Don’t just stare at short-term price swings—go see who Wall Street is treating as infrastructure.

The SEC has just granted a five-year “innovation exemption” for tokenized U.S. stocks. At the roundtable, Solana was named alongside Ethereum as one of the two leading on-chain infrastructure candidates for the stock market. Once the compliance channel is loosened, the tokenized stocks traded on its chain have already reached several billion dollars in daily trading volume.

The demand side has connected to Wall Street, but the chip supply side is tightening: currently, more than 439 million SOL are staked on-chain, accounting for nearly 70% of the circulating supply.

With an off-exchange mandate providing a reason to enter compliantly, inside the market, 70% of the chips are collecting yield and refusing to leave the table. With this supply-demand scissors gap alone, there’s no real reason to justify selling it during short-term volatility.

#SOL