a year of solana events behind us: conversations, experiments, dead ends, rebuilds.
the roadmap ahead is bigger than the one behind.
next stop: Ireland with @castledao
come find us
yooo, @solana weekly roundup is here 👇
tokenized markets keep expanding
• @xStocksFi crossed $600m in tokenized equities, etfs and ipo exposure under management, while q2 volume reached $5.8b.
• morgan stanley’s $msol is now trading on nyse arca.
• $mstr is now available on solana through @sunrise, issued by backpack.
• @kamino launched a $paxg market, allowing users to supply tokenized gold as collateral and borrow $usdg. the market has already passed $700k.
• @HastraFi launched auto, a new rwa asset backed by u.s. auto loans originated by agora.
real payments are scaling
• @crediblefin has settled $611m in real payments on solana, representing roughly 65% of its total payment volume.
• @moonpay rolled out paybox, a non-custodial wallet that lets chatgpt and claude users swap tokens and send payments directly in-chat.
• @solflare introduced bridge, giving users a permanent deposit address for receiving assets from other chains.
consumer apps are finding volume
• @JupiterExchange gacha recorded $25m in volume across graded pokémon and one piece cards.
• @phygitals launched the first rwa-focused mobile app on solana.
• @Beezie expanded to solana, bringing dynamic odds and real-time inventory mechanics to onchain trading cards.
• @bonk_inu launched bonkplay with more than $1m in rewards.
trading + builder infra
• @PhoenixTrade launched fight club with $420k in rewards, including 15,000 usdc distributed daily for three weeks.
• @bulktrade introduced bip-1, allowing anyone to launch deployer-owned perpetual markets with minimal upfront cost.
• @colosseum brought back the eternal hackathon, giving builders a rolling four-week product sprint with $25k in prizes.
• official rpc performance data for alchemy, helius, quicknode and triton is now live through @SolanaFndn.
mobile distribution continues
• @solanamobile opened round 2 of seeker summer claims.
• @Claynosaurz opened $heeboo wallet registration for character nft holders.
stablecoins + rwa liquidity
• @STEALFxyz introduced $stlf, a yield-bearing stablecoin powered by @reflectmoney.
• @onrefinance has grown into one of solana’s largest rwa markets, with around $200m on @kamino and more than $84m deposited on @Loopscale.
solana economics are evolving too
• simd-550 proposes faster disinflation, potentially removing roughly $1.5b in future emissions.
• simd-547 introduces activity-based burns through resource pricing.
• together, the proposals could materially reduce future $sol issuance while making network activity a larger part of the burn mechanism.
bigger picture
solana is no longer scaling one vertical at a time.
tokenized equities, gold, private credit, payments, consumer apps, mobile wallets, perps and creator economies are all growing on the same rails.
the pace is still accelerating ✌️
Introducing $STLF
A yield-bearing stablecoin powered by @reflectmoney
Deposit dollars, get $STLF, and earn automatically while it sits fully liquid, withdraw anytime
On Stealf.
For you.
Privacy OR compliance
That's the false choice banks give you
Stealf is built to deliver both:
→ Virtual bank account with IBAN
→ Send & receive SOL natively
→ Compliant by design, private by default
Be Stealf
From the flames of the Bastille rose a dream:
that every citizen be master of their wealth,
free in their walls, free in their deeds.
Today, our riches live on chains of glass.
Every move exposed, every fortune laid bare to the world.
“Property is an inviolable and sacred right.”
Article 17, 1789.
Stealf restores their walls.
It gives back to property its full dignity:
private, sovereign, and truly yours.
1789 is fulfilled in 2026.
Happy Bastille Day🇫🇷
Every crypto neobank is chasing the same prize: onboarding the next million web2 users.
Stealf makes the opposite bet.
We build for the people who are already here. Traders, freelancers, builders. People whose money already lives onchain.
For them, the problem was never getting into crypto. It's living with it. One app for spending, another for trading, a third for privacy. Compromises everywhere.
So we merged it all into one place. Two wallets, one app.
One connected to banking rails, for daily life.
One that is fully yours. Import the wallet you already trade with. Shield your assets, move privately, grow your money.
No onchain link between the two. Not because we hid it. Because it never existed.
A trader imports his wallet in two taps. His positions stay his business. When he wants a coffee, funds move to his spending account and the rest of the world learns nothing.
Stop juggling apps. Own it. Grow it. Keep it yours.