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.

Not financial advice. This weekly recap summarizes publicly reported developments. Projects’ claims about their own volumes are labeled as such and not independently verified.