Solana’s biggest event of the year, Breakpoint happened this week and the amount of news that rolled out is a bit overwhelming. Let’s try to break it down. The @solana main X account and media absolutely crushed it this year. This is an aggregation of 3 days of their summaries.
A few personal highlights for me.
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Coinbase and Bitget are giving instant access to all Solana tokens on their platforms, removing the gatekeeping we typically see on cex’s.
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Stocks are actually coming onchain, legally. Opening up defi/lending opportunities for yield on stocks as well can be a game changer to attract liquidity.
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After 3 years of “wen Firedancer", it’s finally live.
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@Arcium introducing C-SPL, a new confidential token standard that encrypts balances and transfer amounts for any Solana token
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@solanamobile partnered with chipmakers behind 2B+ Android phones to get the solana dapp store accessible to orders of magnitudes more people.
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@Kamino announced 6 new products, expanding your lending options and bringing more ways for institutions to get involved (https://x.com/kamino/status/1999401802844742122?s=20)
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@colosseum Cypherpunk Hackathon projects and winners
Day 1 TLDR: Big banks, funds and stocks are choosing Solana.
- @jpmorgan arranged U.S. commercial paper issuance for @galaxyhq on Solana
- @coinbase previewed in-app DEX trading for Solana tokens
- Bhutan will tokenize its sovereign gold reserves onchain on Solana
- @StateStreetIM and @Galaxyhq to debut a tokenized private liquidity fund on Solana
- @Blockworks_ and @SolanaFndn unveiled Lightspeed, crypto's first investor relations platform
- @ellipsis_labs introduced Phoenix Perpetuals, a Solana-native perps exchange
- @animocabrands announced it will tokenize its equity via @joinrepublic
- Marketnode and LionGlobal to bring their Singapore Physical Gold Fund on chain
- @solflare gifted its Shield hardware wallet to all Breakpoint attendees
- @xStocksFi opened xPort for institutions to mint tokenized stocks from real-world equities
- @keel_fi announced a $500m fund for Solana RWAs
- @solsticefi confirmed its upcoming TGE
- @doublezero rolled out a validator referral program
- @osldotcom announced USDGo, a regulated stablecoin on Solana
- @KyleSamani from @multicoin introduced ACE to enable custom transaction ordering on a shared state
- @JupiterExchange acquired @RainFi_ and debuted the JupUSD stablecoin + a ton of other things (https://x.com/JupiterExchange/status/1999154800982729175?s=20)
- @galaxyhq positioned Solana as the only chain capable of scaling tokenized securities
- @jerallaire, CEO of @circle, highlighted Solana's USDC volume supremacy and infrastructure adoption
- @Paxos filed for SEC clearing agency status to issue native onchain assets
- @sanctumso previewed a mobile app offering up to 10% APY
- @SGB_app enabled minting and redeeming USDC and USDT on Solana
- @wormhole reported ~$12B in bridged assets till date and ~300K new users entering Solana this year
- @altitude announced CFO Stack, a suite of tools streamlining financial operations
- @anza_xyz highlighted Solana’s sustained uptime, processing 200B transactions in 2 years, surpassing all other chains combined
PT-sUSDe by @pendle_fi is coming to Solana and landing on Kamino, powered by @Chainlink CCIP
@dYdX launched a Solana Spot DEX with zero fees
Day 2 TLDR: Firedancer is finally live, infra is scaling and defi lending is getting more mature
- Solana Breakpoint 2026 will be hosted in London :/
- @Phantom launched prediction markets powered by @Kalshi
- @inside_r3 debuted Corda for Wall Street-grade RWAs
- Full Firedancer validator client is live on Mainnet
- @bitget released UEX, letting 100M+ users trade any Solana token instantly
- @Kamino announced 6 new products evolving into an institutional yield layer
- @metaplex shipped Genesis SDK to power fair launch platforms
- @DriftProtocol announced a Q1 mobile app and DLP token
- @LightProtocol unveiled Light Token, 200x cheaper than SPL
- @Sorare launched a builder program for major sports IP
- @RaiseNetwork_ tapped Solana to power its onchain gift card and loyalty ecosystem
- @dflow integrated 75+ apps generating $33B+ volume and $34M+ revenue in Nov 2025
- @ranger_finance telegraphed a $6M min raise on @MetaDAOProject
- @debridge shipped Bundles for cross-chain interactions
- @birdeye_data debuted its onchain data intelligence platform
- @solanamobile launched its Builder Grants program
- @Figure filed for SEC approval to natively issue a second IPO on Solana
- @AbraGlobal introduced AbraFi and USDAF and sUSDAF
- @orogoldapp introduced StGOLD, the first yield primitive for composable gold
- @crunchDAO launched its testnet
- @project0 announced its upcoming TGE
- @CopperxHQ launched Kosh, a Solana-native neobank for freelancers
- Zepz debuted SendWave Wallet
- @Ryder_ID designed a hardware wallet with trading features
- @KASTxyz announced its Business product and USDC Savings Vault
- @DeFiCarrot created Turbo Tokens
- @humafinance partnered with Obligate to expand access to trade finance
- @Titan_Exchange announced Limit Orders
- @bulktrade previewed unified margin accounts
- @PythNetwork formed The Pyth Reserve
- @tushar_jain proposed a "Solana Constitution"
- @D3inc and @InterNetX partnered to tokenize 46M+ domain names via @domaprotocol
- @Solana_Company positioned Solana as the chain for China
Day 3 TLDR: Solana Mobile expanding massively, Ai, Privacy and Consumer Apps
- @jpmorgan's Scott Lucas cited "real momentum behind internet capital markets on Solana"
- @WisdomTreePrime is bringing tokenized RWAs to Solana
- @uraniumdigital_ is giving institutions access to tokenized physical uranium
- @Arcium shows off powerful privacy primitives
- @Ripple exec @luke_judges shared support for XRP’s launch on Solana
- @colosseum awarded @unruggable_io their grand prize
- @Bybit_Official highlighted the converge of CeFi and DeFi with @byreal_io
- @rendernetwork launched its customer-facing brand Dispersed
- @Rockaway_X announced 3 curated vaults arriving in January
- @solflare demoed Magic AI for natural language wallet interaction
- @AuroryProject dropped the trailer for Amiko Legends
- @SquadsProtocol launched Smart Transactions for autonomous finance
- @MeridianApp showcased an intelligent conversational analysis and trading tool
- @wormdotwtf shipped the first leverage product for prediction markets
- @humafinance partnered with Obligate and TradeFlow for global commodity trading
- @helium expanded its network coverage to Mexico and Brazil
- @sanctumso shared a first look at their app
- @seedplex_io unveiled Venture Tokens for collective SAFE purchasing
- @ZeusNetworkHQ debuted Zeus MPC
- @talamobile is bringing trustless lending to 10M+ users
- @Dune unlocked complete data pipeline control with DBT connector
- @nansen_ai rolled out an AI-powered pocket hedge fund advisor
- @formacity presented case study on Kazakhstan's Solana-centric reinvention
- @sendaifun teased Suzi, an AI investment banker
- @virtuals_io expanded to Solana via @blueshift
- @BAXUSco announced a decentralized price-mapping layer for RWAs
- @Layer_33_ launched its LST IndieSOL
- @wingbits debuted an AI intelligence layer to query aviation data
- @streamflow_fi minted USD+, streaming daily yield payouts
- @solanamobile partnered with chipmakers behind 2B+ Android phones
- @SplyceFi introduced its yield token backed by real cash flows
- @Anchorage launched VisualSign to decode complex onchain transactions
- @neukoai brought out GBOY, a flagship IP with 100K+ community assets
- @moonbirds joined @vibes_tcg and announced the BIRB TGE
- @KYDLabs shipped @tixprotocol to tokenize tickets
- @glider_fi debuted its AI-driven investing app
- @xelio_xyz made an SMS-based bank and WhatsApp payment network
- @heliuslabs rolled out a new API to analyze transaction history
- @PerleLabs released Perle Labs Creator, early access soon
