# Solana — X 热门讨论 (2026-10-02 12:02 UTC)
## @GonzalitoSNFT (Gonzalo) · 10-02 11:30 · ♥213 ↻168 💬176 20$ in $ETH | 90 Minutes 🔔
• Like+Comment my last RT 👉🔁 https://x.com/GonzalitoSNFT/status/2105983864564854954
## @lourdesanchezok (Lau) · 10-02 11:23 · ♥336 ↻96 💬21 Anyone here already following $CHIN?👀 @fitchinGG is kicking off a new chapter for this Solana project. What do you guys think? #ad #Solana https://t.co/rhThz3zXX2 https://x.com/lourdesanchezok/status/2105982057432187316
## @sandyXBT (Sandy🧸) · 10-02 11:20 · ♥175 ↻90 💬162 Another TipAnsem giveaway
- 50k $SQUIRE - 10 winners
To enter:
follow @M1lanX0r404 & drop solana address https://t.co/mtcaKnlbsU https://x.com/sandyXBT/status/2105981332304388313
## @NickyBuffett (Nicky) · 10-02 11:15 · ♥332 ↻52 💬26 Just came across $CHIN on Solana Looks like @fitchinGG is kicking off a new chapter for the project. Definitely worth taking a closer look at what's coming. Check it out 👇🏽 https://t.co/A6BSZh0gaq #ad #Solana https://t.co/POcmy1Xsvf https://x.com/NickyBuffett/status/2105980008292602257
## @ifwraviel (RAVIEL) · 10-02 10:55 · ♥128 ↻73 💬121 i am giving $10 to 1 person.
just follow @web_davee with notifications.
comment solana address here. https://x.com/ifwraviel/status/2105974910996693167
## @VBoostX (V-Boost) · 10-02 11:52 · ♥122 ↻98 💬1 3 / 6
GURUFUN — CLOSED BETA
A community-first token launchpad on Solana.
The platform is already in closed beta, with selected Early Birds launching their tokens.
→ @gurudotfun https://x.com/VBoostX/status/2105989184423096594
## @Johnfarmily (𝕁ohn 𝔽armily) · 10-02 10:49 · ♥111 ↻54 💬9 There’s something about $AQUA that has my attention. 🌊
Built on Solana and focused on bringing fresh projects to the spotlight. I’m watching this one closely. 👀
$AQUA CA: AQVcP67EpMyu4cBZZjqMu91cVsWy1aX98JmcZm1FyY9
@Aqua_Launchpad #DYOR https://t.co/3FYVaOGLfl https://x.com/Johnfarmily/status/2105973364816769105
## @WorldOfMercek (Mercek) · 10-02 10:38 · ♥119 ↻9 💬48 Tokenized equities have crossed $4.4B, but their real story is shifting from issuance to DeFi flows.
Equities generated 93% of August RWA spot volume, pulling DEXs, oracles and lending markets into the stack.
Here’s where tokenized equities are actually moving across the DeFi stack.
— — —
► Small market, high activity
Tokenized equities sit at $4.43B, just 0.0029% of the $151.9T listed-equity market.
But trading activity is already significant:
> $12.6B August spot volume > $72.4B August perps volume > $29.5B 30D transfer volume, +415% > 93% of August RWA spot volume
Equities are only 8–13% of RWA value, but account for most RWA spot activity.
— — —
► The market is becoming a flow business
Issuers capture the initial distribution, but most activity happens further down the stack:
Issuer → Token → DEX → LPs → Oracle → Lending → Collateral → Leverage
A tokenized stock can generate fees across multiple layers as it moves through DeFi.
That makes distribution, liquidity and composability more important than tokenized supply alone.
— — —
► Where the equity sits vs. where volume trades
A few issuers hold most of the equity supply, but activity is spreading across different venues.
> @Ondo : ~$1.26B stock TVL > @xStocksFi : ~$35–40B cumulative volume > @bstocksfinance : >$30B cumulative volume > @coinbase : >$1B DEX volume on Base > @RobinhoodApp : $10.4B 30D volume
— — —
► Tokenized stocks are entering lending markets
Aave and Morpho are adding tokenized equities as collateral, but current lending demand remains small.
> @aave : ~$29M initial collateral cap > @Morpho : ~$104K initial supplied liquidity > @aave : @chainlink 24/5 pricing > @GHO borrowing is the next step
The small caps reflect a key issue. Equities trade 24/7 on-chain, while the underlying market does not.
— — —
► DEXs are already capturing the flow
The issuer creates the asset, but DEXs capture the trading activity around it.
> @base → @aeroxyz : 85–97% share of Coinbase stock-token volume > @BNBCHAIN → @PancakeSwap : ~$5.5B stock volume > @solana → @Raydium : >$1B xStocks volume in 30D > @ethereum → @Uniswap : ~60% of a $20.9B 30D volume cut
The venue capturing the flow can matter more than the issuer creating the token.
— — —
► Oracles become core infrastructure
Tokenized equities need reliable pricing once they enter collateral and derivatives markets.
> @chainlink : @coinbase B20 and Aave Equities Hub, with 24/5 feeds > @PythNetwork : @xStocksFi, @Nasdaq Basic and 24/7 equity markets > August equity perps: $72.4B > August equity spot: $12.6B
Perps already trade ~5.7x spot volume, making oracle infrastructure increasingly important.
— — — The @SECGov’s September 17 exemption creates a path for tokenized NMS stocks to trade through regulated AMM venues.
US access could expand the market, while pushing more equity flow toward on-chain venues and DeFi infrastructure.
The next question is where that flow settles, and which protocols actually capture the economics. https://x.com/WorldOfMercek/status/2105970720794689808
## @FabianoSolana (fabiano.sol) · 10-02 10:14 · ♥110 ↻10 💬31 Imagine getting 5% MORE tokens on every swap
People are fighting over whether FOMO or Pump fun gives you the better price
Meanwhile, @JupiterExchange beats both ~90% of the time
Especially on tokens older than 24h with higher market caps https://t.co/0jDLBB5mX9 https://x.com/FabianoSolana/status/2105964754627858689
## @Dictator0X (𝔻𝕚𝕔𝕥𝕒𝕥𝕠𝕣X) · 10-02 09:21 · ♥102 ↻1 💬49 Solana Up or Down Hourly
$SOL is sitting around $122 after a bounce off the $117 area, up about 4% on the day and already testing $124.
The hourly market on @trylimitless is basically a coin flip. Up 54%. Down 49.3%.
After a short squeeze, the book is not chasing. It is waiting to see if this holds.
I am leaning Up for the hour. Small edge, not a conviction trade.
https://t.co/g8PzRYipzq https://x.com/Dictator0X/status/2105951324789452921
## @retardmode (retard mode ✞) · 10-02 09:56 · ♥120 ↻7 💬18 time is a flat circle
@retardioclassic verified on @MagicEden https://t.co/9MHNykU3uo https://x.com/retardmode/status/2105960178768121911