Solana Breakpoint 2025, what are the priorities for attention
By: Block Beats
Solara Breakpoint 2025, held in Abu Dhabi, United Arab Emirates, from 11 to 13 December, brought together over 600 million developers and project teams from over 100 countries to focus on the latest developments and future development of the Solana ecology。
The co-founder of Real Vision, CEO Raoul Pal, co-founder of Solana, Anatoly Yakovenko, President of the Solana Foundation, Lily Liu, founder of Galaxy and CEO Mike Novogratz, attended and made a presentation。Block Beats will provide real-time access to and coverage of the Congress site, the latest of which is as follows:
12 December
Figure has submitted an application for original distribution of shares on Solana to the SEC
On December 12, Mike Cagney, Executive Chairman of the Figure Board of Directors, stated at the Solana Breakpoint Congress, "About a week and a half ago, we released another development — the equivalent of a second IPO — and we are issuing a new version of the Figure stock on the public chain。
The release will not enter DTCC, nor will it be traded in Nasdaq or NYSE, nor will it depend on such a broker as Robinhood, nor will it rely on the main broker of institutions such as Goldman Sachs. It is a security originally derived from a block chain, traded on Figure's own alternative trading system (ATS), essentially a decentrized trading platform: self-custody, self-dealing, autonomous market。
Investors will be able to bind such securities to an ATS wallet rather than a traditional referral broker account; then they can use this equity in DeFi for mortgage lending, lending, etc. I don't know
Kamino Initiative: the forthcoming launch of a fixed interest rate and term loan product to achieve real interest rate price discovery
On December 12th, the Solana Ecolending Agreement Kamino co-founded Marius at the Solana Breakpoint Congress said, "We are about to launch a fixed-interest, fixed-term lending product. The user will be able to select the interest rate and the duration and will enter into the transaction at that rate。
This mechanism allows institutions that have to determine the cost of financing to gain access to markets, while allowing asset-cycle strategies to obtain lock-in stabilization spreads。
We are working with Fal X (one of the largest brokers in our market), an important sub-component of which is the intent to borrow — it allows borrowers and lenders to write down the interest rates they want, thus achieving real interest rate price discovery in the chain and creating a chain yield curve. I don't know
Drift Alliance: Moveend to Q1 in 2026 App
On December 12th, the Solara Eco-DeFi protocol Drift co-founds Cindy at Solana Breakpoint, saying, "We'll launch the mobile app in the first quarter of next year。
This will be the first original application of a multi-collateral account integrated at a mobile end, and will also include: Launch App Store, the Native Mobile Experience, and the forthcoming raw mobility delivery tool to bring greater mobility and faster transactional efficiency. I don't know
Perp DEX Convergence Platform Ranger: Commenced token sale, target $6 million
On December 12th, Ranger Finance Developer FA2 of the Solara Ecological Endurance Contract Convergence Platform stated at the Solana Breakpoint Congress, "We are ready to issue Ranger tokens. For Ranger, the most appropriate distribution platform is MetaDAO, with a minimum fund-raising target of $6 million, which will also be the highest ever for the platform. I don't know
Metaplex announces that the first public version of Genesis SDK is officially available, and anyone can build a distribution platform or access token data
On December 12, Stephen, Chief Design Officer of the Solara Eco-Digital Economy Platform Metaplex, stated at the Solana Breakpoint Congress that "the first public version of Genesis SDK is now on line. Genesis SDK will provide multiple applications - for example, polymers that want to create a trading platform dedicated to Launchpad, that want to monitor and alert traders。
When the new token is on the line, any application can be integrated and a smart contract with a fair distribution mode is immediately used. I don't know
Bulk Consortium: Solana is currently the most suitable ecology for construction
On December 12, Jun, co-founder of Solana EcoDex Bulk, stated at the Solana Breakpoint Congress that "as market traders, we quickly realize that Solana is the most suitable ecological institution for the time being — not only the best team, but also the highest net asset flow, the most diverse community and the chain of rich products. However, it has been lacking a truly professional trading experience, and the problems end up at several critical points: delay, sound risk engines and user experience. We came to Solana to solve this problem. I don't know
Backpack Founder: Solana is the only network that can achieve large-scale decentrization
On December 12th, Armani Ferrante, founder of Backpack, stated at the Solana Breakpoint Congress that "Solana is the only network that can achieve large-scale decentrization. Over the past few years, developers have explored very large design space on how to address the issue of expansion. Back in 2017 and 2018, hundreds of projects might have received hundreds of millions of dollars, or even billions of dollars, in financing. But as far as I'm concerned, Solana seems to be the only project that can really do this on a large scale. I don't know
HumidiFi Developer: Solana is completely reshaping retail finance. HumidiFi is "over" Binance
On 12 December, Ben, a member of the Dark Pool DEX HumidiFi core team, stated at the Solana Breakpoint Congress, "Solana has been able to settle tens of thousands of transactions at near zero cost per second on the road to change. Anyone in the world has access — to a fully open, non-licensed, Wall Street-class quality, programmable and global-oriented market through a new seat permit and membership hierarchy。
We recently created a decentrized trading platform called HumidiFi, which offers a more demanding price difference than Binance, with only a few basis points on average. But what I really want you to realize is that the system is completely reshaping retail finance. The bulkers are now able to obtain better price differentials than any traditional voucher platform, which can be reduced on average to a few base points。
So far, the system has accounted for 60 percent of all chain transactions -- and we're just getting started. I don't know
Solana Alliance: Most of the recently closed billion start-ups were built in Solana, and ecological expansion accelerated
On December 12th, Raj Gokal, a co-founder of Solana, stated at the Solana Breakpoint Congress that “most of the 20 companies that have recently reached $100 million were from the encryption industry, most of which were built on Solana. That has been, in fact, the goal that we originally envisaged to achieve。
I believe that this will take thousands of entrepreneurs to bring about the "mixed entropy" — they are constantly exploring various potential value propositions for using block space. And I think Solana now has that dynamic. Like the "Colusseum" hackers, which are growing in size, each time involved over 1,700 teams。
When we talked about scaleing in the past, one commonly used measure is the percentage of global financial operations that can go up the chain. I think there's a chance for Solana to accelerate her share of encryption in the next 10 years. And the truth is, the encryption industry is growing much faster than we expected in 2017。
At the time, we simply could not have imagined that the United States would have such a clear regulatory environment today, or that it would have the support of some major countries — beginning to issue assets along the chain and joining the major banks. So I think Solana should move the original chain target up to 25 percent, and Solana can get at least 10 percent of this part of the market. I don't know
Solana Alliance: No official GitHub submission authority, network moving towards real decentrization
On December 12th, the co-founder of Solana, Anatoly Yakovenko, at the Solana Breakpoint Congress, said, "My favorite thing is that decentrization is not the absence of a leader, but the emergence of a leadership. Over the past five years, too many people have come forward — people from foundations, Labs, community members who are totally outside these initial organizations, application and agreement builders — who have truly assumed the leadership role of the entire network。
So far, I don't even have GitHub, and it took me two minutes to speak. My goal is to sit in the audience — I think it means seeing the entire network really mature and have its own life. I am very proud of that. I don't know
Vice-President Anza: The cost of the Solana block is being reduced, and the rent on account creation is 10 times lower
On 12 December, Brennan Watt, Vice-President of the core works of Solana Research and Development, Anza, stated at the Solana Breakpoint Congress that the SIMD-0389 proposal could reduce rent creation in the Solana account by 10 times, potentially extending to 100 times。
Note: In the Solana network, Account Rent (account rent) is a "storage cost" mechanism that needs to be paid to enable an account (Account) to store data permanently on the chain。
According to Anza's analysis of the security slowdown mechanism, this change was discussed at the recent SolanaConf, which may release wider adoptions through the recovery of hundreds of millions of dollars dormant SOL while maintaining network security。
Solana Eco-based Mobile Mortgage Incentive Agreement
On December 12, Solana Eco-based Mobile Mortgage Incentive Agreement (MEV-based) Toby announced at the Breakpoint Congress that the TOBY token would be launched to bring basic benefits to Solana through OpenMEV。
It is known that the OpenMEV project serves $10 billion of real ecological revenue needs and will be integrated into various mainstream agreements such as Jupiter, Sanctum, Kamino and Drift。
Jupiter Stabilized Currency Jupusd is expected to go online next week
On December 12th, Jupiter announced at the Solana Breakpoint Congress that Jupusd was expected to be online next week。
Block Beats previously reported that on October 8th, Ethena and Jupiter collaborated to launch the original Solana Stabilisation Currency Jupusd. The token is scheduled to go online in the fourth quarter. "Jupiter plans to "progressively" convert about $750 million USDC from its mobile provider pool to Jupusd。
Solana Breakpoint 2026 Summit to be held in London, United Kingdom
On 12 December, according to official sources, the Solana Breakpoint 2026 Summit will be held for the first time at the Olympia Convention Fair in London, England, from 15 to 17 November 2026。
11 December
Raoul Pal: The current bull market cycle should peak in 2026. Encrypted currency is actually a macro asset
On 11 December, Raoul Pal, former governor of Goldman Sachs, author of Global Macro Investors, co-founder and CEO of Real Vision, stated at the Solana Breakpoint:
"THE DECLINE IN LABOUR FORCE PARTICIPATION MEANS A DECREASE IN THE LABOUR FORCE. POPULATION STRUCTURES ARE KEY TO DRIVING DEBT. POPULATION GROWTH WILL CONTINUE TO DECLINE, WHICH MEANS DEBT AS A PROPORTION OF GDP WILL CONTINUE TO RISE, WHICH IS THE PROBLEM。
We have had to face the global debt problem, and currency devaluation has been a way of addressing (or delaying) the problem. We have begun to see signs that the Fed has had to rethink its balance sheets and start thinking about how to monetize all of these debts. It is expected that in the next 12 months, we will need to print about $8 trillion in banknotes through liquidity injections。
I know a lot of people may think the encryption cycle is over and "good days no longer." In fact, however, all this is driven by cyclicality, not by the half-cycle of bitcoin, but by the maturity cycle of debt。
So I think now is not a four-year cycle, but a five-year cycle. In a five-year cycle, we have now passed the valley of the cycle, and the next step is the upswing, which should peak by 2026, not 2025. This is a breakthrough for us as a global macro-investor: understanding encrypted money is actually a macro asset。
In addition, the Shanco/bitcoon cross-exchange rate is driven by the business cycle, which appears to be bottoming rather than peaking. I don't know
Solana Alliance: The stable currency is now clear, and Solana will have the largest possible share of the competition
On December 11, the co-founder of Solana, Anatoly Yakovenko, stated at the Solana Breakpoint Congress that the core of growth lies in building the products people need. He stressed that currency stabilization was the clear direction at the moment, and that it was expected that in the future there would be between US$ 1 and 10 trillion in stable currencies and that it would lead to the gradual monetization and uplinking of some US$ 500 trillion of global assets。
Toly argued that the strong property rights protection brought about by the public chain and cryptography did not conflict with free-market capitalism and Wall Street logic, but rather complemented them by software to eliminate failures and risks, thereby expanding Wall Street ' s financial scale at a faster pace. He stressed that the stabilization currency was expanding rather than replacing the dollar, that the L1 network in particular had a clear value capture mechanism, and that Solana was aiming to have the largest possible share of the competition。
Lily Liu: SOL spot ETF reverses net market inflows to close to $1 billion in six weeks. DAT will act as a bridge between Solana and the open market
On 11 December, Lily Liu, President of the Solana Foundation, stated at the Solana Breakpoint 2025 conference:
Solana is the first block chain platform to set up a policy institute. The development of a digital asset strategy is now imperative for each institution. As they entered the zone chain, they chose Solana. Western Union handles over $60 billion a year in remittances, choosing Solana. Pfizer also chooses Solana by processing $2 trillion in business payments per year. Other agencies have followed suit。
Of course, ETF is a major theme this year. At last, we have received in-kind support for Solana ETF — they landed in Solana ecology about six weeks ago, and in just six weeks the size of asset management is approaching $1 billion. At a time when the market as a whole is underperforming, for three consecutive weeks we continue our net inflows. The United States market alone has listed six Solana pledges of in-kind support。
There is also an important theme this year, albeit somewhat controversial — DAT. Many people see DAT as a short-term liquidity tool, but we have the opposite view. Because Solana is one of the few platforms that enables firms to build both infrastructure and assets. We believe that DAT will be a long-term ecosystem company that will act as a bridge linking Solana to the open market, building infrastructure, asset management systems and integrating all these functions. I don't know
Coinbase Executive: Appendended based on Solana 's DEX transactions
On 11 December, Andrew Allen, Product Manager of Coinbase Solana, stated at the Solana Breakpoint Congress that Coinbase had been online in its App based on Solana ' s DEX transaction function, that users could directly trade any Solana chain in familiar interfaces and that payments could be made using USDC, United States dollar cash, bank accounts or debit cards, and that the entire slide point and route were automatically processed backstage。
Andrew states that Coinbase is fully expanding its original support for Solana, and that future users will be able to directly see Solana assets in App and ensure that millions of Coinbase users can be reached without the need for tokens to go through the process without sufficient liquidity。
Bitwise: Solara eco-applications actually take advantage of the last 1% performance of the network
On December 11th, Bitwise Co-founder and CIO stated at the Solana Breakpoint Congress that the Solana application really used the last 1% performance to provide users with the next marginal mobility and expansion compared to networks such as the Taifung。
In many chains, running nodes are "downloading software, double-clicking starters" , and there is little difference as to who can pledge less and what can be done to the network and to users; but in Solana, the application diagrams are constantly changing, with agreement layers, performances, capacity, and the nodes directly determine the ceiling。
AND THAT'S WHY WE'RE ESPECIALLY CONCERNED: WHEN THIS PRODUCT LOCKS IN AND WEIGHS MORE AND MORE SOL, IT HAS TO BE FELT BY THE ECOLOGY, THE DEVELOPERS, THE USERS AND THE COMMUNITY AS A WHOLE. ITS SIZE DOES NOT "PRESS" MARKET STRUCTURES OR ECOLOGY, BUT RATHER MAKES THE NETWORK MORE STABLE, RELIABLE AND RESILIENT TO THE NEXT ROUND OF INNOVATION。
Paxos CEO: Application has been made to the United States SEC for clearing agency licence plates for shares and bonds in the original distribution chain
On 11 December, Chad Cascarilla, co-founder and chief executive officer of Paxos, stated at the Solana Breakpoint Congress that Paxos had applied to the United States SEC to become a clearing agency, which would be in a position to hold stock and bonds directly in the chain of issuance, leaving users with real bottom assets rather than derivatives. He stressed that this would provide a critical basis for a large-scale chaining of traditional financial assets。
According to Cascarilla, the goal of Paxos is to facilitate the entry of traditional assets into the chain environment and to continue to expand in the areas of stable currency and asset monetization, including growth of USDGs and gold monetization products. He considered that the open chain would become a globally harmonized asset trading arena and significantly enhance market accessibility and liquidity。
Galaxy DeFi in charge: Solana is the only block chain capable of carrying tokenized securities
On 11 December, Marcantono, head of Galaxy DeFi, stated at the Solana Breakpoint Congress: "Galaxy Digital is listed in NASDAQ as a publicly traded stock. But we chose to monetize our shares in Solana because, in our view, Solana is the only block chain with the speed and efficiency needed to carry the monetized securities。
We want Solana to be so dominant that when you compare the prices on Solana and NASDAK, you choose to buy them on Solana. That is our ultimate goal. I don't know
Anza Chief Economist Max Resnick: Solana Online, SOL is three times as big as Binance, competing for extreme white heat
On 11 December, Max Resnick, chief economist of Solana Research and Development, Anza, stated at the Solana Breakpoint Congress, "We reached 100,000 TPS in May. It's not on the web, it's not in the white paper, it's on the line. Market structures are also evolving in real time: self-employed marketers have tightened their price differentials, and SOL-USD now has three times as much trade as Binance, competition is extremely hot, and the exposure is becoming tighter and deeper every day. I don't know
Circle CEO: will go online in Solana
On 11 December, Jeremy Allaire, co-founder and chief executive officer of Circle, stated at the Solana Breakpoint Congress that Circe Gateway, which is about to go online in Solana, would achieve a unified USDC balance access across the chain。
Sunrise CEO: Successfully online MON, trading in excess of Hyperliquid and a group of CEX
On 11 December, Sunrise CEO Saeed, the Solana Eco-liquidation Gateway, stated at the Solana Breakpoint Congress that Sunrise ' s first asset online case in Solana was the MON token. We introduced a non-native coin that was not originally published on Solana, directly into Solana ecology on the first day of the line. It not only competes with all the other trading places in the chain, but also confronts a whole group of CEX opponents。
As a result, within 24 hours, the turnover exceeded well-known platforms such as Hyperliquid, KuCoin, Kraken, Coinbase, Bybit, Bitget, Gate - some CEX have more than a million users. And even more impressive, it's more tight on the price differential than these old CEXs, and it's more traded, and it's only supported by the original community of ecological users of Solana。
In addition, Saeed argued that if an asset could be released on Solana and the asset could be as competitive as its central counterparty, it would be not only a listed encrypted token, but also a stock, commodity or any financial product。
Helius CEO: Recommended that investors buy BSOL, which helps developers build faster applications
On December 11th, Helius CEO served at the Solana Breakpoint Congress that investors could buy BSOL, which was issued by Bitwise and managed by us, but because you bought it, we took the proceeds to make the network run faster — a deal that helped developers to build it faster。
Circle CEO: Solana is becoming more attractive, and more and more platforms are using USDC on Solana as their main infrastructure
On December 11th, Circle CEO Jeremy Allaire stated at the Solana Breakpoint Congress that Solana traded far more than any other chain. Solana has become more mature and attractive. A growing number of large, consumer-oriented, business-oriented platforms are using USDC on Solana as their preferred infrastructure。
DoubleZero: 15 core contributors are providing fibre-optic cables to Solana to create high performance alternatives to the Internet
On 11 December, DoubleZero co-founded Austin Federa at the Solana Breakpoint Congress stated that DoubleZero had many independent contributors — now 15 — who were contributing fibre-optic capacity to the Double Zero network. These are real physical cables, and they're connected to create a completely independent transmission path for Solana。
This "popular fibre" approach is unprecedented: all existing high-performance chains are operated by a single company with a master control private key in their hands; Double Zero does not have such a "single point" but has its own fibre-optic line laid and controlled by 15 contributors。
Yat Siu: Animoca Brands has deployed more than 628 portfolio companies, about 200 for games
On 11 December, Yat Siu, co-founder and director of Animoca Brands, stated at the Solana Breakpoint Congress that there were more than 628 investment portfolio companies in which approximately 200 were game projects. In his view, Bitcoin was similar to digital gold, while Altcoins was similar to the stock market and an engine of growth in encryption. In view of the actual use of this currency, its total market value will eventually be significantly higher than that of Bitcoin。
OSL Group will issue Stable Currency in Solana
On 11 December, Zhang Yinghua Solana Breakpoint 2025, Chief Commercial Officer of the OSL Group, stated that the OSL Group would issue a US dollar stabilization currency to the Solana Network. The OSL Group, the brand and distributor of the USDGO, is the distributor。
USDGO is known to be linked to US$1:1 and subject to United States federal supervision and is scheduled to be officially launched in the first quarter of 2026. Solana will be the first public chain to deploy USDGO and will be extended to more in the future. It is not a simple "stable currency" but a truly compliant stable currency payment infrastructure for businesses and institutions。
Bhutan announced that it would issue its first gold endorsement in Solana
On December 11, at the Solana Breakpoint 2025 Summit, Bhutanese government officials announced another milestone in cooperation with Solana, which led to Bhutan taking a crucial step towards a “encrypted friendly country”:
On December 17, 2025 — Bhutan's National Day — the gold token of the first global endorsement of sovereignty will be online in the Solana chain. The token is called "TER" and in Bhutanese it means "precious"。
IT IS KNOWN THAT TER WILL ENTER THE CHAIN WORLD FOR THE FIRST TIME IN THE FORM OF A 1:1 SPL TOKEN THAT ANCHORS BHUTAN ' S TREASURY GOLD, IS AUDITED IN REAL TIME AND IS SETTLED IN SECONDS。
Solayer homeline Alpha version officially online to support real-time finance applications
On December 11, Solayer officially released its InfiniSVM homepage Alpha version. InfiniSVM is a hardware acceleration block chain that achieves a constant throughput of 300,000 transactions per second with a final confirmation speed of subseconds. The network enables developers to deploy existing Solana applications while acquiring excellent performance, thus unlocking applications in areas such as high-frequency transactions, real assets and institutional finance。
Users can connect SOL via sBridge and immediately interact with deployed applications. Developer can access documents and deployment tools and start building applications on InfoiniSVM。
The launch coincided with the holding of Solana Breakpoint in Abu Dhabi, marking the integration of Solayer into the Solana ecosystem and its commitment to supporting it, while constantly expanding its functions in demanding applications。
Galaxy founder: Solana is still considered a block chain network "born for capital markets"
On December 11th, Mike Novogratz, founder and CEO of Galaxy, stated at the Solana Breakpoint:
"As regulations become clearer, the industry has entered the stage of `the need to really build the products that users will use'. The value of encrypted assets is driven by community and real growth, and narratives must be supported by real use and innovation. Solana has high-speed performance and is considered to be a chain "born for the capital market", and Galaxy's cooperation with Jump is also based on its capacity in high-frequency infrastructure。
The encryption market has been moving repeatedly this year, but I remain optimistic personally. Just this year, one of Galaxy's clients completed a $9 billion bitcoin sales deal, and early entrants were paying off part of the proceeds in order to diversify the portfolio. At the same time, new entrants are continuously buying bitcoin. My optimistic expectations have been reinforced by my presence in Abu Dhabi over the past few days. Abu Dhabi Finance Week brought together top investors from all over the globe, including capital giants. Having interacted with the leaders of these industries, I am even more convinced that the wave of global embrace block chains and digital assets is accelerating rather than slowing down. I don't know
Kyle Samani Detail Solana ACE: Allow developers to specify custom sorting rules
On 11 December, Kyle Samani, co-founder of Multicoin and President of the Board of Directors of Forward Industries (FORD), stated at the Solana Breakpoint Conference that ACE would allow developers to specify the self-defined ranking rules while still operating on a single global system with a global mobility pool。
As part of the "Internet Capital Market" road map for Solana in July 2025, ACE granted smart contracts for millisecond control of transaction sequencing, combining traditional financial microstructures with block chain scalability to reduce fragmentation in DeFi。
Jito Co.: Solana is winning the war on speed, and the upper limit of the calculation of network blocks will jump to 100 million units early next year
On December 11th, Jito Union and CEO buffalu stated at Solana Breakpoint that Solana was winning the war of speed, which was already clear. "In the past few years, we have witnessed a six-fold increase in trade per second, thanks to the combined efforts of all Solana ecological engineers and all the great application developers。
On the right side, you can see the continued growth of block space over the past few years. At the beginning of this year, each block of Solana was capped at approximately 48 million computing units, then raised to 50 million and 60 million computing units. It is expected to jump to 100 million computing units early next year and continue to grow exponentially. I don't know
