Western Union, Visa, PayPal, Meta: Why Major Payments Giants Are Racing to Solana
summary
Forward acquires a minority stake in Henri and commits capital into a Solana‑issued reinsurance RWA yielding 12–13% while tapping a Galaxy debt facility at 3.5%, claiming a clear cost‑of‑capital arbitrage. Solana hosts PYUSD growth, Visa’s ~$7B settlement volume, Western Union and PayPal rails, DTCC’s tokenized equities pilot in July, and growing tokenized treasuries/equities; market making using Claude Code and agentic payments (x402/MPP) show product traction, while Ethereum L2s flag trouble and long‑tail alts consolidate.
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chapters (9)
- 0:00Kyle Samani at Consensus Miami 2026
- 2:08Bear Markets Are Where Winners Are Born
- 3:30Why Solana Is Winning Payments and RWAs
- 6:00DTCC's Tokenized Equities Pilot and SEC's Project Crypto
- 8:48Building a Market Maker With Claude Code
- 10:00Agentic Payments and the x402 Protocol
- 13:46Why Institutions Pick Public Chains Over Walled Gardens
- 15:43Why Solana: Gas, On-Ramps, Neutrality
- 17:21Are Ethereum L2s in Trouble?
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