# Solana DeFi — X 热门讨论 (2026-09-17 19:54 UTC)
## @dawninternet (DAWN) · 09-17 18:58 · ♥106 ↻6 💬24 DAWN is coming soon to @Kamino’s lending market, curated by @AllezLabs.
This brings more utility for sUSD.infra across @solana DeFi.
Stay tuned for more on our partnership with Kamino and Allez. 👀 https://t.co/hApMmjY7Os https://x.com/dawninternet/status/2100660793532436878
## @paulbarron (PaulBarron) · 09-17 19:04 · ♥75 ↻9 💬8 🔥PREDICTION: The SEC’s tokenized-stock exemption could make $SOL one of the biggest winners in the convergence of crypto and Wall Street.
Why? Solana already has:
• xStocks activity • Deep stablecoin liquidity • Fast, low-cost settlement • Wallet and DeFi infrastructure • Growing institutional adoption
Signals to Watch: The first regulated U.S. tokenized-securities venue to choose Solana as its settlement layer. If that happens, the $SOL narrative expands from “consumer crypto” to infrastructure for global capital markets.
HUGE Video drop: https://t.co/S9Zzccq40P https://x.com/paulbarron/status/2100662180697776533
## @CryptoTice_ (Crypto Tice) · 09-17 19:00 · ♥54 ↻1 💬4 INSIGHTS:
Tokenized stocks just hit a fresh all-time high. $3.1 billion in onchain market cap.
Up from $1.7 billion at the end of June. Roughly a 5x increase in twelve months.
BNB Chain now dominates. Nearly 50% of the entire market. $1.3 billion. Driven by Binance's bStocks, launched June 11. Already past $19 billion in cumulative volume.
Jupiter on Solana leads the decentralized side. Onchain tokenized equity holders hit 1.9 million. Up 73% month over month. 68% of Jupiter's volume happens on weekends and off-hours.
Here's the number that matters more than the headline. Only about 5% of the tokenized equity market is actually being used inside DeFi. Lending, collateral, anything beyond a simple buy-sell.
Kamino and Jupiter have seen tenfold growth in tokenized equity lending over the past year, though.
That's where this goes next. The total US stock market sits near $55 trillion.
Tokenized equities are still a fraction of a fraction of that. But the growth curve hasn't slowed once this year. https://x.com/CryptoTice_/status/2100661064862150787