#Strategy增持比特币 $币安人生 Binance’s true competitor is neither Coinbase nor OKX, but rather the powerful alliance between Elon Musk and Solana.
In January, the X platform reached a deep cooperation agreement with Solana. X is developing a smart asset tagging (Smart Cashtags) feature, which is scheduled to officially launch next month (February 2026).
This means that in the future, while browsing X, whenever users see any token or stock ticker, they can simply tap the tag to instantly display real-time price, contract address, and related information—no need to switch to a separate market data app. This represents a complete revolution in trading entry points.
Previously, trading required multiple steps: first spot positive news, open an exchange, search for the token, and finally place an order. Now, users can browse X, see bullish news, and buy directly from their wallet in seconds—achieving true “see it, buy it” functionality, where traffic seamlessly converts into transactions.
The X platform boasts nearly 700 million global users and holds money transmitter licenses in over 20 U.S. states. It serves as the world’s top source of financial information, with trillions of dollars in capital flows influenced by information originating here. Traditional exchanges are like professional marketplaces, whereas X is a global city square that comes pre-loaded with massive organic traffic.
Even more crucially, Solana serves as the underlying technical foundation. It not only offers lightning-fast settlement speeds but also supports tokenized U.S. stocks, with 24/7 stablecoin payment volume surging 300% quarter-over-quarter—making it a genuine Web3 settlement layer.
X handles the massive traffic, while Solana provides the robust technology. Together, these two are poised to build a truly decentralized super app.
If a certain domestic messaging app (e.g., WeChat) were to introduce a one-click trading feature, could it potentially absorb all that traffic back into China?#加密市场观察 #elon.musk
