# Solana DeFi — X 热门讨论 (2026-10-09 03:40 UTC)
## @TechFlowPost (TechFlow 深潮｜APP 已上线) · 10-08 18:11 · ♥59 ↻12 💬11 连长期看空 BTC 的宏观 AI 研究机构，都开始反手建仓加密篮子了。
几个小时前，知名宏观与 AI 主题研究机构 @citrini Research 发布了一篇长文《Breaking The Wall》，并破天荒地推出了他们有史以来的第一个加密代币投资组合。
给不了解这个机构的兄弟科普一下，Citrini Research 凭借过去两年对 AI 硬件、半导体供应链的精准主题投资名声大噪。
但他们长期认为，加密行业过去十年更像是一个“手里拿着锤子、到处找钉子”的行业，除了 Meme 赌博和稳定币转账，与华尔街传统金融完全是两个割裂的平行宇宙。
在其公开交易记录中，Citrini 曾在 2025 年底建立过“做多纳斯达克、做空比特币”的对冲头寸，直言很多代币缺乏基本面和真实现金流支撑。
那究竟是什么让这样一家专注于 AI 与宏观的传统投研机构，在今天选择打破次元壁呢？
文章作者认为，加密处在了 Agentic AI（自主智能体）与 RWA 的交汇点。
作者自己充了 1000 美元到 Coinbase Wallet，亲自下到链上战壕体验了一圈。
他发现，在科技圈还在为 GPU 算力瓶颈争吵不休时，链上已经悄悄建好了一套极像传统金融的基础设施，代币化国债、股票、期权、借贷与可编程债务一应俱全。
所以体验完了加密后，这家机构公开的加密投资组合，有极其鲜明的 “DeFi 基础设施 + 真实收入 + 衍生品” 取向：
前排重仓标的：
Derive (DRV 10%)、Lighter (LIT 10%)、https://t.co/dIFwt1yhuL (ETHFI 10%)、Aave (AAVE 9%)、Ethena (ENA 9%)、Solana (SOL 8%)。
几乎清一色偏向能够产生协议真实费用、具有代币化资产承载力、或者为链上金融提供核心流动性的底层引擎。
与此同时，他们还在美股市场同步配齐了 Securitize、Circle、Coinbase、Robinhood 以及 Bitwise Hyperliquid ETF 等合规代理敞口。 https://x.com/TechFlowPost/status/2108258935010652385
## @SolanaHub_ (Solana Hub) · 10-08 20:00 · ♥75 ↻5 💬5 Last 24H On Solana
DeFi & Capital Markets
- @orca_so and @loopscale are joining forces to build a network for capital formation (@formation_so) and allocation around tokenization and onchain finance. - @launchonsf: Stonkfun surpassed Axiom to become Solana’s second largest revenue generating protocol over the past 30 days.
Stablecoins & Payments
- @solana: Stablecoin holders topped 14M addresses, adding 4M+ since the start of the year. - @solana x Samsung Wallet: U.S. users will soon be able to send cross border USDC payments on Solana, reaching 82M Galaxy devices from late October.
RWA & Tokenization
- @sunrise: $WLD is now live on Solana through Sunrise as the canonical WLD token. - @dualmintrwa: Tokenized 200 claw machines on Solana as its first liquid fleet of machines.
Ecosystem & Consumer
- @SolanaEvents: Solana Community Awards takes place November 13 at Somerset House in London, with nominations closing October 14. - @bonk_inu: @partybet offers 30+ Telegram games, weekly free chips and bonus cash rewards. - @blockrips: Gacha Clans lets users create or join clans, generate volume and earn up to 15% revenue share. > 引用 @SolanaHub_: Last 24H On Solana
DeFi & Trading
- @JupiterExchange: Jupiter Lend overtook @Kamino to become Solana’s largest lending protocol, reaching $2.6B in deposits and more than $1.08B in loans. - @Kamino: reported its AUTO market surpassed $100M in total market size, backed by consumer auto loans and driven by its fixed rate Multiply product. - @Apyx_Fi: $apyUSD is now accepted as collateral in Kamino’s isolated credit market, allowing users to borrow USDC while maintaining exposure to its underlying yield. - @TrustWallet: enabled SOL and wSOL swaps with 0% Trust Wallet swap fees, subject to terms. - @OverdotComputer: introduced perpetual prop trading for tokenized stocks with instant funding up to $50K, no evaluation, no daily max loss, and no trading fees. - @ImperialPerps: raised a $1.5M seed round led by Foundation Capital to build a perpetuals trading platform on Solana.
RWA & Tokenized Assets
- @BackpackOnchain: listed $RACE on Solana through Sunrise, issued by Backpack Securities and redeemable 1:1 for Ferrari shares. - @Zerion: added @xStocksFi, bringing 100+ tokenized stocks to 24/7 trading across Solana and eight other chains. - @Solana: launched delivery versus payment with input from J.P. Morgan to bring institutional settlement onchain. - @Sunrise: listed $VVV on Solana as its canonical market. - @BotifydotCloud: launched Botify v2, allowing bots to monitor tokenized stocks and create stock paired tokens on bonding curves when predefined signals are met.
Stablecoins & Payments
- @Solana: stablecoin holders surpassed 14M, up from fewer than 4M in late 2024. - @USDC: its bridge now supports Solana, allowing USDC transfers between Solana and 18 other ecosystems. - @BlockRunAI: launched batch x402 payments with @PayAINetwork and @SolanaFndn, enabling multiple AI model calls to be paid for in a single USDC transaction.
AI & Infrastructure
- @SolanaEvents: announced the Solana Intelligence Summit in London on November 13, bringing AI builders together for talks, workshops, demos, and networking. - @MagicBlock: launched MagicBlock v1.0 on Solana, enabling real time applications with verifiable outcomes and private onchain payments.
Gaming & Ecosystem
- @SolanaGaming: reported a new all time high in unique wallets holding at least one tokenized collectible from @Collector_Crypt. - @Treasure_DAO: announced @HiggSmart, a Solana tool for creating meme tokens and verifying their creators to help protect against copycats and scams. - @WormWTF: launched ATP markets with live odds updating alongside tennis matches. - @Jup_Mobile: added a customizable in app quick bar supporting up to three user selected actions. https://x.com/SolanaHub_/status/2108286310167527838