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Insight: Solana Gears Up for 2026 With RWA Momentum, Institutionalization Trend Heats Up

2026.01.02 13:21:05

On January 2nd, Solana reported record real-world asset (RWA) tokenization activity heading into 2026, building on momentum from late 2025. December data shows Solana’s on-chain RWA value grew nearly 10% month-over-month to a new high of $873 million, while the number of RWA holders rose 18.4% to 126,000. Solana’s RWA ecosystem is currently dominated by U.S. Treasury-like assets: BlackRock’s $255 million BUIDL Fund and Ondo’s $176 million USD Yield Product lead the pack. Tokenized stocks (Tesla, NVIDIA) and institutional funds are also ramping up on the chain. The network is on track to become the third public blockchain to top $1 billion in RWA value, trailing only Ethereum (≈$12.3 billion) and BNB Chain (over $2 billion). Bitwise recently noted that passage of the U.S. CLARITY Act (a crypto market structure bill) in 2026 could supercharge the tokenization wave—with Solana poised to be a top beneficiary. Though SOL has pulled back from its all-time high, a spot Solana ETF has launched with ~$765 million in inflows. Separately, Western Union is building a stablecoin settlement platform on Solana, set to launch in H1 2026, boosting its institutional adoption outlook.
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