Opinion: Solana enters 2026 with RWA momentum, and institutionalization trend heats up

BlockBeats News, January 2 — Solana recorded a record-breaking real-world asset (RWA) tokenization activity by the end of 2025, injecting new momentum into development in 2026. Data shows that the on-chain RWA scale on Solana grew by nearly 10% month-over-month in December, reaching a new high of $873 million, with the number of RWA holders increasing by 18.4% to 126,000. Currently, RWA on Solana mainly consists of U.S. debt assets, including BlackRock’s BUIDL fund (about $255 million) and Ondo’s dollar yield products (about $176 million). At the same time, tokenized stocks from Tesla, Nvidia, and institutional funds are also accelerating their deployment on Solana. Solana is expected to become the third public chain after Ethereum (about $12.3 billion) and BNB Chain (over $2 billion) to surpass $1 billion in RWA scale. Bitwise recently pointed out that if the U.S. passes the CLARITY bill related to crypto market structure in 2026, the tokenization wave will accelerate, and Solana could become one of the biggest beneficiaries. Although SOL prices have still retreated from their all-time highs, a spot Solana ETF has been approved, attracting approximately $765 million in capital inflows. Meanwhile, Western Union has chosen Solana to build a stablecoin settlement platform, which is planned to go live in the first half of 2026, further strengthening its prospects for institutional adoption.