Ryan Connor | RockawayX 🇺🇸 (@ryanconnor) / X

Ryan Connor | RockawayX 🇺🇸

3,866 posts

Ryan Connor | RockawayX 🇺🇸

@ryanconnor

Partner at @RockawayX. The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor.

USA

Joined April 2022

Pinned
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Mar 11
I’ll take the other side of crypto VC doomers. - Sentiment in the gutter will keep valuations reasonable - Bear market is washing out tourist founders & mercenary capital, leaving behind stronger signal - AI accelerating GTM - Wallet installed bases at ATHs - New distribution
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Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Jan 22, 2025
Solana apps earned 73.3% of all crypto app revenue yesterday, a new high for the chain. Next in line were BNB -> 9.4% Ethereum -> 6.5% Base -> 2.2%
684K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Jul 23, 2024
The most interesting and consequential milestone in crypto markets today -> Solana has surpassed Ethereum in trailing 30 day DEX volume for the first time ever... ...it is now the most used chain by that measure.
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Jul 1, 2024
Next meaningful flippening in crypto is likely DEX volume market share. Will probably take a few months. Source: @artemis__xyz , @blockworksres
560K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Jul 1, 2024
The case for the SOLETH relative value trade is only strengthening ETH's mcap and P/S ratio sit near cycle highs, SOL's P/S is at ATLs ETH's revenue is in secular decline, SOL's is at ATHs & growing ETH continues to bleed market share of total DEX volume, SOL's is at ATHs and
255K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Feb 26, 2025
A core difference between this cycle and last: we have the data Pumpfun is over bc Libra? -> Revenue market share is stable since Libra Meme crash will kill Solana? ETH REV has fallen more than SOL REV since Libra No more narrative. Just show me the data.
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Feb 26, 2025
Still 15% of all crypto app revenue. unchanged since Milei pumpfun
88K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Jul 24, 2024
Are L2s/rollups Ethereum? Easy answer: of course not. Rollups/L2s are clearly not ethereum, because when you pay for blockspace, you pay the L2/rollup, and the L2/rollup then pays for services (proofs, DA, whatever) from Ethereum by choice, and can change this whenever it
169K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Jan 22, 2025
$1 of flows into a SOL ETF will be far more impactful than it was for ETH Why? 1. SOL market structure is less mature 2. SOL mcap is much smaller 3. 70% of SOL is staked, v. 28% for ETH, so the quantity of SOL available for purchase is far lower than mcap suggests
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Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Oct 1, 2025
Can someone explain why didn’t this launch on Ethereum first?
CASH
@useCASH
Sep 30, 2025
💰 Introducing CASH Designed by Phantom using Open Issuance by @Stablecoin & @stripe, and launching first on Solana. CASH is a neutral, open-loop stablecoin backed 1:1 by USD — built for both crypto and real-world utility.
280K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Dec 7, 2023
Replying to @bariweiss
None of this is surprising, because the microaggression people are also the intifada people. Consistency is not a value they hold.
20K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Jan 15, 2025
We see *aggregate app revenue per chain* as a way to track where builders will gravitate over time Solana has consistently generated >50% of all weekly crypto app revenue since late October & 56% of app revenue today Ethereum -> 18% Base -> 9% BNB -> 5%
255K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
May 20, 2025
0/ Consumer crypto is approaching escape velocity & leading apps are leveraging crypto’s core enabling feature: Net New Asset (NNA) issuance. Below, we describe what NNAs are, why they’re likely the next new paradigm in retail risk taking, & highlight our fav NNA apps. 🧵
66K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Jun 12, 2025
Replying to @RyanSAdams
Ryan, GDP is not an asset
8.2K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Sep 26, 2025
Why is no one talking about Kalshi flipping Polymarket?
40K
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Apr 17, 2025
Memecoin activity is down >80% from its highs & Solana apps still generate >70% of total onchain revenue Who was long this view six months ago?
Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Apr 17, 2025
From behind the @blockworksres paywall
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