Solana Daily: News & Analysis artwork
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Solana Daily: News & Analysis

Solana Daily: News & Analysis delivers sharp, timely coverage of everything happening in the Solana ecosystem — from SOL price action and on-chain data to DeFi protocol updates, NFT market shifts, and the macro forces shaping crypto markets. Whether institutional finance is moving into Solana-based real-world assets or SOL is consolidating at a critical technical level, this show breaks it all down in digestible daily episodes designed for serious investors and crypto enthusiasts alike. Each episode cuts through the noise with concise news recaps, market analysis, and context that helps you make sense of fast-moving developments — like Wells Fargo's blockchain filings, billion-dollar RWA tokenization deals, and the on-chain metrics that actually matter. Hosted for active traders, long-term holders, and anyone tracking Solana's rise as a leading smart contract platform, Solana Daily is your edge in a 24/7 market. No hype cycles, no filler — just focused Solana intelligence delivered every day. Subscribe now and stay ahead of the Solana ecosystem with the news and analysis that keeps you informed, prepared, and one step ahead of the market.

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62 episodes · Verified by YesOui

Episodes

Latest episodes

10 Jul 2026 · 4 min

Wells Fargo Files, $3.4B RWA & SOL Stuck at $78 | Jul 2026

Wells Fargo just filed for Solana ETF exposure as traditional finance quietly integrates while SOL trades 74% off its peak with bearish sentiment at yearly highs. On-chain fundamentals and token price have never been more disconnected — here's what the data actually shows.
9 Jul 2026 · 4 min

95% of Global Tokenized Equity, SOL Down 74%: What Has to Give?

Solana holds 95% of all tokenized equity trading globally and just crossed $3.4B in RWA value — yet SOL sits 74% below its January peak. Today's episode unpacks the widening gap between protocol performance and token price, with analysis on the Bitwise ETF filing, MoneyGram's validator activation, and DEX rotation signals.
8 Jul 2026 · 4 min

RWA Doubles, Clearstream Custody & SOL/BTC Breakout | Jul 2026

Solana's tokenized asset volume doubled to $5.7B in Q2 2026 as Clearstream adds SOL custody under MiCA — here's what it means for institutional capital flows. Plus: a historic transaction milestone, DEX dominance, and why SOL's 12-month BTC downtrend reversal matters.
7 Jul 2026 · 4 min

1B Weekly Transactions, 97% RWA Share & ETF Inflows Diverge

Solana just hit one billion non-vote transactions in a single week while capturing 97% of all on-chain tokenized equity volume in Q2 2026. Institutional ETF inflows are flowing into SOL as Bitcoin and Ethereum funds post outflows — here's what the on-chain data actually means.
6 Jul 2026 · 5 min

SOL at $80: Three Supply-Fix Proposals & RWA Volume Doubles | Ep. 1

Three Solana protocol upgrades could slash daily SOL issuance to near zero — here's what SIMD-550, SIMD-123, and SIMD-553 actually mean for supply dynamics. Plus RWA spot volume doubles to $5.7B, technical signals turn bullish for the first time since October 2025, and the PUMP unlock on July 12 carries real risk.
5 Jul 2026 · 4 min

SGP Votes, SIMD Inflation Fix & SOL Testing $84 Resistance | Ep. 1

Solana's on-chain governance goes live with three coordinated SIMD proposals targeting near-zero net SOL issuance — while price tests critical $84 resistance after a 12.7% weekly gain. Here's everything moving the Solana ecosystem today.
4 Jul 2026 · 4 min

SGP Live, DoubleZero at 59% & Record 3.77B Transactions | Jul 3

Solana's on-chain governance goes live with real structural tradeoffs — quorum gaps, DoubleZero controlling 59% of stake, and a $644M equity settlement on mainnet. Today's episode breaks down what SGP activation actually means for decentralization, concentration risk, and SOL's record transaction volume.
3 Jul 2026 · 4 min

SOL Hits $82 as On-Chain Governance Goes Live & RWA Share Hits 95%

Solana launches its first native on-chain governance system, SGPs, as SOL surges 10% to $82.59 and captures 95.6% of June's tokenized equities volume. Price action, governance design risks, and what to watch next — all with on-chain context.
2 Jul 2026 · 4 min

SGP Goes Live: Governance, MoneyGram & the $120 Resistance Test

Solana's stake-weighted governance framework launched on-chain, sending SOL up 10% to $82.59 in a single day — here's what the SGP mechanics, MoneyGram's validator entry, and 962M weekly transactions mean for the path to $120. Analytical, no hype — just the signals that matter for SOL holders and developers.
1 Jul 2026 · 3 min

SOL at $74: 1,000 Dapps, OUSD Consortium & the $77 Breakout Level

Solana's ecosystem hits 1,000 live dapps and 100M daily transactions while SOL trades flat near $74 — the fundamental-price disconnect deepens. Today's episode breaks down World's Phantom prediction market, Jupiter Forecast, the OUSD stablecoin consortium, and what a 150% DeFi fee surge actually signals.
30 Jun 2026 · 4 min

SOL Rallies 18% on $1.36B Tokenized Equity Volume & $1B ETF Milestone

Solana price surged 18% as tokenized stock volume hit $1.36B in a single week — and that's only part of the structural story. Spot ETFs cross $1B AUM, Alpenglow consensus upgrade targets 150ms finality, and OKX launches an AI agent marketplace on Solana.
29 Jun 2026 · 4 min

PumpSwap +111%, ETF Outflows & the $76 Level That Changes Everything

Solana DeFi fees are exploding — PumpSwap up 111%, Orca up 84% in 24 hours — but SOL spot ETF outflows and a bearish daily MACD are pulling in the opposite direction. Today's episode breaks down the on-chain signals, the $65–$76 price range that matters most, and the Alpenglow upgrade's institutional implications.
28 Jun 2026 · 4 min

SOL at $72 as Tokenized Equities Hit $10B: On-Chain Divergence | Jun 27

Solana's tokenized equities market hits a $10B cumulative transfer volume milestone while SOL struggles to hold $72 — the on-chain divergence every holder needs to understand. From Moody's credit rating integration to $28M in liquidations and stalling ETF flows, today's episode breaks down what the data actually says.
27 Jun 2026 · 4 min

RWA Hits $10B & ETF Inflows Defy SOL Price Weakness | Jun 27

Tokenized equity volume on Solana just set a single-day record of $553M while cumulative RWA transfers crossed $10B — yet SOL sits at $68, trapped below a key trendline. Today's episode breaks down the growing gap between ecosystem activity and token price, plus Agave v4.1 adoption, XDP infrastructure risks, and the Pump.fun lawsuit overhang.
26 Jun 2026 · 5 min

SOL Holds at $70 as BTC Hits 20-Month Low: Tokenized Stocks & ETF Yield Edge | Jun 26

SOL demonstrated rare relative strength at $70 while Bitcoin hit a 20-month low, driven by staking ETF yield advantages and record $644M daily tokenized stock volume on Solana. MoneyGram's live validator activation, Alpenglow test cluster progress, and a Raydium-to-Orca DEX rebalancing round out today's analysis.
24 Jun 2026 · 4 min

Solana Data Dashboard, Allfunds €1.8T Integration & SOL Double-Top

Solana ecosystem news moves fast today: the Foundation's new unified data dashboard launches as Allfunds connects €1.8 trillion in AUM to Solana — while SOL price completes a bearish double-top near $75 with a technical target of $60.80. Institutional infrastructure is building on one side; the price structure is fracturing on the other.
23 Jun 2026 · 3 min

MoneyGram Goes Live as Solana Validator: Institutional Infrastructure Shift

MoneyGram is now an active Solana validator — staking SOL and processing blocks, not just building on top of the chain. What this means for institutional adoption, the validator set, and whether 60 million customers will ever use the rails being built.
22 Jun 2026 · 4 min

MoneyGram, Toss Bank MOU & SOL ETF Rotation | Jun 22

MoneyGram joins Solana's validator set alongside Mastercard and Western Union as Toss Bank signs a remittance MOU with the Solana Foundation. SOL trades at $72–$74 while spot ETFs pull $7.1M inflows against Bitcoin's sixth straight week of outflows.
21 Jun 2026 · 4 min

Morgan Stanley Files MSOL ETF, Goldman Exits & SOL at $72 | Jun 20-21

Morgan Stanley filed for a spot Solana ETF (ticker: MSOL) while Goldman Sachs liquidated its $108M SOL position — institutional signals are splitting, not consolidating. SOL holds near $72 with exchange inflows rising and on-chain app revenue hitting $2.8M, ranking Solana first globally.
20 Jun 2026 · 4 min

SOL at $60: ETF Staking Filing, $1B Treasuries & RWA Dominance

SOL tests critical $60 support as Morgan Stanley files a staking-enabled spot ETF and five public companies cross $1B in combined treasury holdings. On-chain fundamentals diverge sharply from price action — here's what to watch next.
19 Jun 2026 · 4 min

Collector Crypt 40K Users, Goldman Exit & Morgan Stanley's Record-Low SOL ETF Fee | Jun 18-19

Solana ecosystem news heats up as Collector Crypt hits 40K daily users and $4M weekly revenue, while Goldman Sachs liquidates $108M in SOL ETF holdings the same week Morgan Stanley files for a record-low 0.14% SOL ETF. Six stories, sharp analysis, no hype.
18 Jun 2026 · 4 min

Kraken DEX Live, Moody's On-Chain Ratings & SOL at $71 | Jun 18

Kraken's Solana DEX integration went live June 18th — routing order flow through Orca and Raydium while keeping the user relationship centralised. Plus Moody's brings credit ratings on-chain, the first US operating-company STO launches on Solana, and SOL trades below its 20-day EMA at $71.65 despite strengthening ecosystem fundamentals.
17 Jun 2026 · 4 min

Pyra Shuts Down, Ethena's $250M RWA Bet & SOL at $75 Resistance

Solana DeFi contagion claims Pyra as the Drift Protocol cascade reaches its latest victim, while Ethena Labs commits $250M to tokenized CLOs on Solana and SOL consolidates at critical resistance ahead of a Fed rate decision.
16 Jun 2026 · 4 min

$75 Resistance, ETF Inflows Reverse & the Unsigned Macro Deal | Jun 16

SOL is pressing against its most critical resistance level in weeks as ETF inflows reverse course — but derivatives still lean bearish and the geopolitical deal driving the rally hasn't been signed. Everything that matters for Solana's next move, analysed in under 10 minutes.
15 Jun 2026 · 4 min

Meta USDC Goes Live, $1.45B ETF Inflows & the $72 Line | Jun 13

Meta is now paying creators in USDC on Solana across two countries with a 160-nation rollout planned — and SOL is pressing hard against a critical $72 resistance level. Today's episode breaks down six stories shaping the Solana ecosystem right now.
14 Jun 2026 · 4 min

SpaceX on Solana, ETF Inflows & the XDP Deadline | Jun 12

SpaceX tokenized shares launched live on Solana as SPCX opened 11% above offer price, pushing RWA market cap to an all-time high of $2.8B — all while SOL trades 77% below its January peak. Today's episode breaks down what the institutional signal actually means, the regulatory risk hanging over RWA, and a hard validator infrastructure deadline arriving in August.
13 Jun 2026 · 4 min

SPCX Live on Solana, BONK Burn & the $76 Line | Jun 11

SpaceX tokenized equity just went live on Solana, lifting SOL 3.8% to $78 — but 27.2M tokens on exchanges and a fragile $76 floor demand scrutiny. Today's episode breaks down SPCX's RWA implications, the BONK DAO's 1 trillion token burn proposal, and the on-chain signals that actually matter.
12 Jun 2026 · 4 min

SOL's Bearish Flag, Whale Transfers & the $60 Floor Retest | Jun 10

SOL printed a bearish flag after stalling at $70, with 456K whale SOL hitting Coinbase Prime, staking at 18-month lows, and a Raydium exploit exposing legacy code risk — all converging on the $60 floor. From macro headwinds to Kalshi's regulated SOL futures, here's every signal that matters right now.
11 Jun 2026 · 4 min

Mastercard Goes Live on Solana While SOL Stays Stuck Below $67

Mastercard launched a live AI payments system on Solana, BlackRock and Visa are deepening infrastructure builds — yet SOL remains rangebound below $67 with a bearish flag forming. Today's episode breaks down the widening gap between real-world adoption and token price.
10 Jun 2026 · 4 min

$64 and Falling: The $60 Line That Decides SOL's Next Move

SOL trades at $64 with $60 acting as the last critical support before a potential drop to $40 — long-holder exits, corporate selling, and weakening DeFi TVL are stacking against the bulls. Morgan Stanley and Mastercard endorsements offer a counter-signal, but institutional validation and institutional buying are not the same thing.

Showing latest 30 of 62 episodes.