Solana Foundation president Lily Liu argues that tokenization is a decades-long “token supercycle,” and a new Allium report backs a good part of that up. Solana executes about a third of all onchain RWA trading, but it holds just 12% of the market cap, and $1.7 billion of institutional balances sitting on it never trade at all.
The first step of SIMD-0437 activated at mainnet epoch 1028, dropping lamports_per_byte from 6,960 to 6,333. Four more feature gates follow, each one waiting on state growth data, until Solana's storage cost lands 90% below where it started.
Superteam Korea has published the recap of the Google Cloud and Solana AI Agentic Hackathon Demo Day, where 10 finalist teams out of 160 builders competed for a $5,000 Solana Foundation grant pool. The more useful result is that all ten converged on the same architecture, splitting AI judgment from code-enforced spending limits.
The Solana Foundation shipped payment channels, a primitive that lets an AI agent authorize a spending cap once and settle the real amount in a single onchain transaction. In testing, 100,000 wallets pushed more than 1 million payments per second through a payment channel proxy at an estimated $0.000000000776 per payment, and Alibaba Cloud is live with it at launch.
