Solana — Page 3

With oil markets shut for the weekend, Monday’s crude reopen is the key cross-asset test for the muted crypto reaction.

A reported 180.9K SOL theft adds conditional near-term sell-pressure risk if the funds are cashed out.

The firm argues DeFi is “quietly re-rating,” but its market-cap index is 61% weighted to Hyperliquid’s HYPE.

Modeling of NIST’s ML-DSA-44 implies blocks could fit roughly 500–700 transactions without mitigation.

Open interest around $344.6M alongside the Q2 print points to liquidity rotating venues, not exiting derivatives.

Traders are mapping a $1.62–$2.00 upside zone, but higher-timeframe structure and volume signals stay mixed.

RWA.xyz data shows distributed value rose to $2.16B and holders topped 409,000 as platform growth concentrated in a few issuers.

Oil rose more than 2% to $72.27 and DXY held above 101.00 as ETH, XRP, and SOL fell 1%–2.3%.

The bounce was tied to a bearish squeeze and softer U.S. data, with the next inflation print set as the follow-through test.

Ethereum’s Glamsterdam and Solana’s Alpenglow target major mechanics changes, while Bitcoin lacks an agreed activation path.

New rules gate proposal creation at 100,000 delegated SOL and require 15% active-stake endorsements to reach a vote.

The bank also spotlights Hyperliquid-style fee capture and initiates coverage on FWDI and CYPH as treasury operators.

The advisory pact targets an Alatau “Crypto Cluster” pilot zone while a reported $6B roadshow pipeline remains unverified.

Coinglass data showed BTC on track for a second straight red quarter as major altcoins fell harder on the week.

Back-to-back moves split market framing between EF stress signals and a leaner, more decentralized R&D stack.

SpaceX stock perpetuals also climbed to $812M notional open interest, concentrated on Hyperliquid and Binance.

SkyAI let a $1.55-per-share proposal expire without responding as Forward sits on a large SOL drawdown.

One target declined and the other did not respond as FWDI leans on scale and a late-June Russell inclusion catalyst.

X402 usage is still largely USDC on Base and Solana, and Ripple disclosed no production XRPL volumes.

He pegged post-peak redemptions at roughly $9B while noting SOL, XRP and Hyperliquid ETFs are still adding assets.