Solana Usage Is Exploding... When Will SOL Follow?
Спикеры
Rebecca Rettig
— Директор по правовым вопросам и политике, Polygon Labs
Rebecca Rettig discusses crypto regulatory clarity, including the Clarity Act's status and expected SEC/CFTC action. She then covers Solana's rising usage and why SOL price remains disconnected, before detailing Jito's ecosystem: JitoSOL institutional adoption, the JTX non-custodial trading interface, and JTO token fee alignment and buyback/burn plans. The main market implications are a constructive setup for Solana, JitoSOL, and JTO.
- Clarity Act missed a pre-recess vote but has a September 15 procedural vote and ongoing lobbying; Polymarket odds were around 35%.
- SEC/CFTC Project Crypto is expected to provide more crypto regulatory clarity, including possible token sale and investment contract rulemaking.
- Solana transaction volume and on-chain DEX/prop AMM usage are rising while SOL price remains disconnected.
- JitoSOL institutional adoption is driven by proactive compliance, securities classification work, tax guidance, and existing ETF inclusion.
- JTX is Jito's new non-custodial on-chain trading interface aimed at retail and expanding Jito's market/trading layer.
- JTO token economics include 80% of JTX fees going to the DAO, other fee streams, and a proposed buyback/burn program.
- TradFi banks may accelerate crypto innovation once regulatory clarity improves.
Идеи
Solana usage rising while SOL lags.
Solana transaction volume and network usage are climbing again, with activity shifting away from centralized venues toward on-chain decentralized exchanges and prop AMMs. Solana was built for high-throughput internet capital markets, but the SOL token price has not yet reflected this on-chain utility; she views this as an upcoming evolution in how token prices incorporate usage, making it a key setup to watch.
JitoSOL institutional adoption driven by compliance.
JitoSOL has gained institutional adoption because Jito proactively answered institutional legal/compliance concerns: it was the first private company to engage the SEC crypto task force in February 2025, published a securities classification report and tax treatment guidance, and JitoSOL is already included in an ETF. Jito also expects further ETF innovation, including potential qualification under new rules allowing 15% other digital commodity exposure.
JTO captures fees and planned burns.
JTX is Jito's newly launched non-custodial, fully on-chain trading interface that brings Jito's institutional-grade infrastructure and trustworthy execution to retail. It is built on Solana's market structure and aims to offer broad asset choice, price transparency, and low slippage, with a roadmap that includes on-chain equities; this expands Jito's consumer/trading layer and can drive more fee-generating activity into the Jito ecosystem.
Далее
This Milk Road Macro video, published August 12, 2026, features Rebecca Rettig discussing SOL, JITOSOL, JTO. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Rebecca Rettig · Tickers: SOL, JITOSOL, JTO