@yuedouhua
Post-New Year 2026, Solana ecosystem funds are focusing on institutional-grade real-world utility.
Key investment directions include:
Real-World Assets (RWA) tokenization — Solana leads with tokenized treasuries, equities, and funds (e.g., State Street's SWEEP fund, Ondo launches), driving massive TVL growth.
Stablecoins explosion — Major players like Western Union debuting on Solana, targeting trillion-dollar scale for payments and remittances.
DeFi & Internet Capital Markets — Enhanced by Firedancer upgrades (1M+ TPS), prediction markets, and high-speed trading.
Institutional inflows — Via spot ETFs (resilient despite volatility) and tokenized products from Fidelity, VanEck, etc.
The shift from meme-driven speculation to sustainable revenue and TradFi integration positions Solana as the premier high-throughput chain for 2026.