# Solana DeFi — X 热门讨论 (2026-09-22 12:05 UTC)
## @CoinMarketCap (CoinMarketCap) · 09-22 11:41 · ♥54 ↻3 💬32 LATEST: 💰 DeFi Development Corp added 101,381 SOL to its holdings, growing its Solana treasury to about 2,490,304 SOL and SOL equivalents https://t.co/AaY0pGxbxk https://x.com/CoinMarketCap/status/2102362569008611729
## @Zorakrypt (Zora) · 09-22 06:53 · ♥53 ↻2 💬20 The stablecoin market has crossed $305B.
What matters more is where that liquidity is going and how it is being used.
Market leaders
USDT → $183.29B USDC → $74.42B USDS → $6.54B USDe → $4.88B DAI → $4.80B USD1 → $4.37B
USDT and USDC control about 84.5% of the market.
USDT remains the clear leader, while USDC continues to grow across DeFi, payments and institutional activity.
Where the liquidity sits
Ethereum → $146.68B Tron → $94.41B Solana → $15.59B BNB Chain → $13.29B Hyperliquid → $7.27B
Ethereum and Tron hold about 79% of global stablecoin supply.
Tron is heavily dominated by USDT.
Solana and Hyperliquid are heavily USDC driven.
Stablecoin liquidity is clearly following where users are trading, borrowing and settling.
The projects driving utility
⤐ @Tether_to and @circle remain the two dominant issuers.
⤐ @Aave and @MorphoLabs turn stablecoins into lending and borrowing liquidity.
⤐ @SkyEcosystem gives USDS a wider role across its DeFi ecosystem.
⤐ @ethena_labs brings a different model through USDe and its synthetic dollar design.
These protocols matter because they create actual demand for stablecoin liquidity.
Stablecoins are also connecting with tokenization
⤐ @BlackRock’s BUIDL, @OndoFinance’s USDY and Circle’s USYC are bringing Treasury and money market exposure onchain.
They are not stablecoins, but they are becoming part of the same onchain dollar economy.
The numbers tell an important story
Stablecoin market cap → ~$305B
DeFi TVL → ~$95.6B
The gap shows that a large amount of stablecoin liquidity is still outside DeFi.
As more of that capital moves into lending, trading, collateral, payments and settlement, stablecoins become more than a place to hold dollars.
They become part of the infrastructure moving money onchain.
The next stage of the stablecoin market is not just about issuing more dollars.
It is about making those dollars useful. https://x.com/Zorakrypt/status/2102290148092235980
## @MarRabeh (رابح رابح) · 09-21 15:25 · ♥51 ↻3 💬6 عملة SUi .. مرشحة لأن تكون من قصص الصعود الكبيرة القادمة شبيهة بما حدث مع عملة سولانا SOL .. فبعد النظر إلى وضع السوق والمشاريع الحالية .. فإن SUI هي أول عملة نضعها تحت المتابعة لأن : - قيمة تداولاتها كبيرة - احتمالات ارتفاعها ممتازة
لماذا SUI مهمة تحديدًا ؟؟ - مشروع Layer-1 قوي ينافس فئة Solana وEthereum من حيث التطبيقات والأداء.
- منظومة DeFi لديها تتطور بسرعة؛ في سبتمبر 2026 أعلنت Sui عن DeepBook، وتحويلات stablecoins بدون رسوم غاز، ومشروع Hashi لربط Bitcoin بالـDeFi.
- هناك اهتمام مؤسسي متزايد؛ فقد تقدمت Grayscale بتسجيل منتج Sui Trust، مع الإشارة إلى إمكانية تحويله إلى منتج SUI staking .
حاليا عند الدعم 1.00 دولار دعم قوي 0.6354 دولار دعم القاع القياسي 0.3620 https://x.com/MarRabeh/status/2102056568023912536