How Institutions Are Moving Onchain | Catherine Gu

Solana’s product lead maps a push to build an NASDAQ-like internet capital market—prioritizing institutional tooling, privacy options, and concentrated liquidity.

Key Takeaways

Solana Foundation aims to build an internet capital market: a high-speed, NASDAQ-like public chain targeting hundreds of billions in on-chain liquidity over 5–10 years.
Institutional adoption is accelerating: regulatory clarity and CEO sponsorship spur pilots; SDP aggregation and a trading module are prioritized with a 6–9 month timeline.
Privacy on a public chain is a spectrum: Solana offers token extensions, confidential transfers, Contra private execution, private payment channels, and on-chain KYC via Attestation Services.
Developer privacy tooling: Solana NOR, a Rust-like ZK language replacing SACAM, enables native privacy-first DeFi and ZK workflows alongside MPC, FHE, and TE options.
Measure real economic activity: prioritize application and network revenue, liquidity velocity, and daily DEX volume/retail liquidity over raw TVL or transaction counts.
Monolithic composability concentrates liquidity: Solana’s design favors many-asset trading in one venue, reducing fragmentation and easing institutional distribution.

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