# Solana DeFi — X 热门讨论 (2026-10-08 12:25 UTC)

## @iruletrenches (Miyamoto) · 10-08 11:44 · ♥56 ↻11 💬15 many missed this update form @Hoookedpad

solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE has now everything that $STONK, $PONS, and $AI have and way more.

the possibilities around hooks here are basically infinite. we’re already seeing novel staking mechanisms with $Hooked, new DeFi iterations built around hooks, and a strong fee flywheel similar to $PONS that played a major role in its run to a 1B mcap.

80% of all fees from volume and transactions across every launch on @Hoookedpad go straight toward solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE buybacks and burns. over 5% of the supply has already been burned, with 3000+ SOL bought and burned, and it’s still very early days for $HOOKED

$HOOKED is paving the way for an infinite sea of new metas and onchain experimentation within a larger meta. and most don’t quite understand this yet.

I have zero doubt we’ll see insanely innovative DeFi/yield ponzis built around hooks, potentially much bigger than the OHM / V3-style ponzis we saw in 2021.

@MeteoraAG cracked devs and LP wizards are also giving full support on the tech side and working alongside the Hooked team to create novel hook mechanisms for new DeFi and yield-bearing protocols.

the future looks bright ! get fucking HOOKED 🪝 > 引用 @Hoookedpad: Paired launches are live on Hooked.

Your token doesn't have to trade against SOL anymore. Pair it with a stock, gold, or another coin, and your holders get paid in it.

Launch against NVDAx and holders earn NVDAx. Launch against Bonk and holders earn Bonk.

• 703 pairs: xStocks, Backpack and Ondo stocks, gold and silver, Sunrise majors and hundreds of coins • About 1.6% of every trade goes to holders, by how much they hold • Sent to their wallets every few minutes. Nothing to stake, nothing to claim • Works with most Hooked rules

3% fee on paired tokens. Hooked's share is the same as any launch.

https://t.co/RHQzLbjPjG https://x.com/iruletrenches/status/2108161673634755003

## @lanhubiji (蓝狐) · 10-08 04:28 · ♥50 ↻6 💬11 以太坊的代币化基金的一周增量大约是 Stellar 的两倍,是第三名之后总和的近9倍。

前两名合计约占图中全部增量的 93%。

说明了三个事情:

一是,机构级代币化基金选链高度集中,不太跟零售链热度走。

这类资产主要是货币市场基金/美国国债基金/信贷基金。

发行方要的是合规、托管、结算和已有分发渠道,不是 TPS 或 meme 活跃度。

由此,Solana/Base/BNB Chain 在散户和 DeFi 上可以很热闹,在这类产品的周增量里几乎看不见。

Robinhood链也开始出现在榜单末尾,也说明券商自有链还没成为基金发行的主场。

二是,表面看是双寡头格局,但其实更多是单寡头。

以太坊是默认的机构发行与结算层:BlackRock BUIDL、Ondo、Superstate、部分 J.P. Morgan 产品等都在上面,这一周 +3.5 亿美元只是存量优势在继续放大。

Stellar 能居第二,不是生态叙事,主要是是 Franklin Templeton 的代币化货币基金(BENJI)长期以 Stellar 为主场,另外Sky、J.P. Morgan有少量试点,算不上机构多数认同

三是,继续强化以太坊作为 RWA 结算网络的位置,不过,不会自动变成 gas 费或 ETH 需求,短期内不会对ETH产生明显影响。如果资产达到更大规模级别(如数百亿/千亿美元以上),会对估值产生明显影响。

最后,L2 在这张图里几乎为零,也说明基金发行方目前仍把资产放在 L1,不是跟着应用层流动性走。 https://x.com/lanhubiji/status/2108051985060839555

## @reebmughal (۶۟ৎ Reeb ⸝⸝ ✧ ♡) · 10-07 19:03 · ♥51 ↻2 💬14 Solana made on chain finance fast. But what happens when finance needs privacy too?

That’s where Injective’s CypherOS gets interesting.

Solana → High speed public blockchain → Built for scalable trading and DeFi → Transparency is a core part of the ecosystem

Injective + CypherOS → Confidential transactions → Private trading → Privacy focused tokenization → Built specifically with financial use cases in mind

The next phase of on chain finance won’t only be about how fast you can trade. It will also be about what information you need to keep private.

→ Solana pushed speed forward. → CypherOS is pushing the privacy side of on chain finance forward. And that could become just as important as scalability. > 引用 @reebmughal: Injective just gave us two strong signals about where the ecosystem is heading next.

→ Staked INJ ETF INJC Canary Capital’s Staked INJ ETF is now marked as “coming soon.” The fund is designed to hold $INJ directly and stake a portion of it to generate additional rewards. Filings have progressed, but final approval is still pending.

→ Trench Treasury is live The Injective Foundation has launched Trench Treasury, rewarding projects and communities that are already bringing real users and builders into the ecosystem. The first round went to Sprout and RunUp.

The focus is clear: • $INJ is genuinely core to the project • Holders are distributed organically • Liquidity is real • The community is active • Most importantly, there is actual traction Ideas are easy. Building and creating real demand is what matters.

One move creates a path for larger capital to enter $INJ. The other supports the people already building on the ground.

Injective is building for the next phase. https://x.com/reebmughal/status/2107909650893226366