Lookonchain APP

App Store

Insight: Solana Gears Up for 2026 With RWA Momentum, Institutionalization Trend Heats Up

2026.01.02 13:21:05

On January 2nd, Solana reported record real-world asset (RWA) tokenization activity heading into 2026, building on momentum from late 2025. December data shows Solana’s on-chain RWA value grew nearly 10% month-over-month to a new high of $873 million, while the number of RWA holders rose 18.4% to 126,000. Solana’s RWA ecosystem is currently dominated by U.S. Treasury-like assets: BlackRock’s $255 million BUIDL Fund and Ondo’s $176 million USD Yield Product lead the pack. Tokenized stocks (Tesla, NVIDIA) and institutional funds are also ramping up on the chain. The network is on track to become the third public blockchain to top $1 billion in RWA value, trailing only Ethereum (≈$12.3 billion) and BNB Chain (over $2 billion). Bitwise recently noted that passage of the U.S. CLARITY Act (a crypto market structure bill) in 2026 could supercharge the tokenization wave—with Solana poised to be a top beneficiary. Though SOL has pulled back from its all-time high, a spot Solana ETF has launched with ~$765 million in inflows. Separately, Western Union is building a stablecoin settlement platform on Solana, set to launch in H1 2026, boosting its institutional adoption outlook.
Relevant content

SEC plans to unveil a major cryptocurrency initiative, covering customized issuance of crypto investment contracts and security tokenization.

As the Crypto Market Structure Act (dubbed the CLARITY Act) stalls in the U.S. Congress, the U.S. Securities and Exchange Commission (SEC) is preparing to roll out two major initiatives in the coming days that could further boost the U.S. crypto industry. The SEC announced it will hold a public meeting on Friday to "establish a customized issuance mechanism for certain investment contracts involving crypto assets". Additionally, the SEC plans to soon unveil an "innovation exemption" initiative allowing trading of tokenized securities. This move could reshape the U.S. stock market landscape and pave the way for 24/7 trading of stock tokens on blockchain.

10 minutes ago

SpaceXAI: The Grok chatbot is already in the testing phase.

SpaceXAI has announced that its Grok chatbot is now in the testing phase, and starting today, it is available to desktop and iOS users who subscribe to the SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium plans.

10 minutes ago

Trend-following funds have taken a record short position in global bonds, with the US CPI report expected to be the key determinant of their profit and loss.

According to Bloomberg, data from UBS Group shows that Commodity Trading Advisors (CTAs), which seek to profit from price movements across various asset classes, tripled their underweight positions in bonds in July from two weeks prior. Since then, these bets have remained stable. If the upcoming U.S. Consumer Price Index (CPI) and Producer Price Index (PPI) push Treasury prices higher, the CTAs face the risk of losses. Strategist Nicolas Le Roux noted that a 1-basis-point move in the 10-year Treasury yield ahead of inflation data translates to roughly $300 million in profit or loss for CTAs, with this exposure being the largest UBS has recorded since it began compiling relevant data in 1990.

10 minutes ago

Brad Lightcap, head of special projects at OpenAI, is set to depart.

According to a report from The Information, Brad Lightcap, head of special projects and former chief operating officer (COO) of OpenAI, is set to leave the company. Over the past year, Lightcap’s internal responsibilities at OpenAI have undergone multiple adjustments, with his latest role being leading "special projects". A long-time core member of OpenAI’s management team, Lightcap shifted from his COO position to lead special projects in early 2026 during an executive reshuffle, overseeing cross-company matters including complex transactions and strategic investments, and reporting directly to CEO Sam Altman. His departure comes as OpenAI continues to expand its commercialization efforts, advance enterprise business and strategic partnerships. The company has previously implemented multiple rounds of organizational restructuring, including transferring some COO responsibilities to other executives. Brad Lightcap joined OpenAI in 2018, and prior to that held roles at Y Combinator and JPMorgan Chase. He was one of the key operations and business leaders during OpenAI’s transition from a research institute to a commercial AI company.

10 minutes ago

Fed's Goolsbee: The biggest problem facing the economy is inflation

Federal Reserve's Goolsbee said that as long as consumption remains robust, the economy will stay healthy. The biggest problem facing the economy is inflation. (Jinshi)

10 minutes ago

Market News: ZoomInfo Data Now Integrated into Microsoft Copilot Studio

According to market reports, ZoomInfo data has now been integrated into Microsoft Copilot Studio, and is available for use in Microsoft 365 Copilot, Dynamics 365, Excel, and Word.

10 minutes ago

Popular tokens

BitcoinEthereumHyperliquidSolanaTRONBNBTetherAaveXRPPepeFartcoinOndoJupiterUniswapBonkPendleEthenaArbitrumAvalancheLidoChainlinkPolygonDogecoinCardano