SonicObamaLockheedMartin69Inu (SOL)

JUST IN: Solana records 755% year-over-year growth in payment volume. The figure is nearly 3x the median and the highest among major fintech and L1 chains https://t.co/YvTejrqO2q

🔴Onchain TCG Gacha: Monthly revenue $230 million, targeting the next potential niche in RWA?

In May 2026, users spent $230 million just to buy gacha in on-chain card games. This figure has grown ~22× in just 17 months, from $10.4 million back in Jan 2025.

On-chain TCG gacha spend data by chain shows a fuller picture:
- Solana accounts for 63.7% ($146.6 million)
- Polygon accounts for 25.5% ($58.8 million)
-> Only two chains capture nearly 90% of the whole market. The rest—Base, BNB Chain, MegaETH, Abstract—are vying for the remaining ~11%.

🔴 Why does Solana dominate?
Gacha is a low‑value, high‑frequency transaction model, not a DeFi model. Users can pull dozens of times in a single session.
-> With that structure, transaction fees and speed are decisive. Solana was built for Gacha TCG: fees near zero, finality under 1 second, and the smoothest wallet UX in the market today.

🔴 What lets Polygon hold 25%?
Polygon has no tech advantage, but wins by being early—many major TCGs built on it between 2021–2023, when it was virtually the only low‑cost EVM gaming option.
-> The user base is accumulated, the game is deployed, smart contracts are live. Switching to another chain is costly and risky. Polygon isn’t the best chain in 2026—but its early entry and high migration risk keep developers staying.

🔴 Base is the most watch‑worthy case
From zero in 2025, Base rose to $14.3 million and a 6.2% market share by May 2026.
If Coinbase truly pushes gaming seriously through Base, this is the chain to watch closely over the next 12 months.

The weakness of TCG Gacha is its heavy reliance on events or game launches, lacking stable organic growth. Evidence: in Sep 2025, volume spiked from $35 million to $122.6 million in one month, then fell to $73 million the next month. Now is the time to gradually select trends for the upcoming season.

Is there any good news for Solana at this point? What's the optimistic outlook?