2026-01-18 21:34:07

The buzz has shifted. While information-centric protocols fade from spotlight, market momentum is elsewhere—and the numbers back it up.

Solana's been on a roll with fresh token launches dropping regularly. Meanwhile, Real World Assets just crossed the $1 billion TVL milestone, marking a major shift in how traditional value flows into blockchain infrastructure. And now institutional players are getting serious: a major global brokerage has activated around-the-clock funding capabilities, signaling that 24/7 market cycles are becoming standard.

Here's the rundown of what's shaping the current cycle:

🔹 Ecosystem Expansion: Multiple protocols across different chains keep rolling out new assets, from gaming tokens to DeFi instruments

🔹 RWA Breakout: Crossing $1B TVL isn't just a number—it represents institutional confidence in tokenized real-world assets

🔹 Institutional Gatekeeping: Continuous funding availability removes friction from traditional finance's entry into crypto markets

The narrative's clear: protocols compete on utility, not hype. Chains like Solana are attracting builders faster than ever. And the infrastructure—both on-chain and off-chain—is maturing to handle institutional flows.

What used to require market-specific arbitrage windows is now a continuous flow. That's the real story unfolding right now.

SOL-5,88%

DEFI-3,75%

RWA-0,09%

FLOW-4,83%

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degenwhisperer

· 14h ago

RWA breaking the circle is really happening, but is this wave of institutional entry truly genuine or just another short trap? Solana is launching new tokens every day, is the ecosystem exploding or just a bubble piling up, who the hell can tell? Institutional players are starting to trade 24/7, and it's making me sleep poorly, hhhh

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ChainMaskedRider

· 14h ago

RWA surpassing one billion is indeed a signal, but will institutions really come in on a large scale? Or is this just another prelude to a new round of harvesting...

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QuorumVoter

· 14h ago

Hey, RWA breaking the circle is indeed quite interesting. It feels like traditional finance is finally taking blockchain seriously. How long the hype around SOL can last is the real question. I'm afraid it's just hype again. 24/7 financing like this, with institutional entry schedules fixed, ends up squeezing out arbitrage opportunities. Saying it's about utility rather than hype sounds nice, but I still see a bunch of trash coins launching. Breaking 1 billion in RWA is just the beginning; there are still many regulatory and compliance hurdles ahead. There are indeed many Solana builders, but the quality of ecosystem projects varies greatly.

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4am_degen

· 14h ago

RWA surpassing one billion is truly the key; traditional finance is finally entering the space The Sol ecosystem is gaining momentum that no one can stop, with new tokens being launched every day Institutional entry nonstop for 24 hours; this is the real signal of a reversal

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LightningAllInHero

· 14h ago

RWA breaking 1 billion TVL really can't be held back anymore, traditional finance has fully entered Once institutions start 24-hour financing, this is the endgame signal Solana really benefited from this wave, but it still depends on how long it can sustain The era of fools with lots of money is over, you need to see whose chain is truly used by people One billion is not the ceiling, the next billion is the real watershed The story of this cycle is utility taking the stage, pure meme projects should cool down Optimistic about the RWA track, but don't go all in, institutions cut leeks without blinking

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