More highlights and full report here from @NaytheForceBwU: https://t.co/cBWktny7kOMatthew Nay (@NaytheForceBwU):🚨🚨🚨 @solana Q2 just dropped- Market Cap grew 30% QoQ to $83B- DeFi TVL increased 30% QoQ to 8.6B- @KaminoFinance grew 34% QoQ to maintain its lead- RWA value grew 24% QoQ to $391M- @OndoFinance's USDY and OUSG were the two largest RWAs- @anza_xyz introduced Alpenglow, https://t.co/lm4bkRUU8A ...

Market Position - WisdomTreePrime's WTGXX money market fund is the 2nd biggest RWA product [1] - BlackRock's BUIDL is the largest RWA product [1]

RT Messari (@MessariCrypto)State of @solana Q2Key Update: Solana unveils Alpenglow consensus upgrade, aiming to dramatically reduce transaction finality times while enhancing network efficiency and security.QoQ Metrics 📊• DeFi TVL ⬆️ 30.4%• App Revenue Capture Ratio ⬆️ 211.6%• RWA value ⬆️ 24% QoQ to $391MRead the full report 👇 ...

Market Performance - Solana's market cap exceeded $100 billion, reclaiming the 5th-largest crypto spot [2] - Solana DeFi TVL increased approximately 304% QoQ to $86 billion [2] - RaydiumProtocol surpassed $1 trillion in all-time trading volume in July [2] - Solana DeFi TVL hit a 2025 high of $27 billion in July [2] Technological Advancements - Anza_xyz introduced Alpenglow, reducing finality latency from approximately 128 seconds to 100-150 milliseconds [2] - Jito-Solana client updates (v2219 and v2220-jito) rolled out for validators/devs [2] - StylusPort migration framework launched with tooling roadmap [2] Real World Assets (RWA) - Solana RWA value climbed approximately 239% QoQ to ~$3906 million [2] - Solana emerged as a hub for RWAs—from equities to real estate and infrastructure [2] - OUSG (tokenized US Treasuries) reached $796 million market cap [2] - Institutions bought approximately 3 million SOL; tokenized stock volume hit $293 million in one month [2] Application and Network Activity - Solana Application Revenue Capture Ratio rose dramatically to 2116% [2] - Weekly transactions with BNB Chain topped 340 million [2]

Core Insights - GMXSOL has launched a RWA market supporting perpetual contract trading for major US stocks and ETFs including SPY, QQQ, AAPL, NVDA, TSLA, AMZN, GOOGL, MSFT, META, and MSTR [1] Company Overview - The protocol is built on the Solana blockchain [1] - It utilizes Chainlink oracles for data feeds [1] - Risk parameters are optimized by Chaos Labs [1]

RT Matthew Nay (@NaytheForceBwU)🚨🚨🚨 @solana Q2 just dropped- Market Cap grew 30% QoQ to $83B- DeFi TVL increased 30% QoQ to 8.6B- @KaminoFinance grew 34% QoQ to maintain its lead- RWA value grew 24% QoQ to $391M- @OndoFinance's USDY and OUSG were the two largest RWAs- @anza_xyz introduced Alpenglow, a complete overhaul to Solana's consensus mechanism- The Rex-Osprey Staking ETF went live in June- @pumpdotfun continued to lead in app revenue- @AxiomExchange grew 641% QoQ in app rev to take the second spot- L ...

State of @solana Q2Key Update: Solana unveils Alpenglow consensus upgrade, aiming to dramatically reduce transaction finality times while enhancing network efficiency and security.QoQ Metrics 📊• DeFi TVL ⬆️ 30.4%• App Revenue Capture Ratio ⬆️ 211.6%• RWA value ⬆️ 24% QoQ to $391MRead the full report 👇Matthew Nay (@NaytheForceBwU):🚨🚨🚨 @solana Q2 just dropped- Market Cap grew 30% QoQ to $83B- DeFi TVL increased 30% QoQ to 8.6B- @KaminoFinance grew 34% QoQ to maintain its lead- RWA value grew 24% QoQ to $391M- ...

Market Overview - Hong Kong stock market opened lower and closed down 0.98% due to concerns over the upcoming US-Russia summit, while A-shares surged, with the Shanghai Composite Index returning to around 3700 points and a trading volume exceeding 2.2 trillion yuan, marking the 29th trading day in A-share history to surpass 2 trillion yuan [1][5] - The anticipated US-Russia summit is expected to yield limited results, with no plans for signed agreements, and discussions likely to focus on underlying strategies rather than public outcomes [2][3] Sector Focus - The banking sector in Hong Kong is underperforming, primarily due to a perceived lack of value compared to insurance stocks, which are increasingly favored by institutional investors [3] - The sentiment in the market remains positive, with over ten stocks in the Hong Kong Stock Connect rising more than 10%, particularly in the robotics sector, driven by upcoming events like the World Humanoid Robot Games [4] - The semiconductor and AI-related sectors are experiencing significant growth, with companies like Hongteng Precision rising over 33% due to their involvement in NVIDIA's supply chain [5] Individual Company Highlights - Xiexin Technology has entered a strategic partnership with Taibao Asset Management, aiming to explore tokenization solutions for real-world assets and develop compliant digital asset products [10][12] - The solar industry is showing signs of recovery, with significant price increases in photovoltaic glass and a reduction in production, indicating a potential shift towards better market conditions [7][8] - GCL-Poly Energy has secured a procurement contract for silicon materials worth up to 450 million yuan, reflecting the ongoing demand and price increases in the solar component market [10][11]

Core Viewpoint - The article discusses the investment opportunities arising from the short squeeze phenomenon in the U.S. stock market, particularly focusing on the digital financial technology group Mercurity Fintech (MFH.US) and the growing interest in stablecoins as a hot sector for bullish investors [1][2]. Group 1: Market Conditions - The U.S. stock market is experiencing a short squeeze, with small-cap stocks gaining significant attention [2]. - Goldman Sachs reported that short interest in the Russell 2000 index reached $16 billion in July, one of the highest levels since 2021 [2]. - The current short squeeze is primarily affecting small-cap stocks with high short interest and low float, leading to increased borrowing costs [2][3]. Group 2: Mercurity Fintech (MFH) Developments - MFH announced the cancellation of its planned equity issuance due to market conditions and challenges, which resulted in a significant stock price increase of 22.73% on the announcement day [1][3]. - The cancellation of the equity issuance is seen as beneficial for investors, as it avoids dilution of shares and enhances potential returns [1][3]. - MFH's current short interest stands at 1.815 million shares, representing 4.43% of its float, with borrowing costs at 30%, indicating a favorable environment for a short squeeze [3]. Group 3: Long-term Value and Strategic Initiatives - MFH is positioned for long-term value growth driven by the maturation of blockchain technology and the legalization of stablecoins, which is expected to enhance market valuations [4][5]. - The company plans to accelerate its blockchain initiatives, including an $800 million fundraising plan for establishing a long-term Bitcoin reserve and a $200 million equity credit agreement with Solana Ventures [4][5]. - The board of MFH has approved a share repurchase plan of up to $10 million over the next 12 months, reflecting management's commitment to enhancing shareholder value [5].

RT Asseto Finance (@AssetoFinance)🥁 Drum roll… The stage is set at #InsideMVB with @BNBCHAIN & @yzilabs .Asseto is about to unveil the next chapter of #RWA — where strategies, not just tokens, take the spotlight.#MVB10 #Asseto #BNBChain https://t.co/RsfHVoEwug ...