# Solana DeFi — X 热门讨论 (2026-09-30 16:24 UTC)

## @Nova_lyn90 (Nova) · 09-30 09:45 · ♥222 ↻8 💬117 There’s an interesting angle behind @DualMintRWA that goes beyond another onchain yield story.

PLAY is connected to a real business model, where physical claw machines generate revenue from everyday users.

The plan is to build a vault around roughly 200 machines and use the income from those operations as the foundation for the target 12 to 15% yearly yield.

What I’m watching closely is the bridge between the physical and digital sides.

The machines operate in the real world, while the resulting revenue can flow through Solana and become part of an onchain financial structure.

The vault is targeting $230K in deposits with distributions expected on a monthly basis.

It’s a simple concept with an interesting execution challenge:

Physical machines create revenue, and onchain infrastructure handles the financial layer.

If @DualMintRWA can execute this at scale, PLAY could offer an interesting example of how real world cash flow can connect with DeFi. https://x.com/Nova_lyn90/status/2105232454277894202

## @xixibtc123 (西西🎒) · 09-30 05:08 · ♥50 ↻0 💬54 看完 Backpack CEO 这段采访，感觉他们是真没打算只做几只美股

Armani 直接把目标放到了整个股票市场上 Solana

十几只、上百只感觉都只是开始，后面还想继续往更多股票铺

还有个细节我觉得还挺有意思， 他们已经在想怎么用 API 把真实股票和链上的 DeFi 接起来了 听到这里突然觉得，Armani 想的东西确实挺远

如果真一步步做下来，以后 Solana 上玩的东西可能真的会越来越丰富了 > 引用 @solana: Armani Ferrante, CEO of Backpack, on what comes next for tokenized stocks.

"Not 10 stocks, not 100 stocks. We want to bring the entire stock market to Solana. One API where a real share, by any definition of the term, moves back and forth between your brokerage account and DeFi. Going from 200 symbols to 10,000 is the next leap."

@armaniferrante @Backpack https://x.com/xixibtc123/status/2105162768660025684

## @CryptoMichNL (Michaël van de Poppe) · 09-30 13:30 · ♥76 ↻8 💬11 Last time I spoke with @Matt_Hougan, he gave me his Mount Rushmore of crypto:

Bitcoin. Ethereum. Solana. Chainlink.

So this time, I had to ask: does that Mount Rushmore still stand?

His answer: yes.

Those four are still up there. But the list of challengers is getting interesting.

hyperliquid:native is making a case to be “chiseled into the Mount Rushmore.”

zcash:native is bringing privacy into the conversation.

Venice represents the intersection of crypto and real-world AI. And there are several DeFi assets Matt is increasingly bullish on.

The original four haven’t been replaced.

But there’s definitely more competition for the next spot.

Great having Matt Hougan back on @new_era_finance for round two. > 引用 @CryptoMichNL: While everyone's staring at #Bitcoin, Matt Hougan says four other assets are quietly leading this entire bull market.

Matt Hougan (@Matt_Hougan) is CIO of Bitwise, one of the largest crypto asset managers in the world. His frame for what's happening is bigger than a cycle:

The addressable market for DeFi protocols just grew 100x. From competing inside a $2 trillion crypto market to taking a shot at the $100 trillion stock market and the $300 trillion bond market.

And the race for that prize is on:

"$HYPE making its case to be chiseled into the Mount Rushmore. $ZEC is arguing that privacy should be on the Mount Rushmore. $VVV is arguing that real world AI should be on the Mount Rushmore."

We cover: - The four assets he sees winning this bull market, and why Bitcoin is only part of the story - Why traditional investors who move into the tokenized world never go back - Why exchanges keep getting disrupted every year and a half - The Mount Rushmore of crypto: who's carved in, who's campaigning - Bitcoin as the debasement hedge, tokenization as the second megatrend running alongside it

Thanks to @OKX for being today’s sponsor of the show!

Timestamps: 00:55 - The Bull Market Awakening 03:03 - Bridging TradFi And Blockchain 05:59 - The Evolution Of DeFi 08:55 - The Future Of Trading 12:13 - Institutional Interest And Regulation 14:54 - The Changing Exchange Landscape 18:10 - The Future Of ETFs 26:57 - Tokenization's Next Phase 28:40 - Layer One Expectations 30:10 - New Protocols And DeFi Bets 32:13 - Social Trading And FOMO 34:38 - Tokenized Stocks Explained 36:01 - The Mount Rushmore Of Crypto 38:57 - Fixing Tokenomics 41:21 - Bitcoin As An Inflation Hedge 45:12 - The Two Mega Trends 47:50 - AI's Role In Crypto https://x.com/CryptoMichNL/status/2105289057660260362

## @zordcrypt (ZORD CRYPT) · 09-30 13:45 · ♥52 ↻1 💬16 The biggest challenge for tokenized assets may not be putting them onchain.

It’s getting them to move across chains without creating a new infrastructure stack every time.

That’s the problem @chainlink is targeting with CCIP 2.0.

CCIP already secures $84B+ in token value and has enabled $34.2T+ in cumulative transaction value. The next step is making cross-chain transfers more configurable for institutional use.

Here’s the breakdown:

→ One asset, multiple networks Tokenized assets are being issued across Ethereum, Base, Arbitrum, Solana and private institutional networks.

That creates fragmented liquidity and distribution.

An issuer that wants the same asset available across several networks needs reliable infrastructure connecting them.

Building separate systems for every chain can take months and cost six figures per deployment.

CCIP provides a common layer instead.

→ Security becomes configurable CCIP 2.0 introduces Cross-Chain Verifiers (CCVs).

The default Chainlink Committee Verifier uses 16 independent node operators, while institutions can also run their own CCVs.

For protected transfers, both verification layers must cryptographically approve the transaction before execution.

Third-party providers can also build specialized verification services, with an open CCV marketplace creating room for a broader verifier ecosystem.

→ Settlement doesn't have to mean waiting for full finality CCIP 2.0 introduces Faster-Than-Finality (FTF).

Issuers can define confirmation thresholds based on the value and risk of a transaction.

Smaller payments can use faster confirmation. Larger settlements can wait for full source-chain finality.

FTF is disabled by default, so institutions decide where it applies.

Ethereum’s Fast Confirmation Rule could eventually push some cross-chain settlement times down to seconds.

→ Compliance sits inside the transaction flow CCIP 2.0 also integrates ACE for programmable compliance.

Think: User → compliance checks → issuer rules → CCIP → destination

ACE connects more than 20 identity, risk and regulatory providers, allowing transfers to apply requirements such as:

• KYC • AML screening • sanctions checks • transaction limits

That matters for institutions because moving an asset cross-chain isn't enough. The transfer also has to follow the rules attached to that asset.

→ The network is bigger than Chainlink CCIP 2.0 is being built around an ecosystem that includes banks, asset issuers, infrastructure providers, verification networks, blockchains and DeFi protocols.

Financial institutions include @ANZ_AU, @Fidelity, @SCBThailand, @sygnumofficial and @BottomlineTech.

Asset issuers include @AllUnity, @ArchaxEx, @CryptoFinanceAG, @GoldZipXGZ, @HastraFi, @SBI_Digital, @TaurusHQ and @xStocksFi.

The CCV ecosystem includes @SymbioticFi and @Nethermind, while @awscloud, @GoogleCloud and @Infosys are part of the infrastructure layer.

On the DeFi side, participants include @Aave, @maplefinance and @Lombard_Finance.

CCIP also spans networks such as Ethereum, Base, BNB Chain, Arbitrum, Monad, Canto, Polygon, Avalanche, Optimism, Ink, Mantle and Plasma.

So the broader thesis is simple:

Tokenized finance will not live on one chain.

If institutional capital is going to move between dozens of networks, the infrastructure connecting those markets needs to handle security, compliance and settlement rules without every institution rebuilding the stack themselves.

That is the role CCIP 2.0 is trying to establish.

Not just a bridge between chains, but a configurable coordination layer for onchain capital. https://x.com/zordcrypt/status/2105293048875999350