The "NASDAQ of the Future": How Solana is Winning the Institutional Crypto Race w/ Catherine Gu

Catherine Gu explains how Solana is building the “internet capital market”—fast, composable infrastructure for stablecoins, tokenized real-world assets, institutional onboarding, and AI payments.

Key Takeaways

Solana is monolithic and fully composable, designed for high-speed, resilient financial apps aiming to host payments, bonds, equities, commodities, and billions of users.
Permissionless design plus retail liquidity (NFTs, memecoins) attracted market makers, creating deep on-chain liquidity, low slippage, and growing institutional trading interest.
Stablecoins drive growth: issuers span crypto-native firms to banks; expect diverse stablecoin and tokenized-deposit models, potentially trillions in on-chain liquidity by 2025–27.
Tokenization of RWAs will accelerate in 2026–27—money markets, corporate bonds, private credit, real estate, commodities, and receivables will unlock new liquidity and products.
Solana Developer Platform (SDP) launches API-driven tooling for enterprises—issuance, payments, soon trading—integrated with 23 infrastructure providers to speed onboarding.
Solana is targeting AI and agent-payment use cases via integrations (MPP, Tempo), ecosystem investments, and tools to attract AI-native startups and scalable agent services.
Practical takeaways: businesses can accept USDC/USDT on-chain to bypass banks; crypto tax/reporting remains complex (SUM offers IRS-ready reports); privacy vs. utility tradeoffs persist.

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