# Solana DeFi — X 热门讨论 (2026-10-02 11:29 UTC)
## @TheBullishX (The Bullish Whale 🐋) · 10-02 09:13 · ♥108 ↻103 💬37 🌐🔥 THE WEB IS GOING ON-CHAIN — MEET $WWW 🔥🌐
The internet changed the world. Now the next chapter is being built on-chain. 🚀
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💻 WORLD WIDE WEB 🌐 Ticker: $WWW ⛓️ Network: Solana 🚀 Community Driven 🔥 Built for the Web3 era
The Web connected billions of people. Web3 is creating a new way to connect, build, and participate. 🌍⚡️
And $WWW is stepping into that vision.
👀 WATCH $WWW 🔥 FOLLOW THE COMMUNITY 🚀 EXPLORE THE PROJECT 🌐 BE PART OF THE NEXT WEB CHAPTER
📜 CONTRACT ADDRESS "GAwhcphCqCv5bKHmCiN4VDdNWfbXJL4npmkc8L3Q9S9H"
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𝕏 X: https://t.co/np7DyuiLfv 🌐 WEBSITE: https://t.co/gIXQeZ6w1e
🌐 THE WEB WAS JUST THE BEGINNING. ⚡️ THE NEXT CHAPTER IS ON-CHAIN. 🚀 $WWW — WORLD WIDE WEB
#WWW #Solana #Web3 #Crypto #DeFi #Memecoin #OnChain #Blockchain https://x.com/TheBullishX/status/2105949376397078904
## @WorldOfMercek (Mercek) · 10-02 10:38 · ♥70 ↻9 💬43 Tokenized equities have crossed $4.4B, but their real story is shifting from issuance to DeFi flows.
Equities generated 93% of August RWA spot volume, pulling DEXs, oracles and lending markets into the stack.
Here’s where tokenized equities are actually moving across the DeFi stack.
— — —
► Small market, high activity
Tokenized equities sit at $4.43B, just 0.0029% of the $151.9T listed-equity market.
But trading activity is already significant:
> $12.6B August spot volume > $72.4B August perps volume > $29.5B 30D transfer volume, +415% > 93% of August RWA spot volume
Equities are only 8–13% of RWA value, but account for most RWA spot activity.
— — —
► The market is becoming a flow business
Issuers capture the initial distribution, but most activity happens further down the stack:
Issuer → Token → DEX → LPs → Oracle → Lending → Collateral → Leverage
A tokenized stock can generate fees across multiple layers as it moves through DeFi.
That makes distribution, liquidity and composability more important than tokenized supply alone.
— — —
► Where the equity sits vs. where volume trades
A few issuers hold most of the equity supply, but activity is spreading across different venues.
> @Ondo : ~$1.26B stock TVL > @xStocksFi : ~$35–40B cumulative volume > @bstocksfinance : >$30B cumulative volume > @coinbase : >$1B DEX volume on Base > @RobinhoodApp : $10.4B 30D volume
— — —
► Tokenized stocks are entering lending markets
Aave and Morpho are adding tokenized equities as collateral, but current lending demand remains small.
> @aave : ~$29M initial collateral cap > @Morpho : ~$104K initial supplied liquidity > @aave : @chainlink 24/5 pricing > @GHO borrowing is the next step
The small caps reflect a key issue. Equities trade 24/7 on-chain, while the underlying market does not.
— — —
► DEXs are already capturing the flow
The issuer creates the asset, but DEXs capture the trading activity around it.
> @base → @aeroxyz : 85–97% share of Coinbase stock-token volume > @BNBCHAIN → @PancakeSwap : ~$5.5B stock volume > @solana → @Raydium : >$1B xStocks volume in 30D > @ethereum → @Uniswap : ~60% of a $20.9B 30D volume cut
The venue capturing the flow can matter more than the issuer creating the token.
— — —
► Oracles become core infrastructure
Tokenized equities need reliable pricing once they enter collateral and derivatives markets.
> @chainlink : @coinbase B20 and Aave Equities Hub, with 24/5 feeds > @PythNetwork : @xStocksFi, @Nasdaq Basic and 24/7 equity markets > August equity perps: $72.4B > August equity spot: $12.6B
Perps already trade ~5.7x spot volume, making oracle infrastructure increasingly important.
— — — The @SECGov’s September 17 exemption creates a path for tokenized NMS stocks to trade through regulated AMM venues.
US access could expand the market, while pushing more equity flow toward on-chain venues and DeFi infrastructure.
The next question is where that flow settles, and which protocols actually capture the economics. https://x.com/WorldOfMercek/status/2105970720794689808
## @hayxenxt (𝙷𝚊𝚢𝚡𝚎𝚗) · 10-01 14:33 · ♥51 ↻1 💬30 Injective is quietly becoming way bigger than “just another DeFi chain.”
look at what’s stacking up 👀
→ RWAs getting tokenized → native USDC expanding across ecosystems → $INJ moving into Solana → AI agents getting access to financial markets → USDC entering real-world payments → Stockdrop connecting ecosystem activity with tokenized stocks
Different narratives.
Same infrastructure.
That’s the part I find interesting about @injective .
It’s not just about trading anymore.
It’s about bringing assets, payments, AI and markets into one onchain financial economy.
$INJ is building in a lot of directions at once. https://x.com/hayxenxt/status/2105667362674610178