Briefing
Solana is making significant strides in its South Korean expansion, propelled by a combination of growing institutional adoption, enhanced regulatory clarity, and a surge in stablecoin activity. This strategic move means more mainstream financial players are engaging with Solana, leveraging its high-speed, low-cost network for decentralized finance (DeFi) operations. The most important data point underscoring this trend is the $2.25 billion in USDC minted on Solana in September 2025 alone, demonstrating substantial liquidity and confidence in the network’s capabilities.
Context
Before this news, many in the crypto market wondered if digital assets could truly bridge the gap between speculative trading and mainstream financial integration. A common question was whether regulatory bodies would provide the clarity needed for large institutions to confidently enter the DeFi space, or if the market would remain primarily retail-driven.
Analysis
Solana’s expansion into South Korea is happening because several key factors are converging. Firstly, the network offers a highly efficient, low-cost infrastructure capable of processing over 65,000 transactions per second, making it attractive for high-velocity stablecoin activity. Secondly, regulatory clarity, particularly from the U.S. GENIUS Act and EU MiCA compliance, has built institutional trust, providing a stable legal foundation for operations.
Think of it like a new highway system → the faster roads (Solana’s tech) are now clearly marked with rules (regulations), making it much easier and safer for big commercial trucks (institutional capital) to use for transporting goods (stablecoins). This combination has led to increased corporate treasury involvement and significant USDC minting, signaling a robust and growing institutional embrace of the Solana ecosystem.
Parameters
- Monthly USDC Minting → $2.25 billion in September 2025 on Solana. This figure highlights the network’s growing liquidity and stablecoin activity.
- Institutional Treasury Inflows → Over $1.72 billion flowed into Solana treasuries by Q3 2025. This shows increasing capital allocation from public companies.
- Public Companies Holding SOL → Thirteen public companies now hold 1.44% of Solana’s total supply. This indicates significant corporate interest and investment.
- Transaction Fees → Solana’s low transaction fees average $0.00025. This makes it cost-effective for high-volume transactions.
- Daily DEX Volume → Decentralized exchanges on Solana facilitate over $4.9 billion in daily trading volume. This reflects robust on-chain activity.
- Total Value Locked (TVL) → Solana’s DeFi protocols reached $10.26 billion by August 2025. This metric shows the total capital committed to the network’s DeFi ecosystem.
Outlook
Over the next few weeks, watch for further developments in South Korea’s legislative progress regarding KRW-pegged stablecoins. Regulatory approval could significantly accelerate commercial adoption and drive even greater institutional engagement with Solana. Additionally, monitor proposals for Solana ETFs, as their approval could unlock billions in new institutional inflows, further boosting the network’s Total Value Locked and the price of SOL.
