Solana Weekly Recap (November 1, 2026): Binance Incident, Agave v4.4.0, Ondo Portfolios

The week had four themes. On October 30, Binance wrote of unauthorized withdrawals of about $6.3 billion. The same day, Kamino reopened borrowing in the SOL/BTC market, and USDC withdrawals on Jupiter Lend are running again, according to Jupiter Earn.

Since October 30, Anza has recommended Agave v4.4.0 for every validator on mainnet-beta. Firedancer published v26.10.5 as a mainnet-ready release. Akash is asking AKT stakers, in Proposal 346, whether the protocol should move to Solana mainnet, and a yes does not set a migration date.

On October 29, Ondo launched seven portfolio tokens on Solana. Anchorpoint has announced native issuance of HKDAP on Solana, while the FAQ still lists the beta on Ethereum only. We summarize and link to our full coverage for each.

Infrastructure

Agave v4.4.0: On October 30, 2026, Anza recommended Agave v4.4.0 for general use on mainnet-beta. The wiki had set that target for November 2, and feature activation remains November 9. The build was published on October 28 and is not marked as a pre-release on GitHub. → Read the story
Agave 4.3.2 and slots: On October 27, Marinade wrote that nodes on Agave 4.3.2 were skipping about half the slots in the first leader window under Alpenglow. Marinade says the fix is merged and not yet released, and it is not seizing bonds for those slots. As of October 27, neither the Agave releases nor a post from Anza confirmed that outage. → Read the story
Firedancer v26.10.5: On October 27, Firedancer published v26.10.5 as a mainnet-ready release. The notes fix a rare crash at the epoch boundary, and the default for shred_tile_count rises to 2. They do not say how many validators run the version. → Read the story
Epoch length: On October 29, Marinade wrote that a Solana epoch now lasts about a day. Marinade says epoch 1070 ended after 25 hours and 34 minutes. A query of the public mainnet endpoint the same day comes to 25 hours, 34 minutes, and 5 seconds. → Read the story
Marinade bonds: From the auction for epoch 1072, a validator bond counts in SAM only if it can pay stakers. According to Marinade, about 1 SOL kept as an unseizable floor is not cover. Epoch 1072 started on October 30. → Read the story
Anza email: Since October 29, Anza has offered email notices on Agave releases, feature gates, upgrade plans, and breaking changes. Subscribers pick a role. According to Anza, this is not a marketing newsletter. → Read the story
Akash: Proposal 346 asks AKT stakers whether the protocol should move from akashnet-2 to Solana mainnet. Voting ends on November 2, 2026, at 16:02 CET. A yes does not set a date for moving the marketplace. → Read the story
BAM: On October 26, Jito wrote that the share of small BAM blocks had fallen by about 77 percent, from about 1 in 800 blocks to 1 in 3,600. A small block there is a BAM block under 7 million compute units. SOLANA·HUB has not checked that measurement independently. → Read the story
Hardware sign-in: On October 26, Solana Developers wrote that apps can offer hardware-wallet sign-in through off-chain messages. The same day, amilz named Solflare, the Jupiter Wallet, Salmon, Backpack, Ledger, and Trezor. The docs do not list those wallets by name. → Read the story
Asset registry: On October 29, the Solana Foundation introduced a registry for assets on Solana. tokens.xyz/registry shows figures from Allium and RWA.xyz side by side, plus market cap from CoinGecko. The post does not say the Foundation checked those amounts. → Read the story

Security

Binance: On October 30, Binance wrote of unauthorized withdrawals of about $6.3 billion. A later notice the same day names further points of entry besides a DevOps laptop, and about $3 billion is frozen on-chain, according to Binance. After that notice, withdrawals stay paused and deposits continue. → Read the story
Kamino, Jupiter Lend, Velocity: On the afternoon of October 30, Kamino reopened borrowing in the SOL/BTC market and says it is not affected. According to Jupiter Earn, USDC withdrawals on Jupiter Lend have been available again since October 30. Since October 31, Velocity has paused new deposits and new customer accounts, while withdrawals continue, according to Velocity. → Read the story
21Shares: On October 30, 21Shares wrote that none of its ETPs and ETFs were affected and that trading was running as usual. According to 21Shares, the crypto assets sit in cold storage with regulated third-party custodians. 21Shares AG is based in Zurich. → Read the story
Bloom: According to Onchain Lens, 9,408 SOL left 49 wallets of Bloom users on October 26. A query of the public mainnet endpoint counts 9,408.23 SOL. Bloom names a flaw in a third-party module and says it will repay the losses in full. That is Bloom’s account. → Read the story
Solflare validator: According to Solflare, the new validator has been available since October 28, and user SOL is intact. The staking provider is investigating an incident involving the keys of the previous validator, and Solflare does not name that provider. A query on October 28 showed 1,559,012.37 SOL of activated stake on the previous vote account, listed as delinquent. → Read the story

Regulation, ETFs, and Treasuries

SkyAI: On October 27, SkyAI entered a settlement agreement with Bastion. The tender offer runs until November 12, 2026. The release says about 2 million SOL were sold, at a net average of $107.20 per SOL, and that SkyAI will not buy SOL back after the offer. → Read the story
BSOL: On October 28, Bitwise cited $1.07 billion of assets and $1.38 billion of inflows for BSOL, with no date in the post. The fund page sets the start on October 23, 2025. Net assets there were $1,080,121,849 as of October 26, 2026. → Read the story
Project Harmonia: According to Project Harmonia, the first application round closed on October 24, and admissions are expected in November. The first funds are expected in the first quarter of 2027. On October 28, the story on solana.com still described the round as open. → Read the story

Markets and Tokenized Assets

Ondo: On October 29, Ondo launched seven Intelligent Portfolios on Solana, including BLKHIon, BLKGRWon, and BLKDIGon, built on strategies from BlackRock. According to the docs, the tokens are not a fund and not an ETF. The eligibility page excludes people in the United States, and in an EEA country it requires professional-client or qualified-investor status. → Read the story
Anchorpoint: On October 30, Anchorpoint announced a collaboration with the Solana Foundation. HKDAP is meant to be issued and redeemed natively on Solana, and the release does not give a start date. The FAQ still lists the beta on Ethereum only. → Read the story
Mirae: On October 28, Mirae Asset Securities (HK) said it had completed an issue of tokenized funding notes on Solana. The notes run for six months, are denominated in U.S. dollars, and pay a floating rate. The release does not state the size of this issue, and the program is $3 billion. → Read the story
Kamino and Backpack: Since October 28, tokenized shares from Backpack Securities can be posted as collateral for USDC in the isolated Backpack Market. For October, Kamino cites about $50 million of such shares on the protocol. More than $6 billion of trading volume and more than 560,000 holders are figures from Kamino’s article. → Read the story
PST and PYUSD: On October 29, Kamino opened the Sentora Huma PST Market. Users deposit Huma’s PST and borrow PYUSD. Sentora curates the market. → Read the story
GOOGL and MSFT: On October 26, Sunrise and Backpack Securities listed GOOGL and MSFT via Sunrise. According to Backpack, the tokens are redeemable 1:1 for the corresponding shares and can be transferred to traditional brokers. The issuer is Backpack Securities. → Read the story
Korean stocks: On October 29, Backpack and SK Securities announced a partnership. Korean stocks are supposed to reach eligible investors who do not live in Korea, inside the Backpack app. The release describes a plan, not trading that is already open. → Read the story
PrimeRevenue: On October 26, PrimeRevenue announced that it would tokenize Electronic Time Drafts on Solana. The release does not give a start date. The figures of 50,000 companies, more than 100 partners, and more than $300 billion of annual payment volume are PrimeRevenue’s. → Read the story
RWA value: According to RWA.xyz, tokenized real-world assets on Solana stood at $5.19 billion on October 29, 20.75 percent above the level of 30 days earlier. On the same page, stablecoins are listed separately at $14.23 billion. → Read the story
Tokenized-stock holders: For October 24, Blockworks counts 1,629,835 addresses holding a tokenized-stock product. On October 26, Solana wrote of 1.5 million people. The series counts addresses, not people. → Read the story

Products and Ecosystem

Polygon: On October 29, Polygon connected Solana to the Open Money Stack. The interface routes USDC, USDT, PYUSD, SOL, and Wrapped SOL. Polygon rests the fiat side on money-transmitter licenses in 48 U.S. states. → Read the story
OnePay: Since October 30, selected customers in the United States can deposit USDC into OnePay Checking. According to OnePay, the credit is in U.S. dollars, and Solana is one of 12 networks. At the start there is no conversion fee, though network fees can still apply. → Read the story
Jupiter and BitGo: On October 26, Jupiter introduced a staking page with a section for institutions. According to BitGo, eligible customers have been able to delegate SOL from custody to the validator “Jupiter x BitGo” since October 28. Insurance covers up to $250 million under the policy terms, and staking rewards are not guaranteed, according to BitGo. → Read the story
Jupiter Bridge: On October 27, Jupiter launched Jupiter Bridge. The docs mark the feature as beta and name the routes GUM, Mayan, Relay, NEAR Intents, and Circle CCTP. Jupiter is not charging a platform fee at present, and the domain jupiter-bridge.com does not belong to Jupiter. → Read the story
Twinstake: On October 27, Twinstake said its Solana validator is joining the jupSOL validator set. Twinstake does not issue jupSOL and does not custody the token. → Read the story
Kraken Wallet: On October 28, Kraken Wallet published a browser extension. The same day, Washington Sanchez named Solana among the networks. On October 29, the store page listed version 0.2.4, updated on October 27. → Read the story
Keeper: On October 26, Keeper wrote that Solana is available in the wallet. The help pages name Tonkeeper as the former name. According to the post, the app can swap between Solana and ten other networks. → Read the story
Solflare Earn: On October 26, Solflare introduced Earn for USDC, on mobile, on the web, and in the extension. According to Kamino, the deposit goes into a Kamino vault, and the yield moves with borrowing demand. The posts do not name a fixed percentage. → Read the story
Phantom and Kalshi: On October 28, Phantom wrote that prediction markets were rolling out to every eligible user in the United States, with Kalshi providing the markets. The rollout does not apply outside the United States. The help page excludes Michigan, Nevada, and Washington. → Read the story
Bullet: On October 27, Bullet wrote that JLP is available as collateral. Jupiter Trade shared that statement. Neither the post nor the changelog states a borrowing limit. → Read the story
Bulk: On October 29, kdot wrote that calling Bulk a Solana DEX was too narrow, and that collateral sits on Solana. kdot frames an expansion to Arc, Tempo, Arbitrum, and HyperEVM as a plan. Anatoly Yakovenko replied that something not running on the L1 is not on Solana. → Read the story
Crypto World’s Fair: On October 26, Superteam Germany named Kobo, Frost Options, and YieldCircle as the top three in the German track. An honorable mention goes to tocker. In the peaq track, R0boPay leads FieldProof. → Read the story
Community Awards: On October 26, Solana Events named the nominees for the Community Awards. Voting is open on the Solana Foundation’s page and ends on November 9, 2026, according to Solana Events. The page itself did not state that date on October 26. → Read the story
Breakpoint: On October 27, the Solana Foundation announced a second wave of speakers for November 15 to 17 at Olympia London. The release names Martin Gilbert, Boris Johnson, and Sajid Javid, among others. Further names are in the story. → Read the story

Deeper Reading

Alpenglow: Solana’s New Consensus: what Votor changes about finality
Solana Wallet Security: phishing, drainers, and hardware wallets
Tokenized stocks on Solana explained: how stocks are represented onchain

Tokenized securities are not accessible in all jurisdictions.

Sources

Primary sources are listed in each linked individual report.
Solana — solana.com/news
Previous week: Solana Weekly Recap (October 25, 2026)

Background and guides

Tokenized Stocks (xStocks) on Solana Explained: Backing, Trading, Risks