s your inside track to the latest moves in Ethereum, Bitcoin, and beyond—delivered with clarity, context, and zero hype.
Join now and get 50% OFF forever. Go HERE.