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Welcome back to a new edition of The Sol Street Journal!

These past two weeks hit harder than expected. Drift was hacked for over $280M - a massive exploit that saw attackers spend months infiltrating the team and gaining their trust. A reminder to always stay sharp, and that not everything that happens on April 1st is a joke, sadly.

In the meantime, building season is in full swing. Everywhere you look, people (and agents) just keep shipping: hackathons, bootcamps, ecosystem calls, new launches, and more.

And through it all, Solana keeps breaking records. At this point… are ATHs even news?

Here are the highlights from the everything chain.

👑 Milestones

• Tokenized equities have picked their home: 94% of all onchain spot volume is settling on Solana

• Solana overtakes Ethereum in all-time unique devs

• RWA adoption keeps surging: holder count is up 440% YoY across stocks, funds, and commodities

• Total dApp revenue on Solana saw a 40×+ expansion in less than 2 years, climbing to $4.3B

• Stablecoin activity hits new highs: $650B processed in February alone, pushing aggregate transaction volume toward $2T per month

• In Q1 2026, the network processed over 10B transactions - the highest quarterly result in Solana’s history

• Total Solana monthly token holders reach a new ATH of 167M

💼 The New Home For TradFi

• SoFi plans to integrate Solana for enterprise fiat and stablecoin banking, alongside partners including Jupiter, Mastercard, Fireblocks, and BitGo

• SBI Holdings’ B2C2 - one of the largest institutional liquidity providers - chooses Solana as its primary network for institutional stablecoin settlement for clients including Robinhood, Standard Chartered, and Anchorage Digital

• Interactive Brokers - one of the world’s biggest brokerages - launches crypto trading and makes $SOL accessible for 450 million people across Europe

• Solana Foundation joins the x402 Foundation alongside Amazon, Visa, Mastercard, Stripe, and other global infrastructure players

📊 DEXs & Prediction Markets

• Drift gets hacked for $280M - attackers spent months posing as builders, gaining trust, and eventually compromising a team member via a malicious link

• Orca launches Vaults powered by Kamino, introducing automated liquidity yield strategies

• Phoenix Perps rolls out referral codes, enabling fee sharing on trader volume

• Jupiter turns token verification into a simple API call and releases a new desktop wallet

• Introducing poll for Telegram - now you can literally put your (magic internet) money where your mouth is

• RISE Launchpad goes live: a permissionless token launch platform designed to eliminate rugs

• Phantom’s in-wallet P&L tracking is finally here

• Imagine creating your own prediction markets and earning up to 50% of trading fees… Meet Worm

• Titan Exchange launches DART, an onchain routing engine that dynamically optimizes trades at execution time

💧 DeFi, RWAs & Payments

• Kamino surpasses $1.2B in RWA deposits, now leading lending markets ahead of Aave and Morpho

• Bags releases Stock: launch a business and issue tokenized equity with built-in ownership structures in seconds

• Bedrock introduces Bedrock Coins: permissionless token launches with integrated KYC and BVI entity formation, powered by Solana and Meteora

• Flash Trade keeps pushing onchain forex further, with 2 bps fees and up to 500× leverage on the most popular pairs

• Tokenized shares of Galaxy go live on Kamino’s Superstate Market

• $SUI expands to Solana via Sunrise

🔧 Infra

• Tektonic Company releases the first high-throughput real time x402 BigQuery table for Solana and Base

• Anza introduces Constellation: multiple concurrent block proposers and one of the most ambitious upgrades proposed to Solana

• Anchor v1.0.0 - the first stable major release of Anchor - is live

• Solana rolls out ecosystem-wide security upgrades, including STRIDE and the Solana Incident Response Network (SIRN). Live and available to all protocols

• MagicBlock launches a Private Payments API for confidential SPL transfers

✨ Building Szn

• Solana Events announces Accelerate AI: an invite-only gathering focused on the Solana × AI frontier. May 6th, Miami

• The 2026 Solana Developer Bootcamp goes live with 12 projects and bonus lessons to make you ship at the speed of light

• Dev3pack launches a new Global Hackathon (May 8–10), with applications open until April 10

• Eitherway introduces the Superteam Earn Hackathon, kicking off ahead of Colosseum Frontier

🤖 Agents > Humans?

• SP3ND demos an AI agent purchasing from Amazon using USDC on Solana

• Introducing Colosseum Copilot: turning agents into crypto startup experts

• Onboarding devs into agent-native tooling with the Solana Agent Economy Hackathon Workshop - check it out!

• MoonPay eliminates fees on stablecoin onramps for agents. Zero fees, zero spread

• Solana Agent Skills is live: plug-and-play capabilities to build agents that know Solana

🧠 For the Overthinkers

• Solana Ecosystem Call - hosted by Sol Brothers: if you missed it live, here’s the recording

• Podcast - The Stack: Chase Barker shares his insights on perps and building on Solana

• Article - Forbes: Why Crypto Is Obsessed With AI Agents - an interview with Rishin Sharma, Head of AI Growth at Solana Foundation

• Video interview - FintechTV: Catherine Gu discusses the launch of Solana’s new developer platform SDP

• Podcast - The Stack: Febo from Anza discusses the development of the new P-Token on Solana

That’s a wrap for today.

See you again on Wednesday, April 22 - same street, new stories.

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Welcome back to a new edition of The Sol Street Journal.

In the span of just a couple of weeks, Solana celebrated its 6th birthday, got officially labeled not a security by the SEC, and continued doing what it does best: breaking records and shipping fast.

From RWAs and stablecoin growth to agents taking over, it feels like things keep accelerating… And probably, it’s because they are.

Here’s everything you need to know from internet capital markets.

👑 Milestones

• Over the past 3 and 6 months, Solana has taken the lead in stablecoin transfer volume

• Across the board, Solana now moves more stablecoin value than any other chain, with a 36% market share

• Stablecoin supply on Solana climbed past $17B, setting a new all-time high

• Developer activity on Solana is parabolic. The leading chain for shipping

• RWAs in the ecosystem have just hit a new ATH of $1.82B+ in March

• Kamino’s RWA markets crossed the $1B mark in under a year

💼 The New Home For TradFi

• Not. A. Security. The SEC officially classifies SOL as a digital commodity, placing it alongside BTC, ETH, and 14 other assets

• xStocksFi unveils a framework to connect Nasdaq’s tokenized equity markets with Solana DeFi

• House of Sol by SuperteamUK continues to expand as a hub for institutions and builders

• Citi, PwC and Solana ran a proof of concept to tokenize bills of exchange in trade finance

• From JPMorgan to Visa, the biggest players in finance showed up at Solana Accelerate Fintech NYC

• Solana Institute announces Solana Summit in NYC - Wall Street turning Sol Street

• Solana Foundation debuts SDP, together with Mastercard, Western Union, Worldpay, and 20+ infra providers: an AI and API-first platform for tokenization and payments orchestration, designed to compress product launch timelines from years to weeks

📊 DEXs & Prediction Markets

• Moonshot rolls out high-leverage trading (up to 250×) via Apple Pay

• What if sports predictions turned into a battle royale? CALLSHOT goes live on Solana

• Vanish is now live on Titan Exchange, enabling instant private trading for any token

• EasyA Kickstart introduces idea coins to launch, trade, and back early-stage projects

• Perp DEX BULK hits mainnet

• Backpack’s $BP token officially launches on Solana

• Flash Trade introduces equity perps with up to 20× leverage

• Predictefy goes live in public beta: track, trade, and arbitrage prediction markets in one place

💧 DeFi, RWAs & Payments

• Solana joins Mastercard‘s Crypto Partner Program

• Banks should be open 24/7: SurfCash is now live in Nigeria

• $AVAX token expands to Solana via Sunrise

• Exodus rolls out XO Cash: a native USD-backed stablecoin powered by Moonpay

• Hinkal goes live: privacy for every onchain action, from payments to DeFi

• Ondo Global Markets on Solana now stands at 250+ tokenized stocks, ETFs and commodities

🔧 Infra

• DoubleZero introduces Edge for real-time market data to traders and market participants

• SIMD-266 (P-Token) goes live on testnet, paving the way for 20x more efficient token transfers. Mainnet targeted for April

• LightProtocol launches Light Token SDK for payments, reducing account creation costs to $0.001

🤖 Agents > Humans?

• ANAGRAM introduces SolClaw: an AI agent framework to swap, stake, and deploy tokens on Solana using WhatsApp or Telegram

• The Solana Agent Economy Hackathon kicks off, pushing forward agent-native applications

• AgentCash launches on Solana, giving agents access to 250+ APIs funded by a single USDC balance.

• Your agent can now buy anything on Solana with AgentCard

• Alchemy APIs can now be paid in USDC directly by agents via x402. No account or signup needed.

• MoonPay releases an open-sourced wallet standard for AI agents across multiple ecosystems

✨ As If That Wasn’t Busy Enough

• Superteam partners with Network School: one free month for selected Solana builders

• Solana Incubator Cohort 4 kicks off

• Welcome, SuperteamUSA

• KAST raises $80M in Series A, co-led by QED Investors and Left Lane

• Tokens on Solana is here: 24/7 breaking news for tokens of internet capital markets

• Builder Grants from Solana Mobile are live

• Colosseum announces the Solana Frontier Hackathon, starting April 6

• Lily Liu steps in as Head of Gaming at Solana Foundation and takes over the timeline by becoming the top rage baiter of the month (yes, we all fell for it!)

🧠 For the Overthinkers

• Report - Solana Foundation: Privacy on Solana. A full-spectrum approach for the modern enterprise

• X Space - Crossmint: Building for the agentic economy

• Report - Invesco: What is Solana, and why does this digital asset matter?

• Report - Greyscale: The Stack. Six Reasons to Consider Solana

• Interview - Real Vision: Rebuilding the internet ft. Austin Federa of DoubleZero

• Interview - Real Vision: Will crypto replace banks? ft. Abra CEO, Bill Barhydt

That’s a wrap for today.

See you again on Wednesday, April 8 - same street, new stories.

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Welcome back to a new edition of The Sol Street Journal.

Geopolitical tensions, crude oil trading like a memecoin, markets unsure which direction to take… Apparently, two weeks in this economy is enough time for the world to lose its mind.

Macros aside, Solana has been busy as usual: from new AI development to milestones in RWAs, with TradFi continuing to bet on the everything chain.

Before we dive in, if you missed our last February Roundup, watch the recording here.

Now, let’s take a look at the latest updates from internet capital markets.

👑 Milestones

• For the first time, Solana flips Ethereum in total RWA holders… not bad for the “on-chain casino”, right?

• Stablecoin activity is ripping: $650B in stablecoin volume in February, more than 2× the previous ATH, spread across 9.4M holders

• Kamino surpasses $1B in total RWA market size, making it one of the biggest RWA hubs in the ecosystem

💼 The New Home For TradFi

• Crossmint partners with Western Union to bring the USDPT stablecoin on Solana to millions of users

• Bhutan Region introduces a digital nomad visa backed by Solana

• US national chartered bank SoFi introduces native Solana deposits for its 13.7M customers - yes, directly from the banking app

• Solana Company (NASDAQ: HSDT) announces investment in high-speed validator infrastructure across APAC, connecting Seoul, Tokyo, Singapore, and Hong Kong

• Worldpay, Fiserv, Cash App, Visa, Revolut, Brex, and Gusto are all settling or building stablecoin payments on Solana

📊 DEXs & Prediction Markets

• Bungee Exchange launches Bungee Incognito, enabling private swaps

• Jupiter launches Jupiter Global: seamless multichain USDC deposits across Solana, Base, Arbitrum, and Sui in a single account

• Solflare introduces PAL, a native privacy layer allowing users to send crypto without doxxing their wallet

• The Metaplex App is officially live for token discovery and project launches

• Phantom introduces ETF perpetual markets for EWY and EWJ

• MeteoraAG releases Dynamic Terminal featuring advanced LP tools

💧 DeFi, RWAs & Payments

• xStocksFi launches xChange, a swap engine connecting DeFi trading with real stock market liquidity, enabling instant xStocks swaps across Solana, Ethereum, and more

• RaenestApp adds Solana support for USDT and USDC deposits.

• Perena and Nest launch a Solana RWA vault enabling real-world yield from private credit strategies inside Perena’s Stablebank

• Backpack introduces on-chain IPO access on Solana, powered by Superstate Inc. - early access now open via waitlist

🔧 Infra

• SuperteamBR launches the Solana Vault Standard beta, an SDK to build and manage tokenized vaults

• Sphere launches Offloader Wallets API, enabling stablecoin-to-fiat conversion with full lifecycle control through a single API call

• Para, Coinbase CDP, and DFNS join Solana-keychain as community signers, adding new backend signing options for Solana developers

• Helius ships gTFA: a new standard for unifying wallet transaction histories

• Pipe Network ships SolanaCDN, an open-source client with a CDN fast lane for faster shred delivery and validator performance

🤖 Agents > Humans?

• Solana Devs releases Awesome Solana AI, a curated list of AI tools and resources to ship awesome things on Solana

• Agent Registry is here: now AI agents come with identity, reputation, and track records

• Helius launches a new stack for agents: “gm Claude, gently ship something on Solana. Make no mistakes”

• EitherwayAI introduces a describe-to-deploy tool for Solana apps - prompt and ship

• AI agents can now create email inboxes via x402, with no accounts or API keys required

• QuickNode open-sources the npm package for agentic USDC payments, enabling agents to pay across 130+ networks via Solana wallets

🧠 For the Overthinkers

• Interview - 11 AM with Seed Club: A video interview to Sheraz Shere - GM of Payments & Commerce at Solana Foundation

• Report - Greyscale: A Record Month for Solana Stablecoins

• Podcast - Lightspeed: Nick Ducoff, Head of Institutional Growth at the Solana Foundation, discusses Solana’s institutional adoption and the growth of internet capital markets

• Article - DoubleZero: Extending Solana’s Network Performance to the Edge

• Report - Finery Markets: Crypto OTC Trading Report 2026

• Video Interview - Thinking Crypto: Malcolm Clarke, VP of Digital Assets at Western Union, talks about launching stablecoins on Solana

• Report - Messari: State of Solana: Payments

That’s a wrap for today.

See you again on Wednesday, March 25 - same street, new stories.

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Welcome to Issue #10 of The Sol Street Journal, your bi-weekly pulse on everything happening on Solana.

🗓️ Before we begin, this Friday, Feb 27th at 3 pm CET we’re going LIVE on X for our Monthly Roundup. Make sure to set your reminder here!

Volatility comes and goes, building doesn’t. Accelerate APAC Hong Kong brought fresh momentum, institutions keep tokenizing, and the AI wave is expanding fast.

Let’s dive into the latest highlights.

🌏 Top Picks from Solana APAC Accelerate 2026

• Kamino, Anchorage, and Solana Company unveil on-chain borrowing on Solana without moving assets out of qualified custody

• Drift Protocol teases equity perps on Solana

• Alibaba Cloud demos high-performance Solana RPCs

• Solflare Card enables real-world payments with any SPL token, including memecoins and tokenized stocks

• Catch all the biggest moments from Accelerate APAC 2026 here

👑 Milestones

• RWAs on Solana keep breaking records, with over $1.6B TVL and +285k unique holders

• Phantom makes it to the Forbes Fintech 50 list of 2026

• Onchain asset manager OnRe Finance crosses $100M in AUM

• Helium reaches a record of 3.4 million phones connected to its network

💼 TradFi & RWAs

• Goldman Sachs discloses $108M in SOL ETF holdings

• Solana and Blockworks launch Lightspeed, crypto’s first institutional investor relations platform

• Citi turns a traditional bill of exchange into an onchain token, executing the entire life cycle on Solana

• Asgard Finance launches Credit-Backed Positions on Solana for institutional credit

• Step Finance, Remora Markets and SolanaFloor confirm shutdown following the hack that happened in January

• Matrixdock brings redeemable gold (XAUm) to Solana via Raydium

📊 DEXs & Prediction Markets

• Inframarkets launches the first energy prediction market on Solana

• $PUMP token buybacks from Pump.fun hit $300M

• WAVE goes live with zero-fee prediction markets, powered by Kalshi and DFlow

• Jupiter Exchange introduces Native Staking as Collateral on Jupiter Lend, unlocking $30 billion in Solana DeFi liquidity

💧 DeFi & Payments

• Attention markets from Zora are now live on Solana

• Altitude launches Bill Pay: pay bills directly from your stablecoin balance on Solana

• RedotPay launches a Solana card, bridging Solana’s ecosystem to the real world

🔧 Infra

• Helius introduces Gatekeeper (live in public beta): a low-latency edge gateway and unified entry point for all Helius RPC, WSS, and API traffic

• Kamino launches BuildKit, allowing apps and builders to easily embed their yield and credit through simple APIs and SDKs

• Helius introduces Wallet API (Beta) to query token balances, transactions, and identities without RPC

🤖 Agents > Humans?

• DFlow launches MCP, a trading tool for OpenClaw, Claude, Cursor, and other AI workstations

• deBridge launches its native MCP, universal trading API for AI workstations

• Jupiter introduces Agent Skills, enabling structured access to Jupiter Exchange core actions

• Sponge Wallet launches a financial stack for AI agents with bank accounts and cards, secured by Privy

• RealmsDAO launches Realms MCP, allowing AI agents to manage DAO governance and treasuries

• Hey debuts a new social network for humans and AI agents, powered by x402

🧠 For the Overthinkers

• Video Interview - Crypto Clarified: Ben Brophy and Nick Ducoff from Solana Foundation discuss scaling internet capital markets on Solana.

• Podcast - Lightspeed: Kristin Smith, President of the Solana Policy Institute, discusses U.S. crypto policy shifts, the Genius and CLARITY Acts, and regulatory clarity.

• Report - Messari: State of Solana Q4 2025

• Podcast - The Index Podcast: Zach Meltzer, founder of VeryAI, talks about Proof of Reality, on-chain identity, KYA (Know Your Agent), and why Solana could shape the future of digital trust in an AI-driven world

• Report - Lightspeed: Under Load: Solana Outperforms

• Podcast - TheCoordinate: Soubhik Deb interviews Roger Wattenhofer, Kobe Silvinsky, and Quentin Kniep about Alpenglow, a significant upgrade to Solana’s consensus and data propagation stack

That’s a wrap for Issue #10.

See you again on Wednesday, March 11 - same street, new stories.

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Welcome back to The Sol Street Journal. While Solana Accelerate APAC is in full swing, another two weeks have flown by - packed with major milestones and AI agents launching tokens, trading 24/7, and somehow enjoying better dating apps than humans?

Before we dive in, if you didn’t catch our last Solana Roundup ft. Superteam BLKN, watch the recording here.

Macro might be shaky, but conviction isn’t. Yesterday, all the Solana OGs reunited in a never-seen-before Space to say it loud: We’re NOT F***ING LEAVING. If you missed it live, go listen. It’s worth it.

Now let’s unpack the latest highlights on Solana.

👑 Milestones

• Tokenized equities on Solana hit an all-time high of $230M

• Solana accounts for 80% of x402’s weekly transaction volume

• Superteam Earn total user earnings hit $10M

• Huma Finance surpasses $10B in PayFi transactions

• Raise Network hits $11M+ monthly on-chain volume with SmartCards launch

🩷 The New Home for TradFi

• 21Shares launches JSOL, the first European ETP backed by JitoSOL

• Sharps Technology and BitGo are partnering to develop a Solana-based treasury strategy

• WisdomTree expands regulated tokenized funds to Solana

• Tessera PE unveils a tokenized private equity platform launching later this month on Solana

• Solana Foundation launches Contra: private execution infra, designed for institutions

📊 DEXs & Prediction Markets

• Polymarket launches on Solana via Jupiter, bringing unified prediction markets to one platform.

• Turbine Cash launches Solana’s first private DCA. No tracking, no front-running, complete privacy

• Derp.trade introduces leverage trading on Kalshi prediction markets

• Pumpfun acquires Vyper, with 90% cashback on Terminal for the first month

• FlashTrade introduces the first inverse Forex pairs on Solana : 500x leverage on Japanese Yen and Chinese Yuan

• SushiSwap is coming to Solana

• Epoch launches on Solana, bringing private onchain prediction markets, powered by Arcium

💧 DeFi, RWA & Payments

• $POLYMARKET launches on PreStocks: tokenized equity exposure the world’s largest prediction market, trading 24/7 on Solana

• Multiliquid partners Metalayer to introduce instant RWA redemptions on Solana

• Jupiter announces Jupiter Global at CatLampuur: real world payments onchain globally

🔧 Infra

• Arcium Mainnet Alpha goes live. The first step towards encrypted capital markets

• Dflow introduces DFlow Proof: a new way to verify real-world identity onchain, with no KYC infrastructure

• Helius launches LaserStream, extending historical data replay from 20 minutes to 24 hours

• Kora introduces reCAPTCHA v3 and Lighthouse, strengthening bot protection and fee payer security

• Gasless transactions on Solana are live on Openfort

🤖 Agents > Humans?

• A recap of the full AI agent stack on Solana - spanning infra, payments, standards, and launchpads

• Helius releases a new CLI to unlock automatic API key creation for AI agents

• Colosseum AI Agent Hackathon is live with 801 agents and 392 projects building on Solana

• Boba Agents go live as the first agent-native AI trading terminal. “Hey Claude, trade for me”

• What if AI agents did the swiping for you on dating apps? MoltMatch goes live

• AI agent Blowfish creates a token launchpad for other agents via Meteora

• Fee sharing for AI agents goes live on BAGS: create wallets, launch tokens, trade, and split fees via Moltbook usernames.

• Raydium now lets AI agents deploy token on Solana via Bankr

🧠 For the Overthinkers

A collection of reports, interviews, and long reads - all worth your bandwidth:

• Podcast - Solana is Global: Alex Scott interviews BirdEye CEO Kha on scaling crypto intelligence, data infra, and institutional products

• Video Interview - FintechTV: DJ Ha Trang, Head of Research at Birdeye, joins Remy Blaire to discuss Solana’s rapid DeFi growth and record DEX activity

• Podcast - Pantera Capital: Mason Nystrom explores the AI–crypto convergence with Pantera and Solana

• Video Interview - Lightspeed: Crypto Stress Test: An examination of market volatility, on-chain stress, fee mechanics, AI–crypto integration, and Pump.fun economics, featuring Danny, Ian Unsworth (Kairos Research), and Dan Smith (Blockworks)

• Article - Dflow: DFlow Proof: Seamless Onchain Identity

• Video Interview - Verified Investing: Nick Ducoff, Head of Institutional Growth at the Solana Foundation, joined Elizabeth Copeland to discuss the shift toward “internet capital markets”

That’s a wrap for Issue #9.

See you again on Wednesday, February 25th - same street, new stories.

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Welcome to Issue #8 of The Sol Street Journal, your bi-weekly digest on everything Internet Capital Markets.

2026 didn’t exactly ease us in gently. Global markets are shaky, geopolitics are loud, gold is hitting all-time highs, and digital gold is doing the opposite.

While macro stays noisy, Solana keeps building: RWAs expanding, new markets launching, and infrastructure rolling out.

Before we get into it: tomorrow, we’re going live for the first Solana Roundup of 2026. Join us as we discuss the latest updates of the month with guests from Superteam Balkan.

🗓️ Jan 29, 3 pm CET, live on X at @buildonparasol - set your reminders here.

👑 Milestones

• Solana’s RWA TVL hits a new all-time high above $1B

• Solana leads all L1 and L2 chains in weekly revenue and DEX volume

• PreStocks on Solana crosses $100M in volume

• Kamino’s PRIME Market, powered by HastraFi, surpasses $350M in TVL

• TrojanOnSolana web terminal crosses over 100k users in its first week

🌎 RWAs & Institutions

• Remora Markets launches tokenized ETFs for five precious metals

• Etherfuse partners with Shinhan Securities to bring Korean government bonds on Solana

• Ondo Global Markets debuts on Solana, with 200+ tokenized US stocks and ETFs available to trade on-chain

• Theo Network’s thBILL is now collateral-backed on Solana

• Oro launches Grail: the digital gold infrastructure enabling gold accounts, yield, credit, and physical redemption via simple APIs

📊 DEXs & Prediction Markets

• Ellipsis Labs launches Phoenix Perps private beta

• WIDI prediction Markets are coming to Solana, powered by Kalshi and dFlow

• DFlow API is now live on TradeFox, a prediction market aggregator and prime brokerage

• Coinbase completes Solana integration, making millions of tokens tradable on the Coinbase app via Jupiter Exchange

💧 DeFi & Payments

• Function’s FBTC launches on Solana, expanding opportunities for BTC holders

• SolStrategies introduces STKESOL, allowing users to earn diversified staking rewards without locking up their funds

• Kamino adds support for USD1 for lending and borrowing

• Solana mobile’s $SKR token goes live

• Backpack Wallet launches zero-fee swaps and bridging for Solana

• Privacy Cash introduces a multisend feature to split funds and privately send to up to 5 recipients in one go

• Solflare introduces Benefits, an easy way to check eligibility for airdrops and perks based on wallet activity

• Nansen AI makes Solana Analytics accessible to anyone for free

🔧 Infra

• Helius launches the Token Account Filter, enabling developers to query a wallet’s token transfer history with a single RPC call

• Circle Gateway is now available on Solana, providing instant, chain-abstracted USDC for better capital efficiency

• Phantom releases new Phantom Connect templates: a seamless and fast way to embed native wallets into dApps

🧠 For the Overthinkers

A collection of reports, interviews, and long reads - all worth your bandwidth:

• Video Interview - Impact Theory: Solana co-founder Anatoly Yakovenko joined Tom Bilyeu on Impact Theory to discuss the future of finance, the intersection of politics and technology, and the impact of crypto and AI

• Podcast - The Block: Accelerating retail payments on Solana with BonkX and Solstice, hosted by Kelvin Sparks

• Article - Blueshift: How Blueshift is making Solana even faster - Introducing Libcalls and JIT intrinsics, two optimizations driving performance gains in the SVM

• Video Interview - Lightspeed: Bringing State-of-the-Art Perps to Solana with Jun Bug and kdot, co-founders of BULK Trade Perp

• Documentation - Solana: Comprehensive end-to-end payment docs, from processing to advanced applications

• Report - Birdeye: Solana 2025: The Year of Internet Capital Markets

That’s a wrap for Issue #8.

See you again on Wednesday, February 11th - same street, new stories.

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Welcome to Issue #7 of The Sol Street Journal - and our first stop of 2026.

The holidays are over, inboxes are back open, and Solana wasted no time getting back to work. Breakpoint 2025 closed last year with momentum, and the new year picked up right where it left off: ETFs scaling, RWAs growing, and builders shipping.

Let’s catch up on what actually happened since the calendar flipped.

👑 Milestones

• Solana ETFs surge past $1B in AUM

• Jupiter Portfolio crosses 6M unique users in just 9 months

• Solana Mobile Season 1 closes with $2.6B volume, 9M transactions, and 265 dApps

• RWA holders on Solana surpass 125K

• Solana’s RWA ecosystem reaches a new all-time high of $873M

🩷 Institutions Are On Solana

• Morgan Stanley files Solana ETFs

• The State of Wyoming launches a fully reserved stablecoin on Solana. The first fiat-backed & fully-reserved issuance by a public entity in the US

• Kazakhstan Stock Exchange and Solana Foundation sign MoU to explore blockchain-native capital markets

📊 DEXs & Prediction Markets

• Polybro debuts a research platform for prediction markets, in collaboration with Kalshi and DFlow

• Titan Exchange integrates USDC+ by ReflectMoney as a liquidity source

• Space, the first leveraged prediction market on Solana, raises $10.5M in a public sale

• Parcl partners with Polymarket to power real estate prediction markets

💧 DeFi, Payments & RWAs

• Jupiter Exchange introduces JupUSD, a reserve-backed stablecoin

• SKR launches January 21 as Seeker Season One ends and Season Two begins, with Solana Mobile airdropping 2B $SKR

• Orb Markets goes live on the Solanamobile dApp Store!

• Ranger Finance’s ICO on MetaDAOProject concludes with over $86M committed by 8,761 contributors

• Candylabs launches an NFT marketplace and its first collection

• Twitter/X is launching Smart Cashtags, letting users post Solana tokens and view charts and news

🔧 Infra

• Solana Privacy Hackathon started on January 12, with $70,000 in prizes for building privacy-focused apps

• Inco Lightning goes live on Solana Devnet, enabling developers to build fast, confidential applications

• Jito introduces the IBRL Explorer, a community tool that analyzes block-building behavior across Solana validators and measures execution quality with detailed slot-level data

• The Framework Kit documentation for building on Solana with JavaScript is now available

• Shipping Solana Noir: Noir ZK circuits with on-chain verification for privacy primitives on Solana, powered by Reilabs Sunspot

• Introducing Kora, a Solana fee relayer and signing node that supports fee-free transactions and custom fee tokens

🧠 For the Overthinkers

A collection of reports, interviews, and long reads - all worth your bandwidth:

• Case Study - Solana: How Legacy Mesh and Solana Unified $175B in Global USDT.

• Report - Neutral Trade: Future of active portfolio management

• Podcast - Lightspeed: IBRL dashboard deep dive into Solana validator behavior, token buybacks, growth, and governance with Lucas Bruder of Jito Labs

• Article - a16zcrypto: 6 trends for 2026: Stablecoins, payments, and real-world assets

• Podcast - Talking Tokens: Jacquelyn Melinek speaks with Parker White, Chief Investment Officer at DeFi Development Corp, about how digital asset treasuries (DATs) can become on-chain equivalents of banks in the Solana economy

That’s a wrap for Issue #7.

See you again next year, on January 28th - same street, new stories.

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Happy Holidays and welcome to another edition of The Sol Street Journal.

From Abu Dhabi and beyond, the past two weeks delivered a wave of meaningful developments across Solana - capped by Firedancer going live on mainnet 🔥💃.

Breakpoint 2025 was absolute cinema - and the momentum didn’t stop at the stage. From protocol upgrades to product launches, the updates were countless, all pointing in the same direction: shipping, revenue, real returns, and execution at scale.

Let’s unpack the best of.

🏆 Metrics

• Solana ecosystem records its second straight year as the most popular blockchain

• Solana has led DApp revenue for 19 months straight

• Solana ETFs record twelve consecutive days of inflows. In this economy?

🔧 Infra

• After three years of development, Firedancer goes live on mainnet, already producing 50,000 blocks and pushing the network toward 1 million TPS

• Light Protocol announces Light Token, a new token standard on Solana that’s 200x cheaper than SPL and fully DeFi-compatible

• NEAR Intents integrates Solana into its multi-chain routing stack

• Introducing Solana Keychain, a flexible backend-agnostic signing library for TypeScript and Rust

• The x402 Starter Kit adds support for Solana

• Allora mainnet is live and available on Solana, making predictive intelligence a composable, onchain standard for smarter DeFi applications and AI agents

• Harmonic launches the first block-level Solana explorer, unlocking block-level transparency

• Magicblock Announces Four Protocol Upgrades at Breakpoint, targeting faster execution, more efficient state handling, and hardened infrastructure

📊 DEXs & Prediction Markets

• Phantom adds Kalshi prediction markets directly into the wallet

• Parasol debuts on stage at Breakpoint 2025: the zk-powered engine that makes Solana the onchain perps machine

• Drift introduces Drift V3, featuring 10x faster execution, 10x lower slippage, gasless trading, native multi-collateral perps, and a mobile app slated for Q1 next year

• Ellipsis Labs launches Phoenix Perpetuals, a new Solana-native derivatives exchange focused on performance and execution quality.

• Coinbase unlocks DEX trading for Solana tokens in-app

💧 DeFi, Payments & RWAs

• Solana Mobile unveils the Seeker Economy at Breakpoint ’25, including stack integration at the Android device chipset level and the SKR airdrop

• Solflare introduces Magic AI (Alpha), an AI-powered wallet assistant to simplify transactions, and launches Shield, a credit-card-sized hardware wallet to protect your portfolio in a single tap

• Visa introduces USDC stablecoin settlements for U.S. banks on Solana

• SLX sale goes live on Legion. SLX is the governance token of Solstice Finance, an institutional-grade infrastructure built for retail access on Solana

• Plume’s Real-world yield is live on Solana. More than 20 million users can access Plume’s native yield layer

• Ronin Wallet now supports SOL deposits for cross-chain swaps

🩷 TradFi & RWAs

• InvescoUS and Galaxy launch the Invesco Galaxy Solana ETP (QSOL), offering a regulated access to SOL

• Ondo Finance plans to introduce tokenized stocks and ETFs on Solana in early 2026.

• Forward Industries (NASDAQ: FWDI) tokenizes its SEC-registered shares on Solana via Superstate

• Lightspeed, the first dedicated investor relations platform, is coming to Solana. Early access is now available

• Bhutan launches Sovereign-Backed Tokenized Gold on Solana

🧠 For the Overthinkers

A collection of reports, interviews, and long reads - all worth your bandwidth:

• Breakpoint Talks - Kyle Samani: 199 talks at Breakpoint 2025 collected in a thread

• Video Interview - SolanaFloor: Bitwise CIO Matt Hougan explains why Solana is becoming the top institutional pick

• Solana Money Summit 2025: Fireside Chat with Mike Cagney (Figure) and Erbil Karaman (Huma Finance)

• Video Interview - SolanaFloor: Raoul Pal discusses the delayed “Banana Zone” at Solana Breakpoint

• Research - Syndica: Deep Dive on Solana DApps Revenue - November 2025

• Podcast - Sol Brothers: Why the Internet Is Broken and What DoubleZero Is Fixing with Austin Federa, DoubleZero

That’s a wrap for Issue #6.

See you again next year, on January 7th - same street, new stories.

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Welcome back to The Sol Street Journal - it’s Breakpoint week!

Solana’s biggest event of the year is kicking off in the UAE, and the heat isn’t just from the desert. Here’s a look at what’s been making noise across the ecosystem these past two weeks.

Before we jump in, check out the full Breakpoint agenda. And if you’ll be in the arena, don’t miss Neon Labs’ CEO, Ivan Bjelajac, on stage on December 12th, breaking down how ZK tech is unlocking new frontiers for Solana.

Now, let’s dive in.

🩷 ETF Szn Stays Strong

• Franklin Templeton Solana ETF: SOEZ goes live on the NYSE.

• Forward Industries partners with Sanctum to launch fwdSOL, increasing treasury flexibility, validator yield, and on-chain participation.

• Vanguard supports Solana ETFs, unlocking regulated Solana access for millions.

👑 Milestones

• Solana’s stablecoin supply reaches a new ATH, surpassing $16B.

• Solana dominates tokenized stocks with over 95% share for four months and 99% in October 2025.

• Solana RWA holders set a new all-time high, reaching 105,000!

• Solana continues to lead all L1 & L2 chains in 24-hour dApp revenue and DEX volume.

📊 DEXs & Prediction Markets

• Quantish integrates dflow’s Prediction Markets API to bring Kalshi prediction markets on-chain with Solana.

• Drift rolls out v3 with 10× faster fills and a new UI.

• Mass launches on Solana, enabling transfer of funds from stocks, perpetuals, and prediction markets with a single click.

• Titan Exchange joins xStocks Alliance, offering tokenized equities to users through Solana’s top DEX aggregator.

DeFi, Payments & RWAs

• Plume launches NestCredit vaults on Solana.

• Seeker announces SKR tokenomics and TGE date.

• Revolut integrates Solana payments, enabling 65 million users to transfer and stake SOL.

• Turbo launches public beta with TurboSOL and TurboBTC.

• Real-world yield comes to Solana with PRIME from Figure and partners.

• Solflare introduces Shield, a tap-to-use, ultra-slim hardware wallet for simple security.

• Hide My Wallet: A private stablecoin transfer with full on-chain verification is now live via Fusewallet.

• Ranger Finance introduces $rgUSD in beta with a $1M mint cap.

🔧 Infra

• Syndica unveils Sig, Solana’s third validator client. It is a fully conformant, purpose-built runtime that boosts network resilience.

• SIMD-0296: Development tools supporting large-transaction builds through the use of an ephemeral network.

• Helius joins Solana Mobile as a Guardian to help foster an open, secure, and developer-focused ecosystem.

• Crossmint launches Wallet Transfer Webhooks on Solana.

• sRFC 37: Token ACL Standard, a new permissionless access-control proposal for Solana, is now live.

• Grid Smart Transactions enters private beta, enabling secure, autonomous money movement on Solana for DeFi, fintech, wallets, automation, and agents.

• Base-Solana bridge is now live

🧠 For the Overthinkers

A collection of reports, interviews, and long reads - all worth your bandwidth:

• Article - Helius: Will quantum computing break Solana? Find out in this article what Solana would need to change to become quantum-ready.

• Podcast - Lightspeed: The Jito Endgame with Dani and Lucas Bruder of Jito Labs.

• Article - Solanafloor: How to Buy and Trade Tokenized Stocks on Solana.

• Podcast - Bits to Bricks: Amira Valiani speaks with Fredrik Ahlgren, founder of Sourceful, about the intersection of energy solutions and blockchain technology.

• Report - Marinade: Solana staking report 2025.

That’s a wrap for today!

See you again on Wednesday, December 24, the last edition of 2025 - same street, new stories.

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Welcome back to a new issue of The Sol Street Journal, your bi-weekly selection of internet capital bites.

Before we start: tomorrow, we’re back on X with our monthly Solana Recap: timeline speedrun and live reactions with guests from Kumeka Team and PotBot.

🗓️ Nov 27, 3 pm CET - Set your reminder!

The past two weeks kept the market in the red. Call it early Santa-season branding? Who knows... What we do know is that Solana didn’t take a break.

Here are the updates that cut through the noise.

🩷 ETF Szn Stays Strong

• VanEck’s Solana ETF, $VSOL, is now live and trading.

• The Canary Marinade Solana ETF $SOLC is officially live on the Nasdaq Exchange.

• 21Shares US launches $TSOL, offering US investors cost-efficient exposure to Solana, along with integrated staking features.

• Fidelity‘s $FSOL gets listed on the NYSE.

👑 Milestones

• The everything chain continues to lead all L1s and L2s in DEX volume for the 14th straight week

• Solana crosses 100,000 RWA holders

• ETFs record an 18-day streak of net inflows, reflecting sustained accumulation from institutional investors

• BitwiseInvest’s $BSOL leads the way with over $500M in AUM

📊 DEXs & Prediction Markets

• Phantom launches Phantom Terminal: a new all in one platform for pro-level trading.

• On-chain trading platform Vector is being acquired by Coinbase.

• MON (monad) lists on Solana

💧 DeFi, Payments & RWAs

• Solv Protocol, the largest on-chain BTC treasury, is now on Solana, with deposits open from November 24

• HastraFi launches on Solana: DeFi-ready RWAs with yields backed by institutional-grade products

• In its first week, the Loopscale RWA USDG Vault surpassed $10 million in deposits

• Solomon raised $102M+ through MetaDAO’s Unruggable ICOs with 6,603 participants, highlighting USDv’s security model backed by segregated, insured dollar reserves

• Cash App is set to enable USDC payments powered by Solana in early 2026

• Solflare Card is here: spend your Solana USDC instantly, anywhere Mastercard is accepted.

🔧 Infra

• Helius introduces Sender, an ultra-low-latency Solana transaction submitter enabling 0-slot landing and greater top-of-block capture.

• Jito releases BAM Explorer, a Block Assembly Marketplace that enables transparent, app-driven transaction execution.

• Umbra, the Arcium-powered privacy SDK for Solana, opens cohort applications for builders and launches the waitlist for its upcoming privacy-enabled wallet.

🧠 For the Overthinkers

A collection of reports, interviews, and long reads - all worth your bandwidth:

• Report - Superteam Germany: Download the Internet Capital Markets Report 2025

• Podcast - Bits to Bricks: Ariel Seidman, CEO of HiveMapper, discusses the development of the company’s decentralized mapping technology with Amira Valiani

• Report - VanEck: Top 5 Builders Driving Solana’s Dominance

• Podcast - Crypto Prime: Nick Ducoff, Head of Institutional Growth at the Solana Foundation, discusses the rollout of spot Solana ETFs and offers his outlook on the network’s future - ETFs, Value Prop, & the Future

That’s a wrap for today!

Thanks for reading, we’ll see you again Wednesday, December 10: same street, new stories.

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Welcome back to The Sol Street Journal. Another two weeks flew by, and - no surprise - we’ve got a lot to unpack.

Before we dive in: on October 30, we hosted our first Live on X - the Soltober Roundup. In case you missed it, here’s the recording.

Between market flips and macro noise, one truth still holds: shipping is the only alpha (Toly said it best).

Now, let’s see what’s new across the everything chain.

🩷 The New Home for TradFi

• Beyond Ethereum: global brokerage infrastructure APIs leader Alpaca has integrated with Global Dollar Network, unlocking direct USDG stablecoin access on Solana.

• Crypto and stock investing app Bitso brings USDT to Solana: instant entry into Solana’s DeFi ecosystem for LATAM users.

• ETF data: Solana spot ETFs were the only ones recording inflows this week: +$137M total, led by Bitwise’s $BSOL at $127M. Meanwhile, Bitcoin and Ethereum ETFs saw net outflows as market sentiment cooled.

• SoFi just made history as the first regulated U.S. bank to enable direct Solana purchases from checking accounts.

👑 Milestones

• Solana keeps leading stablecoin inflows - topping all chains in net volume with over $150M in a single day.

• Tokenized RWAs on Solana break a new record, climbing past $800M TVL.

• CME Group sets a future trading milestone: 17,400 SOL contracts traded on October 28, the biggest single-day volume of 2025.

📊 DEXs & Prediction Markets

• October saw over $90M in revenue flow through Solana dApps - with Pumpfun and Axiom leading the charge.

• Real-asset liquidity layer Byreal now executes native swaps via DFlowProtocol on Solana for optimized routing and settlement.

• Houdini Swap adds support for Solana.

• Prop AMM HumidiFi now drives nearly 35% of Solana’s DEX volume, surpassing $13 billion in weekly volume.

💧 DeFi, Payments & RWAs

• Welcome, MetaMask Card: users can now pay directly with $USDC and $USDT on Solana.

• Privacy-first wallet Hush with built-in ZEC bridging is launching on Solana.

• Solana joins the Blockchain Payments Consortium, working toward a $10T+ unified on-chain payment layer through standardized cross-chain stablecoin transactions.

🔧 Infra

• Harmonic debuts on Solana: a next-gen block-building engine driving innovative market structures and on-chain competition with CEXs.

• Helius introduces gTFA (getTransactionsForAddress): a 10x faster RPC method for archival data.

• Alchemy unveils a rebuilt Solana infrastructure stack, designed for institutional-scale performance.

🧠 For the Overthinkers

Handpicked collection of reports, interviews, long reads, and research - all worth your bandwidth:

• Podcast - Validated: Unpacking the True Costs of Crypto Scale — A Conversation with Austin Federa and Kevin Bowers

• Video Interview - SolanaFloor: Why institutions are turning to Solana with RockawayX CEO, Viktor Fischer

• Podcast - Bankless: x402: The Key to Internet Money, Micropayments & The AI Agent Economy with Sam Ragsdale

• Video Interview - FinTechTV: Exploring the Future of Payments and Stablecoins with Amira Valliani from Solana Foundation at Money20/20

• Report - Fortune: Described as “the best ETF launch of 2025,” Solana’s spot ETFs led the next phase of crypto integration into traditional markets, with investors moving quickly to gain exposure.

That’s a wrap for Issue #3. For continuity and deeper insights, catch up on Issue #1 and #2.

Thanks for reading, we’ll see you again Wednesday, November 26: same street, new stories.

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Welcome back to The Sol Street Journal. Pour yourself something (whatever you want, we won’t judge you) - because we’ve got a lot to unpack.

Before we dive in - tomorrow, we’re going live for the first Soltober Roundup: scrolling the timeline so you don’t have to with some real-time hot takes. Where? On X, obviously.

🗓️ Oct 30, 2 pm CET - live at @Neon_EVM. Set a reminder now so you don’t forget!

Now, back to business. The second half of October sat right at the intersection of Wall Street and Internet Capital Markets - ETF approvals, Wall Street pop-ups, and a lot of good stuff in between.

Let’s break it down.

🩷 Welcome, TradFi

• Hong Kong’s world first Solana spot ETF by ChinaAMC is officially live

• Internet Capital Markets have entered Wall Street: $BSOL, the first SEC-approved Solana staking ETF by Bitwise, is now trading on the NYSE

• Grayscale Solana Trust ETF $GSOL is also live and will start trading on the NYSE tomorrow

• Western Union, the world’s largest money transfer business, joins the crypto arms race and chooses to build exclusively on Solana. Its new stablecoin, launching in 2026, will integrate directly into its 150-country network

👑 Milestones

• The total value of tokenized RWAs on Solana hits a new ATH, crossing $700M

• Over the past week, more than $155 million worth of assets have been bridged from other chains to Solana

• Paypal’s stablecoin $PYUSD on Solana surpasses $1B

📊 DEXs & Prediction Markets

• Uniswap now supports Solana

• Jupiter introduces Ultra v3, its new end-to-end trading engine built for peak execution, plus a prediction market for the Formula1 Mexico Grand Prix, powered by Kalshi

• Everyone’s betting on betting - and Solana is delivering with a new wave of launches: worm.wtf’s permissionless prediction markets, PredX.ai’s battle-royale prediction market, Reals’ DAO governance through prediction markets.

💧 DeFi, Payments & RWAs

• Unified liquidity protocol USDT0 unlocks native $USDT deployments on Solana, linking users to nearly $170B in liquidity across chains. XAUt0, the omnichain version of Tether Gold (XAUt) is also live, accelerating Solana’s positioning as the home for RWAs.

• Gemini expands $USDC and $USDT support to Solana and launches a new credit card with 4% SOL buyback and auto-staking built in.

• Superstate partners with Backpack, making it the first CEX to list SEC-registered equities. Real stocks are coming on-chain.

• Encrypted electronic cash Zcash launches on Solana Zolana

🔧 Infra

• Helius drops a major RPC upgrade - a new distributed archival storage system that makes Solana’s historical data 1,000x faster to query. Mert: “today, Solana changes forever”

• Anza introduces proposal SIMD-0266 “Efficient Token Program” to launch pToken - an upgrade to SPL Token that cuts usage by up to 98% and frees 12% of block space for other txns. TL;DR: same tokens, more speed.

💃 Apps Just Wanna Have Fun(ds)

• a16z Crypto makes a $50M strategic investment in Solana staking protocol Jito

• MonkeDAO opens applications for MonkeFoundry, their incubator for early-stage teams building on Solana. Applications open until Nov 12.

🧠 For the Overthinkers

Here’s a curated list of long-form reads, interviews, and research worth your bandwidth:

• Report - Grayscale: Solana: Crypto’s Financial Bazaar

• Podcast - MoneyMasters: Nick Ducoff, Head of Institutional Growth at the Solana Foundation, explains how the chain is powering a new generation of financial infra. Solana: The Fastest Blockchain You’ve Never Fully Understood

• Podcast - Milk Road: Bitwise Explains Why Solana’s Setup Is the Best in 8 Years w/ Matt Hougan & Ryan Rasmussen

• Report - a16z: State of Crypto 2025: The year crypto went mainstream

• Podcast - Lightspeed: Everything You Need To Know About Meteora’s Token Launch

That’s it for today. For the full October overview, read Issue #1.

Thanks for reading through, see you again on Wednesday, November 12 - same street, new stories.

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Welcome to the first edition of The Sol Street Journal, your bi-weekly digest of selected news from Internet Capital Markets.

The past two weeks went from the glow of Token2049 to the largest crypto liquidation in history, wiping out over $19 billion in leveraged positions last Friday. Altcoin open interest got cut in half, then bounced back, with most assets already up ~85% from the lows.

As market sentiment spins its usual “it’s over / we’re back” cycle, here’s what happened on Solana.

👑 Big Weeks, Big Wins

Liquidity is chasing light speed - Solana metrics are all up and to the right:

• Solana TVL hit an all-time high of $42.4B

• Stablecoin supply crossed $16B for the first time

• The network surpassed 1 billion total accounts

• And led all major chains in real economic value for Q3 with $222M, marking four consecutive quarters at the top, according to ARK Invest’s Q3 DeFi report.

📊 DEXs & Prediction Markets

• Axiom Exchange hit $300M in cumulative revenue in 263 days, becoming the fastest crypto project ever to reach that milestone.

• PMX launched a liquidity layer for prediction markets powered by Meteora’s DAMM v2 liquidity pools.

• “Predictify everything”: hackathon winner Deplay.fun launched one-tap music prediction markets on Solana mobile.

• Umbra raised $155M through MetaDAO’s Unruggable ICOs, drawing 10,519 participants and ending up 1,169% oversubscribed against a $750M target. The sale spotlighted the potential of the futarchy model - Read more in this issue from Lightspeed.

💧 DeFi & Payments

• Keel by Sky launched its on-chain capital engine to unlock tokenized assets at scale on Solana, with capacity for up to $2.5B across DeFi and tokenized real-world assets, and plans to launch a major RWA program to drive Solana-native issuances.

• Phantom Wallet released Phantom Cash, a payments app powered by CASH stablecoin, soon to integrate with Stripe’s merchant network.

• Soltice’s delta-neutral stablecoin $USX is live: $166M in TVL on day one.

• USYC by Circle is now available as an SPL token, bringing the $700M+ tokenized money market fund that delivers yield-bearing collateral to Solana DeFi.

🔧 DePIN & Infra

• IBRL: DoubleZero is now live on mainnet-beta.

• Pipe launched on mainnet, powered by the PIPE token. By using Jito’s NCN for security and restaking existing SOL instead of running its own validators, the decentralized CDN aims to deliver faster and cheaper content without new infrastructure.

🧠 For the Overthinkers

Here’s a curated list of long-form reads, interviews, and research worth your bandwidth:

• Article - 21shares: Solana’s diverse revenue engine surpasses Ethereum’s early growth

• Guide - Capital Markets: Launching Stablecoins on Solana

• Opinion - Keel: October 10th demonstrated Solana is the Network for Scale

• Video Interview - Lightspeed: The Ultimate Solana Thesis With Michael Marcantonio (Galaxy)

That’s it for the first half of October. Thanks for reading all the way (you made it further than most traders).

See you on Wednesday, October 28 — same street, new stories.

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