Solana Beach KursSOLANA

ONDO TO LAUNCH TOKENIZED US STOCKS & ETFs ON SOLANA Ondo Finance, the biggest RWA tokenization platform ($365M+ assets), is bringing tokenized US stocks and ETFs to Solana in early 2026. Key Points: → Trade US stocks 24/7 directly from your Solana wallet → Settlement in seconds, not days → Custody-backed by regulated US broker-dealers → 100+ stocks and ETFs already available on other chains Why It's Bullish: SEC just closed their investigation into Ondo with NO charges. Major regulatory clarity. This bridges Wall Street liquidity with Solana's fast, low-fee infrastructure. Imagine holding Apple or S&P 500 exposure alongside your stablecoins. RWA tokenization is projected to hit $9.4 TRILLION by 2030. Ondo is leading this space. Launch: Early 2026

Layer 1 tokens will face structural pressure in 2025. Bitcoin expands its dominance as users migrate from networks. Fragile tokenomics accelerates the fall of altcoins. Layer 1 blockchain tokens faced a difficult year in 2025, with significant price drops and a shrinking user base, while Bitcoin maintained relative strength and expanded its market dominance. This assessment is part of a year-end report from OAK Research, which points to relevant changes in investor behavior and network usage. According to the study, the pressure on layer 1 altcoins exposed structural weaknesses, especially in projects that failed to demonstrate consistent economic value generation. The market began to penalize protocols with limited use, even those that maintained technical activity and continuous development. Usage metrics reinforce this trend. The total number of monthly active users fell by more than 25% among the main blockchains analyzed. Solana registered the largest decline, losing approximately 94 million users, representing a reduction of over 60%. Conversely, BNB Chain nearly tripled its user base, attracting users who migrated from other networks in search of lower costs and greater operational predictability. Related Stories No Content Available In the tier 2 segment, the scenario was also uneven. Base stood out for its growth in Total Value Locked (TVL), driven by distribution via Coinbase. Optimism, on the other hand, faced a significant capital contraction as resources were redirected to competing solutions. Other tokens, such as zkSync Era, Polygon, and Arbitrum, ended the year with significant losses, despite technical advancements. The report identified three key factors for the negative performance: excessively leveraged tokenomics, with constant unlock schedules; a lack of efficient value capture mechanisms that connect network usage to token demand; and institutional preference for Bitcoin and Ethereum over lower-capitalization assets. Even with the devaluation of tokens, developer activity remained strong in some ecosystems. Data cited from Electric Capital shows that the EVM architecture continues to lead in the number of developers, while Bitcoin has seen the largest growth in full-time professionals in the last two years. Solana and the SVM ecosystem have also maintained continuous technical expansion. In terms of revenue, stablecoin issuers and derivatives platforms dominated the landscape. Tether and Circle concentrated a large portion of the sector's annual income, while generic layer 1 and layer 2 networks, without clear differentiation, lost relevance. The outlook for 2026 suggests consolidation, with greater capital concentration in protocols capable of demonstrating real economic utility and sustainable revenue generation models. Disclaimer: The views and opinions expressed by the author, or anyone mentioned in this article, are for informational purposes only and do not constitute financial, investment or other advice. Investing or trading cryptocurrencies carries a risk of financial loss. Tags: Layer 1

As the year-end approaches, the cryptocurrency market is keenly focused on the first quarter of 2026. Experts and analyst predictions highlight two altcoins, Solana and Cardano, with the potential to reach a market value of $100 billion. The assessments for Solana and Cardano point towards technical developments, institutional usage signals, and regulatory expectations as decisive factors for their valuation. Contents Solana’s Transformative Technical Journey and Institutional Momentum Cardano’s Progressive Storyline Fueled by Midnight and Regulatory Hopes Solana’s Transformative Technical Journey and Institutional Momentum Solana’s current market value is around $68 billion, suggesting a limited upward space to hit the $100 billion mark. Analysts point to the Alpenglow protocol update, expected to transition out of its test phase at the start of 2026, as a key enabler. This update aims to reduce transaction finalization time from seconds to milliseconds, significantly increasing the network’s block capacity. This technical shift could position Solana more competitively, especially concerning decentralized finance and corporate applications. As seen during Ethereum’s The Merge process, large-scale infrastructure updates can create significant market shifts. Experts believe a similar perception change could be on the horizon for Solana. The institutional arena also complements this narrative. Two U.S. banks have begun settling USD Coin transactions over the Solana network, indicating a new phase in the network’s integration with financial systems. Visa’s intention to continue its stablecoin efforts within the Solana ecosystem underscores the tangible signs of institutional trust. Cardano’s Progressive Storyline Fueled by Midnight and Regulatory Hopes The scenario in Cardano’s camp is ambitious yet potentially rewarding. With a market value of around $12.7 billion, a stronger price movement is necessary to reach the $100 billion threshold. However, experts emphasize that recent developments within the altcoin’s network keep this possibility plausible. Among the focal points is Cardano’s privacy-focused side blockchain, Midnight. Through a planned bridge with Solana, Midnight aims to access approximately $95 billion in decentralized finance liquidity. Although this arrangement might eventually develop into an interest area independent of the ADA coin, it possesses the potential to attract developer and user traffic to the Cardano ecosystem. On the regulatory frontier, the CLARITY Act, currently under consideration in the U.S., stands out. With the act entering the Senate process, there is an expectation that ADA could achieve a clearer framework as a commodity. This process could lay the groundwork for the long-discussed approval of Cardano ETFs, with speculation that a potential ETF could have a strong impact on pricing.

Circle minted 500M USDC on Solana today. Total USDC minted on Solana in 2025 reaches 55B. September 25 saw the largest single-day mint of 1B USDC. Circle, the issuer behind USD Coin (USDC), minted a whopping 500 million USDC on the Solana blockchain today, adding to a remarkable year of activity for the stablecoin. This substantial minting showcases the increasing demand for fast, low-cost transactions that Solana provides. The mint is part of a much larger trend in 2025. So far this year, Circle has minted 55 billion USDC on Solana, indicating strong and growing utility of the network for stablecoin transactions, DeFi applications, and cross-border settlements. September’s 1B USDC Mint Highlights Record Usage A key highlight of the year was September 25, when Circle minted 1 billion USDC on Solana in a single day, setting a record for the blockchain. This milestone underlines Solana’s capabilities to handle massive volumes quickly and efficiently, a crucial factor in making it a top choice for stablecoin issuance. Such minting volumes reflect rising institutional and retail adoption of USDC on Solana, especially in high-speed use cases like trading, remittances, and decentralized finance. 🔥 TODAY: Circle minted 500M $USDC on Solana.In 2025, 55B $USDC were minted on Solana, with the largest single-day issuance hitting 1B on Sept 25. pic.twitter.com/3DpUgVUlqG— Cointelegraph (@Cointelegraph) December 26, 2025 Solana’s Role in the Stablecoin Ecosystem Grows Solana’s performance has clearly positioned it as a dominant player in the stablecoin ecosystem. Its ultra-low fees and high throughput have made it the go-to blockchain for Circle’s growing USDC issuance. With 500M USDC minted today alone, Solana continues to prove its scalability. Looking ahead, if these trends continue, Solana could become the leading blockchain for stablecoin activity, potentially surpassing Ethereum in specific niches. Read Also : Circle Mints 500M USDC on Solana in One Day Trust Wallet Hack Hits $7M, CZ Confirms User Refunds Record $28B Crypto Options Expiry Hits December 26 Bitcoin’s Fundamentals Strong Despite Price Drops: Phong Le Gemini Adds BNB Support Amid Rising Exchange Interest Disclaimer: The content on CoinoMedia is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency investments carry risks, and readers should conduct their own research before making any decisions. CoinoMedia is not responsible for any losses or actions taken based on the information provided. Tags circle crypto Solana USDC

Layer 1 and Layer 2 tokens sank in 2025 as users and capital rotated to Bitcoin, Ethereum, BNB Chain and revenue-generating protocols despite strong developer activity. Summary Layer1 tokens saw steep price and user losses in 2025, while Bitcoin held relative strength and BNB Chain nearly tripled users as others bled activity.​ Overleveraged tokenomics, weak value capture, and institutional preference for BTC and ETH drove sustained sell pressure on alternative L1 and L2 tokens.​ Stablecoin issuers and derivatives platforms dominated revenue, while generic infrastructure tokens faced consolidation risk and a trend toward irrelevance.​ Layer 1 blockchain tokens experienced significant depreciation in 2025, with major assets losing substantial value despite sustained developer activity, according to an end-of-year report from OAK Research released this week. Altcoins head into new year with hope While Bitcoin maintained relative strength throughout the year, alternative Layer 1 tokens experienced sell-offs that exposed structural weaknesses in tokenomics and market positioning, the report stated. The findings reveal a shift from speculation to fundamental value creation, with the market responding negatively to protocols unable to demonstrate economic activity. Total Monthly Active Users declined 25.15% across major chains, according to the report’s blockchain metrics analysis. Solana recorded the steepest decline, losing nearly 94 million users, representing a drop of more than 60%, while BNB Chain nearly tripled its user base by capturing participants from other platforms. Layer 2 networks experienced similar divergence. Base demonstrated the strongest growth in Total Value Locked (TVL), solidifying its position through Coinbase’s distribution advantage, according to the report. Optimism saw TVL contract significantly as capital rotated toward competitors. The majority of major Layer 1 tokens finished the year with losses, while some newer entrants saw extreme declines, the report stated. Layer 2 tokens experienced similar performance despite technical progress. Optimism and zkSync Era posted severe declines, while Polygon and Arbitrum also fell substantially. Only Mantle (MNT) managed a modest gain, attributed to concentrated supply control rather than fundamental strength, according to the analysis. The report identified three primary forces behind the decline: overleveraged tokenomics with continuous unlock schedules; lack of credible value-capture mechanisms linking network usage to token demand; and institutional preference for Bitcoin (BTC) and Ethereum over smaller-cap alternatives. Despite price declines, developer activity remained robust across select ecosystems, according to data from Electric Capital cited in the report. The EVM stack maintained the largest developer base, with thousands of contributors including many full-time developers. Bitcoin posted the strongest two-year growth in full-time developers among major ecosystems. Solana and the broader SVM stack also grew substantially over two years, demonstrating sustained technical development despite token performance. The disconnect between developer activity and token prices revealed market maturation, the report stated. Teams continued building through down cycles, but speculative capital no longer rewarded infrastructure without clear paths to revenue generation. Stablecoin issuers dominated revenue generation, accounting for the vast majority of income among top protocols, according to the report. Tether and Circle combined generated significant annual revenue, while derivatives platforms added meaningful fee-based income through sustainable models. Generic Layer 1s and Layer 2s lacking differentiation could not compete, the report stated, noting that networks required improvements in speed, cost, or security to justify independent existence. Infrastructure tokens face continued headwinds despite regulatory clarity in key markets, according to the report’s outlook for 2026. The combination of high inflation schedules, insufficient demand for governance rights, and concentration of value capture in base layers suggests further consolidation ahead. Protocols that generate meaningful revenue may stabilize, but remain subject to broader market volatility and persistent unlock pressure from early investors, the report concluded. The analysis stated that survival for existing Layer 1 tokens depends on leadership from major platforms and renewed institutional adoption, warning that generic infrastructure tokens will continue to trend toward irrelevance as capital concentrates in protocols demonstrating economic value rather than technological novelty alone.