Solana 🧭 Compass
The nine apps carrying it, what Sunrise has not said about the bridge, and the first half hour of trading data (3,005 trades in the five minutes to 16:27 UTC): https://solanacompass.com/news/shiba-inu-shib-goes-live-on-solana-via-sunrise-confirmed-by-the-official-shib-account
中文: 搭载该桥的九款应用、Sunrise 未对该桥的内容以及前半小时交易数据(在 UTC 时间5分钟内交易至 3005 笔交易):
Solana 🧭 Compass
Shiba Inu is now on Solana. @sunrise listed $SHIB at 16:05 UTC today and @Shibtoken confirmed it five minutes later. Seven other Solana tokens already use the SHIB ticker. The address Sunrise published is: shib5gSoVKPjwkXrxRk7SbQFzb2R9rQB3TgQWYX4RwW
Solana 🧭 Compass
Where Ledger and Trezor stand, what v1 changes for apps, and Backpack's new AI Search: https://solanacompass.com/news/backpack-wallet-adds-solana-v1-transaction-support-and-launches-ai-search
中文: Ledger 和 Trezor 的立场,以及 V1 对应用程序的更改,以及 Backpack 的新人工智能搜索:
Solana 🧭 Compass
Backpack Wallet (@BackpackOnchain) can now sign Solana v1 transactions, the format that raised the size limit from 1,232 to 4,096 bytes in September. Apps can only send v1 to wallets that can sign it. Phantom, Solflare, Ledger and Trezor haven't announced support yet.
中文: 背包钱包(@BackpackOnchain)现在可以签署Solana v1交易,该格式在9月份将大小限制从1,232个提高到4096字节。 应用程序只能将 v1 发送到可以签名的钱包。 Phantom、Solflare、Ledger 和 Trezor 尚未宣布支持。
Solana 🧭 Compass
中文: 如何安装,自 v1 之后发生了什么变化,以及你的查询将流向何处:
Solana 🧭 Compass
.@colosseum's Copilot v2 is live. The free AI agent skill checks a Solana project against 8,286 past hackathon submissions, now including 2,858 from Frontier. It can also read your own draft and flag weak spots. v1 tokens stop working on 28 October.
中文: @coolosesum 的副驾驶 v2 现已上线。免费的人工智能代理技能可对索拉纳项目进行检查,以查看过去提交的8286份黑客马拉松作品,目前包括来自Frontier的2858份。 还可以阅读你自己的草稿和标记薄弱环节。 v1 代币将于 10 月 28 日停止工作。
Solana 🧭 Compass
What changes for 1.x code (signers now declare whether they sign, rewrite or send) and how to install it in each language: https://solanacompass.com/news/solana-keychain-v2-adds-python-and-go-fordefi-and-ledger-signers-and-an-ottersec-audit
中文: 对1.x代码(现在声明其是否签名、重写或发送)有何更改,以及如何在每种语言中安装它:
Solana 🧭 Compass
The Solana Foundation's server-side signing library, Keychain, hit v2 and is now stable in Rust, TypeScript, Python and Go. New: a @FordefiHQ backend and an opt-in, Rust-only @Ledger signer. OtterSec's audit logged 27 findings, all resolved. 1.x users face breaking changes.
中文: 索拉纳基金会的服务器端签名库“Keychain”已按 v2 键运行,现已在 Rust、TypeScript、Python 和 Go 中保持稳定。 新增:支持 @FordeviHQ 的后端,以及仅限 Rust 的 @Ledger 签名。 OtterSec的审计记录了27项调查结果,全部已解决。 1.x 用户面临突破性变化。
Solana 🧭 Compass
How much of the buying came from FWDI share sales, what a 0.946x mNAV means, and how its OnRe stake grew: https://solanacompass.com/news/forward-industries-adds-948601-sol-in-fiscal-q4-treasury-reaches-85-million-sol
中文: 购买的多少来自FWDI的股票销售、0.946倍的mNAV意味着什么,以及其OnRe股份的增长方式:
Solana 🧭 Compass
Forward Industries (@FWDind) now holds 8,501,298 $SOL, about 1.4% of circulating supply. It added 948,601 SOL last quarter at an average $83, taking SOL per share to 0.0806 from 0.0730. Its institutional debt rose to $167.5M from $105M over the same three months.
Solana 🧭 Compass
Every network Phantom now supports, what BNB Chain support reportedly includes, and the Binance Wallet money already flowing into Solana: https://solanacompass.com/news/phantom-wallet-adds-bnb-chain-support-making-it-the-apps-ninth-network
中文: 现在每个网络Phantom都支持,据称支持BNB Chain的内容包括哪些内容,以及已流入索拉纳的币安钱包资金:
Solana 🧭 Compass
Phantom, the self-custody wallet that grew up on Solana, now supports BNB Chain. @phantom told users to update the app to start trading, and @BNBCHAIN confirmed the launch two minutes later. It is Phantom's ninth network. Robinhood Chain was the last addition, in July.
中文: 由Sorana公司成长的自托管钱包Phantom,现在支持BNB Chain。 @phantom 告知用户更新应用程序以开始交易,两分钟后,@BNBCHAIN 确认了该应用的发布。 这是幻影的第九个网络。罗宾汉链是今年7月的最后一次新增。
Solana 🧭 Compass
Who runs which part of the stack, how banks reach it, and how it compares with Wyoming's state token. (Tokens called Roughrider on https://pump.fun/ are not from the bank.) https://solanacompass.com/news/north-dakotas-roughrider-coin-goes-live-on-solana-as-fiserv-opens-its-digital-asset-platform-to-banks
中文: 谁负责运营该堆栈的哪个部分,银行如何联系它,以及它与怀俄明州代币的对比。(在 上名为 Roughrider 的代币并非来自银行。)
Solana 🧭 Compass
Bank of North Dakota, the only state-owned bank in the US, now has a dollar-backed stablecoin live on Solana. Roughrider Coin is the first live use case on Fiserv's digital asset platform, open to 90+ North Dakota banks and credit unions on the state's interbank network.
中文: 北达科他银行是美国唯一的国有银行,如今在索拉纳拥有一种由美元支持的稳定币。 Roughrider Coin 是 Fiserv 数字资产平台上首个实时使用案例,该平台面向北达科他州 90 多家银行和信用合作社,位于该州的银行间网络中。
Solana 🧭 Compass
Why that differs from the broader count we reported for August, and why September DEX volume reads $78B or $184B depending on who counts: https://solanacompass.com/news/solana-logs-record-318b-completed-transactions-in-september-2026-capping-a-record-q3
中文: 为何这与我们8月份报告的整体统计有所不同,以及9月份的DEX交易量根据具体人数的不同而显示为780亿美元或1840亿美元:
Solana 🧭 Compass
Solana completed a record 3.18 billion non-vote transactions in September, its third straight monthly high on our data. Q3 total: 8.78 billion, up 23% on Q2. Reverted transactions fell 30% from August, lifting the completion rate from 57% to 68%.
中文: 索拉纳在9月份完成了创纪录的31.8亿笔非投票交易,创下我们数据连续第三个月高点。 第三季度总计:87.8亿,同比增长23%。 与8月份相比,已恢复交易额下降了30%,完成率从57%上调至68%。
Solana 🧭 Compass
How the pool grows from Velocity revenue and Tether's commitment of up to 127.5M USDT, plus the claim steps: https://solanacompass.com/news/drift-opens-dfx-claims-for-april-exploit-losses-with-redemptions-starting-near-1-cent-per-dollar
中文: 泳池收入与泰瑟公司高达1.275亿美元的投入,以及索赔步骤的增长:
Solana 🧭 Compass
.@DriftFDN has opened DFX claims for users who lost funds in Drift's 1 April exploit. 1 DFX per 1 USDT of verified loss. Each DFX redeems for its share of a ~3.11M USDT recovery pool: about 0.0104 USDT at launch. Claims close 1 January 2028. Unclaimed DFX will be burned.
中文: 。@DriftFDN 已针对在 Drift 4 月 1 日开发中亏损的用户公开了 DFX 索赔。 每1美元经核实的亏损1次。每只DFX在约311万美元的回收回收池中占有约311美分,发布时约为0.0104美元。 索赔关系于2028年1月1日结束。无人认领的DFX将被烧毁。
Solana 🧭 Compass
Which claims failed on which grounds, and why the jurisdiction rulings did not reach the merits: https://solanacompass.com/news/judge-dismisses-libra-and-m3m3-memecoin-class-action-against-meteora-and-ben-chow
中文: 哪些主张以何种理由失败,以及为何管辖权裁决未能达到实质依据:
Solana 🧭 Compass
It also held Meteora was not pleaded as an entity that can be sued: wallet holders who can update its code are not "analogizable to a 7-member Board of Directors." The ruling is about how the claims were pleaded. It makes no finding on whether the alleged conduct happened.
中文: 还认定,梅特奥拉作为可以提起诉讼的实体未受到指控:能够更新其代码的钱包持有者不得向由七名成员组成的董事会进行“模拟”。 裁决是关于这些指控是如何被提出的。目前尚不清楚该行为是否发生过。
Solana 🧭 Compass
A New York federal judge dismissed the LIBRA and M3M3 memecoin class action against Solana DEX @MeteoraAG, its former CEO Ben Chow, Kelsier Ventures and Hayden Davis. She also refused to add MELANIA claims, and held six months of launches was too short for a racketeering pattern.
中文: 一名纽约联邦法官驳回了针对索拉纳·德克斯(@MeteoraAG)、前首席执行官本·周(Ben Chow)、凯尔西耶风险投资公司(Kelsier Ventures)和海登·戴维斯(Hayden Davis)提起的LIBRA和M3M3 memecoin集体诉讼。 她还拒绝添加“梅拉尼亚”的说法,并举行了为期六个月的发射,因为距离敲诈勒索模式还不行。
Solana 🧭 Compass
How 2.0 moves away from the gamified 1.x app, where the Squads vault sits on top of Sanctum's stake-pool protections, and the SANC Nine launch in Seoul: https://solanacompass.com/news/solanas-sanctum-app-20-launches-with-squads-multisig-protection-on-ios-android-and-seeker
中文: 2.0如何摆脱游戏化的1.x应用程序,该应用位于Squads的保险库之上,该应用位于Sanctum的股权保护范围之上,而SANC Nine在首尔推出:
Solana 🧭 Compass
.@sanctumso has rebuilt its SOL rewards app from the ground up. Sanctum App 2.0 is out today on iOS, Android and the Seeker phone's dApp store. The biggest change: user funds are now protected by a Squads multisig, a shared on-chain vault that only moves funds when enough approved signers sign off. It also adds real-time reward tracking and a fundamentals page for each token, covering revenue, treasury, costs and supply. The release notes don't yet say who holds the multisig keys or what approval threshold it uses.
中文: @sanctumso 已从头开始重新构建其 SOL 奖励应用程序。 Sanctum 应用 2.0 今日在 iOS、Android 以及 Seeker 手机的 dApp 商店推出。 最大的变化是:用户资金现在由Squads dultisg保护,这是一个共享的链上保险库,只有在足够多的已批准签名者签署时才会转移资金。 它还为每枚代币增加了实时奖励追踪和基本面页面,涵盖收入、资金、成本和供应。 发布说明尚未说明谁持有多签名密钥,或使用哪些审批门槛。
Solana 🧭 Compass
Eligibility, the full conference list, what the page leaves open (number of places, IP, open publication) and the application form: https://solanacompass.com/news/solana-scholars-opens-funded-three-month-research-internships-for-phd-students
中文: 资格、完整会议列表、页面所打开的内容(地点数量、IP 数量、开放出版物)以及申请表:
Solana 🧭 Compass
Solana Scholars: funded three-month research internships for PhD students, working directly with Solana engineers on consensus, networking, cryptography and economics. One filter: applicants need a published paper at a venue like PODC, CRYPTO or SIGCOMM. Zurich, New York or remote. Applications open all year, no deadline. Led by Anza researchers Quentin Kniep and @TheWattenhofer.
中文: 索拉纳学者:资助博士生为期三个月的研究实习,直接与索拉纳工程师合作,共同研究共识、网络、密码学和经济学。 一个筛选:申请人需要在PODC、CRYPTO或SIGCOMM等场所撰写一份已发表的论文。 苏黎世、纽约或偏远。申请全年开放,无截止日期。 由安扎研究人员昆汀·克尼普和@TheWatenhofer领导。
Solana 🧭 Compass
How Open Standard's partner-equity model differs from USDC and USDT, and how OUSD's Solana supply compares with USDC's: https://solanacompass.com/news/open-standards-ousd-stablecoin-goes-live-on-solana-with-free-11-minting-for-businesses
中文: Open Standard的合伙人权益模式与USDC和USDT有何不同,以及OUSD的Solana供应量与USDC的对比:
Solana 🧭 Compass
Open USD (solana:ousd2mJsPEckLHcSCDxyKD7NDGARZcfLbDZkKiatYHB) from @openstandard is live on Solana. Issued by Stripe's Bridge, reserves at BlackRock, Lead Bank and BNY. Businesses mint and redeem 1:1 at no cost via BVNK, Stripe and Visa, with Coinbase from Oct 1. 18.01M OUSD on Solana on launch day.
中文: 开放美元(solana:ousd2mJsPEckLHcSCDSCYKD7NDGARZZcfLbDZkKiatYHB)在索拉纳网站上实时直播。 由Stripe's Bridge发行,位于贝莱德、铅银行和BNY的储备。企业通过BVNK、Stripe和Visa免费以1:1的价格进行兑换,Coinbase将于10月1日起推出。 发射日索拉纳的18.01亿欧姆。
Solana 🧭 Compass
The new task feed, the FD 1.0 fraud model, and how wallets holding KLED moved into launch day: https://solanacompass.com/news/kled-v3-launches-on-ios-rebuilding-its-solana-paid-ai-data-app-around-lab
中文: 新的任务源、FD 1.0 欺诈模型,以及持有 KLED 的钱包如何进入发布日:
Solana 🧭 Compass
Co-founder and CEO @avipat_: "any dataset a lab can describe, collected from the real world by 500,000 people in under 72 hours." Kled has not yet named a lab that has run an order through V3.
中文: 联合创始人兼首席执行官@avipat_:“实验室能够描述的任何数据集,在72小时内由50万人从现实世界中收集。” 克莱德尚未命名一个通过V3进行订单的实验室。
Solana 🧭 Compass
Kled V3 is live on iOS. @useKled pays people to capture photos, video and audio for AI training data. V3 replaces its upload button with a ranked feed of paid tasks set by AI labs, built from 108 templates. Payouts can go straight to a Solana wallet.
中文: Kled V3 在 iOS 上实时显示。 @useKled 会付费为人们拍摄用于人工智能训练数据的照片、视频和音频。V3 用由人工智能实验室设置的付费任务排名源取代其上传按钮,该信息由 108 个模板构建。 赔率可以直接转到索拉纳钱包。
Solana 🧭 Compass
How the schedule keeps stake weighting intact, how self-reported locations are kept honest, and what the proposals need from Anza and Firedancer reviewers before activation: https://solanacompass.com/news/anzas-wattenhofer-proposes-a-geo-aware-solana-leader-schedule-in-simd-0674
中文: 赛程如何保持赌注权重不变,自我报告地点如何保持诚实,以及安扎和消防师评审人员在激活前需要哪些建议:
Solana 🧭 Compass
.@anza_xyz head of research @TheWattenhofer wants Solana validators to take turns producing blocks by geography. Two new proposals, SIMD-0674 and SIMD-0675, would have validators register their location on-chain, then reorder the leader schedule so each leader hands off to one nearby. In the authors' simulation on mainnet data, mean handover delay fell from 36.2 ms to 17.0 ms. The catch for operators: a validator with no registered location would be treated as unstaked, shut out of block production and voting.
中文: 研究主管@TheWattenhofer希望索拉纳验证者能够轮流按地理位置制作区块。 两项新提案,SIMD-0674和SIMD-0675,将让验证者在链上登记其位置,然后重新调整领导者的日程安排,以便每位领导者都向附近的一位负责人进行预约。 在作者对主网数据进行的模拟中,平均交接延迟时间从36.2毫秒降至17.0毫秒。 运营商的陷阱:没有注册位置的验证者将被视为无风险,不受区块生产和投票的阻碍。
Solana 🧭 Compass
How the channels work, the preview's 1,000-channel cap, and the 217 transactions we tracked on the program before the announcement: https://solanacompass.com/news/payai-launches-x402-batch-settlement-on-solana-in-public-preview-bundling-usdc-micropayments-into-channel-claims
Solana 🧭 Compass
AI services that bill per request on Solana can now settle thousands of payments in a single onchain claim. @PayAINetwork's x402 batch settlement is in public preview: a customer funds a USDC channel once, each request is signed off-chain, and the merchant claims the running total.
中文: 每次申请索拉纳的人工智能服务,现在可以通过单一的链上索赔来支付数千笔款项。 @PayAINetwork 的 x402 批次结算已公开预览:客户为 USDC 频道提供一次资金,每次请求都签到断链,商家声明总金额为 USDC。
Solana 🧭 Compass
How Anza's v1 message format ends blind signing on hardware wallets, and the timeline from the December 2025 spec to today: https://solanacompass.com/news/jupiter-brings-readable-ledger-signing-to-limit-orders-and-dca-with-anzas
中文: Anza的v1消息格式如何终止在硬件钱包上的盲目签名,以及从2025年12月到今天的时间线:
Solana 🧭 Compass
Ledger users on @JupiterExchange can now read the limit order and DCA messages they sign, instead of approving an opaque hash. Jupiter says it is the first app live with @anza_xyz's off-chain message signing standard. Ledger's Solana app 1.14 or later is required.
中文: @JupiterExchange 上的 Ledger 用户现在可以阅读他们签署的限量顺序和 DCA 消息,而不是批准不透明的哈希值。 朱庇特表示,这是首个支持@anza_xyz非链下消息签名标准的应用程序。需要使用 Ledger's Solina 应用程序 1.14 或更高版本。
Solana 🧭 Compass
How the loans are structured, why withdrawals can queue, and how much of the vault's USDC is out on loan right now: https://solanacompass.com/news/kaminos-institutional-commodity-yield-vault-passes-50m-in-deposits
中文: 贷款的结构,为何提款可以排队,以及目前该金库的USDC贷款额度有多少:
Solana 🧭 Compass
A @kamino vault that lends USDC to institutions financing copper, oil, coffee and fuel shipments now holds over $50M. It opened on Solana in August with a $25M cap, filled in 11 days. Loans are backed by cash and the commodities; the 7%+ target yield isn't guaranteed.
中文: 一家向铜、石油、咖啡和燃料运输融资机构提供USDC贷款的@kamino金库,目前持有超过5000万美元。 8月份在索拉纳开业,时薪为2500万美元,为期11天。贷款由现金和商品提供担保;7%以上的目标收益率无法保证。
Solana 🧭 Compass
Who takes which role, what the OtterSec audit found, and how the rebuilt exchange differs from Drift: https://solanacompass.com/news/drift-co-founder-cindy-leow-steps-down-hands-rebuilt-velocity-exchange-to-new-team
中文: 谁担任哪个角色,OtterSec审计发现什么,以及重建的交换方式与Drift的区别:
Solana 🧭 Compass
Cindy Leow (@cindyleowtt), who co-founded Drift in 2021, is stepping down as the Solana perps exchange returns as @VelocityDEX after April's attack. Velocity "needs operators who can take it from one to ten," she wrote. New leads now run product, tech and growth.
中文: 辛迪·利奥(@cindyleowtt)于2021年共同创立了Drift公司,随着索拉纳交易所在4月袭击事件后重返@VelocityDEX,她将辞职。 她写道,Velocity“需要能够将其从一到十的操作人员进行。” 新潜在客户现在负责产品、技术和增长。
Solana 🧭 Compass
What the pool hides, what still leaks (payment timing, pool size), the fee schedule and the audit report that has not been published yet: https://solanacompass.com/news/cloak-launches-private-payroll-on-solana-for-usdc-and-usdt-salaries
中文: 泳池隐藏什么,还有哪些漏洞(支付时间、泳池规模)、费用安排以及尚未公布的审计报告:
Solana 🧭 Compass
Pay 40 people onchain from one wallet and anyone can look up what each of them earns. @cloak_ag has launched Payroll on Solana: salaries in USDC or USDT go through a zero-knowledge shielded pool, so the public record no longer shows who got paid what. Employers upload a spreadsheet and approve the batch once. Each recipient still gets their own transaction and proof. Fees are 0.3% plus 0.45 USDC or USDT per payment, set to 0% during a launch offer with no stated end date.
Solana 🧭 Compass
How it works under the hood (Token-2022, the Solana Attestation Service and sRFC 37), and what is and is not live yet: https://solanacompass.com/news/metaplex-introduces-mpl-3643-a-permissioned-rwa-token-standard-for-tokenized
中文: 它如何在底层运作(Token-2022、Sorana Attestation Service 和 sRFC 37),以及哪些内容尚未上线:
Solana 🧭 Compass
.@metaplex introduced MPL-3643, a standard for tokenized securities on Solana. Issuers can write investor checks, lockups and transfer limits into the token, much like ERC-3643 on Ethereum. Access is limited alpha for now; @orca_so and @Raydium are planned integrations.
中文: @metaplex 推出了MPL-3643,这是索拉纳代币化证券的标准。 发行人可以将投资者的支票、锁具和转账限额写入代币,与以太坊上的ERC-3643类似。 目前访问量有限;@orca_so 和 @Raydium 计划进行集成。
Solana 🧭 Compass
What changed for creators, what happens to old X Money balances, and PAID holder and supply data since launch: https://solanacompass.com/news/usepaid-pauses-x-money-payouts-moves-pumpfun-creator-fee-claims-onchain-to
中文: 创作者的变化,旧款X Money余额以及自发布以来的付费持有者和供应数据的变化:
Solana 🧭 Compass
.@UsePaid paused X Money payouts after $1.54M in creator fees were claimed in one day, 26x the day before. Creators now claim onchain: sign in with X, withdraw to a Solana wallet, mostly in SOL. New split from today: 65% to recipients, 10% treasury, 25% PAID buyback-and-burn.
中文: 。@UsePaid 暂停了 X Money 的赔付,此前一天内就收到了 154 万美元的创作者费用,与前一天的26起。 创作者现在声称使用 X 登录,退出索拉纳钱包,大部分使用 SOL。 与今天的新分拆:65%对受援国,10%的国库,25%的付费回购和烧钱。
Solana 🧭 Compass
Helium puts the cost at 60–80% below rebuilding an indoor antenna system. How hospital Wi-Fi offload works, and how it fits Helium's carrier business: https://solanacompass.com/news/helium-discloses-23-hospital-health-system-carrying-145-tb-of-mobile-data-in-a-week-over-existing-wi-fi
中文: 氦气将重建室内天线系统的成本比在60%至80%上低。医院Wi-Fi卸载的工作原理,以及它如何契合Helium的运营商业务:
Solana 🧭 Compass
A health system with 23 hospitals across Missouri, Illinois, Oklahoma and Wisconsin now carries mobile traffic for patients and families over the Wi-Fi it already owns, on @helium. Sept 8–14, the live sites moved 145+ TB across 750,000+ sessions. One Wisconsin campus carried 79 TB alone.
中文: 一个在密苏里州、伊利诺伊州、俄克拉荷马州和威斯康星州拥有23家医院的医疗系统,如今通过其已拥有的Wi-Fi,在@helium上为患者和家属提供移动交通流量。 9月8日至14日,这些实时站点在75万次以上的训练中移动了145TB以上。威斯康星州的一个校区仅携带了79TB。
Solana 🧭 Compass
Where cbADA trades, how the CCIP bridge fits Coinbase's six wrapped assets, and the copycat tokens to avoid: https://solanacompass.com/news/coinbase-wrapped-ada-cbada-goes-live-on-solana-via-sunrise-bridged-by-chainlink-ccip
中文: cbADA 的交易地点、CCIP 桥架如何契合 Coinbase 的六项包装资产,以及可避免的仿制代币:
Solana 🧭 Compass
Coinbase's wrapped Cardano (cbADA) is now live on Solana. @sunrise listed it at 18:00 UTC via @chainlink CCIP. It trades on @Raydium, and @Pumpfun now takes cbADA as a launch pair. Follows cbLTC, listed the same way on Sep 25. solana:cbADAmv9issuPfhFwyQG3xac4DGPd1LDSt1oz7vwJsg
中文: Coinbase 的包裹 Cardano(cbADA)现已在 Solana 上上线。 @sunrise 于 UTC 18:00 通过 @chainlink CCIP 将其列入名单。它在 @Raydium 上进行交易,而 @Pumpfun 现在将 cbADA 作为发布对。 关注cbLTC,于9月25日以相同方式列出。 solana:cBADAmv9issuPfhFwyQG3xac4DGPd1LDSt1oz7vwJsg
Solana 🧭 Compass
What is live, what is on testnet and what is still roadmap, plus how the design stops a dishonest node from passing off an honest one's proof: https://solanacompass.com/news/jito-publishes-bam-attestations-design-so-validators-can-verify-solana-transaction-ordering
中文: 什么是实时测试网,什么是测试网,什么仍然是路线图,以及设计如何阻止一个不诚实的节点传递出一个诚实的证明:
Solana 🧭 Compass
.@jito has published how validators will check that its BAM nodes order Solana transactions by the rules. BAM nodes run inside sealed hardware enclaves that sign a report on the exact code running inside. A validator checks that report before it sends the node anything. Encrypted connections are already live on every mainnet BAM node. The attestation step itself is still in internal testing, and public attestations have no date yet.
中文: .@jito 发布了验证码如何检查其 BAM 节点是否按照规则对 Sorana 进行交易。 BAM 节点在密封的硬件飞区内运行,这些设备会在内部运行的精确代码上发布报告。验证器在发送节点之前会检查该报告。 每个主网BAM节点上已存在加密连接。认证步骤本身仍在内部测试中,公开认证尚未确定日期。
Solana 🧭 Compass
What V1 gives up to get that room, what your wallet needs to sign it, and why 18% of pairs isn't 18% of volume: https://solanacompass.com/news/jupiter-adds-solana-transaction-v1-support-to-jupag-swaps-and-jupiter-wallet
中文: 什么V1放弃了这个房间,你的钱包需要什么来签名,以及为什么18%的对子不是体积的18%:
Solana 🧭 Compass
.@JupiterExchange now supports Solana's Transaction V1 format in its swap app and Jupiter Wallet. V1 (live since 15 Sept) lifts the max transaction size from 1,232 to 4,096 bytes, so more pools fit in one swap route. Jupiter says that improves execution on 18% of pairs.
中文: 。@JupiterExchange 现在在其交换应用和 Jupiter 钱包中支持 Solana 的 Transaction V1 格式。 V1(自9月15日起起起)将最大事务大小从1,232个提升至4,096字节,因此多个池可以在一条交换路线中匹配。 木星表示,这提高了18%对的执行力。
Solana 🧭 Compass
What the rule would have changed for traders, the Firedancer replay objection, and what a resubmission needs: https://solanacompass.com/news/simd-0649-closed-without-merging-as-solanas-priority-ordering-rule-waits-on
中文: 交易者的规则、Firedancer 回放异议以及重新提交所需的内容将发生什么变化:
Solana 🧭 Compass
Solana proposal SIMD-0649 would have forced block producers to order transactions by fee, highest first, inside each batch of a block. It was closed unmerged on Sept 25: client teams haven't signed off, and reviewers say leaders could dodge it by choosing where batches end.
中文: 索拉纳的提案SIMD-0649将迫使区块生产者在每批区块内按费用(最高第一)进行交易。 9月25日未结案:客户团队尚未签署,评论者表示,领导者可以通过选择批次的终点来躲避。
Solana 🧭 Compass
What the dual role means for SPI's push on developer protections, Mersinger's record, and where the stalled CLARITY Act stands: https://solanacompass.com/news/solana-policy-institute-president-kristin-smith-to-lead-blockchain-association
中文: 双重角色对SPI推动开发者保护、Mersinger的记录以及停滞的《CLARITY法案》的制定有何意义:
Solana 🧭 Compass
.@KristinSmith, president of the @SolanaInstitute, becomes interim CEO of the @BlockchainAssn on October 17. She keeps the SPI job, so Solana's Washington policy lead will also run one of crypto's main US trade groups. Summer Mersinger steps down October 16.
中文: 。@KristinSmith,索拉纳研究所总裁,于10月17日成为@BlockchainAssn的临时首席执行官。 她保留了SPI的职位,因此索拉纳在华盛顿的政策负责人还将领导加密货币在美国的主要贸易组织之一。 夏季默瑟尔将于10月16日卸任。
Solana 🧭 Compass
Lending, ETF inflows and the 588% jump in ZEC holders, plus our own chart of when that ZEC surge happened: https://solanacompass.com/news/birdeye-solana-q3-2026-report-sol-holders-up-205-to-838m-as-sol-trading
中文: 贷款、ETF流入以及ZEC持有者58%的涨幅,以及我们自身的ZEC涨幅走势图表:
Solana 🧭 Compass
.@birdeye_data's Solana Q3 report: 8.38M wallets now hold $SOL, up 20.5% on Q2, even as SOL trading volume fell 43%. Card payments hit a record $262.7M with the quarter still open Tokenized stock holders passed 1M Solana's RWA market reached $4.49B
中文: @birdeye_data 公布的 Solana 第三季度报告:目前,838 万个钱包的 SOL 持有率,比第二季度增长20.5%,而 SOL 的交易量仍下降了 43%。 信用卡支付额创下2.627亿美元的纪录,本季度仍开盘 代币化股票持有人超过100万 索拉纳的RWA市场达到449亿美元
Solana 🧭 Compass
BSOL's day-by-day inflows, its 5.52% net staking rate, and how stake on Bitwise's validator moved on-chain: https://solanacompass.com/news/bitwise-bsol-etf-draws-over-110m-in-weekly-inflows-ceo-hunter-horsley-says
中文: BSOL的日复一日流入、5.52%的净押注率,以及Bitwise的验证器在链上的投资方式:
Solana 🧭 Compass
Bitwise's Solana staking ETF, $BSOL, took in more than $110M this week, CEO @HHorsley says. Through Thursday, BSOL accounted for about three-quarters of the $1.52B that has entered US spot Solana ETFs since launch. It stakes all of the SOL it holds.
中文: 首席执行官@HHorsley表示,Bitwise的Sorana TETF(BSOL)本周获得了超过1.1亿美元的收益。 截至周四,BSOL占自上市以来进入美国现货Solana ETF的1.52亿美元中,约占其四分之三。它所拥有的所有SOL都与之有关。
Solana 🧭 Compass
The FAQ is non-binding staff guidance and names no token. What it says, what Jito argues, and where the 15% ETF allocation comes in: https://solanacompass.com/news/sec-staff-faq-says-staking-receipt-tokens-can-be-digital-commodities-jito
中文: 常见问题是不具约束力的员工指导,且姓名无标识。它所说的、Jito 所论证的内容,以及 15% ETF 配置的来源:
Solana 🧭 Compass
New SEC staff FAQs say a staking receipt token can be a digital commodity when a protocol-based liquid staking provider issues it. @jito says that covers solana:J1toso1uCk3RLmjorhTtrVwY9HJ7X8V9yYac6Y7kGCPn. Its chief legal officer @RebeccaRettig1 calls it "free & clear" to add to staked Solana ETFs.
中文: 美国证券交易委员会新员工常见问题解答称,当基于协议的液化股权提供商发行时,一个标价的收据代币可能是一种数字商品。 @jito 表示这涵盖 solana:J1toso1uCk3RLmjorhTtrVwY9HJ7X8V9yYac7kGCPn。其首席法律官@RebeccaRettig1称,将其“免费”和“明确”地添加到持有的索拉纳ETF中。
Solana 🧭 Compass
What changes for apps, which commitment level new code should use, and how this compares with the testnet switch: https://solanacompass.com/news/alpenglow-is-live-on-solana-devnet-as-anza-retires-towerbft-at-slot-504148999
中文: 应用程序应使用哪些功能级别,以及该功能与测试网交换机的对比:
Solana 🧭 Compass
Alpenglow is live on Solana devnet, a day after testnet. @anza_xyz completed the handoff at slot 504148999, retiring TowerBFT, the consensus mechanism mainnet still runs. App developers can now test on devnet during an observation period before the mainnet-beta migration.
中文: 阿尔彭格洛在测试网的第二天,在索拉纳开发网上上线。 @anza_xyz 以 504148999 的成绩完成了交接,而 TowerBFT 即将退休,而共识机制主网仍在运行。 应用程序开发者现在可以在主网-测试版迁移前的观察期内使用 devnet 进行测试。
Solana 🧭 Compass
Why stablecoin trackers disagree on the total, and how much of the supply is USDC: https://solanacompass.com/news/solana-stablecoin-supply-hits-new-all-time-high-of-173b
中文: 为何稳定币追踪器在总量上存在分歧,以及供应量中有多少是USDC:
Solana 🧭 Compass
Stablecoin supply on @solana has hit a record $17.3B. The previous high, $16.7B, was set on August 9. Since then the number of wallets holding USDC on Solana has grown from about 8.1M to 9.3M, by our own data.
中文: @solana 的稳定币供应量已创下创纪录的173亿美元。 此前的167亿美元高点于8月9日创下。自那以后,按我们自身数据,索拉纳持有USDC的钱包数量已从约810万增加到930万。
Solana 🧭 Compass
It takes tokenized fixed income on Solana past T-bills and AAA CLOs into riskier corporate credit. What HYB holds, who can buy it and how exits work: https://solanacompass.com/news/centrifuge-brings-new-york-lifes-tokenized-high-yield-bond-fund-hyb-to-solana
中文: 将索拉纳过去的T-账单和AAA的固定收益纳入风险较高的企业信贷中。 HYB 持有什么,谁可以购买,以及出口如何运作:
Solana 🧭 Compass
$HYB, New York Life Investment Management's tokenized U.S. high-yield corporate bond fund, is now available on Solana through @centrifuge. It is @NYLIManagement's first tokenized product. Qualified investors only; subscriptions and redemptions settle in USDC.
中文: 纽约人寿投资管理公司(NYQ Life Investment Management)的美国代币化高收益公司债券基金($HYB)现已通过@centrifuge在索拉纳上市。 这是 @NYLIManagetin 的首个代币化产品。仅限合格投资者;订阅和赎回以美元结算。
Solana 🧭 Compass
Solana Compass data for the same Aug 24 to Sep 22 window counts $202.7B in spot DEX volume, within 1% of Bitquery's total. How the trackers' counts differ, and what the rules flagged: https://solanacompass.com/news/bitquery-flags-1177b-or-58-of-solana-dex-volume-as-circular-or-bot-like
中文: 同年8月24日至9月22日窗口期的索拉纳指南针数据显示,现货指数成交量为2027亿美元,占比特克里总销量的1%。 追踪器的计数有何不同,以及规则标记的内容:
Solana 🧭 Compass
.@Bitquery_io tested a month of Solana DEX trading and classed $117.7B of $201.4B, or 58.4%, as circular or bot-like. About 95% of that was one pattern: a buy and a sell of the same token, in the same pool, inside one transaction. Bitquery calls it an inference, not proof of intent.
中文: 。@Bitquery_io 测试了索拉纳 DEX 交易一个月,将 1177 亿美元(约 2014 亿美元)(即 58.4%)归类为循环或机器人交易。 其中约95%是一种模式:在同一交易池中买入并卖出同一代币。 Bitquery 称之为推断,而不是意图的证明。
Solana 🧭 Compass
How plurality voting kept the board, what Forward is offering in cash or stock, and what SkyAI has and has not said since: https://solanacompass.com/news/skyai-annual-meeting-directors-keep-seats-despite-up-to-75-withheld-votes-equity-plan-rejected
中文: 多数投票如何维持了董事会的存量,Forward提供的现金或股票,以及SkyAI此后一直和未说过的内容:
Solana 🧭 Compass
SkyAI shareholders withheld 67-75% of the votes cast on every director. All five kept their seats anyway: under plurality voting, a withheld vote does not count against anyone. The equity plan failed 22.5M to 5M. Forward Industries' takeover bid for the Solana treasury firm expires 5pm ET today (Sep 25).
中文: SkyAI股东对每位董事的投票结果均持有67至75%的选票。五人无论如何都保留了席位:在多数投票的情况下,被否决的选票不计入任何人。 股权计划未能达到2250万至5亿。Forward Industries收购索拉纳银行股份公司的报价将于今天(9月25日)下午5点到期。
Solana 🧭 Compass
What each API returns, how Parsed Streams filters on the server side, and the credit costs against the legacy endpoints: https://solanacompass.com/news/helius-takes-parsed-streams-and-the-parsed-events-api-out-of-beta-decoding
中文: 每个API返回的内容、Parsed Streams在服务器端的过滤方式,以及传统终端端点的信用成本:
Solana 🧭 Compass
.@Helius has taken Parsed Streams and the Parsed Events API out of beta, on all plans including free. They decode transactions from 3,600+ Solana programs and replace the older Enhanced Transactions API. A lookup costs 10 credits, not 100. Early users are billed from Oct 1.
中文: 。@Helius 已将 Parsed Streams 和 Parsed Events API 从 Beta 版中退出,所有计划均包含免费版本。 他们解码了来自3600多个Solana程序的交易,并替换了旧的增强交易API。 一次查找需要10个学分,而不是100个。早期用户的账单从10月1日起。
Solana 🧭 Compass
How each GPU loan is secured, the limits on Kamino's market, and the risks Allez Labs flagged: https://solanacompass.com/news/usdais-gpu-backed-usdai-and-susdai-go-live-on-solana-with-kamino-and-jupiter-markets
中文: 每笔GPU贷款的担保、卡米诺市场的限值以及Allez Labs标记的风险:
Solana 🧭 Compass
Loans on AI data-centre GPUs now back a yield-earning dollar on Solana. @USDai_Official's sUSDai went live today, drawing its yield from $280M+ in loans on GPU hardware. @kamino opened a USDai market curated by @AllezLabs, and @jupiter_earn added three sUSDai vaults.
中文: 人工智能数据中心GPU的贷款现在使索拉纳的收益率重新回升至高收益。 @USDai_Official 的 sUSDAi 今日上线,其收益率从 2.8 亿美元以上的 GPU 硬件贷款中实现。 @kamino 开设了由 @AllezLabs 策划的 USAi 市场,@jupiter_earn 新增了三个 sUSDAi 保险库。
Solana 🧭 Compass
Their mandates, the Foundation's institutional pitch, and our data on USDC holders on Solana (about 7.2M to 9.3M since June): https://solanacompass.com/news/solana-foundation-names-ex-binance-cmo-rachel-conlan-chief-strategy-officer-jamal-raees-gm-of-payments
中文: 他们的授权、基金会的制度性宣传以及我们关于索拉纳的美元持有者数据(自6月以来约为720万至930万):
Solana 🧭 Compass
Rachel Conlan, Binance's former global CMO, has joined @SolanaFndn as Chief Strategy Officer, and ex-Polygon Labs exec Jamal Raees becomes GM of Payments. The Foundation points to $5T+ in stablecoin volume on Solana in 2026 and $620M+ in tokenized stocks on Solana.
中文: 币安前全球首席营销官瑞秋·康兰已加入@SolanaFundn担任首席战略官,前Polygon Labs高管贾马尔·拉伊斯也成为支付公司的总经理。 该基金会指出,2026年索拉纳的稳定币交易量为5亿美元以上,索拉纳的代币化股票为6.2亿美元以上。
Solana 🧭 Compass
What changes for validators and data providers (BLS keys on vote accounts, new block footer data) and what the Agave v4.4 schedule does and doesn't say: https://solanacompass.com/news/alpenglow-is-live-on-solana-testnet-as-anza-retires-towerbft-and-votor-takes
中文: 验证器和数据提供商(投票账户上的BLS密钥、新的区块投手数据)以及Agave v4.4计划的哪些内容有哪些变化,哪些内容不说明:
Solana 🧭 Compass
Alpenglow is now running on Solana's testnet. At slot 444,625,255, validators confirmed the last block under the old TowerBFT consensus with 82% of stake. From there, Votor handles finality and validator votes no longer land onchain as transactions. On mainnet, votes made up about 57% of all transactions on Sep 23. @anza_xyz says devnet is next. Mainnet follows an observation period, with no date set.
中文: 阿尔彭格洛现在正在索拉纳的测试网上运行。 在444,625,验证器在旧的TowerBFT共识下确认了最后一个区块,占82%的赌注。从那一开始,Votor 处理最终结果,而验证者的投票不再作为交易方式登陆链上。 在主流网站上,截至9月23日,所有交易的投票率约占57%。 @anza_xyz 表示 devnet 是下一个。主网遵循观察期,但日期尚未确定。
Solana 🧭 Compass
Choose Your London. Then choose Breakpoint. https://dub.sh/chooseyourlondon
中文: 选择你的伦敦。然后选择断点。
Solana 🧭 Compass
My London is Westminster Abbey - it has a Navigator's Memorial! 🧭 What's yours? https://twitter.com/SolanaCompass/status/2103145220439490951/photo/1
中文: 我的伦敦是威斯敏斯特教堂——它有一座领航员纪念碑!🧭 你的是什么?
Solana 🧭 Compass
What was burned, how the remaining 300M splits, and how to check the burn on-chain yourself: https://solanacompass.com/news/streamflow-foundation-burns-69999m-stream-cutting-token-supply-70-to-300m
中文: 烧坏了什么,剩下的300M如何分裂,以及如何自行检查链上的烧伤:
Solana 🧭 Compass
.@StreamflowFDN has burned 699.99M solana:STREAMribRwybYpMmSYoCsQUdr6MZNXEqHgm7p1gu9M: all of its own holdings plus much of the founder and future team allocation. Supply: 1B → 300M, and the token has no mint authority to reissue it. Investor vesting was left alone and is now ~38% of what's left.
Solana 🧭 Compass
How the leaderboards, volume-milestone crates and weekly campaigns work, plus how this builds on the Frontier Traders VIP program: https://solanacompass.com/news/frontier-traders-season-1-opens-with-1m-in-perps-rewards-on-phoenix-and-solflare
中文: 排行榜、多线石板和每周活动的运作方式,以及这如何建立在前沿贸易员VIP项目之上:
Solana 🧭 Compass
The Solana Foundation is putting $1M+ in rewards behind an eight-week perpetual futures trading season. @joinfrontier Season 1 counts only perps volume on @PhoenixTrade and @solflare, the exclusive mobile venue. It ends in a live London final on Nov 14, where eight finalists play for a Porsche 911 GT3 RS or $250K.
中文: 索拉纳基金会将为为期八周的期货交易季提供100多万美元的奖励。 @joinfrontier 第一季仅在 @PhoenixTrade 和 @solflare(专属移动场所)上播放量。 比赛将于11月14日在伦敦举行,现场决赛将有八名决赛选手参加保时捷911 GT3 RS比赛,即25万美元。
Solana 🧭 Compass
What backs USDv today (USDC and USDG, with Treasuries still being added), how opt-in rewards are routed, and the audits behind it: https://solanacompass.com/news/solomon-labs-usdv-goes-live-on-solana-via-sunrise-anchored-by-raydium-liquidity
中文: 今日美元(USDC 和 USDG 的支持程度,以及还增加了还有国债)、选择加入奖励的发放方式以及其背后的审计:
Solana 🧭 Compass
A new dollar stablecoin that pays holders without staking or wrapping went live on Solana today. @solomon_labs listed USDv via @sunrise, and @Raydium put $1M of its treasury behind it as the main liquidity venue. Solomon says $5M+ entered circulation in the first hour. Two wallets hold ~70% of it so far.
中文: 一种无需押注或包装即可向持有者支付的新型美元稳定币今日在索拉纳上线。 @solomon_labs 通过 @sunrise 将 USDv 列为,而 @Raydium 将其 100 万美元的资金作为主要流动性领域。 所罗门表示,500万美元+在第一小时内进入流通。两个钱包至今占据了70%的。
Solana 🧭 Compass
Tetra has already warned about fake CADD tokens. The article has the official mint address, how the coin is regulated in Alberta, and our first on-chain read of its supply and holders: https://solanacompass.com/news/tetras-cadd-canadian-dollar-stablecoin-goes-live-on-solana
中文: 利乐已警告有关伪造的CADD代币。文章有官方的铸币地址、阿尔伯塔省对硬币的监管方式,以及我们首次在链上解读其供应和持有者:
Solana 🧭 Compass
.@TetraDigitalGrp's CADD, a Canadian-dollar stablecoin backed 1:1 by CAD reserves, is now live on Solana. Its backers include Shopify, Wealthsimple, National Bank of Canada and ATB Financial. Solana is its fourth chain, after Ethereum, Base and Tempo.
中文: 。@TetraDigitalGrp 的 CADD,一种由 CAD 储备支持的加拿大美元稳定币,现在在 SoLana 上上线。 其支持者包括Shopify、Wealthsimple、加拿大国家银行和ATB金融公司。 Sorana 是其第四家连锁品牌,仅次于以太坊、Base 和 Tempo。
Solana 🧭 Compass
中文: 它如何运作以及对索拉纳加密货币支付的意义:
Solana 🧭 Compass
NEW: @JupiterExchange just made it one click to move $USDC straight to your Jupiter Card spend balance — no extra steps, no waiting. Before: multiple transfers and a delay before your card was funded. Now: tap once, spend immediately. Does removing this friction finally make on-chain payments mainstream?
中文: 最新:@JupiterExchange 只需一键将美元USDC直接转入您的Jupiter Card消费余额——无需额外步骤,无需等待。 之前:在您的卡资金到位之前,会进行多次转账和延迟。 现在:轻点一次,立即消费。 消除这种摩擦最终是否使链上支付成为主流?
Solana 🧭 Compass
Solana 🧭 Compass
.@MeteoraAG just distributed over $700K in USDC to Referral Staking Cycle 2 participants — more than double Cycle 1's $336K. 89M+ MET staked. 11K+ users referred. Real protocol fees, paid in USDC. This is what sustainable DeFi yield looks like. https://twitter.com/SolanaCompass/status/2102755368812392730/photo/1
中文: 。@MeteoraAG 刚刚向Ferloral Staking Cycle 2的参与者发放了超过70万美元的USDC,超过了Cycle 1的33.6万美元。 89M+MET 被收购。11K+ 用户推荐。 以USDC支付的实协议费用。这就是可持续的DeFi收益率的外观。
Solana 🧭 Compass
Solana 🧭 Compass
DATA: Tokenized commodities on Solana just hit $87M in weekly volume. Solana's share of all-chain tokenized commodity trading: 5% → 30% in 7 weeks. @Raydium routes 70% of that volume. After the tokenized-stocks surge, commodities are following the same playbook. Which asset class is next?
Solana 🧭 Compass
中文: 有关该产品的详细信息,以及FWDI的财务战略意味着什么:
Solana 🧭 Compass
JUST IN: @FWDind is closing a $25M registered direct offering with an institutional investor — all proceeds go toward buying more SOL. 3,125,000 shares at $8.00 each. Closing expected Sep 24. FWDI already holds 8.16M SOL (~1.39% of circulating supply), the largest public Solana treasury. This raise stacks more. Which company adds the most $SOL next?
中文: @FWDind 将与一家机构投资者完成一笔价值 2500 万美元的注册直接发行,所有收益均用于购买更多 SOL。 312.5万股,每股8.00美元。预计9月24日关闭。 FWDI已持有8.16亿索拉纳(SOL)(占流通供应量的约1.39%),这是最大的公共索拉纳国库。这会增加更多。 下一届 $SOL 哪家公司会增加最多?
Solana 🧭 Compass
Full breakdown — growth trajectory, Backpack Securities context, and Robinhood Chain's impact on Solana's volume share: https://solanacompass.com/news/solana-tokenized-equity-wallets-pass-900000-as-supply-reaches-684m-all-time-high
中文: 全面细分——增长轨迹、背包证券背景以及罗宾汉链对索拉纳交易量份额的影响:
Solana 🧭 Compass
DATA: Solana tokenized equity wallets crossed 900,000 on September 22 — an all-time high. That's more than double the 424,894 wallets on September 1. Supply: $684M (up 47% in 3 weeks). 30-day RWA volume: $3.3B. Top assets: $NVDAx, $SPYx, $TSLAx https://twitter.com/SolanaCompass/status/2102683143757308100/photo/1
中文: 数据:9月22日,索拉纳代币化股票钱包突破90万,达到历史最高水平。 这比9月1日的424,894个钱包增加了一倍多。 供应量:6.84亿美元(三周内上报47%)。30天RWA成交量:33亿美元。 热门资产:$NVDAx、$SPYx、$TSLAx
Solana 🧭 Compass
Full breakdown — fee windows, burn mechanics, and what the data doesn't settle on its own: https://solanacompass.com/news/solana-leads-ethereum-across-all-chain-fee-windows-in-defillamas-september-22-snapshot
Solana 🧭 Compass
DATA: Solana vs Ethereum chain fees — DeFiLlama Sep 22 $SOL / $ETH 24h: $1.10M / $649K 7d: $5.93M / $3.09M 30d: $23.58M / $12.04M Ethereum burned more per fee: $226K vs $117K in 24h. EIP-1559 takes a larger cut. Most of Solana's fees — priority and Jito tips — don't get burned. https://twitter.com/SolanaCompass/status/2102682889674744235/photo/1
Solana 🧭 Compass
Full details on the mechanics, Galileo's planned expansion, and how the OCC-regulated distinction sets this apart: https://solanacompass.com/news/sofi-becomes-first-nationally-chartered-us-bank-live-with-stablecoin-settlement-on-mastercard-70-running-on-solana
中文: 有关机械装置、伽利略计划扩建以及OCC监管区别如何使此情况脱颖而出的全部细节:
Solana 🧭 Compass
NEW: SoFi Bank, N.A. is now the first nationally chartered U.S. bank settling card transactions in stablecoin on Mastercard's global network. Their $25B+ card program runs in SoFiUSD — and 70% of that supply (~$232.6M) sits on Solana. https://twitter.com/SolanaCompass/status/2102679870488932700/photo/1
中文: 新:南达科他银行(SoFi Bank, N.A.)现已成为美国首个获得全国授权的银行,通过稳定币结算稳定币的卡交易。他们的250亿美元以上卡卡项目在SoFiUSD运营,其中70%(约2.326亿美元)位于索拉纳。
Solana 🧭 Compass
Full breakdown of how Microscope works, what it tracks, and how to deploy it: https://solanacompass.com/news/solana-foundation-open-sources-microscope-a-free-self-hosted-program-monitoring-tool
中文: Microscope 的工作原理、跟踪内容以及如何部署的完整内容:
Solana 🧭 Compass
.@SolanaFndn just open-sourced Microscope — a free, self-hosted monitoring stack for Solana on-chain programs. Prometheus + Grafana + Loki pipeline, Carbon IDL decoding, and alerts to Slack, Telegram, or PagerDuty. Deploy via Docker Compose, AWS/GCP Terraform, or Kubernetes. The Foundation does not host it or see your data. What would you monitor first?
Solana 🧭 Compass
Solana 🧭 Compass
NEW: @apecoin is canonical on Solana via @sunrise. solana:C1MHyoTJpRTeS9AQCyspNVu2EWAYCZwmJ1jNkEArFP1f $17.7M first-day trading volume. 19,847 unique traders. StonkFun/LaunchOnSF now supports APE-paired coin launches on @Raydium.
中文: 最新:@apecoin 通过 @sunrise 在 Solana 上具有规范性。 索拉纳:C1MHyoTJpRTeS9AQCyspNV2EWAYCZwmJ1jNkEarFP1f 首日交易量1770万美元。19847名独立交易员。StonkFun/LaunchOnSF 现支持在 @Raydium 上发布 APE 配对的加密货币。
Solana 🧭 Compass
Solana 🧭 Compass
UPDATE: Alpenglow is activating on Solana testnet today. @anza_xyz Confirmed == finalized — single-slot finality is live on testnet for the first time. Firedancer and Frankendancer lose testnet support as the gate opens. Mainnet feature activation: Sep 28. Anza also published the Agave v4.4 release schedule, targeting Nov 9 mainnet.
Solana 🧭 Compass
中文: 关于索拉纳指南针的更多信息:
Solana 🧭 Compass
NEW: @PythNetwork is now an approved external distributor of Nasdaq Basic — real-time quote and last-sale data for every U.S. exchange-listed security, accessible through the Pyth Data Marketplace. Builders can now license Nasdaq's own equity feed directly into on-chain apps.
中文: 最新:@PythNetwork 现已成为纳斯达克基础公司(Nasdaq Basic)的上市外部分销商,可通过 Pyth 数据交易平台获取每个美国交易所上市证券的实时报价及最后一次销售数据。 建筑商现在可以直接将纳斯达克自己的股权信息源授权给链上应用程序。
Solana 🧭 Compass
RT @sphere_labs: Stablecoins are becoming the internet's dollar, and that shift is starting to reshape monetary sovereignty in high-inflation economies. Our new report with Silicon Valley Bank looks at what is driving that shift, and how controls can keep pace as emerging market adoption scales. https://twitter.com/sphere_labs/status/2102390410022949237/photo/1
Solana 🧭 Compass
Full details on the vault structure, auto-rollover mechanics, and what the Figure and HastraFi integration means: https://solanacompass.com/news/kamino-finance-launches-fixed-rate-multiply-vault-on-solana-with-53-locked-borrow-rate
中文: 保险库结构、自动翻车机制以及图和HastraFi集成的完整详细信息:
Solana 🧭 Compass
Craig Birchall, FalconX Head of Lending: "Kamino Lend has evolved into a critical credit instrument for our desk. Locking in fixed rates, we can minimize rate volatility and duration-match in a unique way within the DeFi ecosystem."
中文: 克雷格·伯查尔,FalconX 贷款主管:“卡米诺信已发展成为我们办公桌上至关重要的信贷工具。以固定利率锁定,我们可以以独特的方式在DeFi生态系统中降低利率波动和持续时间匹配。
Solana 🧭 Compass
Kamino's first fixed borrow rate is live: 5.3% locked for 30 days, up to 20% projected APY via $AUTO/wYLDS. Variable DeFi borrow rates typically swing 3-10% based on pool utilization. Fixed rates work here because @kamino runs a separate reserve integrated directly with Figure's tokenized auto loan infrastructure — no price impact on entry or exit. Auto-rollover at the prevailing fixed rate each period. Falls back to variable only if rollover liquidity isn't there. Who uses this first — retail yield chasers or institutional desks?
Solana 🧭 Compass
Full breakdown on Solana's lending milestone — growth trajectory, Smart Collateral mechanics, and protocol fees: https://solanacompass.com/news/jupiter-lend-hits-241-billion-in-total-deposits-a-new-all-time-high
中文: 索拉纳贷款里程碑——增长轨迹、智能抵押机械和协议费用——的全面细分:
Solana 🧭 Compass
Jupiter Lend just hit $2.41B in total deposits — a new all-time high for Solana lending. @jupiter_earn grew 27% in a single month, now carrying $822.7M in active loans and $1.6M/month in protocol fees. From $500M on day one to $2.41B in just over a year.
Solana 🧭 Compass
Full breakdown — Cardano's entry, Coinbase's 66% faster Solana facilitator, and what the transaction data shows: https://solanacompass.com/news/solana-processes-76-of-all-x402-ai-agent-transactions-232-million-in-four-weeks
中文: 完整细分——Cardano 的入门作品、Coinbase 的 66% 快 Solana 促进者,以及交易数据显示的内容:
Solana 🧭 Compass
DATA: Solana now handles 76% of all x402 AI agent transactions — 23.2 million in four weeks, nearly 7x the next network. $SOL's share grew from ~70% last month. Cardano just joined but hasn't processed a mainnet commercial transaction yet. Which chain is next? https://twitter.com/SolanaCompass/status/2102320501603643853/photo/1
Solana 🧭 Compass
Full breakdown — exchange partners, supported assets, and what this means for Solana on-chain trading: https://solanacompass.com/news/x-cashtag-trade-button-goes-live-in-us-routing-sol-and-stocks-to-coinbase-kraken-and-gemini
Solana 🧭 Compass
NEW: X's Cashtag Trade button is live in the US. Tap solana:So11111111111111111111111111111111111111112, $BTC, or supported stocks in any post — Coinbase, Kraken, and Gemini handle the order. 245 million users now one tap from a trade.
Solana 🧭 Compass
Solana 🧭 Compass
First commodity-sector ETF token on Solana. $COPX tracks 40 copper mining stocks — Freeport-McMoRan, BHP, Glencore, and more. $7.5B AUM, tradeable 24/7, 1:1 redeemable for real shares. Copper demand is projected to reach 42M tonnes by 2040, up from 28M today.
中文: 索拉纳第一商品板块ETF代币。 $COPX 追踪 40 个铜矿开采股票——Freeport-McMoRan、必和必拓、嘉能可等。75亿美元AUM,全天候交易,1:1可兑换真实股份。 预计到2040年,铜需求量将达到4200万吨,高于目前的28亿吨。
Solana 🧭 Compass
Full breakdown on what each number measures, what is driving the count, and where Solana stands vs NASDAQ: https://solanacompass.com/news/solana-dexs-log-208-million-weekly-trades-overtaking-nyse-in-trade-count-for-first-time
中文: 对每个数字的衡量指标、推动统计的原因以及索拉纳对纳斯达克的看法情况的完整细分:
Solana 🧭 Compass
DATA: Last week, Solana logged 208 million DEX trades. NYSE: 189 million. First time a blockchain has outpaced a major stock exchange in weekly trade count. https://pump.fun/ drove 118M of those trades. NASDAQ ran 313M — Solana at 53% of that pace. Where does the count go from here?
中文: 数据:上周,索拉纳录得2.08亿股DEX交易。纽约证券交易所:1.89亿。区块链首次在每周交易统计中超过大型证券交易所。 推动了1.18亿笔交易的增长。纳斯达克的运行量为3.13亿,索拉纳的运行速度为53%。计数从这里走向何方?
Solana 🧭 Compass
Full breakdown on the upgrade, what Alpenglow adds, and the Sept 28 timeline: https://solanacompass.com/news/anza-issues-live-upgrade-call-agave-v43-is-the-recommended-version-for-all
中文: 升级的完整详情、Alpenglow 新增内容以及 9 月 28 日时间线:
Solana 🧭 Compass
Solana's last step before Alpenglow. @anza_xyz called all mainnet-beta validators to upgrade to Agave v4.3 today — the final checkpoint before the Sept 28 feature gate. On activation: 150ms finality. No more vote transactions. What do you build first once finality hits 150ms?
中文: 索拉纳在阿尔彭格洛之前的最后一步。@anza_xyz 呼吁所有 mainnet-beta 验证器今天升级到 Agave v4.3,即9月28日功能门前的最后一个检查站。激活时间:150ms 决赛。不再进行投票交易。最终命中达到150ms后,你首先构建的是什么?
Solana 🧭 Compass
中文: 索拉纳指南针公司的完整方法论和双资产细分:
Solana 🧭 Compass
DATA: Same tokenized stock, two platforms. @BackpackOnchain on Solana: 0.12% all-in Robinhood Chain (Ethereum L2): 5.42% all-in Measured by Blockworks Research on sub-$100 $MU orders. Same result on gold ETF SPCX. What would pull traders to Solana for tokenized stock trading?
中文: 数据:相同的代币化股票,两个平台。 @BackpackOnchain 在索拉纳:0.12% 全包 罗宾汉链(Ethereum L2):全包5.42% 由Blockworks Research以低于100美元的订单进行衡量。黄金ETF SPCX的结果相同。 什么会吸引交易员来索拉纳进行代币化股票交易?
Solana 🧭 Compass
中文: 索拉纳指南针的全覆盖:
Solana 🧭 Compass
.@jupiter_trade's Gacha has crossed $50M in trading volume on Solana. Five pack categories now live: Sports, Pokemon, Watch Packs, Riftbound, and One Piece. Up from just two at launch. Growth from $3.3M in the first 22 hours to $9M in five days. Which category comes next?
中文: @jupiter_trade 的 Gacha 在 Sorana 上的交易量已超过 5000 万美元。五个包类现在上线:运动、宝可梦、手表包、Riftbound 和 One Piece。发布时仅两起。从前22小时内的330万美元增长到五天内的900万美元。接下来是哪个类别?
Solana 🧭 Compass
中文: 索拉纳指南针的完整详情:
Solana 🧭 Compass
UPDATE: @defidevcorp added 101,381 $SOL in one week. Treasury: 2,490,304 SOL and SOL equivalents (4.24% weekly gain). CHAD preferred stock over-allotment closed for $1.65M in new capital. $DFDV has outperformed SOL by 2x this quarter. Which public company copies this treasury playbook next?
中文: 更新:@defidevcorp 在一周内新增了 101,381 美元。 美国国债:2,490,304个SOL和SOL等值指数(每周收益增长4.24%)。 CHAD优先股超额配售以165万美元收盘,新增资本。 SDFDV本季度的表现优于SOL的2倍。哪家上市公司接下来会复制这本《国库》剧本?
Solana 🧭 Compass
中文: 时间线、验证器经济学以及索引者在9月28日之前需要验证的内容:
Solana 🧭 Compass
UPDATE: Today (Sep 21) is the milestone Anza marked months ago on its Alpenglow roadmap — general adoption recommended for Agave v4.3. The feature gate that activates Alpenglow's new consensus protocol opens September 28. Here is what actually changes: Roughly 59% of all Solana transactions right now are vote transactions — validators voting on block confirmations. Alpenglow moves votes off-ledger into direct validator-to-validator messaging. They disappear from the block stream entirely. That means on Sep 28, the network's raw transaction count will drop significantly, even as actual user activity stays flat or grows. Any tooling that reads raw ledger data for counts will need to account for this. On the consensus side: TowerBFT finality takes ~12.8 seconds across 32 confirmation rounds. Votor targets ~150ms in one or two rounds. Fault tolerance rises from one-third of stake to 40%. Validators who have not migrated to v4.3 after today are running unsupported software into the activation window. Each epoch runs ~38 hours, so full propagation spans several days after Sep 28. What changes most for builders — fewer transactions to index, or faster finality for UX?
Solana 🧭 Compass
Rand reserves, Fireblocks custody, Chainalysis AML — how South Africa's first licensed rand stablecoin is structured: https://solanacompass.com/news/supercoin-launches-zarsc-south-africas-first-fsca-licensed-rand-stablecoin-on-solana
中文: 兰德储备、火电区块托管、连锁分析反洗钱——南非首个持牌兰特稳定币的结构:
Solana 🧭 Compass
Full breakdown — the top tokens, platforms, and the stablecoin stats behind Solana's tokenized equity surge: https://solanacompass.com/news/solana-tokenized-equity-holders-hit-850000-ath-as-33b-flows-in-30-days
中文: 全面细分——索拉纳代币化股权激增背后的顶级代币、平台和稳定币数据:
Solana 🧭 Compass
NEW: South Africa's first FSCA-licensed rand stablecoin just launched on @solana. @supercoinxyz's $ZARsc: Absa bank reserves, Fireblocks custody, Chainalysis AML screening, FSP 53458 license. Live on Luno, VALR, and OVEX. Who uses it first? https://twitter.com/SolanaCompass/status/2101759808470937920/photo/1
Solana 🧭 Compass
DATA: Solana tokenized equities just hit 850,000 unique onchain holders — all-time high. $3.3B flowed in 30 days: @xStocksFi $1.6B, @Backpack $1.1B, @PreStocks $293M. 14 straight weeks atop all-chain dApp revenue. Nvidia NVDAx leads at 94,752 holders.
Solana 🧭 Compass
How canonical NTT listing works, what $40M in 24h looked like across Solana DEXs, and the PayBox AI agent demo: https://solanacompass.com/news/pepe-lands-on-solana-as-a-canonical-spl-token-via-wormhole-ntt-hits-40m-volume-in-24-hours
中文: 简约NTT的上市效果如何,索拉纳DEXs的4000万美元售价(24小时)以及PayBox人工智能代理演示版的内容:
Solana 🧭 Compass
PEPE is now the canonical Solana SPL token via @sunrise and Wormhole NTT — not a bridge wrap. One mint, every DEX from day one. $40M in trading volume hit within 24 hours of launch.
中文: PEPE 现已通过 @sunrise 和 Wormhole NTT 推出了 connical Solana SPL 代币,并非桥接包。从第一天起,每枚薄荷。上市后24小时内,4000万美元的交易量达到。
Solana 🧭 Compass
Full breakdown of Proposal 68, what Proposal 2 must still decide, and what the decimal conversion means for holders: https://solanacompass.com/news/zetachain-proposal-68-passes-with-994-support-zeta-to-migrate-to-solana-spl
中文: 提案68的完整细分,提案2仍需决定什么,以及十进制转换对持有者意味着什么:
Solana 🧭 Compass
ZetaChain Proposal 68 passed — 99.4% in favor, 58% turnout. $ZETA converts 1:1 to a native Solana SPL token with no new supply. The L1 stays live until a second vote sets the migration date. Anuma, their private AI app with 300K+ users, moves to Solana too. https://twitter.com/SolanaCompass/status/2101666945145983295/photo/1
中文: 泽塔查恩提案68获得通过,支持率为99.4%,投票率为58%。$ZETA 将 1:1 转换为原生的 Solana SPL 代币,无需新供应。L1 一直维持状态,直到第二次投票决定迁移日期。拥有300K+用户的私人AI应用Anuma也将转至Solana。
Solana 🧭 Compass
Full breakdown — 12-week streak, BSOL's staking advantage, and how Bitcoin ETF flows compare: https://solanacompass.com/news/us-spot-solana-etfs-log-12-consecutive-weeks-of-net-inflows-accumulating-14b
中文: 完整细分——连续12周交易,BSOL的股权优势以及比特币ETF的流动方式对比:
Solana 🧭 Compass
DATA: US spot Solana ETFs hit 12 consecutive weeks of net inflows, accumulating $1.4B+. Last week: $60.7M for $SOL ETFs vs $6.1M for Bitcoin (their quietest week since Oct 2024). BSOL holds 80% of all flows, with a 5.31% staking yield baked in. https://twitter.com/SolanaCompass/status/2101595222635630896/photo/1
中文: 数据:美国现货索拉纳ETF连续12周实现净流入,累计累计达14亿美元。上周:6070万美元用于SOL ETF,而比特币为610万美元(这是自2024年10月以来最平静的一周)。BSOL 持有所有流量的 80%,其中 5.31% 的押注率为
Solana 🧭 Compass
中文: 故事与链上供应链细分:
Solana 🧭 Compass
Tether minted $500M USDT on Solana in under 60 minutes. Circle followed with $250M USDC in the same session. Together: $750M in fresh stablecoin supply added to Solana today, from both major issuers at once. https://twitter.com/SolanaCompass/status/2101399181529383030/photo/1
中文: 泰瑟在60分钟内对索拉纳造就了5亿美元的美元。Circle 在同一环节中以 2.5 亿美元的金额紧随其后。同时:索拉纳今日新增7.5亿美元的稳定币供应量,同时由两家主要发行人提供。
Solana 🧭 Compass
Full breakdown of the burn scope, the SANC rename, and what stays in the supply: https://solanacompass.com/news/sanctum-governance-vote-passes-259m-cloud-tokens-to-be-burned-ticker-renames-to-sanc
中文: 烧伤范围、SANC 重命名以及供应中停留的内容的完整细分:
Solana 🧭 Compass
BlackBerry ($BB) is now tokenized on Solana via @sunrise. Its QNX software runs in 275M+ vehicles. Available 24/7 on @Raydium, issued by @Backpack. Redeemable 1:1 for the real NYSE share. Third tokenized listing on Solana in 72 hours.
中文: 黑莓($BB)现在通过@sunrise在Solana上进行代币化。其QNX软件采用275M+型车辆运行。可在@Raydium上全天候发售,由@Backpack发布。可兑换1:1,用于实际的纽约证券交易所股票。72小时内在Solana上的第三个代币化列表。
Solana 🧭 Compass
.@sanctumso's CLOUD-008 vote passed. 259M solana:CLoUDKc4Ane7HeQcPpE3YHnznRxhMimJ4MyaUqyHFzAu burned from the Community Reserve. Supply drops from 1B to ~741M. Ticker also changes: CLOUD becomes SANC. Sanctum: $2.05B TVL, profitable since 2025. The team says the reserve was keeping investors away.
中文: @sanctumso 的 CLOUD-008 投票获得通过。 259万索拉纳:社区保护区内烧伤。供应量从1B降至约741M。电子也会发生变化:云变成SANC。 桑克图姆:2025年以来盈利的20.5亿美元TVL。该团队表示,该储备将阻止投资者投资。
Solana 🧭 Compass
Solana 🧭 Compass
Goldman Sachs holds roughly $90M in spot Solana ETF positions. Cumulative inflows across all US spot Solana ETFs reached $1.7B as of late August, with BSOL claiming ~80%.
中文: 高盛持有约9000万美元的Solana ETF现货交易头寸。截至8月底,美国所有Solana ETF的累计流入额已达到17亿美元,BSOL的累计流入量已达到约80%。
Solana 🧭 Compass
Bitwise BSOL drew an estimated $85M in trading volume on September 18 as solana:So11111111111111111111111111111111111111112 climbed 11% to $112 — its highest since January. The ETF holds $1.145B in AUM and yields 5.35% net. Price move or yield hunting? https://twitter.com/SolanaCompass/status/2101312862564311385/photo/1
Solana 🧭 Compass
Solana 🧭 Compass
What sub-second settlement looks like: funding a foreign subsidiary with a few million in under 300ms, with the balance updating instantly. @SimkinStepan, September 18 — the same day Solana activated 250ms slot times.
中文: 次级和解看起来像是:为一家外资子公司提供300万以下资金,并立即更新余额。@SimkinStepan,9月18日——当天,索拉纳激活了250毫秒的时长。
Solana 🧭 Compass
NEW: @SimkinStepan says Altitude by Squads Protocol now processes $20B in annualized stablecoin volume on Solana — up from $200M at the May raise. From a 2021 hackathon miss to a global fintech competing with the world's largest. What kind of company is sending this volume?
中文: 最新:@SimkinStepan 表示,Altitude 按小队协议计算,索拉纳公司目前处理的年化稳定币交易量为 200 亿美元,高于 5 月份加薪时的 2 亿美元。从2021年的一场黑客马拉松失利,到全球金融科技领域与全球规模最大的企业竞争。什么样的公司正在发送此量?
Solana 🧭 Compass
In that same window, RAY gained 96.5% — Raydium allocates 12% of protocol fees to buy RAY, and its largest single buyback ($640K on Sep 9) came directly from tokenized stock fee revenue.
中文: 在同一窗口期,RAY 上涨了 96.5%—— Raydium 将协议费用的 12% 用于买入 RAY,而其最大的单笔买入额(9 月 9 日为 64 万美元)直接来自代币化股票费用收入。
Solana 🧭 Compass
DATA: @Raydium now routes 90%+ of Solana's tokenized stock and memestock DEX volume — $5B+ total processed. September is Solana's ATH month in onchain activity by a wide margin, per @mert. solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R — Which stock token comes next?
中文: 数据:@Raydium 现将处理索拉纳90%以上的代币化股票和 memestock DEX 交易量——总计 50 亿美元以上。按@mert. solana:4k3Dyjzvp8eMZUBZbjEvwSkkk59S5iCNLY3QrkX6R计算,9月是Solana在链上活动的季度。
Solana 🧭 Compass
Details on the 1:1 $ZETA conversion, Anuma's migration, and the Solana performance case: https://solanacompass.com/news/zetachain-votes-to-shut-down-its-l1-and-bring-zeta-and-anuma-ai-to-solana
中文: 1:1 美元ZETA转换、Anuma迁移及Solana性能案例的详细信息:
Solana 🧭 Compass
.@ZetaChain is voting to shut down its own L1 and migrate $ZETA 1:1 to a Solana SPL token. Vote closes September 20. If it passes: — Full L1 wind-down, conversion at 1:1, supply unchanged — Anuma AI (300K users, 1M+ requests) migrates with it Who migrates to Solana next? https://twitter.com/SolanaCompass/status/2101234344463573138/photo/1
中文: 。@ZetaChain 正在投票决定关闭其自己的 L1,并将 $ZETA 1:1 迁移到 Solana SPL 代币。 投票将于9月20日结束。如果通过: — 全L1降降,1:1转换,供应量保持不变 — Anuma AI(用户 30 万,请求 1M+) 迁移 谁接下来会迁移到索拉纳?
Solana 🧭 Compass
Full coverage of what's shutting down, who needs to act, and the six-day migration window: https://solanacompass.com/news/switchboard-oracle-protocol-shuts-down-giving-solana-defi-six-days-to-migrate
中文: 关于停摆的内容的全覆盖,谁需要采取行动,以及为期六天的迁移窗口:
Solana 🧭 Compass
BREAKING: @switchboardxyz is shutting down. Support ends September 25 — six days away. Affected: Kamino, Jito, MarginFi, Drift. Replacements: @PythNetwork and RedStone. AI, bear market, and the Hyperliquid direct-data model made it untenable. Does Pyth absorb all of it?
中文: 突发新闻:@switchboardxyz 将关闭。支持将于9月25日结束——六天之遥。 受影响:卡米诺、吉托、马金菲、漂移。 替换:@PythNetwork 和 RedStone。 人工智能、熊市以及超流动性直接数据模型使其难以维持。 皮思会吸收所有这些吗?
Solana 🧭 Compass
Solana 🧭 Compass
Agave 4.3 is on Solana mainnet today — and it breaks some integrations. Three things to fix now: (1) Switch HTTP RPC from base58 to base64 for transaction calls — v1 txs reach 4,096 bytes, base58 tops out at 1,683 and now returns an error. (2) Set maxSupportedTransactionVersion:1 on getBlock/getTransaction or v1 transactions won't come back. (3) Upgrade Yellowstone gRPC: client 13.5.1 / proto 12.7.0. @triton_one migration guide has the full checklist. Alpenglow ships inert in 4.3 — feature gate expected in 4.4.
中文: Agave 4.3 今天就在 Solana 主网上,它打破了一些集成。现在需要解决的三件事:(1) 将 HTTP RPC 从 base58 切换到 base64,用于交易调用——v1 tx 达到 4,096 字节,base58 的 顶部为 1683,现在返回一个错误。(2) 在 getBlock/getTransaction 或 v1 上设置 maxSupportedTransactionVersion:1 不会恢复。(3) 升级黄石 gRPC:客户端 13.5.1 / 原版 12.7.0。@triton_one 迁移指南已列出完整清单。阿尔彭格洛号船在4.3号——预计为4.4号的“特色门”。
Solana 🧭 Compass
中文: 上市如何运作以及赛弗朋克技术正在建设的内容:
Solana 🧭 Compass
Cypherpunk Technologies — a privacy-tech company building a Zcash digital asset treasury — just listed on Solana as solana:CYPHuMmCL1GxJWa2tsPhLKykC7GrHJTCHwbXD4g5uawK via @BackpackOnchain Securities. Redeemable 1:1 for real shares. Tradeable 24/7 on @Raydium.
中文: Cypherpunk Technologies——一家通过@BackpackOnchain Securities在Solana上建立Zcash数字资产的隐私技术公司——刚刚在Solana上挂牌。可兑换1:1真实股份。可在@Raydium上全天候交易。
Solana 🧭 Compass
中文: 索拉纳指南针的完整分类:
Solana 🧭 Compass
DATA: @xStocksFi crossed $6B in tokenized stock volume on Solana — 54% of all such trading in the network's history. @tokenterminal: Raydium posted ~$2.3B in Q3 alone, up ~40% QoQ. SPYx, CRCLx, TSLAx, NVDAx, QQQx = 64.5% of all-time. What gets added to that top 5 next?
中文: 数据:@xStocksFi在索拉纳的代币化股票交易量中突破了60亿美元,占该网络历史上所有此类交易的54%。 @tokenterminal:仅第三季度,Raydium就发布了约23亿美元的数据,涨幅约为40%。SPYx、CRCLx、TSLAx、NVDAx、QQQx 占历史最高点的64.5%。 接下来的前5名会添加什么?
Solana 🧭 Compass
RT @Solana_SRI: What happens when an innovator previously of HSBC, London Stock Exchange, Euroclear and CLS, discovers @Solana? The Solana Research Institute is born. Learn more about what we've been up to and the key issues we're focused on in the latest House of Sol podcast:
中文: RT @Solana_SRI:当一位此前来自汇丰银行、伦敦证券交易所、Euroclear和CLS的创新者发现@Sorana时,会发生什么? 索拉纳研究所诞生了。 了解更多关于我们所关注的内容以及我们关注的最新《太阳屋》播客内容:
Solana 🧭 Compass
UPDATE: @CoinbaseDev pushed three improvements to the x402 facilitator on Solana — verification latency dropped 220ms to 75ms (66% faster), settlement now auto-retries on unclear confirmations instead of failing, and the 'upto' payment scheme is live. Fewer ghost failures, cheaper AI agent request loops.
中文: 更新:@CoinbaseDev 对索拉纳的 x402 促进器进行了三项改进——验证延迟速度下降了 220 毫秒,降至 75 毫秒(66%),目前结算因确认不明确而未实现,且“无上”付款计划已上线。更少的幽灵故障,更便宜的人工智能代理请求循环。
Solana 🧭 Compass
Solana 🧭 Compass
Full details on how Stockbacks works and what it means for tokenized equity on Solana → https://solanacompass.com/news/sp3nd-launches-stockbacks-stablecoin-shoppers-earn-tokenized-equity-in-amazon-walmart-nvidia-and-more
中文: 关于Stockbacks如何运作以及对Solana代币化股权意味着什么的完整详细信息 →
Solana 🧭 Compass
NEW: @SP3NDdotshop just launched Stockbacks — earn up to 3% back in tokenized equity when you shop with stablecoins. Brands: Amazon, Walmart, Nvidia, Apple, Nike, GameStop. Powered by @xStocksFi. Available on the SP3ND browser extension and Solanamobile Seeker app.
中文: 最新:@SP3NDdotshop 刚刚推出了 Stockbacks——当你使用稳定币购物时,代币化股票收益高达3%。品牌:亚马逊、沃尔玛、英伟达、苹果、耐克、GameStop。由 @xStocksFi 提供支持。可在SP3ND浏览器扩展和Solanamobile Seeker应用程序上使用。
Solana 🧭 Compass
NEW: @peaq machine economy OS is live on Solana. Robots and IoT machines can now activate on Solana, earn a Machine Credit Rating, and monetize spare capacity onchain. Each machine holds a hybrid identity — peaqID and Machine NFT on Solana, subscription bond on the peaq chain.
中文: 最新:@peaq 机器经济版操作系统在索拉纳上线。机器人和物联网设备现在可以激活索拉纳,获得机器信用评级,并实现链上闲置产能的盈利。每台机器都拥有混合型标识——索拉纳的 peaqID 和 Machine NFT,以及 peaq 连锁店的订阅保证金。
Solana 🧭 Compass
Solana 🧭 Compass
An AI research agent flagged a dangerous edge case in SIMD-0376 before it hit mainnet. Under the proposed Ed25519 rules, anyone could sign for the all-zero key — which Solana programs treat as 'no authority.' @hackhackai found 433 Metaplex accounts at risk. Anza confirmed the issue. A fix is ready. No funds were ever at risk.
Solana 🧭 Compass
Full breakdown on the SIMD-0525 activation and the path to 200ms → https://solanacompass.com/news/solana-activates-250ms-slot-time-at-epoch-1037-fourth-step-of-simd-0525
中文: SIMD-0525 激活路径和200ms路径的完整细分 →
Solana 🧭 Compass
BREAKING: Solana slot time dropped to 250ms at epoch 1037 — four of five planned reductions under SIMD-0525 are now complete. 400ms → 350ms → 300ms → 250ms. One more step to 200ms.
Solana 🧭 Compass
中文: 应用程序详细信息以及每首曲目的要求:
Solana 🧭 Compass
Project Harmonia just opened its RFP. Tokenized fund issuers on @solana can apply for distribution through Allfunds' institutional network — €1.9T AUA, 3,300+ asset managers, 66 countries. Two tracks: - Track A: funds already live on Solana - Track B: funds in development No admission fees. Deadline: October 24. Which funds apply first?
Solana 🧭 Compass
中文: 索拉纳指南针的详细信息:
Solana 🧭 Compass
First pre-IPO names on Pyth: Anthropic ($965B) and OpenAI ($852B). Feeds update 24/7 — no market-close halts. Secondary-market signals only, not official securities prices. Pyth already powers >95% of onchain RWA perp volume. Which DeFi app builds on these first?
中文: Pyth 上首个上市前名称:Anthropic(965亿美元)和 OpenAI(8520亿美元)。 全天候更新——无止市仅向二级市场发出信号,而不是官方证券价格。 Pyth 已为 >95% 链上链 RWA perp 体积供电。 哪个DeFi应用程序首先基于这些构建?
Solana 🧭 Compass
Full coverage of what the exemption allows, the five operating conditions, and ecosystem reactions from @BackpackOnchain, @xStocksFi, @Raydium, and @PythNetwork: https://solanacompass.com/news/sec-issues-five-year-innovation-exemption-for-tokenized-nms-stock-to-trade-onchain
中文: 全面覆盖豁免允许内容、五种操作条件以及来自 @BackpackOnchain、@xStocksFi、@Raydium 和 @PythNetwork 的生态系统反应:
Solana 🧭 Compass
BREAKING: @SECGov issued a 5-year Innovation Exemption for tokenized NMS stock to trade onchain. Requirement: smart contracts on a "public, permissionless" ledger. @SolanaInstitute's Kristin Smith: "So @solana qualifies from day one. The private bank chains do not." https://twitter.com/SolanaCompass/status/2100676671162790124/photo/1
中文: 突发事件:@SECGov 发布了为期五年的创新豁免协议,用于代币化的 NMS 股票用于交易 onchain。 要求:智能合约在“公共、无许可”的分类账上。 @SoranaInstitute 的克里斯汀·史密斯:“所以@solana 从第一天起就有资格了。私营银行链不行。
Solana 🧭 Compass
中文: 索拉娜指南针的完整故事:
Solana 🧭 Compass
NEW: $INJ is now a canonical SPL token on Solana, launching via @sunrise (Wormhole's NTT gateway) and trading 24/7 on @Raydium and @MeteoraAG. Raydium named @injective a "day one launch partner" — same playbook that made ZEC one of Solana's top 3 traded assets.
中文: 新推出:$INJ 现已成为索拉纳的标志性 SPL 代币,通过 @sunrise(Wormhole 的 NTT 网关)推出,并在 @Raydium 和 @MeteoraAG 上全天候交易。雷迪姆将@injebive评为“一日首播合作伙伴”,这一游戏手册也使ZEC成为索拉纳交易前三的资产之一。
Solana 🧭 Compass
Full breakdown of the tools, error codes, and setup for Cursor, VS Code, and Codex: https://solanacompass.com/news/solana-explorer-launches-mcp-server-for-ai-agent-access-to-on-chain-data
中文: Cursor、VS Code 和 Codex 的工具、错误代码和设置的完整细分:
Solana 🧭 Compass
The official @solana Explorer just added an MCP server. Any AI agent — Claude Code, Cursor, Windsurf — can now call inspect_entity with any Solana address or transaction signature and get back structured, decoded data. No API key. No custom RPC setup. Add it to Claude Code: claude mcp add --transport http solana-explorer https://explorer.solana.com/mcp There are now two Solana MCPs: this one answers what exists on-chain right now. https://mcp.solana.com/ answers how to build on Solana. Together they give agents a complete picture without RPC credentials. What do you build with this?
中文: 官方的 @solana Explorer 刚刚添加了一台 MCP 服务器。 任何人工智能代理——克劳德·科迪、柯索、温得和——现在都可以调用带有索拉纳地址或交易签名的“检查”,并获取结构化、解码的数据。没有API密钥。无自定义RPC设置。 将其添加到克劳德密码中: claude mcp 添加 -- 传输 现在有两个索拉纳MCP:这个可以回答目前链上存在的东西。 回答如何在索拉纳的基础上继续发展。它们共同为代理提供了完整的画面,无需RPC凭据。 你用这个建造什么?
Solana 🧭 Compass
Full breakdown of both vault mandates and Galaxy's credit framework on Kamino: https://solanacompass.com/news/galaxy-digital-launches-institutional-usdc-and-usdt-vaults-on-kamino-finance
中文: 对Kamino的保险金授权和Galaxy的信用框架进行全面细分:
Solana 🧭 Compass
NEW: @galaxyhq launches two institutional yield vaults on @kamino — the firm's first Solana deployment under Galaxy Curation. $USDC → higher yields, broader collateral $USDT → capital preservation, selective markets Same credit framework as Galaxy's $1.4B loan book. Which vault do you start with?
中文: 最新:@galaxyhq 在 @kamino 上推出两个机构收益率保险库——这是该公司在 Galaxy Curation 下首次部署索拉纳。 美元美元兑美元 → 更高的收益率,更广泛的抵押品 美元 → 资本保全、选择性市场 与Galaxy的14亿美元贷款账簿相同的信用框架。 你从哪个金库开始?
Solana 🧭 Compass
Full breakdown — prediction market growth, Solana's protocol revenue, and how family offices are structuring exposure to both assets: https://solanacompass.com/news/prediction-market-monthly-volume-surged-to-437b-by-june-as-solana-earns-14mmonth
中文: 全面细分——预测市场增长、索拉纳协议收入,以及家族办公室如何构建对这两种资产的风险敞口:
Solana 🧭 Compass
Hyperliquid's HIP-4 outcome markets launched May 2, 2026. Nine weeks in: $331.1M in cumulative notional volume — order-book-based binary contracts on its own chain.
中文: 超流动性HIP-4结果市场于2026年5月2日启动。九周内:累计名义成交量3.311亿美元——基于订单的二元合约,自有链。
Solana 🧭 Compass
DATA: Prediction market monthly volume hit $43.7B in June — nearly 10x the $4.5B from September 2025. Solana earned $1.4M/month in protocol fees (Apr–Jun avg). Family offices have a 'clear fondness' for $SOL. Which asset attracts the next wave of institutional capital? https://twitter.com/SolanaCompass/status/2100582801414447577/photo/1
中文: 数据:6月份预测市场月度成交量达到437亿美元,接近2025年9月的45亿美元的10倍。索拉纳每月获得140万美元的协议费用(4月至6月)。家族办公室对SOL有着“明显的喜爱”。哪项资产会吸引下一波机构资本?
Solana 🧭 Compass
Full breakdown of how equity collateral works across Backpack Securities, and all 17 assets now eligible: https://solanacompass.com/news/backpack-securities-expands-equity-collateral-to-all-17-listed-stocks-and-etfs
中文: 对 Backpack Securities 的股权抵押品运作方式进行全面细分,以及目前符合条件的全部 17 项资产:
Solana 🧭 Compass
.@Backpack expanded equity collateral on Backpack Securities to all 17 listed stocks and ETFs — up from 4 at launch. $SPY $QQQ $NVDA $TSLA $AAPL $META $AMZN $GOOGL $AMD $INTC $MU $SNDK $SPCX + more can now back borrowing, futures, and spot margin.
中文: 。@Backpack 将 Backpack 证券的股权抵押品从上市时的4只扩大至全部17只上市股票和ETF。$SPY $QQQ$NVDA $AAPL $MAPL $AMZN $GOOGL $AMD $INTC $MU $SNDK $SPCX + 更多现在可以支持借贷、期货和现货保证金。
Solana 🧭 Compass
What on-chain reinsurance is, how $ONyc reached $300M AUM, and how the rewards mechanic works: https://solanacompass.com/news/onre-surpasses-300m-aum-as-onyc-compounding-interest-rewards-season-1-opens-september-27
中文: 什么是链式再保险,$ONyc 的实现程度达到 3亿美元,以及奖励机制如何运作:
Solana 🧭 Compass
DATA: @onrefinance, the on-chain reinsurance protocol on @Solana, has surpassed $300M AUM — a new all-time high. $ONyc Compounding Interest Rewards Season 1 opens September 27: positions held 60+ days qualify for interest crates.
Solana 🧭 Compass
How peaqOS works and what Doosan's head of Europe said about putting industrial robots on Solana: https://solanacompass.com/news/doosan-robotics-and-peaq-partner-on-physical-ai-bringing-industrial-cobots
中文: peaqOS 的工作原理以及 Doosan 欧洲负责人关于将工业机器人放在 Solana 上的内容:
Solana 🧭 Compass
NEW: @peaq and Doosan Robotics — a top-5 cobot maker — have partnered on Physical AI on @Solana. The first Doosan robot is now running peaqOS: on-chain identity, machine credit rating, and monetization of idle capacity. What gets built first — robot financing, insurance, or gig markets?
Solana 🧭 Compass
Full breakdown of the Sunrise + Backpack Securities mechanism and what 1:1 redemption means for on-chain equities: https://solanacompass.com/news/forward-industries-tokenized-fwdi-stock-lists-on-sunrise-via-backpack-securities-redeemable-11-for-real-shares
中文: 日出与背包证券机制的完整分类,以及1:1赎回对链上股票的意义:
Solana 🧭 Compass
NEW: @FWDind is now listed on @Solana as a tokenized stock via @sunrise, issued by @Backpack Securities. Holders redeem $FWDI 1:1 for real shares — transferable to a traditional brokerage. Who trades first — crypto-native traders or equity investors?
Solana 🧭 Compass
Full breakdown of Column's same-ledger architecture, payment rails, and who's building on it: https://solanacompass.com/news/column-na-launches-native-stablecoin-rails-with-solana-as-default-chain
中文: 列文站同工同为架构、支付轨道以及谁在其架构上的完整分类:
Solana 🧭 Compass
Column N.A. is a $1.77B federally chartered U.S. bank (FDIC member) and it just launched native $USDC + $USDT stablecoin rails. The API default is network=solana. Not Ethereum. Solana. A developer already using Column for ACH payments changes one parameter to route the same payout over USDC on Solana. Same bank. Same API. One parameter. What financial product gets built on this first?
中文: Column N.A. 是一家拥有17.7亿美元联邦特许的美国银行(FDIC会员),刚刚推出了原有的美元美元兑美元稳定币(USDT)。 API 默认值为 network=solana。不是以太坊。索拉纳。 已使用Column进行ACH支付的开发者会更改一个参数,以在Solana上通过USDC进行相同的赔付。同一家银行。相同的API。一个参数。 哪些金融产品首先会建立在这一基础上?
Solana 🧭 Compass
Full breakdown — 80% collateral weight mechanics, Ellipsis Labs' engineering requirements, and the multicollateral roadmap: https://solanacompass.com/news/phoenix-trade-enables-sol-as-native-collateral-for-perpetual-positions
中文: 全面细分——80% 抵押权权重机制、Ellipsis Labs 的工程要求以及多边协议路线图:
Solana 🧭 Compass
Multicollateral support is next. Any asset with a liquid Solana spot market is a candidate. Jarry Xiao (@jarxiao): "just around the corner."
中文: 多边支持是下一个。任何拥有流动性强的索拉纳现货市场的资产都是其候选。小小杰(@jarxiao):“就在拐角处。
Solana 🧭 Compass
.@PhoenixTrade now accepts SOL as native collateral for perpetuals. Post SOL directly as margin across 80+ markets — no USDC conversion required. https://twitter.com/SolanaCompass/status/2100307739285344403/photo/1
中文: 。@PhoenixTrade 现在接受 SOL 作为永久商品的原生抵押品。直接在80多个市场以利润率为现值,无需USDC换算。
Solana 🧭 Compass
中文: 什么是股票,排行榜如何运作,以及现在哪些股票是实时的:
Solana 🧭 Compass
.@solflare just added 600+ tokenized stocks, bringing its xStocks catalog to 750+. New additions include Nike, Disney, Airbnb, Reddit, Boeing, and Ford. Every stock is eligible for the Stock Up leaderboard: $50,000 USDC split across the top 100 holders over 5 weeks.
中文: @solflare 刚刚新增了600多只代币化股票,使其股票目录达到750多只。 新增的包括耐克、迪士尼、Airbnb、Reddit、波音和福特。 每只股票都符合股票上涨排行榜的资格:在前100名持有者中,在5周内分配5万美元。
Solana 🧭 Compass
中文: 全部五首新曲目,完整奖稿,以及如何提交:
Solana 🧭 Compass
Solana's STOCKLANA hackathon just got five new sponsored tracks. @MeteoraAG, @PythNetwork, @PreStocks, @clawpumptech, and @Tessera_PE joined as sponsors, pushing the prize pool past $121,000. Deadline extended to September 25. What would you build?
中文: 索拉娜的STOCKLANA黑客马拉松刚刚获得了五首新的赞助曲目。 @MeteoraAG、@PythNetwork、@PreStocks、@clawpumptech 和 @Tessera_PE 加入成为赞助商,推动奖金池突破12.1万美元。 截止日期延长至9月25日。你会建造什么?
Solana 🧭 Compass
How the futarchy vote works and what it means for Sanctum's tokenomics: https://solanacompass.com/news/sanctum-opens-72-hour-metadao-vote-to-burn-259-million-cloud-tokens
Solana 🧭 Compass
.@sanctumso just opened a 72-hour MetaDAO futarchy vote on whether to burn 259 million $CLOUD tokens — 25% of the entire supply. If it passes: supply drops from 1B to ~741M tokens, and the ticker changes from CLOUD to SANC. TVL #1 on Solana. Profitable since 2025. Why burn now?
中文: @sanctumso 刚刚开启了一场为期72小时的MetaDAO FUTARChy投票,投票决定是否要烧掉2.59亿美元的CLOUD代币——占全部供应量的25%。 如果通过,供应量将从1B降至约741M,且代码从CLOUD变为SANC。 索拉纳电视台排名第一。自2025年以来盈利。现在为什么要燃烧?
Solana 🧭 Compass
Full timeline, withdrawal steps, and what changes for JupUSD vault holders: https://solanacompass.com/news/jupiter-to-sunset-juiced-loop-in-late-september-fee-magnifier-awaits-open-positions
中文: 完整时间线、提款步骤以及 JupUSD 保险金持有者的变更:
Solana 🧭 Compass
UPDATE: @JupiterExchange is sunsetting the JUICED Loop in late September. Borrow limits drop first, then $JUICED incentives end, then a fee magnifier activates on remaining open positions. If you have an active JUICED loop, you need to close it before the deadline. The JUICED token and JupUSD earn vaults are not affected — only leveraged loop users need to act.
中文: 更新:@JupiterExchange 将于九月下旬为JuICED Loop带来日落。 借款限额先下降,然后$JUICE奖励终止,然后对剩余未持仓的加价器进行激活。 如果你有一个有效的 JUICED 循环,需要在截止日期前关闭它。 JuICED代币和JupUSD的盈利金库不受影响——只有杠杆循环用户需要采取行动。
Solana 🧭 Compass
How StockLaunch's bonding curve mechanics work — and what it means for tokenized equity liquidity on Solana ↓ https://solanacompass.com/news/meteora-opens-token-launches-paired-with-backpack-issued-stocks-via-stocklaunch
Solana 🧭 Compass
NEW: You can now launch a Solana token paired against @BackpackOnchain's tokenized stocks on @MeteoraAG. Fee rewards distribute in the stock itself — hold the token, earn fractional equity. 20 stocks available: AAPL, NVDA, TSLA, AMZN, GOOGL, MSFT, and more. Which pair gets launched first?
中文: 现在您可以在@MeteoraAG上推出与@BackpackOnchain代币化股票配对的Solana代币。 股票本身分配费用奖励——持有代币,赚取小幅股权。 可上市的20只股票:AAPL、NVDA、TSLA、AMZN、GOOGL、MSFT等。 哪对首先推出?
Solana 🧭 Compass
What Arc's launch means for Phantom users and the Solana ecosystem ↓ https://solanacompass.com/news/phantom-joins-circles-arc-blockchain-on-mainnet-launch-day
中文: Arc的发布对Phantom用户和Solana生态系统意味着什么
Solana 🧭 Compass
.@phantom is live on @arc from day one. Arc is Circle's USDC-native L1 — mainnet launched today with BlackRock, Visa, Mastercard, DTCC, and NYSE ICE as founding validators. No native token. Gas in USDC. Sub-500ms finality. What pulls Solana users in — the institutional rails or the USDC-native UX?
Solana 🧭 Compass
Solana 🧭 Compass
Solana's 250ms slot time activation is now pending on mainnet-beta. It goes live at the epoch 1037 boundary — around 05:01 UTC on Friday, September 18. 400ms → 350ms → 300ms → 250ms. One step left to 200ms.
中文: 索拉纳的250ms时段激活现已在主网测试中待定。 它在1037年时段的边界上线——大约在9月18日星期五凌晨5点01分。 400米 → 350米 → 300米 → 250米。一步一步,到200米。
Solana 🧭 Compass
Solana 🧭 Compass
Pyth just launched 6 constant maturity futures indices for energy: WTI, Brent, Henry Hub, Henry LD1, London WTI, and Dutch TTF. These never expire — a synthetic 30-day maturity is maintained continuously, eliminating the monthly contract roll entirely. Commercial access via the Pyth Indices portal. $PYTH
中文: Pyth刚刚推出了6个能源持续到期期指数:WTI、Brent、Henry Hub、Henry LD1、London WTI和Dutch Dutch TTF。这些永远不会过期——连续保持30天的合成期限,完全消除了每月的合同。通过Pyth Indides门户网站进行商业访问。比锡
Solana 🧭 Compass
Solana 🧭 Compass
Solana daily stablecoin active addresses hit 888K in September — up 269% from 333K a year ago. That's nearly 3x the stablecoin user engagement in one year. $USDC $SOL
Solana 🧭 Compass
Solana 🧭 Compass
Meteora August numbers: $5.4B volume (+37.9% MoM) — the largest monthly jump since January and the biggest volume month since February. DLMM fees +56.4% MoM. Revenues grew for the 6th consecutive month. Cycle 1 staking distributed $262K USDC to 3,977 wallets. Cycle 2 is live. $MET
Solana 🧭 Compass
Michael Weisz, co-founder of Yieldstreet ($6B deployed alongside Goldman, Carlyle, KKR and Ares), is joining @KaminoFinance as CEO — bringing institutional finance to Solana's largest lending protocol ($1.4B TVL, $650B cumulative volume). He's opening a 20K sq ft NYC office and plans lending against tokenized RWAs including home equity loans.
中文: Yieldstreet联合创始人迈克尔·韦斯(与高盛、凯雷、KKR和阿雷斯共同投资了6亿美元)将加入@KaminoFinance担任首席执行官,为索拉纳最大的贷款协议带来机构融资(每股1.4亿美元,累计成交量6500亿美元)。他将开设一个占地2万平方英尺的纽约市办事处,并计划对包括房屋净值贷款在内的代币化住房净值贷款进行贷款。
Solana 🧭 Compass
PST's mechanics, growth to #1, and how Bitwise and Coinbase AM are using it: https://solanacompass.com/news/huma-finances-pst-crosses-322m-market-cap-solanas-largest-yield-bearing-asset
中文: PST的机制、增长至第1位,以及Bitwise和Coinbase AM如何使用它:
Solana 🧭 Compass
NEW: Huma Finance's PST just crossed $322M market cap — Solana's #1 yield-bearing asset. solana:59obFNBzyTBGowrkif5uK7ojS58vsuWz3ZCvg6tfZAGw Doubled since April. $14B+ in transaction volume. Zero credit defaults since launch. Bitwise and Coinbase Asset Management are now holders. Who moves in next?
Solana 🧭 Compass
中文: DFDV的CHAD项目与资金战略完整细分:
Solana 🧭 Compass
$DFDV now holds 2,388,923 $SOL — second-largest public company SOL treasury. It just launched a $300M ATM for CHAD preferred stock (13% annual dividend) to buy more. Shares sell only at or above $10 par; proceeds go to SOL. What does the flywheel look like at full scale? https://twitter.com/SolanaCompass/status/2099854001047236617/photo/1
中文: 目前,SDFDV 持有 2388,923 美元,这是第二大上市公司 SOL 国库。 刚刚推出了一款售价3亿美元的ATM机,用于购买更多CHAD优先股(年股息率为13%)。 股票仅以或超过10美元的价格出售;收益将归SOL。 全量幅的飞轮是什么样子的?
Solana 🧭 Compass
Full investigation — named validators, on-chain evidence, and what Jito's CEO and Triton One had to say:
Solana 🧭 Compass
An investigation by Corvus Labs found 39 Solana validators paying Everstake's Blockspace service for private TPU access at $500–$4,000/month. On-chain tracking confirmed ~17M SOL flows through the service. What does pay-to-play block priority mean for stakers? https://twitter.com/SolanaCompass/status/2099783032534364444/photo/1
中文: 一项由Corvus Labs进行的调查发现,39家Solana验证者向Everstake的Blockspace服务支付了每月500至4000美元的私人TPU接入费用。 链上跟踪已确认约17M SOL流经该服务。 付费游戏块优先对投注者意味着什么?
Solana 🧭 Compass
Everything devs and indexers need to know — full migration guide and first V1 tx on-chain:
中文: 开发人员和索引器需要了解的所有内容——完整的迁移指南和首个V1 tx链上指南:
Solana 🧭 Compass
BREAKING: Transaction V1 (SIMD-0385) is live on Solana mainnet at Epoch 1035 (~01:04 UTC today). Max tx size: 1,232 → 4,096 bytes — 3.3× bigger. New in one atomic op: ZK proofs, BLS signatures, large multisigs. Devs: pass maxSupportedTransactionVersion: 1 in RPC calls or V1 txs will fail.
中文: 突发电击:交易V1(SIMD-0385)在今日约01:04(UTC)的Solana主网上实时直播。 最大 tx 大小:1,232 → 4096 字节,体积大 3.3 倍。 一个原子中新增:ZK 验证、BLS 签名、大型多点子。 Devs:通过 maxSupportedTransactionVersion:在 RPC 调用中为 1 个,或 V1 txs 会失败。
Solana 🧭 Compass
Full details on the VIP tier structure and founding partners: https://solanacompass.com/news/frontier-traders-solana-vip-rewards-launch
中文: VIP层级结构及创始合作伙伴的详细信息:
Solana 🧭 Compass
NEW: Frontier Traders launched on Solana — rewards and VIP tiers for every venue you trade. 16 DEXes and wallets including @JupiterExchange, @MeteoraAG, and @Raydium. Trade spot or perps anywhere on Solana and your activity earns rebates. Which do you use most?
中文: 新推出:Frontier Traders 上线 Solana——适用于您交易的每个场所的奖励和VIP等级。16个DEX和钱包,包括@JupiterExchange、@MeteoraAG和@Raydium。在索拉纳的任何地方交易或优惠,您的活动可获得返利。你最常用的是哪个?
Solana 🧭 Compass
中文: 索拉纳稳定币如何向全球投资者开放非洲490亿美元的IPO:
Solana 🧭 Compass
Africa's biggest IPO just opened for stablecoin subscription on Solana. The Dangote Petroleum Refinery — world's largest single-train refinery, valued at $49B — accepts stablecoins via NectarFi at 525 NGN/share. Offer closes October 13.
中文: 非洲最大的首次公开募股刚刚在索拉纳公司开始接受稳定币订阅。丹格特石油炼油厂——全球最大的单列炼油厂,价值490亿美元——通过NectarFi接受稳定币,价格为525 NGN/股。优惠将于10月13日结束。
Solana 🧭 Compass
中文: 金库如何运作,以及5亿美元里程碑对索拉纳代币化股票意味着什么:
Solana 🧭 Compass
NEW: @krakenfx launched yield vaults for $SPYx, QQQx, and NVDAx — deposit tokenized stocks on Solana and earn ~2% APY in the same asset via @kamino lending. Same day, @xStocksFi crossed $500M in 10-day trading volume routed through @Raydium.
中文: 新:@krakenfx 为 $SPYx、QQQx 和 NVDAx 推出了收益率金金——通过 @kamino 贷款在 Sorana 上存入代币化股票,并在同一资产中赚取约2%的 APY。当天,@xStocksFi 的10天交易量突破了@Raydium,交易量超过5亿美元。
Solana 🧭 Compass
How Universal Deposit works and why these two chains extend Jupiter reach: https://solanacompass.com/news/jupiter-universal-deposit-expands-to-robinhood-chain-and-bnb-smart-chain
中文: 通用存款的工作原理以及这两种链条为何延伸至木星:
Solana 🧭 Compass
NEW: @JupiterExchange Universal Deposit adds Robinhood Chain and BNB Smart Chain. Six chains now route to Solana USDC — no manual bridge needed. BNB carries major altcoin liquidity outside Ethereum; Robinhood Chain targets the retail DeFi users Solana competes for.
中文: 新增:@JupiterExchange 通用存款新增 Robinhood 链和 BNB 智能链。 现在有六条链条通往索拉纳USDC,无需手动搭建。BNB在以太坊之外具有重要的山寨币流动性;Robinhood Chain 将目标瞄准了索拉纳竞争的零售 DeFi 用户。
Solana 🧭 Compass
中文: 七天内新增324K持有者的来源:
Solana 🧭 Compass
DATA: Tokenized equity holders on Solana hit 801,439 — a new all-time high. 324,000 new holders added in one week. 88% growth since September 1. $NVDAx (tokenized NVIDIA) is the most-held by wallet count across six platforms. https://twitter.com/SolanaCompass/status/2099496143067791840/photo/1
中文: 数据:索拉纳的代币化股权持有者达到801,439点,创下历史新高。 一周内新增32.4万名新持人,自9月1日以来增长88%。 $NVDAx(代币化的NVIDIA)是六个平台上钱包数量最多的平台。
Solana 🧭 Compass
中文: 全链式分链和索拉纳EURC持有者数据:
Solana 🧭 Compass
DATA: Three chains control 91.5% of the $835M MiCA euro stablecoin market. Ethereum — 69.5% Solana — 14.8% (No. 2) Base — 6.9% Circle's EURC holds 63% of total supply. MiCA built this market from ~€50M in early 2024 by requiring licensed e-money institutions. https://twitter.com/SolanaCompass/status/2099495386725707972/photo/1
Solana 🧭 Compass
中文: 更改内容的完整细分——以及达到60票所需的内容:
Solana 🧭 Compass
UPDATE: Senate CLARITY Act cloture vote is set for September 15. Validators gain statutory safe harbor from money-transmitter rules. Trump agreed to ethics divestiture. 120+ Democratic demands met. Polymarket: 31%, up from 22%. Will the floor math follow? https://twitter.com/SolanaCompass/status/2099493121969287428/photo/1
Solana 🧭 Compass
Full breakdown — what propAMMs are, the execution quality data, and why Solana runs 90% of global activity: https://solanacompass.com/news/propamms-now-handle-up-to-30-of-on-chain-dex-volume-with-solana-accounting-for-90-of-global-activity
中文: 完整细分——什么是propAMM,执行质量数据,以及为何Sorana运行全球90%的活动:
Solana 🧭 Compass
DATA: PropAMMs handle up to 30% of on-chain DEX volume. Solana hosts ~90% of global activity. Closed pools run by trading firms — no public LPs, off-chain pricing, on-chain settlement. On $JUP, 90%+ of SOL-stablecoin flow routes through them. Who sets the price you see? https://twitter.com/SolanaCompass/status/2099422405928341816/photo/1
Solana 🧭 Compass
Full breakdown of the operators, the rails, and the infrastructure stack → https://solanacompass.com/news/solana-foundation-report-stablecoins-cut-remittance-fees-and-reach-13b-unbanked
Solana 🧭 Compass
The Solana Foundation published a research report on what stablecoin rails mean for the $900B remittance market. The gap: a $200 wire costs 6.49% on average and settles in 3–5 days. A stablecoin transfer on Solana: near-instant, fraction of a cent. Three operators already live on mainnet: • Western Union issued USDPT via Anchorage Digital • Zepz launched Sendwave Wallet in 100+ countries • Tala deployed a $50M lending facility via Huma Finance The report's other number: 1.3B adults lack a bank account. Nearly half have a smartphone. The phone is already there. What changes when the account requirement goes away?
中文: 索拉纳基金会发布了一份关于稳定币对9000亿美元汇款市场意味着什么的研究报告。 差距:一根200美元的电线平均价格为6.49%,且在3到5天内结算。 索拉纳的稳定币转账:接近即时,略占一分。 已有三个运营商在主网上运营: • 西联汇款通过安克雷奇数字公司发布了USDPT • Zepz 在100多个国家推出了 Sendwawe 钱包 • 塔拉通过Huma Finance部署了5000万美元的贷款融资服务 报告的另一个数字是:13亿成年人缺乏银行账户。近一半的人拥有智能手机。 手机已经在那里了。当账户要求消失时,有哪些变化?
Solana 🧭 Compass
中文: 最终《澄清法案》文本的完整分类,以及它对索拉纳验证者的意义:
Solana 🧭 Compass
BREAKING: Final CLARITY Act text drops ahead of Tuesday's cloture vote. “Democrats got what they wanted; now they need to take yes for an answer.” — @SenLummis 126 changes. Validators get a civil safe harbor. Trump agreed to ethics rules. 60 votes needed. Who crosses? https://twitter.com/SolanaCompass/status/2099419889312444537/photo/1
中文: 爆料:最终的《澄清法案》文本在周二的投票结果前被删除。 “民主党人得到了他们想要的东西;现在他们需要接受“是”来寻求答案。——@SenLummis 126 个变化。验证者获得了一个民用安全港。特朗普同意了道德准则。 需要60票。谁穿过?
Solana 🧭 Compass
Full details on the CCIP bridge layer and what makes this a canonical listing: https://solanacompass.com/news/chainlinks-link-is-now-a-canonical-asset-on-solana-bridged-from-base-via-ccip
中文: CCIP桥层的详细信息,以及此内容的规范性信息:
Solana 🧭 Compass
NEW: @Chainlink's canonical solana:LinkhB3afbBKb2EQQu7s7umdZceV3wcvAUJhQAfQ23L is live on Solana. @sunrise bridged it from @Base via Chainlink's own CCIP protocol. @Raydium listed it the same day. $3.8M first-day volume, 18,355 traders in 24 hours.
中文: 新:@Chainlink 的 cononical solana:LinkhB3afbBBBBB2EQQ7s7umdZuceV3wcvAUJhQAfQ23L 在 Solana 上直播。 @sunrise 通过 Chainlink 自己的 CCIP 协议从 @Base 实现了这一联系。 @Raydium 当天就挂牌了。首日交易量380万美元,24小时内交易者18355人。
Solana 🧭 Compass
Full breakdown of which apps drove the record and how it compares across chains: https://solanacompass.com/news/solana-apps-hit-7935m-daily-revenue-on-september-12-topping-four-chains-combined
Solana 🧭 Compass
DATA: Solana apps hit $7.935M in protocol revenue on Sept. 12 — the highest of 2026. More than Ethereum, Hyperliquid, BNB Chain, and Robinhood Chain combined. @JupiterExchange, @Raydium, FOMO, and StonkFun led the day. Which part of the stack grows fastest from here? https://twitter.com/SolanaCompass/status/2099221330210197703/photo/1
Solana 🧭 Compass
Full breakdown of Solana's tokenized equity week — $684M ATH, $GRND outpacing Wall Street, and @Raydium clearing 63% of settlement: https://solanacompass.com/news/solana-tokenized-stocks-beat-nyse-and-nasdaq-combined-in-volume-with-63-of-trades-after-market-hours
中文: 索拉纳代币化股票周的全额细分——ATH 6.84亿美元,超过华尔街的GRND,以及@Raydium 清算63%的和解协议:
Solana 🧭 Compass
DATA: Solana tokenized stock supply hit $684M ATH this week. $GRND beat its own prior-day Wall Street volume in 24 hours on Solana, and on-chain equity volume topped NYSE + NASDAQ combined. 63% of trades settle outside market hours. Who builds on 24/7 liquidity first?
中文: 数据:本周,索拉纳代币化股票供应量达到6.84亿美元。在索拉纳,美元GRND在24小时内突破了此前的华尔街交易量,而链上股票交易量超过了纽约证券交易所+纳斯达克的总和。63%的交易在市场时段之外结算。谁先建立全天候流动性?
Solana 🧭 Compass
中文: 为什么这需要尽早使用索拉纳以及如何备份你的钱包:
Solana 🧭 Compass
HeyWallet — the wallet that let you send SOL via tweet, tip on Discord, and mint NFTs from Telegram — is shutting down November 1. @toly: 🐐 If you have assets in HeyWallet, back up your wallet at https://t.co/arzkzLw6P6.
Solana 🧭 Compass
中文: 代币的结构及其对周末交易者的意义:
Solana 🧭 Compass
NEW: GameStop is now on Solana via @xStocksFi — solana:Xsf9mBktVB9BSU5kf4nHxPq5hCBJ2j2ui3ecFGxPRGc — trading 24/7 on DEXs. The meme stock that forced a Wall Street short squeeze in 2021 is now on-chain with no broker and no market hours. 16,230 wallets picked it up on the first day.
Solana 🧭 Compass
中文: 整合如何运作以及卡米诺从中获得什么收益:
Solana 🧭 Compass
DATA: @kamino has crossed $100M in vault deposits from @BinanceWallet users — nine days after the DeFi tab integration launched. That's $100M moving from the world's largest exchange into Solana's on-chain credit markets.
Solana 🧭 Compass
The mechanism, the validator data, and why this matters for the next governance vote: https://solanacompass.com/news/yakovenko-proposes-qos-filter-to-exclude-slot-delaying-validators-from-solana
Solana 🧭 Compass
.@toly wants slot-delaying validators stripped of their governance weight on Solana. Trigger: a Temporal cluster validator with 1.2M SOL staked resumed block manipulation in epoch 1031. Proposal: apply a QoS filter before governance snapshots. Yellowstone Shield already lets any node block them today.
Solana 🧭 Compass
Solana 🧭 Compass
NEW: @Backpack Securities has opened its mint + redeem API to all Solana developers. Any team can now tokenize a security entitlement — or redeem it back — with a single API call. What would you build first?
中文: 最新:@Backpack Securities 已向所有 Sorana 开发者开放其 mint + 兑换 API。 任何团队现在都可以通过一次API调用来标记安全权限,或将其兑换回来。 你先建什么?
Solana 🧭 Compass
中文: 索拉纳指南针的完整详情:
Solana 🧭 Compass
1-800-Flowers ($FLWS) just went on-chain via @Backpack and @sunrise. $22M in first-day volume. +656% from listing. 3,774 on-chain holders. It trades on Nasdaq Mon-Fri. On Solana, it trades 24/7. What brand do you want listed next?
中文: 1-800-Flowers(FLWS)刚刚通过@Backpack和@sunrise进行了连接。 首日成交量为2200万美元,上市后为+656%。链上持有者3774家。 它在周一至周五的纳斯达克交易。在索拉纳上,它全天候交易。 你接下来想列出什么品牌?
Solana 🧭 Compass
中文: 索拉纳指南针的完整分类:
Solana 🧭 Compass
DATA: Solana is back on top in 24h DEX volume. $3.25B (Solana) vs $2.72B (Robinhood Chain) on Sept 12, per DeFiLlama — a $530M lead. Robinhood Chain launched July 1 and briefly led. Its edge came from speculative bursts, not sustained depth. Solana's tokenized stock supply hit a $684M ATH yesterday — structural volume. Which chain lists the next major stock token?
中文: 数据:索拉纳在24小时DEX音量中重新登顶。 9月12日,每名DeFiLlama公司以每名3.5亿美元(索拉纳)兑27.2亿美元(Robinhood Chain)领先。 罗宾汉连锁公司于7月1日推出,并短暂领先。其边缘源于推测性爆发,而不是持续深度。索拉纳的代币化股票供应量昨日达到6.84亿美元,创下结构性成交量。 哪家连锁店列出了下一个主要股票代币?
Solana 🧭 Compass
中文: 功能的完整细分以及背包证券的交易量增长至78亿美元 →
Solana 🧭 Compass
NEW: @Backpack turned its tokenized stock pages into a research terminal. Searchable earnings call transcripts, analyst estimates, and full earnings history — live on all 41 stocks. $7.8B cumulative volume. Who uses this first — active traders or long-term holders?
中文: 新:@Backpack 将其代币化股票页面变成了研究终端。 可搜索的盈利电话记录、分析师预期以及完整的收益历史——全部41只股票都在进行。 累计成交量78亿美元。谁首先使用这个——主动交易者还是长期持有者?
Solana 🧭 Compass
Full story — how to reclaim, the next three gates, and the 3.06M $SOL total: https://solanacompass.com/news/simd-0437-step-2-goes-live-on-solana-mainnet-rent-drops-to-5080-lamports-per-byte
中文: 完整故事——如何回收,接下来的三个门,以及总计306万美元的SOL:
Solana 🧭 Compass
SIMD-0437 Step 2 is live on Solana mainnet. Lamports per byte: 6,333 → 5,080. 612,000 $SOL (~$62.5M) reclaimable — 27% total rent cut so far. Three gates remain before the full 90% reduction. Up to 3.06M $SOL freed in total. What do builders do first with cheaper accounts?
中文: SIMD-0437 步骤2在索拉纳主网上实时使用。每字节的拉姆波特:6333 → 5,080。可回收61.2万澳元(约合6250万美元),迄今总租金削减27%。三个门在完全降低90%之前仍保留。总共可释放多达306万美元。建筑商首先使用更便宜的账户做什么?
Solana 🧭 Compass
Full breakdown of the launch, the Raydium numbers, and what StonkFun's $DKNG pairs could mean for tokenized equity on Solana: https://solanacompass.com/news/draftkings-tokenized-stock-dkng-clears-39m-on-solana-within-3-hours-of-launch
中文: 发布内容的完整细分、Raydium 数据,以及 SonkFun 的 $DKNG 对 Solana 代币化股权可能意味着什么:
Solana 🧭 Compass
DraftKings solana:DKNGQFNGQmoBdXSRGKJ8tTu7uPDasw5JDcfMmWniNfow cleared $39M in 3 hours — 13.5% of its US trading day. 218K+ trades, 44K+ wallets in hr 1 on @Raydium. Issued by @Backpack, listed via @sunrise. 24/7 on-chain while Nasdaq sleeps. More meme pairs or institutional flow — who shows up next?
中文: DraftKings soclana:DKNGQFNGQmOBSRKJ8tTu7uPDasw5JDcfMmWniNfow 在3小时内收盘3900万美元,占其美国交易日的13.5%。 218K+ 交易,44K+ 钱包,在 @Raydium 上 1 上。 由@Backpack发布,通过@sunrise发布。全天24小时,纳斯达克在睡觉时进行。 更多的表情包组合或制度性流动——接下来谁会出现?
Solana 🧭 Compass
中文: 平台做什么和直播内容的完整细分 →
Solana 🧭 Compass
NEW: https://hackathons.solana.com/ just launched — Solana's self-serve hub for the full builder competition flow. First up: Stocklana, $100K in prizes, tokenized-stock theme. A week left on the clock. What are you building? https://twitter.com/SolanaCompass/status/2098691841856258165/photo/1
中文: 最新: 刚刚推出——索拉纳的自助服务中心,用于全面的建筑商竞争流程。 先是:Stocklana,10万美元奖金,代币化股票主题。时钟还剩一周。 你在建什么?
Solana 🧭 Compass
How WEN ends up on-chain, and what StonkFun means for the rest of the tokenized equity roster: https://solanacompass.com/news/wendys-tokenized-stock-goes-live-on-solana-clearing-73m-in-volume-as-stonkfun-opens-wen-paired-markets
中文: WEN 如何实现连锁化,以及 StonkFun 对其他代币化股权投资名单的意义:
Solana 🧭 Compass
NEW: Wendy's Corp stock is live on Solana. $WEN — issued by @Backpack Securities via @sunrise — cleared $7.3M in volume, 108K trades, and 6.7K wallets in its first 3 hours on @Raydium. StonkFun opened WEN as a base pair for meme token launches. Which brand is next?
中文: 新品:温迪公司股票在索拉纳上线。 由@Backpack Securities通过@sunrise发行的WEN在@Raydium上的前3小时内清盘成交730万美元,交易额达10.8万笔,钱包6.7万个。 StonkFun 以 WEn 为 meme 代币发行的基础产品开盘。 下一个是哪个品牌?
Solana 🧭 Compass
中文: 关于执法行动及受影响者的完整报道:
Solana 🧭 Compass
DoubleZero removed unauthorized retransmitters September 9 — RPCs that were reselling its licensed shred feed without paying Solana validators or fiber contributors. @Austin_Federa says leader shreds now beat every competitor by 70%-plus. Who migrates next after Jito's exit?
中文: DoubleZero 于9月9日移除了未经授权的再传输器——这些RPC在未支付Sorana验证器或光纤贡献者的情况下,转售其授权的碎纸源。 @Austin_Federa 表示,如今领先者的领先者以70%以上的领先率击败了每一位竞争对手。 吉托离开后,谁接下来会迁移?
Solana 🧭 Compass
Full breakdown of what the dual CFTC license means for traders and builders: https://solanacompass.com/news/prophetx-and-agg-market-bring-cftc-regulated-sports-prediction-markets-to-solana
中文: 双CFTC许可证对交易者和建筑商的含义的完整细分:
Solana 🧭 Compass
The first CFTC-licensed sports prediction market just landed on Solana. ProphetX holds both a DCM and DCO license — trading and clearing in one house, no third-party clearinghouse. Agg Market brings the full NFL + NBA catalog on-chain. What makes the DCO license so rare? https://twitter.com/SolanaCompass/status/2098411998832947641/photo/1
中文: 首个获得美国商品期货交易委员会(CFTC)许可的体育预测市场刚刚登陆索拉纳。 ProphetX 同时持有 DCM 和 DCO 牌照——在一栋房屋内进行交易和清算,且没有第三方清算所。 Agg Market 将完整的 NFL + NBA 目录收录在链上。 什么使得DCO许可证如此罕见?
Solana 🧭 Compass
Full breakdown of the revenue model, validator requirements, and what a preconfirmation actually guarantees: https://solanacompass.com/news/jito-bam-preconfirmations-go-live-on-solana-covering-34-of-network-stake
中文: 收入模式、验证者要求以及预确认证明的全部规定:
Solana 🧭 Compass
The signal edge: BAM delivers 5–10ms faster reads at p50 vs shred-based signals — the window HFT strategies depend on. Validator adoption grew from 12% stake → 34% through 2026, well ahead of any revenue incentive going live.
中文: 信号边缘:BAM 在 p50 与基于 mrift 的信号相比,提供 5–10ms 的更快读数——窗口 HFT 策略依赖于此。 到2026年,Validator的采用率从12%增长至34%,远早于任何收入激励计划。
Solana 🧭 Compass
Jito BAM preconfirmations are live on Solana mainnet. 383 validators — 34% of staked SOL — now broadcast early transaction signals before block packing. Revenue: 35% to validators, 35% to $JTO DAO, 30% to Helius + Triton One. First distributions: October 2026. https://twitter.com/SolanaCompass/status/2098410991470223678/photo/1
中文: Jito BAM 预确认在 SoLana 主网上实时发布。 383名验证者——占持股SOL的34%——现在在收成前会提前发布交易信号。 收入:向验证者收入35%,向$JTO DAO捐款35%,向Heluius+Triton One收入收入30%。 首批发行:2026年10月。
Solana 🧭 Compass
中文: 索拉纳代币化股权记录的完整细分:
Solana 🧭 Compass
$GRND — tokenized Grindr stock via Backpack — cleared $31M in 24-hour on-chain volume against $16.6M on the NYSE. On-chain equity trades 24/7. The NYSE doesn't.
中文: $GRND——通过背包交易的Grindr代币化股票——在24小时链上交易量中,与纽约证券交易所的1660万美元成交,成交额达3100万美元。链上股权交易为24小时。纽约证券交易所没有。
Solana 🧭 Compass
Solana tokenized equity supply just hit a $684M all-time high — up 47% in three weeks. @xStocksFi crossed $800M AUM with 700+ listed stocks and $35B in cumulative volume. Around $530M of that supply sits on Solana.
中文: 索拉纳代币化股票供应量刚刚达到6.84亿美元的历史高点,三周内上涨了47%。@xStocksFi 的上市股票已超过8亿美元,上市股票超过700只,累计成交量达350亿美元。约5.3亿美元的供应量位于索拉纳。
Solana 🧭 Compass
What changes, what breaks for RPC/indexers/Geyser, and the migration checklist before September 9: https://solanacompass.com/news/solana-transaction-v1-heads-to-mainnet-september-9-format-breaking-changes-and-what-it-unlocks
中文: 9月9日之前,RPC/indexers/Geyser及迁移检查表有哪些变化、哪些突破
Solana 🧭 Compass
Solana Transaction V1 activates on mainnet September 9. Max tx size: 1,232 to 4,096 bytes (3.3x) Single-tx support for: - ZK proofs - BLS aggregate signatures - Confidential transfers - Large multisig Defined by SIMD-0296 + SIMD-0385 from @anza_xyz. Is your RPC stack v1-ready?
中文: Sorana Transaction V1 将于 9 月 9 日在 mainnet 上激活。 最大 tx 大小:1,232 到 4,096 字节(3.3 倍) 支持: - ZK 证明 - BLS 汇总签名 - 保密转移 - 大型多样体 由 @anza_xyz 的 SIMD-0296 + SIMD-0385 定义。 您的RPC栈v1已准备就绪吗?
Solana 🧭 Compass
Full breakdown: how authentication works, what is in the first drop, and what the 92% buyback floor means in practice: https://solanacompass.com/news/beezie-partners-with-the-luxury-closet-to-tokenize-authenticated-birkins-on
中文: 全面细分:身份验证的工作原理、第一滴水的内容,以及92%的回购底池在实践中的含义:
Solana 🧭 Compass
BREAKING: Hermes Birkins are coming on-chain on Solana. @Beezie + The Luxury Closet: each piece is authenticated IRL, vaulted in storage, and tokenized as a digital twin. Trade, hold, or swap back for up to 92% of fair market value. Birkin. Chanel. Rolex. What is first on your list?
中文: 爆料:爱马仕·伯金斯即将在索拉纳上线。 @Beezie + The Luxury Closet:每件作品均经过身份验证,内置存储,并以数字孪生身份进行标记。交易、持有或回换,最高可换取92%的公允市场价值。 伯金。香奈儿。劳力士。你的清单上第一是什么?
Solana 🧭 Compass
中文: 关于索拉纳指南针的完整故事:
Solana 🧭 Compass
CURRENC Capital's parent, Currenc Group, pioneered this in April 2026 via Securitize. Solana now handles 95% of on-chain equity trading. The Mint deal is the first public client since CURRENC Capital launched its advisory service last month.
中文: 库尔伦茨资本的母公司柯伦集团于2026年4月通过证券化公司率先推出这一领域。索拉纳目前负责95%的链上股票交易。该Mint交易是自上个月CURRENC Capital推出其咨询服务以来的首个公开客户。
Solana 🧭 Compass
Mint (NASDAQ: MIMI) signed a deal with CURRENC Capital to tokenize Nasdaq-listed Class A shares on Solana and Ethereum. This is issuer-sponsored tokenization: the company registers real shares onchain, preserving full shareholder rights — no synthetic exposure, no separate trading market.
中文: Mint(纳斯达克股票代码:MIMI)与CURRENC Capital签署协议,将在Solana和以太坊上持有的纳斯达克上市的A类股票代币化。这是发行人赞助的代币化:公司注册实体股,保留股东全部权利——不进行合成风险敞口,无单独交易市场。
Solana 🧭 Compass
Solana 🧭 Compass
UPDATE: SIMD-0437 Step 1 is live on Solana mainnet today. lamports_per_byte falls from 6,960 to 6,333 — the first of five planned cuts targeting a 90% total reduction. Token account rent: ~$0.20 now. After all five steps: ~$0.016.
中文: 更新:SIMD-0437 步骤1 今日在索拉纳主网上实时上线。 lamorts_per_byte 的降价为 6,960 至 6,333 项,是计划削减 90% 的五项计划中的首次。 代币账户租金:现在约0.20美元。完成全部五个步骤后:约0.016美元。
Solana 🧭 Compass
中文: 如何访问保险库、每个泳池的费用以及TVL的上下文 →
Solana 🧭 Compass
NEW: @kamino vaults are live inside @BinanceWallet's DeFi tab. $300K in rewards over 30 days: → RockawayX USDC pool — $150K USDC → Sentora PYUSD pool — $150K PYUSD Min deposit $100. Campaign runs until October 3. Who uses DeFi from inside their exchange wallet?
中文: 最新:@kamino 金库位于 @BinanceWallet 的 DeFi 标签页内。 30天内获得30万美元奖励: → RockawayX USDC 池 — 15 万美元 → 森托拉PYUSD池——15万美元 最低存款100美元。活动将持续到10月3日。 谁从他们的兑换钱包内使用DeFi?
Solana 🧭 Compass
中文: 20个市场如何运作以及机制的全面细分 →
Solana 🧭 Compass
NEW: @arqentrade is live on Solana. 20 perpetual markets for tokens like TROLL, BUTTCOIN, and JOTCHUA — none of which trade on any major derivatives venue. Pool-vs-trader model, no order book. Each market has its own community-funded isolated pool. Traders long or short directly against it; isolated margin means one market blowing up cannot drain the others. Until today, these tokens had no short side. Which market gets funded first?
中文: 最新:@arqentrade 在索拉纳上线。 20个代币永久市场,如TROLL、BUTTCOIN和JOTCHUA——这些市场均不在任何主要衍生品场所进行交易。 池对交易者模式,无订单簿。每个市场都有自己由社区资助的孤立泳池。交易者直接对它进行长期或短期交易;而孤立的利润率意味着一个市场的上涨无法使其它更胜一筹。 直到今天,这些代币还没有短边。 哪个市场首先获得资金支持?
Solana 🧭 Compass
Full context on the keynote and what this shift means for digital asset regulation → https://solanacompass.com/news/sec-chair-atkins-to-deliver-closing-keynote-at-solana-summit-dc-on-september-14
中文: 主题演讲的完整背景以及这一转变对数字资产监管的意义 →
Solana 🧭 Compass
JUST IN: SEC Chair Paul Atkins will deliver the closing keynote at @SolanaInstitute's Summit DC on September 14. One day later, the Senate holds a cloture vote on the CLARITY Act. Atkins expects it to pass.
中文: 就在:美国证券交易委员会主席保罗·阿特金斯将于9月14日在@SolanaInstitute's Summit DC举行闭幕主题演讲。 一天后,参议院对《澄清法案》进行了闭路进行投票。 阿特金斯预计它会通过。
Solana 🧭 Compass
中文: 按垂直方向划分的完整收入细分 →
Solana 🧭 Compass
DATA: Solana apps generated $143.23M in August — 38% of all onchain app revenue globally. More than Hyperliquid ($55.6M), Ethereum ($47.1M), and BNB Chain ($34.7M) combined. Six Solana apps cleared $6M+ each, spanning trading terminals, wallets, DEXs, and token launchpads.
中文: 数据:8月份,Solana应用程序产生了1.4323亿美元的收入,占全球所有链应用收入的38%。 超过 Hyperliquid(5560 万美元)、以太坊(4710 万美元)和 BNB Chain(3470万美元)的总和。 六个Solana应用程序每款已清空600万美元以上,涵盖交易终端、钱包、DEX和代币发布平台。
Solana 🧭 Compass
Full August report — ARR breakdown, 24/7 index expansion, and what it means for oracle adoption: https://solanacompass.com/news/pyth-network-crosses-104m-arr-in-august-its-strongest-commercial-month-on-record
中文: 8月完整报告——ARR 分类、24/7 指数扩展,以及其对 oracle 采用的意义:
Solana 🧭 Compass
DATA: @PythNetwork hit $10.4M ARR in August — its strongest commercial month ever. That's up 39% month-over-month from $7.49M in July. New 24/7 indices for Amazon, Meta, Palantir, Oracle, and Samsung launched the same day. Which equity gets traded on-chain first?
中文: 数据:@PythNetwork 在8月份达到了1040万美元,创下了有史以来最强劲的商业月度。 与7月份的749万美元同比增长了39%。 亚马逊、Meta、Palantir、甲骨文和三星的全新24/7指数于同日发布。 哪些股票先在链上交易?
Solana 🧭 Compass
Full story on Samani's move, Backpack's regulated model, and what the appointment signals: https://solanacompass.com/news/multicoin-capital-co-founder-kyle-samani-joins-backpack-us-board-of-directors
中文: 关于萨马尼的搬家、背包装照的模型以及任命信号的完整内容:
Solana 🧭 Compass
.@KyleSamani, co-founder of Multicoin Capital, just joined the @Backpack US Board of Directors. Backpack US offers regulated TradFi and on-chain token trading from one account — equities, crypto, and DeFi in one place. Samani: 'Huge things are coming soon.'
中文: 。@KyleSamani,Multicoin Capital 的联合创始人,刚刚加入 @Backpack 美国董事会。 Backpack US 提供受监管的 TradFi 和链上代币交易,由股票、加密货币和 DeFi 在一个地方进行。 萨马尼:“大事即将到来。”
Solana 🧭 Compass
Full details on how Universal Deposit works — CCTP routing, fee structure, and supported chains: https://solanacompass.com/news/jupiter-launches-universal-deposit-bringing-any-chain-tokens-to-solana-usdc
中文: 通用存款工作原理的全部详细信息——CCTP路由、费用结构及受支持的链:
Solana 🧭 Compass
.@JupiterExchange just launched Universal Deposit: send any token from Ethereum, Base, Arbitrum, or Sui — it arrives as USDC on Solana. Flat $0.30 fee. No wrapping, no manual bridging. Which chain do you move liquidity from most often?
中文: 。@JupiterExchange 刚刚推出了 Universal Deposit:从以太坊、Base、Arbitrum 或 Sui 发送任何代币——它作为 USDC 在 Sorana 上推出。 固定费用0.30美元。无包装,无手动桥接。 你最常从哪个链条转移流动性?
Solana 🧭 Compass
Full breakdown of SIMD-0385, what the size increase enables, and the mainnet timeline: https://solanacompass.com/news/transaction-v1-activates-on-solana-testnet-at-epoch-1025-tripling-max-transaction-size
中文: SIMD-0385 的完整细分、尺寸增加的功能以及主网时间线:
Solana 🧭 Compass
Transaction V1 just activated on Solana testnet at epoch 1025. Max transaction size: 1,232 → 4,096 bytes. ZK proofs, large multisigs, and confidential transfers — single atomic transaction, no workarounds. Mainnet follows September 9.
中文: 交易V1刚刚在1025年时在索拉纳测试网上启动。 最大事务大小:1232 → 4096 字节。ZK 验证、大型多样体和保密传输——单原子交易,无变通方法。 主网继9月9日之后。
Solana 🧭 Compass
Full breakdown of CLOUD-008 — the burn rationale, what changes for holders, and how the MetaDAO vote works: https://solanacompass.com/news/sanctum-proposes-burning-259m-cloud-tokens-and-renaming-ticker-to-sanc
中文: 完全细分 CLOUD-008—— 燃烧的理由、持有者的哪些变更以及 MetaDAO 投票的工作原理:
Solana 🧭 Compass
Sanctum now holds #1 DeFi TVL on Solana — 18M SOL staked, surpassing Jupiter. On the ticker rename, FP Lee: SANC means anyone who hears about Sanctum can find the token in one search.
Solana 🧭 Compass
NEW: @sanctumso proposes burning all 259M Community Reserve tokens — 25% of total supply. 1B → 741M supply ~50% → ~67% free-float CLOUD → SANC ticker rename Governance via MetaDAO futarchy. solana:CLoUDKc4Ane7HeQcPpE3YHnznRxhMimJ4MyaUqyHFzAu
中文: 新:@sanctumso 提议烧掉全部2.59亿枚社区储备代币——占总供应量的25%。 1B → 7.41亿供应量 ~50% → 约67%自由浮动 云 → SANC 勾选重命名 通过MetaDAO futarchy进行治理。 solana:CLoUDKC4Ane7HeQcPpE3YHnznRzhMimJ4MyaUqyHFzAu
Solana 🧭 Compass
中文: 一只ETF如何成为排名前五的Solana验证者:
Solana 🧭 Compass
DATA: Bitwise's Onchain Solutions is now Solana's 5th largest validator — 9.455M solana:So11111111111111111111111111111111111111112 staked, up from 6th in mid-July. August inflows: 1.27M SOL, its biggest month ever. BSOL — the first US Solana ETF to cross $1B AUM — routes ~96% of holdings through this validator.
中文: 数据:Bitwise的Onchain Solutions现已成为索拉纳第五大验证商——9455M索拉纳:索11111111111111111111111111111111111111111111111111112111,高于7月中旬的第6位。 8月资金流入:127万索尔,这是有史以来最大的一个月。BSOL——美国首只突破10亿美元AUM的Solana ETF——通过该验证器获得约96%的持有量。
Solana 🧭 Compass
Full breakdown: all 9 zone winners, the anti-sniping mechanism, and how proceeds reach Nepal's government fund. https://solanacompass.com/news/solana-sells-nine-logo-zones-for-nepal-flood-relief-raising-166k-in-usdc
中文: 全面细分:9个区域获奖者、反狙击机制,以及所得款项如何惠及尼泊尔政府基金。
Solana 🧭 Compass
The Solana community raised $166,946 in USDC for Nepal flood victims — by auctioning 9 zones on the official @solana PFP. Rollbit paid $50,000 for the center slot. All nine zone winners get their logo on the @solana PFP for a week. 100% goes to Nepal's PM Disaster Relief Fund.
中文: 索拉纳社区通过在官方的@solana PFP上拍卖9个区域,为尼泊尔洪灾灾民筹集了166946美元。 罗比特支付了5万美元用于中心插槽。九位区域冠军在@solana PFP上获得一周的标志。 100% 捐赠给尼泊尔总理救灾基金。
Solana 🧭 Compass
What's driving it: institutional settlement demand, Hyperliquid reserves, and BNY Mellon's institutional mint access: https://solanacompass.com/news/circle-minted-11-billion-in-usdc-on-solana-in-august-pushing-solana-past-10-of-total-supply
中文: 推动其推动的是:机构结算需求、高流动性储备以及纽约梅隆银行的机构造币厂准入:
Solana 🧭 Compass
DATA: Circle minted roughly $11B in USDC on Solana during August. Circulating supply: ~$8B, now more than 10% of all USDC. For context: Solana held ~$3.25B in April. That's 150% growth in four months. Single-day peak: $1B minted. Single-week peak: $1.25B. https://twitter.com/SolanaCompass/status/2095077275121451378/photo/1
中文: 数据:Circle在8月份以USDC的价格在Solana上铸造了约110亿美元。流通供应量:约8亿美元,目前占所有USDC的10%以上。背景:索拉纳在4月份持有约3.25亿美元。四个月内增长了150%。单日峰值:铸币10亿美元。单周最高点:12.5亿美元。
Solana 🧭 Compass
中文: Perp 规范、抵押机制以及跨资产利润率模型解释:
Solana 🧭 Compass
NEW: @armaniferrante's Backpack Exchange launched TradFi equity perps and real stock collateral today. $MU, $SNDK, $SPY, $QQQ as 24/7 perpetual futures. Micron and SanDisk shares as margin for crypto trades. A brokerage won't do that. Neither will a crypto exchange. Backpack does both.
中文: 最新:@aramaniferrante 的背包交易所今日推出了 TradFi 股票权益和真实股票抵押品。$MU、$SNDK、$SPY、$QQQ 作为全天候永续期货。美光和SanDisk股票作为加密货币交易的保证金。一家经纪公司不会这样做。加密货币交易所也不会。背包兼有。
Solana 🧭 Compass
Full breakdown of HeliumOS modules, WOX, and what HIP-150 changes for deployers: https://solanacompass.com/news/helium-launches-heliumos-a-full-carrier-enablement-platform-for-connectivity-businesses
中文: HeliumOS 模块、WOX 的完整分类,以及部署人员对 HIP-150 的哪些更改:
Solana 🧭 Compass
NEW: @helium launched HeliumOS, a carrier-enablement platform for telecoms, MVNOs, and large indoor venues. Subscriber management, billing, SIM provisioning, Wi-Fi offload, all without owning towers. HIP-150 also passed: deployer rewards now align with where coverage is most valued.
中文: 最新:@helium 推出了 HeriumOS,这是一个面向电信、移动运营商和大型室内场所的运营商支持平台。用户管理、计费、SIM卡配置、Wi-Fi卸载,且无需拥有塔。HIP-150 也通过了:部署者奖励现在与覆盖范围最值的地方一致。
Solana 🧭 Compass
Full story on the token structure, issuer, and what same-day HKEX tokenization means for Solana RWA: https://solanacompass.com/news/shein-lists-on-hong-kong-stock-exchange-and-gets-tokenized-on-solana-as-sheinx-the-same-day
中文: 关于代币结构、发行人以及同日香港交易所代币化对索拉纳皇家证券协会(Solana RWA)意味着什么的完整报道:
Solana 🧭 Compass
SHEIN raised ~$1.7B in its Hong Kong IPO on September 1. By midnight, $SHEINx was trading on Solana via @xStocksFi. First HKEX-listed stock tokenized onchain the same day it debuted. Geo-restricted; not available to US persons. Which major exchange lists onchain next?
中文: SHEIN于9月1日在香港首次公开募股中筹集了约17亿美元。到午夜时分,SHEINx 已通过 @xStocksFi 在 Solana 上进行交易。首家在港交所上市的股票在上市当天就在链上进行了代币化。地理限制;美国人员不得使用。接下来哪些主要交易所会列出链上交易?
Solana 🧭 Compass
中文: 索拉纳指南针的完整分类:
Solana 🧭 Compass
UPDATE: A federal judge dismissed all claims against Solana Labs and the Solana Foundation from Burwick Law class-action lawsuit. The memecoins at issue failed the Howey Test common enterprise prong. RICO claims against https://pump.fun/ parent company and founders remain active.
中文: 更新:一名联邦法官驳回了伯威克律师事务所集体诉讼中针对索拉纳实验室和索拉纳基金会的所有指控。争议的memecoins未能通过Howey Test companent prostive propong。RICO 对 母公司及创始人的指控仍然有效。
Solana 🧭 Compass
中文: 关于索拉纳指南针的完整分析:
Solana 🧭 Compass
DATA: ARK Invest and Glassnode scored BTC, ETH, and $SOL on decentralization. Solana is the most centralized: all infra in data centers, no residential nodes. But its Nakamoto coefficient is 19 — higher than BTC or ETH. The report frames this as a deliberate tradeoff for performance.
Solana 🧭 Compass
Solana 🧭 Compass
DATA: With $78k in liquidity, @Raydium's dynamic fee $GPRO pool generated $265k in fees on $8M in volume — in its first hours. GoPro equity is now live on Solana, issued 1:1 by Backpack Securities via the Sunrise gateway. (Data: @0xINFRA) Which stock gets tokenized on Solana next?
中文: 数据:@Raydium 的流动资金(GPRO)在最初几小时内,以800万美元的价格产生了2.65万美元的费用。GoPro 的股权现在在 Sonana 上上线,由 Backpack Securities 通过 Sunrise 网关以 1:1 发行。(数据:@0xINFRA) 下一次在索拉纳上使用代币化的股票?
Solana 🧭 Compass
中文: 索拉纳指南针的完整详细信息:
Solana 🧭 Compass
Market makers on Solana have had to build their own gas management, landing, and fill routing before quoting a single price. @flint_trade_ removes that stack. It is now an approved venue in the Solana Foundation Frontier Traders program — volume routed through Flint qualifies for VIP maker rebates. Jupiter, DFlow, and Titan route taker flow in. Flint handles execution. Does removing infra friction pull more professional liquidity onto Solana DEXs?
中文: 索拉纳的市场制造商不得不自行建立天然气管理、降落和补水路线,然后才报价单一价格。@flint_trade_ 已删除该套餐。它现已成为索拉纳基金会前沿贸易商项目的认证场所——通过弗林特路过的批量路达符合VIP制造商的返利条件。木星、德罗和泰坦路线的引流。弗林特负责执行死刑。消除基础设施摩擦是否会吸引更多专业流动性进入索拉纳指数(DEX)?
Solana 🧭 Compass
Full breakdown of Solana's H1 2026 revenue composition, stablecoin efficiency, and RWA market share: https://solanacompass.com/news/21shares-solanas-h1-2026-network-revenue-fell-87-as-memecoin-fees-collapsed
中文: 索拉纳2026年H1公司收入构成、稳定币效率及RWA市场份额的完整细分:
Solana 🧭 Compass
solana:So11111111111111111111111111111111111111112 generated $141M in network revenue in H1 2026 — down 87% from $1.09B the year before. The drop came almost entirely from memecoins, which drove 95% of H1 2025 revenue through priority fees and tips. What replaced that: $1.9T in stablecoin transactions settled (22.5% of global volume on ~5% of supply), 97% of onchain spot tokenized equity market share, and 36% of global spot DEX volume. Per 21Shares research published today. What does the revenue mix look like in another year?
中文: 索拉纳:索111111111111111111111111111111111111111111111121在H1 2026年创造了1.41亿美元的网络收入,比前一年的109亿美元下降了87%。这一下降几乎完全来自memecoins,该公司通过优先费用和小费推动了H1 2025年95%的收入。取代这一比例的是:稳定币交易中的1.9万亿美元结算(占全球交易量的22.5%,占供应量的5%),占链式现货代币化股票市场份额的97%,以及全球现货股股本交易量的36%。今日发布的每21股研究。收入组合在另一年会是什么样子?
Solana 🧭 Compass
How pull-oracle pricing works and why market hours matter for commodities: https://solanacompass.com/news/gmtrade-opens-gold-silver-and-wti-crude-oil-perpetuals-on-solana-with-247-trading
中文: 拉杆价格如何运作,以及市场时间为何对大宗商品重要:
Solana 🧭 Compass
Gold at 3am Sunday. WTI on a holiday. @gmtrade_xyz just launched 24/7 commodity perps on Solana — gold, silver, and WTI crude oil — powered by @chainlink Data Streams. Traditional commodity markets close. On-chain does not.
中文: 周日凌晨3点黄金。度假时的WTI。@gmtrade_xyz 刚刚推出了由@chainlink Data Streams驱动的Solana(黄金、白银和WTI原油)全天候商品。传统商品市场关闭。链上没有。
Solana 🧭 Compass
Solana 🧭 Compass
DATA: Solana processed 5.2 billion non-vote transactions in August — more than every other L1 and L2 combined, and its highest monthly total ever. Fee revenue climbed 80% over three months. Daily average: 191 million non-vote transactions. The catalyst: a compute upgrade that raised block capacity 66% in July.
中文: 数据:索拉纳在8月份处理了52亿笔非投票交易,超过其他L1和L2的总和,也是其有史以来最高的月度总数。费用收入在三个月内增长了80%。日均交易:1.91亿笔非投票交易。催化剂:一次计算升级,7月份将区块容量提高了66%。
Solana 🧭 Compass
中文: 有关Solana Compass的LSE-Payward xStocks合作的更多信息:
Solana 🧭 Compass
NEW: The London Stock Exchange and Payward (Kraken's parent) agreed to tokenize the 100 largest UK-listed companies as @xStocksFi xStocks. Live on Kraken within weeks. Planned listing on LSE 24 pending approval. $40B+ in volume, 200K+ holders since June 2025. https://twitter.com/SolanaCompass/status/2094711870989254998/photo/1
中文: 新方面:伦敦证券交易所和Payward(Kraken的母公司)同意将英国100家最大的上市公司代币化为@xStocksFi xStocks。 几周后就在克拉肯生活。计划在LSE 24上上市,待批。 自2025年6月以来,销量超过400亿美元,持有200K以上。
Solana 🧭 Compass
CHAD's dividend mechanics, variable rate terms, and how proceeds may be deployed: https://solanacompass.com/news/defi-development-corp-prices-chad-preferred-stock-at-9-per-share-raising-198m
中文: CHAD的股息机制、可变利率条款以及收益的部署方式:
Solana 🧭 Compass
NEW: @defidevcorp ($DFDV) priced its CHAD preferred stock at $9/share, raising $19.8M. 13% initial rate on $10 stated value → ~14.44% yield at $9. Variable, reviewed monthly. Proceeds may fund $SOL. DFDV holds 2.33M SOL — Solana's largest public treasury. Nasdaq ticker: CHAD.
中文: 最新:@defidevcorp(美元)将其CHAD优先股定价为每股9美元,融资额为1980万美元。 10美元的初始利率为13%,该数值为10美元,收益率约为14.44%,为9美元。变量,每月审核一次。 收益可能用于资助 $SOL。DFDV 拥有 233 万 SOL,是索拉纳最大的公共财政基金。 纳斯达克股票代码:CHAD。
Solana 🧭 Compass
Read more — the return to OS2, the four launch collections, and how OpenSea and Magic Eden ended up on opposite sides of the same market: https://solanacompass.com/news/opensea-restores-solana-nft-trading-after-four-years-adding-mad-lads-and-claynosaurz-to-os2
中文: 了解更多——回归OS2,这四款发布系列,以及OpenSea和Magic Eden最终如何走向同一市场的对立面:
Solana 🧭 Compass
OpenSea brought Solana NFTs back to OS2 on August 31 — four years after closing its 2022 beta. Mad Lads, Claynosaurz, Collector Crypt, and Phygitals are now live across 25+ chains. @dfinzer: "Solana NFTs are now available right alongside its tokens on OpenSea." https://twitter.com/SolanaCompass/status/2094708596521271626/photo/1
中文: OpenSea 于8月31日将Solana NFTs重新引入OS2,此前该公司在结束2022年测试版的四年后。 Mad Lads、Claynosaurz、Collector Crypt 和 Phygitals 现已在 25 多家连锁店共同生活。 @dfinzer:“索拉纳NFT现在与其在OpenSea上的代币同时推出。
Solana 🧭 Compass
What Fomo acquired, why they moved from vendor to ownership at 1.9M users, and what's next: https://solanacompass.com/news/fomo-acquires-mobulas-on-chain-data-technology-for-17m-three-engineers-joining-the-team
Solana 🧭 Compass
Fomo acquired Mobula's on-chain data technology for $17M. Mobula built the security screening already running inside Fomo — token feeds with bundler, sniper, and dev wallet flags baked into every data response. Three engineers, including Mobula's founder, are joining the team. https://twitter.com/SolanaCompass/status/2094524129764659226/photo/1
中文: Fomo以1700万美元收购了Mobula的链上数据技术。莫布拉在Fomo内部建立了安全检查——每个数据响应中都带有捆绑器、狙击手和开发钱包标志的令牌源。包括莫布拉创始人在内的三名工程师正在加入该团队。
Solana 🧭 Compass
On-chain wallet, how the 12% fee split works, and what governance decides next for the accumulated supply: https://solanacompass.com/news/raydium-has-bought-back-over-30-of-rays-circulating-supply-using-protocol
Solana 🧭 Compass
.@Raydium has bought back more than 30% of solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R's circulating supply using swap fees — not new token issuance. 12% of every trading fee routes to open-market RAY purchases. Over $190M accumulated since launch, held publicly on-chain.
Solana 🧭 Compass
How three products drove the spike and what the buyback pace means heading into September: https://solanacompass.com/news/jupiter-exchange-hits-822k-in-single-day-protocol-revenue-highest-in-seven-months
中文: 三种产品如何推动了这一激增,以及回购速度在9月份将走向:
Solana 🧭 Compass
DATA: Jupiter Exchange hit $822K in protocol revenue on August 30 — its highest in seven months. About $411K went directly to buybacks via the Litterbox Trust on solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN. That's 54% above the protocol's recent daily average.
中文: 数据:8月30日,Jupiter Exchange的协议收入达到8.22万美元,创下七个月来的最高水平。约4.11万美元通过Litterbox Trust直接在solana上进行回购:JUPywrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN。这比该协议最近的日均平均值高出54%。
Solana 🧭 Compass
Full details on Solana DeFi access in Grok, geo-restrictions, and how the security model works: https://solanacompass.com/news/moonpay-paybox-launches-in-grok-bringing-solana-swaps-and-kamino-earn-to-x-users
中文: 有关Grok中Solana DeFi访问、地理限制以及安全模式工作原理的全部详细信息:
Solana 🧭 Compass
NEW: @moonpay PayBox is live in Grok — now the third major AI platform to carry it, after Claude and ChatGPT. Grok users can swap $SOL, access @kamino Earn yield, and onramp fiat through conversation. Every transaction needs a passkey before funds move.
中文: 最新:@moonpay PayBox 现已上线,目前是仅次于克劳德和 ChatGPT 的第三个主要人工智能平台。Grok 用户可以通过对话交换 $SOL、访问 @kamino Earn ealy,以及 onramp 法币。每笔交易在资金流动前都需要一个密码。
Solana 🧭 Compass
Solana 🧭 Compass
solana:So11111111111111111111111111111111111111112 closed August up 46% — its first positive month in 10. ETF inflows hit $1.34B cumulative. SGP-0002 doubled the disinflation rate. Slot times dropped to 300ms. All in August. Which catalyst mattered most? https://twitter.com/SolanaCompass/status/2094423218140704942/photo/1
中文: 索拉纳:索11111111111111111111111111111111111111111112于8月收盘上涨46%,为10个月来首次出现利好消息。ETF流入量累计达到13.4亿美元。SGP-0002 使通货紧缩率翻倍。时乐乐乐降至300米。八月份全部。哪种催化剂最重要?
Solana 🧭 Compass
Solana 🧭 Compass
DATA: U.S. spot Solana ETFs posted $153M in net inflows last week — the strongest since launch. Bitwise BSOL crossed $1B AUM for the first time, now holding 9.3M SOL. Peak day: $60.91M on August 27. Nine products, $1.49B in total AUM. Which institution is next? https://twitter.com/SolanaCompass/status/2094422965383577828/photo/1
中文: 数据:上周,美国现货Solana ETFs录得1.53亿美元的净流入,为上市以来最强。Bitwise BSOL 首次突破 10 亿美元,目前持有 930 万只 SOL。高峰日:8月27日为6091万美元。九种产品,总计14.9亿美元。下一步是哪个机构?
Solana 🧭 Compass
中文: 完整分类 — DZ Edge × Kalshi 提供订阅、分层信息以及如何订阅:
Solana 🧭 Compass
"Traditional finance got this concept exactly right: data access is a critical part of market structure. New Finance has been built without this infrastructure." — Austin Federa, DoubleZero co-founder
中文: 传统金融的这一理念完全正确:数据获取是市场结构中的关键部分。新金融公司在没有这种基础设施的情况下建成。——奥斯汀·费德拉,DoubleZero联合创始人
Solana 🧭 Compass
Kalshi won exclusive US Open prediction-market rights from the USTA. @doublezero's L1/L2 Kalshi feeds over dedicated fiber were live since Aug 12 — before the deal went public. Same wire carries Solana shreds and Kalshi sports books. Who uses this first?
中文: 卡尔希从美国网球公开赛(USTA)获得了独家美国公开赛预测市场权利。在交易上市之前,从8月12日起,就一直使用美国公开赛(USTA)的L1/L2卡尔希(L1/L2)专用光纤供电。同样的电线上都含有索拉纳的碎纸和卡尔希的体育书籍。谁先用这个?
Solana 🧭 Compass
Solana 🧭 Compass
.@solflare Perps hit $15M in its first six days. @PhoenixTrade CLOB underneath: 65+ markets, 25x leverage, sub-400ms, non-custodial from a wallet. Solana perps crossed $1T cumulative last week. What type of trader switches over first?
中文: @solflare Perps 在前六天内达到了1500万美元。 @PhoenixTrade 下方:65 个以上市场,25 倍杠杆,低于 400 米,钱包无托管。 索拉纳上周累计突破1万亿美元。 哪种交易员会先切换?
Solana 🧭 Compass
Solana 🧭 Compass
NEW: @NolusProtocol went live on Solana on Aug 28, bringing fixed-rate leverage with no margin calls. On most DeFi platforms you borrow at a variable rate and face liquidation if collateral drops. Nolus locks in your rate at open and removes that risk — the position holds at your terms until you close it. The protocol migrated from Cosmos IBC chains. Osmosis users have until Sept 5 to close positions and switch over. Who uses non-liquidatable, fixed-rate leverage first — DeFi traders or institutions?
中文: 最新:@NolusProtocol 于8月28日上线,推出固定利率杠杆,且无保证金要求。 在大多数DeFi平台上,您以可变利率借款,如果抵押品下跌,将面临清算。诺鲁斯将你的利率锁定在空位状态,并消除这种风险——该职位按你的条件维持,直到你完成。 该协议从宇宙IBC链迁移而来。Osmosis 用户必须在 9 月 5 日前关闭位置并更换。 谁首先使用不可清算的固定利率杠杆——DeFi交易员或机构?
Solana 🧭 Compass
Waimea Valley, Oahu — an 1,800-acre conservation area where carriers never built — now has mobile coverage. A two-person @helium team put up 14 access points in ~3 months. 1,206 devices/day connected. What kind of location gets Helium coverage next? https://twitter.com/SolanaCompass/status/2094148907010011163/photo/1
中文: 瓦伊梅亚谷(瓦伊胡)——一个占地1800英亩、从未建成航母的保护区——如今已拥有移动覆盖。 一个双人@helium团队在大约3个月内搭建了14个接入点。 每天连接1,206台设备。 接下来将获得什么类型的Heluin覆盖?
Solana 🧭 Compass
The first public accounting of CARDS's year on-chain — and why the $1.1B DEX volume and $1.6B marketplace volume are two different numbers: https://solanacompass.com/news/cards-token-marks-one-year-with-225m-token-burn-and-11b-in-raydium-dex-volume
中文: 首次公开记录CARDS的连锁年度数据——以及为何11亿美元的DEX交易量和16亿美元的市场交易量是两个不同的数字:
Solana 🧭 Compass
On its one-year anniversary, @Collector_Crypt burned 22.5M solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp — 5.4% of supply — from protocol revenue. @Raydium confirmed: $1.1B in cumulative DEX volume for CARDS since launch. Pokémon 30th Anniversary expansion in September.
中文: 在其成立一周年时,@Collector_Crypt 将 2250 万 solana:CARDSccUMFKoPRZxt5ksUbxEFcnZ3H2pd3dKxYjp 的供应量从协议收入中烧毁。 @Raydium 确认:自上市以来,CARDS 累计发行量为 11 亿美元。 宝可梦30周年纪念活动将于九月展开。
Solana 🧭 Compass
"London is where modern capital markets were invented. The opportunity now is to build markets that are global from day one, operate around the clock and can be accessed by anyone with an internet connection." — Lily Liu, Solana Foundation President
中文: 伦敦是现代资本市场被发明的地方。现在的机遇是建立全球性市场,从第一天起就全天候运营,任何拥有互联网连接的人都可以访问。 — 莉莉·刘,索拉纳基金会总裁
Solana 🧭 Compass
JUST IN: @solana names the first speaker wave for Breakpoint 2026 London. Headliners: MoneyGram CEO Anthony Soohoo, Balaji Srinivasan, and Raoul Pal. November 15–17 at Olympia London — the first Breakpoint ever held in the UK. https://twitter.com/SolanaCompass/status/2093788280999625161/photo/1
Solana 🧭 Compass
Solana upgrade dates from @anza_xyz: Sept 9 — Transaction V1 mainnet (up to 1644-byte txs) This week — Rent step 1 (6960 → 5568 lamports/byte) October — Alpenglow consensus (150ms finality target) Slot time already dropping past 300ms. Which upgrade matters most to you?
中文: 索拉纳升级日期来自 @anza_xyz: 9月9日 — 事务V1主网(最多1644字节) 本周——第1步租金(6960 → 5568 盏插槽/字节) 10月——阿尔彭格洛共识(150ms最终目标) 时分时间已超过300米。 哪种升级对你最重要?
Solana 🧭 Compass
What SIMD-0607 changes, why floating-point creates a consensus risk, and how integer math fixes it: https://solanacompass.com/news/simd-0607-must-merge-before-solanas-disinflation-rate-can-activate-anza-says
中文: SIMD-0607 的变化、浮点数产生共识风险的原因,以及整形数学如何修复它:
Solana 🧭 Compass
SGP-0002 passed at 67%. Solana's disinflation rate has not changed. @anza_xyz explained what still needs to happen: one more SIMD must merge before the feature gate can be scheduled. It comes down to floating-point arithmetic and consensus safety.
中文: SGP-0002 的利率为 67%。索拉纳的通货紧缩率没有改变。@anza_xyz 解释了仍需发生的事情:在功能门之前,必须再合并一次SIMD。取决于浮点运算和共识安全性。
Solana 🧭 Compass
Full details on the regulatory structure, how xStocks work, and what self-custody access changes for on-chain equity holders: https://solanacompass.com/news/xstocks-arrives-in-kraken-wallet-with-700-tokenized-stocks-and-etfs-for-247-on-chain-trading
中文: 有关监管结构、xStocks 的工作方式以及链上股权持有人的自托管访问权限变更的详细信息:
Solana 🧭 Compass
NEW: 700+ tokenized U.S. stocks and ETFs are now live in Kraken Wallet via @xStocksFi — 24/7 on-chain equity trading for eligible global users on Solana. Each xStock is an SPL token backed 1:1, tradeable in DeFi. Which would you put to work first?
中文: 最新:通过@xStocksFi,700多只美国代币化股票和ETF在Kraken钱包中实时上线——Solana上为符合条件的全球用户提供全天候的在线股票交易服务。每个xStock都是支持1:1的SPL代币,可在DeFi中进行交易。你会把哪个放在第一位?
Solana 🧭 Compass
Full breakdown on where preprocessedSubscribe fits in Solana's transaction lifecycle and why the gRPC-free path matters: https://solanacompass.com/news/helius-launches-preprocessedsubscribe-stream-pre-execution-solana-transactions
中文: 关于Solana交易生命周期中预处理订阅的契合位置以及无gRPC路径为何重要的完整细分:
Solana 🧭 Compass
NEW: @Helius launched preprocessedSubscribe in public beta — a WebSocket that streams decoded Solana transactions before they hit processed commitment. No gRPC. No deshredding. 0.1 credits per message on all paid plans. What would you build first?
中文: 新版:@Helius 在公开测试版中推出了预处理订阅——一款 WebSocket,可在 Solana 交易达到处理承诺之前进行解码。无 gRPC。无脱水。每条消息中所有付费套餐的0.1学分。你先建什么?
Solana 🧭 Compass
中文: ARK八月份四次收购的完整分类及治理背景:
Solana 🧭 Compass
.@ARKInvest bought 9,755 units of @3iQ_corp's SOLQ.U on August 28 — the month's largest single-day solana:So11111111111111111111111111111111111111112 ETF buy. Split: 5,841 to ARKW, 3,914 to ARKF. 67% more units than August 21. The purchase came one day after Solana's SGP-0002 governance vote passed.
Solana 🧭 Compass
Full story on the meeting, Serbia's tokenization plans, and Solana's RWA push in Europe: https://solanacompass.com/news/serbias-finance-minister-meets-solana-foundation-to-discuss-belgrade-stock-exchange-tokenization
中文: 关于会议、塞尔维亚的代币化计划以及索拉纳在欧洲的RWA推广内容的完整报道:
Solana 🧭 Compass
Finance Minister Mali: "Our goal is for Serbia to be where innovative financial projects start, then grow toward Europe and the world."
中文: 财政部长马里表示:“我们的目标是让塞尔维亚成为创新金融项目的起点,然后向欧洲和世界发展。”
Solana 🧭 Compass
JUST IN: Serbia's Finance Minister met @SolanaFndn and @SolanaInstitute in Belgrade to discuss tokenizing the Belgrade Stock Exchange and reforming Serbia's Digital Assets Law. No MOU — but it's government-level, on the record. Which European market moves first? https://twitter.com/SolanaCompass/status/2093622437586038820/photo/1
中文: 塞尔维亚财政部长在贝尔格莱德会见了@SolanaFundn和@SolanaInstitute,讨论将贝尔格莱德证券交易所代币化以及改革塞尔维亚数字资产法。 没有谅解备忘录——但这是政府层面的记录。 哪个欧洲市场首先会波动?
Solana 🧭 Compass
How 500 validator calls, a Kraken flip, and JitoSOL stakers decided Solana's first governance vote: https://solanacompass.com/news/sgp-0002-passes-solana
中文: 500名验证者电话、一次“Kraken”转会以及JitoSOL的发起人决定了Solana的首场治理投票:
Solana 🧭 Compass
BREAKING: Solana's first binding governance vote just passed. SGP-0002: 67.001%. Bar: 66.667%. Margin: 0.334 pts. With 70 min left, it was losing by 58M $SOL. @mert made 500+ calls. Kraken reversed. JitoSOL overrode validators. SGP-0001 passed (86%). SGP-0003 failed (53.9%). https://twitter.com/SolanaCompass/status/2093430170883674231/photo/1
中文: 突破:索拉纳的首张具有约束力的治理投票刚刚通过。 SGP-0002:67.01%。酒吧:66.667%。保证金:0.334 分 还剩70分钟时,损失了5800万美元。@mert 拨打了500多个电话。克拉肯逆转了。JitoSOL 超过了验证器。 SGP-0001 以86% 获得通过。SGP-0003 失败(53.9%)。
Solana 🧭 Compass
Breakdown of BSOL's $1B milestone, Goldman's rebuild, and the 10-day record inflow stretch: https://solanacompass.com/news/bitwise-bsol-crosses-1-billion-in-aum-goldman-sachs-top-institutional-holder-at-881m
中文: BSOL 10亿美元里程碑、高盛重建以及10天创纪录流入量的细分:
Solana 🧭 Compass
Eric Balchunas, Bloomberg ETF analyst, on the Solana ETF category: '$1.7B in cumulative flows with really no outflow stretch despite coming off a nightmare downturn.'
中文: 彭博ETF分析师埃里克·巴尔彻纳斯,关于索拉纳ETF类别: 累计资金流动达17亿美元,尽管经历了一场噩梦般的低迷,但资金流量实际上仍无资金流入。
Solana 🧭 Compass
.@Bitwise BSOL is the first US Solana ETF to cross $1B in AUM. 9.3M $SOL in trust, 96% staked at 5.8% net. Goldman Sachs rebuilt to $88.1M after exiting the category entirely in Q1. $138M in inflows over 10 days — no outflow stretch through the downturn.
中文: 。@Bitwise BSOL 是首只在 AUM 中突破 10 亿美元的美国 Solana ETF。 930万美元(SOL)信托,96%持有净资产5.8%。 高盛在第一季度完全退出该类别后,重建为8810万美元。 10天内流入1.38亿美元,而经济低迷期间没有流出。
Solana 🧭 Compass
Full breakdown: the 5-step SIMD-0437 schedule, why Anza is pacing each gate, and what 10x cheaper token accounts mean for app developers on Solana. https://solanacompass.com/news/anza-activates-simd-0437-step-1-on-testnet-beginning-phased-90-cut-to-solana
中文: 完整细分:5 步 SIMD-0437 计划,安扎为何在每个门口都步调,以及索拉纳上应用开发者的 10 倍便宜代币账户意味着什么。
Solana 🧭 Compass
.@anza_xyz activated Step 1 of SIMD-0437 on testnet — the first of 5 feature gates in a phased 90% cut to Solana token account rent. End state: ~$0.16 → ~$0.016 per account. What do you build first when on-chain token creation gets 10x cheaper? 🧵
中文: @anza_xyz 在测试网上启用了 SIMD-0437 的 Step 1——这是分阶段将 Solana 代币账户租金削减 90% 的 5 个功能门中的第一个。结束状态:每账户约0.16美元 → 约0.016美元。当链上代币创建成本降低10倍时,你首先会创建什么?🧵
Solana 🧭 Compass
Full breakdown of Kraken's no vote, the math that dropped SGP-0002 below threshold, and what happens next: https://solanacompass.com/news/kraken-votes-no-on-both-supply-proposals-pushing-sgp-0002-below-the-threshold
中文: 克拉肯无票的完整细分、SGP-0002低于门槛的数学计算,以及接下来会发生什么:
Solana 🧭 Compass
UPDATE: Kraken voted NO on both $SOL supply proposals, dropping SGP-0002 below the 66.67% bar it held all week. Epoch 1024 closes in ~3 hours. Can any validator flip it in time—and what happens if Solana's first binding governance vote fails on both counts? ⬇️ https://twitter.com/SolanaCompass/status/2093336807052378562/photo/1
中文: 更新:克拉肯对两项 $SOL 供应提案均投了反对票,将SGP-0002降至其本周持有的66.67%以下。大纪元1024号在3小时内关闭。任何验证者能否及时推翻它——如果索拉纳在两项指控上的首次具有约束力的治理投票失败,会发生什么情况?⬇️
Solana 🧭 Compass
Full breakdown on how Sanctum reached #1 TVL on Solana — 18M SOL staked, Jupiter overtaken, and what comes next for liquid staking: https://solanacompass.com/news/sanctum-claims-1-tvl-on-solana-with-18-million-sol-staked-surpassing-jupiter
中文: 关于Sanctum在Solana上如何达到第一TVL的完整分析——18M SOL被锁定,木星被超越,接下来的排名将如何进行:
Solana 🧭 Compass
Sanctum (@sanctumso) is now #1 TVL on Solana — ~18M SOL staked (~$1.9B), overtaking Jupiter. Its stated mission: grow the liquid staking pie. It just did.
中文: 桑克图姆(@sanctumso)现在在索拉纳电视台排名第一——索拉纳的索尔(约18米)被击倒(约合19亿美元),超过了木星。其使命:种植液压馅饼。只是它确实如此。
Solana 🧭 Compass
What 300ms means for DEX performance, MEV timing windows, and the roadmap to 200ms: https://solanacompass.com/news/solana-activates-300ms-slot-time-at-epoch-1024-second-step-of-simd-0525
中文: 300ms 对 DEX 性能、MEV 计时窗口以及200ms的路线图意味着什么:
Solana 🧭 Compass
.@anza_xyz confirms: 300ms slot times activate today at epoch 1024 — step 2 of 5 on the SIMD-0525 roadmap. Path: 400ms → 350ms → 300ms → 250ms → 200ms. Solana has cut its slot time twice in one week.
中文: .@anza_xyz 确认:今天将启用300ms的时段,时间为1024年——在SIMD-0525路线图中启用5个步骤。路径:400米 → 350米 → 300米 → 250米 → 200米。索拉纳在一周内减少了两次其时段。
Solana 🧭 Compass
中文: SIMD-0437 的工作原理、五步路线图以及 mainnet 的跟进时间:
Solana 🧭 Compass
BREAKING: Solana deploys its first onchain storage cost reduction to testnet under SIMD-0437. The rent-exempt deposit for a standard token account falls from ~$0.16 to ~$0.016 — a 90% cut. Step 1 of 5. The full plan targets the same reduction on mainnet. https://twitter.com/SolanaCompass/status/2093261310670872923/photo/1
中文: 突破:Solana 将首个链上存储成本降低部署到 SIMD-0437 测试网中。标准代币账户的免租金存款价格从0.16美元降至约0.016美元,降幅为90%。步骤1(5)。完整计划针对主流内容进行同样的削减。
Solana 🧭 Compass
How the Kamino integration into PayBox works, and what it means for on-chain DeFi via AI: https://solanacompass.com/news/moonpay-adds-kamino-finance-to-paybox-bringing-solana-lending-and-yield-to-claude-and-chatgpt
中文: Kamino 与 PayBox 的集成如何运作,以及它通过人工智能对链上DeFi意味着什么:
Solana 🧭 Compass
NEW: @kamino lending is now accessible from Claude and ChatGPT, via @MoonPay PayBox. Supply, borrow, or earn yield on Solana — every transaction prepared in-chat and approved by you. Kamino holds $1.3B in TVL. Who uses this first?
中文: 最新:@kamino 贷款现已可通过 @MoonPay PayBox 向 Claude 和 ChatGPT 发送。索拉纳的供货、借贷或赚取收益——每笔交易都在您通过聊天准备并获得批准。卡米诺持有13亿美元的TVL。谁先用这个?
Solana 🧭 Compass
Full vote tallies, what each proposal changes, and what comes next at epoch 1024: https://solanacompass.com/news/solanas-first-binding-governance-vote-closes-supply-cut-passes-fee-burn-plan-falls-short
中文: 完整投票记录、每项提案的变更,以及1024年的下一步:
Solana 🧭 Compass
UPDATE: Solana's first binding on-chain governance vote closes today. SGP-0001 — cutting new $SOL issuance faster — is passing with a wide YES margin. SGP-0003 — which would burn ~$800K in fees daily — is falling short of the two-thirds threshold it needs. Validators voted to slow supply growth, but not yet to route fees back to token holders. What changes the calculus on SGP-0003?
Solana 🧭 Compass
Full details on the rollout and what Schwab's 39.9M client base means for SOL access: https://solanacompass.com/news/charles-schwab-to-offer-spot-sol-avax-and-link-through-schwab-crypto
中文: 有关推广的详细信息,以及施瓦布39.9万客户群对SOL访问的意义:
Solana 🧭 Compass
NEW: @CharlesSchwab is adding spot $SOL to Schwab Crypto — its first expansion beyond Bitcoin and Ethereum. 39.9M brokerage clients will be able to buy and sell SOL, AVAX, and LINK in their existing accounts. Fee: 0.75% per trade. E*TRADE added spot SOL in July. Schwab follows.
中文: 新增:@CharlesSchwab 正在将现货 $SOL 添加到 Schwab Crypto 中——这是其首次超越比特币和以太坊的扩展平台。399万家经纪客户将能够在现有账户中买卖SOL、AVAX和LINK。费用:每笔交易0.75%。E*TRADE在7月份增加了SOL。施瓦布紧随其后。
Solana 🧭 Compass
中文: 关于索拉纳预测市场如何进入股票市场的完整故事:
Solana 🧭 Compass
SpaceX's June IPO priced at $135, ran to $225, crashed to $104 in 60 days. That swing is exactly what 5-minute binary markets are built for. @JupiterExchange just added solana:SPCXxcqXj6e5dJDVNovHN8744zkbhM2bYudU45BimGb as the first stock in Jupiter Predict's degen market — Up or Down, settle in minutes. Which stock should they add next?
中文: SpaceX6月份的首次公开募股(IPO)价格为135美元,原价为225美元,在60天内暴跌至104美元。这种波动正是5分钟二元市场所为所为。@JupiterExchange 刚刚新增了 soclana:SPCXxcqXj5dJDVNovHN8744zhM2bYudU45BimGb,成为木星预测公司(Jupiter Predict)下行市场的首只股票——在几分钟内就稳定下来。下一步应该增加哪只股票?
Solana 🧭 Compass
中文: 关于该基础设施为零售商解锁的内容的详细信息:
Solana 🧭 Compass
NEW: @doublezero opens the Green Candle Cup — $50,000 in prizes, zero entry fee, trading Sept 1–8 on Solana. Every entrant gets free Triton One ShredStream (raw block data before the block assembles) over DoubleZero fiber, plus @PhoenixTrade's CLOB. @Austin_Federa: Who wants to win $50,000?
Solana 🧭 Compass
How the Currenc x Securitize model works — and what it means for Solana equity tokenization: https://solanacompass.com/news/currenc-and-securitize-partner-to-help-listed-companies-tokenize-their-shares-on-solana-and-ethereum
中文: Currenc x Securitize 模型的工作原理,以及它对 Sorana 股权代币化的意义:
Solana 🧭 Compass
NEW: Currenc, one of the first Nasdaq companies to tokenize its shares on Solana, is now partnering with Securitize ($5B AUM, BlackRock/Apollo/KKR) to help other listed companies do the same. CURRENC Capital provides the issuer playbook. Which listed company goes next? https://twitter.com/SolanaCompass/status/2092610772367216778/photo/1
中文: 最新:Currenc是首批在Solana上代币发行股票的纳斯达克公司之一,目前正与Securitise(5亿澳元,贝莱德/阿波罗/KKR)合作,帮助其他上市公司实现同样的合作关系。CURRENC资本为发行人提供了游戏手册。下一届是哪家上市公司?
Solana 🧭 Compass
中文: 关于索拉纳状态如何追踪以及DFDV为何建造它的完整故事:
Solana 🧭 Compass
NEW: DeFi Development Corp., the first US Nasdaq company with a Solana treasury strategy, just launched https://stateofsol.com/ — a free public dashboard for Solana network data. Staking yields, slot times, Nakamoto coefficient, TPS, top yield opportunities. What do you check first?
中文: 新推出:美国首家采用索拉纳国库战略的纳斯达克公司DeFi Development Corp.刚刚推出了
Solana 🧭 Compass
Full breakdown on July's numbers — and what SIMD-0286 means for the network's throughput ceiling: https://solanacompass.com/news/solana-july-2026-monthly-transaction-record-42b-non-vote-txns-up-91-since-december
Solana 🧭 Compass
DATA: @solana processed 4.2B non-vote txns in July 2026 — a monthly record. Up 13.5% from June and 91% above December 2025. Average TPS: 1,584. SIMD-0286 activated July 29, lifting block compute by 66%. Its full impact shows up in August's solana:So11111111111111111111111111111111111111112 figures.
Solana 🧭 Compass
Full breakdown — the burn math Yakovenko cited and what validators are actually approving: https://solanacompass.com/news/solana-co-founder-yakovenko-backs-sgp-0003-fee-vote-calling-first-stage-rate
Solana 🧭 Compass
One catch: the ballot authorizes the full schedule — 1/10 then 1/4 then 1/2 lamports per CU. At the terminal rate, projected burns reach 7,500–9,000 SOL/day. Validators are approving the whole arc. Vote closes ~epoch 1024, around Aug 28–29.
Solana 🧭 Compass
.@toly just endorsed @solana's SGP-0003, calling the first-stage rate a 'no brainer yes vote.' His math: 1 lamport/10 CU projects 1,500–1,800 solana:So11111111111111111111111111111111111111112/day burned — near the network's current ~648 SOL/day. Same order of magnitude.
Solana 🧭 Compass
Solana 🧭 Compass
NEW: Phoenix Trade now lists ~29 equity perp markets on Solana after adding 7: Netflix, CrowdStrike, Eli Lilly, Cloudflare, Moderna, Marvell, and Iris Energy. All at 10x leverage — these are derivatives on stock prices, not tokenized shares. Which one do traders go to first? https://twitter.com/SolanaCompass/status/2092547606937559092/photo/1
Solana 🧭 Compass
Full breakdown — what drove the spike, which venues routed it, and where the largest Solana memecoins stand: https://solanacompass.com/news/solana-memecoin-spot-volume-hits-52b-in-a-week-the-highest-reading-since-november-2025
Solana 🧭 Compass
DATA: Solana memecoins hit $5.2B in weekly spot volume for the week ending Aug 26 — the highest reading since November 2025. The @solana account called it: "chat, are we back." $SOL above $100. $BONK, $WIF, $POPCAT leading the move. Which memecoin do you buy first? https://twitter.com/SolanaCompass/status/2092547104040464693/photo/1
Solana 🧭 Compass
Full breakdown of Jupiter, Pacifica, and Drift — and how Solana stacks up globally: https://solanacompass.com/news/solana-perp-platforms-cross-108-trillion-in-cumulative-volume-second-globally
Solana 🧭 Compass
DATA: Solana perp platforms have crossed $1.08T in cumulative notional volume — second globally behind Hyperliquid. $JUP Perps holds ~80% of that. Pacifica and Drift account for most of the rest. What pulls more traders on-chain? https://twitter.com/SolanaCompass/status/2092345523907056107/photo/1
Solana 🧭 Compass
What changes at epoch 1024 and what it takes to unlock 250ms and 200ms: https://solanacompass.com/news/solanas-300ms-slot-time-feature-gate-queued-for-epoch-1024
Solana 🧭 Compass
$SOL is getting faster, again. @bw_solana confirmed the 300ms slot time feature gate is now pending on mainnet — epoch 1024, ~Aug 28. Step 2 of SIMD-0525's four-step roadmap. 350ms landed Aug 21. Two more cuts — to 250ms and 200ms — follow if skip rates hold.
Solana 🧭 Compass
Full breakdown of the x402 flip and what's driving Solana's AI agent payment lead: https://solanacompass.com/news/solana-flips-base-in-daily-x402-transactions-for-the-first-time-in-six-months
Solana 🧭 Compass
DATA: $SOL has flipped Base in daily x402 transactions — first time in six months. Solana now holds ~70% of monthly x402 volume. The catalyst: Ramp's x402 AI agent wallet launch on Aug 21, reaching 70,000+ businesses. Who routes x402 traffic six months from now?
Solana 🧭 Compass
Solana 🧭 Compass
Nine straight weeks: Solana's DEX aggregate beat Bybit, Coinbase, and Kraken in weekly spot volume. Global rank: 2nd, behind only Binance. Jupiter, Orca, Meteora, Raydium — all non-custodial, all on-chain. Can the aggregate ever reach 1st?
Solana 🧭 Compass
Solana 🧭 Compass
DATA: US spot Solana ETFs pulled $33.5M on Monday — the biggest single day of 2026. Cumulative net inflows: $1.22B, a new all-time record. BSOL holds $948.2M (~80% of the market). Daily trading volume: $166.8M — highest since October 2025. solana:So11111111111111111111111111111111111111112
Solana 🧭 Compass
Full mechanics on Benchdot Markets and Arcium's confidential computing stack on Solana: https://solanacompass.com/news/arciums-benchdot-markets-goes-live-on-solana-with-767m-in-alpha-stake-volume
Solana 🧭 Compass
Arcium launched something new on Solana mainnet: a prediction market for job hires. Companies post roles. Scouts stake on specific candidates. Correct picks share the prize pool. Wrong picks get their stake refunded — not burned. The encrypted part: no scout can see how anyone else has bet while the market is open. Arcium uses multi-party computation to keep positions sealed until close. That matters because transparent prediction markets break down as participation scales. Early visible positions become signals, others follow, the information erodes. The devnet alpha drew 900 participants and $7.67M in stake volume. What would you scout on?
Solana 🧭 Compass
The full simulation breakdown — per-protocol cost increases, CLOB exposure, and burn scenarios: https://solanacompass.com/news/first-sgp-0003-simulation-quantifies-protocol-costs-defi-routers-and-clob-market-makers-most-exposed
Solana 🧭 Compass
Solana's SGP-0003 vote would make compute efficiency matter for the first time. Right now, the base fee is 5,000 lamports flat — the same whether your transaction uses 20% of its requested compute or 100%. SGP-0003 adds a 0.1-lamport charge per requested compute unit, burned. Right-size your compute and pay less. Over-request and pay a premium. Analyst @MostlyData_ ran the first protocol-level simulation. The average Solana transaction over-requests by ~20%. Daily $SOL burn could rise from 648 to up to 9,000 SOL. Jupiter, Titan, and DFlow all face higher per-transaction fees. Vote closes ~Aug. 27-29. Which protocol adjusts fastest?
Solana 🧭 Compass
Solana 🧭 Compass
Fidelity's Solana ETF (FSOL) was already staking 99.64% of its SOL before new SEC filings formalized 100% authority. The updated prospectus introduces quarterly cash distributions from staking rewards to investors. FETH begins staking now after a custody restructuring this month.
Solana 🧭 Compass
Solana 🧭 Compass
DATA: US spot Solana ETFs crossed $1.19 billion in cumulative inflows since October 2025. Bitwise BSOL commands ~80% of the market — about $948M — and just set a $108M single-day trading volume record this week. $SOL funds drew $33.5M on Aug. 24 alone, more than Ether ETFs on the day.
Solana 🧭 Compass
Full breakdown: what changed in the transaction envelope, the ALT trade-off, and the eight-point migration checklist. https://solanacompass.com/news/solana-v1-transactions-now-testable-locally-as-mainnet-activation-nears
Solana 🧭 Compass
Solana V1 transactions are locally testable now — mainnet activation expected in a couple of weeks. Max transaction size: 1,232 bytes → 4,096 bytes (3.3×). Two breaking changes land the moment the first V1 tx hits mainnet: — RPC callers: add maxSupportedTransactionVersion: 1 to getTransaction/getBlock, or you get error -32015 on any block containing a V1 tx — Indexers: ComputeBudget scanning returns zero for V1; limits moved to transactionConfig Priority fees also change units: V0 uses micro-lamports per CU; V1 uses total lamports. SDK minimums: solana/kit 8.0.0, solana-* crates 4.2.x, solders 0.29.0. What are you planning to build with the extra headroom?
Solana 🧭 Compass
Solana 🧭 Compass
NEW: @solflare_wallet has natively embedded @PhoenixTrade perps — 65+ leveraged markets — directly inside the wallet. $SOL, BTC, ETH and more. Up to 25x leverage. USDC collateral that never leaves self-custody. No bridging, no separate app. This goes past June's mobile browser update: that made PhoenixTrade reachable on mobile. This makes Solflare itself the front end — from collateral to position management, all inside the wallet. Does this pull in traders who were on CEX perps, or does it shift habits for existing Solana users?
Solana 🧭 Compass
Solana DApps have led all of Web3 in revenue for nine straight quarters — $257M in Q2, 41% of the market. More on the weekly milestone: https://solanacompass.com/news/solana-dapp-ecosystem-revenue-hits-35m-in-seven-days-its-highest-since-february
Solana 🧭 Compass
DATA: $SOL DApp ecosystem revenue hit $35M last week — a 29-week high and the best since early February. @JupiterExchange and Raydium anchor the figure. Top protocols claim 60–78% of total ecosystem revenue. Which DeFi protocol drives the next run? https://twitter.com/SolanaCompass/status/2091976593719853182/photo/1
Solana 🧭 Compass
Solana 🧭 Compass
NEW: @JupiterExchange Lend v2's AMM crossed $100M in 7-day volume just two weeks after launch. Smart Collateral and Smart Debt let deposits earn trading fees on top of lending yield.
Solana 🧭 Compass
Solana 🧭 Compass
DATA: AI agents settled $3.3M USDC on Solana via x402 in a single week. Solana now leads all x402 chains — ~70% of the protocol's monthly transaction volume runs on Solana. https://twitter.com/SolanaCompass/status/2091894302612062318/photo/1
Solana 🧭 Compass
Solana 🧭 Compass
DATA: FOMO now commands 46% of Solana trading platform spot volume — with Axiom below 30%. FOMO's weekly net revenue hit a record $3.73M last week, per Blockworks analytics. https://twitter.com/SolanaCompass/status/2091892046743441638/photo/1
Solana 🧭 Compass
Solana 🧭 Compass
UPDATE: @phantom is ending Sui support on September 24 — 31 days from now. Affected users can swap SUI holdings fee-free within Phantom or migrate to Slush wallet before the cutoff.
Solana 🧭 Compass
DATA: Solana processed 1.318 billion non-vote transactions last week — a new all-time high, and the fourth consecutive week above one billion. solana:So11111111111111111111111111111111111111112
Solana 🧭 Compass
Full article — Virtuals Protocol history on Solana, what agent ownership involves, and what August 24 opens up: https://solanacompass.com/news/virtuals-protocol-opens-ai-agent-ownership-to-solana-users-sets-august-24-date
Solana 🧭 Compass
Virtuals Protocol — the protocol behind 5,600+ deployed AI agents — opens full agent ownership to Solana users on August 24. VIRTUAL already has 28,000+ holders on Solana. Tomorrow moves the entry point from token trading to creating and co-owning AI agents. solana:3iQL8BFS2vE7mww4ehAqQHAsbmRNCrPxizWAT2Zfyr9y
Solana 🧭 Compass
The Phase 3 results, how tokenized $MRNA works on Solana, and the first-day trading data: https://solanacompass.com/news/backpack-securities-lists-tokenized-moderna-on-solana-one-day-after-mrna-cancer-vaccine-phase-3-success
Solana 🧭 Compass
Moderna CEO Stéphane Bancel: "These Phase 3 findings represent a pivotal moment for cancer research."
Solana 🧭 Compass
NEW: @Backpack Securities listed tokenized Moderna on Solana the day after the mRNA cancer vaccine cleared Phase 3. $4.5M traded on-chain in the first 24 hours. The INTerpath-001 trial cut melanoma recurrence risk by 49% over the standard of care. https://twitter.com/SolanaCompass/status/2091618484732276894/photo/1
Solana 🧭 Compass
Full breakdown — how Solana's holder base grew to 176.5M, active-address trends, and where SOL ranks among major blockchains: https://solanacompass.com/news/solana-token-holder-count-reaches-record-1765-million-as-sol-trades-68-below-all-time-high
Solana 🧭 Compass
DATA: Solana's unique token holder count hit a new all-time high: 176.5 million. Up 5.7% from April's prior record of 166.9M — the fourth consecutive quarter of growth. $SOL is down 68% from its all-time high. The holder base keeps growing.
Solana 🧭 Compass
Full chain breakdown and how Kamino built Solana's tokenized-stock lending lead: https://solanacompass.com/news/solana-holds-645-of-global-tokenized-stock-defi-deposits-at-754m-token-terminal-data-shows
Solana 🧭 Compass
DATA: Solana commands 64.5% of global tokenized-stock DeFi deposits at $75.4M, per Token Terminal — more than the other four chains combined. Ethereum is second at $15.0M, BNB Chain third at $13.9M. Kamino Lend holds 82.6% of Solana's tokenized-stock lending market. https://twitter.com/SolanaCompass/status/2091521345905680569/photo/1
Solana 🧭 Compass
The three proposals, stake blocs already declared, and how quorum and supermajority work: https://solanacompass.com/news/solanas-first-on-chain-governance-vote-is-live-as-epoch-1021-opens
Solana 🧭 Compass
JUST IN: Solana's first on-chain governance vote is live. Epoch 1021 opened ~03:50 UTC today. Validators can vote through epoch 1024 (~Aug 26) on three proposals: the Solana Constitution, a faster $SOL disinflation schedule, and fee restructuring. Which way does it go? https://twitter.com/SolanaCompass/status/2091449872516084219/photo/1
Solana 🧭 Compass
Full numbers, the BNB Chain ranking, and how xStocks, Ondo, and Maple Finance built the base: https://solanacompass.com/news/solanas-rwa-ecosystem-hits-4-billion-in-total-value-for-the-first-time
Solana 🧭 Compass
DATA: Solana's RWA ecosystem hit $4 billion for the first time. 30-day inflows: $263M (10.6% growth) while Ethereum shed $337M. Tokenized treasuries: $1.2B (+16%). Tokenized equities: ~95% of global on-chain stock DEX volume. Is Solana now #2 behind Ethereum?
Solana 🧭 Compass
DATA: Circle minted $250M USDC on Solana today — the third large-batch issuance this week. Total: $1.25B USDC minted on Solana in seven days. Solana's USDC supply sits at $8.27B with $7.31B in daily DEX volume backing the demand. https://twitter.com/SolanaCompass/status/2091257605415219292/photo/1
Solana 🧭 Compass
UPDATE: Solana's live governance vote has a frontend bug. https://governance.solana.com/ shows 60% quorum required — but SGP-0001 sets the actual threshold at one-third of network stake. The contracts are unaffected. A fix must deploy before epoch 1021 opens Aug 23. $SOL https://twitter.com/SolanaCompass/status/2091256096187097099/photo/1
Solana 🧭 Compass
NEW: @helium published HIP-150 — a draft to restructure mobile Hotspot deployer earnings. Location multipliers from 1x to 5x, pay floor rising 50%→80%, Nova Labs redirecting its own earnings through July 2027 with no new $HNT minting. Where do deployers go first?
Solana 🧭 Compass
NEW: @doublezero turns two. Year-two recap: 62.6% of Solana stake runs on DoubleZero, the SEC issued a No Action Letter for the DZ token, Coinbase's validator joined, and EdgeConnect shipped for agentic trading systems. Who builds on the IBRL flywheel next?
Solana 🧭 Compass
Full story on ARK's SOLQ.U position and why the Canadian staking ETF is the only regulated path for SOL yield today: https://solanacompass.com/news/ark-invest-builds-10m-plus-position-in-3iqs-solana-staking-etf-across-arkw-and-arkf
Solana 🧭 Compass
Cathie Wood, @ARKInvest CEO: "Through 3iQ's Solana Staking ETF, we gain direct exposure to this growing network."
Solana 🧭 Compass
NEW: @ARKInvest has built a $10M-plus position in @3iQ_corp's Solana Staking ETF (TSX: SOLQ.U) across ARKW and ARKF — two purchases in a single week. SOLQ.U holds solana:So11111111111111111111111111111111111111112 directly and distributes staking rewards, a combination U.S. Solana ETFs can't offer yet.
Solana 🧭 Compass
Two consecutive weeks of strong inflows, the Aug 20 single-session surge, and how Helius delivers 5.83% net yield to BSOL shareholders: https://solanacompass.com/news/bitwise-bsol-pulls-20m-in-weekly-inflows-as-sol-breaks-100
Solana 🧭 Compass
DATA: Bitwise BSOL pulled $20M in net inflows for the week ending Aug 21 — double the prior week and its best weekly result since May. solana:So11111111111111111111111111111111111111112 broke $100 intraday on Aug 22. AUM: $770M. Net staking yield: 5.83%. $15M of the $20M total arrived in a single session Aug 20.
Solana 🧭 Compass
Solana 🧭 Compass
NEW: Altus, built by the MPCVault team, launches public beta for 24/5 U.S. stock trading with USDC on Solana. Eligible global investors can buy fractional shares of any NYSE or Nasdaq stock, settled in USDC directly to their wallet. Not available to U.S. or EU/EEA residents. https://twitter.com/SolanaCompass/status/2091091763683545197/photo/1
Solana 🧭 Compass
How the auction works, the Ethereum comparison, and what the pilot showed: https://solanacompass.com/news/flowra-launches-open-orderflow-auction-for-competitive-solana-block-building
Solana 🧭 Compass
One firm builds blocks for more than 95% of Solana validators. That is an HHI above 9,000. The U.S. threshold for highly concentrated markets is 2,500. @Flowra_sol just launched an Open Orderflow Auction for Solana — transparent competitive bidding for transaction inclusion, modelled on the proposer-builder separation design that increased Ethereum proposer revenue by 261% in a peer-reviewed study. Pilot on one validator: compute units per block rose 20.6%. Who adopts this first — validators chasing more revenue, or institutional operators who need compliance filters built in?
Solana 🧭 Compass
Solana 🧭 Compass
Solana Company (NASDAQ: HSDT) is voting FOR the Solana Constitution but AGAINST both the disinflation and variable fee proposals in the first Solana governance cycle — open today. The objection is timing, not intent. Staking yield is a reported financial line item for institutional holders: budgeted, disclosed, and audited. Repricing it in cycle 1 creates uncertainty for firms evaluating Solana validator operations right now. Joseph Chee, CEO: institutions need consistent and predictable structures above all else. Do you think the timing objection holds?
Solana 🧭 Compass
Full story on how the reinsurance-backed lending market grew to 20M in eight days: https://solanacompass.com/news/re-finances-reusd-market-on-kamino-crosses-20m-eight-days-after-launch
Solana 🧭 Compass
The reUSD lending market on @kamino crossed $20M total size in eight days. The opening cap — 1M reUSD — filled in 76 minutes. @re issues reUSD backed by a $510M US reinsurance portfolio. Yield comes from insurance premiums, not token inflation or lending spreads.
Solana 🧭 Compass
All three proposals explained — what each would change and how the vote works: https://solanacompass.com/news/solanas-first-on-chain-governance-vote-opens-sunday-with-three-proposals
Solana 🧭 Compass
"Getting people to pay attention to governance is hard" — @mert (Helius CEO), on whether the proposals clear the 66.67% supermajority threshold in the first vote.
Solana 🧭 Compass
Solana holds its first on-chain governance vote Sunday, August 22. Three proposals: ratify the Solana Constitution, accelerate SOL disinflation, and introduce resource-based transaction fees. Stakers can override their validator vote directly at https://t.co/lYmszMsMt3. https://twitter.com/SolanaCompass/status/2090903270797762967/photo/1
Solana 🧭 Compass
The @solanamobile Seeker Summer campaign enters Round 4 — its final leg. Apps: MINE mesh mining, Mattlefun, Bakeland MMORPG, and https://t.co/8V84cxfALo. Eight quests. Deadline August 26 at 2pm UTC. 81M solana:SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3 distributed in the first three rounds.
Solana 🧭 Compass
FOMO, a Solana-based copy-trading app, reached #3 in the US iPhone Finance chart on August 21 — above Cash App, Venmo, and Kalshi. Free Finance rankings measure recent downloads, not installed base. Protocol revenue and chart position are both trending up at the same time. https://twitter.com/SolanaCompass/status/2090900002994577568/photo/1
Solana 🧭 Compass
Solana 🧭 Compass
.@MeteoraAG Referral Staking Cycle 1 is done: 76M+ solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL staked, ~$336K in USDC rewards, 9,000+ referred users. Cycle 2 launched today with a new leaderboard. Who's in?
Solana 🧭 Compass
Agave 4.2 breaks things that don't error. That's the warning from Triton One's migration guide published today. Transaction V1 ships in Agave 4.2 but activates via a separate feature gate — the code is already live on mainnet and changes need to ship before that gate fires. Most urgent: getBlock and getTransaction calls without maxSupportedTransactionVersion set to 1 will fail when v1 transactions appear. Token-2022 jsonParsed output changed field names for confidential transfers. Yellowstone gRPC minimum history window moved to ~4 hours of mainnet blocks. Five more items cover new reward types, account unsubscription handling, and SDK alignment. All eight need shipping before activation. Which of these are you still working on?
Solana 🧭 Compass
NEW: Raydium crossed $4B in cumulative tokenized stock volume on Solana. Same week: $LLY (Eli Lilly) and $MRNA (Moderna) listed on-chain via Backpack Securities. Securitize's NYSE stock (SECZ) went live as collateral on Loopscale. Tokenized equity supply on Solana: $465M.
Solana 🧭 Compass
Full breakdown on how the tokenization stack splits between the four parties, the Korea STO timeline, and Shinhan's parallel blockchain strategy: https://solanacompass.com/news/south-koreas-shinhan-asset-management-signs-four-party-mou-with-solana-foundation-orca-and-etherfuse-for-krw-tokenized-fund
Solana 🧭 Compass
NEW: South Korea's largest asset manager, Shinhan Asset Management ($96.6B AUM), just signed a 4-party MOU with the Solana Foundation, @orca_so, and Etherfuse to pilot a KRW tokenized fund on Solana. Korea's STO rules take effect February 2027. Who wins the institutional mandate?
Solana 🧭 Compass
Full story on Arbital's launch, the private beta numbers, and how it lands in Solana's growing tokenized equity market: https://solanacompass.com/news/arbital-opens-to-the-public-on-solana-after-135b-in-private-volume
Solana 🧭 Compass
NEW: @arbital_xyz just opened to the public on Solana. After 7 months of private beta: $1.35B+ traded, 2,700 traders, $435M/month at peak. One interface for memecoins, tokenized stocks, and perps. YC-backed. What do traders reach for first?
Solana 🧭 Compass
NEW: Ramp added x402 AI agent wallets on Solana for its 70,000+ business customers. AI agents can now pay for APIs and compute in $USDC, with corporate spend controls and the same audit trail as employee cards, a first for autonomous agent spending. Who uses this first? https://twitter.com/SolanaCompass/status/2090723587103866921/photo/1
Solana 🧭 Compass
Full breakdown: how SIMD-0525 works, the per-block compute change, and what comes after 350ms: https://solanacompass.com/news/solana-cuts-slot-time-to-350ms-at-epoch-1020-first-reduction-since-network-launch
Solana 🧭 Compass
Solana just reduced its slot time for the first time in network history. 400ms → 350ms, epoch 1020. The roadmap: 300ms → 250ms → 200ms. @toly: "It took 2 days to go from 800ms to 400ms." Six years to the next cut. What gets built differently at 200ms?
Solana 🧭 Compass
Solana 🧭 Compass
NEW: @solflare launches Merchant Cashback — earn solana:EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v at Nike, Best Buy, Sephora, and 4,000+ retailers. Paid direct to your self-custody wallet. No points, no tiers, no expiry. What do you buy first?
Solana 🧭 Compass
Solana 🧭 Compass
Jupiter Portfolio just went from view-only to fully actionable. Borrow, lend, repay, swap, close, and claim: all from one screen on @JupiterExchange. Also new: weekly PnL email so positions update you, not the other way around. What do you manage first?
Solana 🧭 Compass
Solana 🧭 Compass
DATA: @kamino now holds 18% of onchain RWA lending, up from 2% in October. Vaults: ~25% of all deposits (from <5%). $544.7M in RWA, +79% YTD. Commodity trade finance, private credit, reinsurance, tokenized equities. Which type grows fastest? solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS
Solana 🧭 Compass
Full breakdown of the CPMM mandate, LP-lock mechanics, and what builders need to update: https://solanacompass.com/news/raydium-launchlab-mandates-cpmm-only-graduation-and-locks-creator-lp-at-token-migration
Solana 🧭 Compass
UPDATE: @Raydium upgraded LaunchLab smart contracts today. The key change: creator LP is now locked with the platform share at token graduation. Before, creators received a separate exercisable Fee Key at migration — an LP position they could act on independently. From today, both merge into one locked position directed to the platform wallet. CPMM is also now the only graduation path for new launches. SOL, USDC, and RAY are the three supported quote mints. Does locking creator LP change how you look at bonding curve launches?
Solana 🧭 Compass
p-Token has just been enabled on mainnet, drastically reducing the compute used by Solana's token program. This massively boosts capacity, creating space for the network to handle even more transactions, swaps and compute per second. Here you can see the before and after drop… https://twitter.com/SolanaCompass/status/2054549449146310825/photo/1
中文: p-Token 刚刚在 mainnet 上启用,大幅降低了 Sorana 代币程序所使用的计算能力。 这极大地提升了容量,为网络每秒处理更多交易、交换和计算创造了空间。 在这里你可以看到前后的下拉......