# Solana — X 热门讨论 (2026-09-11 06:43 UTC)
## @yungreal69 (Yungreal) · 09-11 06:27 · ♥269 ↻142 💬219 $25 SOL GIVEAWAY
To enter:
Just leave your answers on the previous post👇
Rolling in 15 min. > 引用 @yungreal69: Dinner with @Romer or $100,000? https://t.co/fzqkjoVgKj https://x.com/yungreal69/status/2098297452386205894
## @0xmim9 (𝐌𝐈𝐌 ♡) · 09-11 03:15 · ♥113 ↻6 💬128 Happy Weekend All 😘
Sleepagotchi started with a simple idea: make sleep feel like a game. 💤
Now @sleepagotchi is building something much bigger an agentic AI layer for the wellness economy.
You sleep track your recovery through your phone or wearables take care of Dino and earn rewards while building better habits.
The interesting part is the AI layer Sleep Coach Wellness Coach Meal Planner and eventually a Shopping Agent.
Instead of only collecting health data Sleepagotchi wants to turn that data into useful actions.
And with its Solana based ecosystem and planned $SLEEP token the next chapter looks even more interesting.
Better sleep + AI + rewards is a pretty unique combination. 🦖💚 https://x.com/0xmim9/status/2098248918945448404
## @Brainbox_34 (Brainbox) · 09-11 05:07 · ♥100 ↻4 💬88 Greetings X builders It's better to be consistent even if you're not getting the grind right
Perfection comes by showing up and steady practice
Master your skills and be ready for opportunities before the get to you
Lock in https://t.co/kK9MSMFHi0 https://x.com/Brainbox_34/status/2098277162767859768
## @Cointelegraph (Cointelegraph) · 09-11 05:30 · ♥130 ↻21 💬16 🔥 BIG: SEC Chair Paul Atkins to deliver a keynote at the Solana Policy Institute's Washington x Wall Street summit on September 14, with Commissioner Hester Peirce joining for a fireside chat. https://t.co/BrRv77VcoM https://x.com/Cointelegraph/status/2098282987812966462
## @zeroxkyle (Kyle) · 09-11 03:23 · ♥104 ↻16 💬15 Alright now that the entire chain decided to take a dump + everyone rotating to solana - we've had a sell off across assets on the chain, people chasing other stuff w no fundamentals, etc. giving a setup for opportunities that are undervalued and are selling off irrationally
Orbio is the best small cap asymm opp I see on RH chain for a number of reasons.
For context: Inference Capital Markets is IMO a huge undertapped growing theme both in crypto and trad. OpenRouter got acquired by Stripe for 7b. Jevons Paradox of Chinese AI models and vid gen all point at growth rates far beyond anyone has forecasted y/y. The fact is, as AI models become cheaper, demand just keeps increasing.
Its easier to start w the risks 1/ Why ORBIO and not (other coin) - Yes, inference markets have been tried before. Surplus is a good product. But basically, the problem w all tokens lie in one or two things - 1) Token problem, 2) Founder problem.
Surplus lies in camp 1. The token is some random BNKR token whom the dev didn't launch. No value accrual there.
The Claude ripoffs are problem 2) - in an era where everything can be vibe coded, reputation matters more than everything else. The ORBIO dev is actually reputable in the space; can't say the same for the other ripoffs
2. Bear Market? This is an inevitable. Looking at today's PA, I will be honest and say that it is not looking good lol. The market is too correlated w macro atm - US10Y continues to rise, Iran war sheanenigans.
Again, I said this in my subs - if crypto does a 2 week bull market and goes back to bear market, then, even by crypto standards, that's really sad.
Now on to the bull case
(+) New thematic vertical in crypto in a old and beat down narrative (crypto x ai) - many doubters, climb the wall of worry
(+) Dev is absolutely cracked, ex NFT perp team & has been pushing out updates everyday. In a era where everything can be claude and vibe coded, the reputation stands out
(+) Genuinely polished product and all around extremely smooth and legitimate - compared to all the vibecoded scams around
(+) Product wise - growth inflection, high speed and ship fast. In the past week, he's already making an Orbio builders - people who want to build on top of Orbio. And as shown in the post below, inflection demand
As we all know, building the underlying infra demands the highest multiple - HYPE with HIP, L1s as the chain ; Orbio as the underlying inference payout machine
(+) Token value accrual - right now it's hold ORBIO get inference credits ; but honestly it's a pretty genius flywheel bc instead of giving cash (dividends + reg problem), giving inference actually incentivises people to hold (similar to VVV / DIEM) + enable selling brings liquidity to the marketplace
that being said, market is pretty shit show right now. so, nfa. > 引用 @0x_aster: i weigh retail revenue over onchain volume. real demand shows up as fiat payments.
today our usage peaked, over 5 days we've served 3.7B tokens through the gateway, 37.5k requests. https://t.co/5MsPSYEVJQ https://x.com/zeroxkyle/status/2098250936582111739
## @Tanaka_L2 (Tanaka) · 09-11 04:54 · ♥107 ↻2 💬25 My thoughts on the coming arms race for Tokenized Stocks
The more I track tokenized stocks, the clearer the competition becomes.
Robinhood, Base, Binance and Solana are now competing for issuance, liquidity and distribution.
The numbers already show it:
– @RobinhoodCrypto offers more than 190 stock tokens.
– @binance's bStocks passed $500M in AUM within seven weeks and expanded beyond 46 listings.
– @xStocksFi now represents $612M in assets across 733 products and almost 300K holders.
– @solana processed more than $10B in cumulative tokenized-stock volume by June, including a record $683M day.
– @base launched with 4 Coinbase stock tokens and roughly $7.5M in circulating supply, with contracts prepared for nine more.
This looks like a race between chains and exchanges.
I think that is only the first stage.
Robinhood, Coinbase, Binance and Solana each control a large user base.
They can promote their own stock-token format, subsidize liquidity and place those assets directly inside products people already use.
That distribution advantage is real.
But I do not think centralized distribution remains equally defensible once users start holding and trading these assets onchain.
I can already see the interface layer becoming more important.
– @phantom supports both xStocks and @Ondo stocks.
– @Uniswap supports tokenized securities across its Web App, Wallet and API, while also routing Robinhood Stock Tokens through UniswapX and AMMs.
The user no longer needs to care whether Nvidia exposure is called NVDAx, NVDAon, NVDAb or NVDAc.
They only need reliable redemption, strong legal protection, deep liquidity, low slippage and good execution.
Once several regulated issuers tokenize the same stock, the ticker itself becomes less important.
The wallet or router can compare every available version and decide which one should receive the trade.
That is where I think the real power shifts.
Onchain front ends such as Phantom, @Pumpfun, @ponsdotfamily, and @fomo control discovery and user attention.
Execution infra such as Uniswap, @MeteoraAG and @PancakeSwap controls routing and liquidity.
Issuers still control the regulated wrapper, custody and redemption. But they may no longer control the order flow.
Robinhood Chain is already showing why this matters.
In July, stock/meme pairs generated $46.1M in one day.
At one point, more than half of the chain’s stock-token volume came from pairs where the other asset was a meme, with AI/NVDA as the largest contributor.
I initially viewed this as a speculative side market.
Now I think it is a serious distribution experiment.
Pairing a new meme directly with NVDA, AAPL or SPCX creates demand for the stock token without requiring users to arrive for the stock itself.
The meme brings attention and holders, stock token becomes the liquidity asset, then the chain gains activity across both.
That explains why these ecosystems are leaning into the stock + meme meta.
It is one of the fastest ways to bootstrap liquidity, ownership and distribution at the same time.
But it also changes the competitive question.
The winner may not be the company that issues the most stock tickers.
It may be the issuer that gets selected most often by wallets, routers, launchpads and liquidity venues.
That competition will come down to 4 things:
[1] Regulatory structure and redemption quality
[2] Liquidity and execution
[3] Distribution through dominant onchain interfaces
[4] New use cases such as stock/meme pairs, lending and collateral
I expect the user experience to eventually look similar to stablecoins.
A wallet may show one USD balance even when several stablecoins sit underneath it.
Tokenized stocks could follow the same path. > 引用 @Tanaka_L2: ➥ Tokenized Stocks: A Bigger Opportunity Than Most People Think
Tokenized stocks are completely changing the way people access traditional equity markets and honestly, I think the opportunity here is far bigger than most investors currently realize.
Instead of being restricted by Wall Street trading hours, high fees, geographic limitations, and slow settlement systems, users can now own Apple, Tesla, Nvidia, and other major equities directly onchain through tokenized assets.
– 24/7 trading. – Fractional ownership. – Instant settlement. – Global accessibility.
And even the ability to use tokenized equities as collateral inside DeFi for borrowing, leverage, and yield strategies.
This feels much bigger than another short-term crypto narrative.
While Bitcoin and large-cap altcoins still dominate headlines, tokenized stocks could realistically become the true killer app that finally brings millions of traditional investors fully onchain.
More importantly, this sector solves one of DeFi’s biggest structural weaknesses:
The lack of stable yield and real-world exposure.
As BlackRock, Ondo, and other major institutions continue pushing tokenization infrastructure forward, institutional capital entering crypto could accelerate massively over the coming years.
And the biggest winners will probably be the infrastructure layers positioned early enough before mainstream adoption fully arrives.
One project that has been standing out aggressively recently is @BlockSt_HQ.
– Block Street is building a unified liquidity layer for tokenized equities, allowing users to trade assets like $AAPL, $TSLA, and $NVDA fully onchain while integrating borrowing, leverage, and yield opportunities through products like Aqua (liquidity routing) and Everest (lending infrastructure).
– $BSB acts as the native ecosystem token powering governance, staking, and liquidity incentives across the platform.
– During Q2 alone, $BSB surged more than 400% as momentum around tokenized equities started accelerating aggressively.
Another project worth watching closely is $ONDO from @OndoFinance.
– Ondo has already positioned itself as one of the dominant players across tokenized Treasuries and RWAs while increasingly expanding toward tokenized equity exposure as well.
– The protocol continues attracting strong institutional flows thanks to rapidly growing TVL and deeper integrations with major financial infrastructure platforms.
– And perhaps the biggest catalyst of all right now is regulation itself starting to move in favor of tokenized equities.
The SEC is reportedly preparing to announce an “Innovation Exemption” later this month that could potentially allow third parties to tokenize blue-chip equities like $AAPL, $AMZN, $NVDA, and $TSLA for trading across crypto exchanges and DeFi rails.
If that actually happens, the impact on DeFi and RWA infrastructure could become enormous.
I genuinely believe tokenized stocks could become one of the biggest breakthroughs for both #RWA and crypto since the launch of spot BTC and ETH ETFs.
The moment global investors can access U.S. equities seamlessly onchain, capital flowing into crypto infrastructure could become far larger than most people expect.
If this trend reaches true mass adoption, RWA protocols will likely become some of the biggest winners across the entire market. https://x.com/Tanaka_L2/status/2098274053878661410