Beyond Trading: A Look at the Star New Projects and Major Updates in the Solana Ecosystem

marsbitPubblicato 2025-12-15Pubblicato ultima volta 2025-12-15

Introduzione

At Solana Breakpoint 2025, major updates and new projects were announced across DeFi, RWA, AI, privacy, wallets, and prediction markets. Key highlights include the mainnet launch of Firedancer, expected to boost TPS to over 1 million, and Coinbase DEX integration. In DeFi, multiple yield-bearing stablecoins were introduced: Splyce Finance launched $SFULC with 10% APY backed by real estate cash flows, while Streamflow introduced $USD+ with 3.6% APY backed by U.S. Treasuries. RockawayX and WisdomTree announced RWA yield vaults, and State Street revealed plans for a tokenized liquidity fund, SWEEP, with Galaxy Digital. Carrot introduced Turbo Tokens for leverage trading without liquidation risk, and Huma Finance partnered to provide stablecoin liquidity for稀土 mineral trading. Light Protocol introduced a new token standard, Light Token, reducing costs by 200x vs. SPL, and deBridge launched an intent-based execution model for seamless cross-chain operations. In RWA, Oro announced $StGOLD, a yield-generating gold token with physical redemption points, and Uranium Digital demonstrated on-chain uranium trading for institutions. For privacy, Arcium introduced C-SPL, an encrypted token standard, and the Cerberus Protocol for enhanced security. In AI, Solflare launched Magic AI, a decentralized assistant executing on-chain actions via natural language commands, and Glider introduced an AI-driven investment app backed by a16z. Wallet updates included Unruggable, a Solana-native hard...

Solana Breakpoint 2025 was truly spectacular. In addition to the highly anticipated mainnet launch of the validator client Firedancer (expected to potentially increase TPS to the million level) and the full integration of Coinbase DEX, there were numerous updates across all areas of the Solana ecosystem.

While ETH remains committed to its ideals of decentralization, Solana resembles a bustling construction site, operating at full throttle in all aspects, focusing on efficiency, building, building, and more building. So, let's take a look at the updates from various sectors presented at Solana Breakpoint 2025.

DeFi

Splyce Finance

Splyce Finance announced the launch of $SFULC on Solana, an interest-bearing stablecoin from Fulcrum Lending offering a 10% annual interest rate, backed by the actual cash flow from senior-collateralized multi-family residential credit. Users can mint $SFULC using stablecoins or acquire it via trading on Raydium.

Streamflow

Streamflow announced the launch of $USD+ on Solana, another interest-bearing stablecoin offering an annual interest rate of up to 3.6%, fully backed by U.S. Treasury assets.

RockawayX

RockawayX announced the launch of 3 RWA yield vaults on Solana. These vaults will operate on Kamino, Exponent Finance, and Midas respectively. Professional third-party risk management experts will be responsible for setting risk parameters, monitoring, and dynamically adjusting the vaults' investments in RWA-related opportunities, providing yield to users who deposit funds into the vaults.

WisdomTree

WisdomTree, an asset management company with $140 billion in assets under management, plans to launch yield vaults on Solana.

SWEEP

State Street, the world's fourth-largest asset manager with over $5 trillion in assets under management, plans to launch the tokenized liquidity fund SWEEP on Solana in early 2026 in collaboration with Galaxy Digital. The fund will use $PYUSD for on-chain subscriptions and redemptions and will be seeded with $200 million from Ondo Finance.

Carrot

Carrot announced it will launch Turbo Tokens, leverage tokens with no liquidation risk, allowing users to directly trade leveraged versions of assets like spot tokens. Leverage will be dynamically adjusted, and users will not face liquidation.

Huma Finance

Huma Finance partnered with Obligate and TradeFlow to provide Solana-based stablecoin liquidity for global rare earth mineral trading.

Light Protocol

Light Protocol introduced Light Token, a new token standard on Solana that is 200 times cheaper than the original SPL standard and fully DeFi compatible.

deBridge

The cross-chain interoperability protocol deBridge introduced a new execution model called "Bundle," which allows users to sign intents describing the desired outcome. The protocol will then execute these intents without the need for direct interaction with the blockchain. Simply put, multiple cumbersome cross-chain operations can be arranged with a single click.

RWA

Oro

Oro, a digital gold yield platform on Solana, announced the launch of $StGOLD, a new interest-bearing gold token. Additionally, they will deploy physical gold redemption points in 5 global sites.

Uranium Digital

Uranium Digital demonstrated their product at Solana Breakpoint, which for the first time allows institutions to purchase physical uranium on-chain, with transactions settling entirely on Solana.

Privacy

Arcium

Arcium will launch a new privacy token standard, C-SPL, which encrypts and provides privacy protection for the balances and transfer amounts of any Solana token. They also introduced the Cerberus Protocol, a zero-trust, dishonest-majority privacy protocol.

AI

Solflare

Solflare launched Magic AI, a decentralized, intent-driven assistant that understands plain language commands and executes on-chain operations. You simply describe your needs in spoken language, such as "When SOL drops below $150, swap all my USDC for SOL." Magic AI will translate this into precise, secure on-chain operations.

Glider

A new AI-driven investment app on Solana, planning to use AI to help users adjust their cryptocurrency investments based on their needs. It can automatically execute investment strategies without gas fees. The project secured $4 million in funding led by a16z, with participation from Coinbase Ventures, Uniswap Ventures, and GSR.

Wallets

Unruggable

The latest overall champion of the Colosseum hackathon. This is a hardware wallet built specifically for Solana, native to the ecosystem.

Solflare

Solflare announced that their new wallet, "Solflare Shield," has started shipping. This hardware wallet, which looks like a bank card, signs transactions via NFC.

Phantom

Phantom partnered with Kalshi to integrate prediction markets directly into their wallet. Phantom wallet users will be able to trade on Kalshi using any SOL token directly within the wallet.

Prediction Markets

worm.wtf

A prediction market that supports leverage. We've seen leveraged prediction market trading before through the collaboration between Kalshi and Hyperliquid's TROVE, but now Solana has a prediction market where leverage can be applied directly.

Crypto di tendenza

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

Domande pertinenti

QWhat are the two major highlights of the Solana Breakpoint 2025 conference mentioned at the beginning of the article?

AThe two major highlights are the mainnet launch of the validator client Firedancer (which is expected to potentially increase TPS to a million) and the full integration of the Coinbase DEX.

QWhich two projects announced the launch of new yield-bearing stablecoins on Solana, and what are their names and key features?

ASplyce Finance announced $SFULC, a yield-bearing stablecoin with a 10% APY backed by real cash flows from multi-family residential credit. Streamflow announced $USD+, a yield-bearing stablecoin with an APY of up to 3.6% fully backed by U.S. Treasuries.

QWhat significant development did the asset management firm State Street announce for the Solana ecosystem?

AState Street, the world's fourth-largest asset manager with over $5 trillion in AUM, announced plans to launch a tokenized liquidity fund called SWEEP on Solana in early 2026 in partnership with Galaxy Digital. The fund will use $PYUSD for on-chain subscriptions and redemptions and will be seeded with $200 million from Ondo Finance.

QWhat new AI-driven product did the Solana wallet Solflare introduce, and what is its core functionality?

ASolflare introduced Magic AI, a decentralized, intent-driven assistant that understands plain language commands and executes on-chain operations. It allows users to describe a need in口语, such as 'swap all my USDC for SOL if the dollar price of SOL drops below $150,' and it translates that into a precise, secure on-chain operation.

QWhat new type of wallet won the grand prize at the Colosseum hackathon and was announced by Solflare for shipping?

AUnruggable, a Solana-native hardware wallet, won the grand prize at the Colosseum hackathon. Separately, Solflare announced that its new 'Solflare Shield' hardware wallet, which resembles a bank card and uses NFC for signing transactions, has begun shipping.

Letture associate

Two Legends Lost in Three Days: Is Google's AI Talent Dam Cracking?

In three days, Google lost two AI legends. On June 18, Noam Shazeer, co-author of the seminal "Attention is All You Need" paper and Gemini co-lead, left for OpenAI. Just 48 hours later, John Jumper, 2024 Nobel laureate and AlphaFold lead, departed DeepMind for Anthropic. This follows Andrej Karpathy joining Anthropic in May. These moves highlight a structural trend: top AI talent is concentrating at mission-driven, pre-IPO firms like OpenAI and Anthropic, while Google becomes a primary source. The exodus stems from a core mission mismatch. Google's ad-centric model often subordinates AI research to product and revenue goals, creating friction for pioneers like Shazeer, who returned in 2024 only to leave again. In contrast, OpenAI and Anthropic offer singular focus on pushing AI boundaries, whether towards AGI or safety-aligned models, which deeply appeals to top researchers like Jumper. Financial incentives amplify the pull. With both OpenAI and Anthropic nearing IPO, employees stand to gain immensely from equity, an upside Google's mature stock cannot match. Furthermore, the 2023 merger of Google Brain and DeepMind, intended to consolidate strength, has instead created cultural tension and slowed the path from research to product, as evidenced by Gemini's pace. This talent redistribution is reshaping the AI landscape. While Google retains vast data and compute resources, its true crisis is the quiet, continuous loss of the people who define the field's future. The real moat in AI is not infrastructure, but the concentration of brilliant minds—a battle Google is currently losing.

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Two Legends Lost in Three Days: Is Google's AI Talent Dam Cracking?

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Behind the AI Report Card, Lies a Chinese 'Exam Setter'

Beyond the familiar performance charts like MMLU-Pro and MMMU, which major AI models strive to ace, stands a key "examiner": Chinese-Canadian researcher Wenhu Chen. An assistant professor at the University of Waterloo and founder of TIGERLab, Chen addresses the crucial need for more rigorous AI evaluation. As models like GPT-4 began scoring near-perfect results on older benchmarks like MMLU, it became difficult to distinguish their true capabilities. In response, Chen introduced MMLU-Pro in 2024, featuring harder, more reasoning-focused questions with more answer choices, successfully reintroducing meaningful performance gaps. His work extends to multi-modal evaluation with MMMU and its enhanced version, MMMU-Pro. These benchmarks test a model's ability to understand and reason with complex information from images, charts, and text across diverse academic subjects, exposing the significant challenges even top models face in genuine comprehension. Chen's background in complex QA, table reasoning, and his experience at Google DeepMind on projects like Gemini inform his approach. He understands that effective benchmarks must anticipate how models might "cheat" by memorizing data or avoiding visual analysis. His lab also actively researches video understanding and generation models (e.g., UniVideo, Vamba), ensuring his evaluation work is grounded in practical model-building challenges. Now at Meta's Super Intelligence Lab, Chen continues his focus on multi-modal data and evaluation, representing the deep yet often unseen contributions of Chinese talent in shaping the fundamental tools of the AI industry.

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Behind the AI Report Card, Lies a Chinese 'Exam Setter'

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Alliance Co-founder's Letter to Entrepreneurs: Written at the Moment Cursor Sold for $600 Billion

Alliance Co-founder's Letter to Entrepreneurs: On Cursor's $60 Billion Sale Many aspiring founders see massive exits like Cursor's $60B sale and wonder why they can't achieve the same, often concluding opportunities are exhausted. But great companies aren't built in obvious, crowded spaces. Cursor, like Stripe, Figma, and Shopify before it, started with a non-consensus belief about the future. Before ChatGPT, they believed AI would transform knowledge work. They focused on a genuinely exciting domain, became their own customer, and obsessed over power users. Their journey involved years of "glass-chewing" effort before the market was ready. The pattern is consistent: identify a long-term technological shift, find a missed entry point, and execute for years before the trend becomes obvious. First-generation products (PayPal, Adobe, Amazon) prove a market exists. Second-generation winners (Stripe, Figma, Shopify) rebuild that market around new insights, technology, or changing customer behaviors. Founders must identify their phase in the cycle. Early entrants like Coinbase or Cursor focus on making new technology usable for power users. Later entrants find the "yin" to the established "yang"—the blind spots incumbents miss as they grow distant from individual users. The key is deep market immersion. Use every product in your space. Talk to users. Build an audience. Stop looking for ideas and start *seeing* them everywhere. Then, choose one. The idea must offer a 10x improvement or solve a "hair-on-fire" pain point—something severe enough that users are already crafting workarounds. When building, avoid feature bloat. Ask: why would someone switch? Great startups rarely force new behaviors; they improve familiar workflows with drastically lower friction (e.g., Cursor forked VS Code instead of creating a new editor). Distribution is the underestimated moat. Before product-market fit, achieve distribution-market fit. How do customers discover new tools? Founders like those at Airbnb, Stripe, and Cursor did unscalable, manual work to recruit early users. The final, unteachable ingredient is resilience. Cursor built for years pre-market, faced rejection, and persisted. So did Airbnb, Nvidia, and Rain (which launched post-FTX collapse). The lesson isn't that these founders were smarter, but that they stayed in the game long enough for their insights to compound. Framework: Spot technological cycles. Cultivate unique insight. Obsess over your market. Talk to customers. Find a hair-on-fire problem. Build the simplest wedge. Win your distribution channel. Above all, don't quit when it gets hard. Most people won't do these things consistently. The few who do build the next generation of great companies. Go build.

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Alliance Co-founder's Letter to Entrepreneurs: Written at the Moment Cursor Sold for $600 Billion

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Weekly Editor's Picks (0613-0619)

Weekly Editor's Picks (0613-0619): Market Insights & Analysis This weekly digest curates in-depth analysis often lost in the information flow, focusing on key insights across macro trends, investment, and technology. **Macro & Geopolitics:** With the Strait of Hormuz reopening and military conflict shifting to negotiation, markets are pivoting from "war shock" to "supply restoration." Trades include shorting crude risk premiums, longing airlines/tourism, Asian energy importers, and bond duration, while shorting inflation expectations. LNG, fertilizer, and chemical chains are also being repriced. **Investment & VC:** Ray Dalio advises against betting on concentrated AI giants dominating indices, advocating for diversified portfolios of high-quality, low-correlation assets instead. Analysis covers the 4-year crypto cycle, predicting the core surviving product by 2029 will be asset trading markets. Current BTC metrics suggest a potential bottoming zone, presenting a patient accumulation window. SpaceX's high-profile IPO at a $2.1T valuation faces scrutiny over fundamentals, with key watchpoints being its likely inclusion in the Nasdaq index and Q2 earnings. Concerns are raised about potential "gamma squeeze" and systemic risks if its narrative-driven valuation gets amplified by passive index funds. Robinhood (HOOD) is noted for breaking its high correlation with crypto, bolstered by its stock trading and new underwriting business. **Web3 & AI:** A warning highlights ~$1.8T in off-balance-sheet AI infrastructure commitments (purchase commitments, leases) as a potential systemic risk if AI monetization lags. AI models are being used for World Cup predictions, adding a new layer for betting markets. A cost breakdown of a $20 AI subscription reveals the supply chain from model companies to cloud, GPUs, and power. **Prediction Markets:** The emergence of prediction market "concept stocks" is noted, with Robinhood developing its own platform, Rothera, signaling a shift from market competition to a "channel war" for user access. **CeFi & DeFi:** The SpaceX IPO tested perpetual contract mechanisms for pre-IPO assets, highlighting challenges in handling corporate actions like stock splits on-chain. The de-pegging of STRC (Strategy's preferred share) to ~$89 reflects market concerns over MicroStrategy's capital structure and BTC-backed leverage model. BlackRock's covered-call Bitcoin ETF (BITA) offers yield but caps upside, appealing to yield-seeking institutions. **Ethereum:** An opinion piece argues Ethereum's core strength is its vast developer community and composability, solidifying its role as the default operating system for the financial internet. **Weekly Hot Topics:** Include the US-Iran deal reopening the Strait of Hormuz, Fed's hawkish hold, Anthropic restricting model access, SpaceX acquiring Cursor, and a humorous stock surge for "Liuliumei" due to its "LLM" ticker.

marsbit1 h fa

Alliance's Co-Founder's Letter to Entrepreneurs: Written on the Occasion of Cursor's $60 Billion Sale

In this letter to entrepreneurs, Alliance reflects on the success of Cursor's $60 billion sale to Elon Musk, using it as a case study to counter the misconception that opportunities in crowded fields like AI or crypto are exhausted. The piece argues that great companies like Cursor, Stripe, Figma, and Shopify are not built by geniuses with perfect ideas, but by founders who start with a non-consensus belief about the future and build for years before that future becomes obvious to everyone. They identify long-term shifts, find overlooked entry points, and execute relentlessly. The framework for success involves: 1. **Identifying your place in the technology cycle**: Early-stage opportunities focus on making new tech usable for power users (e.g., Coinbase, Cursor). Later-stage opportunities involve finding the "yin" to an existing "yang"—the blind spots of first-generation players (e.g., Stripe vs. PayPal, Figma vs. Adobe). 2. **Cultivating unique insights**: Immerse yourself deeply in the market. Use every product, talk to users, and build an audience. Insights will emerge naturally from deep engagement. 3. **Finding a "hair-on-fire" problem**: Look for a 10x improvement or a severe, urgent pain point. The strongest signal is people already building clumsy workarounds. 4. **Building a focused MVP**: Don't just add features because you can. Ask why users would abandon their current tool for yours. The best startups rarely force new behaviors; they improve familiar workflows with drastically lower friction. 5. **Winning a distribution channel**: Distribution is often the moat. Before product-market fit, achieve channel-market fit. Find where your customers are and build an engine to reach them, even through unscalable, manual efforts initially. 6. **Persistence**: The final, unteachable ingredient is resilience. Success stories like Cursor, Airbnb, and Nvidia involved years of grinding, rejection, and perseverance when the path forward seemed unclear. The conclusion is that there is no secret. Most people fail to consistently execute these steps over the long term. The few who do build the companies that define the next era. The world is yours to create.

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Alliance's Co-Founder's Letter to Entrepreneurs: Written on the Occasion of Cursor's $60 Billion Sale

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