urluckyturtle

@ledger_top , A Data Discovery + Analytics Platform on @Solana. / alum @iitism_dhanbad

[Top Ledger @ledger_top]

For dApp teams it goes further.
Top Ledger APIs show you exactly how your users are positioned on-chain — holdings, activity, DeFi exposure.
→ Better products
→ Targeted campaigns
→ Features that actually get used

Built for dApps & AI agents. 50K free credits/month.
https://t.co/ZziOBYFaFi

[Top Ledger @ledger_top]

@solanamobile dApps are redefining the mobile crypto experience.
But most dapps only show what's in their users wallet — not where they're lending, farming, or what LP positions they're sitting on.

Top Ledger APIs bring the full DeFi intelligence layer to your dApp — holdings, lending, staking, LPs, yield, perps & DEX PnL across 20+ protocols in one API call.

[Top Ledger @ledger_top]

7/ Link to the dashboard: https://t.co/utlh1i6ou8

For more, subscribe to our x channel @ledger_top
For any suggestions or feedback, do DM us or book a call via the calendly link on our website.

END OF THREAD

[Top Ledger @ledger_top]

5/ The RWA transfer layer hit $3.84T YTD.

Stablecoins: $3.81T (99.3%). Non-stables building real on-chain flow: xStocks $11.2B, YBT $7.0B, tokenized funds $6.6B, pre-stocks $2.5B, commodities $113M

[Top Ledger @ledger_top]

2/ Stablecoins: $16 B supply, 9.32M holders, avg $1,776/wallet.

USDC $8.6B (53.8%), USDT $3.8B (24.0%), USD1 $1.02B (6.4%), followed by PYUSD , USDG , and USDe .

USD1 crossed $1B in supply — a notable climb. Holder base has also grown from 8.75M in May to 8.99M.

[Top Ledger @ledger_top]

3/ Yield Bearing Tokens: $287.5M MC, 38.4K holders

Highly concentrated: USDY $181.2M (63.0%), syrupUSDC $99.0M (34.4%), sUSDe $6.0M (2.1%).

Holder split by token: sUSD 17.3K followed by legacyUSD 12.1K, USDY 7.4K, syrupUSDC 3.7K, sUSDe 2.7K.

YTD DEX: $1.65B — syrupUSDC accounts for $1.64B (99.5%) of all YBT DEX volume, making it the dominant trading vehicle in the category.

[Top Ledger @ledger_top]

4/ xStocks has $371.9M in AUM across 230K holders — and $3.41B in DEX volume YTD.

TSLAx holds the most capital at $54.9M, but NVDAx has the most wallets — 61K holders.
Circle at $692M in DEX volume is the sleeper story here. More traded than Tesla.
And the newest entrant: SPCXx (SpaceX xStock) — already sitting at $26.9M in AUM with $59.8M in DEX volume since launch.

[Top Ledger @ledger_top]

1/ Solana RWAs are currently sitting at $17.86B in total market cap.

Stablecoins anchor at 89.5% ($16B). Non-stable RWAs collectively above $1.87B — xStocks $1.16B, tokenized funds $405M, YBT $287M, pre-stocks $14M, commodities $4M

[Top Ledger @ledger_top]

6/ YTD DEX: $405.4B total. Non-stables above $6.6B

Stablecoins $397.4B (98.0%). Non-stable breakdown: xStocks $3.41B, tokenized funds $1.74B, YBT $1.65B, pre-stocks $1.14B, commodities $54.6M

Pre-Stocks crossed $1B in DEX volume YTD. At the current pace, the category could exceed $2B annualized — approaching xStocks DEX territory.

[Syra @syra_agent]

Syra × @ledger_top is live.

Real-time Solana DeFi intelligence across 20+ protocols, Kamino, Jupiter, Raydium, Orca, Meteora, Flash Trade, and more. Lending, perps, LP, staking, yield, rewards, and FIFO DEX PnL.

→ Grow + Wallet Portfolio now show DeFi positions and net worth
→ 9 paid agent tools (MPP upstream, x402 resale)
→ Public GET /topledger/wallet/* routes for agents
→ MCP catalog synced for Cursor and Claude

Tokens were only half the picture. DeFi is the rest.

[Nitin Shukla @ergon50]

Would love to see this with real wallet data. 50k free Top Ledger API credits for anyone building it.

Solana DeFi APIs are live — 50+ endpoints, 20+ protocols, one call for full wallet positions (lending, perps, LP, staking, yields, rewards, DEX PnL).

https://t.co/3C9sRlrf1y

[Top Ledger @ledger_top]

1/ Last week, SpaceX rewrote the record books — SPCX listed on Nasdaq at $135/share, a ~$1.75 trillion debut and the biggest IPO the market has ever seen.
Solana tokenized it too — @xStocksFi with SPCXx, @Backpack with SPCX.
Two tickers. One chain. Same IPO, two ways to trade it.
A week later, the on-chain market had grown to ~$119M in market cap — with ~$251M in volume already traded across both tokens.
That's the headline. The breakdown is where it gets interesting 👇

[Nitin Shukla @ergon50]

Hi @armaniferrante, I wanted to reach out to explore a potential collaboration around Solana DeFi APIs.

Our API provides full wallet DeFi positions, including lending, perps, LPs, staking, yields, rewards, and DEX PnL tracking. It’s built for speed and scale, and supports AI agents via MCP, including Claude, Cursor, and any MCP-compatible client.

I see a strong opportunity to integrate our DeFi intelligence with Backpack Wallet for its users.

Happy to share more details over DM.

Web: https://t.co/Wxu2gf3GFI

[Top Ledger @ledger_top]

@solana_devs We’ve build DeFi intelligence APIs for apps, teams, and agents. One call → positions across 20+ protocols (lending, staking, yield, LPs, perps, governance, rewards, DEX PnL). 50+ endpoints. MCP-ready.
50+ endpoints. MCP-ready. 50K free credits/month. https://t.co/nHLQX6IMSc

[Nitin Shukla @ergon50]

Hi @nichxbt, wonderful to see what you are building at @trythreews.

We're building real-time Solana DeFi APIs — 50+ endpoints across 20+ protocols (Kamino, Jupiter, Meteora, Orca, Raydium, Exponent, Loopscale, and more).

One API call gives you full wallet DeFi positions: lending, perps, LP, staking, yields, rewards, and DEX PnL.

Also supports AI agents natively via MCP (Claude, Cursor, any MCP-compatible client).

Would love to explore how this fits into https://t.co/zBvYurOEBE.

More details: https://t.co/BxWfe1J9G7

[Nitin Shukla @ergon50]

Hey @tomi204, we're building real-time Solana DeFi APIs — 50+ endpoints across 20+ protocols (Kamino, Jupiter, Meteora, Orca, Raydium, Exponent, Loopscale, and more).

One API call gives you full wallet DeFi positions: lending, perps, LP, staking, yields, rewards, and DEX PnL.

Also supports AI agents natively via MCP (Claude, Cursor, any MCP-compatible client).

Would love to explore how this fits into ClawPump. More details: https://t.co/BxWfe1J9G7

[Top Ledger @ledger_top]

How we built this — and how you can use it

Every number here — wallet-level holdings, DeFi positions across 20+ protocols, balance cohorts, protocol overlap — came from the Top Ledger API.

What you can build
-Portfolio views in your dapp
-Solana wallets with real DeFi position data
-DeFi exposure dashboards
-Agent-powered protocol intelligence — no custom indexers

Start building: 50K free credits/month. No card required.
https://t.co/S03SvbdTvE

[Top Ledger @ledger_top]

1/ Beyond market cap: what @xStocksFi holders on Solana actually own.

xStocks AUM on Solana is ~$302M — the largest non-stable RWA category on the chain.

~97.5K unique holders, averaging ~$1,300 in xStocks per wallet. By AUM: TSLAx leads (~18.3%, ~$55M), CRCLx 15.8% ($48M), then SPYx and NVDAx ~11% each, with MSTRx ~7.9%.

Those wallets collectively command ~$466M onchain — but only ~$125M is actually in xStocks. The question is where the rest is allocated.

[Top Ledger @ledger_top]

For dapp teams it goes further: understand your users' on-chain portfolios and activity to build better products, run targeted campaigns, and ship features that actually match how your users are positioned.

Built for dapps and AI agents. 50K free credits/month.

https://t.co/S03SvbdTvE

[Top Ledger @ledger_top]

dApps from @solanamobile are making crypto feel native.

But your users don't just need wallet connect. They need portfolio context.

Top Ledger APIs add the DeFi intelligence layer: holdings, lending, staking, LPs, yield, perps, rewards and DEX PnL across 20+ Solana protocols in one call.