# DeFi — X 热门讨论 (2026-09-19 12:48 UTC)
## @OxSimpleFarmer (SimpleFarmer) · 09-19 12:02 · ♥91 ↻28 💬17 Early numbers from The Interns launch are already showing profound effects.
We’ve increased the community size by more than 9,000 wallets holding $STONKBROKER, while simultaneously decreasing the token supply.
Over the past 7 days alone, more than 10,000,000 $STONKBROKER has been successfully burned in pursuit of Intern creation.
We call that a win win, powered by DeFi > 引用 @OxSimpleFarmer: Interns have a lot of people excited, and this has been an extremely pure product to develop for me. Simply building something and working on something that I am genuinely passionate about doesn't feel like work, it feels like play and I hope that emotion reflects on the product as well as its' efficacy.
So why do Interns exist?
The key is human to human relationships and spreading the ethos of StonkBrokers.
StonkBrokers works. Activated brokers pick the stock tokens and assets they want. Every round, the protocol fees get swapped into those picks, and the rewards land straight in each broker’s own wallet. The problem is simple: there are only 4,444 brokers, and the better the protocol does, the harder it gets to buy a seat.
Interns are how we let more people in without watering down the brokers. Every intern is created by an activated StonkBroker. The broker decides what cut of its revenue the intern gets, and the intern’s job title shows that cut to the whole world. Brokers are the senior desks. Interns are the next generation learning how to run one.
A cheaper way in. $20 in ETH plus 999 $STONKBROKER per intern for the first 24 hours, paid by the parent broker when it mints. Only the $STONKBROKER side moves after that, up 10% a day for 10 days and then 1% a day for the next 365 days. After the mint, interns trade on the Intern Exchange at whatever the market says, so a new user can get their first seat in the eco for a fraction of a broker.
Learn by doing it. Interns run on the same rails as brokers. Same Clock In elections, same token bound wallets, same tools. Picking your stock token menu, activating a tier, market making a pool, locking liquidity. Intern owners do the work. They do not watch it.
The path to a broker. Interns who select $STONKBROKER for their rewards will see a loading bar so they can watch as they DCA their way up to get enough tokens to secure their own StonkBroker NFT. The career ladder is built to graduate people. An intern owner who has learned the floor is the next StonkBroker holder, and a broker who trains two good interns earns more from the exact same revenue. We want every new user to become a StockFi and DeFi power player, and interns are the on ramp.
More to build on. A second collection, a second Clock In, an NFT exchange, the names marketplace for Robinhood Chain, and the V2 lending desk, all run by the interns. Every one of them is a new surface for developers building in the StonkBrokers eco.
When we trade tokens on chain we are all StonkBrokers. https://x.com/OxSimpleFarmer/status/2101280845700964401
## @DefiDoll001 (Defi Doll🖤) · 09-19 06:37 · ♥70 ↻17 💬50 Happy weekend everyone
Enjoy your day 😌🫶🖤 https://t.co/fMvovWSFMa https://x.com/DefiDoll001/status/2101198902540022261
## @Kaffchad (Kaff 📊) · 09-19 08:31 · ♥79 ↻8 💬21 The obvious thesis was @RobinhoodApp is the biggest stock trading app for retail, they can put stocks onchain, move those users into DeFi and suddenly become the consumer RWA chain.
But that’s not really what happened.
RH Wallet users were only around 1–2% of chain txs around the early Sep peak, and Stock Tokens still aren't available to US persons…
Meanwhile the chain itself went completely feral.
– 12.3M addresses, 576M txs
– $929M DeFi TVL, $1B stables
– $34.6B cumulative DEX volume
– $1.47B DEX volume/day and $12.1B/week
– perps are another $523M/day and $3.3B/week
Robinhood distribution is supposed to be the moat, but the flywheel started spinning before that distribution moat was fully plugged in.
What actually bootstrapped it was the trenches.
Pons, Uniswap, chain-native memes, stock-paired memes, AI etc turned RH into a casino first, and the casino is now creating demand for the financial primitives underneath it.
Now everyone is talking about the flywheel:
Meme gets launched against stock → LPs hold both sides → stocks get more holders + liquidity → deeper markets → another product can use that liquidity → demand for tokenized stocks expands.
This is completely different from putting an ERC20 wrapper around a stock and praying somebody trades NVDA/USDC once a week.
Some of the examples got kinda absurd.
– stock memes on @longdotxyz absorbed 20–40% of certain stocks' onchain float at one point
– $BONER held ~42% of HIMS float while $AI held ~18% of NVDA
Obviously that doesn't mean they moved 18% of Nvidia haha. But that is exactly the reflexivity.
A dumb meme can create meaningful transactional demand for a very thin RWA float without the trader having any fundamental interest in the stock itself.
Sep started showing what happens when this scales.
– tokenized-stock DEX volume hit $4.3B in one week, +127.8% WoW
– RH accounted for ~$2.87B / 66.3% of that measured week
– Robinhood-issued Stock Tokens did around $7B DEX volume over 30d.
I’m seeing the next stage slowly forming too.
– @ponsdotfamily doing $4M daily fees
– @Uniswap another $2.4M
– all apps combined doing $7.7M/day in fees
– new dev teams up ~3.1x YoY
– important infra keeps deploying fast: @PareStocks, @pairdotfund, @deltaliquidity, @orbiodotso, @Hookrfun, @routedotfun, @ClutchMarkets.
RH Chain rn is much more valuable as a place where apps can actually build businesses. And that creates a second flywheel:
Builder sees billions of turnover + users willing to pay millions/day → ships another primitive → that primitive gives existing capital another reason to stay → another app can compose with it.
The flywheel isn't fully closed yet.
But I'm increasingly convinced the craziest part is RH can use speculation to create the market for tokenized stocks. https://x.com/Kaffchad/status/2101227587813154870
## @Defi_Warhol (DeFi Warhol) · 09-19 09:45 · ♥64 ↻10 💬19 Ofc Zuck has thoughts on how the AI race should be run.
But TBH, he makes a fair point: labs shouldn’t need everyone else to slow down before taking safety seriously themselves.
Slowing down can buy time to fix safety issues, but what matters is what actually changes during that pause. Once development speeds up again, safety still needs to be part of the process.
If I’m giving an AI agent access to my entire computer, including my accounts and work, I need to trust that it’ll follow my instructions and stay within the permissions I gave it.
Being smarter means very little if I can’t trust it. > 引用 @finkd: Last month I wrote about how we can build a positive and safe future for everyone: https://t.co/eoLGVY8yad
Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens.
The reality is:
- People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned.
There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind.
- Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well.
Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built.
- Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators.
- Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well.
I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do. https://x.com/Defi_Warhol/status/2101246168571490482