Woofun AI reports that the Kobeissi Letter identified a fundamental challenge to traditional finance (TradFi) schedules through the emergence of 24/7 stock token trading, with Solana and Hupzy highlighting the sector's rapid expansion.

The quantitative surge in June was unprecedented, as trading volume reached $3.4 billion, representing a 1,400% increase year-over-year and a 279% jump from May. Solana dominated this activity, capturing over 90% of the total volume, thereby establishing itself as the primary infrastructure for this asset class.

Structurally, the trading behavior has diverged sharply from conventional norms, with over 60% of transactions occurring outside regular market hours and on weekends. This pattern indicates a tangible demand for continuous access, particularly for pre-IPO shares, which legacy exchanges cannot currently support.

Per Woofun AI, crypto analyst Hupzy noted that Solana is well-positioned to serve as a settlement layer as capital for stocks moves on-chain, potentially forcing established exchanges to extend hours or lose volume.

The critical variable now is sustainability, with Hupzy questioning whether this momentum can persist into July. Legacy stock exchanges face immediate pressure to develop 24/7 trading capabilities or risk ceding market share to blockchain-based alternatives.