Those tweets garnering views about the trenches being still and lacking motion? Not exactly true. 

Because in the last 24 hours, we’ve seen 135 token graduations across launchpads in the ecosystem and over $100 million in trading volume.

Usually, it would be hard to be one of these winners since we usually wouldn’t know where exactly to look. 

Which is why @solcypherbot is basically underrated and a no-brainer if you’re currently headquartered in the memecoin trading trenches. 

It goes without saying, but there’s a little bit of assurance in turning on your screen and finding out just how good or bad the current market climes are. More volume? Healthy for scalps and more room for cooks to take off. 

But that’s enough shilling. Here’s the juicy updates today: Sir Toly and Mert’s POV and what a 24 hour study of their timelines looks like. 

The Solana narrative has centered on institutional breakthroughs like ETF launches and neobank integrations, ecosystem maturity via mobile hardware, and foundational infra upgrades enabling new tools in the last 24 hours. 

Sir Toly hyped capital market wins and defended the permissionless “bazaar” model against emission critiques, while Sir Mert reflected on Helius’ evolution toward AI-driven insights with Orb. 

No direct Orb Markets or ORE mentions, but themes of privacy governance, payment utility (x402 traction), and data composability tie in. 

Here’s a few of the highlights:

Core Infrastructure & Protocol Enhancements

• x402 Payment Protocol Momentum: Sir Toly spotlighted a milestone where 1% of all non-vote transactions on Solana were x402 yesterday—Solana’s efficient payment standard—flagging a 750% WoW volume surge to $380K daily. This validates real-world utility for scalable txns in DeFi and RWAs, with Toly probing for the top app driving it. Meteorite collective also just released an article on what x402 is, and it is pretty simple to understand once you read it. 10/10 recommend.
  
• Permissionless Bazaar vs. Vertical Integration: Amid frustration over token emissions and new assets like SKR, Sir Toly doubled down on Solana’s open model: “Gotta pick the cathedral or the bazar.” 

He credited external builders (Jupiter, Jito, Kamino, Phantom) for outsized innovation and market share, noting Labs’ role in jumpstarting independents like Solana Mobile—contrasting slow, centralized “cathedral” approaches.

• Helius Infra Evolution to Orb: Sir Mert detailed Helius’ 3-year arc from block explorer frustrations to full-stack fixes (RPCs, getTransactionsForAddress, laserstream, account indexing). Now, with foundations “built with steel,” they’re launching skyscrapers: Orb, a fresh AI-powered way to “grok” (funny but actually accurate!) Solana data. Toly quipped, “This isn’t a fun fact,” underscoring the grind.
  

DeFi, Gaming & RWA Growth

• Consumer Incentives as Growth Hack: Sir Toly pushed back on critiques of token “farming” lacking demand, analogizing it to consumer finance rewards (credit card miles, cashback). “Consumer finance runs on rewards,” he noted, adding that TradFi firms often subsidize negatively for market share—mirroring Solana’s DeFi rebound with TVL nearing $10B.
  
• Ecosystem Maturity via Hardware: Quoting Solana Mobile’s SKR token reveal (10B supply, 30% airdrop in Jan 2026 for the Seeker phone ecosystem), He reflected: “It only takes 10 years to build an ecosystem.” He clarified Labs’ involvement in kickstarting such projects, separate from Foundation, to fuel on-chain gaming and SocialFi.
  

Privacy & AI Innovations

• Socially Revocable Privacy Governance: The Founder also weighed in on privacy pools, arguing “only 1/N centralized privacy providers needs to remain honest” for ecosystem protection. This nods to debates on user-coordinated deanonymization (e.g., for crimes) without retroactive rugs—aligning with Solana’s privacy arc via tools like Umbra, though no ORE specifics.
  

Capital Markets & Institutional Moves

• Franklin Templeton Solana ETF ($SOEZ) Goes Live: Here he went all-in on the $1.6T AUM giant’s launch, posting 🦾🦾🦾 for the “heater” ticker making SOL exposure “almost too easy.” 

Yesterday’s net inflows hit $45.7M, pushing YTD Solana ETF totals to $651M (Bitwise’s BSOL at $574M)—a bullish signal for $169 targets.

• Revolut’s Native Solana Rollout: With 65M+ users, Europe’s largest neobank now enables SOL payments, transfers, and staking. Sir Toly amplified with the iconic 🦾🦾🦾, calling it an “insane” collab and massive retail onramp for tokenized assets and RWAs.
  

Quick Metrics Snapshot

Metric	24h Update	Notes
SOL ETF Inflows	$45.7M	YTD: $651M; $SOEZ live.
x402 Tx Share	1% of non-votes	$380K daily vol, up 750% WoW.
Revolut Users	65M+	Native SOL support for staking/payments.
SKR Token	Jan 2026 launch	10B supply, 30% airdrop for Seeker.

Overall Outlook: 

Sir Toly and Sir Mert’s respective feeds not only scream bullish convergence, they are an easy reflection of the busy landscape and shipping culture that Solana has built over the years with a no holds barred, nothing is impossible mindset—ETFs/neobanks onboarding billions, infra unlocking AI like Orb, and permissionless ethos driving these 10-year ecosystems Yes, ecosystems within ecosystems. 

Anyhow, recommendfations from this end are: Watch Breakpoint for Q1 catalysts, and keep doing what has been working for ya as we try to keep the energy positive.