Solana Weekly Recap (August 2, 2026): 100M CU Blocks Live, Agave 4.2, Wall Street Tokenized

This week had two faces: down at the protocol level, the densest infrastructure week in months — new block limit live, the Agave 4.2 roadmap, a quantum-safe consensus design, bug bounty rules — and up at the surface, a visible push by traditional finance houses bringing stocks, trusts, and funds to Solana. We summarize the most important developments and link our full coverage for each.

Protocol and Clients

• 100 million CU blocks are live: SIMD-0286 raises the compute budget per block by roughly 66 percent — on mainnet since epoch 1009. First data from Pine Analytics: 10 to 23 percent of blocks exceed the old limit, and fees at the 90th percentile dropped by roughly 30 percent. → Full story with both updates
• Agave 4.2 announced: The official overview names three core changes — rent drops by 90 percent, transactions grow to 4096 bytes, and slot time is set to halve to 200 milliseconds in stages. Alpenglow code is feature-complete; activation comes with 4.3 (targeting October). Feature gates start the week of August 17. → Full story
• Quantumglow: Anza presents a quantum-safe design for Alpenglow — a hash-based signature scheme replaces BLS, with finality latency and communication costs staying practically unchanged, per Anza. → Full story
• Alpenglow bug bounty takes shape: The rules are out — up to 50,000 SOL prize pool, submissions from August 5 to 19, scope on Votor and the BLS components. → Full story with update

Wall Street on Solana

• MSTR tokenized: Backpack Securities issues the Strategy stock via Sunrise as a tokenized equity — redeemable 1:1 and tradable around the clock. → Full story
• SPCX past one billion: The tokenized SpaceX stock reached one billion US dollars in total volume, per Sunrise — its first listing to do so (self-reported). → Full story
• Morgan Stanley trust: The exchange-traded Solana trust on NYSE Arca stakes part of its holdings; the management fee is 0.14 percent. → Full story
• Baillie Gifford brings BAGEY: Per Solana, the first fully native, UK-regulated tokenized fund — with BNY’s Digital Transfer Agent running the share register on-chain. → Full story
• Backpack shows original SEC filings: Mandatory disclosures from EDGAR appear directly on the app’s stock pages. → Full story
• Hastra tokenizes auto loans: US near-prime auto loans arrive on Solana as AUTO — including use as DeFi collateral on Kamino. → Full story

Payments and Agents

• KSNET memorandum: The Korean payment provider plans to integrate Solana Pay into a network of over 330,000 merchants and is testing x402 for AI agent payments. Important: an MOU, not a live rollout yet. → Full story
• MoonPay PayBox: A non-custodial payment vault that lets AI assistants pay on Solana — the key stays with the user, approvals run via passkeys and limits. → Full story
• Vybe on pay.sh: 46 Solana analytics endpoints — from token prices to wallet PnL — are usable per call via x402, no signup required. → Full story

Trading and Staking

• Jupiter Spot V2: Swap and trading terminal on one page, plus curated news, a sector heatmap, and wallet tracking. → Full story
• Jito’s Maker Priority Plugin grows: Three months after launch, 17 programs are enrolled, together representing over 500 million US dollars in daily spot volume; the fee dropped to 1 lamport per compute unit. → Full story with update
• Marinade Staking Index: The SSI measures network staking yield without MEV and is available on-chain via Pyth — as an open benchmark. → Full story

Mobile and Ecosystem

• Seeker Summer round 2: 27 million SKR became claimable in the Seed Vault wallet from July 30. → Full story
• Seeker development without a device: Solana Mobile’s official tutorial shows the way in via Android emulator and Solflare on devnet. → Full story
• Colosseum Eternal: Solana’s hackathon now runs permanently — four-week sprints on demand, with applications for 250,000 US dollars in pre-seed funding. → Full story
• Coinbase Launches: Freshly listed Solana tokens are tradable directly in the Coinbase app — routed via Jupiter. → Full story

Security

• CISO interview: Michael Coates, the Solana Foundation’s security chief, warns of AI-powered social engineering with deepfakes and cloned voices — and bets on multiple security layers rather than awareness alone. → Full story

Deeper Reading

• Alpenglow: Solana’s New Consensus Explained — the overhaul that 4.2 and Quantumglow build toward
• Solana Fees Explained — compute units, base fee, and priority fees
• Tokenized Stocks (xStocks) on Solana — the basics behind MSTR, SPCX, and co.

Sources

• Primary sources are listed in each linked individual report.
• Solana — solana.com/news
• Previous week: Solana Weekly Recap (26 July 2026)