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Who leads Solana staking for institutions?
The numbers make it clear.
GlobalStake delivered the highest staking performance on Solana:
Number 1 Q4 2025
Number 1 across all 2025
Self-owned bare-metal infrastructure.
For more information, you can reach out via email or DM.
The SEC’s innovation exemption gives tokenized US stocks a compliant onshore venue for the first time, with one key condition: tokens must carry the same rights as the underlying shares.
Our Head of Protocol Partnerships, @ThePhunky1, told
The Intersection why this matters:
“Most tokenised stock activity grew up offshore, out of reach of US investors and US oversight.”
His take on what comes next:
-Global demand is already concentrated in US names, so the center of gravity shifts toward the US.
-Investors get real ownership, and issuers get control over who tokenizes their stock.
-Offshore wrapped and synthetic products now face a regulated alternative.
The tokenized stock market is still around $3.5B, but it grew nearly 5x this year. The five-year clock has started.
Read the full article: bit.ly/4A0QaSO
Cardano already has its savers
@OrlovSeny of @realfi_co points to more than $5B in ADA staked as a sign of a user base looking for yield, and explains why RealFi is adding an EVM component to reach beyond a single chain
Clip below
Full episode with Seny on yield-bearing stablecoins, Cardano and more:
youtu.be/SDLwzuXVTsM
GlobalStake retweeted
Catch up with our own @OrlovSeny and the @GlobalStake team on the latest episode of DecentraLounge as they dive into @realfi_co, Cardano stablecoins, and unlocking yield opportunities.
From building a 1:1-backed stablecoin to generating yields through emerging market strategies, get the inside scoop on what makes RealFi a game-changer. 👇
On this week's episode of DecentraLounge, we speak with Seny Orlov from @RealFi_co, an IOG incubated project that is building a 1:1 backed stablecoin for the Cardano ecosystem
Targeting 8-10% yields through various emerging market strategies, Seny explains what's under the hood
A stablecoin is only as good as what sits behind it.
@OrlovSeny of @realfi_co joined DecentraLounge to walk through how RealFi backs USDrf on Cardano: direct lending to real businesses, plus T-bills and money market instruments for liquidity.
Institutions ask the same question of every layer they touch. What is underneath, and who verifies it?
Full episode in the reply.
Watch the full conversation with Seny Orlov on yield-bearing stablecoins, Cardano and more:
youtu.be/SDLwzuXVTsM
Compute gets expensive. We own ours.
AI labs can grow into the bill. Everyone renting the same servers just pays the new price.
nitter.cf/ParadisLabs/status/211…
Anthropic's S-1 shows that revenue is speeding ahead of its compute costs.
> Revenue up ~31x in six quarters; compute costs up ~6x
> Q1 2025: compute spend was 251% of revenue.
> Q1 2026: revenue overtook compute for the first time.
> Q2 2026: compute down to 48% of revenue ($5.6B vs $11.6B).
Revenue from new model/product launches has more than offset Anthropic's rising compute costs.
Caveat:
> Bigger compute costs are coming: the SPCX deal alone is ~$3.1B/mth once fully delivered (expected Dec).
> A warning in the S-1 is that margins may compress as new capacity is expensed before revenue arrives.
On this week's episode of DecentraLounge, we speak with Seny Orlov from @RealFi_co, an IOG incubated project that is building a 1:1 backed stablecoin for the Cardano ecosystem
Targeting 8-10% yields through various emerging market strategies, Seny explains what's under the hood
2/ In proof-of-work, security comes from energy and hardware. In proof-of-stake, it comes from capital at risk.
Validators put assets at stake that can be penalized for misbehavior, which makes honest behavior the economically rational choice.
5/ For institutions, that changes the selection question.
It’s not only “what’s the yield?” but “what infrastructure is my capital securing the network with?”.
Rewards are the output. The infrastructure is the product.
1/ Staking is usually discussed as a yield product.
That framing misses what it actually is: the security layer of proof-of-stake networks.
When an institution stakes, its capital is helping decide which transactions are valid and in what order.
A thread!
Ask most staking providers how their validators are performing and you get one number: uptime.
For institutions, that isn’t enough.
A validator can be online 100% of the time and still miss rewards through late or incorrect votes. What the protocol pays for is completed duties.
Delegating validator operations transfers the work, not the accountability. Institutions should be able to see:
-Duty completion per validator: attestations, vote timeliness, proposals and misses
-Performance benchmarked against the network
-Defined alert thresholds and written post-incident reports
-Advance notice on upgrades and migrations
-Figures they can reconcile with on-chain data
If it matters to your risk, you should be able to see it.
For our second clip of this week's episode of DecentraLounge, we dig into how GO! will be using health tracking as part of its broader offering
As @optimalant points out, would we design banks the way they have been created and operated since their inception? People want more...
GlobalStake retweeted
This was fun. Got to speak about Go!’s goal of being everyone’s #1 2nd account. High yield, autonomous capital driven by a full our AI financial harness.
Proud to present the full episode of this week's DecentraLounge
Join us as we speak to @optimalant, Founder and CEO of GO!
Full episode link can be found in the first reply below
Be sure to like and subscribe to our YouTube channel for more great content!
Proud to present the full episode of this week's DecentraLounge
Join us as we speak to @optimalant, Founder and CEO of GO!
Full episode link can be found in the first reply below
Be sure to like and subscribe to our YouTube channel for more great content!








