# Сопутствующие статьи по теме Solana

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Solana", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Singapore Shuts Down Bsquared’s Crypto Payment Operations – Details

Singapore's central bank, the Monetary Authority of Singapore (MAS), has revoked the Major Payment Institution License of crypto firm Bsquared Technology. The decision followed an on-site inspection that uncovered significant compliance failures, including poor risk management, mishandling of conflicts of interest, and violations of outsourcing rules. Crucially, MAS found that Bsquared provided false or misleading information on multiple occasions, from its initial license application through the inspection process. The firm, which held the license for just 16 months, must now produce a closure certificate confirming all customer funds have been returned. MAS is also reviewing the conduct of the company's key officers, indicating potential individual consequences. This rare license revocation highlights Singapore's strict regulatory enforcement for its crypto sector, emphasizing that maintaining high standards is a priority for the financial hub.

bitcoinist05/21 08:02

Singapore Shuts Down Bsquared’s Crypto Payment Operations – Details

bitcoinist05/21 08:02

When Hyperliquid Takes Away Solana's "Internet Capital Markets" Script

The article discusses how Solana's vision of becoming the "Internet Capital Markets" is being challenged, primarily by the rise of Hyperliquid. While Solana positioned itself as a high-performance blockchain for tokenizing all global assets, its native token SOL has significantly underperformed, and its core narrative faces pressure. Hyperliquid, initially a perpetual contracts platform, has evolved into a specialized Layer 1 financial network. Its focused, trading-optimized design is attracting users and capital, suggesting a vertical L1 may be better suited for a core capital market than a general-purpose chain like Solana. This external competition was compounded by an internal $200M+ exploit on Solana's key derivatives protocol, Drift, creating a strategic vacuum. In response, Solana founder Anatoly Yakovenko heavily promoted the Phoenix protocol as a decentralized, composable alternative. However, Phoenix's trading volume remains far behind leading platforms. Solana supporters also launched critiques against Hyperliquid's decentralization, citing its limited validators and closed-source code. Critics countered that Solana's own decentralization metrics have weakened, and the foundation's overt backing of Phoenix caused friction with other ecosystem builders. The piece concludes that Solana risks losing the "Internet Capital Markets" race if it cannot regain dominance in derivatives, potentially remaining a meme coin hub rather than achieving its grand ambition of hosting all global assets.

marsbit05/21 05:57

When Hyperliquid Takes Away Solana's "Internet Capital Markets" Script

marsbit05/21 05:57

Solana Strengthens RWA Presence With Explosive Growth In Value

Despite a recent price pullback to around $85, the Solana network is experiencing significant growth, particularly in its Real-World Asset (RWA) ecosystem. The total value of tokenized assets on Solana has surged to a new all-time high of over $2.8 billion, driven by its fast transaction speeds and low costs. This reflects growing institutional interest in bringing traditional financial assets onto the blockchain. Simultaneously, Solana's perpetual futures (perp) volume has reached record levels, hitting approximately $20 billion in total volume, second only to Hyperliquid. A key driver is GMTrade, an RWA-focused decentralized exchange. SOL's daily perp volume recently hit a high of $4.7 billion, marking a 500% month-over-month increase. While perp open interest on Solana remains lower than competitors, the rising volume indicates heightened trader engagement and market liquidity.

bitcoinist05/20 00:31

Solana Strengthens RWA Presence With Explosive Growth In Value

bitcoinist05/20 00:31

When Hyperliquid Steals Solana's 'Internet Capital Market' Script

The article "When Hyperliquid Steals Solana's 'Internet Capital Markets' Playbook" discusses Solana's struggles to maintain its "internet capital markets" narrative by 2026. Despite its initial success as a high-performance "Ethereum killer," SOL's price has underperformed, dropping significantly compared to other major cryptocurrencies. Solana's vision of a global, on-chain trading network for all assets is being challenged not primarily by Ethereum, but by Hyperliquid. Hyperliquid, evolving from a perpetual contracts platform into a dedicated financial infrastructure Layer 1, has become a major beneficiary of the shift of derivatives trading from centralized exchanges to on-chain. The article argues that for high-frequency financial trading, a specialized, performance-focused chain like Hyperliquid may be more suitable than a general-purpose ecosystem like Solana. Further compounding Solana's issues was a major $200+ million exploit on its key perpetual protocol, Drift, in April, which damaged market confidence. In response, Solana founder Anatoly Yakovenko heavily promoted the protocol Phoenix as a replacement, boosting its visibility but not its trading volume, which remains far behind leading platforms. Solana supporters have launched a public critique of Hyperliquid's decentralization, pointing to its limited validators and closed-source code. Critics, however, note Solana's own declining validator count and centralization metrics. This strategy has also caused internal friction, with developers of other Solana protocols expressing discontent over the foundation's perceived favoritism towards Phoenix. The conclusion is that Hyperliquid's rise represents a challenge to the "general-purpose blockchain" narrative, proving that the core of a capital market might be a specialized trading engine rather than a broad ecosystem. If Solana cannot regain dominance in derivatives, it risks remaining a "meme coin paradise" while its grand "internet capital markets" ambition slips away.

marsbit05/19 15:07

When Hyperliquid Steals Solana's 'Internet Capital Market' Script

marsbit05/19 15:07

When Hyperliquid Steals Solana's 'Internet Capital Markets' Playbook

The article discusses how Solana's grand vision of becoming an "Internet Capital Markets" platform is facing significant challenges in 2026, primarily from the unexpected rise of Hyperliquid. Solana's performance has weakened, with its token SOL experiencing the largest price decline among major cryptocurrencies. Its core narrative of building a global, chain-based marketplace for all assets is under pressure both internally and externally. Hyperliquid, originally a perpetual futures exchange, has evolved into a dedicated Layer 1 financial infrastructure network. Its focused, trading-centric approach is attracting capital and challenging the assumption that a "general-purpose" ecosystem like Solana is necessary for a capital market. Hyperliquid's success suggests that for high-frequency trading, superior performance, liquidity, and user experience may be more critical than a broad application ecosystem. Internally, Solana's strategy suffered a blow from a major hack on the Drift Protocol in April, resulting in over $200 million in losses. In response, Solana founder Anatoly Yakovenko has heavily promoted Phoenix as a new decentralized perpetual futures platform on Solana. While this boosted Phoenix's visibility, its trading volume remains far behind leading platforms. Solana's community has launched a rhetorical attack against Hyperliquid, questioning its decentralization due to its limited validator set and closed-source code. Critics, however, point out Solana's own decreasing validator count and increasing centralization of stake. This focus on "decentralization metrics" has also caused internal friction, with other Solana ecosystem developers expressing discontent over the foundation's perceived favoritism towards Phoenix. The article concludes that the rise of Hyperliquid represents a challenge to the "general-purpose blockchain" narrative, proving that an efficient trading engine might be more central to a capital market than a vast ecosystem. If Solana cannot regain dominance in the derivatives space, it risks remaining a "meme coin paradise" rather than achieving its ambition of hosting global assets.

链捕手05/19 15:00

When Hyperliquid Steals Solana's 'Internet Capital Markets' Playbook

链捕手05/19 15:00

Trillion-Dollar Banking Giant Adjusts Portfolio: Buys XRP Heavily, Clears Out Solana

In a significant portfolio rebalancing move, Italian banking giant Intesa Sanpaolo, with $1.1 trillion in assets, has made a notable shift in its cryptocurrency holdings. According to disclosures from Q4 2025 to Q1 2026, the bank's total crypto exposure surged from $100 million to approximately $235 million. The most striking action was its first-time establishment of an XRP position, investing around $18 million through the Grayscale XRP Trust. This marks a milestone as one of the first major European banks to adopt XRP via a regulated investment vehicle. This move is part of a broader, systematic digital asset strategy. The bank also substantially increased its Bitcoin exposure via ETFs and initiated its first Ethereum investment through a staking trust. In a contrasting strategic pivot, Intesa Sanpaolo drastically reduced its Solana holdings by over 99%, nearly exiting its position in a Bitwise Solana staking ETF. This shift is interpreted as reflecting a institutional preference for assets perceived with lower regulatory and operational risk, especially following Solana's network stability issues and improved clarity for XRP after its legal settlements. The bank's actions highlight key drivers for institutional adoption: clearer regulations, the availability of compliant ETF products, and the search for portfolio diversification. This trend signifies crypto's evolving status from a niche experiment to a recognized component of mainstream asset allocation, with institutions favoring gradual, regulated entry points over direct token ownership.

marsbit05/19 13:48

Trillion-Dollar Banking Giant Adjusts Portfolio: Buys XRP Heavily, Clears Out Solana

marsbit05/19 13:48

Currency and Stock Market Barometer: Strategy Invested Over $2 Billion to Buy Over 24,800 BTC Last Week; Bitmine's ETH Holdings Increase to 4.37% of Total Supply (May 19)

Crypto & Stock Market Watch: Institutional BTC Buying Surges, ETH Holdings Grow Major listed companies aggressively accumulated Bitcoin last week, with net purchases skyrocketing over 44x to $2.03 billion. Strategy (formerly MicroStrategy) led the charge, spending approximately $2.01 billion to buy 24,869 BTC, bringing its total holdings to 843,738 BTC. Overall, listed firms (excluding miners) now hold 1,113,841 BTC, valued at ~$86.16 billion. On the Ethereum front, Bitmine purchased 71,672 ETH in the past week. It now holds 5,278,462 ETH, worth $11.56 billion and representing 4.37% of ETH's total supply. A significant portion (4,712,917 ETH) is staked, generating an annualized yield of $289 million. Industry leaders note a divergence from the MicroStrategy model, with ETH treasury firms increasingly focusing on staking yields and simpler balance sheets. In traditional markets, Morgan Stanley warns of a potential significant U.S. stock market correction if bond yields and volatility continue rising. Investment giants like Berkshire Hathaway and Bridgewater adjusted portfolios in Q1, with Bridgewater notably increasing its stakes in chipmakers like Nvidia, Broadcom, and Micron while shedding software stocks. Among other crypto-focused public companies, Solana treasury firm Upexi reported a widened net loss of $109 million for its fiscal Q3, driven by a decline in its crypto holdings' value. Meanwhile, Hyperion DeFi, a HYPE token treasury company, reported a Q1 net profit of $8.8 million and increased its HYPE holdings past 2 million tokens.

marsbit05/19 09:28

Currency and Stock Market Barometer: Strategy Invested Over $2 Billion to Buy Over 24,800 BTC Last Week; Bitmine's ETH Holdings Increase to 4.37% of Total Supply (May 19)

marsbit05/19 09:28

Deconstructing the Real Risks of DeFi Lending: Annual Loss Rate Only 0.03%

Deconstructing the true risks of DeFi lending reveals an annual loss rate of only 0.03% from hacks and exploits. Analysis of DeFi Llama data (excluding cross-chain bridge incidents) for EVM and Solana lending protocols shows that despite high historical attack frequency due to concentrated assets, the sector's security has matured significantly. Over the past year, non-cross-chain lending on these chains saw gross losses of $309M, with net losses after recoveries at $301M. Against a daily average TVL of $99.6B, this translates to a minimal annualized loss rate of approximately 0.03%. The Euler Finance case in 2023, where $197M was fully recovered, exemplifies improving asset recovery capabilities, which now account for roughly 20% of losses in this sector. Loss events follow a log-normal distribution: most are small-scale, with catastrophic losses being rare outliers. This pattern, combined with the massive scale of the total lending market, means single incidents rarely impact the broader ecosystem. It underscores the effectiveness of portfolio diversification and provides a basis for sustainable insurance models. The data indicates DeFi lending has entered a mature phase where risks are quantifiable, categorized, and manageable. The actual financial loss relative to the total capital deployed is extremely low, challenging prevailing narratives of systemic risk.

marsbit05/19 02:15

Deconstructing the Real Risks of DeFi Lending: Annual Loss Rate Only 0.03%

marsbit05/19 02:15

Goldman Sachs Dumps XRP and Solana ETFs in Major Crypto Portfolio Shake-Up

In a significant portfolio shift, Goldman Sachs has eliminated its holdings in XRP and Solana exchange-traded funds (ETFs) as of Q1 2026, according to SEC filings. The bank's Q4 2025 filing had shown about $154 million invested across four XRP ETFs, but these positions were absent in the subsequent quarter. While divesting from these altcoin products, Goldman Sachs maintained substantial investments in Bitcoin and Ethereum ETFs. It held $690 million in BlackRock's iShares Bitcoin Trust (IBIT) and $25 million in Fidelity's Wise Origin Bitcoin Fund (FBTC), despite a 10% reduction in each. Its stake in the iShares Ethereum Trust (ETHA) was cut by over 70%, leaving a position worth approximately $114 million. The move highlights the bank's strategic reallocation within the crypto ETF space, favoring the two largest digital assets over other alternatives like XRP and Solana.

TheNewsCrypto05/18 13:37

Goldman Sachs Dumps XRP and Solana ETFs in Major Crypto Portfolio Shake-Up

TheNewsCrypto05/18 13:37

Annual Loss Rate Only 0.03%: Data Disassembles the Real Risk of DeFi Lending

DeFi lending's real-world annual loss rate from hacks and exploits is approximately 0.03% of the Total Value Locked (TVL), excluding cross-chain bridge incidents. This analysis, based on data from DeFi Llama, shows that while lending protocols are frequent targets due to their concentrated assets, the actual financial impact relative to the sector's massive scale is minimal. The overall DeFi hack total of $77.51B is heavily skewed by cross-chain bridge breaches. Removing those, losses drop to $45.18B, with lending and AMM protocols being the most affected non-bridge categories. Risk has significantly improved as the ecosystem has matured. For the year leading to May 2026, net losses in EVM and Solana lending protocols were $30.1 million against an average daily TVL of $99.6 billion, resulting in the 0.03% loss rate. Notably, the industry's asset recovery capability, exemplified by the full recovery and surplus from the Euler Finance hack, mitigates net losses, with a ~20% recovery rate for non-bridge lending incidents. Attack scale follows a log-normal distribution, meaning most incidents are small, and catastrophic losses are rare. This demonstrates that diversification across protocols is an effective risk mitigation strategy. The data indicates that DeFi lending has evolved into a measurable, compartmentalized, and relatively low-risk sector within the broader digital asset landscape.

marsbit05/18 07:46

Annual Loss Rate Only 0.03%: Data Disassembles the Real Risk of DeFi Lending