_This article is partially sourced from: _@molusol
Translation｜Odaily Planet Daily (@OdailyChina); Translator｜Azuma (@azumaeth)_
Editor's Note: From December 11 to December 13, Beijing time, the fifth Breakpoint was successfully held in Abu Dhabi. As the largest and most influential ecological conference in the Solana ecosystem, Breakpoint often carries the expectations of the entire Solana ecosystem for information exchange regarding value judgments, future directions, and wealth codes.
As the conference concluded, KOL molu (@molusol), focusing on the Solana ecosystem, summarized the promotional dynamics of various ecological projects during this Breakpoint period (Odaily Planet Daily also provided additional insights). For investors interested in understanding the current state of the Solana ecosystem, this review may serve as a comprehensive guide to mining opportunities within the Solana ecosystem.
Below is molu's summary (key dynamics are marked with *). Due to the abundance of updates, the original text is very concise, with most updates containing only one or two key descriptions. Odaily Planet Daily will expand and analyze all updates in conjunction with publicly available information.
Day 1 Review
*Coinbase DEX Supports All Solana Chain Tokens
Coinbase announced support for trading all Solana on-chain tokens through its DEX functionality, eliminating the need for traditional listing processes. Users can now trade millions of tokens within the Solana ecosystem through the familiar Coinbase interface, gaining early investment opportunities. For project teams, as long as the tokens have sufficient liquidity, they can open trading directly to millions of Coinbase users. Coinbase stated that this move aims to make vast amounts of on-chain assets more accessible and to build bridges between users and developers.
*Jupiter Announces Multiple New Product Updates
The leading protocol in the Solana ecosystem, Jupiter, announced a series of new product updates at the conference, showcasing its delivery prowess. Key highlights include:
- Official announcement of the acquisition of RainFi, aimed at accelerating the development of Solana's on-chain credit market;
- Jupiter Lend is now open source and has ended its closed testing;
- The stablecoin JupUSD is confirmed to launch later next week;
- Introduction of the professional trading user interface, Jupiter Terminal;
- Launch of the token verification system, VRFD…
*Keel Launches $500 Million Investment Plan to Accelerate Solana RWA Development
On-chain capital allocation platform Keel announced a $500 million investment plan aimed at attracting real-world assets (RWA) into the Solana network.
This initiative, named the "Tokenization Regatta," was announced at the Solana Breakpoint conference in Abu Dhabi, aiming to attract tokenized asset issuers through a competitive process. Selected projects will receive direct funding and support for issuing risk-weighted assets (RWA) on the Solana platform, such as debt, credit, or funds.
*Solstice Confirms Upcoming TGE
Solstice CEO Ben confirmed at the conference that the protocol is approaching its TGE, with the SLX token sale set to start on December 22.
Solflare Launches Hardware Wallet
Solflare Co-CEO Philip Dragoslavich unveiled the Solflare Shield hardware wallet. According to the presentation, the device can store private keys in a secure chip without the need for charging, Bluetooth, screens, or connection cables.
The wallet is credit card-sized, offers a 25-year warranty, and is priced between $49 and $79, but all attendees received one for free.
*Ellipsis Labs Launches Phoenix
Ellipsis Labs announced the launch of Phoenix, an on-chain perpetual contract exchange built on Solana. Phoenix aims to introduce an innovative proprietary AMM model into the derivatives space. Market makers can provide and update liquidity at lower costs, resulting in smaller spreads, deeper order books, and more adaptive pricing mechanisms. This architecture also offers users better prices, especially advantageous for large transactions.
*OSL Launches Stablecoin USDGO
OSL Group's Chief Business Officer Zhang Yinghua announced at the Solana Breakpoint 2025 summit that OSL Group will launch the USD stablecoin USDGO in collaboration with the Solana network. OSL Group will serve as the brand and distributor for USDGO, while Anchorage Digital Bank will be the issuer. It is reported that USDGO will be pegged 1:1 to the US dollar and will be subject to US federal regulation, with plans for an official launch in the first quarter of 2026, with Solana being the first supported blockchain.
Blockworks Launches Lightspeed
In collaboration with the Solana Foundation, Blockworks launched the institutional investor relations platform Lightspeed IR, primarily targeting liquidity token funds, institutional asset managers, family offices, and Solana ecosystem project teams, expected to go live in the first quarter of 2026.
Kingdom of Bhutan Trials Gold Tokenization on Solana
Officials from Bhutan announced at the Solana Breakpoint 2025 summit that they will launch a sovereign gold-backed token, TER, on December 17 (Bhutan's National Day), pegged 1:1 to Bhutan's treasury gold. It is reported that the token's name means "treasure" in the Bhutanese language.
*JPMorgan Issues and Settles Short-Term Bonds on Solana
JPMorgan created, distributed, and settled a short-term bond for Galaxy Digital Holdings LP on the Solana blockchain. This $50 million US commercial paper was reportedly purchased by Coinbase and asset management firm Franklin Templeton, with payment made in USDC.
Animoca Brands Advances Stock Tokenization
Animoca Brands announced it will tokenize its stock through Republic.
Day 2 Review
*Breakpoint 2026 to be Held in London
Solana Labs co-founders Anatoly Yakovenko and Raj Gokal confirmed on Day 2 that Solana Breakpoint 2026 will be held in London.
*Firedancer Officially Launched
After three years of development, Jump Crypto's high-performance validator client Firedancer has officially launched on the Solana mainnet. It has been running on a limited number of validator nodes for over 100 days and has successfully generated 50,000 blocks.
Unlike previous hybrid tests, the client is now fully operational.
XRP Lands on Solana
Hex Trust announced the issuance and custody of a wrapped version of XRP on Solana—wXRP. wXRP is a token that supports Solana DeFi and can be exchanged at a 1:1 ratio on the XRP Ledger at any time.
*Phantom Integrates Prediction Markets
Phantom announced it has integrated tokenized prediction markets from Kalshi and dFlow, allowing users to place bets using any Solana ecosystem token.
*Light Protocol Launches New Token Standard Light Token
Light Protocol announced the launch of Light Token, a new token standard on Solana. According to developers, Light Token is "200 times cheaper" in on-chain account allocation compared to SPL and is fully compatible with DeFi.
*Multicoin Advances Solana Governance Reform
Multicoin co-founder Tushar Jain proposed the creation of the "Solana Constitution," aimed at building a more robust governance model for Solana, and introduced a new voting application that allows stakers to override their validators.
*Kamino Product Upgrades
Kamino announced the completion of a significant brand upgrade and will launch six new products or features, including private credit, RWA DEX, BuildKit, fixed rates, lending intentions, and off-chain collateral.
*Jupiter Launches Spot Trading Incentive Program
Jupiter announced a $1 million reward program to encourage users to conduct exchange transactions through Ultra. From December 11 to February 1 of next year, users who exchange eligible spot currency pairs on the protocol will automatically earn reward cards in five tiers (minimum 1 USDC, maximum 10,000 USDC).
*Pyth Network Launches Token Buyback Mechanism Pyth Reserve
Pyth Network announced the launch of the token buyback mechanism Pyth Reserve, aimed at using PYTH DAO's treasury income to purchase PYTH on the open market monthly, thereby converting actual income growth into sustainable network value.
Carrot Launches Leverage Token Products with No Liquidation Risk
DeFi protocol Carrot announced the launch of TurboTokens (such as TurboBTC, TurboSOL), which provide leveraged exposure without liquidation risk.
Drift Teases Mobile Launch Timeline
Drift Protocol co-founder Cindy announced at the conference that a native mobile app is expected to be released in the first quarter of next year, along with a new liquidity provider (LP) token, DLP.
Metaplex Launches Token Issuance Protocol Genesis
Metaplex announced the launch of the token issuance protocol Genesis, allowing anyone to build a public Launchpad platform based on the Genesis SDK. The Genesis SDK supports various customization features, including the ability to add support for Launch Pools on the Launchpad to eliminate front-running and sniping behavior, while allowing on-chain price discovery during product launches.
Titan Exchange Supports Limit Orders
Trading aggregation protocol Titan Exchange announced that it will soon launch a limit order feature.
Ranger Finance to Launch Token via MetaDao
Ranger Finance confirmed that it will launch the token RNGR through MetaDao, which will occur after the latter's audit is completed.
Figure Launches RWA Liquidity Pool on Kamino
Figure launched the RWA liquidity pool PRIME on Kamino, offering an 8% yield sourced from home equity credit lines in the real world.
Ora Launches Gold Derivative Token StGOLD
Ora announced the launch of the interest-bearing (3%-4%) gold derivative token StGOLD and will establish a global gold exchange network at five locations for physical gold redemption.
FlashTrade Expands Trading Services
FlashTrade announced that it will soon support trading in commodities, metals, and stocks, with related features powered by MagicBlock.
Project 0 Confirms TGE Date
Project 0 officially announced that it will release its token in the first quarter of 2026.
Ryder Launches Hardware Wallet
Ryder launched a hardware wallet that allows users to complete secure setup in 60 seconds with just two clicks.
Copperx Launches Kosh
Copperx announced the launch of Kosh, a new digital banking product aimed at freelancers.
*Bitget UEX Supports All Solana Chain Tokens
Bitget announced that it will provide Solana chain token trading services to 100 million users through its Universal Exchange (UEX) feature.
Huaxia Fund (Hong Kong) Launches Multi-Currency Money Market Fund on Solana
Huaxia Fund (Hong Kong) announced the launch of Asia's first multi-currency (HKD, USD, CNY) money market fund, which will be deployed on Solana.
Day 3 Review
*Moonbirds Confirms Token Launch in Q1 Next Year
Spencer, CEO of Moonbirds' parent company Orange Cap Games, stated at the Solana Breakpoint conference that Moonbirds plans to issue the token BIRB on the Solana network in the first quarter of 2026. Spencer also mentioned that the team aims to develop Moonbirds into the "Pop Mart of the Web3 industry," focusing strategically on the development of collectible assets, including digital and physical collectibles that combine on-chain and real-world elements.
*Solana Mobile Collaborates with MediaTek to Develop Hardware Integration Kit
Solana Mobile is collaborating with MediaTek, FxTec, and Trustonic to develop a hardware integration kit to expand its application on new mobile devices globally.
*worm.wtf Launches Leveraged Prediction Market
worm.wtf announced the launch of a leveraged prediction market on Solana, supporting bets with up to 3x leverage.
*Solflare Launches MagicAI, Supporting Conversational Wallet Interaction
Solflare announced the launch of the MagicAI feature, allowing users to transform manual operations into a conversational, outcome-oriented experience by interacting with the wallet.
Huma Advances Commodity Trade Financing on Chain
Huma announced a strategic partnership with Obligate and TradeFlow Capital to expand its PayFi network into the global trade sector, injecting new momentum into international trade through scalable and compliant USDC liquidity, addressing common issues such as process delays and low capital efficiency in commodity trade financing.
Uranium Digital Builds Uranium Trading Market
Uranium Digital CEO Alex Dolesky announced at the conference that an institutional-grade 24/7 uranium trading market will soon be established on Solana.
Layer33 Discloses Progress
The staking organization Layer33, composed of 25 independent validator nodes, announced at the conference that it achieved 12% of its goal just two weeks after its launch—namely, to have 33% of Solana staking completed by independent validators.
Helius Labs Launches New Index API
Helius Labs announced the launch of a new Solana API, getTransactionsForAddress, which supports sorting and querying transactions by wallet address, significantly simplifying indexing work on Solana.
Helium Accelerates Expansion into Latin American Markets
Helium previewed at the conference that it will soon expand into the Mexican and Brazilian markets.
Arcium Launches Cerberus Protocol
Arcium CEO Yannik Schrade announced the launch of the Cerberus Protocol, the first practical dishonest majority protocol implementing zero-trust principles.
Sanctum Launches Mobile Application
Sanctum launched a mobile application that allows users to earn up to 10% staking rewards through SOL, with a waitlist now open for applications.
Glider Releases AI Automated Investment Application
Glider unveiled its new AI-driven investment application built on Solana, capable of executing gas-free and fully automated investment strategies.
Streamflow Launches New Stablecoin USD+
Streamflow partnered with M0 to launch a new stablecoin, USD+. This is a Solana interest-bearing stablecoin backed 1:1 by US Treasury bonds, with daily payouts.
SendAI Launches Suzi
SendAI launched Suzi, an AI investment banking assistant tool for Solana.
Squads Protocol Launches Smart Transactions Feature
Squads Protocol announced the launch of Smart Transactions on Solana, aimed at enabling programmability of trading behaviors.
New Project TIX Debuts
The new project TIX made its debut at the conference. TIX is positioned as an on-chain financing protocol focused on various large real-world events, aiming to tokenize physical ticket assets for sports, concerts, and other events, breaking the reliance of venues and artists on ticketing platform giants to reduce event costs.
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
