『Solana Daily: News & Analysis』のカバーアート

Solana Daily: News & Analysis

Solana Daily: News & Analysis

著者： YesOui
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Solana Daily — covers the most important news affecting Solana in the past 24 hours. Price action with on-chain context, ecosystem developments, DeFi and NFT activity, validator updates, developer growth, and broader market impact on SOL. 6-10 stories per episode. Analytical, factual, no hype. Audience: SOL holders, developers, and crypto investors tracking the Solana ecosystem.© 2026 YesOui.ai 政治・政府 経済学
エピソード
  • RWA Doubles, Clearstream Custody & SOL/BTC Breakout | Jul 2026

    RWA Doubles, Clearstream Custody & SOL/BTC Breakout | Jul 2026
    2026/07/08
    (00:00:00) RWA Doubles, Clearstream Custody & SOL/BTC Breakout | Jul 2026
    (00:00:37) Clearstream MiCA Custody Expansion
    (00:01:14) Security Hire and Governance Launch
    (00:01:56) Transaction Milestone and DEX Leadership
    (00:02:34) SOL Price Pullback and Macro Risk
    (00:03:15) SOL/BTC Reversal and Key Risks Ahead

    Solana's real-world asset market just posted its biggest quarterly leap yet, with tokenized trading volume surging from $2.69B to $5.7B in a single quarter. Securitize tokenized $295M in equities directly on Solana — traditional stocks and fixed income settling on a public blockchain. This episode breaks down what that structural acceleration signals about where institutional money is actually moving.

    On the custody front, Clearstream — the post-trade arm of Deutsche Börse — added SOL to its MiCA-regulated custody offering in Luxembourg. For asset managers operating under European regulation, that removes a concrete compliance barrier. Capital access just got easier.

    Two further institutional readiness signals: Michael Coates, former CISO at Twitter and Mozilla, joined the Solana Foundation as Chief Information Security Officer; and Solana's on-chain governance system (SGP) went live July 1st, with the Alpenglow consensus upgrade serving as its first real-world test.

    On the network side, Solana processed close to one billion non-vote transactions in a single week — a new all-time high — while holding the top spot across all L1 and L2 networks in both DEX volume and dApp revenue.

    SOL pulled back to $77.29 from highs above $81, pressured by a $31.9M transfer to Coinbase Prime and a macro Fear and Greed Index sitting at 20. Meanwhile, SOL broke a 12-month downtrend against Bitcoin, with analysts eyeing the $100 level. Key risks ahead: a $123.65M token unlock on July 12th and persistent FTX estate overhang. Analytical, no hype — just the signal.

    This episode includes AI-generated content.
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    5 分
  • 1B Weekly Transactions, 97% RWA Share & ETF Inflows Diverge

    1B Weekly Transactions, 97% RWA Share & ETF Inflows Diverge
    2026/07/07
    (00:00:00) 1B Weekly Transactions, 97% RWA Share & ETF Inflows Diverge
    (00:00:32) Tokenized Equities Surge 97% Market Share
    (00:01:20) Active Users and ETF Inflows
    (00:01:56) World Prediction Market Launch
    (00:02:38) Alpenglow Consensus Upgrade Timeline
    (00:03:16) What the Metrics Actually Tell Us

    Solana's on-chain fundamentals are firing on every cylinder simultaneously, and this episode breaks down what the numbers actually mean for SOL holders, developers, and institutional investors.

    The network recorded one billion non-vote transactions in a single week — its highest ever — stripping out validator votes to reveal genuine user activity: DeFi swaps, token transfers, NFT interactions, and DApp usage at scale. Alongside that, Solana captured 97% of all on-chain tokenized equity trading in Q2 2026, generating $5.77 billion in volume. Securitize issued tokenized shares of its NYSE-listed stock on Solana, with Raydium handling the bulk of concentrated liquidity for those pairs. This is institutional-grade settlement infrastructure, not a proof of concept.

    Weekly active addresses surged from 16.8 million to 29.7 million in just two weeks — 76.8% growth. At the same time, U.S. spot Solana ETFs posted net inflows while Bitcoin and Ethereum funds recorded consecutive outflows, a clear sign of selective institutional allocation.

    New Solana-native prediction market World launched on July 1st, backed by Chainlink oracles and a 20-million-wallet Phantom distribution base, with ambitions across sports, politics, and macro markets.

    On the infrastructure side, the Alpenglow consensus upgrade — targeting 150ms block finality via Votor and Rotor — is now in public testnet, with a Q3 2026 mainnet target.

    SOL remains roughly 73% off its all-time high while all these metrics hit records. That divergence between price and fundamentals is the central story right now.

    This episode includes AI-generated content.
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    5 分
  • SOL at $80: Three Supply-Fix Proposals & RWA Volume Doubles | Ep. 1

    SOL at $80: Three Supply-Fix Proposals & RWA Volume Doubles | Ep. 1
    2026/07/06
    (00:00:00) SOL at $80: Three Supply-Fix Proposals & RWA Volume Doubles | Ep. 1
    (00:01:28) On-Chain Activity vs. Price Reality
    (00:02:29) Technical Reversal Since October 2025
    (00:03:03) RWA Momentum and Institutional Moves
    (00:03:47) PUMP Unlock and Jito Concentration
    (00:04:42) What to Watch Next

    Three protocol proposals — SIMD-550, SIMD-123, and SIMD-553 — are circulating in the Solana governance community, and together they could reduce daily net SOL issuance close to zero. Right now, the network mints roughly 60,000 SOL per day against just 650 burned. SIMD-553 alone would push daily burns to between 7,500 and 9,000 SOL based on resource usage. No vote date is set, but if adopted, the supply dynamic could flip entirely within 12 to 24 months.

    On-chain, the network looks genuinely active. Solana hit 847.9 million transactions in its busiest single week, averaging 1,519 TPS, while 1.6 million new addresses were added in two weeks. Yet SOL sits around $80 — still 23% below its 200-day moving average — and 24-hour trading volume dropped 29% to $1.54 billion even as the weekly price gain reached 14%. Thin participation on a rising price is a pattern worth watching carefully.

    Technically, the daily MACD crossed bullish and the SuperTrend indicator flipped to a buy signal for the first time since October 2025. The $79.88 level is the key support to hold.

    On the institutional side, RWA spot volume on Solana doubled from $2.69B in Q1 to $5.7B in Q2. Solana also signed an MOU with Kazakhstan for the Alatau City tokenization project, a reported $6B development — details remain thin.

    Two risk factors: the PUMP token unlock on July 12 (estimates range from $31M to $148M) and Jito's 95% validator client share, which is drawing growing regulatory scrutiny around MEV extraction.

    Analytical, no hype. Built for SOL holders, developers, and crypto investors.

    This episode includes AI-generated content.
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    6 分
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