『Dual Exploits, $900M RWA Inflows & SOL Testing $75 Support』のカバーアート

Dual Exploits, $900M RWA Inflows & SOL Testing $75 Support

Dual Exploits, $900M RWA Inflows & SOL Testing $75 Support

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(00:00:00) Dual Exploits, $900M RWA Inflows & SOL Testing $75 Support
(00:01:12) DeFiTuna $580K Exploit
(00:01:54) Across Protocol Relayer Attack
(00:02:30) Morgan Stanley, SBI, and Ondo Deals
(00:03:20) RWA Inflows and Japan's Institutional Push
(00:04:09) Key Watchpoints Going Forward

Solana faces a defining 24-hour window as two separate DeFi security incidents collide with three major institutional partnership announcements — and SOL sits on critical price support at $75–$77.

On the security front, DeFiTuna lost $580,000 in USDC through a smart contract flaw introduced after its original audit, leaving affected lenders in withdrawal uncertainty with no reimbursement plan announced. Hours later, Across Protocol's Solana relayer was attacked, with Risk Labs relayer capital absorbing the hit while user funds remained safe — though a post-mortem is still pending and the full attack vector is unknown.

Against that backdrop, three institutional signals landed inside 48 hours. Morgan Stanley added Solana to its approved trading platforms for US clients. SBI, Japan's largest financial conglomerate, announced a dedicated joint venture with the Solana Foundation to build tokenized capital markets infrastructure using its JPYSC stablecoin. And Ondo Finance confirmed tokenized Japanese equity distribution through SBI's ecosystem with yen settlement, sending the ONDO token up 15%.

Underpinning it all: Solana pulled in $900 million in real-world asset inflows over 30 days, posting $8.68 billion in transfer volume — up 105% month-over-month — and capturing 9.29% of the total RWA market. Open interest dropped from $5.8B to $4.8B, a sign of orderly deleveraging rather than panic.

The key watchpoints: whether $75 holds as support, whether DeFiTuna's recovery plan addresses lender uncertainty, and what the Across post-mortem reveals. Those three outcomes matter more than any headline right now.

This episode includes AI-generated content.
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