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RWA Hits $10B & ETF Inflows Defy SOL Price Weakness | Jun 27
Audio is available on Spreaker — see link below.
Tokenized equity volume on Solana just set a single-day record of $553M while cumulative RWA transfers crossed $10B — yet SOL sits at $68, trapped below a key trendline. Today's episode breaks down the growing gap between ecosystem activity and token price, plus Agave v4.1 adoption, XDP infrastructure risks, and the Pump.fun lawsuit overhang.
Audio is available on Spreaker — see link below.
Tokenized equity trading on Solana just hit a single-day record of five hundred fifty-three million dollars. Cumulative transfer volume has crossed ten billion for the first time.
The ETF picture adds another layer to this. Cumulative Solana ETF inflows are now at one point one billion dollars since spot ETFs launched in late October twenty twenty-five.
On the infrastructure side, Agave v4.1 adoption among validators effectively doubled in a week. The release candidate went from thirty-three validators at six point seven five percent of the network to ninety-two validators at seventeen point two seven percent.
XDP is the other infrastructure development worth tracking. Five hundred eighty-nine mainnet-beta nodes now have XDP enabled.
One unresolved risk sitting in the background is the class action lawsuit against Solana Labs and the Solana Foundation. The suit alleges unfair meme coin token launches via Pump.fun.
The through-line across today's developments is this. Solana's ecosystem is building real institutional infrastructure.
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