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Solana's next bull market script held at the same time as the conference 1,576 projects are reshaping Solana’s real economy From December 11th to 13th, the fifth Breakpoint concluded in Abu Dhabi. On the surface, this is just Solana’s annual ecological conference； But what is really worth chewing over is the Solana Cypherpunk Hackathon held at the same time as the conference. At a time when the market is sluggish, narratives are lacking, and market sentiment is close to freezing point, this hackathon instead released a very unusual signal: Solana, is quietly moving into the next phase. 1. This is no longer a "hackathon for demos" Let’s look at a set of data first: Covering 150+ countries 9000+ developers participate 1576 project submissions Becoming the largest crypto-themed hackathon in history But more important than scale is direction. This time, the Solana Hackathon is no longer about competing for TPS or showing off technical skills, but almost all winning projects are answering the same question: What kind of real economy does Solana want to carry? 2. Overall champion Unruggable: Solana is taking back "wallet control"" The overall winner of this hackathon is Unruggable 👉 X: https://x.com/unruggable_io Unruggable does not simply "make a hardware wallet", but fills a long-neglected but extremely critical gap in Solana: Solana has never had its own native cold wallet. Past few years: Phantom is a hot wallet Ledger is a universal wallet Solana has always been "the chain that is supported", not "the chain that is prioritized for design"" The idea of Unruggable is very straightforward: Design a separate cold wallet + native application system for Solana. It upgrades the wallet from an "asset container" to an "ecological portal" and natively integrates: Jito (transaction optimization) Jupiter (exchange, lending) Squads (multi-signature) Titan, Privacy Cash, Anza private transfer SNS and other Solana native functions There is only one signal released behind this: Solana is no longer satisfied with being a "connected chain", but wants to regain user access. 3. The prediction market is becoming Solana’s "content layer"" The consumer application subdivision is almost completely occupied by one direction: Prediction markets. 🥇 Capitola (first place) 👉 https://x.com/ryanchern A native aggregator of prediction markets, helping users get the best odds across platforms. 🥈 Superfan (2nd place) 👉 https://x.com/superfan_one A Metaverse record label based on Solana + MetaDAO, which uses prediction markets to "determine credit and value" for artists. 🥉 Fora (third place) 👉 https://x.com/ForaMarkets A social trading platform that supports group chat + prediction market protocol. Fourth place: Toaster.trade 👉 https://x.com/ToasterDotTrade Solana lightweight trading platform powered by Hyperliquid. Fifth place: Nomu 👉 https://x.com/EatwithNomu Convert "consumption" into liquid and dividend-paying capital. You will find that Solana’s prediction market is no longer just a financial tool, but: content production mechanism social interaction style Group Cognition Game Field In one sentence: Solana is directly financializing "attention" and "belief". 4. DeFi no longer pursues extreme returns, but begins to "be like a bank"" Almost all the award-winning projects in the DeFi sub-division deliberately avoided high-leverage narratives. 🥇 Yumi Finance 👉 https://x.com/YumiFinance BNPL (buy now, pay later) on the chain, covering the entire process of credit assessment, lending, and bad debt processing. 🥈 Kormos 👉 https://x.com/Kormos_Finance Fractional reserve model clearly differentiates between liquid and locked depositors, with clear risk stratification. 🥉 Rekt 👉 https://x.com/GetRektApp A gamified trading app for ordinary users, you can participate in direction predictions for just $1. Fourth place: Archer 👉 https://x.com/ArcherExchange_ Anti-MEV trading protocol, optimizing the market structure of market makers and traders. Fifth place: Hobba 👉 https://x.com/hobba_io A lending protocol that automatically allocates liquidity and uses the proceeds to repay user loans in reverse. A clear sign is: Solana DeFi is shifting from "fighting for radicalization" to "fighting for structure." 5. Infrastructure: Solana has begun to seriously "complement the developer experience" The infrastructure track is the most underestimated but most critical part of this hackathon. 🥇 Seer Solana version of Tenderly provides function-level and row-level transaction tracking (not publicly available yet). 🥈 Corbits 👉 https://x.com/corbits_dev allows AI Agent to pay API fees instantly through x402 protocol. 🥉 Ionic Solana’s native data aggregation layer (not yet publicly available) can return complex statistical results in milliseconds. Fourth place: Pine Analytics 👉 https://x.com/PineAnalytics Full-stack blockchain analysis and visualization platform. Fifth place: Hyperstack 👉 https://x.com/hyperonsol Coded data infrastructure greatly reduces Solana back-end development costs. When a chain begins to systematically complete debugging, analysis, and deployment tools, it means that it has entered: ""Retain developers" stage, rather than "attract attention" stage. 6. RWA and Stablecoins: Solana is actively connecting with the real economy RWA Division Champion: Autonom 👉 https://x.com/AutonomRWA provides a dynamic pricing oracle for real-world assets and solves the impact of corporate actions on prices. Other key projects: Bore.fi: Uninteresting but Stably Profitable Entity Business on the Chain Pencil Finance 👉 https://x.com/pencilfinance_ Tokenization of student loan assets Legasi 👉 https://x.com/legasi_xyz Compliant on-chain credit layer The same is true for the stablecoin track: 🥇 MCPay 👉 https://x.com/mcpaytech Connects MCP with x402’s payment infrastructure. 🥈 Credible Finance 👉 https://x.com/crediblefin Stablecoin powered USD – Indian Rupee cross-border remittance channel. 🥉 Cloak 👉 https://x.com/cloaklabz Solana privacy payment pool. These projects have one thing in common: It almost does not rely on speculation, but directly connects to real usage scenarios. 7. The most worthy of long-term attention: income tokenization Undefined track champion attn.markets 👉 https://x.com/twentyOne2x What it wants to do is very radical and very important: Tokenize the Solana ecosystem’s nearly $2 billion in real application revenue. When app revenue can: be split being traded mortgaged, combined The underlying assets of DeFi are no longer just "liquidity imagination", but real cash flow. 8. Ending: Solana’s next cycle may have already begun What is really important about this hackathon is not a single project, but the change in the overall temperament: The wallet is more native DeFi is more conservative Applications become more consumer-oriented Infrastructure is more engineered Assets are more realistic When the market is at its coldest, ecology is doing the most difficult and long-term things. The real next cycle often does not start with a surge, but with serious work. Solana, is getting to this stage. Follow us to get more cutting-edge blockchain information Click on the blue words above to follow the public account |
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