# Solana — X 热门讨论 (2026-09-17 10:04 UTC)
## @fergalpha (CF) · 09-17 09:33 · ♥392 ↻275 💬380 As i promised:
$4 to $80,000 Challenge starts tomorrow
Missing $4? I’ll cover it
Adding 800 participants Accepted so far: 38/800
Wanna join? Here’s how:
• Like & Retweet • Comment "🏆" • Must be following https://t.co/89WN5TwXMh https://x.com/fergalpha/status/2100518526771404900
## @0xMrPinky (The Black Bull) · 09-17 09:52 · ♥163 ↻126 💬158 $200 SOL GIVEAWAY
• Follow @ddivixx
• Like + RT, comment SOL address
• Join TG: https://t.co/uCf4LBkVvZ
Four winners picked in 24 hours. https://x.com/0xMrPinky/status/2100523243924799721
## @chadscabal (Chad's Cabal) · 09-17 09:30 · ♥160 ↻29 💬175 Sent you money!
@Salam_s0l @shezcn @itsdefligs @mastizdotsol @wearzing
Who's next and hasn't won any money from me yet?
Let me know in the comments 👇 https://t.co/L6lhpAvuTA > 引用 @chadscabal: I promised another giveaway, so I am giving away 1 SOL to 5 winners
1. Like + RT 2. Drop your wallets 3. Join my TG https://t.co/WEefWoQoNg
Doing this much so more people can eat. Stay safe, and hopefully I can take you out of the trenches.. https://x.com/chadscabal/status/2100517621355749732
## @Jia_Lilly01 (Jia Lilly Crypto) · 09-17 08:39 · ♥108 ↻68 💬123 Collecting $SOL addresses for the $50 blessings.
Who wallet should I send today?
Rt. You have 12 hours only 🏆 https://t.co/FgVH8vvUs4 https://x.com/Jia_Lilly01/status/2100504880070918439
## @embercurvefun (EMBER) · 09-17 09:10 · ♥151 ↻35 💬25 Hello this is solana:5dvXTZ5qwgafnHtwu3Ls3QrWx1U4LQsFeCuJgkk4QEC6
Actual stats : https://t.co/S8nWZhehDz https://t.co/i3ZtyOsj3s https://x.com/embercurvefun/status/2100512672722628694
## @Jeremybtc (Jeremy) · 09-17 09:18 · ♥120 ↻15 💬93 Day 551 of posting the Solana logo until Solana hits $300 https://t.co/YdHf7WVC8R https://x.com/Jeremybtc/status/2100514710126723231
## @Ellaweb_3 (𝗘𝗹𝗹𝗮) · 09-17 07:48 · ♥118 ↻11 💬51 Yesterday I said $95-$96 was the line Solana needed to hold.
It held.
The Fed delivered the expected 25 bps hike. $SOL dipped to $96.13 around the decision, then bounced to $98.72 and has been stronger than BTC and ETH so far.
Nice reaction but $100 is still unfinished business.
Get back above it and yesterday’s damage starts to look repairable. Lose $96 again and this bounce probably fades fast.
For now, SOL took a hawkish Fed meeting without falling apart. That’s the update. > 引用 @Ellaweb_3: Solana opened near $102.5, briefly moved above $103 and then dropped as low as $95.7. Out of BTC, ETH and SOL, it took the hardest hit as traders reacted to the failed CLARITY Act vote.
I’m watching $95 now. Buyers need to defend that area first.
A move back above $100 would take some pressure off $SOL . Reclaiming $102.5 would matter much more.
If $95 breaks, $93-$94 is the next area on my chart.
And with the Fed decision still ahead... I doubt the volatility is finished. https://x.com/Ellaweb_3/status/2100492011920846998
## @SolanaSensei (Solana Sensei) · 09-17 09:13 · ♥101 ↻5 💬49 If I taught you guys how to do a proper vision board that will help you manifest your ideal life, would this be useful or valuable? https://x.com/SolanaSensei/status/2100513516796911663
## @DegenCapitalLLC (DegenCapitalLLC) · 09-17 07:37 · ♥102 ↻5 💬30 $Ember looks ready tbh.
Downtrend is broken and turned into an uptrend.
Up 50% from the bottom already.
5dvXTZ5qwgafnHtwu3Ls3QrWx1U4LQsFeCuJgkk4QEC6 https://t.co/8ylrF9c5sF https://x.com/DegenCapitalLLC/status/2100489415961547151
## @Okada_DeFi0x (Okada_Research) · 09-17 08:22 · ♥101 ↻3 💬18 Now that more ppl than ever are holding RWAs, ppl start asking what happens after it gets tokenized.
Because earning stocks by holding memes is nice. Turning that asset into collateral while it keeps earning its original return changes the entire capital stack.
The entire RWA universe is ~$708.8B when combining represented assets, distributed RWAs and stablecoins.
But that number is kinda misleading for what can actually be productive in DeFi.
Only $38.82B is distributed RWAs that can potentially move through lending, margin, reserves or yield markets.
– that pool was only ~$21.35B in January
– grew ~82% in 8 months, 34% since March
Inside it we have ~$15.65B tokenized Treasuries, $7.96B credit, $4.85B commodities, $3.8B active strategies and $2.92B tokenized stocks.
– $35B of the $38.82B is at least economically plausible collateral.
Still tiny compared with the $305B stablecoin base, but most stablecoins are economically dead for the holder.
1/ Tokenized Treasury yields are around 3.74% rn.
So instead of parking $100M of idle stablecoin collateral, $100M of Treasury collateral can theoretically keep producing ~$3.74M/year while still backing a loan or trading position.
This is why I think yield-bearing collateral is the actual primitive here, not tokenization itself.
2/ Private credit takes this even further.
The @Securitize / @MorphoACRED loop is basically ACRED → borrow USDC → buy ACRED → redeposit → repeat.
Using 8% underlying yield + 3.5% borrowing cost, 2x exposure gives ~12.5% before fees while 3x gets ~17%.
That's exactly why collateral matters. Once the asset becomes borrowable, a passive yield product becomes raw material for balance sheet construction.
3/ Same thing is starting on the trading side.
BUIDL and USYC can already sit as cross-collateral on exchanges with ~2% haircuts while still earning the underlying yield.
Exchanges used to monetize the trade. Now they can monetize the yield of the collateral supporting the trade too.
4/ Then equities are what take most of the mindshare rn.
Tokenized stocks are ~$2.92B, +17.3% in 30d, with ~$13.01B monthly transfer volume.
Meme holders are already earning stocks at 3-digit yields through platforms like @LaunchOnSF.
Then SPYx, QQQx and NVDAx are already entering @kamino strategies, while some platforms let eligible users borrow against names like AAPLx, TSLAx, NVDAx and GOOGLx.
That loop is something TradFi never really imagined before, and it’s about to scale in DeFi.
I know the hard part is making all of this actually work at scale, but that’s also where the real RWA infra stack gets built.
Stuff like NAV/oracle systems, curators, specialist liquidators, market makers, identity rails, custody and legal wrappers are all developing somewhere.
At the current speed of the market rn, we might be underestimating what happens when this expands beyond Treasuries.
Stocks, private credit, gold, invoices, funds, maybe eventually almost any cash-flowing asset can become something we hold, earn from and borrow against at the same time. > 引用 @Okada_DeFi0x: .@Solana is not the biggest RWA vault. It is the busiest RWA market.
The chain only holds ~12% of onchain RWA market cap, but it already does 32% of all RWA spot volume and 47% of every RWA trade.
That’s $14.7B of the $46B traded across chains + 42.6M of 91M trades over the last 12 months.
the gap between 12% of assets and 32% of volume is the whole Solana thesis here: capital doesn’t just sit, it moves.
Solana traders point to that:
– 374K RWA traders averaging 114 trades each
– median trade is only $29
– 20% of RWA-owning wallets
– average position is ~$14K vs $27K elsewhere → ~1.8x more owners per dollar of assets
The deeper insight is there are two different RWA economies forming on the same chain.
1/ Institutional side
– @BlackRock has $741M BUIDL on Solana, 27% of the whole BUIDL fund (4x in 2026)
– @Securitize has another $252M of fixed income
– Ctrl Alt carries ~$701M of private-fund assets
– @onrefinance’s tokenized reinsurance fund went 3x this year to $269M
– @humafinance’s PayFi strategy grew from $139M in January to $217M, +56%
Solana now does 74% of all onchain fixed-income volume, mostly because Maple did $4.0B and Hastra another $1.4B.
2/ Retail side
Equities are where the GTM starts getting really interesting.
– tokenized stocks/ETFs are now 56% of all Solana RWA volume
– Solana captures 31% of global tokenized-equity spot volume
– @xStocksFi did $5B volume with 274K wallet-product holdings
– @Backpack did $1.5B in its first two months after launching
The cleanest proof that putting these assets onchain is creating a different market.
– 63% of Solana tokenized-equity volume happens while US exchanges are closed.
– 17% happens on weekends.
Wallet-product holdings across Solana RWAs are now 5x higher than a year ago, and tokenized stocks generated 98% of the growth since April.
I’m starting to think all the stock-paired memes, launchpads and trench activity around Solana RWAs are less of a distraction than they look.
@LaunchOnSF contributed $43M RWA volume to the trenches.
The weak point is concentration rn. Five issuers generate ~90% of Solana RWA volume.
But maybe that’s exactly what an early market is supposed to look like.
First a few products prove ppl actually want to trade RWAs onchain, then exchanges, launchpads, lending, collateral, perps, stock-paired memes and 24/7 markets start composing around them. https://x.com/Okada_DeFi0x/status/2100500581030977910