Institutional Adoption and Tokenization on Solana
Key Questions
What is Citi's forecast for tokenized equities by 2030?
Citi forecasts $5.5 trillion in tokenized equities by 2030. Solana is positioned to capture 97% of current tokenized volume based on existing activity.
How is Solana strengthening its institutional presence?
Solana's institutional moat includes CME futures, ETF flows, and prime brokerage services. SOL Strategies acquired Houdini Swap, which has processed $2.5B in volume, adding DeFi revenue streams.
What regulatory developments support Solana builders?
SEC Commissioner Hester Peirce defended open-source blockchain developers, reducing legal uncertainty. This improves regulatory clarity for Solana projects amid ongoing market developments.
Citi forecasts $5.5T tokenized equities by 2030, with Solana capturing 97% of current volume. SOL Strategies acquired Houdini Swap ($2.5B volume) adding DeFi revenue. Grayscale launched Hyperliquid ETF but Solana leads app revenue at $91M. New institutional names: Mastercard, Western Union, State Street. Helium Mobile acquisition underscores real-world use. Regulatory clarity improved: SEC Commissioner Hester Peirce defended open-source developers, reducing legal uncertainty for Solana builders.