The Sol Street Journal - Issue #11

March 11, 2026

Mar 11, 2026

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

Solana@solana

$650B in stablecoin volume in February. More than any network. More than 2x the previous record.

11:11 AM · Mar 8, 2026 · 121K Views

252 Replies · 324 Reposts · 1.34K Likes

💼 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

Capital Markets@capitalmarkets

Visa. Worldpay. Western Union. Fiserv. Cash App. Revolut. Brex. Gusto. All settling or building stablecoin payments on Solana. 35+ stablecoins across 7+ currencies. $16.2B stablecoin supply. 42% YoY growth. 46% of all L1 stablecoin transfer volume. h/t @MessariCrypto

4:16 PM · Mar 6, 2026 · 31.7K Views

51 Replies · 73 Reposts · 312 Likes

📊 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

Solflare - The Solana Wallet@solflare

Introducing Privacy Aggregator Layer (PAL) A new standard for Solana. Solflare is the first wallet with a native built-in privacy layer. PAL’s first feature Private Send (app + extension), lets you send crypto without revealing your wallet to the recipient: • Optional per

2:18 PM · Mar 2, 2026 · 396K Views

270 Replies · 270 Reposts · 1.28K Likes

💧 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

xStocks@xStocksFi

Introducing xChange Stock market liquidity, onchain, atomically. On Solana, Ethereum, Ink and more coming.

1:38 PM · Mar 5, 2026 · 119K Views

74 Replies · 51 Reposts · 472 Likes

🔧 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

Pipe Network@pipenetwork

The fastest path to shreds is now live - and it's free Introducing: SolanaCDN • Open-source client with built-in acceleration layer • Redundant block delivery outperforms Turbine • CDN layer from Pipe, provided as a public good Here's how it works 🧵

2:04 PM · Feb 26, 2026 · 215K Views

33 Replies · 19 Reposts · 124 Likes

🤖 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