The Sol Street Journal - Issue #10
February 25, 2026
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
Capital Markets@capitalmarketsSolana’s RWA ecosystem reached a new all-time high: - $1.64B+ in tokenized value - 285K+ RWA holders Tracked asset classes include: U.S. Treasury debt, public equities, institutional alternative funds, and non-U.S. sovereign debt. Excludes stablecoins.
1:28 PM · Feb 13, 2026 · 42.2K Views6 Replies · 9 Reposts · 48 Likes
💼 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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