# Solana DeFi — X 热门讨论 (2026-09-26 12:56 UTC)
## @SolanaSensei (Solana Sensei) · 09-26 11:31 · ♥89 ↻8 💬51 All metrics around Solana are increasing.
App revenue is slowly climbing, and DeFi TVL is back at $6.6B
> more users > more transactions > more volume
And this is just the start. https://t.co/NGAHLYsR4Z https://x.com/SolanaSensei/status/2103809563535532333
## @Riosweb3 (Rios) · 09-26 12:30 · ♥72 ↻5 💬7 $SOL liquidity is exploding.
$17.7B in stablecoins is now sitting on Solana.
That’s up 12.5% in just seven days.
Solana’s DeFi TVL climbed another 9.5% over the same period to $6.5B.
I’m watching the liquidity more than the price.
Stablecoins are dry powder.
If capital keeps entering the ecosystem while $SOL stays relatively quiet, that gap gets interesting.
The money is already moving. https://x.com/Riosweb3/status/2103824513699913863
## @Hercules_Defi (Hercules | DeFi) · 09-26 10:16 · ♥51 ↻0 💬9 the SEC could change Tokenized trading completely.
there are rumors suggesting a new KYC framework could be coming.
the focus is tokenized securities and portability.
the idea starts with issuer-level verification.
> investor can completes KYC through issuers like Ondo or Securitize
> that verification could then follow their wallet.
> a ZK proof would confirm their eligibility.
this way, private identity details like name, address, or SSN would stay hidden.
another reason why it is interesting is that other venues can use this verification.
now, users don't need to do repeated KYC.
in an era where tokenized assets need cross-chain liquidity, compliance has been a drawback.
and this way, users have to verify multiple times onchain.
having a one-time verification will solve that.
now we don't have to go through multiple steps to interact anymore.
KYC once, then access multiple compliant venues.
@ethereum, @Morpho, @solana, and others could connect.
that gives RWAs much more composability.
the SEC recently greenlit permissioned tokenized stock trading.
having a KYC system like this is an even more bullish sign.
tokenization and RWA might just be having the best time. > 引用 @andyyy: Rumor mill is right.
As of now now every tokenized-stock venue wants your ID. This is a data privacy problem and a composability issue.
That may be about to end.
Our sources are telling us that the plan is a zero-knowledge KYC passport verified at the issuer level, then reusable across every tokenized securities venue. Your wallet carries a stamp proving you're cleared, without exposing your name, jurisdiction or ID.
You can bridge, swap, and trade across all venues onchain without needing to KYC multiple times.
Would be huge. https://t.co/8BMyJnJWlh https://x.com/Hercules_Defi/status/2103790736550637971