{ "time": 1777748983169, "blocks": [ { "id": "yDArh_hDt-", "type": "header", "data": { "text": "1. Major Announcements & Launches", "level": 2 } }, { "id": "rBWH6vuB-Y", "type": "paragraph", "data": { "text": "This week saw several headline developments cementing Solana's position across institutional finance, RWA, and DeFi." } }, { "id": "6YG5FX3SMy", "type": "list", "data": { "style": "unordered", "items": [ "GOLDX Tokenized Gold Fund: OCBC Bank, Lion Global Investors, and DigiFT officially introduced GOLDX, marking Southeast Asia's first tokenized physical gold fund built on Solana — a landmark for regional institutional RWA adoption.", "Aave Comes to Solana: The Solana Foundation provided USDT liquidity support to Aave, simultaneously announcing that Aave will formally deploy on Solana — set to become its first blue-chip cross-chain money market on the network.", "Ramp Adds Tether on Solana: Ramp expanded fiat on-ramp support to include Tether (USDT) on the Solana blockchain, broadening retail accessibility to the ecosystem.", "Meta Enables USDC Payouts on Solana: Meta rolled out USDC payouts for creators built on Solana's payment rails, marking a significant step in mainstream social media integration with the network.", "Solana Launches Europe-Focused Research Arm: On April 30, Solana's ecosystem expanded its institutional outreach with a Swiss-based research body designed to help European financial firms navigate crypto regulatory frameworks.", "Pump.fun Burns $370M in Tokens: Pump.fun confirmed it had burned 123 billion $PUMP tokens — valued at over $370 million — representing 36% of circulating supply in a major tokenomics event ahead of its May unlock." ] } }, { "id": "RYv1EefSBm", "type": "header", "data": { "text": "2. Funding & Investments", "level": 2 } }, { "id": "9MnwIpL_As", "type": "paragraph", "data": { "text": "Institutional capital flows remained a defining narrative through this week." } }, { "id": "dbJBC5S-7x", "type": "list", "data": { "style": "unordered", "items": [ "$40M Net Inflows in April: Solana-focused investment products recorded approximately $40 million in net inflows during April 2026 amid geopolitical market tensions, reinforcing sustained institutional allocation.", "PreSPAX Sale Closes at $177M: Bitget's IPO Prime pre-sale for preSPAX concluded with over $177 million committed from more than 14,000 participants, reflecting strong risk appetite within the Solana community.", "SDP Enterprise Traction Continues: The Solana Developer Platform (SDP), launched on March 24 with Mastercard, Worldpay, and Western Union as early users, continued to gain enterprise traction this week as a primary gateway for institutional on-ramps.", "Goldman Sachs & BlackRock Exposure: Earlier in 2026, Goldman Sachs disclosed $108M in SOL holdings and BlackRock's BUIDL fund cleared $550M on the network — institutional foundations underpinning the week's positive sentiment." ] } }, { "id": "9NicsDroDR", "type": "header", "data": { "text": "3. Ecosystem Growth & Metrics", "level": 2 } }, { "id": "maMC-LH6i0", "type": "paragraph", "data": { "text": "Solana's on-chain fundamentals showed mixed but broadly resilient signals during the week." } }, { "id": "JGehtkc2cX", "type": "list", "data": { "style": "unordered", "items": [ "RWA Hits All-Time High: The Solana RWA sector surpassed $2.5 billion in total value during the April 22–28 window — a new record — driven by tokenized real estate, gold, and credit instruments.", "DeFi TVL at ~$5.455B: Total Value Locked across Solana DeFi stood at approximately $5.455 billion for the week of April 22–28, with leading protocols including Binance Staked SOL ($878M) and Jito ($870M, down 8.63% WoW).", "Tokenized Equity Dominance: Solana continues to settle approximately 94% of all-time onchain tokenized equity spot volume, cementing its role as the leading capital markets execution chain.", "Exchange Net Position: Selling pressure moderated through the week — exchange net inflows eased from a peak of 1.81M SOL on April 7 to 364,578 SOL on April 26, ticking back to 552,787 SOL on April 27 as the month wound down.", "Transaction Speed: With Alpenglow protocol upgrades in progress targeting sub-150ms finality and 65,000+ TPS, Solana's performance advantage over competitors was frequently cited in developer discussions this week." ] } }, { "id": "60lh3Dg_Od", "type": "header", "data": { "text": "4. Events & Community Activity", "level": 2 } }, { "id": "4DcITcOzP0", "type": "list", "data": { "style": "unordered", "items": [ "Solana Ecosystem Call (April 29): The SOL BROTHERS hosted a major Solana Ecosystem Call on April 29, gathering developers, builders, and community figures for a ~78-minute deep-dive on ecosystem updates.", "Gaming Expansion: The gaming narrative — led by Star Atlas's Holosim Chapter 2 update and PlaySolana's first Gaming dApp Store on the PSG1 device — continued to generate community discussion, with a shift toward AAA-grade titles where blockchain is invisible to the user.", "Mobile Builder Grants: Solana Mobile's Builder Grants program remained active, drawing interest from developers building mobile-native dApps for the Solana ecosystem.", "Europe Institutional Push: Community and institutional attention in European markets intensified around Solana's new Swiss research arm launched April 30, broadening geographic ecosystem engagement." ] } }, { "id": "Ecz1B40Zm-", "type": "header", "data": { "text": "5. Market & Price Insights", "level": 2 } }, { "id": "PnZ0xfUbF_", "type": "paragraph", "data": { "text": "SOL entered the week near $86 and closed April in the low-$84 range — modest softness, yet the first green monthly close of 2026." } }, { "id": "EDIWwcvYIG", "type": "header", "data": { "text": "SOL Price — April 26–29, 2026", "level": 2 } }, { "id": "VIKVRieDQQ", "type": "table", "data": { "withHeadings": true, "content": [ [ "Date", "SOL Price (USD)" ], [ "April 26", "$86.15 " ], [ "April 27", "$86.96 " ], [ "April 28", "$84.77 " ], [ "April 29", "$84.07 " ] ] } }, { "id": "k6H83aj6-s", "type": "list", "data": { "style": "unordered", "items": [ "April Closed +1.18%: After January (−15.3%), February (−20%), and March (−1.5%), April became the first positive monthly close of 2026 — a meaningful structural shift even if modest.", "Head & Shoulders Still Active: A three-day chart head-and-shoulders pattern remains in play; if the neckline breaks, analysts project a potential ~19% downside from current levels, targeting near $73 as a measured-move objective.", "Divergence Signal: Despite every single session in April recording positive exchange inflows (i.e., more SOL moving onto exchanges than off), price held firm — a rare divergence signaling structural buy-side demand absorbing distribution pressure, likely from institutions.", "May Outlook: Consensus entering May is cautiously mixed — token unlock overhangs (see Conclusions), a still-intact bearish chart structure, and fading sell volume all in tension with robust institutional and RWA-driven demand." ] } }, { "id": "vI544TZRVe", "type": "header", "data": { "text": "Conclusions", "level": 2 } }, { "id": "GaFn9mNMR1", "type": "paragraph", "data": { "text": "The April 26–May 02 window confirms that Solana's ecosystem is running materially ahead of its price. On-chain fundamentals — $5.45B TVL, $2.5B+ RWA ATH, tokenized equity dominance, and strong institutional inflows — stand in contrast to a SOL price still navigating a multi-month bearish technical pattern. The first positive monthly close of 2026 is constructive, but May brings real supply headwinds: PYTH's $99.89M unlock on May 19 (37.36% of circulating supply) is the single largest ecosystem unlock of the month and could pressure liquidity in the near term. Longer-term builders and institutions continue to vote with their wallets — Aave's Solana deployment, Meta's USDC creator payout rails, and the European institutional research arm are signals of a maturing network ecosystem regardless of short-term price volatility." } }, { "id": "t8AcNQdjMk", "type": "delimiter", "data": {} }, { "id": "HXSlzOokqw", "type": "header", "data": { "text": "Top 5 New Apps by Usage — Solana Ecosystem (April 26–May 02, 2026)", "level": 2 } }, { "id": "uAm0JXIzGE", "type": "table", "data": { "withHeadings": true, "content": [ [ "App / Platform", "Category", "Key Highlight" ], [ "Pump.fun", "Token Launchpad", "Burned 123B $PUMP tokens (~$370M); $10B unlock scheduled May 12; remains the dominant token launch venue on Solana " ], [ "Kamino Finance", "DeFi Lending / Yield", "Continued structured KMNO vesting; top lending protocol contributing to Solana's $5.45B TVL base " ], [ "Jito", "Liquid Staking", "$870M TVL despite an 8.63% WoW decrease; leads liquid staking volume on the network " ], [ "DigiFT (GOLDX)", "RWA / Tokenized Assets", "Launched Southeast Asia's first tokenized physical gold fund on Solana this week with OCBC Bank & Lion Global " ], [ "Jupiter DEX", "DEX / Aggregator", "Maintained dominant trading infrastructure role; cumulative volume cited at $40B+; key liquidity gateway for all Solana DeFi activity " ] ] } } ], "version": "2.30.7" }