This week, Solana went from everything to everywhere. From the check-in counters at Tokyo Haneda Airport to the traditional trading floors and into the hands of AI agents, Solana is the backbone for it all. Here's what happened this week: 📰 Headline News - @WisdomTreeFunds expanded its full suite of regulated tokenized funds to Solana - @21shares launched JSOL, the first European ETP backed by @jito_sol - @SolanaFndn unveiled Contra, a new enterprise payment stack 📰 Launches - @SolanaConf Accelerate USA lands in Miami on May 5, 2026 - @moonbirds, @Mantle_Official, @infinex, and @HyperliquidX tokens went live on Solana - @JupiterExchange shipped Jupiter Global with QR Pay, Virtual Currency Accounts and USDC Credit Card - @WEAJapan’s first USDC retail pilot launched at Tokyo Haneda Airport on Solana - @TradeNeutral has launched JLP Delta Neutral - @HalbornSecurity released the SSTS open-source framework for compliant onchain securities - @fuseenergy demoed its Energy Network product - @SuperstateInc's USCC went live as a collateral on @Kamino - @Polymarket launched on Jupiter, bringing the predictions platform to Solana for the first time - @MarinadeFinance introduced Dynamic Commission for validators to set custom rates - @GhostWareOS shipped GhostSwap, a private cross-chain swap - @SolanaFloor launched an institutional livestream - @mtndao summit started at Salt Lake City - @bulktrade released 500 testnet access passes 📰 Milestones - Tokenized stock value on Solana hit an ATH of $230M - @orogoldapp TVL surged past $3M - @RemoraMarkets crossed $7M in TVL - @encifherio reached 14M volume in private beta If you enjoyed this week’s newsletter, please share it with an RT. This week's cover art by @inkartluis 🔥

Name & Symbol: Infinex ($INX)
Address: 0x45f55b46689402583073ff227b6ac20520052a24

This week, Solana went from everything to everywhere. From the check-in counters at Tokyo Haneda Airport to the traditional trading floors and into the hands of AI agents, Solana is the backbone for it all. Here's what happened this week: 📰 Headline News - @WisdomTreeFunds expanded its full suite of regulated tokenized funds to Solana - @21shares launched JSOL, the first European ETP backed by @jito_sol - @SolanaFndn unveiled Contra, a new enterprise payment stack 📰 Launches - @SolanaConf Accelerate USA lands in Miami on May 5, 2026 - @moonbirds, @Mantle_Official, @infinex, and @HyperliquidX tokens went live on Solana - @JupiterExchange shipped Jupiter Global with QR Pay, Virtual Currency Accounts and USDC Credit Card - @WEAJapan’s first USDC retail pilot launched at Tokyo Haneda Airport on Solana - @TradeNeutral has launched JLP Delta Neutral - @HalbornSecurity released the SSTS open-source framework for compliant onchain securities - @fuseenergy demoed its Energy Network product - @SuperstateInc's USCC went live as a collateral on @Kamino - @Polymarket launched on Jupiter, bringing the predictions platform to Solana for the first time - @MarinadeFinance introduced Dynamic Commission for validators to set custom rates - @GhostWareOS shipped GhostSwap, a private cross-chain swap - @SolanaFloor launched an institutional livestream - @mtndao summit started at Salt Lake City - @bulktrade released 500 testnet access passes 📰 Milestones - Tokenized stock value on Solana hit an ATH of $230M - @orogoldapp TVL surged past $3M - @RemoraMarkets crossed $7M in TVL - @encifherio reached 14M volume in private beta If you enjoyed this week’s newsletter, please share it with an RT. This week's cover art by @inkartluis 🔥

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

This week, Solana went from everything to everywhere. From the check-in counters at Tokyo Haneda Airport to the traditional trading floors and into the hands of AI agents, Solana is the backbone for it all. Here's what happened this week: 📰 Headline News - @WisdomTreeFunds expanded its full suite of regulated tokenized funds to Solana - @21shares launched JSOL, the first European ETP backed by @jito_sol - @SolanaFndn unveiled Contra, a new enterprise payment stack 📰 Launches - @SolanaConf Accelerate USA lands in Miami on May 5, 2026 - @moonbirds, @Mantle_Official, @infinex, and @HyperliquidX tokens went live on Solana - @JupiterExchange shipped Jupiter Global with QR Pay, Virtual Currency Accounts and USDC Credit Card - @WEAJapan’s first USDC retail pilot launched at Tokyo Haneda Airport on Solana - @TradeNeutral has launched JLP Delta Neutral - @HalbornSecurity released the SSTS open-source framework for compliant onchain securities - @fuseenergy demoed its Energy Network product - @SuperstateInc's USCC went live as a collateral on @Kamino - @Polymarket launched on Jupiter, bringing the predictions platform to Solana for the first time - @MarinadeFinance introduced Dynamic Commission for validators to set custom rates - @GhostWareOS shipped GhostSwap, a private cross-chain swap - @SolanaFloor launched an institutional livestream - @mtndao summit started at Salt Lake City - @bulktrade released 500 testnet access passes 📰 Milestones - Tokenized stock value on Solana hit an ATH of $230M - @orogoldapp TVL surged past $3M - @RemoraMarkets crossed $7M in TVL - @encifherio reached 14M volume in private beta If you enjoyed this week’s newsletter, please share it with an RT. This week's cover art by @inkartluis 🔥

Name & Symbol: Moonbirds ($BIRB)
Address: G7vQWurMkMMm2dU3iZpXYFTHT9Biio4F4gZCrwFpKNwG

1/ $USCC is now live as eligible collateral on @Kamino, the largest lending platform on @solana. Why it matters: tokenized, regulated funds are starting to behave like onchain building blocks, not idle holdings. This unlocks greater capital efficiency and collateral utility. https://t.co/pjaB21dFVJ

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Japan’s first Web3 USDC in-store payment pilot has officially launched at Tokyo Haneda Airport 🇯🇵✈️ 👏Huge thanks to all our partners for making this milestone a reality at participating merchants in Haneda Airport @Haneda_official Terminal 3. Operated by @Kouhou_NSS , with @WEAJapan providing a QR-based USDC payment solution using USDC issued on @solana . Users pay via wallet-generated QR codes, while merchants settle seamlessly in JPY via StarPay. The underlying technology is powered by @netx_world. 📅Pilot Period Jan 26 – Feb 28, 2026 👉Full details on Medium: https://t.co/3rbUE0396k As global stablecoin adoption continues to grow, this pilot marks another major step forward for #USDC in real-world retail payments. Together with ecosystem partners, #WEA will keep advancing compliant stablecoin payments—bringing fair financial access to more people through digital assets. 🎁Drop by the participating stores, try paying with USDC, and join our ongoing payment campaigns and rewards. #Web3 isn’t just online anymore — experience it in the real world.🚀 #Web3Payments #Stablecoin #USDC #RealWorldAssets #Solana #WEA #NETX #Netstars #SOL #RWA #HanedaAirport

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

we just rolled out Solana integration in the Stoodio. your $DOOD balance is now visible, and Doopies are showing up in your collection. this is the first in a series of updates we’re pushing to the Stoodio throughout Q1. more soon. https://t.co/x4umTWgQ9W

Name & Symbol: Doodles ($DOOD)
Address: 0x722294f6c97102fb0ddb5b907c8d16bdeab3f6d9

ECOSYSTEM MILESTONE: Powered by Chainlink Data Streams, @HastraFi’s PRIME market—including @Phantom's CASH—has surpassed $350M in TVL, making it the leading lending market on @kamino and one of the largest across @solana.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Play Solana is excited to announce the first edition of the Matrix Hackathon 👾 A massive $50,000 prize pool is up for grabs, including PSG1s, devkits, and more. In collaboration with: @jup_mobile @JupiterExchange @Arcium @metaplex @magicblock @GameShiftGG powered by @solana Our mission: accelerate the next generation of on-chain games and gamified apps. Registration opens December 21st.

Name & Symbol: Metaplex ($MPLX)
Address: 0x75a5863a19af60ec0098d62ed8c34cc594fb470f

Exploring Solana Ep. 4: @onrefinance Alternative RWA yield-bearing tokens dominated Q3 & Q4. OnRe brings tokenized reinsurance and has already reached over $69M in AUM. I met with @Ayyanrahman, co-founder, to discuss ONyc token, and reinsurance tokenization on @solana 👇 00:00 Intro 4:17 Idea behind OnRe 6:54 Ecosystem 12:17 Where does yield come from 15:55 Why Solana 19:30 Future expansion beyond Solana 23:20 Bear market 26:03 RWA challenges on Solana

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

New episode with @Ian_Unsworth @Teddy_oost @Kairos_Res out now! We discuss: - Running a validator - What's next in 2026? - Solana's inflation rate - @solana perps in 2026 - Hyperliquid vs Lighter, token buybacks & more! Timestamps: 00:00 Introduction 02:15 Running A Validator 14:18 Peaq Ad 14:44 Sablier Ad 15:12 Solana’s Inflation Rate 21:35 Crypto In 2026 28:23 The Path Forward For Pump Fun 35:59 Lighter vs Hyperliquid 45:26 Token Buybacks 52:32 Peaq Ad 52:58 Sablier Ad 53:27 The Hyperliquid Stablecoin Strategy 57:26 Solana Perps In 2026

Name & Symbol: peaq ($PEAQ)
Address: 0x8b9ee39195ea99d6ddd68030f44131116bc218f6

Markets may be in holiday mode, but capital activity on Solana didn't pause. ETF inflows continued, tokenized equities hit new highs, stablecoins launched. Here’s the last weekly newsletter of the year: - @Figure’s PRIME market deposits on @kamino surpassed $130M - Tokenized stock value on Solana hit a new all-time high of ~$185M - @OpenEden_X launched cUSDO, a treasury-backed stablecoin - Solana ETFs saw 15 consecutive days of inflows, crossing $766M total - @xStocksFi tokenized Tesla equity (TSLAx) exceeded $50M value on Solana - RWA holders on Solana surpassed 124K (an ATH) - @Sunrise_DeFi opened issuer applications to bring assets to Solana with day-one liquidity - @orogoldapp grew to 5K+ GOLD holders Have a great year ahead 🫡

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Markets may be in holiday mode, but capital activity on Solana didn't pause. ETF inflows continued, tokenized equities hit new highs, stablecoins launched. Here’s the last weekly newsletter of the year: - @Figure’s PRIME market deposits on @kamino surpassed $130M - Tokenized stock value on Solana hit a new all-time high of ~$185M - @OpenEden_X launched cUSDO, a treasury-backed stablecoin - Solana ETFs saw 15 consecutive days of inflows, crossing $766M total - @xStocksFi tokenized Tesla equity (TSLAx) exceeded $50M value on Solana - RWA holders on Solana surpassed 124K (an ATH) - @Sunrise_DeFi opened issuer applications to bring assets to Solana with day-one liquidity - @orogoldapp grew to 5K+ GOLD holders Have a great year ahead 🫡

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

It's the last weekly newsletter of the year. In 2025, we accelerated, we trenched, we cried, we laughed, and we shipped. Solana delivered thousands of new products, partnerships, launches, and historic milestones. In 2026, we go faster. 📰 Headline News - @phantom prediction markets opened for all eligible users powered by @dflow and @Kalshi - @solflare introduced zero-fee prediction markets - @SolanaFndn released Kora for fees paid in any token - @Sunrise_DeFi opened issuer applications to bring assets to Solana with day-one liquidity 📰 Launches - @TryNoahAI released V2 featuring X402 payments on Solana - @theprivacycash enabled private ZEC transfers on Solana - @OpenEden_X launched cUSDO, a treasury-backed stablecoin - @colosseum revealed its 4th accelerator cohort - @cuemarket debuted pop culture prediction markets - @bandsdotfun enabled users to launch their own Creator ETFs - @IndexifyApp opened its public beta for creating and trading asset "Stacks" - @Orb_Markets added tracking for DeFi and prediction market positions - @fundamental_fi went live to track real, verifiable DeFi yields - @deplaydotfun enabled Telegram users to buy or gift Solana tokens via Telegram Stars - @mert shipped a nifty Solana price tracking app 📰 Milestones - @Figure’s PRIME market deposits on @kamino surpassed $130M - Tokenized stock value on Solana hit a new all-time high of ~$185M - Solana ETFs saw 15 consecutive days of inflows, crossing $766M total - @orogoldapp grew to 5K+ GOLD holders - @xStocksFi tokenized Tesla equity (TSLAx) exceeded $50M value on Solana - RWA holders on Solana surpassed 123K See you next year.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

It's the last weekly newsletter of the year. In 2025, we accelerated, we trenched, we cried, we laughed, and we shipped. Solana delivered thousands of new products, partnerships, launches, and historic milestones. In 2026, we go faster. 📰 Headline News - @phantom prediction markets opened for all eligible users powered by @dflow and @Kalshi - @solflare introduced zero-fee prediction markets - @SolanaFndn released Kora for fees paid in any token - @Sunrise_DeFi opened issuer applications to bring assets to Solana with day-one liquidity 📰 Launches - @TryNoahAI released V2 featuring X402 payments on Solana - @theprivacycash enabled private ZEC transfers on Solana - @OpenEden_X launched cUSDO, a treasury-backed stablecoin - @colosseum revealed its 4th accelerator cohort - @cuemarket debuted pop culture prediction markets - @bandsdotfun enabled users to launch their own Creator ETFs - @IndexifyApp opened its public beta for creating and trading asset "Stacks" - @Orb_Markets added tracking for DeFi and prediction market positions - @fundamental_fi went live to track real, verifiable DeFi yields - @deplaydotfun enabled Telegram users to buy or gift Solana tokens via Telegram Stars - @mert shipped a nifty Solana price tracking app 📰 Milestones - @Figure’s PRIME market deposits on @kamino surpassed $130M - Tokenized stock value on Solana hit a new all-time high of ~$185M - Solana ETFs saw 15 consecutive days of inflows, crossing $766M total - @orogoldapp grew to 5K+ GOLD holders - @xStocksFi tokenized Tesla equity (TSLAx) exceeded $50M value on Solana - RWA holders on Solana surpassed 123K See you next year.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

New episode out now! @defi_kay_ @smyyguy @0xcarlosg We discuss: - The state of prop AMMs - Do moats in crypto exist? - Crypto's token vs equity dilemma - Onchain equities & more! Timestamps: 00:00 Introduction 01:02 The State of Prop AMMs 11:55 Peaq Ad 12:21 Sablier Ad 12:50 How To Build A Moat In Crypto? 22:56 Crypto’s Token Dilemma 44:36 Peaq Ad 45:03 Sablier Ad 45:31 Onchain Equities

Name & Symbol: peaq ($PEAQ)
Address: 0x8b9ee39195ea99d6ddd68030f44131116bc218f6

New episode out now! @defi_kay_ @smyyguy @0xcarlosg We discuss: - The state of prop AMMs - Do moats in crypto exist? - Crypto's token vs equity dilemma - Onchain equities & more! Timestamps: 00:00 Introduction 01:02 The State of Prop AMMs 11:55 Peaq Ad 12:21 Sablier Ad 12:50 How To Build A Moat In Crypto? 22:56 Crypto’s Token Dilemma 44:36 Peaq Ad 45:03 Sablier Ad 45:31 Onchain Equities

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

We’ve built Groupon on @solana, except the incentive is upside, not discounts. We launched with @MonkeDAO & in 4 days: • $620k+ GMV • 7,000+ plushies sold • $20k+ in buyer rewards accrued Nomu is an RWA marketplace where buyers share the upside of what they buy. Our aim is to turn your spending into working capital, customers become partners, & brands get loyal advocates. Ecommerce can be aligned.👇

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Solana is very quietly becoming the 'Everything' platform Not only can you trade native SPLs, RWAs, or tokenized stocks. You can now trade many crypto assets, regardless of where they originated decentralized Nasdaq loading...

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Institutions are entering crypto on-chain through vault-curation. 7-12% yields are attractive enough beyond the 4-6% staking hurdle rate and risk-curated by sophisticated managers to not be too risky. Vault-curated TVL on EVM (& others excl Solana) exploded 20x since late-2023 -> peaking at $10B (see the shaded grey chart). On @solana, we're only getting started; it currently only has ~12% of TVL in risk-curated vaults. There's one big winner on Solana emerging with majority of TVL: @kamino -> see their growth in green.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Solstice Finance, a leading stablecoin protocol on @solana, has selected Ondo's OUSG as collateral for its USX stablecoin. OUSG holds a diversified basket of institutional tokenized U.S. Treasury funds from the world’s most trusted asset managers, including BlackRock, Fidelity, Franklin Templeton, State Street, WisdomTree, and Wellington Management. By aggregating the 24/7 stablecoin liquidity available across many of these funds, it makes this liquidity accessible for both OUSG holders and, through Ondo Nexus, holders of those third-party funds. Since launch, OUSG has surpassed $820M in total value locked by delivering: → Instant, 24/7 subscriptions & redemptions → Daily interest accruals → Multi-chain support → Low fees @solsticefi adopting OUSG as a stable source of yield marks another key step forward in the adoption of OUSG as high-quality collateral across the onchain economy.

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

*deep breath* HERE ARE ALL OF THE 2025 @Solana BREAKPOINT NEWS/ANNOUNCEMENTS IN ONE PLACE: ✨Day 1 (December 11) - Focus: Institutional Convergence and RWAs✨ - @jpmorgan arranged U.S. commercial paper issuance for @galaxyhq on Solana. - @coinbase previewed in-app DEX trading for Solana tokens. - Bhutan will tokenize its sovereign gold reserves onchain on Solana. - @StateStreetIM and @Galaxyhq to debut a tokenized private liquidity fund on Solana. - @Blockworks_ and @SolanaFndn unveiled Lightspeed, crypto's first investor relations platform. - @ellipsis_labs introduced Phoenix Perpetuals, a Solana-native perps exchange. - @animocabrands announced it will tokenize its equity via @joinrepublic. - Marketnode and LionGlobal to bring their Singapore Physical Gold Fund on chain. - @solflare gifted its Shield hardware wallet to all Breakpoint attendees. - @xStocksFi opened xPort for institutions to mint tokenized stocks from real-world equities. - @keel_fi announced a $500m fund for Solana RWAs. - @solsticefi confirmed its upcoming TGE. - @doublezero rolled out a validator referral program. - @osldotcom announced USDGo, a regulated stablecoin on Solana. - @KyleSamani from @multicoin introduced ACE to enable custom transaction ordering on a shared state. - @JupiterExchange acquired @RainFi_ and debuted the JupUSD stablecoin. - @galaxyhq positioned Solana as the only chain capable of scaling tokenized securities. - @jerallaire, CEO of @circle, highlighted Solana's USDC volume supremacy and infrastructure adoption. - @Paxos filed for SEC clearing agency status to issue native onchain assets. - @sanctumso previewed a mobile app offering up to 10% APY. - @SGB_app enabled minting and redeeming USDC and USDT on Solana. - @wormhole reported ~$12B in bridged assets to date and ~300K new users entering Solana this year. - @altitude announced CFO Stack, a suite of tools streamlining financial operations. - @anza_xyz highlighted Solana’s sustained uptime, processing 200B transactions in 2 years, surpassing all other chains combined. - PT-sUSDe by @pendle_fi is coming to Solana and landing on Kamino, powered by @Chainlink CCIP. - @dYdX launched a Solana Spot DEX with zero fees.

Name & Symbol: DoubleZero ($2Z)
Address: J6pQQ3FAcJQeWPPGppWRb4nM8jU3wLyYbRrLh7feMfvd

*deep breath* HERE ARE ALL OF THE 2025 @Solana BREAKPOINT NEWS/ANNOUNCEMENTS IN ONE PLACE: ✨Day 1 (December 11) - Focus: Institutional Convergence and RWAs✨ - @jpmorgan arranged U.S. commercial paper issuance for @galaxyhq on Solana. - @coinbase previewed in-app DEX trading for Solana tokens. - Bhutan will tokenize its sovereign gold reserves onchain on Solana. - @StateStreetIM and @Galaxyhq to debut a tokenized private liquidity fund on Solana. - @Blockworks_ and @SolanaFndn unveiled Lightspeed, crypto's first investor relations platform. - @ellipsis_labs introduced Phoenix Perpetuals, a Solana-native perps exchange. - @animocabrands announced it will tokenize its equity via @joinrepublic. - Marketnode and LionGlobal to bring their Singapore Physical Gold Fund on chain. - @solflare gifted its Shield hardware wallet to all Breakpoint attendees. - @xStocksFi opened xPort for institutions to mint tokenized stocks from real-world equities. - @keel_fi announced a $500m fund for Solana RWAs. - @solsticefi confirmed its upcoming TGE. - @doublezero rolled out a validator referral program. - @osldotcom announced USDGo, a regulated stablecoin on Solana. - @KyleSamani from @multicoin introduced ACE to enable custom transaction ordering on a shared state. - @JupiterExchange acquired @RainFi_ and debuted the JupUSD stablecoin. - @galaxyhq positioned Solana as the only chain capable of scaling tokenized securities. - @jerallaire, CEO of @circle, highlighted Solana's USDC volume supremacy and infrastructure adoption. - @Paxos filed for SEC clearing agency status to issue native onchain assets. - @sanctumso previewed a mobile app offering up to 10% APY. - @SGB_app enabled minting and redeeming USDC and USDT on Solana. - @wormhole reported ~$12B in bridged assets to date and ~300K new users entering Solana this year. - @altitude announced CFO Stack, a suite of tools streamlining financial operations. - @anza_xyz highlighted Solana’s sustained uptime, processing 200B transactions in 2 years, surpassing all other chains combined. - PT-sUSDe by @pendle_fi is coming to Solana and landing on Kamino, powered by @Chainlink CCIP. - @dYdX launched a Solana Spot DEX with zero fees.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Ondo, with ~$2 billion in tokenized stocks, ETFs, and bonds, is expanding to Solana 🔥

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

this was my fifth @SolanaConf and I felt reinvigorated being a part of it all. @platis_e continues to outdo herself year after year. here were my highlights - > @luciddrakes Drakes on top event featuring some of the deepest builders on @solana. IYKYK. > joining @solflare Finality One; never would I have thought that I’d be able to help shape the future of the wallet that I use almost every day. purposely waiting until I get home before setting up the new Shield cause I want to do set it up properly to properly give feedback. thank you @callahan_dks for the thoughtfulness you put into everything > staying with @MonkeDAO 🍌 friends at the MonkeHotel daily and ending the conference in the desert dunes 🏜️. thank you @jemmmyjemm @decircusmaster @bibseebliss @moon_settler and the whole monke team for continuing to work tirelessly for the community > watching countless @sec3dev partner projects like @ZeusNetworkHQ @Titan_Exchange @keel_fi @kamino @byreal_io and others with amazing announcements across multiple stages - we are always here to continue to support your security > seeing local @SuperteamCAN, especially @solvancouver community members winning @colosseum hackthon placements - https://t.co/KDGBqEjzHi, https://t.co/cMZXQcR5Hg, @condortrade - so proud of your success, congratulations!! thanks @supersimon77 for continuing to believe in canadians 🇨🇦 > fellow @luciddrakes @matija_sol and @ig0r_sol winning multiple placements - never stop the grind - you’re both amazing builders > ventures portcos @EatwithNomu also placing in the consumer track - can’t wait for the monke plushies @DLophem is one of the most charasmatic person i know. seeing @moonwalkfitness promoting fitiness and yes, i still owe you that 🥩@DeFi_Tuna @CavemanDhirk > excited to see @seedplex_io launching soon with regulatory tailwinds - let’s change how token economies work until the next one, friends 🫶

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

BREAKING: @y2kappa from @kamino announces fixed rate, fixed term borrowing, and borrow intents, which allow for price discovery on interest rates onchain 🔥 https://t.co/JrzCMByGvw

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Unified margin accounts unlock idle liquidity by empowering users from protocols like @kamino and @Loopscale to trade lend/borrow positions as collateral on BULK "Sign with a single message, no need for tokenisation, moving or rebalancing" Unified margin, Unifies @solana https://t.co/zbVjqxTB2a

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

We said "Fuck the waitlist" Pull up The alpha is insane We got: Phoenix Jito Gauntlet Drift Kamino Meteora Titan Dflow And so many more coming up 💜💰 https://t.co/gM7698BMc7

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

We said "Fuck the waitlist" Pull up The alpha is insane We got: Phoenix Jito Gauntlet Drift Kamino Meteora Titan Dflow And so many more coming up 💜💰 https://t.co/gM7698BMc7

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

We said "Fuck the waitlist" Pull up The alpha is insane We got: Phoenix Jito Gauntlet Drift Kamino Meteora Titan Dflow And so many more coming up 💜💰 https://t.co/gM7698BMc7

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

"Solana is becoming the world's exchange. Something we recently built is this DEX called @humidifi, and it's quoting tighter spreads than Binance; average fills of just a few BIPs." -@HypoNyms https://t.co/ygBO9knEbp

Name & Symbol: Humidifi ($WET)
Address: WETZjtprkDMCcUxPi9PfWnowMRZkiGGHDb9rABuRZ2U

PT-sUSDe by @pendle_fi is coming to Solana, powered by @Chainlink CCIP. Ethereum’s flagship yield asset is entering Kamino and unlocking new opportunities across @solana's growing DeFi ecosystem. This sets a new bar for secure cross-chain expansion via Chainlink CCT standard. https://t.co/KieRw0vLRs

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

It's here 🙌 The Everything-Onchain Era: A RWA Spectrum Report, co-authored by @inside_r3 with strategic support from @centrifuge and @xStocksFi is now LIVE. Key highlights 🧵 https://t.co/xlSGDMMHI3

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Welcome to a new phase of Meteora. It’s time to make liquidity easier than ever. Coming Q1 2026. https://t.co/4s3rf7mWy0

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

If you predicted the ecosystem was saving all the sauce for Abu Dhabi, you forgot that Solana builders drown out the noise and just ship. 🚢 Solana opened a bridge to RWAs, neobanks, prediction markets, and the NYSE. With 3 days to go until Breakpoint, this next week will truly be one of the biggest in our history. Here's everything we remember that happened: 📰 Headline News - All @Kalshi prediction markets are now tokenized on Solana by @dflow - @Revolut integrated Solana for its 65M users - @Figure formed an RWA Consortium to bring $1B/month in onchain loans via @HastraFi - @plumenetwork deployed @NestCredit vaults on Solana for real-world yield - @FTDA_US’s Solana ETF went live on the NYSE - @Vanguard_Group unlocked Solana ETFs for its 50M clients - Solana claimed the #1 spot for x402 payments with 750% WoW growth 📰 Launches - @DriftProtocol released v3 with 10x faster fills and a new UI - @HastraFi debuted PRIME, bringing institutional-grade, real-world yields on chain - @solanamobile announced its upcoming TGE - @FlashTrade enabled up to 10x leverage trading for tokenized equities via @RemoraMarkets - @SquadsProtocol shipped Grid Smart Transactions for automated money movement - @fusewallet enabled privacy-focused stablecoin transfers - @FWDind tapped @sanctumso to launch the fwdSOL LST - @drip_haus unveiled a social feed - @Syndica announced Sig, a new validator client - @anoncoinit shipped private payments on X - @AxiomExchange launched axiSOL powered by @harmonic_gg - @Solmate announced the planned acquisition of @Rockaway_X - @solflare opened pre-orders for its Shield NFC hardware wallet - @Fundl kickstarted a raise for @SOLYD_STORE poker sets - @levelterminal created a prediction markets terminal - @mobyagent enabled one-tap buys for private stocks via @PreStocks - @massdotmoney made a unified app for one-click transfers and off-ramps - @x402monopoly launched an economy simulation game - @sparkdotfun created Spotify wrapped for wallets - @doodles announced 25K Doopie cubes - @LaunchOnSoar unveiled its Frequent Flyers Program - @NousResearch released Hermes 4.3, post-trained on the Solana-secured Psyche network 📰 Milestones - Solana stablecoin supply hit $16B, new ATH - @MarinadeFinance Select crossed 3.1M SOL TVL - @americadotfun hit $75M in trading volume - @rush_trade_app logged $700M volume - @fin, new high-dollar payments product raised $17M - @humidifi raised $1.5 million onchain in 78 seconds - @perena crossed $30M in TVL - @asgardfi secured a $2.2M seed round led by @robotventures - @TheGivingBlock processed $7M+ in SOL donations year-to-date See you at Breakpoint.

Name & Symbol: Doodles ($DOOD)
Address: 0x722294f6c97102fb0ddb5b907c8d16bdeab3f6d9

What happens when legends get together to bring RWAs onchain? The VitalFi team is already in the UAE for @SolanaConf and had the pleasure to hang out with @_notwen_ from @JanusFreight 🇦🇪 Two RWA projects, building to make onchain liquidity fuel real-world growth! https://t.co/7i5BjACSYQ

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

I took my team to Accelerate in May when R3 joined the Solana ecosystem. Extraordinarily impressive - especially the v high signal tech track. So a lot of self-imposed pressure for my own talk about R3’s forthcoming RWA protocol on the tech stage at Breakpoint!

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Incredibly excited to bring @NestCredit and our institutional grade RWAs from @WisdomTreeFunds @hamilton_lane @Securitize @SuperstateInc @blackopal_fi and more to @solana ecosystem. When we started Plume we had 1 simple goal -- to grow crypto. To bring RWAs to crypto, we had to first make these assets feel like crypto. There was very little at the time, so we had to build the first RWA focused chain, build out an ecosystem to support these RWAs, and in turn we built the largest community & holderbase in RWAs. But that was just the starting point. We've always had a deep respect and appreciation for both what @solana has built and how they have built it. And so we couldn't be more grateful to get a chance to work with the great folks there and build alongside these legends. The Solana community is different than most and deserves special recognition. And so that's why we are natively deploying Plume products and building for the @solana ecosystem. And we're not going to half ass our work here -- we want to help grow RWAs on Solana and integrate @NestCredit with great protocols like @Loopscale @SquadsLabs @JupiterExchange and more so these assets feel like Solana assets and deliver the experience that the Solana community deserves. People have asked me why build on another chain when we also have one. The point again is simple -- we started Plume to grow crypto. And unlike most that just want to grow their own ecosystem, we believe that by growing all of crypto then we all grow and win as a result. Bringing the world onchain is a tall order and we'll get there much faster together. Shoutout to @nickducoff @vibhu and the team there who have always been supportive and great friends to the goons from the start. Bullish Solana. Bullish Plume. Catch you all in the desert fam

Name & Symbol: Plume ($PLUME)
Address: 0x4c1746a800d224393fe2470c70a35717ed4ea5f1

So not only can you go to @HastraFi on @solana to buy wYLDS and stake that wYLDS to earn a return backed by @Figure HELOCs that are on @provenancefdn, but you can take your staking token, $PRIME, to @kamino to borrow against and @Raydium to trade. You know what the coolest part of this is? Stakers are alternatives to the banks. Not only are they capturing an intuitive and competitive yield, they are lowering the cost of capital to borrowers, ultimately yielding to lower loan rates. Great things happen when you disintermediate tradfi capital allocators. https://t.co/fooTGGDkeS

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Plume’s @NestCredit vaults are now live on Solana, giving users on-chain access to institutional-grade RWA yield with integrations into DeFi venues for leveraged strategies. https://t.co/PLTCGgF226

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

NEW: @Figure's $19B+ home-equity platform launched an RWA Consortium with Chainlink as its official oracle infra. Now @HastraFi’s PRIME is expanding to @Solana via CCIP, with @kamino’s PRIME vaults powered by sub-second data from Data Streams. https://t.co/NZMW1E2yev

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

NEW: @Figure's $19B+ home-equity platform launched an RWA Consortium with Chainlink as its official oracle infra. Now @HastraFi’s PRIME is expanding to @Solana via CCIP, with @kamino’s PRIME vaults powered by sub-second data from Data Streams. https://t.co/NZMW1E2yev

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Today, we’re announcing the RWA Consortium, led by Figure and key crypto partners, to bring real-world yield to @Solana. We’re setting a new standard for cross-chain RWA collaboration. This marks the first time Figure’s $1B+/month in on-chain loan originations becomes accessible to everyday DeFi users on Solana.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Want a daily digest of global news and cultural trends whose importance are voted up by people's money, as you don't have the time to sit there all day and scan through @solana? See a meme popping up everywhere but have no idea why it's trending on @solana? Know a bit here and there about an extremely viral concept on the @solana ICM but are completely lost on how it came about due to the information overflow? We spent the past few weeks crafting such a digest feed Trends News for you. In Trends News you'll be able to: 1. learn about all the lores and backgrounds of the memecoins that are trending globally in a nice and quick bite 2. search for the piecemeal information you know about a memecoin, and grasp all its meaningful milestones of the events Delay no more: subscribe to the Telegram channel today (please find all the Telegram channel links in the thread 👇), or follow @trendisgood to get a synced push on X

Name & Symbol: TaleX ($X)
Address: 0x0510101ec6c49d24ed911f0011e22a0d697ee776

This week Solana saw fresh ETF inflows and RWA participation hit new highs. At the same time, new rails, yield products, and integrations kept breaking down barriers, making it easier for institutions to give access to more users in the ecosystem. We bring you a few of the key developments: - Solana spot ETFs attracted $108.2M in net inflows this week, pushing total inflows to $618M - @BitwiseInvest's Solana Staking ETF pulled in $86.3M in inflows - Solana Corporate treasuries now have accumulated 16M+ SOL - Solana RWA holders eclipsed 105K, setting a new all-time high (h/t: @RWA_xyz) - @Titan_Exchange joined the @xStocksFi Alliance - @solsticefi’s USX tapped into Swiss payment rails via Blockfort, enabling 40+ institutional clients - @ranger_finance introduced a yield-bearing USD token - @SolvProtocol launched BTC+ bridging Bitcoin liquidity to institutional DeFi on Solana - @onrefinance’s ONyc fund crossed $40M AUM - @orogoldapp scaled to 4K+ holders Have a great week ahead 🫡

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Web3 Gaming might feel slow right now (great games take time to build, ofc), but Web3 Gaming is far from dead. Here’s everything the intern remembers happening in @solana gaming this week: - @FaenoraVerse surpassed 745k $MCHY spent in-game (≈ $5.5k USD) within just one week of launch. - @degencoinflip launched the Raid of the Frozen North campaign with over $125,000 in prizes, including a Rolex. - @playOCRS Early Access is now open - @MixMobRacer1 × @solanagaming Arena wrapped up with 10,905 races logged and 545 hours of track time. Also, MXM League Season 7: Round 2 is now live. - @mattlefun launched Trading Contest Season 2 with a 40,000 $MATTLE prize pool, and also introduced @soluna_labs, the indie studio behind MattleFun. - Solana Game Pass Season 1 by @solanagaming hit a new ATH with 52,000 mints. Packs are still open to mint, and users can now open them on @dripshop_live for a chance at over $10K in prizes, including cards and NFT rewards. - @PlayHoneyland teased Honey Valleys, a new addition to the ecosystem featuring 100% player-funded reward pools and fixed $HXD sinks and burns. - @gibdotmeme's Pink Frog Tournament is live. If the intern missed your news, let us know in the comments below. 10 days left until @SolanaConf. Let's go!

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

Vibe AI now lets humans and AI agents mint SPL tokens from pure intent.️ Just prompt it → AI handles token mint, supply, execution powered by @solana + @metaplex. Fast-forward a few years... 1/ A foundational primitive for the emerging Agent Economy. 2/ Intent-driven & agent-native - built for autonomous workflows. 3/ No devs. No UI. No friction. From idea → on-chain asset with intent 😎 #DeFi #AgentEconomy #AI

Name & Symbol: Metaplex ($MPLX)
Address: 0x75a5863a19af60ec0098d62ed8c34cc594fb470f

Exploring Solana Ep. 1: @RECCFinance Tokenized real estate might be one of the most intriguing sectors to explore right now, and RECC Finance is leading the way. I sat down with @p8watts to discuss all things real estate on @solana and what's in store for the future 👇 00:03 Intro 01:38 Inspiration behind RECC 04:17 What’s different about RECC 06:40 Management & Property types 12:30 Where does the yield come from? 16:10 Bear Market 23:01 Points & Token 26:28 RWA challenges 32:55 RECC goals for next year 35:01 Expansion 36:20 Outro

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

This week Institutional access widened with four new ETF listings. And the net inflows in ETFs coincided with RWA growth across credit and stablecoins. Here's your weekly snapshot of Solana Capital Markets: ETFs: - @Fidelity, one of the world's largest asset managers, launched Fidelity Solana Fund (FSOL) on NYSE - @vaneck_us debuted the VanEck Solana ETF (VSOL) on Nasdaq with built-in staking via @solstrategies - @CanaryFunds launched Canary Marinade Solana ETF (SOLC) on Nasdaq with @MarinadeFinance as the staking partner - @21shares_us launched the Solana ETF (TSOL) on CBOE - @BitwiseInvest’s BSOL ETF surpassed $500M AUM - Solana ETFs recorded 19 straight days of inflows with $127.9M entering this week Ecosystem & RWA Growth: - @Sunrise_DeFi debuts Solana’s first ever day one listing of any assets with Monad - @solsticefi’s USX stablecoin scaled to $300M TVL - @HastraFi announced DeFi-ready RWAs with @Figure - @MarinadeFinance introduced SOL staking with USDG stablecoin rewards - @Loopscale RWA USDG Vault surpassed $10M in 1 week post launch If you enjoyed this week’s newsletter, please share it with an RT. Have a great week ahead 🫡

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

$MON Perps are now live on Drift! Trade Monad with up to 5x leverage on Solana. https://t.co/bFFgj6SDSS

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

MONday is officially here. $MON is live, verified, and available to trade on Kamino Swap Launching via @Sunrise_DeFi, bringing Day 1 listings of major tokens natively to @Solana - the home of every asset Trade MON now, with Zero fees and Zero bias on Kamino. https://t.co/YSaNpOhMsU

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS