The Sol Street Journal - Issue #8
January 28, 2026
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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