solana options
One Year Later: What Our Model Got Wrong — and September 2027 Scenarios
In September 2025, we published Wishful Thinking, Statistics, and Modeling, a deliberately optimistic attempt to model where TerraMatris could be a year later. Its starting value was $10,500. The headline possibility was a portfolio of roughly $24,000 by September 2026.
A year later, I am not interested in defending that estimate. I want to compare its premises with what we actually experienced in the portfolio. The latest public Trading Journal report available at the time of writing, dated September 25, 2026, records TerraM Multi Asset at $4,699. That is down 55.25% from the $10,…
Fake Volume on Solana: Real Liquidity and What Actually Matters
We recently received an offer to scan Solana tokens for fake volume, concentrated holders, liquidity-pool risks, developer selling and automated risk signals. The logic was straightforward: TerraMatris runs systematic strategies involving SOL, so perhaps a Solana-token scanner could help us manage that exposure.
There is logic in that idea. There is also an important category mistake.
Trading SOL derivatives is not the same as buying a small Solana token through a thin decentralized-exchange pool. Both sit somewhere in the Solana ecosystem, but the market structure, risks and…
Why Rolling SOL Options Can Be More Difficult Than BTC or ETH
TerraMatris research note, September 2026. This article describes our own positions and execution experience. It is not investment advice and does not treat option premium as a substitute for risk management.
On September 4, 2025, TerraMatris launched its dedicated Solana strategy: long SOL exposure with selective covered calls and cash-secured puts. A year is long enough to move past the first impression of a new market. We can now ask a more useful question than whether SOL options exist: after one year of using them, has the market matured enough to support systematic covered-call…
Ep 160 / Bitcoin Buy-Write Returns to TerraM Multi Asset as Ethereum Options Strategy Rebuilds
Another interesting week across crypto markets.
Bitcoin fell and traded around $76,800, Ethereum declined approximately 0.5–1% over the week, while Solana underperformed slightly after its recent rally, trading near $99–100.
The broader market was driven by renewed macro pressure: rising oil prices, higher Treasury yields, inflation concerns, and increased expectations of a more restrictive Federal Reserve path. Crypto ETF flows provided some support earlier in the week, but risk appetite weakened as markets focused on inflation data and the upcoming Fed decision.
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