Tracking the catalysts that move Solana. Daily briefs, on-chain signals, and the SOLNews feed. Question everything. Not financial advice.
Miami
Joined February 2011
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Cashtags are a new front door. The flow behind it is already there: @solana DEXs did $1.49B on Monday and $11.39B over 7 days, #2 among chains behind Ethereum (@DefiLlama).
Distribution was the missing piece.
$SOL
BREAKING: Users can now trade any Solana token on @fomo directly from X Cashtags.
See live market data powered by Solana and trade in a single tap.
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Day 1 'boomer' assets already has live material. The last two weeks on @solana:
@Securitize Stocks doubled to 25 tokenized U.S. equities
@Backpack listed tokenized SPY
@Schroders brought an EM bond strategy onchain
@xStocksFi set to tokenize Anthropic's IPO
$SOL
Breakpoint 2026 agenda is LIVE 🗓️🔥
Day 1 is 'boomer' assets, Day 2 is 'zoomer' assets with tracks for consumers, founders, payments, and institutions
solana.com/breakpoint/schedu…
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82M Galaxy devices is real distribution for a big base.
USDC on @solana per @DefiLlama: $7.14B today, vs $7.45B 30 days ago and $9.12B a year ago.
Supply has been flat to down. Putting it in the wallet people already open is how that changes. $SOL
BREAKING: Stablecoin Account is live in Samsung Wallet, across 82 million compatible Galaxy devices.
Buy, hold and send USDC on Solana from the same wallet Galaxy users already open for cards, boarding passes and IDs.
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Tokenized funds and real estate on the agenda, with a growing base under them.
Distributed RWAs on @solana: $5.14B, +16% in 30 days, per @RWA_xyz.
RWA holders: 963K, +12%
30D RWA transfer volume: $11.75B, +30%
London has real numbers to work with. $SOL
From Tokyo to Lagos to Dubai, the next Breakpoint 2026 speakers are confirmed.
Trade finance, payments, tokenized funds and real estate, all on one stage in London this November.
ALT Breakpoint 2026 speaker group graphic: Shinsuke Waka, PJ Bain, Shola Akinlade, David Vatchev, Kathrin Hamilton, Ricardo Brizido, Rowland Berry, Patrick Corker.
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🎙️ SOLTRACER Daily Brief | Nov 2
Dash Kane breaks down the day in $SOL:
• @binance reopens, $3.64B in outflows on day one
• Solana ETFs log their worst week, −$71.6M
• @akashnet votes 97% to move to Solana, so $AKT becomes an SPL token
• @jito names @Bitwise and SOL Strategies as BAM operators
• Plus @PaulBarron on Jito and institution adoption
Full tracker 👉 soltracer.xyz/pro
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DEVELOPING: What the Binance drain means for $SOL
• Exchange risk, not chain risk: a centralized key/ops failure, not a Solana flaw
• Freezes cut both ways: the issuer controls that froze ~$2.4B also cover ~$15B of stablecoins on Solana
SOL ~$94.
soltracer.xyz/blog/binance-h…
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DEVELOPING: About $3.3B in ETH and stablecoins left Binance hot wallets Thursday for a Tornado Cash-funded address. Binance paused withdrawals. Tether and Circle froze ~$2.4B.
Every transfer was on Ethereum. Solana wasn't hit.
Full analysis:
soltracer.xyz/blog/binance-h…
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🚨 NEW CATALYST LOGGED
BitGo: launches the Jupiter x BitGo validator, so custody clients can stake SOL without moving assets out of custody.
Adoption Ladder: Level 3 🪜
Full data locked for Pro 🔒
soltracer.xyz/catalyst-track…
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🚨 NEW CATALYST LOGGED
Google Cloud: previews an MPC custody service for banks, which Alphabet already uses to secure its own digital assets on Ethereum and Solana.
Adoption Ladder: Level 3 🪜
Full data locked for Pro 🔒
soltracer.xyz/catalyst-track…
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🚨 NEW CATALYST LOGGED
Mirae Asset Securities: its Hong Kong unit placed tokenized six-month USD floating-rate notes on Solana for professional investors, distributed by Marketnode.
Adoption Ladder: Level 3 🪜
Full data locked for Pro 🔒
soltracer.xyz/catalyst-track…
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Bear case on solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL from Jupiter's BitGo/Twinstake push is overdone.
Jito's block engine earns on Solana MEV no matter which LST holds the stake.
JTO ~$225M mcap vs JUP ~$923M.
Risk: losing the institutional LST narrative. Hedge: MEV. Catalyst: Breakpoint.
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The custody race just hit Solana staking.
Jupiter in 24h:
• Twinstake (ETF validator) joins jupSOL
• BitGo clients stake SOL from custody
JitoSOL: $1.05B TVL
jupSOL: $526M
Jito still leads 2x, but institutions follow their custodians. Watch the weekly flows. solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL $JUP
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24/7 equity exposure onchain is already a three-way race. Of $42.3B in tokenized stock DEX volume over the 90 days to Oct 4, BNB Chain did 49.6%, Robinhood Chain 30.0% and Solana 15.1% (RWA Foundation). A CFTC-approved US venue would reset that board.
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Solana's distributed RWAs: $5.2B today vs $1.08B a year ago, #3 behind Ethereum ($15.6B) and BNB Chain ($6.3B) on rwa.xyz. Still concentrated: BUIDL, Huma's PST and two Ctrl Alt tokens held ~45% of value as of Oct 15 (RWA Foundation). Tracking it at soltracer.xyz
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USDC on Solana is shrinking.
Per @DefiLlama: $6.51B now vs $7.24B a month ago. That's -$730M, about 10%.
All stablecoins on Solana: $15.71B, down from $17.45B on Sep 25.
Institutions keep announcing. Dollars keep leaving. Which is the signal? @circle defillama.com/stablecoins/So…
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Tuesday on @solana, per @DefiLlama:
DEX volume: $1.58B, down 24% from Monday
Chain fees: $10.9M
DeFi TVL: $5.76B
Stablecoins: $15.71B
Monday's trading pop didn't hold. Watch volume, not headlines.
Daily numbers: soltracer.xyz/dashboard
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A Nasdaq SOL treasury is out for good.
SkyAI (SKYA) says it sold ~2M SOL at $107.20 avg, holds $223M cash, and won't buy SOL back after its $3/share tender (now open to Nov 12).
SOL is ~$103. A treasury is a bid until it's a seller. globenewswire.com/news-relea…
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