# Solana DeFi — X 热门讨论 (2026-09-24 12:16 UTC)
## @DaCryptoLady_ (Crypto Lady) · 09-24 11:05 · ♥292 ↻107 💬15 🔍 CRYPTO RESEARCH: The Rise of Feline Memecoins? $GINNAN
We analyze the market sentiment and hype surrounding $GINNAN in the crypto ecosystem:
📉 Token Breakdown:
Category: Micro-cap / Community memecoin
Market Cap: Low-cap range (~$40k–$80k USD), positioning it in a high-risk category but with extreme sensitivity to even small volume fluctuations.
Narrative: Heavily leveraged on the “Doge’s brother” theme and the current “cat season” on the blockchain.
🔥 How’s the Hype? It’s currently flying under the radar (“market silence”), the typical scenario where organic communities accumulate on DEXs (Raydium/Jupiter) while waiting for capital rotation to return to animal-themed narratives on Solana.
⚡ A strictly speculative asset for risk-takers. Do you think it will break through resistance soon or fade into obscurity in the short term?
#Solana #Memecoins #Crypto #Altcoins #Web3 #Trading #DeFi #GINNAN https://x.com/DaCryptoLady_/status/2103078275580899666
## @cheychew_ (Cheyy) · 09-23 18:06 · ♥52 ↻0 💬59 My Injective Thesis: More Than Just Another DeFi Chain
When I first started looking into Injective, I saw it mainly as a blockchain focused on DeFi and derivatives.
But the more I followed its development, the more I started to see a much bigger picture.
My thesis is simple:
@injective is trying to become financial infrastructure for an onchain economy.
1. From a DeFi chain to financial infrastructure
Injective started with a strong focus on decentralized trading and derivatives.
Today, the ecosystem is expanding into:
• Perpetuals & derivatives • Stablecoins & payments • Tokenized real-world assets • Institutional finance • AI & agentic finance • EVM and MultiVM infrastructure What interests me is not simply the number of products.
It is how these products can connect through the same financial infrastructure.
Imagine a tokenized asset being issued onchain, then traded, used as collateral, integrated into lending markets, or hedged through derivatives.
That is much more interesting than simply putting an asset on a blockchain.
2. Tokenization only matters when the asset has utility
RWA is one of the biggest narratives in crypto right now.
But I think there is an important question that is sometimes overlooked:
What happens after an asset is tokenized?
If a tokenized asset cannot be traded, used as collateral, integrated into lending, or connected to other financial products, its utility remains limited.
This is where Injective's approach becomes interesting.
With products such as Injective Mint, the goal is not only to bring assets onchain, but to connect those assets with a broader financial ecosystem.
In my view, the real opportunity is:
Tokenization + Liquidity + Financial Utility
When these three pieces come together, tokenized assets can become actual financial primitives rather than simply digital representations of existing assets.
3. MultiVM could become an important piece of the puzzle
One of the biggest challenges in crypto is fragmentation.
Developers build across different environments.
Liquidity is spread across different ecosystems.
Assets often exist in different representations.
Injective's MultiVM architecture is an interesting attempt to reduce some of that fragmentation.
With native EVM support, developers can build using familiar Ethereum tooling while accessing Injective's financial infrastructure.
That leads to an important question:
If onchain finance becomes significantly larger, which infrastructure will be able to support developers, liquidity, and financial applications across different environments?
This is one of the reasons I think MultiVM is worth watching closely.
4. Then there is AI
This is probably the part of Injective that I find the most interesting.
AI is moving beyond simply analyzing markets.
The next step is AI agents that can actually interact with financial markets.
Imagine an agent that can: → Monitor market conditions → Analyze opportunities → Execute trades → Manage a portfolio → Use tokenized assets as collateral → Settle transactions onchain
At that point, blockchain infrastructure is no longer built only for human users.
It can also become infrastructure for machine-driven finance.
And I think this could open up a completely new category of financial applications.
5. Where does injective-protocol:native fit into the picture?
This is where the thesis becomes even more interesting to me.
injective-protocol:native is not simply an asset people trade.
It plays an important role within the Injective ecosystem through staking, governance, network security, and ecosystem utility.
Injective has also introduced mechanisms such as community buybacks and burns.
If network activity continues to grow, the question becomes:
Can increasing financial activity eventually create stronger economic demand around the network and its native asset?
Of course, this does not guarantee anything about the price of injective-protocol:native.
But from a token design perspective, I think it is a mechanism worth paying attention to.
6. My actual thesis
I don't think the most interesting question is:
“How high can injective-protocol:native go?”
The more interesting question is:
“If more financial activity moves onchain, which infrastructure will support that economy?”
A future financial ecosystem could include:
• Tokenized stocks and funds • Stablecoins • Onchain derivatives • Institutional financial products • AI trading agents • Programmable payments
If that future becomes reality, purpose-built financial infrastructure could become increasingly important.
And that is where I see Injective.
Not just another L1.
Not just another DeFi chain.
But potentially:
A financial operating system for the onchain economy.
6. The Expansion That Shaped My Thesis
Another reason I became more interested in Injective is the way the ecosystem has expanded over time.
This wasn't built overnight.
Injective has gradually connected itself to different parts of the crypto and financial stack.
Interoperability came first.
Back in 2022, Injective partnered with Wormhole, bringing connections to 10 additional blockchains and opening a path for assets from ecosystems such as Solana, Avalanche and Polygon to enter Injective and the broader Cosmos ecosystem.
That was important because Injective was not trying to build an isolated financial ecosystem.
It was trying to make finance interoperable.
Then came the expansion of market infrastructure.
Pyth went live on Injective in 2023, bringing access to 200+ markets covering crypto, equities, commodities and FX data. This also enabled protocols such as Helix to explore RWA markets including gold, EUR and JPY.
In 2024, Injective continued expanding its financial infrastructure.
The ecosystem added native USDC through Noble, giving users access to a major stablecoin within the IBC ecosystem.
Injective also launched inEVM, while integrations with platforms such as OKX Web3 Wallet, Ethena, Galxe and Artemis expanded access, liquidity and developer connectivity.
This progression is interesting to me:
Cross-chain connectivity → Market data → Stablecoins → EVM → RWA
Each expansion adds another piece to the financial stack.
7. The institutional layer is becoming more visible
More recently, the ecosystem has started moving further toward institutional infrastructure.
For example, BitGo joined Injective as an institutional-grade validator in 2025, bringing its custody and staking infrastructure into the ecosystem.
Injective also integrated Chainlink as its preferred oracle solution, giving developers access to real-time market data for crypto as well as traditional assets such as U.S. equities and ETFs. Helix became the first Injective protocol to adopt Chainlink Data Streams across its markets.
Then there is Google Cloud.
The collaboration provides developers building on Injective with enterprise-grade infrastructure and scalable cloud tooling, which is particularly relevant as financial applications become more demanding.
These integrations matter because institutional finance requires more than a fast blockchain.
It needs:
Reliable data. Secure infrastructure. Custody. Liquidity. Compliance-ready tooling. Scalability.
And Injective has been gradually adding these layers.
8. Injective is also expanding beyond its original ecosystem
One of the most interesting developments for me is that Injective is no longer limiting its expansion to the Cosmos ecosystem.
In March 2026, Stargate launched full support for Injective, allowing users to bridge assets from more than 80 blockchains and bringing native access to wETH into the ecosystem.
In August 2026, https://t.co/72KwKtUQpH also launched Injective support across its 60+ chain and 1,000+ application network, allowing users to bridge, swap and deposit assets into Injective applications.
And then came a much bigger expansion:
INJ went live on Solana in September 2026.
Through Sunrise, INJ became accessible across Solana applications and wallets, with Raydium and StonkFun joining as launch partners. This gives INJ direct access to one of the largest onchain liquidity and application ecosystems outside of Injective's original environment.
To me, this is a meaningful evolution.
@injective started by connecting different chains to its financial ecosystem.
Now it is taking its native asset and financial infrastructure directly into other major ecosystems.
9. The direction is becoming clearer
When I look at these developments together, I don't see a random collection of partnerships.
I see a progression:
2022 Cross-chain interoperability
↓
2023 Real-world market data & RWA markets
↓
2024 Native stablecoins + EVM expansion
↓
2025 Institutional infrastructure + Chainlink + enterprise adoption
↓
2026 Cross-chain liquidity + Solana expansion + AI/agentic finance
And that brings me back to my original thesis.
Injective isn't simply trying to build another blockchain where people can trade tokens.
The ecosystem is gradually connecting: Assets → Liquidity → Trading → Data → Institutions → Tokenization → AI Agents
into one financial stack.
That is why I think the bigger story around Injective is not just injective-protocol:native.
It is the infrastructure being built around it.
The real thesis is financial infrastructure that can move across chains, assets, institutions and eventually autonomous agents.
And if that vision continues to materialize, @injective could become one of the important infrastructure layers in the evolution of onchain finance.
That is my Injective thesis. injective-protocol:native 🥷
Follow Injective on @fomo: https://t.co/2iFogVedch > 引用 @injective: Introducing the Injective @fomo Thesis Competition:
To celebrate the INJ integration on fomo, we’re giving away 500 $INJ on fomo for the best Injective theses 🥷
🥇 250 INJ for the best thesis 🥈 100 INJ each to 2nd and 3rd place 🎁 50 INJ split between other runner-ups
You have 48 Hours. To enter, make sure to follow us on fomo @injective, make a thesis under INJ and share it below 👇 https://x.com/cheychew_/status/2102821877165216122
## @Hercules_Defi (Hercules | DeFi) · 09-24 08:27 · ♥55 ↻1 💬25 DeFi crossed $88B in TVL
TVLs are climbing, liquidity is moving, and protocols are still shipping.
The opportunities right now are honestly hard to ignore.👇 ----------------------
➢ @Trueo_ announced its migration from Base to Ethereum, with future prediction markets, staking and liquidity incentives planned around the Ethereum deployment. ----------------------
➢ @Kamino launched a tGBP lending market on Solana, allowing users to supply the pound stablecoin or borrow it against USDC, cbBTC and JitoSOL, with @SteakhouseFi serving as curator. ----------------------
➢ @ZestProtocol launched its Bitcoin Collateral Vault mainnet demo, allowing users to deposit native BTC on Bitcoin L1 and borrow USDC on Ethereum without wrapping or bridging their BTC. ----------------------
𝐘𝐢𝐞𝐥𝐝 𝐅𝐚𝐫𝐦𝐢𝐧𝐠 𝐏𝐨𝐨𝐥𝐬
➢ USDC-AERO vLP DApp: @beefyfinance Chain: @base APY: 23.85% Pool type: LP Vault TVL: $1.04M
➢ avUSDC DApp: @verantaxyz Chain: @base APY: 13.69% Pool type: USDC Yield Vault TVL: $9.78M
➢ hBTC DApp: @EmberProtocol Chain: @base APY: 10.93% Pool type: Bitcoin Yield Vault TVL: $15.65M
➢ GRAM–USDT DApp: @dedust_io Chain: @ton_blockchain APR: 9.65% Pool type: Liquidity Providing TVL: $557.09K
➢ YUSD DApp: @aegis_im Chain: @ethereum APR: 5.54% Pool type: Bitcoin-backed Stablecoin TVL: $35.1M
➢ gtUSDa DApp: @gauntlet_xyz Chain: @arbitrum APY: 4.83% Pool type: Stablecoin Yield Vault TVL: $52.1M
➢ USDT DApp: @EvaaProtocol Chain: @ton_blockchain APY: 3.72% Pool type: Lending TVL: $490.05K
➢ bsdETH DApp: @reserveprotocol Chain: @base APY: 2.23% Pool type: ETH LST Basket TVL: $1.14M
➢ ezETH DApp: @RenzoAI Chain: @ethereum APY: 2.15% Pool type: Restaking TVL: $120M
Which did I miss? Lemme know in the comments 👇 https://x.com/Hercules_Defi/status/2103038620731076900