Sanctum: The Desk for All of Solana

Yesterday I spoke at CIS2026 about Sanctum’s 2026 vision and roadmap.

Here’s an expanded version of my talk!

Every economy needs a prime desk. Where institutions stake, borrow, leverage, and move size without friction. Solana is now a hundred-billion-dollar economy. And Sanctum will function as the desk of Solana.

Sanctum is the staking, liquidity, and yield infrastructure layer for all of Solana. Four pillars: Stake, so anyone — from a retail user to a NASDAQ-listed treasury — can earn yield on their SOL. Liquidity, so that capital can enter and exit without waiting on unstaking windows. Collateral, so staked SOL can back loans. And Leverage, so holders can compound their exposure to the asset they already believe in.

Over the past two years, we've generated more than $185M in yield for our partners and users. We've grown to 16.22M SOL staked. That's close to $1.4B at current prices.

We are the #1 LST platform on Solana by far, the #3 protocol by TVL on Solana, and a top-35 DeFi protocol across all of crypto. Our partners span the biggest names in the ecosystem: Jupiter, Helius, Bybit, Gate, Crypto.com, and NASDAQ-listed treasury companies like Forward Industries.

We continue to grow QoQ in spite of market conditions. The most recent quarter - in SOL terms, we grew by 8.6%.

But it's irrelevant where we are today. All that matters is where we're going.

Staking is how SOL becomes productive. It's the base yield of the Solana economy, and normally it's slightly imposing for the uninitiated. A multitude of challenging mixture of UX and technical decisions (validator selection, lockups, and unstaking windows) that make it difficult for anyone who needs their capital to move.

Sanctum offers a one stop solution. Our staking-as-a-service infrastructure lets any partner; whether you are a Solana protocol, a centralised exchange, a treasury company, a fintech, a wallet or an ETF; offer liquid SOL staking to their users with minimal integration work. The user gets yield. The partner gets a revenue share. The SOL stays productive. Everybody wins.

This is the backbone of everything else we do, and it's why the biggest names on Solana have chosen to build their LSTs with us rather than in-house. When Jupiter, Helius, Bybit, Gate, and Crypto.com all route through the same infrastructure, our infrastructure gets more and more lindy. It becomes default.

We intend to expand our Staking-as-a-Service product suite even further this year. We now run a Validator with over 2M SOL, offer white label validator services, and will release a new product in Q2 that is designed to be highly optimised and replace wrapped SOL, and open a new revenue stream to potentially unlock over $2B of locked SOL for protocols.

Staking alone isn't always enough. Liquidity is important.

Sanctum's liquidity layer is what turns staked SOL from a yield-bearing position into an actual liquid asset. Users can enter and exit their positions instantly, without waiting for epoch-long unstaking windows. This is what makes SOL yield truly useful. For a trader who needs to redeploy, for a treasury that needs to manage working capital, for a market maker who needs to rebalance.

Deep liquidity is the single most underrated moat in staking infrastructure. It's also the hardest thing to bootstrap. We've spent two years building it, and it's now one of the core reasons partners choose us. It is important we continue to improve this liquidity for our structure - and this has been one of our main focuses of development in 2026.

We've upgraded INF to v2 and are building various other products to bolster and improve our liquidity.

Stake and Liquidity are the two pillars we've already built. Collateral and Leverage are the two we're focusing on improving.

Collateral means your staked SOL can back loans. Leverage means you can compound your exposure. In 2026, we're looking to expand and improve upon this in-house with tighter integrations, better rates and a better experience.

Put the four together and you have the full stack: earn yield on your SOL, keep it liquid, borrow against it, and leverage it. All viable via Sanctum.

https://x.com/soleconomist/status/2038994603248939337?s=20

We need to keep building for the 99%.

Which brings us to CLOUD.

CLOUD is Sanctum's governance token, and the way we think about it is simple: CLOUD is the economic layer for Solana’s SOL economy.

Every dollar of yield Sanctum generates, every new partner that plugs into our rails, every SOL that flows through our staking and liquidity infrastructure. All of it flows through a system where CLOUD sits at the center as the economic and governance asset.

As the Solana economy grows, the desk at the center of it grows. And as the desk grows, CLOUD is the asset that captures that growth.

2026 is the year we lean into that thesis. More to come.

Solana is a real economy now. Real volumes, real treasuries, real institutions. Real yield.

Real economies need prime desks.

Sanctum is the desk for Solana. We stake, we provide liquidity, we enable collateral, we offer leverage. We work with the biggest protocols, the biggest exchanges, and the first wave of publicly listed companies holding SOL on their balance sheets. Powering $185M+ in yield, we're #1 in our category, and we're not slowing down.

And CLOUD is how that story compounds.

The desk is open.

→ sanctum.so · @sanctumso · @cloud