By almost every on-chain and economic metric, 2025 marked a breakout year for Solana. What began as a high-throughput blockchain narrative has matured into a full-fledged financial ecosystem defined by real revenues, deep liquidity, and sustained trading activity. The latest data from across applications, assets, and infrastructure shows Solana not only scaling usage but monetising it. App Revenues Reach New Highs Applications built on Solana generated a combined $2.39 billion in revenue in 2025, up 46 ...

Visa will allow US institutions to settle transactions using Circle's USDC token over the Solana blockchain. Cuy Sheffield, Head of Crypto at Visa discusses his outlook on this change and how on-chain settlement is already live and growing, with rising demand from global clients using stablecoins. He had the conversation on "Bloomberg Markets" with Scarlet Fu and Tim Stenovec. ...

A major Wall Street bank has just moved a slice of the U.S. money market onto a public blockchain. Instead of living on a bank’s internal ledger, a new batch of short-term U.S. debt now exists as tokens on Solana, with cash legged in and out via a dollar stablecoin. The deal showcases that institutions are no longer just testing private chains in sandboxes, but beginning to transact in size on public networks. Related: Explained: What is a stablecoin? Wall Street’s first U.S. debt deal on a public bloc ...

J.P. Morgan said on Thursday that it issued a U.S. commercial paper for Galaxy Digital Holdings on the Solana blockchain, marking an important step in the broader institutional adoption of digital ass... ...

Core Insights - Bhutan will launch a sovereign digital token, TER, backed by its physical gold reserves on the Solana blockchain, debuting on December 17, 2025 [1] - The initiative is a collaboration between Gelephu Mindfulness City, DK Bank, and Matrixdock technology, marking a significant step in digitizing sovereign wealth [1][2] - DK Bank will manage the distribution and custody of the token, while Matrixdock provides the underlying technology [2] Economic Strategy - The launch of TER is part of Bhutan's broader strategy to modernize its economy and financial infrastructure, which includes previous explorations of a central bank digital currency (CBDC) and active Bitcoin mining [3] - The choice of the Solana blockchain is due to its high throughput and low transaction costs, indicating a strategic decision to leverage efficient technology [2][5] Institutional Implications - The tokenization of real-world assets is a familiar concept, but a sovereign nation utilizing public blockchain for its gold reserves sets a significant precedent [4] - The initiative serves as a test for the security and reliability of public ledger technology in government finance, with financial institutions monitoring the regulatory treatment and custodial arrangements [4] - The success or failure of this initiative could influence other small nations in enhancing the liquidity and accessibility of their sovereign assets [5]

Core Insights - Solana needs to surpass Ethereum to significantly increase its value, currently trading at $140, down nearly 30% in 2025 from its all-time high of $294 [1][2] - Solana has demonstrated the potential for explosive growth, evidenced by a 924% increase in 2023, indicating that similar growth could occur again [2][7] Market Comparison - Ethereum, with a market cap of $375 billion, is Solana's main competitor, while Solana's market cap stands at approximately $78 billion [3][4] - If Solana were to become the leading smart-contract blockchain, its valuation could rise to over $375 billion, representing a fivefold increase from its current valuation [4][5] Performance Metrics - The Solana blockchain ecosystem is generating nearly $3 billion in revenue annually, surpassing Ethereum's revenue at a similar stage in its development [6] - Solana has the capability to handle up to 1 million transactions per second, showcasing its speed and efficiency compared to Ethereum [5] Future Projections - A potential 1,000% increase in Solana's value could position it close to a $1 trillion market cap, a level currently only achieved by Bitcoin [7]

Core Viewpoint - The cryptocurrency sector offers numerous investment opportunities, but selecting the right tokens can be challenging for investors seeking higher growth exposure [1][2]. Group 1: Investment Opportunities - A narrowed watch list includes about 20 top tokens, with three identified as strong buying opportunities for long-term investors [2]. - Investing in digital assets is characterized by high volatility, making it essential to allocate only a small portion of a portfolio to these tokens for a long-term strategy [3]. Group 2: Solana (SOL) - Solana is recognized as one of the most efficient blockchains, expected to be a foundational platform for decentralized finance (DeFi) applications in the long term [6]. - The technological superiority of Solana allows it to support over 10,000 transactions per second at a low cost, attracting developers and users to trade decentralized assets [7]. - Key growth indicators for Solana include impressive user growth, a total value locked (TVL) record of $12.2 billion, and significant daily fees of nearly $3.5 million from over $265 million in spot trading volume [8].

Core Viewpoint - Solana is experiencing a significant sell-off despite its strong fundamentals and recent inflows from exchange-traded funds (ETFs), primarily due to broader macroeconomic concerns affecting higher-risk assets [1][5][8]. Group 1: Market Performance - Solana's native SOL tokens have decreased by 7.8% in the past 24 hours, with the current price at $159.14 and a market capitalization of $88 billion [3][4]. - The trading volume for Solana is reported at 5.8 billion, indicating active trading despite the price drop [3]. Group 2: Investment Inflows - Recent inflows into spot ETFs buying Solana have reached an estimated $400 million, reflecting continued investor interest in gaining exposure to Solana [6][7]. - The inflows suggest that as more capital enters the Solana ecosystem, there is an expectation for increased token usage and potential price appreciation over time [7]. Group 3: Macro Environment Impact - The macroeconomic environment has turned unfavorable for speculative assets, with investors pulling back from higher-risk investments amid uncertainty regarding interest rate cuts by the Federal Reserve [8][9]. - The investment thesis for cryptocurrencies like Solana is heavily influenced by macroeconomic conditions, with expectations that declining interest rates could benefit riskier assets [9].

And my guess is that I think all the ingredients are in place for some kind of a blowoff. >> Billionaire investor Paul Tudtor Jones just predicted this about Bitcoin, crypto, and markets into 2026. >> If anything now is so much more potentially explosive than 1999 >> and what this means to you if you hold crypto, >> I'd want to have a combination of um gold, crypto.This is signal when Paul Tudtor Jones speaks. Big money tends to listen. >> Yes, there will be some type of a decline without a question in the ...

Core Insights - The recent crypto flash crash on October 10 highlighted the resilience of Solana, which initially fell but rebounded to a loss of 14% by October 11, showcasing its underlying value [1][3] - Solana's performance during the crisis demonstrated its ability to handle high transaction volumes without going offline, unlike other blockchains that struggled [4][8] Performance During Crisis - The flash crash resulted in approximately $19 billion in liquidations of leveraged positions, causing significant price drops across major cryptocurrencies, with some altcoins losing over 70% [3] - Solana processed thousands of transactions per second during this period, maintaining operational integrity while other networks failed [4][8] Cost Efficiency - Despite peak load conditions, Solana's transaction fees remained stable and low, contrasting with other smart contract chains [5][6] - Users opted to pay additional fees for priority processing, indicating that the network was not at full capacity, which is a positive sign for its operational efficiency [7][9] Competitive Advantage - Solana's ability to manage high throughput and maintain low costs positions it as a strong contender for developers seeking reliable blockchain infrastructure [9]