This week Solana reached retail users in Mexico through Western Union’s USDPT, institutional allocators in Hong Kong thr | Hanami
This week Solana reached retail users in Mexico through Western Union’s USDPT, institutional allocators in Hong Kong through a second spot SOL ETF, and Da Nang’s innovation ecosystem through a new MOU with its Startup Support Centre.
BREAKPOINT is less than 30 days away. See you in London.
📰 Headline News
- Pando Solana ETF launched on HKEX, becoming Hong Kong’s second spot SOL ETF
- @anza_xyz scheduled the Alpenglow consensus upgrade for mainnet-beta on Oct 21, cutting finality to ~150ms
- @solanamobile named @Ledger its first hardware partner, preinstalling the Seeker App and Solana dApp Store on Ledger Atom
📰 Launches
- $AVGO, $TSM, $CMG, $RIOT, and $UVXY went live on Solana via @sunrise, issued by @Backpack Securities
- $ZEC launched on Solana via @sunrise, powered by @near_intents
- @SolanaFndn signed an MOU with the Da Nang Innovation Startup Support Centre to advance regional ecosystem adoption
- @Bitso listed @WesternUnion’s Solana-based $USDPT stablecoin in Mexico for direct retail trading
- @upshift_fi launched Upshift Gamma USDC with $7M+ in initial deposits, curated by @Gamma_Research_
- @reflectmoney opened pre-deposits for the @SteakhouseFi $USDG High Yield vault on @kamino
- @tryramp added support for @global_dollar ($USDG) on Solana for zero-fee on/off ramps, deposits, and vendor payouts
- @ORE allocated 50% of ORE Reserve stablecoin deposits to USDv from @solomon_labs
- @2WA_Official brought USDGO Plus SP onchain, market-neutral digital asset fund, tokenized and distributed via @osldotcom
- @PhoenixTrade launched Anthropic pre-IPO perpetuals with up to 6x leverage
- @openroboto’s SN80, the largest robotics subnet on @bittensor, integrated peaqOS
- @UmbraPrivacy launched Umbra v2, and introduced private stablecoin uUSDv backed by USDv powered by @solomon_labs
- @jito rolled out BAM Direct Bundle Ingest (DBI) and rebuilt ingestion pipelines on mainnet
- @ArcherExchange_ rolled out Archer V2 with onchain resting limit orders, 80 CU makerbook updates, and permissionless market creation
- @LaunchOnSF unveiled Baskets powered by @useDiversiFi, launching the FRONTIER tech index token
- @JupiterExchange debuted YOLO, offering up to 1,000x leveraged directional trading
- @machinedotfun debuted robotics token launches paired against industry equities
- @Flovia402 launched free access to OpenAI, Exa, Firecrawl, and CoinGecko APIs using Solana stablecoin and machine rails
- @altitude launched Altitude MCP v1 to connect AI autonomous agents directly to transaction data
- @brij_fi launched flight search APIs on pay. sh, letting AI agents lock in fares
- @Ledger Agent Intent integrated with pay. sh, letting AI agents queue transactions for asynchronous hardware signing
- @superteam partnered with @helius to provide free Developer and Business tier plans to members
- @BlockRips opened its trading card marketplace with zero added fees, powered by @Collector_Crypt
- @Beezie announced its ecosystem migration from Base to Solana, opening October 20
- @sanctumso teased native multisig security built on @multisig
- @yugalabs brought its Mudwater TCG to Solana, featuring 120 BAYC art pieces across physical and digital editions
@SuperteamIN’s Solana Summit India is 15 days out
📰 Milestones
- Solana tokenized equity holders crossed an ATH of 1.4M unique addresses
- 65% of tokenized stock volume on Solana occurred outside traditional U.S. market hours
- Solana ranked #1 for stablecoin transfers with 557M in September, up 33% from August
- @xStocksFi crossed $7.5B in cumulative trading volume on Solana
- @Ondo surpassed $500M in tokenized real-world assets on Solana
- @kamino lend’s tokenized stock supply grew 15x year-over-year, rising from $3M to $50M
- @xStocksFi’s $NVDAx crossed 180K holders
- Sunrise listed and Backpack issued $SPCX crossed 86K holders and $1.5B in cumulative volume
- Solana captured 61.5% of all cross-chain TCG gacha spending in Q3
- @crediblefin processed over $1B in payment volume on Solana
If you enjoyed this week’s newsletter, please share it with an RT.(Historical earnings: For 2026Q1 (period ended 2026-03-31), Circle reported basic EPS 0.23, diluted EPS 0.21, net income USD 55.253 million, and revenue USD 0.694 billion. For fiscal 2025 (period ended 2025-12-31), basic and diluted EPS were -0.44, net loss USD 69.508 million, and revenue USD 2.747 billion.
Consensus expectations: For the upcoming event dated 2026-11-04, consensus EPS estimate is 0.4 and revenue estimate is USD 0.797 billion.)