Solana reclaimed the $100 level last week after months of consolidation below it, and although a later pullback took it back below that mark this week, demand continues to show notable resilience.

### Midweek rebound lifts the price back above $100

Solana staged a midweek rebound, pushing the price back above the $100 level on Thursday to trade at $103 at the time of writing. The coin had slipped to $97 on Wednesday before buyers regained control, in a notable result that shows investors were not eager to take profits, but remained optimistic about further upside.

If this momentum continues, Solana could enter another sharp bullish phase that may drive it toward the next nearby resistance zone at around $148. This renewed confidence appears tied to recent activity on the network, especially in the area of tokenized real-world assets.

### Tokenized Stocks Hit New Record Highs

Real-world assets on the Solana network, especially tokenized stocks, are in the spotlight this week after their value on the network grew significantly over the past 12 months. After the value of tokenized stocks on the network reached about $62.58 million at the beginning of September 2025, it surged to $725.9 million by September 4, 2026, according to Token Terminal data, marking a new record for this sector.

Circle, the stablecoin issuer, topped the list of tokenized stocks on Solana with a market capitalization of $73.3 million, followed by Tesla in second place with $67.5 million, and MicroStrategy in third with $59.4 million.

These tokenized securities have significantly energized the Solana ecosystem; the analyst known as Solana Sensei noted that lending protocols operating on the network have so far received $60 million in deposits from tokenized securities, which may have contributed to a notable recent rise in non-voting transactions on the network.

### The Market Value of Tokenized Funds Exceeds $2 Billion

Alongside the growth in stocks, tokenized funds are also gaining popularity on the Solana network, becoming one of the fastest-growing real-world asset sectors. According to Token Terminal, the market value of tokenized funds rose to $2.1 billion at the time the data was observed, the highest level recorded so far, adding another record achievement to the network’s tally. For comparison, this value was below $200 million at the start of 2025, while BlackRock’s BUIDL fund accounts for the largest share of the sector at $937 million.

By contrast, commodities represented the smallest real-world asset sector on Solana, with a total market capitalization of just $33 million, while stablecoins stood on the other end of the spectrum with a massive market capitalization of $14.9 billion. However, it is worth noting that stablecoins recorded the lowest growth rate so far this year, even though they remain one of Solana’s largest sources of revenue, since the vast majority of activity on the network relies on stablecoins to move liquidity.

Overall, Solana continues to cement its position as one of the biggest players in the tokenized real-world asset sector, while analysts see this sector as still in its early stages, meaning expectations for further growth over the next few years.

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