The "Internet Moment" for Capital Markets, and why Solana is positioned to capture the Lion's share: • The stage is set for a new financial "operating system" • Global adoption and regulatory tailwinds • Solana as a proven blockchain technology under meaningful duress A Thread 🧵 Let's get into it👇
1/9 Global capital markets are entering their internet moment. In the same way that digital networks reshaped media and commerce into 24/7, borderless systems, tokenization is now converting finance into software infrastructure. The existing financial infrastructure built around custodians, clearing houses and transfer agents still rely on manual and fragmented processes. By 2033, between $12.5 and $23.4 trillion dollars of financial assets are expected to be tokenized. What is changing is the core operating layer of finance.
2/9 Global financial assets exceed $500 trillion dollars, yet most markets function for 40 hours per week, with settlement cycles still anchored to T1 and T2 with country-specific rails and regulations. Equities, bonds, credit and real estate each clear through separate pipes, creating unnecessary cost, delay and opacity. Tokenization connects these isolated markets into a single, always-on network where assets can move in seconds instead of days.
3/9 The regulatory and technological foundations are starting to align to enable institutional frameworks for on-chain finance including: - MiCA in Europe - Hong Kong SFC tokenization guidelines - Singapore's Project Guardian - Federal Reserve's Project Cedar This is gradually turning tokenization from a science experiment into the next generation of capital markets infrastructure.
4/9 Among Layer-1 blockchains, Solana is one of the first to match the requirements of large-scale market operations under sufficient duress. Blocks are produced roughly every 400 milliseconds, the network processes 2,000 to 4,000 transactions per second today, with a roadmap toward 1 million TPS and beyond. Execution, custody and settlement occur in a single computational environment, reducing the number of intermediaries between an order and its final state. Orders from Tokyo can be filled instantaneously in NYC.
5/9 The numbers don't lie. In Q2 2025, Solana generated around $271 million in network revenue and processed 3.5 billion transactions in July. Transaction activity and fees are representative of user demand for blockspace, the on-chain equivalent of trading and clearing fees on traditional exchanges.
6/9 Additional metrics clarifying the scale of this adoption: • More than 60% of new tokens across all chains are created on Solana each month • USDC records approximately 18 million monthly transfers on Solana • Adjusted for executed orders, Solana now processes more monthly transactions than NASDAQ, Euronext and CME Group combined In practice, Solana’s throughput is competing with that of established global venues.
7/9 Every transaction reinforces the value of the underlying network. Fees and priority tips accrue to validators, while staking rewards, currently around 7% nominal and roughly 2.5 percent real, are distributed to SOL stakers. This creates a flywheel: usage > fees > yield > demand > security > further usage. Economically, Solana functions as a self-financing ecosystem, with a yield-bearing monetary system encoded directly into the network layer.
8/9 As this infrastructure matures, the distinction between Wall Street and on-chain starts to blur. Franklin Templeton’s BENJI fund, BlackRock’s 1.7 billion dollar BUIDL fund, Visa’s USDC settlement and PayPal’s PYUSD now operate directly on Solana. These are concrete examples of balance sheets and payment flows using blockchain rails for issuance, transfer and settlement in day-to-day operations.
9/9 Sharps Technology (Nasdaq: $STSS) sits at the junction between this new infrastructure and regulated capital markets. As market architecture shifts from fragmented ledgers to shared software, we offer a regulated way to own a share of the infrastructure underpinning Internet-era capital markets.
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