Market Trends - OKX, MNT, and BNB are experiencing price increases, but with different trajectories [1] - RWA and payment sectors are identified as potential future growth areas [1] Company Strategy (MNT) - Bybit denies MNT is a platform coin, but its functionalities resemble one, including new token offerings, trading, and contracts [1] - MNT is being heavily promoted, suggesting ambitions beyond just being a platform coin [1] - The strategy involves leveraging the exchange to empower RWA and payment solutions as future growth drivers for MNT [1] - MNT is considered a "亲儿子" (favored entity) despite not being officially labeled as a platform coin [1]

Over the last couple days, we just witnessed some huge moves from Hideera. And these announcements should not go unnoticed, especially if you do hold Har. So, we have to talk about this.We're going to go in depth on a lot of these announcements and just how big of an impact it will have for not just the network itself, but also for HAR as the gas token as well. So, let's dive on in. Let's start off with just price action alone because price action has been pretty boring over the last couple weeks.Um, for an ...

Market Trends & Competition - Payment and RWA are currently focused on Ethereum, but traditional giants and crypto giants will likely develop their own public chains instead of relying on existing ones [1] - Stripe and Paradigm collaborated on Tempo, Circle developed Arc, and Tether created Plasma, indicating a trend of companies building their own payment solutions [1] - The payment sector holds significant potential, but companies are inclined to develop their own solutions [1] Ethereum Ecosystem & Investment - Ethereum's recent price surge is driven by capital flow rather than actual ecosystem development [1] - Vitalik Buterin's influence has decreased, and the Ethereum Foundation's selling of assets has had little impact [1] - There are concerns about how much of the payment market share Ethereum can capture if companies develop their own solutions [1]

Real World Asset (RWA) 市场 - WisdomTreePrime's WTGXX 货币市场基金是第二大 RWA 产品 [1] - BlackRock's BUIDL 是最大的 RWA 产品 [1]

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 ...