TL;DR

Stablecoin supply on Solana increased by $900M, reflecting capital movement and real usage for financial instruments.
Solana leads in tokenized equities ($800M) and RWA growth (+17%), showing adoption beyond speculation.
The network’s daily active addresses jumped 55% YTD, outpacing Ethereum, with SOL price up 8% in 2026.

The market no longer treats stablecoins as a simple safety net. Flows now map how capital positions across chains. Within that map, Solana (SOL) stands out: on-chain data shows a US$900 million increase in stablecoin supply on Solana, a gain that outpaces other L1 networks and arrives alongside evidence of real usage rather than idle balances.

First, tokenized equities on Solana now hold a combined value near US$800 million, the highest tally among major networks. Second, real-world assets (RWA) on a 30-day view advance by 17%, leading the top three chains. Together, those trends point to on-chain demand tied to financial instruments that require low friction and reliable settlement.

Daily Active Addresses—with emphasis on new wallets—jump 55% year-to-date, while Ethereum (ETH) shows roughly 0.3% over the same period. In price terms, SOL gains 8% so far in 2026, roughly double ETH. The weekly chart still flags a hurdle: US$145 concentrates sell orders and calls for confirmation with sustained volume before any durable advance.

Stable liquidity, adoption, and an operational driver

Fresh liquidity lands next to events that matter for market plumbing. Jupiter introduces an on-chain stablecoin integrated with DCA orders, swaps, and trading rails. In parallel, Morgan Stanley files for a spot SOL ETF in the United States. The first development deepens dollar-based activity inside Solana; the second strengthens access for institutions seeking price exposure through regulated wrappers.

Desks read the overlap as a capital pulse: stablecoin inflow, product rollout, and RWA usage moving in tandem. The operational thesis remains straightforward. When stablecoin supply funds live markets and applications with measurable usage, liquidity pushes the order book upward once offers thin out near known levels.

US$145 acts as immediate resistance. Buyers aim for a daily close above that area with follow-through in volume to avoid failed breakouts. Below that band, prior ranges continue to provide support, while traders watch order-book depth and slippage during bursts of demand.

Portfolio managers keep rules simple

Define invalidation just under nearby supports. Avoid chasing elongated candles without visible depth. Scale out into strength near labeled supply zones, then recycle risk only after fresh confirmation appears. For monitoring, flows into RWA, tokenized equities, and payment activity around Jupiter serve as practical gauges of usage rather than narrative.

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Filed under: News - @ January 8, 2026 6:22 pm