# Solana DeFi — X 热门讨论 (2026-09-24 16:41 UTC)

## @Wealthygodman (Godman) · 09-24 14:00 · ♥53 ↻0 💬69 A lot of “yield” in crypto starts with a token.

@DualMintRWA is approaching it from the other direction.

Start with something physical that already makes money.

PLAY is built around 200 operating claw machines generating revenue from real-world usage.

People use the machines, the machines generate revenue and that revenue becomes the foundation for an onchain financial product.

There is no complicated DeFi loop to explain.

Just machines producing economic activity, with that activity moving onchain through Solana.

PLAY is targeting a 12–15% annual yield, with distributions made monthly.

That’s the part I find interesting and I'm leveraging

The underlying asset isn’t just sitting there waiting for price appreciation. It is actively being used.

This is why RWA isn't complicated. Because the question changes from:

“Which token will go up?” to:

“What real thing is actually generating the revenue?”

Steel earns it. Solana moves it.

Pre-deposits opened September 22, with a $230K deposit target

Start here: https://t.co/uAakn7RaSJ https://x.com/Wealthygodman/status/2103122284693299278

## @BSCNews (BSCN) · 09-24 15:36 · ♥50 ↻9 💬5 What are Ondo Finance's Intelligent Portfolios?

@Ondo Finance has just launched its own product category of the onchain asset class:

Professionally curated, multi-asset investment portfolios packaged in a single transferable token.

Instead of manually buying, allocating, and rebalancing your own portfolio of tokenized stocks and ETFs, non-US qualified investors can mint a single token for total return exposure to the underlying strategy.

So, what are they?

(1) They are neither funds nor ETFs.

• You are not a shareholder of an investment pool. • You mint and redeem your tokens with the issuer (Ondo Global Markets).

Every token is underpinned entirely by a weighted portfolio of Ondo stock and ETF tokens (including cash in transit).

(2) @BlackRock provides the model strategies. Ondo implements and runs them onchain.

The initial three strategies have different objectives:

• BLKHIon (Ondo High Income Powered by BlackRock): Global fixed income strategy utilizing iShares ETFs for global aggregate bonds, high yield, credit, and income sleeves.

• BLKDIGon (Ondo Diversified Growth Powered by BlackRock): Balanced strategy targeting approximately 70% equity and 30% fixed income, alternatives, and having a Bitcoin allocation.

• BLKGRWon (Ondo High Growth Powered by BlackRock): Higher growth allocation strategy.

The tokens are live now on Ethereum and BNB Chain, with Solana coming soon.

(3) The underlying infrastructure provides capabilities that conventional portfolios cannot provide.

The tokens are 24/7 p2p transferable and composability-ready for DeFi – usable as collateral in lending platforms, used in perps, or even nested into other Intelligent Portfolios.

(4) Access is via the same rails that investors use today.

Investors in permitted jurisdictions who meet eligibility criteria may mint or redeem on the Ondo app within US market hours (usually 9:30 a.m. to 3:45 p.m. ET) in an atomic manner.

In addition, tokens may be traded on secondary markets, wallets, exchanges, and DeFi platforms 24/7.

KYC requirements are the same as for Ondo Stocks; current Ondo Stocks investors do not require additional onboarding.

In short, Ondo Intelligent Portfolios represent an institutional approach to creating model portfolios that used to require a brokerage account and traditional fund packaging, wrapped into a single on-chain token that lives in the same wallet as users’ other crypto.

The first three BlackRock-driven products are live, laying the groundwork for other institutions to do the same. https://x.com/BSCNews/status/2103146611106886107

## @Kairos_Res (Kairos Research) · 09-24 14:47 · ♥53 ↻7 💬5 DoubleZero just announced its expansion to Hyperliquid, but onchain data shows the feed has been running since May

DoubleZero's Hyperliquid market data feed was created on its ledger on 05/07/2026 under the codename tiredsolid, more than four months before today's launch. By announcement day it already had 12 publishers in Tokyo and 15 subscribers. A separate order intent feed, drawn from Hyperliquid's mempool, had 7 subscribers before it was ever mentioned publicly.

Production groups went up on 09/16, billable feed products across 31 metros went up on 09/22 and 09/23, and today DoubleZero named Hyperion DeFi, MAVAN, and Kinetiq as the validator partners publishing the data.

Over the last 24 hours, Edge delivered Hyperliquid order book updates first in 96.3% of 16.5M races against the public API and three unnamed commercial providers, with a median lead of 53.6ms. The closest competitor is beaten 87.3% of the time overall and 75.2% of the time in Tokyo, so the edge is real but narrowest where Hyperliquid validators are.

With 15 subscribers before launch, Hyperliquid is already Edge's second largest venue, behind Solana and ahead of Kalshi, which DoubleZero announced in August.

All data comes from DoubleZero's public data API, ledger, and GitHub > 引用 @doublezero: DoubleZero Edge now carries data from @HyperliquidX.

Streams are entirely uncapped, every market, every order, the full L4 book including HIP-3.

Introducing the first-class path to Hyperliquid’s order book, and the fastest commercially available feed on the market. https://t.co/FXHMbqNWYk https://x.com/Kairos_Res/status/2103134209292308771

## @gumsays (gum) · 09-24 14:00 · ♥52 ↻2 💬7 Solana stablecoin TVL is stealing marketshare from Ethereum and is at new ATHs

⬜️ Up 500% in the last 2 years ⬜️ Ethereum down 14% from peak, Solana at ATH

Memefi, DeFi, Tokenization, its all happening here https://t.co/BTUCkm4AWV https://x.com/gumsays/status/2103122285771268234