#Solana平台发展 The data signals from Solana Breakpoint are worth paying attention to. The conference revealed several clear on-chain opportunities:

First is the acceleration of the stablecoin sector. Multiple stablecoin projects such as JupUSD, USDGO, and TER have launched intensively, reflecting real capital demand — trading volume on Solana is already three times that of Binance, a scale sufficient to support multiple stablecoins coexisting. The key is to watch the subsequent depth of trading pairs and capital flow.

Second is the shift of asset tokenization from "concept" to "implementation." For example, Figure issuing equity natively on Solana, Paxos applying for a clearing agency license, and Galaxy choosing to tokenize its own stock on-chain — these are not gimmicks but genuine capital decisions. With the significant reduction in on-chain rent costs (via SIMD-0389 plan) and account creation fees potentially decreasing tenfold, infrastructure costs are being optimized, which will directly lower the barriers for institutional entry.

The third signal is the continuous突破 of performance ceilings. The block computation limit has increased from 48 million compute units to 100 million next year, and SOL-USD trading volume is becoming highly competitive — this indicates the network is truly being used, not just a game of existing capital.

Risks to watch out for: the numerous stablecoin projects may lead to liquidity fragmentation; ultimately, it depends on who can concentrate trading volume. Asset tokenization still relies on regulatory clarity, and policy changes could alter the entire narrative.