Lou Yin

Infrastructure upgrade (Fire Dancer) acts as the primary catalyst for institutional capacity. "Fire Dance is top of mind... once that happens I think you'll see quite a big momentum and uptake in terms of usage developers builders." Fire Dancer is a new validator client that theoretically increases Solana's throughput significantly. The Head of APAC explicitly links this technical upgrade to the next wave of adoption. If Solana is to handle "Wall Street" volume (as discussed regarding Scaramucci's comments), this infrastructure upgrade is the necessary condition for that repricing. LONG SOL as the direct beneficiary of the Fire Dancer upgrade and subsequent institutional capacity. Technical delays in Fire Dancer implementation or failure to deliver promised throughput speeds.