Solana Gains Momentum in 2026 as Tokenized Assets and ETFs Drive Growth

• Solana's tokenized real-world assets (RWAs) and decentralized applications have attracted over $873 million in assets, driven by growing demand for tokenized equities and commodities.
• The launch of Solana spot ETFs in late 2025 has brought in more than $61 million in inflows, signaling increased accessibility for traditional investors.
• A lawsuit involving Solana Labs and key ecosystem projects has been expanded, alleging unfair practices in meme coin launches, which could introduce legal and reputational risks.

Solana has positioned itself as a leading blockchain for tokenized assets, with over $873 million in RWAs currently on the network. The platform is seeing strong interest in tokenized U.S. Treasuries and public equities, with tokenized stocks like TSLAx and NVDAx gaining traction among both retail and institutional investors. Tokenization is supported by Solana's high-throughput, low-cost infrastructure, which enables real-time settlement and 24/7 trading.

The Solana stablecoin market has also grown significantly, reaching a $15 billion market cap. USDC dominates with over 65% of the market share, while Tether and PayPal USD also contribute to the network's liquidity. The broader Solana ecosystem has seen a 14.1% week-over-week rise in market cap to $75 billion, with rising TVL, daily transactions, and DEX trading volume indicating organic growth.

Institutional adoption has increased, with $670 million in inflows from U.S. Solana ETFs since 2025. Total value locked (TVL) on Solana now exceeds $13.2 billion. The network's price action has shown consolidation above the $130 support level, with technical indicators suggesting bullish momentum. However, a breakdown below $120 could trigger a potential descent to $111–$100.

The tokenized equities market on Solana has surged, with xStocks assets under management (AUM) reaching $186 million in late 2025. Tokenized stocks allow for 24/7 trading, fractional ownership, and instant settlement, which is attracting a new wave of investors. Additionally, Solana-based platforms like Manifest Trade have introduced innovative products like Destiny Vaults, which offer liquidity providers higher yields and deeper market access.

What Is Driving Growth in Solana's Tokenized Assets?

The growth in Solana's tokenized assets is driven by rising demand for tokenized real-world assets (RWAs) and decentralized applications (dApps). Over $4 million in daily revenue has been generated by revenue-generating dApps on the network. Tokenized U.S. Treasuries and equities are a major component of this growth, with Solana's infrastructure enabling efficient and transparent trading.

The tokenized equity market on Solana has gained traction, with platforms like xStocks allowing for fractional ownership and real-time settlement. This has expanded access to traditional assets and attracted both retail and institutional investors.

What Are the Risks and Challenges Facing Solana in 2026?

The ongoing lawsuit involving Solana Labs and related entities poses a notable risk to the platform's reputation and growth. The lawsuit, which has been expanded in late 2025, alleges unfair practices in meme coin launches. If the plaintiffs win, it could damage Solana's ecosystem and deter new projects from joining the network.

While the lawsuit introduces uncertainty, it is unlikely to derail Solana's long-term potential. The platform has demonstrated resilience in the face of challenges, such as withstanding a 6 Tbps DDoS attack, which has reinforced its reputation as a reliable infrastructure layer.

Technical indicators for Solana (SOL) suggest bullish momentum, with the price consolidating above $130 and RSI at 64. Analysts project that the price could test $135–$140 in early 2026 if the support holds. However, a breakdown below $126 could introduce bearish risks.

What Is the Role of Solana in the Evolving Blockchain Landscape?

Solana is emerging as a key player in the tokenization of traditional assets. The platform has surpassed Ethereum in the tokenized stock market, with a market cap of over $800 million. The network's ability to process high-volume transactions at low costs has made it an attractive option for tokenized equities, commodities, and real estate.

Institutional adoption is also growing, with major financial institutions like BlackRock and JPMorgan exploring tokenized products on Solana. This trend is expected to continue as more traditional assets are tokenized and integrated into decentralized finance (DeFi).

The broader trend of real-world asset tokenization is gaining momentum, with major financial institutions and exchanges exploring tokenized products. This shift is being supported by regulatory progress and innovations in blockchain infrastructure, which are making it easier to tokenize and trade traditional assets.