The Sol Street Journal - Issue #18: All In on Solana Summer
June 24, 2026
Welcome back to a new edition of The Sol Street Journal!
Solana Summer is officially here, and it started with a bang.
SpaceX went public and onchain on the same day, becoming the #1 highest-volume market on Solana within hours. A trillion-dollar company, tradeable 24/7, on a market that never closes.
Meanwhile, the “onchain casino” got so confident it decided to sponsor the original one. The World Series of Poker is now powered by Solana.
Let’s unpack all the highlights - but first, hit play to get in the summer mood:
👑 Milestones
$SPCX becomes the #1 tokenized stock on Solana by volume, pulling in $15M+ in the first 3 hours and $108M across in 24h
Solana crosses $10B in total tokenized equity transfer volume for the first time in history
June 16 sets a new record for tokenized equities: $142M+ in spot volume in a single day, 97% of it on Solana
Solana’s RWA value crosses $3B. A new all-time-high.
Solana surpasses Coinbase and Kraken in both daily and weekly spot volume, now trailing only Binance and Bybit
Solana’s total payment volume grew 755.3% YoY. Nearly 3x the median growth rate across every fintech and L1 in the comparison
The Solana Incubator receives an all-time high of 363 applications for Cohort 5
💼 The New Home For TradFi
KG Inicis, South Korea’s largest payment platform, is bringing stablecoin payments to Solana with token-based merchant rewards to follow
Securitize expands STAC, its tokenized AAA CLO fund, to Solana in collaboration with BNY
Ethena deploys $200M into Janus Henderson’s AAA CLO fund (JAAA) on Solana via Centrifuge
Alatau City, Kazakhstan signs a memorandum of cooperation with the Solana Foundation to develop its tech ecosystem and train blockchain specialists
Moody’s credit ratings are now embedded and machine-readable onchain on Solana via Alpha Ledger, one of the world’s three major rating agencies, now bringing credit intelligence onchain
AWS content publishers can now monetize AI traffic and get paid in USDC via x402 on Solana
Toss Bank is using Solana for its global remittance and settlement PoC, with 15M customers set to experience faster, cheaper cross-border finance
Baillie Gifford launches $BAGEY on Solana — the first publicly available, fully native UK-regulated tokenized fund issued onchain
MoneyGram joins the Solana Developer Platform as an infrastructure partner and active validator, connecting its 60M+ customers to stablecoin settlement
Allfunds expands tokenized funds to Solana, bringing its 3,300+ asset managers and €1.8T in assets under administration onchain
🫡 Everything on Solana
$SPCX goes live on Solana via Sunrise, issued by Backpack Securities
Solana is the official Presenting Sponsor of the 2026 WSOP and WSOP Paradise. First-ever zero-fee crypto buy-ins via Moonpay
Kraken brings onchain trading to its core app: 2,500+ Solana tokens, no extra wallets or seed phrases required
$ARX from Arcium is now live on Solana
$MU from Micron Technology launches on Solana vis Sunrise, issued by Backpack Securities
📊 DEXs & Prediction Markets
The Solana Foundation launches the Frontier Traders VIP Program: an exclusive community for elite MMs, with rebates, priority infra, and a voice in shaping Solana’s market structure
Manic Open Beta launches on Solana mainnet
Ondo tokenized stocks are now available on Titan Exchange
Prediction markets go native on Jupiter Mobile: politics, sports, crypto, and culture, all in your pocket
💧 DeFi, RWAs & Payments
SpaceX ($SPCX) is available on Backpack Securities, Ondo Finance, xStocks, and more
Helius acquires Light Protocol to build Solana’s most complete ZK privacy layer. Private payments, markets, and finance at internet capita markets scale
Ondo Finance expands Ondo Global Markets with 173 new tokenized stocks and ETFs
Houdini Swap brings private swaps and bridging to Solana via Jumper
MetaMask integrates Titan Exchange for native Solana swaps
Neutral Trade introduces Delta Neutral Arbitrage: a $1M-capacity market-neutral strategy by Velox Trading Group, targeting 15.42% APY
✨ Builders & Community
Official guide from Solana: how to earn the retweet
Superteam Brazil keeps expanding its Solana AI Kit: a curated aggregator of agents, commands, skills, MCPs, and configs for Claude Code, Codex, and any agentic setup
Colosseum drops the latest issue of the Codex - covering how AI is reshaping hackathon culture on Solana, Scale or Die London in November, and mtnDAO X in August
Mtndao announces mtndao X, its 10th builder summit, returning to Salt Lake City in August
Superteam Ireland opens registration for Castle DAO, its builder residency in Ireland
Solana Summit APAC returns - Singapore on October 6, ahead of Token2049
Solana Summer School officially kicks off - find the lectures, keynotes, and guest talks on YouTube
The Solana Foundation launches solana.com/data - every major Solana metric under one dashboard
Solana Italy officially launches as the new ecosystem hub in Italy
Superteam Vietnam is sooo back, with a new community structure
🤖 Agents > Humans?
pay.sh ships a major update with Elicitations: agents now ping you before spending, making headless autonomous payments safe and practical
Alchemy enables direct Agent Wallet funding from its dashboard - top up your agent without leaving the platform
earnfi integrates with pay.sh: agents can now spin up social campaigns, contests, and human-verification workflows, paying contributors in USDC
Tiny Humans introduces Tiny Place - the first AI social economy for agents, where autonomous agents can discover each other, network, and transact onchain
🧠 For the Overthinkers
Mint Condition - Podcast: Western Union’s bet on on-chain settlement
Lightspeed - Podcast: Inside ORE’s evolution ft. Hardhat Chat
BAM Builder Series by Jito - Podcast: Exploring Archer Exchange with Dhrumil, co-founder and CEO
Talking Tokens - Podcast: Why collectibles are resurging on-chain, ft. Bassbuddha, Head of Marketing at Collector Crypto
Chase (Solana Foundation) - Article: Revenue and Solana’s onchain future
Mornings with Maria by Foxbusiness - Video: Clarity Act and America’s Digital Asset Leadership, ft. Solana Policy Institute president & Blockchain Association Board Chair Kristin Smith
That’s a wrap for today.
See you again on Wednesday, July 8 - same street, new stories.
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