# Solana DeFi — X 热门讨论 (2026-09-19 10:37 UTC)
## @VIK_Degen (VΞK ⌬) · 09-19 05:59 · ♥57 ↻7 💬43 Gm builders
Injective just made a major move into Solana 🥷⚡️
$INJ is now live as a native SPL token through Sunrise, giving Solana users a much easier way to access and use INJ without the usual cross chain friction.
Phantom has also verified INJ, meaning users can now hold, send, swap and interact with $INJ directly through one of the biggest wallets in the Solana ecosystem.
The integrations are already starting to build:
• Raydium liquidity for INJ pairs • Jupiter swaps now live • Meteora supporting INJ markets • More wallet and DeFi integrations on the way
What makes this interesting is that Injective isn’t simply adding another chain to its list.
$INJ is gaining access to Solana’s users, liquidity and DeFi infrastructure, while Solana users get a simpler gateway into Injective’s growing onchain markets and RWA ecosystem.
From trading to tokenized assets, this creates more ways for $INJ to actually be used across ecosystems.
@injective × @solana is just getting started.
The liquidity and user activity that can come from this could make the next phase very interesting. 🥷 > 引用 @injective: BREAKING: INJ is now available and verified on @phantom, the most popular wallet in the Solana ecosystem.
Hold, trade, leverage, and swap $INJ directly through your browser wallet or mobile app. https://t.co/QXUvlKf4Ku https://x.com/VIK_Degen/status/2101189508809007231
## @OssyCrypto (Ossy 🪙 🐂) · 09-18 00:16 · ♥50 ↻13 💬10 SEC bugun tokenize hisseler icin 5 yillik gecici bir muafiyet tanidi. 🙄
Bu gelisme bence sadece “hisseler blockchain'e geliyor” haberinden cok daha buyuk. 😉
Robinhood veya Coinbase gibi platformlar, gerekli sartlari karsilamalari halinde #Apple, #Tesla, #NVIDIA gibi hisselerin tokenize edilmis versiyonlarini onchain piyasalarda sunabilecek.
Buradaki kritik nokta ise tokenin sadece hisse fiyatini takip eden sentetik bir urun olmamasi; SEC'nin sartlarinda geleneksel hisseyle ayni hak ve imtiyazlarin korunmasi gerekiyor.
Kongre #CLARITY Act konusunda aylardir ilerlemeye calisirken SEC kendi yetkisi dahilinde onchain hisse senedi piyasalarinin onunu acan gecici bir cerceve getirdi.
Bunun anlami cok buyuk:👀
24 saat acik piyasalar, blockchain uzerinde settlement, programlanabilir finans ve geleneksel sermaye piyasalarinin DeFi altyapisiyla bulusmasi.
Ve asil soru artik su:
Bu hisseler hangi blockchain altyapilarinda hareket edecek?
Ethereum zaten kurumsal RWA tarafinda cok guclu.
Solana tokenize hisse ticaretinde ciddi hacim toplamaya basladi.
Coinbase tokenizasyon altyapisini Base uzerinde kuruyor.
Robinhood tarafinda Arbitrum'un onchain settlement rolu var.
Plume ise dogrudan RWA, compliance ve gercek dunya varliklarini onchain getirme altyapisina odaklaniyor.
Bir de Ondo Finance var.
ONDO'yu burada blockchain olarak degil, tokenizasyon ve RWA finansal altyapisi olarak degerlendirmek gerekiyor. Ondo'nun Global Markets urunu gercek dunya finansal varliklarini blockchain uzerine tasima ve tokenize edilmis hisse/ETF benzeri urunleri yatirimcilara sunma tarafinda faaliyet gosteriyor.
Yani yeni sistemde sadece “hangi blockchain kazanacak?” sorusu olmayacak.
Hangi zincir settlement'i tasiyacak? Hangi altyapi varliklari tokenize edecek? Kim compliance ve custody tarafini yonetecek? Kim bu urunleri milyonlarca kullaniciya dagitacak?
#Ethereum, #Solana, #Arbitrum, #Base ve #Plume gibi zincirler bir tarafta;
#Ondo, Securitize ve benzeri tokenizasyon altyapilari diger tarafta. Bence asil buyuk degisim tam olarak burada basliyor.
Trilyonlarca dolarlik geleneksel varlik onchain oldugunda sadece blockchainler degil, bu varliklari tokenize eden finansal altyapilar da kritik hale gelebilir.
RWA hikayesi artik sadece bir anlatidan ibaret degil. Finansal piyasanin kendisi blockchain'e dogru hareket ediyor olabilir.
Yatirim tavsiyesi degildir. Kendi arastirmanizi yapin. 😉 #Bilgi https://x.com/OssyCrypto/status/2100740674060755157
## @EffortCapital (David) · 09-18 17:08 · ♥50 ↻6 💬10 Solana DeFi is undeservingly undervalued relative to its Ethereum DeFi peers.
The market doesn't seem to believe that institutional capital is coming to Solana in the form of tokenized equities and stablecoins, but the market is wrong.
solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS is the canary in the coal mine on this dislocation.
The market is discounting it by 50% to its Ethereum analogs as a function of stablecoin + RWA deposits.
The market prices forward-looking growth, and Solana DeFi is starting at a much smaller base in stablecoin and RWA supply than Ethereum + L2s.
The bet isn't just on absolute Solana DeFi stablecoin + RWA growth, the bet is on *relative* growth that will eat into Ethereum + L2 market share.
Feels like a no-brainer bet to me. Galaxy launching a Kamino vault, Backpack and xStock tokenized equity supply and trading volume going parabolic on Solana, Kraken launching xStock vaults on Kamino...the market is wrong about Solana institutional adoption imo.
Disclosure: I am long solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS
Also shoutout to the Blockworks MCP. It is SO SO SO SO good. Best in the industry. The data and prod-eng team absolutely cooked. Can't wait till we push this live to the market. https://x.com/EffortCapital/status/2100995412735967239