Jito

Buffalu argues tokenized equities represent Solana's biggest expansion opportunity, shifting the chain from cyclical memecoin revenue to durable equity volume. As of June 23-24, tokenized assets flipped memecoins in spot volume (17-19% vs 9-12%), and equity traders will demand institutional-grade infrastructure—market makers, perps, and oracles—that benefits all on-chain assets. The venue concentrating liquidity for serious traders across spot, perps, and basis trades owns the flow that re-rates the chain.

Anders, a five-year Solana builder, argues Solana is entering a "Cambrian moment" across the entire stack. Network improvements like Firedancer and Alpenglow will cut finality to 150ms, while programmable AMMs, RFQs, and order books enable efficient trading of tokenized equities, bridged assets, and exotic RWAs on a single chain. SOL faces simultaneous disinflation via SIMD-550 and potential burns via SIMD-553, positioning it to win if even a fraction of these developments materialize.

Brian argues Solana must dominate onchain derivatives to capture the hidden opportunity of "Sunday"—when traditional finance traders turn to crypto venues because Wall Street is closed. While perps currently generate substantial fees (Hyperliquid measures closer to a billion), the real prize is becoming the gateway that brings trillions in TradFi assets onchain through tokenized commodities, macro derivatives, and pre-IPO equities. Jito's JTX addresses this by launching spot trading in July followed by perps integration, but Solana wins only when multiple high-quality venues create critical liquidity depth across asset classes.