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RWA Overtakes Ethereum, Alpenglow Testing & SOL at $85 | May 2025
Audio is available on Spreaker — see link below.
Solana's RWA lending market just surpassed Ethereum at $1.23B — a structural shift backed by BlackRock, Franklin Templeton, and Citigroup deploying at scale. Plus: Alpenglow consensus hits live validator testing, SOL rejects $98, and on-chain derivatives hit a record $20B weekly.
Audio is available on Spreaker — see link below.
Solana's real-world asset lending market just crossed one point two three billion dollars, overtaking Ethereum's one point one three billion for the first time. That's not a rounding error.
The other development that matters this week is Alpenglow. On May eleventh, Solana's most significant consensus redesign entered live community validator testing.
On the price side, the picture is less clean. SOL rejected hard at ninety-eight dollars on May twentieth and has since pulled back to around eighty-five.
What complicates the bearish price read is what's happening in derivatives. On-chain perpetual DEX volumes hit twenty billion dollars weekly for the first time, driven largely by GMTrade activity.
Two more numbers worth holding onto. USDC transfer volume on Solana grew seventy-two percent quarter over quarter to eighty-eight point one billion dollars.
The two real watchpoints from here are seventy-eight dollars on SOL and Alpenglow's testnet progress. If the price holds support and testnet data stays clean, the RWA narrative has room to pull institutional attention back in.
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