Solana Breakpoint 2025 Recap

Solana's biggest event of the year, Breakpoint happened this week and the amount of news that rolled out is a bit overwhelming. Let's try to break it down. The @solana main X account and media absolutely crushed it this year. This is an aggregation of 3 days of their summaries.

A few personal highlights for me.

• Coinbase and Bitget are giving instant access to all Solana tokens on their platforms, removing the gatekeeping we typically see on cex's.
• Stocks are actually coming onchain, legally. Opening up defi/lending opportunities for yield on stocks as well can be a game changer to attract liquidity.
• After 3 years of "wen Firedancer", it's finally live.
• @Arcium introducing C-SPL, a new confidential token standard that encrypts balances and transfer amounts for any Solana token
• @solanamobile partnered with chipmakers behind 2B+ Android phones to get the solana dapp store accessible to orders of magnitudes more people.
• @Kamino announced 6 new products, expanding your lending options and bringing more ways for institutions to get involved
• @colosseum Cypherpunk Hackathon projects and winners

Day 1 TLDR: Big banks, funds and stocks are choosing Solana.

• @jpmorgan arranged U.S. commercial paper issuance for @galaxyhq on Solana
• @coinbase previewed in-app DEX trading for Solana tokens
• Bhutan will tokenize its sovereign gold reserves onchain on Solana
• @StateStreetIM and @Galaxyhq to debut a tokenized private liquidity fund on Solana
• @Blockworks_ and @SolanaFndn unveiled Lightspeed, crypto's first investor relations platform
• @ellipsis_labs introduced Phoenix Perpetuals, a Solana-native perps exchange
• @animocabrands announced it will tokenize its equity via @joinrepublic
• Marketnode and LionGlobal to bring their Singapore Physical Gold Fund on chain
• @solflare gifted its Shield hardware wallet to all Breakpoint attendees
• @xStocksFi opened xPort for institutions to mint tokenized stocks from real-world equities
• @keel_fi announced a $500m fund for Solana RWAs
• @solsticefi confirmed its upcoming TGE
• @doublezero rolled out a validator referral program
• @osldotcom announced USDGo, a regulated stablecoin on Solana
• @KyleSamani from @multicoin introduced ACE to enable custom transaction ordering on a shared state
• @JupiterExchange acquired @RainFi_ and debuted the JupUSD stablecoin + a ton of other things
• @galaxyhq positioned Solana as the only chain capable of scaling tokenized securities
• @jerallaire, CEO of @circle, highlighted Solana's USDC volume supremacy and infrastructure adoption
• @Paxos filed for SEC clearing agency status to issue native onchain assets
• @sanctumso previewed a mobile app offering up to 10% APY
• @SGB_app enabled minting and redeeming USDC and USDT on Solana
• @wormhole reported ~$12B in bridged assets till date and ~300K new users entering Solana this year
• @altitude announced CFO Stack, a suite of tools streamlining financial operations
• @anza_xyz highlighted Solana's sustained uptime, processing 200B transactions in 2 years, surpassing all other chains combined
• PT-sUSDe by @pendle_fi is coming to Solana and landing on Kamino, powered by @Chainlink CCIP
• @dYdX launched a Solana Spot DEX with zero fees

Day 2 TLDR: Firedancer is finally live, infra is scaling and defi lending is getting more mature

• Solana Breakpoint 2026 will be hosted in London :/
• @Phantom launched prediction markets powered by @Kalshi
• @inside_r3 debuted Corda for Wall Street-grade RWAs
• Full Firedancer validator client is live on Mainnet
• @bitget released UEX, letting 100M+ users trade any Solana token instantly
• @Kamino announced 6 new products evolving into an institutional yield layer
• @metaplex shipped Genesis SDK to power fair launch platforms
• @DriftProtocol announced a Q1 mobile app and DLP token
• @LightProtocol unveiled Light Token, 200x cheaper than SPL
• @Sorare launched a builder program for major sports IP
• @RaiseNetwork_ tapped Solana to power its onchain gift card and loyalty ecosystem
• @dflow integrated 75+ apps generating $33B+ volume and $34M+ revenue in Nov 2025
• @ranger_finance telegraphed a $6M min raise on @MetaDAOProject
• @debridge shipped Bundles for cross-chain interactions
• @birdeye_data debuted its onchain data intelligence platform
• @solanamobile launched its Builder Grants program
• @Figure filed for SEC approval to natively issue a second IPO on Solana
• @AbraGlobal introduced AbraFi and USDAF and sUSDAF
• @orogoldapp introduced StGOLD, the first yield primitive for composable gold
• @crunchDAO launched its testnet
• @project0 announced its upcoming TGE
• @CopperxHQ launched Kosh, a Solana-native neobank for freelancers
• Zepz debuted SendWave Wallet
• @Ryder_ID designed a hardware wallet with trading features
• @KASTxyz announced its Business product and USDC Savings Vault
• @DeFiCarrot created Turbo Tokens
• @humafinance partnered with Obligate to expand access to trade finance
• @Titan_Exchange announced Limit Orders
• @bulktrade previewed unified margin accounts
• @PythNetwork formed The Pyth Reserve
• @tushar_jain proposed a "Solana Constitution"
• @D3inc and @InterNetX partnered to tokenize 46M+ domain names via @domaprotocol
• @Solana_Company positioned Solana as the chain for China

Day 3 TLDR: Solana Mobile expanding massively, Ai, Privacy and Consumer Apps

• @jpmorgan's Scott Lucas cited "real momentum behind internet capital markets on Solana"
• @WisdomTreePrime is bringing tokenized RWAs to Solana
• @uraniumdigital_ is giving institutions access to tokenized physical uranium
• @Arcium shows off powerful privacy primitives
• @Ripple exec @luke_judges shared support for XRP's launch on Solana
• @colosseum awarded @unruggable_io their grand prize
• @Bybit_Official highlighted the converge of CeFi and DeFi with @byreal_io
• @rendernetwork launched its customer-facing brand Dispersed
• @Rockaway_X announced 3 curated vaults arriving in January
• @solflare demoed Magic AI for natural language wallet interaction
• @AuroryProject dropped the trailer for Amiko Legends
• @SquadsProtocol launched Smart Transactions for autonomous finance
• @MeridianApp showcased an intelligent conversational analysis and trading tool
• @wormdotwtf shipped the first leverage product for prediction markets
• @humafinance partnered with Obligate and TradeFlow for global commodity trading
• @helium expanded its network coverage to Mexico and Brazil
• @sanctumso shared a first look at their app
• @seedplex_io unveiled Venture Tokens for collective SAFE purchasing
• @ZeusNetworkHQ debuted Zeus MPC
• @talamobile is bringing trustless lending to 10M+ users
• @Dune unlocked complete data pipeline control with DBT connector
• @nansen_ai rolled out an AI-powered pocket hedge fund advisor
• @formacity presented case study on Kazakhstan's Solana-centric reinvention
• @sendaifun teased Suzi, an AI investment banker
• @virtuals_io expanded to Solana via @blueshift
• @BAXUSco announced a decentralized price-mapping layer for RWAs
• @Layer_33_ launched its LST IndieSOL
• @wingbits debuted an AI intelligence layer to query aviation data
• @streamflow_fi minted USD+, streaming daily yield payouts
• @solanamobile partnered with chipmakers behind 2B+ Android phones
• @SplyceFi introduced its yield token backed by real cash flows
• @Anchorage launched VisualSign to decode complex onchain transactions
• @neukoai brought out GBOY, a flagship IP with 100K+ community assets
• @moonbirds joined @vibes_tcg and announced the BIRB TGE
• @KYDLabs shipped @tixprotocol to tokenize tickets
• @glider_fi debuted its AI-driven investing app
• @xelio_xyz made an SMS-based bank and WhatsApp payment network
• @heliuslabs rolled out a new API to analyze transaction history
• @PerleLabs released Perle Labs Creator, early access soon