# DeFi

DEX, perps, lending, restaking and liquidity on Solana.

Posts tagged "DeFi"

• SOL Weekly News Review — October 5–11, 2026

  2026-10-12 · Eight source-checked Solana stories from October 5-11, 2026: the first negative ETF week since launch (-$24.8M, ending a 14-week streak), SOL -9.5% on a broad risk-off wave, the 200ms slot time going live at epoch 1053, the Foundation's new DvP settlement standard, Securitize's twelve on-chain equities, Samsung's USDC payments plan, a record 14 million stablecoin holders, and a 124% address surge that did not hold the price.

• SOL Weekly Data Report — October 5–11, 2026

  2026-10-12 · Machine-fetched Solana data for the week ending October 11, 2026: SOL at $110.00 (-9.5%), TVL $6.22B (-5.9%), fees $99.59M (-15.8%), DEX $12.88B (-20.9%), stablecoins down to $16.33B with USDC off 8.5%, plus the nine-week series and the fee-to-volume tell.

• Solana Weekly Intelligence — October 5–11, 2026

  2026-10-12 · Structured Solana intelligence for October 5-11, 2026: the ETF streak's first break read against a broad institutional de-risking, a 9.5% price break with a flat stake base, the 200ms slot-time milestone and the capacity/finality distinction, the DvP-and-tokenized-equity build under a falling tape, and the falsifiers for the deleveraging read.

• SOL Market Intelligence — Weekly Update: The Streak Ends at Fourteen

  2026-10-12 · SOL market intelligence for October 5-11, 2026: the first negative ETF week since launch (-$24.8M, 14-week streak broken), SOL -9.5% on a broad de-risking wave that took Bitcoin and Ether funds down harder, a $116 support break and $21M liquidation hour, the fee-to-volume ratio holding near its high, and the levels that frame mid-October.

• Deep Dive: Atomic Settlement — Solana's DvP Standard and the Week Tokenized Equity Came Ashore

  2026-10-12 · Solana's week of settlement: an open-source DvP framework built with J.P. Morgan input, twelve US equities tokenized by Securitize and settled in USDC, and Samsung's device-scale USDC payment plan. A deep dive into what delivery-versus-payment actually solves, how atomic escrow works, why the finality question still gates institutional adoption, and what to watch before calling any of it real.

• SOL Weekly News Review — September 28–October 4, 2026

  2026-10-05 · Eight source-checked Solana stories from September 28-October 4, 2026: a phantom Alpenglow date, ETF inflows collapsing from a record $188.21M to $2.43M, the first daily ETF outflow on September 30, a quiet quarter close, USDC at a series high, DEX volume falling while fees refused to, and an adoption file that kept filling. Every claim attributed, every take stated.

• SOL Weekly Data Report — September 28–October 4, 2026

  2026-10-05 · Machine-fetched Solana data for the week ending October 4, 2026: SOL at $119.60 (-1.9%), TVL $6.52B (-1.5%), fees $111.67M (-1.0%), DEX $16.28B (-11.1% on a restated base), stablecoins at a record $16.82B with USDC at a series high, plus the eight-week series and the fee-to-volume tell.

• Solana Weekly Intelligence — September 28–October 4, 2026

  2026-10-05 · Structured Solana intelligence for September 28-October 4, 2026: the consensus calendar's discipline test, an ETF channel that blinked without breaking, a dollar layer that re-tilted toward the majors, a fee-to-volume ratio at its eight-week high, and the falsifiers for the consolidation read.

• Deep Dive: No Alpenrush — What September 28 Did and Didn't Switch On

  2026-10-05 · September 28 was billed in some corners as Alpenglow's mainnet date. It wasn't. A deep dive into what the Agave 4.3 window actually is, how a schedule entry became a consensus-overhaul date, what Alpenglow activation will really look like, and the Firedancer gating constraint nobody can skip.

• SOL Market Intelligence — Weekly Update: A Fourteen-Week Streak Survived on $2.43M

  2026-10-05 · SOL market intelligence for September 28-October 4, 2026: ETF inflows collapsed from a record $188.21M to $2.43M with the first daily outflow on September 30, the 14-week streak survived on a Friday print, SOL consolidated inside a $3.92 band, and the fee-to-volume ratio hit its eight-week high.

• SOL Market Intelligence — Monthly Report: September 2026

  2026-09-30 · The September 2026 monthly report for SOL: +15.6% on the calendar month to $119.09, network fees at $416.1M (+33.1% vs August), DEX volume $78.3B (+20.0%), TVL +12.4%, USDC's climb to dominance, a record $188.21M ETF week, and a quarter that closed up roughly 60% - all real, machine-fetched data with stated windows.

• SOL Weekly News Review — September 21–27, 2026

  2026-09-28 · Thirteen source-checked Solana stories from September 21-27, 2026: a highest-close-in-seven-weeks at $121.38, Alpenglow reaching testnet, a record $188.21M ETF week, a stablecoin base that set a record and changed shape, a chain that voted to become a Solana token, and a research report that put a number on the bot question. Every claim attributed, every take stated.

• SOL Weekly Data Report — September 21–27, 2026

  2026-09-28 · Machine-fetched Solana data for the week ending September 27, 2026: SOL at $121.38 (+9.2%), TVL $6.64B (+7.4%), fees $112.88M (series high), DEX $17.48B (-11.9%), stablecoins at a record $16.74B, plus the seven-week series, fee-per-volume context, and what this report refuses to estimate.

• Solana Weekly Intelligence — September 21–27, 2026

  2026-09-28 · Solana analysis for the week ending September 27, 2026: Alpenglow reaches testnet, ETF flows hit a record $188.21M, the stablecoin base sets a record and changes composition, and the DEX volume series meets the bot question. The week's intelligence, with sources and what would falsify the read.

• SOL Market Intelligence — Weekly Update: September 21–27, 2026

  2026-09-28 · SOL market intelligence for the week ending September 27, 2026: $111.15 to $121.38 (+9.2%), a record ETF week of $188.21M, outperformance of +5.2pp vs BTC and +7.3pp vs ETH, and the levels that frame the next move. Machine-fetched, source-attributed, with a forward watch list.

• Deep Dive: Alpenglow on Testnet — What 150-Millisecond Finality Would Actually Change

  2026-09-28 · Alpenglow completed its testnet activation in September 2026. A deep dive into Votor, the 12.8s-to-150ms finality target, what changes for users and institutions, what does not, how it compares to other chains, and why no mainnet date exists yet. Machine-verifiable milestones only.

• SOL Weekly News Review — September 14–20, 2026

  2026-09-21 · Thirteen source-checked Solana stories from September 14-20, 2026: a seven-month high above $110, a $38M short squeeze, 250ms slot times going live, the SEC's tokenized-securities exemption, a twelfth straight week of ETF inflows, and a stablecoin base that shrank while price rallied.

• SOL Weekly Data Report — September 14–20, 2026

  2026-09-21 · Machine-fetched Solana data for the week ending September 20, 2026: SOL at $111.02 (+11.8%), TVL $6.18B (+4.6%), DEX volume $18.49B, fees $103.99M, stablecoins at a series low of $15.74B, plus the six-week series and what this report refuses to estimate.

• Solana Weekly Intelligence — September 14–20, 2026

  2026-09-21 · Five structured questions about Solana for the week of September 14-20, 2026: whether the +11.8% move was a squeeze or a re-rating, why the dollar base hit a series low during a rally, what 250ms slots change, and a health check of five green, two amber and zero red.

• Deep Dive: Solana's 250ms Clock — What SIMD-0525 Actually Changed

  2026-09-21 · Solana activated 250-millisecond slot times at epoch 1037 on September 18, 2026 - the latest stage of SIMD-0525. What changed, what deliberately did not, what validators gave up, and the one condition that gates the final step to 200ms.

• SOL Weekly News Review — September 7–13, 2026

  2026-09-14 · Twelve real, source-checked Solana stories from September 7-13, 2026: tokenized equity volume topping Nasdaq and NYSE combined, choppy ETF flows, fees up 28.3% in a down week, and SOL closing at $101.75.

• SOL Weekly Data Report — September 7–13, 2026

  2026-09-14 · The real numbers for Solana, week ending September 13, 2026: SOL $101.75 (-4.5%), TVL $5.91B, DEX $18.5B, network fees $108.3M (+28.3%), stablecoins $16.46B. All machine-fetched from public APIs.

• Solana Weekly Intelligence — September 7–13, 2026

  2026-09-14 · Five structured questions on Solana for the week ending September 13, 2026, answered with real fetched data: a down price week on rising fees, a shifting stablecoin mix, and choppy ETF flows.

• Deep Dive: Tokenized Equities on Solana — the Week the Tape Flipped

  2026-09-14 · Solana's tokenized stock market just posted its biggest week: a single day of volume reportedly topping Nasdaq and NYSE combined, a record $684M supply, and six issuers competing. What is real, what it means, and what to watch.

• SOL Weekly News Review — August 31–September 6, 2026

  2026-09-07 · Ten real, source-checked Solana stories from August 31-September 6, 2026: SOL named a core ETF asset on September 5, BSOL passing $1B, August's 5.2B transaction record, and stablecoins at a series-high $16.62B.

• SOL Weekly Data Report — August 31–September 6, 2026

  2026-09-07 · The real numbers for Solana, week ending September 6, 2026: SOL $103.17 (+1.5%), TVL $5.92B (flat), DEX $16.5B (-10.9%), network fees $84.4M (-14.5%), stablecoins at a series-high $16.62B. All machine-fetched.

• Solana Weekly Intelligence — August 31–September 6, 2026

  2026-09-07 · Five structured questions on Solana for the week ending September 6, 2026, answered with real fetched data: a consolidation week with a series-high stablecoin base, cooling activity, and a landmark regulatory designation.

• Deep Dive: SOL's Core-Asset Designation — the Week Solana Joined Bitcoin and Ether in the Trust Framework

  2026-09-07 · On September 5, 2026, SOL was formally recognized alongside Bitcoin and Ether as a core asset for commodity-based trusts. What the designation actually is, why it came after the ETFs, and what it unlocks next — written from the real data.

• SOL Weekly News Review — August 24–30, 2026

  2026-08-31 · Nine real, source-checked Solana stories from August 24-30, 2026: the breakout week that closed at $105.59 (+10.7%), a Friday high close of $109.18, fees at a series-high $98.8M, and the on-chain data behind it.

• SOL Weekly Data Report — August 24–30, 2026

  2026-08-31 · The real numbers for Solana, week ending August 30, 2026: SOL $105.59 (+10.7%), TVL $5.92B (+6.3%), DEX $18.5B, network fees at a series-high $98.8M (+19%), stablecoins $15.96B. All machine-fetched.

• Solana Weekly Intelligence — August 24–30, 2026

  2026-08-31 · Five structured questions on Solana for the week ending August 30, 2026, answered with real fetched data: the breakout week — +10.7% price, a series-high $98.8M in fees, TVL at $5.92B, and one USDC drawdown to watch.

• SOL Market Intelligence — Monthly Report: August 2026

  2026-08-31 · The August 2026 monthly report for SOL: +38.6% from the August 10 open to $105.59, the $97 ceiling broken, TVL up 23%, fees up 56%, and the ETF complex compounding — all real, machine-fetched data with stated windows.

• Deep Dive: Solana's August Breakout — Anatomy of a Three-Week Re-Rating

  2026-08-31 · Solana gained 38.6% in three weeks and broke the $97 ceiling that had capped the recovery since June. This deep dive dissects the breakout with real data: what broke, what confirmed it, and the exact lines that would invalidate it.

• SOL Weekly News Review — August 17–23, 2026

  2026-08-24 · Eight real, source-checked Solana stories from August 17-23, 2026: the +25.9% week to $93.88, DEX volume spiking 81.5% to a series-high $19.8B, fees up 30.9%, and USDC growing 8.2%.

• SOL Weekly Data Report — August 17–23, 2026

  2026-08-24 · The real numbers for Solana, week ending August 23, 2026: SOL $93.88 (+25.9%), DEX volume $19.8B (+81.5%, series high), fees $83.1M (+30.9%), TVL $5.57B (+15.6%), stablecoins $16.14B. All machine-fetched.

• Solana Weekly Intelligence — August 17–23, 2026

  2026-08-24 · Five structured questions on Solana for the week ending August 23, 2026, answered with real fetched data: the base-breaking week — +25.9%, DEX at a series-high $19.8B, fees +30.9%, and a USDC-led stablecoin rotation.

• Deep Dive: The Road to a Spot SOL ETF — What the Live Complex Actually Looks Like

  2026-08-24 · Four US spot SOL ETFs are trading, with Bitwise's BSOL the largest fund. This deep dive reads the live complex with real data: what the products are, what flows and scale are verifiable, and what the road ahead requires.

• Deep Dive: Pump.fun and the Solana Meme Economy — an Honest Data Assessment

  2026-08-19 · Pump.fun drives a famous share of Solana's activity — but which claims survive source-checking? A deep dive on what the meme economy's footprint looks like in verifiable data, and what this site refuses to estimate.

• SOL Weekly Data Report — August 10–16, 2026

  2026-08-18 · The real numbers for Solana, week ending August 16, 2026 — the baseline week: SOL $75.28, TVL $4.82B, DEX $10.9B, fees $63.5M, stablecoins $15.76B. All machine-fetched; no WoW estimates.

• SOL Weekly News Review — August 10–16, 2026

  2026-08-17 · Eight real, source-checked Solana stories from August 10-16, 2026: the baseline week — SOL at $75.28, DEX volume $10.9B, fees $63.5M, and the quiet mid-$70s base the August breakout launched from.

• SOL Market Intelligence — Monthly Report: August 2026 (Mid-Month Snapshot)

  2026-08-17 · The mid-month August 2026 snapshot of SOL market conditions — $75.28 baseline, $10.9B DEX, $63.5M fees — superseded by the full August monthly of August 31 and kept for the record.

• Solana Weekly Intelligence — August 10–16, 2026

  2026-08-16 · Five structured questions on Solana for the week ending August 16, 2026, answered with real fetched data: the baseline week — a 94-cent range, series-floor activity, USDT at a five-week high, and the calm before the breakout.