DeFi adoption of Ondo tokenized stocks is now live and powered by Chainlink as the official data oracle.
Institutional-grade pricing for QQQon, TSLAon, & more unlocks onchain equities as high-quality collateral across DeFi.
With deep TradFi liquidity + reliable oracle data, Ondo tokenized U.S. stocks can now power lending, borrowing, and structured products onchain - starting with vaults on @eulerfinance, risk-managed by @SentoraHQ and secured by @chainlink.
This is the first time tokenized stocks are available for use as collateral on @ethereum DeFi.
MY 3 BIGGEST TAKEAWAYS FROM $GOOGL EARNINGS
1. Search is not breaking under AI but bending in a favorable way
The most underappreciated data point in the quarter was Search grew 17% YoY (fastest pace since early 2022) at the same time Gemini usage + AI Overviews are scaling. That tells you AI is not shrinking the search business but reshaping demand in a way that improves query quality & ad relevance instead of cannibalizing it.
2. Google Cloud is on fire
Cloud grew 48% on a $70B+ run-rate business with operating income more than doubling & margins near 30% while the backlog is jumping to $240B (+55% QoQ) shows AI workloads are pulling forward multi-year demand. The growth is coming from Google selling a full stack from chips to models to platforms to agents which creates multiple revenue layers as usage scales.
3. Google capex number is a neon sign that demand is outrunning current supply
The stock faded because the market is focused on supply constraints & near-term margin pressure. Google is building out data centers & buying massive amounts of compute while management said capacity across chips & power remains tight. The 2026 capex guide blew past expectations which adds uncertainty around timing but the bigger signal is that demand for AI is strong enough to justify this level of spend. About half of next year’s AI compute is going toward Cloud customers meaning a large portion of this investment is aimed at external, revenue-generating demand.
In a landmark first, Ondo has received EU regulatory approval to list the first round of Ondo tokenized stocks and ETFs.
500 million investors across 30 markets in the EU and EEA can now access Ondo tokenized stocks and ETFs, including:
✅ GOOGLon
✅ AMZNon
✅ NVDAon
✅ CRCLon
✅ METAon
✅ MSFTon
✅ AAPLon
✅ TSLAon
✅ QQQon
The approval follows the November approval of the Ondo Global Markets Base Prospectus by the Financial Market Authority Liechtenstein, a recognized European regulator with passporting rights across the EU and EEA.
Ondo Global Markets is already the largest tokenized equities platform globally with $550M+ in TVL, $9B+ in cumulative volume, the most integrations, and tens of thousands of holders.
BlackRock on why Ondo’s tokenization model is the gold standard:
“I think you guys have put out a gold standard type of tokenized price representation.”
Introducing Ondo Global Listing.
IPO stocks, tokenized on day one.
Millions of investors worldwide have historically been restricted from accessing US IPOs. Ondo Global Listing enables U.S. stock IPOs to be brought onchain in near real time the moment they list, making them available across popular blockchains from day one through the Ondo Global Markets platform.
Now, wallets, exchanges, and blockchains can provide access to day-one IPO exposure onchain to their millions of users globally with tokenized stocks that are permissionless, transferable, and designed for stablecoin-like composability across the most widely used blockchain ecosystems.
Top 10 x402 related projects on Solana
The x402 narrative on Solana is accelerating into 2026, driven by AI agent micropayments, autonomous transactions, and growing facilitator volume
1. @PayAINetwork (PayAI / PAYAI)
Leading Solana x402 facilitator and decentralized AI agent marketplace. Enables autonomous agent hiring/payments via x402; high volume and consistent top performer.
2. @dexteraisol (DEXTER)
AI-powered trading/agent tool and x402 facilitator on Solana. Handles autonomous trades/payments; frequently tops gainers and volume charts.
3. @daydreamsagents (DREAMS / Daydreams Agents)
AI agent framework with x402 payment enforcement (spending limits, cross-chain). Key infrastructure for agent economies; strong trending mentions.
4. @x4PayCore (X4PAY)
Core x402 payment infrastructure for seamless agent-to-agent flows on Solana. Recent top gainer.
5. @radrdotfun (RADR)
Privacy-first payments and identity stack for x402 (ZK proofs). Enables private agent transactions; consistent in gainers lists.
6. @CollabraChain (COLLA)
Hackathon winner migrating to Solana for autonomous agent collaboration. Builds distributed AI agent swarms with x402 integration for orchestrated problem-solving.
7. @relayaisolana (Relay AI / REL)
AI relay infrastructure supporting x402 communications and payments for agents.
8. @zauthx402 (ZAUTH)
Multimodal AI platform for agentic security/testing x402 endpoints. Underrated with recent strong performance.
9. @opus_universe (OPUS)
Trending agent project. Autonomous AI agents integrating blockchain/social layers; hackathon participant with x402 for agent-to-agent transactions.
10. @JatevoId (Jatevo ID / JTVO)
Verifiable identity layer for AI agents in x402 payment flows.
Solana Breakpoint Day 2 was all about momentum.
Faster. Better. Bigger.
Developers showed off 100x fundamental improvements to Solana’s network, while fearless Solana founders demonstrated that internet capital markets are no longer just a vision.
📰 Headline News
- Solana Breakpoint 2026 will be hosted in London
- @Phantom launched prediction markets powered by @Kalshi
- @inside_r3 debuted Corda for Wall Street-grade RWAs
- Full Firedancer validator client is live on Mainnet
- @bitget released UEX, letting 100M+ users trade any Solana token instantly
- @Kamino announced 6 new products evolving into an institutional yield layer
📰 All News
- @metaplex shipped Genesis SDK to power fair launch platforms
- @DriftProtocol announced a Q1 mobile app and DLP token
- @LightProtocol unveiled Light Token, 200x cheaper than SPL
- @Sorare launched a builder program for major sports IP
- @RaiseNetwork_ tapped Solana to power its onchain gift card and loyalty ecosystem
- @dflow integrated 75+ apps generating $33B+ volume and $34M+ revenue in Nov 2025
- @ranger_finance telegraphed a $6M min raise on @MetaDAOProject
- @debridge shipped Bundles for cross-chain interactions
- @birdeye_data debuted its onchain data intelligence platform
- @solanamobile launched its Builder Grants program
- @Figure filed for SEC approval to natively issue a second IPO on Solana
- @AbraGlobal introduced AbraFi and USDAF and sUSDAF
- @orogoldapp introduced StGOLD, the first yield primitive for composable gold
- @crunchDAO launched its testnet
- @project0 announced its upcoming TGE
- @koshmoney launched Kosh, a Solana-native neobank for freelancers
- Zepz debuted SendWave Wallet
- @Ryder_ID designed a hardware wallet with trading features
- @KASTxyz announced its Business product and USDC Savings Vault
- @DeFiCarrot created Turbo Tokens
- @humafinance partnered with Obligate to expand access to trade finance
- @Titan_Exchange announced Limit Orders
- @bulktrade previewed unified margin accounts
- @PythNetwork formed The Pyth Reserve
- @tushar_jain proposed a "Solana Constitution"
- @D3inc and @InterNetX partnered to tokenize 46M+ domain names via @domaprotocol
- @Solana_Company positioned Solana as the chain for China
Day 2 cooked. See you tomorrow for the Grand Finale.
BREAKING: After 3 years of development, Firedancer is now live on Solana Mainnet, and has been running on a handful of validators for 100 days, successfully producing 50,000 blocks 🔥💃
GhostPay was step one.
What comes next is an entire privacy economy: stablecoin support, B2B APIs, GhostSend, ZK integration, payroll, wallets, SDKs, and finally - the full Ghost Network. A multi-year plan to make GhostWare the default layer of anonymity on Solana.
$GHOST holders benefit from every product we ship - with long-term holders receiving the strongest multipliers.
JUST IN: $GHOST launches GhostPay, Solana’s first private payment rail, sparking brief 40% rally at release as traders react to growing on-chain privacy narrative.
GhostPay officially arrives November 26.
The first anonymous payment layer on Solana goes live. We’ll reveal new partners and usecases leading up to launch.
$GHOST - The Privacy Layer of Solana.