Cosmo Jiang
@cosmo_jiang
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Investor - Digital Assets | @solana_company | GP + PM @PanteraCapital | Founder @novariverxyz | Opinions are my own, not investment advice
Joined January 2017
Pumped for HSDT @HeliusHSDT to build the preeminent SOL treasury, led by @PanteraCapital & Summer. After pioneering DATs and part of the formation of @defidevcorp @BitMNR and @Iamhuman_ORBS, I’m excited to channel everything we’ve learned and the expertise we’ve built into this
Helius $HSDT, in partnership with @PanteraCapital and Summer Capital, announces over $500 million in funding to launch the preeminent Solana treasury company. Link to press release: https://t.co/dtBFZI4plI
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Join us live with @heliuslabs CEO @0xMert_, @SolanaFndn Growth @chloejiani, and @SolanaFndn DeFi Growth Lead @ramzyyalii! Our $HSDT Director and @PanteraCapital General Partner @CosmoJiang will explore how Helius and the Solana Foundation are collaborating with top Solana
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“You don’t need to learn to code to ship an app.” — Riley Brown AI can turn ideas into working apps, straight from your phone. I sat with Riley Brown, Co-founder of Vibe Code, and we built a voice-notes app live on iPhone Here’s what we did: Generated the UI with prompts
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smell like... something’s burning? oh it's just over **6M HONEY burned** this month🍯🔥 spooky season just got hotter any guesses for november’s burn? closest one gets a lil surprise 👀 https://t.co/Jp0FoRQxSR
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🇨🇳 We’re screwed … it becomes indistinguishable from reality Ali’s Wan 2.2 lets you stream without showing your face. It maps your voice and motion onto another face.
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HSDT continuing to accrete Solana per Share I'm really proud of @Solana_Company fundamental performance in its first month
This month, our average gross staking return was 7.03% APY and we now hold over 2.3 million SOL. Outperforming the top 10 validators while increasing our SOL per share. Here’s how 👇
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NEW: The Turnout War Begins. Democrats have banked ~300,000 early votes. Ciattarelli’s path now runs entirely through Election Day turn
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Solana ETFs are coming, opening distribution up to a whole new set of investors https://t.co/0YwExi266i Passive = BSOL, great for most people Active = HSDT, as an alternative @Solana_Company
Introducing $BSOL — the Bitwise Solana Staking ETF. Starts trading tomorrow. - First U.S. ETP to have 100% direct exposure to spot SOL - Maximizing Solana’s 7%+ average staking reward rate* - Targeting 100% of assets staked - Staking through Bitwise Onchain Solutions, powered by
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Can't take the Helius out of $HSDT @Solana_Company Excited to partner with and support the leading RPC provider on Solana @heliuslabs @0xMert_
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TradFi allocators are waking up to SOL and it's potential SOL is now available on Fidelity's @DigitalAssets platform, and published a great research report as well Education and advocacy is the #1 goal, because the thesis is so clear $HSDT @Solana_Company
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🇭🇰💜 Approval of a Solana spot ETF in Hong Kong broadens regulated access to SOL, a clear tailwind for HSDT given its @PanteraCapital-@SummerCapital_ roots and Hong Kong dual-listing ambitions.
🇭🇰 LATEST: Hong Kong gives the green light to its first Solana spot ETF.
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This is more than just four quarters. It’s every tailgate, every chant, every moment. It’s fuel that goes beyond the field. This is CELSIUS! LIVE. FIT. GO.
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Cleaner access into $HSDT for a wider set of investors, same focus on maximizing SOL per share Doing right by investors and playing offense, not defense Details ⬇️
Entering our next phase of transparency and unfettered price discovery. We believe that making our resale registration effective – rather than delaying the inevitable like many of our peers – is the best path forward for $HSDT. We're playing offense, not defense. 🧵👇
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ETFs are passive. DATs are active. "If you want a manager to add value, to acquire assets in a constructive way, to stake, to interact with DeFi – that's worth something and it generates excess yield. That's why some of these DATs can trade above one times book." –
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Demand for Solana stablecoins has hit a $17B+ record high: - $1.5B+ added this month - Up $4B (33%) since the beginning of September Solana is for stablecoins.
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1/ Last Friday’s global selloff was one of the sharpest risk-off moves in recent memory. Equities, credit, and crypto all sold off violently. Yet one ecosystem stood out for its resilience: Solana. 🧵 A quick look at how Solana performed through the volatility 👇
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We've been cooking something up in the studio. The @nvidiastudio that is, letting us create without limits.
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What’s going to be true in 10 years
The future is Solana Solana has 300x cheaper tx fees than Ethereum Still it collected $36M in the last 30d while Ethereum only $26M This is how much fees you pay for 1M transactions on both chains 👇🏼
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Bitcoin surpassing $125K earlier this week signals a maturing market — driven by the "opening of access" through ETFs and DATs. @cosmo_jiang highlights the leaders behind this shift on @CNBCFastMoney.
What's next for #Bitcoin after its latest record high and a slew of brand new digital asset treasury (DAT) companies making big moves? @PanteraCapital's @Cosmo_Jiang lays out the path ahead and weighs in on the Bitcoin vs. gold debate
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Solana is special because it is the leader in DePIN applications, which use token incentives to create networks faster and cheaper than legacy incumbents Pumped to support @aseidman @Hivemapper as they service LYFT, Volkswagen, NBC & others @Solana_Company $HSDT 🤝@solana
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The revenue chain. Here @cosmo_jiang of @Solana_Company and I discuss how fast some companies building on Solana go from zero to $100 million in revenue. It's the best product with the most users and revenue. Just build on @solana.
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With BTC hitting new highs, we believe the time is now for mainstream adoption of digital assets Great to be on @CNBCFastMoney to talk about why we are so excited about $HSDT @Solana_Company and the case for SOL @solana
What's next for #Bitcoin after its latest record high and a slew of brand new digital asset treasury (DAT) companies making big moves? @PanteraCapital's @Cosmo_Jiang lays out the path ahead and weighs in on the Bitcoin vs. gold debate
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How? Actively managing its treasury to accumulate efficiently, and in doing so achieving a lower cost basis than some other recent SOL DATs HSDT still has cash on the balance sheet that can be used for strategic purposes
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Parents shouldn’t have to watch hidden-camera footage to know what their schools stand for. Teachers shouldn’t be forced to fund unions that embarrass their profession. Time to stand up against corrupt unions.
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$HSDT @Solana_Company continues to deliver on shareholder value NAV is now higher than the original PIPE raise - despite transaction expenses and SOL prices being lower than at close
Today we announced our continued acquisition of Solana tokens. We now hold over 2.2M SOL, valued at ~$520M (at $236), and are one of the largest and fastest-growing DATs. Our mission is to be the preeminent Solana treasury and to maximize SOL per share in order to grow
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