# Solana DeFi — X 热门讨论 (2026-09-26 20:05 UTC)
## @ELBUMPY (ΞLB𝐔𝐌𝐏𝐘) · 09-26 09:01 · ♥55 ↻9 💬64 Most DeFi yield comes from crypto doing things with crypto.
OnRe is taking a different route... insurance.
Think about it this way:
A company needs protection from hurricanes, earthquakes, wildfires and other risks. It pays an insurance premium for that protection.
That premium becomes real revenue for the reinsurance pool behind ONyc.
ONyc is a Solana yield-bearing dollar asset backed by a Bermuda-regulated segregated account. The yield comes from actual insurance premiums and collateral income, not token emissions or crypto leverage.
And this pool is now over $300M in AUM.
But here’s where it gets interesting...
You don’t have to take the same risk as everyone else.
• ONyc = base reinsurance yield • srONyc = more senior, protected exposure • jrONyc = higher risk, higher potential return • Kamino / Loopscale = leverage the exposure • Exponent = fixed or amplified versions of the same cash flows
So the points campaign isn’t really the whole story.
The interesting part is what’s underneath it: real insurance risk being turned into an onchain yield market, with different ways to choose your risk.
Instead of yield coming from the next incentive campaign, it’s being priced around something that exists outside crypto... insurance. @onrefinance https://x.com/ELBUMPY/status/2103772019032568032
## @Defi_Rocketeer (Defi Rocketeer) · 09-26 15:12 · ♥66 ↻5 💬22 RWA is becoming much more diverse than just tokenized Treasuries or stocks
One direction i find pretty interesting is machine finance: bringing revenue from real-world operating machines onchain.
@DualMintRWA PLAY is one example: 200 operating claw machines.
i find the model pretty easy to understand: Real users play → machines generate revenue → real-world machine revenue moves onchain through Solana.
instead of relying on token emissions or speculative loops, PLAY targets 12–15% annual yield from real machine revenue, with monthly distributions.
Another part I find interesting is the verification.
Each machine has its own Machine ID. Plays and revenue are recorded, then reconciled before the data is brought onchain.
to me, PLAY shows a pretty new direction for RWA: machine finance, bringing revenue from real-world machines onchain.
PLAY is targeting $230K in deposits, and pre-deposit is now open.
i'm pretty curious to see how far this machine finance direction can go.
Steel earns it. Solana moves it.
i've followed @DualMintRWA + @stardotfun to keep an eye on PLAY https://x.com/Defi_Rocketeer/status/2103865182737068187
## @Mihawk_Research (Dracule Mihawk) · 09-26 08:15 · ♥51 ↻7 💬31 The @Clawpumptech ecosystem has welcomed a new project that in my view, could have a significant impact on the future of the Agentic Economy.
Meet @AfterHoursDAO, an “Agentic DAO” built for the tokenized asset economy.
Holders collectively own a tokenized AI agent, share control of its treasury and vote on mandates and risk parameters. Meanwhile, the agent executes continuously within those predefined boundaries and leaves verifiable receipts on-chain.
@Clawpumptech described it as one of the clearest “agentic governed DAO” submissions they have seen.
So, what makes @AfterHoursDAO stand out?
– Clear Niche: The agent hunts for price dislocations between the 24/7 on-chain prices of tokenized stocks such as $AAPL and $NVDA and their frozen NYSE closing prices. Traditional markets sleep, but the on-chain ledger keeps running.
– Self-Funded Agent: Creator fees fund the agent’s wallet. The agent pays for its own oracle signals through x402 at roughly $0.05 per signal before executing a purchase. No brokerage API key is required.
– Receipt-First Architecture: Every scan, data payment and swap leaves verifiable evidence on-chain. The Solana demo even rehearses each mandate using a SHA-256 digest before touching real capital.
– Tokenized Ownership: The token represents ownership of the agent and governance rights over its treasury, not merely exposure to another narrative.
– Built for the 2026 Agent Capital Market: Clawpump for agent tokenization and launch, Meteora DBC for the bonding curve and RWA pair, @Solana for high-speed execution and x402 for autonomous payments.
– Post-Migration Burn and Lock: 200M tokens, equal to 20% of the supply, were burned immediately after migration. Another 65M tokens were locked through Streamflow for four months, leaving an 800M supply. Unclaimed tokens from the chain migration were also handled transparently.
The key difference between an Agentic DAO and the traditional DAOs we already know is simple:
This is an organization that collectively owns a capital-deploying agent.
Humans control the steering wheel. The agent powers the engine.
It reflects one of the core ideas previously discussed by Vitalik: AI should serve as the engine, while humans remain in control of the direction.
The Agentic Economy is currently separating into several layers:
– Agents paying other agents through x402 and USDC – Agents trading and interacting with DeFi – Zero-Human Companies – Organizations and DAOs governing agents instead of simply giving autonomous agents unrestricted wallets
AfterHours fits directly into this fourth layer while also connecting with tokenized equities, an RWA sector that Solana is actively expanding through Stocklana.
The project has also been submitted to Stocklana, @Solana tokenized stock hackathon.
I believe @AfterHoursDAO could represent a major step forward in combining AI Agents, tokenized stocks and human-governed DAOs.
DYOR and NFA. https://x.com/Mihawk_Research/status/2103760422159716644