---
type: evidence
source: "https://x.com/knimkar/status/2019520184453677069"
author: "@knimkar (Kuleen, ex-Solana Foundation)"
date: 2026-02-05
archived_by: rio
tags: [IFS, internet-finance, solana, institutional, fundamentals]
status: processed
claims_extracted:
  - "Cryptos primary use case is capital formation not payments or store of value (co-source with ceterispar1bus and TheiaResearch)"
---

# @knimkar — "On becoming an investor in the future of finance"

Tweet links to article: "I love pain or am an idiot, perhaps both. On becoming an investor in the future of the internet financial system."

Kuleen describes transitioning from the Solana Foundation to become a fundamentals-driven investor in the "Internet Financial System." Frames the shift from "crypto" era (2009-2025) to an IFS era. Emphasizes stablecoins, efficiency gains, financial access, and sovereignty. Notes "healthy protocols with growing revenues, precipitously falling asset prices" — the classic value investor's opportunity.

## Engagement

- Replies: 10 | Retweets: 3 | Likes: 52 | Views: 10,000

## Rio's assessment

- Institutional-grade investor using "Internet Financial System" framing validates the IFS terminology gaining adoption beyond Theia
- Fundamentals-driven approach signals maturation of the space — moving from narrative trading to revenue analysis
- Enriches internet finance attractor state claim — credible source confirming the transition framing
- No new standalone claims — the IFS thesis is well-covered in existing knowledge base