The Sol Street Journal - Issue #7
January 14, 2026
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
Parcl Labs@ParclLabsHousing prediction markets require a different standard of data. Real-time. Settlement-grade. Independently verifiable. That’s the standard we’ve been building at Parcl Labs for the past 5 years.
5:26 PM · Jan 5, 2026 · 6.09K Views8 Replies · 19 Reposts · 91 Likes
💧 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.
Before you go, hit subscribe and let the stories come to you:
Impressive roundup showing how Solana's institutional legitimacy and developer momentum are compounding simutaneously. The fact that Morgan Stanley filed ETFs the same week Solana Mobile closed Season 1 with 265 dApps is the kind of top-down + bottom-up convergence that most ecosystems struggle to achive. Back when I was tracking early Ethereum growth, that dual-engine adoption pattern was always the leading indicator for sustained network effects, not just speculation cycles.