@SolanaCompass
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Independent Solana validator since 2021 Info, guides and dashboards on the Solana ecosystem at https://nitter.cf/t.co/muKSZAdjho - stake with us to support!
Joined September 2021
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.@birdeye_data's Solana Q3 report: 8.38M wallets now hold $SOL, up 20.5% on Q2, even as SOL trading volume fell 43%.
Card payments hit a record $262.7M with the quarter still open
Tokenized stock holders passed 1M
Solana's RWA market reached $4.49B
Q3 2026 saw conviction growing on @solana across verticals. Key insights from our report:
✅ $SOL rose 54% in Q3, closing Sept 22 at its highest level of the quarter with a market cap of $69.9B, even as daily trading volume fell 43% from Q2. The number of wallets holding SOL grew 20.5% QoQ to 8.38M.
✅ Stablecoin market cap on Solana grew 8% in Q3 to $15.65B, while holders grew twice as fast, up 16% to 13.07M wallets.
✅ Card payments set new records: Q3 card volume reached $262.7M with the quarter still unfinished, up 17.5% on Q2 and already above its full total. August was the strongest month on record at $106.2M.
✅ Solana lending supply grew 25% in Q3 to $5.15B. RWA collateral on Kamino rose 6% in Q3 to $365 million, led by OnRe’s ONyc, which grew 88% to $197M.
✅ Solana’s RWA market reached $4.49B. Tokenized treasuries remain the largest category at $1.58B, driven by BlackRock’s BUIDL. SOL ETFs added about $340M in Q3, bringing cumulative net inflows to $1.47B.
✅ Tokenized stock holders passed 1M in Q3, up 269% from 279K. Headline DEX volume grew 17% to $5.76B.
✅ Bridged BTC holders rose 42% and WETH holders 22% QoQ. ZEC was the quarter’s momentum leader, with holders up 588% to 109K.
✅ Solana perps volume reached $431B YTD, up 48% YoY, and held its first-half pace in Q3.
Full report 👇
Lending, ETF inflows and the 588% jump in ZEC holders, plus our own chart of when that ZEC surge happened: solanacompass.com/news/birde…
Bitwise's Solana staking ETF, $BSOL, took in more than $110M this week, CEO @HHorsley says.
Through Thursday, BSOL accounted for about three-quarters of the $1.52B that has entered US spot Solana ETFs since launch. It stakes all of the SOL it holds.
Over $110,000,000 of inflows into the Bitwise Solana Staking ETF $BSOL this week.
Many seem to be thinking Solana looks good —
BSOL's day-by-day inflows, its 5.52% net staking rate, and how stake on Bitwise's validator moved on-chain:
solanacompass.com/news/bitwi…
New SEC staff FAQs say a staking receipt token can be a digital commodity when a protocol-based liquid staking provider issues it.
@jito says that covers solana:J1toso1uCk3RLmjorhTtrVwY9HJ7X8V9yYac6Y7kGCPn. Its chief legal officer @RebeccaRettig1 calls it "free & clear" to add to staked Solana ETFs.
The FAQ is non-binding staff guidance and names no token. What it says, what Jito argues, and where the 15% ETF allocation comes in: solanacompass.com/news/sec-s…
Alpenglow is live on Solana devnet, a day after testnet.
@anza_xyz completed the handoff at slot 504148999, retiring TowerBFT, the consensus mechanism mainnet still runs.
App developers can now test on devnet during an observation period before the mainnet-beta migration.
What changes for apps, which commitment level new code should use, and how this compares with the testnet switch: solanacompass.com/news/alpen…
Stablecoin supply on @solana has hit a record $17.3B.
The previous high, $16.7B, was set on August 9. Since then the number of wallets holding USDC on Solana has grown from about 8.1M to 9.3M, by our own data.
Why stablecoin trackers disagree on the total, and how much of the supply is USDC:
solanacompass.com/news/solan…
$HYB, New York Life Investment Management's tokenized U.S. high-yield corporate bond fund, is now available on Solana through @centrifuge.
It is @NYLIManagement's first tokenized product. Qualified investors only; subscriptions and redemptions settle in USDC.
$HYB is now available on @solana.
Fixed income onchain is starting to look more like fixed income offchain: a broader mix of duration, credit risk, and return profiles rather than a market dominated by cash management.
$HYB extends that mix into actively managed U.S. high-yield corporate bonds, with the strategy managed by @NYLIManagement.
A wider range of fixed-income strategies is emerging as Solana’s RWA market scales quickly, from $1.5B at the beginning of the year to more than $4B in August, with 350,000+ addresses now holding tokenized assets.
It takes tokenized fixed income on Solana past T-bills and AAA CLOs into riskier corporate credit.
What HYB holds, who can buy it and how exits work: solanacompass.com/news/centr…
SkyAI shareholders withheld 67-75% of the votes cast on every director. All five kept their seats anyway: under plurality voting, a withheld vote does not count against anyone.
The equity plan failed 22.5M to 5M. Forward Industries' takeover bid for the Solana treasury firm expires 5pm ET today (Sep 25).
How plurality voting kept the board, what Forward is offering in cash or stock, and what SkyAI has and has not said since: solanacompass.com/news/skyai…
.@Helius has taken Parsed Streams and the Parsed Events API out of beta, on all plans including free.
They decode transactions from 3,600+ Solana programs and replace the older Enhanced Transactions API.
A lookup costs 10 credits, not 100. Early users are billed from Oct 1.
What each API returns, how Parsed Streams filters on the server side, and the credit costs against the legacy endpoints:
solanacompass.com/news/heliu…
How each GPU loan is secured, the limits on Kamino's market, and the risks Allez Labs flagged: solanacompass.com/news/usdai…
Loans on AI data-centre GPUs now back a yield-earning dollar on Solana.
@USDai_Official's sUSDai went live today, drawing its yield from $280M+ in loans on GPU hardware.
@kamino opened a USDai market curated by @AllezLabs, and @jupiter_earn added three sUSDai vaults.
Compute-Backed Credit on @solana.
Introducing the USDai Market on Kamino, curated by @AllezLabs.
@USDai_Official's yield-bearing dollar is backed by secured loans financing GPU infrastructure, bringing institutional GPU-backed credit to Solana.
Their mandates, the Foundation's institutional pitch, and our data on USDC holders on Solana (about 7.2M to 9.3M since June):
solanacompass.com/news/solan…
Rachel Conlan, Binance's former global CMO, has joined @SolanaFndn as Chief Strategy Officer, and ex-Polygon Labs exec Jamal Raees becomes GM of Payments.
The Foundation points to $5T+ in stablecoin volume on Solana in 2026 and $620M+ in tokenized stocks on Solana.
I’ve joined @SolanaFndn as Chief Strategy Officer. What excites me is Solana’s position to bring Internet Capital Markets to life: connecting assets, trading and payments on one global network, open to anyone, around the clock.
You can already see it happening: $200M in tokenised equities traded in a single day, with roughly 63% outside US market hours.
My focus is helping drive the next phase of growth, bringing more institutions, enterprises, builders and users into that opportunity.
Thank you to @calilyliu and the team for the warm welcome. Excited to get going. 💜
coindesk.com/business/2026/0…
