Sanctum leverages Solana’s stake account design to lower the barriers for entities to launch LSTs by ensuring LST-to-LST liquidity. This approach promotes new LST launches and experimentation in LST design. As more projects, validators, and communities launch LSTs, many will rely on Sanctum for liquidity instead of incentivizing liquidity on AMMs. Sanctum’s products enable any LST to benefit from the AMM liquidity of all other LSTs, with liquidity access requiring an LST-to-LST swap that Sanctum captures. This will drive up trading volumes, increase INF APY, and incentivize TVL growth for Infinity, creating a flywheel effect. Models show Sanctum could triple by Q2 2026, driven by a significant increase in the LST market share on Solana. Key risks include potential non-monetization of TVL, slower-than-expected LST adoption, or LST providers choosing alternative strategies.
Access to the Messari API for select datasets. Custom data packages are available on request
