# Solana DeFi — X 热门讨论 (2026-09-26 14:01 UTC)
## @ZeusRWA (Zeus 🇬🇧) · 09-26 11:30 · ♥74 ↻11 💬12 RWA Weekly Recap From Zeus’ Lounge https://x.com/ZeusRWA/status/2103809380172865885
## @Ryanhlx (Ryan) · 09-26 11:38 · ♥53 ↻9 💬33 DualMint PLAY is built around revenue generated by 200 claw machines operating across shopping malls in Shenzhen
the machines are owned through a separate company while the operator handles their day to day operation
$PLAY represents a 20% share of that company and the current structure targets 12 to 15% annual yield through the fixed lease paid by the operator
the important part is that the underlying revenue comes from actual machine usage rather than token emissions or a DeFi incentive loop
machine activity is recorded through its onchain identity and reconciled each month against operator and bank records
the raise is targeting $230K with monthly distributions planned from the machine revenue
In simple terms this is physical machine revenue being structured as an onchain asset through solana > 引用 @DualMintRWA: How to Play https://x.com/Ryanhlx/status/2103811353387409822
## @0xHaley_ (Haley) · 09-25 15:00 · ♥50 ↻7 💬25 ClawPump @clawpumptech is sitting around an ~$11M market cap.
The better question is whether solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump stays an $11M token if the agentic finance narrative takes off on @solana .
ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 gives us a useful benchmark.
@virtuals_io proved the market can assign serious value to an AI-agent economy.
But the models are different:
ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 made AI agents investable.
solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump is trying to make them financially autonomous.
ClawPump agents get their own wallets, trade DeFi, swap through @JupiterExchange , launch via @Pumpfun , earn $SOL fees, execute buybacks and potentially pay for their own compute.
The early traction is worth watching:
• $112M–$206M platform-reported volume • 6.6K–17.5K funded agents • Up to 65–75% creator fee share • @squire_bot reportedly generated 1,100+ $SOL in fees
Now look at the valuation gap: solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump ~$11M today → $50M = ~4.5x → $100M = ~9x
Even at $100M, solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump would still be roughly one-fifth of ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73’s current ~$500M valuation.
But Virtuals also showed the other side: billions at the peak, then an 80%+ drawdown from ATH.
So the $50M–$100M thesis needs to be earned.
I’m watching 3 things:
- Consistent solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump buybacks from real fees, more agents generating meaningful $SOL revenue, and deeper solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump liquidity.
- Virtuals demonstrated how large the AI-agent category can become.
- Now ClawPump needs to prove that autonomous agents can trade, earn and fund themselves at scale.
If that flywheel works, $11M is the wrong reference point. https://x.com/0xHaley_/status/2103499999258820860
## @ANCrypto_ (AN Crypto) · 09-26 04:13 · ♥53 ↻5 💬4 🪙 SEI LATEST UPDATE — SEPT 26, 2026 @SeiNetwork
$SEI is making a strong move, rising from around $0.038 earlier this month to $0.0736, representing approximately +94% monthly growth.
Two major catalysts are driving attention: the proposed Canary Capital Staked SEI ETF and the ongoing Giga network upgrade.
But with RSI above 73, momentum is becoming increasingly overheated.
📊 MARKET SNAPSHOT
$SEI: $0.0736 | +19% 24H Market Cap: $495M | #83 24H Volume: $205M Monthly Performance: ~+94% RSI(14): 73.89 Open Interest: ~$95M
🏦 1. STAKED SEI ETF — THE MAIN CATALYST On September 21, Canary Capital filed Amendment No. 2 for its Staked SEI ETF S-1 with the SEC. Key details: • Up to 90% of fund assets targeted for staking • BitGo as the sole custodian • Proposed listing on Cboe BZX • Canary's third staking ETF filing after TRX and SUI products Following the filing, $SEI reportedly gained around 25–30% in 24 hours, while volume increased sharply. The ETF has not yet been approved. Its potential impact depends on regulatory approval, actual inflows and how much SEI is ultimately staked.
⚡ 2. GIGA UPGRADE — SCALING SEI
Sei's Giga upgrade aims to achieve:
200,000+ TPS + sub-400ms finality
Recent milestones highlighted in the source:
• Aug 4: Sei v6.6 mainnet, introducing Ares and Eidos • Aug 18: Eidos storage blueprint • Sept 1: FlatKV benchmark reached 205,913 TPS average throughput over 24 hours • Sept 23: Hermes consensus reached 100,000 TPS with 68ms finality in a lab environment The remaining major component is the Autobahn consensus layer, which is intended to support the next stage of the performance roadmap. The key challenge is translating lab benchmarks into reliable, publicly verifiable mainnet performance.
🏗️ 3. RWA & DEFI ECOSYSTEM
Sei continues expanding across institutional assets and DeFi infrastructure.
Notable developments mentioned in the source:
• Hamilton Lane SCOPE fund • Apollo + Ondo tokenized fund • Ondo USDY • Morpho lending • DragonSwap V2 • Rubicon liquid staking • Fiamma Bitcoin bridge • Fluxa aggregator • Moralis developer integration
Coinbase also moved SEI trading to Sei EVM in April 2026, while SIP-5 introduced a post-quantum upgrade framework.
The ecosystem thesis is increasingly focused on RWA, trading and high-throughput EVM applications.
📈 4. TECHNICAL STRUCTURE
$SEI has broken out from the previous $0.038–0.052 accumulation range. Key indicators: RSI: 73.89 50-Day SMA: $0.046 200-Day SMA: $0.053 Volatility: 10.18% Important levels:
🔴 Resistance: $0.0736 and above 🟢 Key support: $0.052 🟢 Pullback zones: $0.055–0.065 (levels cited in the source's scenario analysis)
With the monthly gain approaching 100%, a period of consolidation or a pullback would be consistent with the elevated volatility—but it is not guaranteed.
⚠️ 5. KEY RISKS
• RSI in overbought territory • Staked SEI ETF remains unapproved • September unlock of approximately 111.5M SEI • Market cap vs FDV gap: $495M vs $735M • Competition from Solana, Sui, Aptos and Monad • Execution risk surrounding the Giga upgrade • Potential sell-the-news reaction to ETF developments
🧠 ANCRYPTO VIEW
The current $SEI narrative combines ETF expectations, high-performance infrastructure and RWA ecosystem growth.
The Staked SEI ETF could introduce a new institutional access route if approved, while Giga's progress is designed to improve execution speed and scalability.
However, the market is already pricing in strong expectations after a ~94% monthly increase. The important question is whether upcoming catalysts can deliver measurable adoption—not simply short-term momentum.
⚠️ WATCH • SEC updates on the Staked SEI ETF • Autobahn consensus and public testnet progress • Whether $0.052 remains a key support • SEI unlock schedule and circulating supply • RWA TVL and DeFi activity • Open interest and liquidation risk • Real-world mainnet performance vs lab benchmarks #Crypto #SEI #SeiNetwork #RWA #Layer1 > 引用 @ANCrypto_: 🪙 @SeiNetwork TOKEN ANALYSIS — SEPT 23, 2026
$SEI is showing a strong recovery after hitting an ATL of $0.038 just five weeks ago.
The bigger story isn't only price action — Sei is simultaneously progressing its Giga Upgrade while a new Staked SEI ETF filing has created a fresh institutional catalyst.
📊 MARKET SNAPSHOT
$SEI: $0.062 | +1.76% 24h Market Cap: ~$417M | Rank #125 FDV: ~$619M 24h Volume: ~$101M 🔥 7D: +48% 🚀 ATH: $1.14 | -94.6% Circulating Supply: 6.73B / 10B TVL: ~$101M
⚡ 1. GIGA UPGRADE — THE CORE TECHNICAL CATALYST
Sei is evolving from a trading-focused L1 into a parallelized EVM chain. The Giga Upgrade has three major components: • Ares — parallel execution ✅ • Eidos — new flat-structured storage engine ✅ • Autobahn — multi-proposer consensus ⏳
A Sept. 1 benchmark showed FlatKV reaching 205,913 TPS, while the long-term target is 200K+ TPS with sub-400ms finality. The key question now: can Sei translate benchmark performance into real mainnet usage?
🏦 2. STAKED SEI ETF — NEW INSTITUTIONAL CATALYST Canary Capital filed an amended Staked SEI ETF S-1 on Sept. 21. The filing proposes: • BitGo as sole custodian • ~90% of fund SEI potentially staked • Proposed listing on Cboe BZX
$SEI jumped roughly 30% around the announcement, while short-term 4H RSI reached ~87, showing how aggressively the market reacted.
The ETF still requires regulatory approval.
📈 3. PRICE ACTION & KEY LEVELS
$SEI has recovered roughly 63% from the August ATL and broken out of a multi-month falling wedge. Key levels: $0.063 → immediate resistance $0.068 → next resistance $0.075 → upside level $0.057 → breakout support $0.050 → psychological support $0.045 → major support
Daily RSI is around 69, while 4H RSI is near 87 — meaning the short-term move is already stretched.
🔓 4. TOKENOMICS — UNLOCK PRESSURE IS DECLINING
SEI has 10B max supply, with ~6.73B circulating.
Around 3.27B SEI remains locked.
Monthly unlocks are now roughly 55.56M SEI, or about $3.4M at current prices.
The dilution impact has declined significantly compared with 2024–2025, but unlocks remain something to monitor.
🏗️ 5. ECOSYSTEM IS THE BIG QUESTION TVL is currently around $101M, well below the previous ~$609M peak.
Key protocols include:
• Cetus • DragonSwap • Yei Finance • Astroport
The infrastructure story is strong, but Sei still needs more developers, users and killer applications to turn technical performance into sustainable ecosystem growth.
⚠️ 6. THE MAIN RISKS
• 94.6% below ATH • Ecosystem and TVL remain relatively small • 32.7% supply remains locked • Intense competition among high-performance EVM chains • ETF approval is not guaranteed • Autobahn is not live yet
⚠️ WATCH
$0.063 → breakout confirmation $0.068–0.075 → next resistance zone $0.057 → key support RSI 4H ~87 → short-term overheating October unlock ~$3.44M → supply pressure Autobahn → major technical milestone Staked SEI ETF → institutional catalyst
#Crypto #SEI #SeiNetwork #EVM #Altcoins https://x.com/ANCrypto_/status/2103699336635007128