Part of this article is sourced from:@molusol
Compiled | Odaily Planet Daily (@OdailyChina); Translator | Azuma (@azuma_eth)
Editor's Note: From December 11 to December 13, Beijing time, the fifth Breakpoint was successfully held in Abu Dhabi. As the largest and most influential ecosystem conference for Solana, Breakpoint often carries the expectations of the entire Solana ecosystem for information exchange on value judgments, future directions, and wealth opportunities.
As the conference concluded, KOL molu (@molusol), who focuses on the Solana ecosystem, summarized the announcement dynamics of various ecosystem projects during this Breakpoint period (Odaily Planet Daily has also made some additions). For investors interested in understanding the recent situation of the Solana ecosystem, this recap can be regarded as the most comprehensive guide to exploring the Solana ecosystem.
The following is the summary content by molu (key developments are marked with *). Due to the large number of updates, the original text is very concise, with most updates having only one or two key descriptions. Odaily Planet Daily will expand and analyze all updates based on public information.
Day1 Recap
*Coinbase DEX Supports All Solana On-Chain Tokens
Coinbase announced support for trading all Solana on-chain tokens through its DEX functionality, bypassing the traditional listing process. Users can now trade millions of tokens within the Solana ecosystem through the familiar Coinbase interface, gaining access to early investment opportunities. For projects, as long as the token has sufficient liquidity, it can be directly opened for trading to millions of Coinbase users. Coinbase stated that this move aims to make the vast number of on-chain assets more accessible and build a bridge between users and developers.
*Jupiter Announces Multiple New Product Developments
Solana ecosystem leading protocol Jupiter announced a large number of new product developments at the conference,堪称交付狂魔 (deserving of the name 'delivery demon'). Core content includes:
- Official announcement of the acquisition of RainFi, aiming to accelerate the development of the on-chain credit market on Solana;
- Jupiter Lend is open-sourced and closed beta has ended;
- Stablecoin JupUSD confirmed to launch later next week;
- Launch of the professional-grade trading user interface Jupiter Terminal;
- Launch of the token verification system VRFD......
*Keel Launches $500 Million Investment Plan to Accelerate Solana RWA Development
On-chain capital allocation platform Keel announced the launch of a $500 million investment plan aimed at attracting real-world assets (RWA) to the Solana network.
This plan, named "Tokenization Regatta," was announced at the Solana Breakpoint conference in Abu Dhabi. It aims to attract tokenized asset issuers through a competitive process. Selected projects will receive direct capital and support for issuing risk-weighted assets (RWA) on the Solana platform, such as debt, credit, or funds.
*Solstice Confirms Imminent TGE
Solstice CEO Ben confirmed at the conference that the protocol will soon undergo a Token Generation Event (TGE), with the SLX token sale starting on December 22.
Solflare Launches Hardware Wallet
Solflare co-CEO Philip Dragoslavich released the Solflare Shield hardware wallet. According to the presentation, the device stores private keys in a secure chip, requires no charging, and has no Bluetooth, screen, or connecting cables.
This wallet is the size of a credit card, comes with a 25-year warranty, and is priced between $49 and $79, but all conference attendees received one for free.
*Ellipsis Labs Launches Phoenix
Ellipsis Labs announced the launch of Phoenix, an on-chain perpetual contract exchange built on Solana.
Phoenix aims to introduce an innovative proprietary AMM model to the derivatives field. Market makers can provide and update liquidity at lower costs, resulting in smaller spreads, deeper order books, and a more adaptive quoting mechanism. This architecture also provide users with better prices, especially for large-volume trades.
*OSL Launches Stablecoin USDGO
OSL Group Chief Commercial Officer Zhang Yinghua stated at the Solana Breakpoint 2025 summit that OSL Group will launch the USD stablecoin USDGO with the Solana network. OSL Group will act as the brand and distributor for USDGO, with Anchorage Digital Bank as the issuer. USDGO is pegged 1:1 to the US dollar, is federally regulated in the US, and is planned for official launch in the first quarter of 2026, with Solana being the first supported blockchain.
Blockworks Launches Lightspeed
Solana Foundation partnered with Blockworks to launch Lightspeed IR, an institutional-grade investor relations platform. The platform is primarily targeted at liquid token funds, institutional asset managers, family offices, and Solana ecosystem projects. It is expected to launch in the first quarter of 2026.
Kingdom of Bhutan Experiments with Gold Tokenization on Solana
Bhutanese officials announced at the Solana Breakpoint 2025 summit that they will launch the sovereign gold-backed token TER on December 17 (Bhutan's National Day), pegged 1:1 to gold in the Bhutanese treasury. The token's name means "treasure" in Dzongkha.
*JPMorgan Issues and Settles Short-Term Bonds on Solana
JPMorgan created, issued, distributed, and settled a short-term bond for Galaxy Digital Holdings LP on the Solana blockchain. This $50 million US commercial paper was purchased by Coinbase and asset management company Franklin Templeton, with payment made in USDC.
Animoca Brands Advances Stock Tokenization
Animoca Brands announced it will tokenize its stock through Republic.
Day2 Recap
*Breakpoint 2026 Awarded to London
Solana Labs co-founders Anatoly Yakovenko and Raj Gokal confirmed at the Day 2 opening that Solana Breakpoint 2026 will be held in London.
*Firedancer Officially Launches
After three years of development, Jump Crypto's high-performance validator client, Firedancer, has officially launched on the Solana mainnet. It has been running on a limited number of validator nodes for over 100 days and has successfully generated 50,000 blocks.
Unlike previous hybrid tests, the client is now fully operational.
XRP Lands on Solana
Hex Trust announced the issuance and custody of a wrapped version of XRP on Solana—wXRP. wXRP is a token that supports Solana DeFi and can be redeemed 1:1 on the XRP Ledger at any time.
*Phantom Integrates Prediction Markets
Phantom announced the integration of tokenized prediction markets from Kalshi and dFlow, allowing users to place bets using any Solana ecosystem token.
*Light Protocol Introduces New Token Standard Light Token
Light Protocol announced the launch of Light Token, a new token standard on Solana. According to the developers, Light Token is "200x cheaper than SPL" in terms of on-chain account allocation and is fully compatible with DeFi.
*Multicoin Advances Solana Governance Reform
Multicoin co-founder Tushar Jain proposed the creation of a "Solana Constitution" aimed at building a better governance model for Solana, and introduced a new voting application that allows stakers to override their validators.
*Kamino Product Upgrades
Kamino announced a major brand upgrade and will launch six new products or features: private credit, RWA DEX, BuildKit, fixed rates, lending intentions, and off-chain collateral.
*Jupiter Launches Spot Trading Incentive Campaign
Jupiter announced a $1 million reward to encourage users to perform swap trades through Ultra. From December 11 to February 1 next year, users swapping eligible spot currency pairs on the protocol will automatically earn reward cards of five different tiers (minimum 1 USDC, maximum 10,000 USDC).
*Pyth Network Launches Token Buyback Mechanism Pyth Reserve
Pyth Network announced the launch of a token buyback mechanism, Pyth Reserve, aimed at using PYTH DAO's treasury revenue to monthly purchase PYTH on the open market, thereby converting actual revenue growth into sustainable network value.
Carrot Launches Leveraged Token Product with No Liquidation Risk
DeFi protocol Carrot announced the launch of TurboTokens (e.g., TurboBTC, TurboSOL), which provide leveraged exposure without liquidation risk.
Drift Teases Mobile App Launch Date
Drift Protocol co-founder Cindy announced at the conference that the native mobile application is expected to be released in the first quarter of next year, and a new liquidity provider (LP) token, DLP, will be launched.
Metaplex Launches Token Issuance Protocol Genesis
Metaplex announced the launch of Genesis, a token issuance protocol. Anyone can build a public Launchpad platform based on the Genesis SDK. The Genesis SDK supports various customization functions, including adding support for Launch Pools on the Launchpad to eliminate front-running and sniping, while allowing on-chain price discovery during product launches.
Titan Exchange Supports Limit Orders
Trading aggregation protocol Titan Exchange announced that the Limit Orders function is coming soon.
Ranger Finance to Launch Token via MetaDao
Ranger Finance confirmed that it will launch the RNGR token through MetaDao, which will occur after the latter's audit is completed.
Figure Launches RWA Liquidity Pool on Kamino
Figure launched the PRIME RWA liquidity pool on Kamino, offering an 8% yield, with returns sourced from real-world home equity lines of credit.
Ora Launches Yield-Bearing Gold Derivative Token StGOLD
Ora announced the launch of StGOLD, a yield-bearing (3%-4%) gold derivative token, and a global gold exchange network at 5 locations for physical gold redemption.
FlashTrade Expands Trading Service Scope
FlashTrade announced upcoming support for commodities, metals, and stock trading, with related functions powered by MagicBlock.
Project 0 Confirms TGE Time
Project 0 officially announced that it will release its token in the first quarter of 2026.
Ryder Launches Hardware Wallet
Ryder launched a hardware wallet where users can complete secure setup in 60 seconds with just two clicks.
Copperx Releases Kosh
Copperx announced it will launch Kosh, a new digital banking product for freelancers.
*Bitget UEX Supports All Solana On-Chain Tokens
Bitget announced that through its Universal Exchange (UEX) functionality, it will provide trading services for all Solana on-chain tokens to its 100 million users.
ChinaAMC (Hong Kong) Launches Multi-Currency Money Market Fund on Solana
ChinaAMC (Hong Kong) announced it will launch Asia's first multi-currency (HKD, USD, RMB) money market fund, which will be deployed on Solana.
Day3 Recap
*Moonbirds Confirms Token Launch in Q1 Next Year
Moonbirds parent company Orange Cap Games CEO Spencer stated at the Solana Breakpoint conference that Moonbirds plans to issue the BIRB token on the Solana network in the first quarter of 2026. Spencer also proposed that the team will build Moonbirds into the "Pop Mart of the Web3 industry" in the future, with the strategic focus on the development of collectible assets, including digital and physical collectibles that combine on-chain and real-world (IRL) elements.
*Solana Mobile Collaborates with MediaTek to Develop Hardware Integration Kit
Solana Mobile is collaborating with MediaTek, FxTec, and Trustonic to develop a hardware integration kit to expand its application on new mobile devices globally.
*worm.wtf Launches Leveraged Prediction Market
worm.wtf announced the launch of a leveraged prediction market on Solana, supporting bets with up to 3x leverage.
*Solflare Launches MagicAI, Supporting Wallet Interaction via Conversation
Solflare announced the launch of the MagicAI feature, allowing users to interact with the wallet through conversation, transforming manual operations into a conversational, result-oriented new experience.
Huma Advances Commodity Trade Finance On-Chain
Huma announced strategic partnerships with Obligate and TradeFlow Capital to expand its PayFi network into global trade. It aims to inject new momentum into international trade through scalable and compliant USDC liquidity, addressing issues of process delays and low capital efficiency that are common in commodity trade finance.
Uranium Digital Builds Uranium Trading Market
Uranium Digital CEO Alex Dolesky announced at the conference that an institutional-grade 24/7 uranium trading market will soon be launched on Solana.
Layer33 Discloses Progress
Layer33, a staking organization composed of 25 independent validator nodes, announced at the conference that just two weeks after launch, it has already achieved 12% of its goal—to have 33% of Solana staking done by independent validators.
Helius Labs Launches New Indexing API
Helius Labs announced the launch of a new Solana API, getTransactionsForAddress, which supports sorting and querying transactions by wallet address, greatly simplifying indexing work on Solana.
Helium Accelerates Entry into Latin American Market
Helium previewed at the conference that it will soon expand into the Mexican and Brazilian markets.
Arcium Launches Cerberus Protocol
Arcium CEO Yannik Schrade announced at the conference the launch of the Cerberus Protocol, the first practical dishonest majority protocol that implements a zero-trust concept.
Sanctum Launches Mobile Application
Sanctum launched a mobile application that allows users to earn up to 10% staking yield through SOL. A waitlist is now open for applications.
Glider Releases AI Automated Investment Application
Glider released its new AI-driven investment application built on Solana at the conference, which can execute gas-free and fully automated investment strategies.
Streamflow Launches New Stablecoin USD+
Streamflow partnered with M0 to launch a new stablecoin, USD+. This is a yield-bearing Solana stablecoin, 1:1 backed by US Treasuries and paying dividends daily.
SendAI Releases Suzi
SendAI released Suzi, an AI investment banking assistant tool for Solana.
Squads Protocol Launches Smart Transactions Function
Squads Protocol announced the launch of the Smart Transactions function on Solana, aimed at making transaction behavior programmable.
New Project TIX Debuts
The new project TIX made its debut at the conference. TIX is positioned as an on-chain financing protocol focused on various real-world large-scale events, aiming to provide tokenization services for physical ticketing assets of events like sports and concerts. It seeks to break the dependence of venues and artists on major ticketing platforms, thereby reducing event costs.
