Internet Capital Market is Real. Just stumbled on this Solana RWA (Real World Assets) ecosystem map that Mert posted like two weeks ago. And honestly? It’s insane. There are so many projects on here that barely get talked about in today's crypto space. @Solana is out here flexing, and I feel like it’s time to throw some of these hidden gems back into the spotlight. Let’s start with the Stock x Web3 section. I’ll break down the other parts in the next few days, so if you’re into this, hit that follow button and stay in the loop. 1. Superstate Funds (@superstatefunds) These guys are all about bridging traditional finance and crypto. Their main products: 1. USCC (Superstate Crypto Carry Fund): It’s an arbitrage fund for BTC/ETH/SOL using cash-and-carry trades, targeting institutions. They’ve got $170M AUM, and their returns in the last 90 days have been around 5%-10%. USTB (Superstate Short Duration US Government Securities Fund): Tokenized short-term US treasuries. You can buy, sell, and see real-time pricing all on-chain. USCC leans heavily on Solana, while USTB works more with traditional banks and Ethereum. 2. xStocks (@xStocksFi) This one’s been getting a lot of hype lately. Big players like @Bybit_Official, @krakenfx, and @solana are backing them. Even DeFi platforms like @byreal_io and @KaminoFinance are involved (big thanks to @Solana_zh for the Byreal whitelist hookup). Their thing? Tokenizing 60 US stocks and listing them on five major exchanges. Stock tokenization is still super early, and big guys like @RobinhoodApp are eyeing this space hard. It’s too early to call who’s winning or even what “winning” looks like, so for now, just keep watching. Tokenized stocks are definitely a big trend, though. If done right (and with proper regulation), it could shake up the whole asset management industry. And honestly, stuff like @sigmaboy_ai’s smart token trading could eat a lot of the traditional platforms’ lunch. 3. Ondo Finance (@OndoFinance) An OG in the space, Ondo is all about asset tokenization. They’ve got a bunch of products: US Short-Term Treasuries: Helping companies manage treasuries with transparency and solid yields. Treasuries & Stablecoins: Custom-made solutions for big asset managers. They’ve got clients like @BlackRock and @FTI_Global. FLUX: A DeFi lending protocol they acquired—DeFi veterans probably know it. Ondo’s basically an L1 focused on RWA for institutions. They’re tight with Solana, so expect them to keep building together. 4. Remora Markets (@RemoraMarkets) This one’s not as famous as the others, but it’s got strong ties to Solana and the Step ecosystem (shoutout to @StepFinance_ for their data services). Their focus? Tokenized securities. The idea is to make stock purchases more flexible in terms of size. They’re still in the KYB (Know Your Business) phase with companies and working on issuing tokenized stocks. Their site mentions future support for big names like Apple and Tesla, but the real play might be tokenizing private equity—kind of like the STO (Security Token Offering) hype from back in the day. TL;DR Solana’s stock RWA scene is looking solid—everything from big players to niche startups, covering all kinds of use cases. I’m tempted to go full hype mode on @solana right now, but this is just the first part. Let me drop all six breakdowns first, and then I’ll hit you with the ultimate recap. Stay tuned. The above research is supported by: - @Solana_zh Solar (Solana Chinese Community) - @RealSigmaLabs (Solana Dev & Research Community)
mert | helius.dev
mert | helius.dev30. Juni 2025
Die RWA-Szene von Solana wächst schnell für Stablecoins — Visa, PayPal, Société Générale, Stripe und ganz neu Fiserv für RWAs — Blackrock, Franklin Templeton, VanEck, Superstate, Apollo, Hamilton Lane, R3 und sogar On-Chain-Uran es wird noch viel mehr kommen — wir haben beide unten beschrieben
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