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In the second half of 2025, the Slogan on Solana’s official website quietly changed to: From "Web3 Infrastructure for Everyone" to "Global Financial Infrastructure for Everyone". This is not a simple brand update, but a strategic shift. Solana is taking the initiative to transform from a "blockchain technology platform" to a "global financial infrastructure", with financial attributes taking center stage. 1. Solana’s “de-blockchainization” evolutionIn the past few years, Solana has made rapid breakthroughs in technical performance, developer ecosystem, and application scenarios. But Solana in 2025 will be more like a financial technology company. It no longer emphasizes that it is a "chain", but emphasizes - "Let finance operate as efficiently as the Internet. ” From Visa and Stripe to PayPal and BlackRock, the entry of large financial institutions has made Solana's financialization no longer a concept. Institutions are now not only “investing in Solana” but also “using Solana for finance.”  2. Core pillars of financialization1. The rise of Digital Asset Treasury (DAT) Listed companies, funds and institutions are moving their asset allocation to Solana. 19 listed companies hold a total of approximately US$3 billion in SOL, which is expected to double in 2026. Compared with BTC and ETH, SOL provides higher real returns (about 8% annualized staking) and also allows for higher utilization of funds on the chain.  2. Stablecoins become the payment backbone Solana’s stablecoin supply surged to $16 billion in one year, with USDC and USDT dominating transactions. Giants such as Visa, Mastercard, MoonPay, and Western Union have successively connected to the Solana settlement network, making "buying coffee, remittances, and shopping with cryptocurrency" a reality. Transaction confirmation only takes 2 seconds, and the cost is less than one ten thousandth of traditional transfers. 3. Bridging traditional finance and implementing RWA R3 Labs has bridged $17 billion in RWA assets on the Corda network to Solana, Institutions can conduct 24/7 intermediary-free transactions on bonds, funds, etc. on the chain. Custody giants such as BitGo and Anchorage have also supported SOL custody and ETF integration.  3. ETF: the “entry port” for compliant funds”In 2025, Solana will become the third mainstream public chain to be approved for spot ETFs after BTC and ETH. ETF products in the United States, Hong Kong, Singapore and other places respectively meet the two needs of "pledge type high yield" and "spot type high compliance". This marks Solana’s official entry into the main channel of the traditional financial market, and institutional investment has changed from “spectating” to “participating”. 4. The rise of the power of the Eastern marketHong Kong was the first to list Solana spot ETF, and markets such as Singapore, South Korea, and Vietnam quickly followed suit. CMB International issues USD funds as RWA assets on Solana； Huawei Cloud provides enterprise-level nodes and data services for Solana. From corporate treasury to payment, to hardware and DePIN, the Asian market is becoming an important engine for Solana’s globalization. 5. From “speculating on currencies” to “doing finance””When the meme craze fades, Solana is reshaping the industry with real financial logic. From ETF, DAT, stablecoin to RWA, every link is building a closed loop: Capital deposit → circulation on the chain → physical integration → financial upgrade. This means that in the future Solana will not only be a chain, but a "global financial Internet". Let capital, payment, custody and clearing flow freely in an open system. ConclusionSolana in 2025 is completing the transition from "Web3 technology stack" to "global financial standard". It is no longer just a speculative battlefield for young people, but is becoming the basic network of institutions, banks and national-level capital. Maybe in a few years, when we talk about Solana, we will no longer say which public chain it is.—— Rather, it is the Netflix of finance: making programmatic finance as simple, instant, and ubiquitous as streaming media. |
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