Dwain the Hormell

Capital is the foundation for every trader. If your capital is gone, you can’t benefit from the next bull market either. Opportunities always come back—but only for those who are still able to act at that time.
First secure capital—then make profits.
It’s not the time to maximize profits. It’s the time to take risks seriously, stay patient, and protect your own capital.
5 tips that I always apply after painful experiences and that could be especially important right now:

Is there an explanation for that?
May 2026: approx. 1.1 billion USD
June 2026: approx. 3.6 billion USD
That’s 220% in one month, and I just looked at the current figures for July. At the moment, Solana is at
July 2026: approx. 6.1 billion USD
These are numbers!!

Injective is positioning itself as infrastructure for regulated financial products (RWAs), AI agents, and institutional adoption. Here are the four biggest developments from this week.
1. AI Agent Development Platform
Injective has released a new developer toolkit. AI agents can now interact directly with the blockchain, manage wallets, prepare transactions, and query on-chain data.
Previously, developers had to combine multiple tools to achieve this. Now, everything is available in a single package. As AI agents become capable of acting autonomously and managing digital assets, this kind of infrastructure will be essential.
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2. Joining the x402 Foundation
The x402 Foundation is building an open standard that allows AI agents and applications to pay automatically for online services.
For example: An AI agent wants to purchase weather data. The server responds with a price. The agent automatically pays in USDC and immediately receives the requested data.
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3. SEC Transfer Agent
A transfer agent is responsible for maintaining the official ownership records of securities—tracking who owns shares, who receives dividends, who has voting rights, and who can sell.
Today, this role is typically handled by companies such as Computershare or Broadridge, with ownership records stored in centralized databases.
Injective’s vision is to make the blockchain itself the official ownership register.
Instead of: Stock → Database → Registry
It becomes: Token on the blockchain = Official proof of ownership
This could allow stocks, bonds, funds, real estate, and other RWAs to be managed directly on-chain.
Injective has filed its application with the U.S. SEC. The final approval decision will be made by the SEC at a later date.
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4. MiCA Whitepaper Published
Injective has published the required MiCA whitepaper and registered it in the EU’s MiCA framework.
This makes it easier for European crypto service providers to evaluate and support the INJ token within the new regulatory framework.
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These announcements are not expected to increase revenue or protocol fees overnight. Instead, they demonstrate that Injective is building the foundation for long-term growth.
In my view, the Transfer Agent application is by far the most strategically significant development. If the SEC approves it, Injective could become one of the first blockchains where tokenized stocks and other regulated Real World Assets (RWAs) can be managed directly on-chain with an official ownership registry.
That would represent a major milestone for institutional adoption—but it still depends on the SEC’s final decision.

Injective wants to position itself specifically as infrastructure for regulated financial products (RWAs), AI agents, and institutional use. Here are the 4 most important news items this week.
1. AI agent development platform.
Injective has released a new developer package.
AI agents can directly interact with the blockchain, manage wallets, prepare transactions, and query blockchain data.
Until now, developers had to combine several programs for this. Now there’s everything in one place. If AI agents are to act autonomously or manage assets in the future, they need exactly these tools.

Sempo has signed a letter of intent with Arady Misr, a major player in Egypt's real estate market. The aim of the partnership is to tokenize land in Egypt and make it investable as fractions via a blockchain (Solana).
So far, tokenization has mainly focused on assets such as gold, government bonds, or money market funds. Increasingly, however, land and real estate are coming into focus—a market with enormous global potential.

More and more real-world assets are being mapped onto blockchains—from government bonds and gold to stocks and funds.
While Ethereum continues to clearly lead in total RWA volume, Solana is catching up rapidly and has now become one of the largest RWA ecosystems. Particularly impressive is the growth in users and the increasing influx of new projects.
Tokenization of real-world assets is no longer a future topic—it’s happening already today.
If you’re looking for the next big crypto trend, you should keep an eye on the RWA sector.

Coingecko has just published a report about Injective. The article analyzes how Injective has become one of the largest revenue-generating chains and why almost all of the revenue flows back to token holders through a community buyback program that has burned over 7.1 million $INJ. That made me take a closer look at the INJ numbers and I was pleasantly surprised.
Here is a summary.
Injective is evolving into a blockchain that is strongly geared toward the institutional financial market. Current developments show that the network is moving well beyond classic DeFi and taking on a broader role in the digital financial system.

Alvarez & Marsal (A&M) — a large international consulting firm — received its first customer invoice in USDC on July 8, 2026. The client transferred the stablecoin directly via the Solana blockchain, rather than through a traditional bank transfer. A&M describes itself as one of the first major global consulting firms to receive professional services paid for in this way.
Payments and settlement can be made around the clock. An international payment can arrive very quickly. The transaction can be traced on Solana.

1. Solana Network Fees reached a new 30-day high – a sign of rising activity and usage.
2. The total RWA value on Solana reached a new all-time high of $3.62 billion.
3. SoFiUSD supply on Solana rose to over $200 million in just five weeks.
4. world.xyz positioned itself as a native prediction market on Solana, directly tradable in Phantom, with Chainlink as oracle infrastructure.
5. Securitize tokenized its own NYSE-listed share ($SECZ) on Solana – a strong signal for tokenized stocks.

Solana -
In September 2025, 98% of the participating validators voted YES to SIMD-0326. The vote gave the green light for the introduction of Alpenglow.
The tests are now considerably further along than at the beginning of 2026
Alpenglow was initially tested in private and/or special development clusters. In the meantime, key components have been rolled out to the public test systems. The testnet was restarted on June 15, 2026.
Alpenglow is now in the middle of hands-on network and client testing.

The most important points:
Tokenized stocks
Spot trading volume: $4.84 billion (all-time high). Solana accounted for over 96% of the market share. Trading volume on Solana was greater than on all other blockchains combined. Solana has therefore been the leading blockchain for tokenized stocks for four quarters.
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dApps
Applications on Solana generated $257 million in revenue in the quarter.
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Transaction activity
New highs in daily, weekly, and monthly transactions. Solana processed 59% of all blockchain transactions—the highest figure in 11 months. Around 9.8 billion real (non-voting) transactions were processed during the quarter.

A game-changer for blockchains is RWA trading. For years, this moment has been announced. In June, the growth increased extremely. If it keeps going like this, the SOL price will no longer be able to hold.
This should be observed daily for now. Solana seems to be moving away from it at the moment and leaving everyone behind. I have never given a buy recommendation. NOW I’m telling you: if the RWA surge continues this extreme—BUY
$SOL
WHAT A SURGE

This week, Solana has once again shown that the network is increasingly being used as infrastructure for real financial and payment applications. The 10 most important points
1. Tokenized bond fund on Solana
BGDA UK has launched $BAGEY, a publicly available, fully native, and UK-regulated tokenized bond fund on Solana.
2. Allfunds brings institutional funds closer to on-chain
Allfunds has expanded its distribution network on Solana. The focus is on €1.8 trillion in assets under management being brought closer to on-chain infrastructure.