SOLTRACER · The Catalyst Tracker

Suits onSolana.

Every Wall Street move on Solana, ranked by how deep the commitment goes, and measured against what SOL's price did next.

41 institutions · 34 moves tracked · prices through Nov 4, 2026
Latest big moveOct 22, 2026
J.P. Morgan Asset Mgmt steps onto Level 3: BuildingMONY and JLTXX tokenized money market funds go live on Solana via Morgan Money.
-3.2%SOL 24h after
$95.68SOL now
62Adoption Score
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01 · The forecast

Wall Street Weather Map

Left: how deep institutions have gone on Solana. Right: how SOL's price has reacted to their recent news. When the two split, that's the story.

Free
Institutional Adoption Score
Warming ☀
620100
Week over week▼ 1.8Institutions41At Level 3+31
Market Reaction · SOL after the news
Shrugging ☁
390100
Moves scored23Vs normalBelow
Build-vs-price gap
+23

Institutions are building faster than the price is reacting. Adoption Score minus Market Reaction.

SOL · Nov 4, 2026
$95.68
30d -21.3%
PBN Market Edge Top 20 average
61.0
Published reading, Oct 22, 2026
02 · Commitment depth

The Adoption Ladder

Each institution sits on the highest step it has reached. Watching is talk. Running is real money settling on Solana every day.

FreeSOLTRACER editorial rating
Stripex402 member
AWSx402 member
Linux Foundationx402 steward
01WatchingResearch, public comments, job posts, standards bodies3 tracked
AllfundsProject Harmonia
SBI HoldingsCorda → Solana
Shinhan Cardhackathon
KSNEThackathon
Anchorpoint FinancialNEW · HKD stablecoin · HK
Standard CharteredNEW · backer
xStocks (Kraken)NEW · tokenized IPO · ANTx
02TestingPilots, testnet, sandboxes, JVs7 tracked
Mastercardstablecoin settlement
Backpack SecuritiesSPCX
SunriseSPCX
Ondo Finance24/7 mint
Western UnionStablecard
Anchorage Digitalcard issuer
Visacard network
Sparkassen / DekaBankretail banking · DE
J.P. Morgan Asset MgmtMONY · JLTXX
Jump Tradingmarket maker
PrimeRevenuetrade finance · ETDs
Forest Roadcredit vault · sUSD-FR
Google CloudNEW · MPC custody
Mirae Asset SecuritiesNEW · tokenized notes
MarketnodeNEW · distributor
AlphabetNEW · own assets
BitGoNEW · custody staking
JupiterNEW · validator operator
Kamino x Backpack SecuritiesNEW · stock-backed loans
BlackRockNEW · model strategies
03BuildingTokenized funds, payment rails, custody20 tracked
U.S. spot SOL ETFslaunched Oct 2025
Bitwise BSOL~80% of inflows
GrayscaleGSOL in-kind
Solana Company (HSDT)treasury · HK
DeFi Development Corp. (DFDV)+5,346 SOL
04HoldingSOL on balance sheet, ETF inflows, treasuries5 tracked
MoneyGramvalidator
Kraken-linked validatorsvalidators
Galaxy-linked validatorsvalidators
CircleUSDC rails
Securitize$1.10B RWA
Alchemy$20M fund
05RunningValidators, infra, real settlement volume6 tracked
New in the last 7 daysNames only, no logos. Placement is SOLTRACER's editorial rating under the public rules in Methodology.
03 · Price action

Does Wall Street Move SOL?

SOL's daily price for the past year with every tracked institutional move pinned to the day it landed. Then the numbers: what SOL did next, and whether adoption and price move together.

Free
SOLNews coverage →$50$100$150DecJan ’26FebMarAprMayJunJulAugSepOctNov#2 Jun 3, 2026 · Mastercard · L3 Building2#3 Jun 12, 2026 · Backpack Securities · L3 Building3#4 Jun 22, 2026 · MoneyGram · L5 Running4#5 Jun 25, 2026 · Ondo Finance · L3 Building5#6 Jul 2, 2026 · Allfunds · L2 Testing6#7 Jul 20, 2026 · SBI Holdings · L2 Testing7#8 Jul 20, 2026 · x402 Foundation · L1 Watching8#9 Jul 29, 2026 · Google Cloud · L2 Testing9#10 Aug 12, 2026 · Western Union · L3 Building10#11 Aug 24, 2026 · U.S. spot SOL ETFs · L4 Holding11#12 Aug 27, 2026 · U.S. spot SOL ETFs · L4 Holding12#13 Aug 28, 2026 · Kraken-linked validators · L5 Running13#14 Sep 17, 2026 · SEC · L0 Policy14#15 Sep 25, 2026 · U.S. spot SOL ETFs · L4 Holding15#16 Oct 19, 2026 · Sparkassen / DekaBank · L3 Building16#17 Oct 21, 2026 · Circle · L5 Running17#18 Oct 21, 2026 · Securitize · L5 Running18#19 Oct 21, 2026 · Grayscale · L4 Holding19#20 Oct 22, 2026 · J.P. Morgan Asset Mgmt · L3 Building20#21 Oct 22, 2026 · Solana Company (HSDT) · L4 Holding21#22 Oct 23, 2026 · Alchemy · L5 Running22#23 Oct 23, 2026 · Securitize · L3 Building23#24 Oct 24, 2026 · Backpack Securities · L3 Building24#25 Oct 26, 2026 · PrimeRevenue · L3 Building25#26 Oct 26, 2026 · DeFi Development Corp. (DFDV) · L4 Holding26#27 Oct 26, 2026 · Forest Road · L3 Building27#28 Oct 28, 2026 · Mirae Asset Securities · L3 Building28#29 Oct 28, 2026 · Google Cloud · L3 Building29#30 Oct 28, 2026 · BitGo · L3 Building30#31 Oct 28, 2026 · Kamino x Backpack Securities · L3 Building31#32 Oct 29, 2026 · Ondo Finance · L3 Building32#33 Oct 30, 2026 · Anchorpoint Financial · L2 Testing33#34 Nov 4, 2026 · xStocks (Kraken) · L2 Testing34SOLNews coverage →$60$80$100$120$140May ’26JulSepNov2345678910111213141516171819202122232425262728293031323334

On mobile the chart starts May 2026; flag 1 (Oct 28, 2025) appears on the full chart on desktop.

L1 WatchingL2 TestingL3 BuildingL4 HoldingL5 RunningPolicyHover a flag for details
1Oct 28, 2025U.S. spot SOL ETFs
2Jun 3Mastercard
3Jun 12Backpack Securities
4Jun 22MoneyGram
5Jun 25Ondo Finance
6Jul 2Allfunds
7Jul 20SBI Holdings
8Jul 20x402 Foundation
9Jul 29Google Cloud
10Aug 12Western Union
11Aug 24U.S. spot SOL ETFs
12Aug 27U.S. spot SOL ETFs
13Aug 28Kraken-linked validators
14Sep 17SEC
15Sep 25U.S. spot SOL ETFs
16Oct 19Sparkassen / DekaBank
17Oct 21Circle
18Oct 21Securitize
19Oct 21Grayscale
20Oct 22J.P. Morgan Asset Mgmt
21Oct 22Solana Company (HSDT)
22Oct 23Alchemy
23Oct 23Securitize
24Oct 24Backpack Securities
25Oct 26PrimeRevenue
26Oct 26DeFi Development Corp. (DFDV)
27Oct 26Forest Road
28Oct 28Mirae Asset Securities
29Oct 28Google Cloud
30Oct 28BitGo
31Oct 28Kamino x Backpack Securities
32Oct 29Ondo Finance
33Oct 30Anchorpoint Financial
34Nov 4xStocks (Kraken)

Adoption vs price, week by week

Whether weeks with more institutional building line up with SOL's price, now or in the weeks that follow.

-0.16same-week link · none · Jun 1, 2026 – Nov 2, 2026
-1.0-0.5+0.0+0.5+1.0-0.16same wk-0.09+1 wk-0.38+2 wk+0.28+3 wk+0.24+4 wk
Takeaway: Same-week link is -0.16 (none). None of the time offsets is statistically reliable, so weekly institutional news does not reliably move or predict SOL's price yet.

Shaded band = no meaningful relationship. Faded bars are not statistically reliable.

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What SOL did next, by ladder level
The full breakdown of how SOL traded after every move, split by ladder level.
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Cumulative adoption vs SOL price

020406080100$100$150JanMarMayJulSepNov020406080100$100$150FebMayAugNov
SOL price (left axis)Cumulative adoption (right axis)
04 · Latest moves

The Tape

The three newest institutional moves are free. Pro unlocks the complete history with sources and CSV export.

Free
DateInstitutionMoveLadder levelSOL 24hSOL 72h72h vs normal
Nov 4xStocks (Kraken)xStocks to tokenize Anthropic's IPO: ANTx, backed 1:1 by listed Anthropic shares, is listed as pending on Kraken IPO Access for eligible non-U.S. users and arrives on Anthropic's listing day; no IPO date set yetL2 · Testingpendingpending—
Oct 30Anchorpoint FinancialSigns an MOU with the Solana Foundation to bring HKDAP, its licensed Hong Kong dollar stablecoin backed by Standard Chartered, to Solana with native minting and redemption; no launch date yetL2 · Testing▲ 0.8%▼ 1.0%-0.8 pp
Oct 29Ondo FinanceBrings all seven Ondo Intelligent Portfolios (single-token baskets of tokenized stocks and ETFs, three built on BlackRock model strategies) to Solana for eligible non-U.S. investorsL3 · Building▼ 6.7%▼ 6.7%-6.5 pp
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Complete move history
Every tracked move since the first SOL ETF launch, with disclosed dollar size, SOL reaction and a source link for each. Download as CSV.
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05 · Pro analysis

Build-vs-Price Gap, weekly

Where institutions are building and the market isn't paying attention yet: the Hype vs Real Money map plus weekly opportunity callouts.

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Weekly Build-vs-Price Gap analysis
The Hype vs Real Money map and callouts on moves SOL under-reacted to, updated every Friday.
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06 · Pro alerts

Catalyst Alerts

Get an email the moment a new institutional move lands on the ladder. Push notifications in the SOLTRACER app are coming soon.

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Catalyst Alerts by email
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SOLTRACER Pro

Everything on this page, the moment it moves.

  • Full price-reaction breakdown by ladder level
  • Complete move history with sources + CSV
  • Weekly Build-vs-Price Gap analysis
  • The Crowd Tracker: retail catalysts + social trends vs SOL
  • Catalyst Alerts by email (app notifications coming soon)
  • Friday refresh first
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07 · Pro · The Crowd Tracker

The Crowd Tracker

The retail side of Solana, filtered hard: only verified catalysts with real social momentum and a real price reaction.

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The Crowd Tracker · Pro
  • Retail Heat gauge: how engaged the crowd is with Solana right now
  • Vetted retail catalysts tied to how SOL actually moved
  • Social momentum vs price timeline
  • Editor picks, clearly marked
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08 · How we score

Methodology

  • The Adoption Ladder. Every institution is placed on a five-step ladder, from Watching to Running, based on verifiable public actions. Institutions only move up on real, documented commitments, and placement is SOLTRACER's editorial rating.
  • Institutional Adoption Score. A single 0–100 reading of how deep tracked institutions have gone on Solana. 100 would mean every tracked institution is running infrastructure on Solana.
  • Market Reaction. A 0–100 reading of how SOL's price has responded to recent institutional news compared with its normal behavior. Above 50 means the market is rewarding the news; below 50 means it is shrugging it off.
  • Price analysis. We measure what SOL did after each move against what it typically does, and track whether adoption and price move together over time.
  • Sources. Every move is backed by public reporting and linked sources such as company releases and fund disclosures. The Market Edge figure is the published PBN reading.
  • Limits. 34 tracked moves is a small sample, and correlation is not causation. Macro, ETF flows and crypto-wide moves drive most of SOL's price. Not investment advice.
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Free edition · Data through Nov 4, 2026 · Updated 2026-11-04 · Not investment advice