Independent Solana validator since 2021 Info, guides and dashboards on the Solana ecosystem at https://xitter.cf/t.co/muKSZAdjho - stake with us to support!
Joined September 2021
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The SEC exemption for tokenized U.S. stocks lets venues trade them on a "public, permissionless distributed ledger." What should count as permissionless is now being argued in comment letters.
The Solana Policy Institute asked the SEC on Oct 22 to judge it by control, not access alone: who can sequence, validate, finalize or censor transactions, and who can change the rules.
Hedera's Oct 9 letter pulls the other way, asking that "public permissioned" networks with vetted node operators qualify too.
Hedera says it already meets the current wording, and SIFMA has asked the SEC to define the term.
SPI's five factors, its carve-out for temporary incident fixes, and what the letters ask for:
solanacompass.com/news/solan…
Solana liquid staking protocol @sanctumso ended Q3 with a record 18.62M SOL deposited, up 11.9% on the quarter and its 12th straight quarter of growth.
Gross profit went the other way: 9,446 SOL, down 16.3% in SOL terms ($825,942, down 6.2% in dollars).
The Sanctum Q3 2026 quarterly report is out: sanctum.so/quarterly
Highlights:
• Q3 gross profits are down -6.2% (USD)/-16.3% (SOL) over the last quarter, largely due to a one-time windfall of non-recurring revenue in Q2 from a large LST withdrawal.
What drove each line of Sanctum's Q3, and how it compares with Q2: solanacompass.com/news/sanct…
One Solana wallet produced $1.40B of Raydium's $6.17B concentrated-liquidity volume over 30 days (22.7%), according to @Bitquery_io.
It traded with itself across 438 pools of fake XRP, ETH and LTC tokens, using about $12K.
No theft, and Raydium's involvement isn't established.
How $10,238 of real USDC made ten pools display $5.93B of liquidity, and what that means for reading DEX volume:
solanacompass.com/news/bitqu…
.@JPMorganAM's tokenized money market funds are now on Solana.
MONY, a private fund, and JLTXX, a registered government money fund built to support stablecoin issuers under the GENIUS Act, are open to qualified U.S. investors through Morgan Money.
Both launched first on Ethereum.
BREAKING: @JPMorganAM's tokenized money market funds are live on Solana.
MONY and JLTXX are both available to qualified U.S. investors through Morgan Money, with subscriptions, redemptions and token balances handled on one platform.
ALT Solana and J.P. Morgan Asset Management logos in white on a purple Solana background
The two official Solana mints, how the two funds differ, and a warning about lookalike JLTXX tokens minted seconds after the news:
solanacompass.com/news/jp-mo…
Hong Kong has named Solana Company ($HSDT) a strategic enterprise, one of 18 firms in its latest batch.
The Solana treasury firm has set up its Asia-Pacific HQ there and will run Solana validators in the city, its next hub after Tokyo.
No launch date or stake size yet.
What the OASES designation involves, and where Hong Kong fits in HSDT's Pacific Backbone validator plan:
solanacompass.com/news/solan…
Kamino says its AUTO market passed $170M in deposits, about 8x in the month since it launched fixed-rate borrowing on Solana.
AUTO gives exposure to US car loans, minted through @HastraFi and brought onchain by @Figure. Fixed 30-day borrow rates have run from 5.3% to 6%.
The AUTO Market has crossed $170M in deposits, growing ~8x over the past month following the launch of Kamino Fixed Rates.
Tokenized consumer credit scales on Kamino.
Our onchain data shows AUTO token supply rose from 11.7M to 88.6M between Sept 21 and Oct 20.
Holder accounts went from about 330 to about 650 over the same month.
How the leverage loop works, who originates the loans, and the risks for depositors:
solanacompass.com/news/kamin…
Month-by-month revenue, the SPYx, CRCLx and NVDAx volume breakdown, and why one analyst flags Raydium's reliance on a single launch partner: solanacompass.com/news/raydi…
Tokenized stocks made up 20% of @Raydium's trading volume in Q3 2026 but 45% of its swap fees.
Net revenue rose 264% to $7.99M, and $5.23M went to buying back solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R.
$6.06M of that revenue came in September, after StonkFun moved its launches to Raydium's LaunchLab.
Raydium in three charts | Q3 2026
1. Net revenue reached $7.99M, up 264.2% QoQ from $2.19M
2. The protocol allocated $5.23M to programmatic RAY buybacks, up 203.3% QoQ from $1.72M
3. Tokenized asset volume on Raydium rose 90.9% QoQ to $3.99B in Q3, led by equities. xStocks tickers contributed $2.59B in volume, led by SPYx at $661.81M, CRCLx at $353.03M, NVDAx at $335.31M and SPCXx, the xStocks SpaceX token, at $204.95M
Solana apps can now show Seeker phone owners a "Connect with Seeker" button: one tap opens the phone's built-in wallet, with no generic wallet picker.
@solanamobile's SDK covers Expo/React Native, Kotlin and mobile web, built on Mobile Wallet Adapter.
No apps were named as adopters at launch. Package names, version requirements and the restore() session flow:
solanacompass.com/news/solan…
.@Arcium has opened Blackthorn, its private AI inference stack, to selected users.
Prompts, outputs and model weights stay encrypted. The keys are split across Arcium's MPC network instead of trusting a server's CPU enclave.
The serverless API is free during the private alpha.
The NVIDIA GPU stays in the trust chain, and no benchmarks are out yet. What changed since June, the H100 and B200 units, and how it ties to Solana:
solanacompass.com/news/arciu…
