2WA @Solana

We're thrilled to partner with 2WA @2WA_Official to power the on-chain tokenization of PrimePlus SPC - USDGO Plus SP — the first market-neutral digital asset fund built on USDGO @usdgo_official, a U.S. federally regulated and USD-backed enterprise stablecoin. 🧵👇

Having spent years as CCO at OSL, I learned a simple sequence that institutions will not skip: 1. Licensed first — so compliance, client categorisation and conduct rules already apply 2. Trusted rails — licensed platforms, custody and settlement that risk committees can underwrite 3. Tokenised funds — only then does on-chain representation become useful rather than experimental Hong Kong's edge is not "more tokens." It is that brokers, banks' securities arms and managers are being permissioned to advise and, where uplifted, to deal and manage — which is what tokenised money-market and strategy products eventually need to reach professional investors at scale. This is why distribution partnerships matter as much as issuance. A product like 2WA's USDGO Plus SP, tokenised and distributed through a licensed channel, only works because that middle layer exists. The headlines will keep chasing the next chain. The durable work in Hong Kong is still licence → rail → fund.

Solana is now limited by the speed of light. @bw_solana @anza_xyz

Fidelity sees $150T of TradFi fixed income starving for crypto upside — and the only bridge they have is perpetual preferreds: a fixed-income shell wrapping leveraged, one-way crypto beta. That's the wrong product for the right demand. 2WA @2WA_Official does the inverse: tokenize regulated RWAs so the asset keeps earning, you can borrow stablecoins against it same day without selling, and spend on card. Earn. Borrow. Spend.

This week Solana reached retail users in Mexico through Western Union’s USDPT, institutional allocators in Hong Kong through a second spot SOL ETF, and Da Nang’s innovation ecosystem through a new MOU with its Startup Support Centre. BREAKPOINT is less than 30 days away. See you in London. 📰 Headline News - Pando Solana ETF launched on HKEX, becoming Hong Kong’s second spot SOL ETF - @anza_xyz scheduled the Alpenglow consensus upgrade for mainnet-beta on Oct 21, cutting finality to ~150ms - @solanamobile named @Ledger its first hardware partner, preinstalling the Seeker App and Solana dApp Store on Ledger Atom 📰 Launches - $AVGO, $TSM, $CMG, $RIOT, and $UVXY went live on Solana via @sunrise, issued by @Backpack Securities - $ZEC launched on Solana via @sunrise, powered by @near_intents - @SolanaFndn signed an MOU with the Da Nang Innovation Startup Support Centre to advance regional ecosystem adoption - @Bitso listed @WesternUnion’s Solana-based $USDPT stablecoin in Mexico for direct retail trading - @upshift_fi launched Upshift Gamma USDC with $7M+ in initial deposits, curated by @Gamma_Research_ - @reflectmoney opened pre-deposits for the @SteakhouseFi $USDG High Yield vault on @kamino - @tryramp added support for @global_dollar ($USDG) on Solana for zero-fee on/off ramps, deposits, and vendor payouts - @ORE allocated 50% of ORE Reserve stablecoin deposits to USDv from @solomon_labs - @2WA_Official brought USDGO Plus SP onchain, market-neutral digital asset fund, tokenized and distributed via @osldotcom - @PhoenixTrade launched Anthropic pre-IPO perpetuals with up to 6x leverage - @openroboto’s SN80, the largest robotics subnet on @bittensor, integrated peaqOS - @UmbraPrivacy launched Umbra v2, and introduced private stablecoin uUSDv backed by USDv powered by @solomon_labs - @jito rolled out BAM Direct Bundle Ingest (DBI) and rebuilt ingestion pipelines on mainnet - @ArcherExchange_ rolled out Archer V2 with onchain resting limit orders, 80 CU makerbook updates, and permissionless market creation - @LaunchOnSF unveiled Baskets powered by @useDiversiFi, launching the FRONTIER tech index token - @JupiterExchange debuted YOLO, offering up to 1,000x leveraged directional trading - @machinedotfun debuted robotics token launches paired against industry equities - @Flovia402 launched free access to OpenAI, Exa, Firecrawl, and CoinGecko APIs using Solana stablecoin and machine rails - @altitude launched Altitude MCP v1 to connect AI autonomous agents directly to transaction data - @brij_fi launched flight search APIs on pay. sh, letting AI agents lock in fares - @Ledger Agent Intent integrated with pay. sh, letting AI agents queue transactions for asynchronous hardware signing - @superteam partnered with @helius to provide free Developer and Business tier plans to members - @BlockRips opened its trading card marketplace with zero added fees, powered by @Collector_Crypt - @Beezie announced its ecosystem migration from Base to Solana, opening October 20 - @sanctumso teased native multisig security built on @multisig - @yugalabs brought its Mudwater TCG to Solana, featuring 120 BAYC art pieces across physical and digital editions @SuperteamIN’s Solana Summit India is 15 days out 📰 Milestones - Solana tokenized equity holders crossed an ATH of 1.4M unique addresses - 65% of tokenized stock volume on Solana occurred outside traditional U.S. market hours - Solana ranked #1 for stablecoin transfers with 557M in September, up 33% from August - @xStocksFi crossed $7.5B in cumulative trading volume on Solana - @Ondo surpassed $500M in tokenized real-world assets on Solana - @kamino lend’s tokenized stock supply grew 15x year-over-year, rising from $3M to $50M - @xStocksFi’s $NVDAx crossed 180K holders - Sunrise listed and Backpack issued $SPCX crossed 86K holders and $1.5B in cumulative volume - Solana captured 61.5% of all cross-chain TCG gacha spending in Q3 - @crediblefin processed over $1B in payment volume on Solana If you enjoyed this week’s newsletter, please share it with an RT.

Stablecoins have evolved far beyond trading, DeFi, and retail cards. According to @coingecko's latest report, enterprise B2B settlements have officially taken over as the primary growth engine for digital fiat. 🚀 Dive into the key takeaways below 🧵👇

JUST IN: 65% of tokenized stock activity on Solana happens outside US market hours.

Wall Street Is Moving Onto Solana: 15 Tokenization Headlines This Week 🏛️ 1. @Securitize: Securitize Stocks are live on Solana. 12 U.S. stocks (AAPL, NVDA, TSLA, MSFT, more), backed 1:1 and settled in USDC. 2. @xStocksFi: passed $7.5B in Solana trading volume, with 800K+ holders and 1,000+ assets. 3. @solana: now hosts 2,000+ tokenized equities, and the count keeps climbing. 4. @solana: 1M+ tokenized stock holder wallets in September, on $4.4B volume. Supply hit $684M, up 47% in 3 weeks. 5. @BackpackOnchain: Backpack Securities reached $5B in tokenized asset volume in 4 months, across 73 equities. 6. @BackpackOnchain: $SPCX did $80M+ in volume after Friday's close, the most-traded tokenized stock on Solana this weekend. 7. @BackpackOnchain x @sunrise: launched $RIOT (Riot Platforms) and $RACE (Ferrari), both redeemable 1:1 for shares. 8. @xStocksFi: $STRCx (Strategy's STRC preferred) is now DeFi's largest tokenized equity, powering yield markets on Pendle and Exponent. 9. @2WA_Official x @osldotcom: put the USDGO Plus SP market-neutral fund onchain on Solana for HK professional investors. 10. @launchonsf: Stonkfun passed Axiom to become Solana's #2 revenue protocol over 30 days. 11. @solana: DeFi venues hold $93.7M in tokenized stock deposits, the most of any major chain (about 7% of a $3.7B market). 12. @DGLD_Official: brought tokenized gold from Swiss refiner MKS PAMP to Solana. 13. @onrefinance: $ONyc hit an all-time high of 9,178 holders (+235 in 7D), #2 among tokenized fund issuers for holder growth. 14. @formation_so: Orca and Loopscale teamed up on a capital formation network for tokenization. 15. @Stocklana: its tokenized equity hackathon drew 604 builder submissions. Which of these moves the needle most? 👇

Excited to see USDGO Plus SP brought onchain on Solana with 2WA @2WA_Official! Built on our $1.2B+ US federally regulated stablecoin and distributed by OSL to eligible professional investors in Hong Kong, this marks a major leap forward for institutional, yield-generating RWA solutions.

ICYMI: 2WA has brought USDGO Plus, the first market-neutral fund built on the USDGO stablecoin, onchain on @Solana. OSL tokenized the fund and handles custody and distribution for professional investors in Hong Kong.

BREAKING: @2WA_Official brings USDGO Plus SP onchain on Solana The first market-neutral digital asset fund built on USDGO, the $1B+ US federally regulated stablecoin. Tokenized and distributed by @osldotcom for eligible professional investors in Hong Kong