The Sol Street Journal - Issue #9
February 11, 2026
Welcome back to The Sol Street Journal. While Solana Accelerate APAC is in full swing, another two weeks have flown by - packed with major milestones and AI agents launching tokens, trading 24/7, and somehow enjoying better dating apps than humans?
Before we dive in, if you didn’t catch our last Solana Roundup ft. Superteam BLKN, watch the recording here.
Macro might be shaky, but conviction isn’t. Yesterday, all the Solana OGs reunited in a never-seen-before Space to say it loud: We’re NOT F***ING LEAVING. If you missed it live, go listen. It’s worth it.
Now let’s unpack the latest highlights on Solana.
👑 Milestones
Tokenized equities on Solana hit an all-time high of $230M
Solana accounts for 80% of x402’s weekly transaction volume
Superteam Earn total user earnings hit $10M
Huma Finance surpasses $10B in PayFi transactions
Raise Network hits $11M+ monthly on-chain volume with SmartCards launch
🩷 The New Home for TradFi
21Shares launches JSOL, the first European ETP backed by JitoSOL
Sharps Technology and BitGo are partnering to develop a Solana-based treasury strategy
WisdomTree expands regulated tokenized funds to Solana
Tessera PE unveils a tokenized private equity platform launching later this month on Solana
Solana Foundation launches Contra: private execution infra, designed for institutions
📊 DEXs & Prediction Markets
Polymarket launches on Solana via Jupiter, bringing unified prediction markets to one platform.
Turbine Cash launches Solana’s first private DCA. No tracking, no front-running, complete privacy
Derp.trade introduces leverage trading on Kalshi prediction markets
Pumpfun acquires Vyper, with 90% cashback on Terminal for the first month
FlashTrade introduces the first inverse Forex pairs on Solana : 500x leverage on Japanese Yen and Chinese Yuan
SushiSwap is coming to Solana
Epoch launches on Solana, bringing private onchain prediction markets, powered by Arcium
💧 DeFi, RWA & Payments
$POLYMARKET launches on PreStocks: tokenized equity exposure the world’s largest prediction market, trading 24/7 on Solana
Multiliquid partners Metalayer to introduce instant RWA redemptions on Solana
Jupiter announces Jupiter Global at CatLampuur: real world payments onchain globally
🔧 Infra
Arcium Mainnet Alpha goes live. The first step towards encrypted capital markets
Dflow introduces DFlow Proof: a new way to verify real-world identity onchain, with no KYC infrastructure
Helius launches LaserStream, extending historical data replay from 20 minutes to 24 hours
Kora introduces reCAPTCHA v3 and Lighthouse, strengthening bot protection and fee payer security
Gasless transactions on Solana are live on Openfort
🤖 Agents > Humans?
A recap of the full AI agent stack on Solana - spanning infra, payments, standards, and launchpads
Helius releases a new CLI to unlock automatic API key creation for AI agents
Colosseum AI Agent Hackathon is live with 801 agents and 392 projects building on Solana
Boba Agents go live as the first agent-native AI trading terminal. “Hey Claude, trade for me”
What if AI agents did the swiping for you on dating apps? MoltMatch goes live
AI agent Blowfish creates a token launchpad for other agents via Meteora
Fee sharing for AI agents goes live on BAGS: create wallets, launch tokens, trade, and split fees via Moltbook usernames.
Raydium now lets AI agents deploy token on Solana via Bankr
🧠 For the Overthinkers
A collection of reports, interviews, and long reads - all worth your bandwidth:
Podcast - Solana is Global: Alex Scott interviews BirdEye CEO Kha on scaling crypto intelligence, data infra, and institutional products
Video Interview - FintechTV: DJ Ha Trang, Head of Research at Birdeye, joins Remy Blaire to discuss Solana’s rapid DeFi growth and record DEX activity
Podcast - Pantera Capital: Mason Nystrom explores the AI–crypto convergence with Pantera and Solana
Video Interview - Lightspeed: Crypto Stress Test: An examination of market volatility, on-chain stress, fee mechanics, AI–crypto integration, and Pump.fun economics, featuring Danny, Ian Unsworth (Kairos Research), and Dan Smith (Blockworks)
Article - Dflow: DFlow Proof: Seamless Onchain Identity
Video Interview - Verified Investing: Nick Ducoff, Head of Institutional Growth at the Solana Foundation, joined Elizabeth Copeland to discuss the shift toward “internet capital markets”
That’s a wrap for Issue #9.
See you again on Wednesday, February 25th - same street, new stories.
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