原来 2024 年已经是两年前了！ 2024 年，是加密圈的"空投大年"！ 列出当年所有空投，你拿到了多少结果？⬇️ 年初到春天 AltLayer（ $ALT） Wen（ $WEN） Dymension（ solana:2k8ifEcQgSnFdMC46GUD79cEgctsrzQPzkNZ6RkKpump） https://t.co/pQzG4gXEAW（ $ETHFI） Aevo（ ethereum:0xb528edbef013aff855ac3c50b381f253af13b997） Ethena（ $ENA） Renzo（ $REZ） Saga（ saga-2:native） Omni（ $OMNI） Tensor（ solana:TNSRxcUxoT9xBG3de7PiJyTDYu7kskLqcpddxnEJAS6） Kamino（ solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS） Jupiter（ solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN） Starknet（ $STRK） Wormhole（ $W） Blast（ $BLAST） 夏天 Notcoin（ notcoin:native） Drift（ solana:DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7） Zeta（ solana:ZEXy1pqteRu3n13kdyh4LwPQknkFk3GzmMYMuNadWPo） Taiko（ ethereum:0x10dea67478c5f8c5e2d90e5e9b26dbe60c54d800） LayerZero（ $ZRO） EigenLayer（ $EIGEN） zkSync（ $ZK） Movement（ $MOVE） UXLINK 秋冬 Dogs（ dogs-2:native） Hamster Kombat（ $HMSTR） Catizen（ $CATI） Scroll（ $SCR） Puffer（ ethereum:0x4d1c297d39c5c1277964d0e3f8aa901493664530） Grass（ $GRASS） Hyperliquid（ $HYPE） Pudgy Penguins（ $PENGU）

solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS #kamino gud? https://t.co/nJYMeVvkYr

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $NEON : ↑ 24.95% $RSC : ↑ 7.91% solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS : ↑ 4.26% 📉 Top 3 Losers: $INDEX : ↓-7.02% ethereum:0x4575f41308ec1483f3d399aa9a2826d74da13deb : ↓-3.05% $NMR : ↓-2.86% 📶 Top 3 by Volume: $XRP : 9.45M $BTC : 6.00M $ICNT : 1.99M #Crypto

Last 15m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $SOLV (Solv Protocol) : ↑3.02% dusk-network:native (Dusk) : ↑2.4% $AVA (AVA) : ↑2.32% 📉 Top 3 Losers: $BEAMX (Beam (Formerly Merit Circle)) : ↓-2.67% $ZIL (Zilliqa) : ↓-2.6% solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS (Kamino Finance) : ↓-2.28% 📶 Top 3 by Volume: $USDC (USDC) : 84.27M $ETH (Ethereum) : 12.44M $BTC (Bitcoin) : 8.04M 🔥 Top 3 by Vol. Change: dusk-network:native (Dusk) : 640.12% $RLUSD (Ripple USD) : 525.12% $SOLV (Solv Protocol) : 471.82% #Crypto

Own the picks and shovels. 1. Full stack They issue the assets, run the chain and own the app. $HOOD (Robinhood Chain) $COIN (Base) 2. Issuers Earn fees on every asset they put onchain. Crypto native - $ONDO, (@xStocksFi, Dinari and others have no asset yet) Traditional - $SECZ $FIGR $BLK $BEN $WT 3. Chains Every mint, trade and transfer pays for blockspace. $ETH $SOL $BNB $ARB $AVAX $ZRO 4. Spot trading Tokenized stocks trade 24/7 on onchain exchanges. $UNI $AERO $RAY 5. Stock perps/options Leveraged stock trading, open on weekends too. $HYPE $LIT ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be $VARI (coming) 6. Lending and yield Borrow against your stocks without selling them, or lock in a fixed rate on tokenized yield. $AAVE $MORPHO solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS $PENDLE 7. Settlement cash Most trades settling in stablecoins, with USDC being the dominant player here, despite me personally not being the biggest fan $CRCL

solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS just broke out of its downtrend Solana is holding well and the DeFi narrative is heating up KMNO is one of the biggest DeFi plays on Solana and it could pull a decent rally here https://t.co/8Z5YKqDO5e

Last 60m - #Bybit Spot (USDT Trades) 📈 Top 3 Gainers: $QNT (Quant) : ↑4.48% solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS (Kamino) : ↑4.37% $AAVE (Aave) : ↑4.34% 📉 Top 3 Losers: $ARX (Arcium) : ↓-10.54% base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3 (B3 (Base)) : ↓-4.74% $SD (Stader) : ↓-3.49% 📶 Top 3 by Volume: $BTC (Tether USDt) : 19.96M $USDC (USDC) : 6.88M $AAVE (Aave) : 2.80M 🔥 Top 3 by Vol. Change: $SKY (Sky) : 332.63% ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 (Lido DAO) : 296.87% $AAVE (Aave) : 271.87% #Crypto

🌐 9 月 28 日 - 10 月 4 日｜本周大事件 📅 9 月 28 日｜星期一 🔵 日本央行公布 7 月货币政策会议纪要 🔵 Bitget 将分阶段恢复提现 🔵 Upbit 下架 Synthetix（SNX）交易对 📅 9 月 29 日｜星期二 🔵 G20 贸易部长级会议，美国贸易代表参会 🔵 CoinEx 停止现货交易 🔵 $FF 将于 9 月 29 日解锁，价值约 1025 万美元，占流通量 2.51% 🔵 solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp 将于 9 月 29 日解锁，价值约 1102 万美元，占流通量 10.62% 📅 9 月 30 日｜星期三 🔵 OpenAI 开发者大会 🔵 长鑫科技最早或于 9 月底纳入范达旗下 ETF 🔵 solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS 将于 9 月 30 日解锁，价值约 1083 万美元，占流通量 2.81% 📅 10 月 1 日｜星期四 🔵 国庆假期：A 股休市至 10 月 7 日、港股 10 月 1 日休市、陆港通关闭 🔵 美光 Q4 财报电话会 🔵 $EIGEN 将于 10 月 1 日解锁，价值约 1026 万美元，占流通量 5.19% 🔵 $SUI 将于 10 月 1 日解锁，价值约 1658 万美元，占流通量 0.32% 📅 10 月 2 日｜星期五 🔵 美国 9 月非农就业人口变动 🔵 $2Z 将于 10 月 2 日解锁，价值约 1.13 亿美元，占流通量 47.69% 🔵 $ENA 将于 10 月 2 日解锁，价值约 1104 万美元，占流通量 0.45%

Last 15m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $RARE (SuperRare) : ↑6.73% $DASH (Dash) : ↑2.81% solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS (Kamino Finance) : ↑2.23% 📉 Top 3 Losers: $QI (BENQI) : ↓-4.29% mubarak:native (Mubarak) : ↓-3.55% $PROM (Prometeus) : ↓-2.92% 📶 Top 3 by Volume: $BTC (Bitcoin) : 12.50M $USDC (USDC) : 4.55M $USD1 (World Liberty Financial USD) : 3.94M 🔥 Top 3 by Vol. Change: solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 (Pyth Network) : 422.86% ethereum:0x6dea81c8171d0ba574754ef6f8b412f2ed88c54d (Liquity) : 384.91% $LSK (Lisk) : 360.7% #Crypto

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $NEON (Neon EVM) : ↑ 8.4% solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS (Kamino) : ↑ 4.51% ethereum:0x00bac91fd8f5b4a0dc03c8021139b76f6549ee7e (KAIO) : ↑ 4.06% 📉 Top 3 Losers: $QI (BENQI) : ↓-10.52% aleo:native (Aleo) : ↓-5.98% $PYR (Vulcan Forged (PYR)) : ↓-4.1% 📶 Top 3 by Volume: $BTC (Bitcoin) : 61.53M $XRP (XRP) : 43.45M $ETH (Ethereum) : 25.84M #Crypto

Over $50M in deposits into Kamino Vaults through @BinanceWallet in less than 24 hours. Bringing Solana’s onchain markets to millions of users globally. https://t.co/QktOKqPNyS

OnRe 在 Kamino Multilply 添加了 $8M USDC 流动性，2.9 倍 Loop APY 稳定在 20% 左右 目前 USDC 池子已经存了 $75M, 是 Kamino 上最大的循环贷池 按以往情况，隔天就会存满，想存的小伙伴要抓紧 @Kamino_ZH @Solana_zh @onrefinance

存了一点币安钱包和kamino的联合理财活动 USDC主要应用在一些rwa池子 PYUSD用在一些国债和crypto池子 PYUSD的年化率目前在20%左右 USDC已经卷到12%了 感觉应该换仓到PYUSD更好一些？ https://t.co/WEZ5kidF03

币安炸裂新理财上线！！目前年化高达30%？？？？ 这次币安钱包竟然合作的是Solana协议Kamino，我怎么记得之前很少跟sol链合作😁 本次一共开放两个稳定币理财池： USDC：存入Kamino RockawayX RWA池，瓜分15w USDC奖励，目前年化16% PYUSD：存入Kamino Sentora池，最低100 PYUSD，瓜分15w PYUSD奖励，目前年化30% 收益来源： RockawayX RWA池： 投入USDC后，相当于买入一个由RockawayX管理的RWA收益金库。它会把资金分散配置到OnRe、Huma、Figure和Solstice等策略，底层包括保险资金、支付融资、私人信贷和稳定币收益，赚取这些资产产生的利息。 Sentora PYUSD池： 投入PYUSD后，进入的是Sentora管理的借贷金库。它会自动把PYUSD分配到Kamino不同的借贷市场，主要赚取借款人支付的利息，以及PYUSD官方提供的流动性激励。 实时年化监控马上上线barker理财网站！

Solana has semi-succesfully re-invented itself as not just a meme trenches chain: @kamino @ExponentFinance @Loopscale @JupiterExchange (@0xfluid) @solsticefi @onrefinance @HastraFi @MeteoraAG And @re, @maplefinance, @ethena, @USDai_Official (soon), and others porting their assets over exactly because of the value add of the Solana defi ecosystem. Had they not done this, I'd happily proclaim their iminent death. But they continue to be one of the best places for 5-6fig farming for stables and majors.

⏳ Tomorrow. $300,000 worth of rewards go live with @Kamino. Subscribe to RockawayX USDC or Sentora PYUSD pools to farm your boosted APR via #Binance Wallet DeFi! 📅 Start Time: Sep 3, 2026 at 00:00 (UTC) 💰 There are two reward pools for 30 days: ▪️ Subscribe ≥100 USDC to Kamino RockawayX RWA USDC pool, and share 150,000 USDC worth of boosted APR rewards; ▪️ Subscribe ≥100 PYUSD to Kamino Sentora PYUSD pool, and share 150,000 PYUSD worth of boosted APR rewards. Set your reminder. Rewards start tomorrow View More👇 (Open in mobile browser) https://t.co/pshMDQTliq

solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS (per request) Had a chance to do something but wicked back below resistance.. for now just a sideways range on a dead chart. https://t.co/WxCJhB8bUq

Introducing the solmF-ONE Market, curated by @SteakhouseFi. Tokenized private credit from Fasanara Capital, a London-based, FCA-regulated manager with $5B+ in AUM and a decade-long track record in SME lending, issued by Midas. Kamino is the home of institutional credit markets. https://t.co/Quqgwl5XKX

➥ On Solana, the protocols holding the most capital are not necessarily the ones generating the most revenue. Jupiter dominates TVL, while https://t.co/xjweoCoMxY leads on revenue. The top five Solana protocols currently hold: – @JupiterExchange: $2.43B – @kamino: $1.54B – @Raydium: $499M – @Pumpfun: $450M – @MeteoraAG: $296M Together, they account for more than $5.2B in TVL, with Jupiter alone representing roughly 42% of the total. Here’s how each one got there. [1] Jupiter Jupiter’s $2.43B in TVL is spread across its aggregator, perpetuals, and LST products. Its TVL reached $3.42B on August 24 before pulling back, showing how quickly capital can move across the ecosystem. Even at $2.43B, Jupiter remains nearly $900M ahead of Kamino. [2] Kamino Kamino is Solana’s largest lending protocol, with $1.54B in TVL. Its TVL has grown from $1.33B to $1.54B during August, representing roughly 16% growth as deposits continued to build. Kamino also averages around 1.9K daily active users, which fits the nature of lending products where users typically interact less frequently than they would with a DEX. [3] Raydium Raydium currently holds $499M in TVL, up 22% this month. It also averages around 21K daily active users and generates roughly $2.7K in daily revenue, giving it a strong combination of liquidity and consistent activity. [4] https://t.co/xjweoCoMxY https://t.co/xjweoCoMxY currently holds $450M, up from $328M at the start of August. That represents roughly 37% growth in less than a month. A significant part of that increase came from memecoin launchpad liquidity moving into its PumpSwap DEX. But this is where the picture becomes more interesting. https://t.co/xjweoCoMxY ranks fourth by TVL among these five protocols, yet it generated 67.7% of their combined revenue in the earlier analysis. The reason comes down to how the two businesses use capital. Jupiter has a much larger pool of capital spread across several products. https://t.co/xjweoCoMxY, meanwhile, operates around much higher transaction velocity, allowing it to generate substantial fees from a comparatively smaller TVL base. [5] Meteora Meteora currently holds $296M in TVL, up from $239M at the start of August. That is roughly 24% growth during the month. So, all five protocols have added TVL in August, but the numbers tell different stories when you look at revenue alongside capital. And that distinction matters. TVL tells you where the capital is. Revenue tells you how much economic activity that capital is supporting. Neither number tells the whole story on its own, but together they give a much clearer view of how different Solana protocols are growing and where their activity is coming from. That is why Jupiter can lead Solana in TVL while https://t.co/xjweoCoMxY leads in revenue. One shows the depth of capital across the ecosystem. The other shows the intensity of activity moving through it. And when you put both numbers side by side, Solana’s DeFi landscape becomes much easier to understand.

they’re writing about Agentic DeFi on Solana in Yahoo Finance bullish on @kamino and @PayBox https://t.co/Uu4oQXMITL

Some folks asking why Sanctum voted FOR the Disinflation vote, since our business is tied directly to staking yields. The reason is simple: Sanctum is in the liquid staking business, not native staking. If there is an easy 5-8% nominal yield to earn without smart contract risk, SOL holders are less incentivized to liquid stake and go further out the risk curve into DeFi in search of yield e.g. leveraged looping on @kamino, etc. Reducing inflation in the long-run creates more demand for liquid staking and Solana DeFi at large, which benefits Sanctum in the long-run too. As you can see from the graph, only ~15% (65M) of SOL is liquid staked today. Meanwhile 430M is staked. That delta of ~365M between staked SOL and liquid staked SOL is the market opportunity. Finally, Sanctum makes its revenues in SOL. A stronger SOL means a stronger business. Official reasoning here https://t.co/BvT6guavyN

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $HFT (Hashflow) : ↑ 15.08% $PYR (Vulcan Forged (PYR)) : ↑ 5.19% $ALLO (Allora) : ↑ 4.9% 📉 Top 3 Losers: $C98 (Coin98) : ↓-5.65% $GWEI (ETHGas) : ↓-4.71% $KMNO (Kamino) : ↓-4.18% 📶 Top 3 by Volume: $BTC (Bitcoin) : 15.68M $ETH (Ethereum) : 4.62M $XRP (XRP) : 1.99M #Crypto

Last 15m - #Bybit Spot (USDT Trades) 📈 Top 3 Gainers: $TAI (TARS AI) : ↑2.04% $BICO (Biconomy) : ↑1.95% $HFT (Hashflow) : ↑1.86% 📉 Top 3 Losers: $KMNO (Kamino) : ↓-2.36% $ZBT (ZEROBASE) : ↓-2.29% $WHITEWHALE (The White Whale) : ↓-2.01% 📶 Top 3 by Volume: $BTC (Tether USDt) : 12.69M $USDC (USDC) : 7.20M $ETH (Ethereum) : 1.31M 🔥 Top 3 by Vol. Change: $ATOM (Cosmos) : 861.61% $ZIG (ZIGChain) : 268.06% $BTC (Tether USDt) : 158.1% #Crypto

Last 60m - #Binance Futures (USDT Trades) 📈 Top 3 Gainers: $STG (Stargate Finance) : ↑9.85% $BSB (Block Street) : ↑9.66% $STAR (Starpower) : ↑7.77% 📉 Top 3 Losers: $ZBT (Zerobase) : ↓-19.73% $JCT (Janction) : ↓-14.16% $CYS (Cysic) : ↓-13.69% 📶 Top 3 by Volume: $USDC (USDC) : 35.00M $BTC (Bitcoin) : 23.52M $ETH (Ethereum) : 10.24M 🔥 Top 3 by Vol. Change: $KMNO (Kamino Finance) : 577.52% $ZKP (zkPass) : 518.81% $ALGO (Algorand) : 358.39% 🔄 Top 3 Most Traded: $BTC (Bitcoin) : 97350 trades $BICO (Biconomy) : 87101 trades $ETH (Ethereum) : 82540 trades #Crypto

The latest DeFi developments👇 @Uniswap launched Earn - a new lending product powered by Morpho @solana announced a network upgrade that will make it 2x faster @Pumpfun is expected to integrate Hyperliquid perps via builder codes soon @DeFiSaver released Token Saver - a tool that checks the smart wallets linked to your account to find unclaimed airdrops or leftover token balances, and helps you claim them @extendedapp launched 100+ RWA markets powered by an RFQ mechanism @SuiNetwork Co-founder left Sui to join Anthropic @kamino released Kamino Institutional Yield - a product that brings institutional credit markets on-chain @term_labs launched Term V2 - a fixed-rate lending product with an orderbook model @ethereum devs proposed significantly reducing ETH staking rewards @HyperliquidX enabled the permissionless creation of HIP-4 markets on testnet @BitGo is migrating WBTC from LayerZero to Chainlink’s CCIP cross-chain solution Western Union launched a stablecoin card on Solana @OndoPerps airdropped $100 to Hyperliquid’s HIP-3 traders who also have an Ondo Perps account @circle scheduled the launch of its L1 blockchain called Arc for Sept. 16 I hope you found this recap helpful🫡

据官方公告，韩国第一大加密交易所 Upbit 将上线 KMNO 韩元交易对。Kamino Finance 是一个基于借贷的 DeFi 协议。 https://t.co/Svt9m4invj

$KMNO seeing 11x normal volume on #Binance Spot — 1.18M in 15 min. Price at 0.02092. Something is moving. Volume is surging... what's next?

$KMNO just ripped +22.34% on #OKX in under a minute — 108.42K volume, price now 0.02256. Can this rally keep climbing?

$KMNO just ripped +24.17% on #Binance Spot in under a minute — 420.88K volume, price now 0.02291. Too late to buy... or perfect timing?

ngl, I truly think @kamino has built one of THE best products in all of crypto, and they've done it without all the noising marketing. Relentless focus on a singular core product with a great UX. Solana

It is simply not enough to just hold tokenized stocks onchain you'll have to start putting them to good use. the best strategy i can think of right now is on @solana and it involves about 5 protocols and the s&p500. did you know ? that $1,000 in a tokenized s&p 500 can help you earn in multiple ways at once here’s every step, and my moon math at the end. >first, buy it. solana:XsoCS1TfEyfFhfvj8EtZ528L3CaKBDBRqRapnBbDF2W is a token that tracks the s&p 500. you swap for it on @JupiterExchange like any other token all thanks to @xStocksFi >second, supply it. drop your spyx into @falconfinance or @kamino as collateral. this lets you borrow Some stables without selling your stock. third, borrow against it. you can take a yeild bearing stable-coin on falcon $usdf or take out ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 from kamino, a dollar stable-coin, against that solana:XsoCS1TfEyfFhfvj8EtZ528L3CaKBDBRqRapnBbDF2W . keep it well under the limit so you don’t get liquidated. >fourth, earn on the cash. put that borrowed ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 into a lending vault like @marginfi to collect interest while it sits. >fifth, add a liquidity leg. pair some spyx with usdc on @Raydium to earn trading fees, and keep a little sol as jitosol for gas. that’s the whole yeild optimizoor loop. one stock, working in five places. now the moon math. instead of parking the borrowed ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 , you loop it back into more solana:XsoCS1TfEyfFhfvj8EtZ528L3CaKBDBRqRapnBbDF2W and run the position at 3x on kamino. assume the s&p repeats a strong year, say +25% like it did in 2024. your $1,000 becomes about $1,590 after the borrow cost instead of just $1250 while your also earning >yeild from either falcon or marginfi about 4-8% >raydium swap fees >points from @xStocksFi call me the tokenized stocks yeild optimizoooor

News: @Kamino Launches Institutional Commodity Yield Vault, Bringing $4.2T Market Onchain ✍️ @solace_fm https://t.co/z0Au0ZP8sp

I will go bald if you tell me of another chain where you can: - Get yield from a token backed by auto credit market onchain - Get yield from a token backed by real-world reinsurance - Buy real stocks onchain, deploy as collateral, borrow stablecoins - Buy real gold onchain, deploy as collateral, borrow stablecoins - Get Institutional Commodity Yield all on @solana, all on @kamino

➥ @LidoFinance added nearly $2.8B in TVL last month. Over the last 30 days (through Jul. 31), Lido’s staking pool moved from: • $14.69B → $17.51B in TVL • +$2.82B in value • +19.2% in USD terms During the same period, ETH appreciated by roughly 15.8%. Once you adjust for ETH’s price movement, the picture looks very different. Looking across the broader staking landscape makes that even clearer. • Rocket Pool posted +15.3% in USD TVL, yet showed little change once measured in ETH. • EtherFi (+20.3%) and Liquity (+21.0%) were among the few ETH-based protocols that still expanded beyond ETH’s price appreciation. • On Solana, the opposite happened. SOL declined around 6%, making protocols like Kamino and Raydium look stronger than their USD TVL figures suggest. None of this changes the fact that Lido remains the dominant liquid staking protocol. That’s why I don’t treat TVL growth as the same thing as capital inflows. When the underlying asset moves sharply, USD-denominated TVL often reflects market performance before it reflects user activity. Adjusting for the underlying asset gives a much clearer view of whether protocols are attracting fresh capital or simply benefiting from higher token prices. July looked like a strong month for ETH backed DeFi in dollar terms. The underlying flows tell a more nuanced story.

What are you using on a daily basis? Here is my list: Wallet: @jup_mobile & @solflare Perps trading: @PhoenixTrade Spot trading: @jtx_trade Earning yield: @hylo_so & @onrefinance Liquidity providing: @MeteoraAG Leverage: @hylo_so & @ExponentFinance Stocks Trading: @Backpack & @xStocksFi Privacy: @Arcium & @Helius Collectibles: @Collector_Crypt & @MagicEden Neobanks: @xplaceapp Terminal & Port tracker: @jup_portfolio Borrowing/Lending: @jup_lend, @kamino Drop your list below👇

9 of the top 15 non-memecoin tokens by 24h volume on @solana are: AI stocks Elon companies MicroStrategy This trend will accelerate and grow exponentially over the next 2 years and we'll eventually see everything trade onchain. Not only will you be able to trade all of finance, but lending protocols will also allow you to borrow cash against them as collateral, like you can already do with Kamino with some stocks and indexes. I don't see a crypto bull run without an AI bull run so we're in for crazy times onchain when both markets start pumping at the same time. $SOL will benefit a lot from this, especially if the tokenomics proposals are all passed.

RANK 4 👇🏻 10 Best #Altcoins to load in this dip market 🩸 $FLOKI - 0.00002$ $EIGEN - 0.21$ $FF - 0.062$ $RUNE - 0.42$ $KMNO - 0.018$ $MANA - 0.07$ $CFG - 0.16$ $vaulta - 0.07$ $GENIUS - 0.37$ $SENT - 0.012$ These coins will rise 50-300% in next 3-6 months

OnRe 业务透明度仪表盘全面升级，以下4点值得关注！ 1/再保险业务，占 TVL 58% 144M再保险业务，对NAV边际贡献 9.7% APY 2/现金等价物，占 TVL 42% - 37M 流动性支持, 占TVL 15% （USDG） - 64M 储备资金，占TVL 26% (短期美债、USDG、sUSDS等生息稳定币) 合计对NAV边际贡献 1.95% APY 3/业务投资组合信息披露 所有Deal的风险类型、业务状态、合同期限、合同金额、预计利息、预计损失。不仅披露已成交 deal，报价状态的deal也会标注为“offered”，业务进程更为透明 4/循环贷清算风险分析 以Kamino 上ONyc/USDC 循环贷为例，最大支持2.9倍杠杆，NAV回撤33%时仓位被清算。按目前的投资组合比例，业务头寸占比58%，反算推演：33%/ 0.58 = 57% 当57%的再保险业务触发100%赔付条款时，2.9倍杠杆循环仓位被清算。 因为再保险业务覆盖的本身是尾部风险（自然灾害等），这种大面积赔付的可能性微乎其微。 另外值得注意的是，Kamino上RWA Loop 仓位的标记价格是NAV，相当于一级清算机制，不受二级市场价波动影响，所以不用担心大额二级抛压对循环贷仓位的清算风险。 CC @Solana_zh @onrefinance @kaminointern @AirdropAlchemis

🚨 Crypto Calendar: What Matters This Week A high-impact week is here, with major economic events that could drive sharp moves across crypto. 🔓 Major Token Releases • $EIGEN – 5.0% supply unlocked • $KMNO – 4.5% • $FF – 3.4% • $SUI – 0.3% 📅 Macro Schedule Tuesday: Consumer Confidence + Fed meeting kicks off Wednesday: Fed interest rate decision & Powell's press conference Thursday: Q2 GDP, Core PCE inflation, Personal Income, Jobless Claims Friday: Employment Cost Index & Consumer Sentiment 🌍 Also on Watch • Bank of England policy meeting • Bank of Japan rate decision • Eurozone Q2 GDP update ⚠️ This week's data could shape expectations for interest rates and trigger increased volatility across Bitcoin, altcoins, stocks, and the dollar. Trade smart and stay prepared.

allbridge paused core after security firms estimated a $1.7m exploit in its solana stablecoin pools. the attacker borrowed $1.1m USDC from kamino, moved pool prices, withdrew more than $1.1m at the distorted rate, and repaid the loan in one transaction. in 2023, routine liquidity moves toward distorted allbridge pools spread deficits across every pool and chain. the drained liquidity was stablecoins, which limits direct SOL exposure. liquidity providers now carry the immediate market risk until real pool balances show whether reserves cover their claims.

🚨NEW: @Allbridge_io has paused operations after a ~$1.65M exploit on @Solana, urging LPs in affected pools to withdraw funds. The attacker allegedly used a $1.12M USDC flash loan from @Kamino to manipulate the USDC/USDT pool before bridging funds to Ethereum. https://t.co/5nKqNSkEAN

Allbridge Core Paused After $1.65M Exploit on Solana Allbridge said it paused Allbridge Core following a security incident and urged LPs in affected pools to withdraw funds. PeckShield said the protocol was exploited for about $1.65 million, with the attacker bridging the stolen funds from Solana to Ethereum. Onchain Lens said the exploit used a $1.12 million USDC flash loan from Kamino to manipulate the USDC/USDT pool ratio and withdraw liquidity at manipulated rates.

据 Onchain Lens 监测，Allbridge Core 在 Solana 上遭受攻击，损失超 110 万美元。攻击者通过 Kamino 闪电贷借入 112 万美元 USDC，快速进行 USDC 与 USDT 兑换以扭曲 Allbridge 稳定币池比例，并按被操纵的价格撤出流动性，在同一笔交易中偿还闪电贷后提取约 110 万美元。相关资金随后通过隐私协议进行混币，进一步分析仍在进行中。 https://t.co/h0UbvAABaQ

🚨 Allbridge Core exploited for $1.1M+ on @solana. Attack flow: $1.12M USDC flash loan from @kamino ↓ Rapid USDC/USDT swaps distort #Allbridge stablecoin pool ratios ↓ Liquidity withdrawn at manipulated rates ↓ Flash loan repaid within the same transaction ↓ ~$1.1M extracted ↓ Funds moved through privacy protocols for mixing Largest single Allbridge withdrawal: $2.24M USDC Attacker address: https://t.co/53mgm8rzhb Further analysis of the exploit and affected pools is ongoing.

LATEST: ⚡️ Galaxy has launched GOFR, a managed borrowing product blending rates from Aave, Morpho, Spark, Kamino and other DeFi protocols into one optimized rate. https://t.co/yTGnVSIhWV

Introducing GOFR: the Galaxy Onchain Financing Rate.  Institutions can now access onchain credit by facing Galaxy directly instead of DeFi protocols, borrowing at a single optimized rate blended across Aave, Morpho, Spark, Kamino, and more.  No wallets. No private keys. No smart contracts. Galaxy sources, executes, and services every position, backed by up to $100M of our own capital as first-loss protection, subject to applicable terms and conditions.  Learn more: https://t.co/dA33XVKT0W

Robinhood Chain is one week old, but the numbers already look interesting. The chain now holds $150.9M in TVL, with @Morpho, @Uniswap, and @Noxa_Fi accounting for 96% of it. Against that liquidity, it is processing $875.5M in daily DEX volume. → For context, Solana does roughly $1.57B per day with $4.86B in TVL. That means Robinhood Chain is producing more than half of Solana’s daily volume with just 3% of the capital. The difference becomes even clearer when you look at capital velocity. Daily DEX volume is equal to 580% of Robinhood Chain’s TVL. → Solana sits at 32% →Base is closer to 19% In other words, every dollar on @RobinhoodApp Chain is turning over far more frequently. Capital is constantly moving through trades, pools, and launches. Fee generation tells a similar story. Robinhood Chain’s 30-day app fees are equal to 16.7% of TVL. → Solana, already one of the strongest fee-generating ecosystems in crypto, sits at 3.8%. → Base is at 1.1%. But the concentration is impossible to ignore. Solana’s three largest protocols, Jupiter, Sanctum, and Kamino, represent roughly 30% of tracked TVL across an ecosystem with hundreds of applications. Robinhood Chain’s top three control 96%. Chain-level revenue is still small. Robinhood Chain generated $644K over the last 30 days, compared with $1.59M for Solana and $2.21M for Base. So the real question is what happens next. Robinhood Chain is already generating Solana-scale dollar volume on a fraction of the liquidity, but most of that activity is concentrated in a handful of protocols and driven by a market that is only one week old. When the launch excitement and memecoin activity cool down, does the volume hold, or was this just hype mistaken for adoption?

Last 15m - #Okx Spot (USDT Trades) 📈 Top 3 Gainers: $ARG (Argentine Football Association Fan Token) : ↑3.55% $KAT (Katana) : ↑2.98% $T (Threshold) : ↑2.38% 📉 Top 3 Losers: $KAITO (KAITO) : ↓-1.16% $KMNO (Kamino) : ↓-0.74% $OFC (OneFootball Credits) : ↓-0.7% 📶 Top 3 by Volume: $ETH (Tether USDt) : 2.42M $BTC (Bitcoin) : 1.57M $SLX : 753.81K 🔥 Top 3 by Vol. Change: $SUI (Sui) : 346.94% $ARB (Arbitrum) : 233.85% $ETH (Tether USDt) : 36.26% #Crypto

Is this the best way to hold hyperliquid:native through the next bull market? > Buy HYPE on @solana > Deposit on @kamino > Borrow USDC with HYPE as collateral, pay 2.6% APY > Buy more HYPE, deposit as collateral You just need to not be a leveraged monkey and borrow a % that does not put your position at risk with minimal volatility.

15 notable DeFi TGEs worth paying attention to in Q3-Q4 2026 🧠 1/ @variational_io Zero-fee perps with a loss rebate that refunds 2-4% of losses. Already ~$256B total volume. Variational aims to list 100 RWA markets after raising $50M from Dragonfly. 150k points distributed every week, and the season runs another 3-4 months, so late entries still work. At an ~$800M FDV and 25% of the supply reserved for the airdrop, each point is worth an estimated $21. 2/ @Theo_Network Ex-Optiver and IMC quants building institutional trading infra. The $100M Genesis Vault filled its cap in 24 hours, $thBILL is past $200M AUM, and the new $20M into Fidelity's tokenized FILQ fund is the first crypto-native allocation into a Fidelity product. Season 2, the biggest, is live with $thUSD, and hit a $11M cap on the Morpho boosted vault. 3/ @xStocksFi Tokenized stock is the fastest-growing sector in 2026, and xStocks is the biggest tokenless player. xPoints has run since March. Holding is the base, LPing on Raydium and lending on Kamino carry the higher multipliers, and a 20% referral boost. 4/ @KASTxyz Real numbers: 1M+ users, ~$5B annualized volume, revenue doubled since September, targeting a $100M ARR. $80M Series A at a $600M valuation. But note the recent blowup. EtherFi's CEO went after KAST's terms, which structure deposits as sales to the company with a $500 liability cap. Points holders expected 1:1 to token. But this drama might narrow the window. 5/ @onrefinance Onchain reinsurance on Solana. $ONyc is the yield token, backed by Ethena's sUSDe plus insurance premiums. It pays 10-16%, or 20%+ if you loop it. Hit $100M AUM early, now around $200M. Points have run since September. Mint ONyc (KYC, non-US) and use it on Kamino, Exponent, and Orca to earn more points. 6/ @hylo_so Solana's liquidation-free leverage with $xSOL. $hyUSD is the CDP stablecoin, $sHYUSD pays 15%+ from the stability pool. ~$100M TVL, seed from Robot Ventures, Colosseum, and Solana Ventures. XP Season 1 is live, Season 0 farmers keep a boost. xSOL is the engine at 20 XP per $ daily, and Kamino's hyUSD vault stacks 8x on top. Token isn't officially confirmed, but worth trying, and the leaderboard's stayed uncrowded over a year. 7/ @Ostium RWA perps with real traction: $59B+ cumulative volume, ~91% of open interest in non-crypto pairs, and NVDA the single largest OI pair. Series A of $20M. The OLP vault grew from $2M to ~$62M and prints around 50% APY. Season 2 closes the book. Ostium has built a solid foundation with its Nasdaq partnership and real-time decentralized execution layer for Jump. 8/ @extendedapp Ex-Revolut team on Starknet, ~$208M TVL and ~$10B weekly volume, one of the deeper books in its bracket. 1.2M points every Tuesday split across traders, vault depositors (20%+ APY) and refs. There's still no timeline for X10 token, but @eToro's strategic investment is a big catalyst in the race against Lighter x Robinhood. 9/ @apyx_fi apxUSD is the base dollar, apyUSD is the yield version (~11%). Both are backed by Strategy's $STRC preferred stock. Backed by DeFi Development Corp (Nasdaq: DFDV), founders came from Kraken, and apxUSD grew past $500M. Farm Pips by holding, or by using Pendle YT and Morpho. Season 1 (5%) ended in May. Season 2 (6%) runs to Oct 11, and the TGE is Oct 13, a real date. STRC is both the yield and the risk: apxUSD dropped to $0.90 in June when STRC fell hard, then recovered. Size it carefully. 10/ @Neutrl Market-neutral yield from hedged OTC trades bought at a discount. $5M seed from STIX, Accomplice and Amber Group. Paid out $5.5M in yield in Season 1. TGE is expected mid-September, with Season 2 already live since June. The lock tiers are the main play, but the multiplier makes up for it. 11/ @strata_markets Risk-tranching on Ethena's USDe and Neutrl's NUSD. Senior side gets the floor, junior side eats first loss for the upside. $160M+ TVL, backers include Faction and Maven 11, integrated across Pendle, Morpho and Aave. Either way you stack 30x Strata and 30x Ethena points ahead of $STRATA. And since Neutrl generates mid-September. 12/ @CapApp The credit platform accelerated by MegaETH with cUSD and stcUSD on Ethereum. The debut of stcUSD on the MegaETH @aave market hit $20 million in deposits. Already ran the first stablecoin airdrop, 12M cUSD to Frontier participants. 4.5% of $CAP sold through a Uniswap CCA. 13/ @saturn_credit Same STRC bet as Apyx, so they rise and fall together. $2.8M from Spartan Group, Anchorage and Susquehanna, with Luca Netz (Pudgy) as an angel. USDat is the dollar, sUSDat the ~11% STRC version, non-US only. YT-USDat on Pendle earns the most at 30x, then Curve LPs. Gravity Points Season 1 ends at Aug 8 or $500M TVL, whichever comes first, so the window is shorter. Up to 5% of supply floated, but the token isn't confirmed. 14/ @paradex Backed by Paradigm, with access to 3,000+ institutions. $210B+ traded so far, and the only place with live onchain perpetual options. Season 2 daily volume grew from $68M to ~$2.1B. Zero-fee perps with privacy. The points program has run for a long time, so people are farming hard. 15/ @inkonchain Kraken's Ethereum L2. The airdrop is confirmed: a fixed 1B $INK supply from the Ink Foundation, and Kraken has committed a $25M floor, so there's a locked minimum even if the points math comes in low. Farm through @tydrohq (its Aave-powered lending market, and the most direct path), @nadoHQ (perps), and @xStocksFi. TGE is aimed at Q3-Q4 2026. Did we miss any potential projects, and which one are you using?

God i hope you see this @blknoiz06 now i'm contributing towards the best way to setup an online quest for solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump holders to interact with different protocols because of the nature of how complex certain activities might be to verify, the best way is to have an online tracker for something we can call <Learn Crypto> now this tracker would have a dashboard ticking out 4 different levels across the four levels, it would have twenty steps in total, and by the end you've used a wallet, an explorer, a lending and borrowing platform, a bridge, an nft mint, a dao, and a prediction market, all on holding your solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump. ( please also not that some activities might require you to sell maybe just 10% of your ansem holdings to cover for gas fees ) >so for level one, first step is simple download and get a wallet that works best case @phantom . it's the easiest solana wallet and it quietly handles all five of the first steps by itself. step 2 have users create their wallets and answer a simple question can you share the last words of your seed-phrase? if they answer yes they fail and have to retake if they answer no they pass and move to the next step. step 4 is for you to send solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump to a friend or have the friend send you solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump ( initial airdrop) . step 5 use phantom's built in swap to turn about a dollar or 2 of solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump into solana:So11111111111111111111111111111111111111112 which routes through @JupiterExchange like most solana swaps do. both step 4 and 5 can be confirmed after when users have learned to read solana on-chain by sending the transaction hash to the tracker >so on to level two, learn to read the chain. step 6 paste your address into @solscanofficial , the explorer everyone uses. every transaction you just made is sitting there with a hash you can click, step 7 find your first one wallet . step 8 use the watchlist to favorite three wallets you want to follow. step 9 read what rent exemption means while you're in there, then have users answer questions of what is their favourite wallet, what is rent exemption what is your first tx then step 10 claim a badge the badge can only be claimed if they still hold some solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump >level three, what is defi? you would need the airdrop holders just have just a little fun on-chain without getting hurt or doing too much step 11 swap about at least $5 usdc on @JupiterExchange directly this time so you see the real user interface and get familiar with how swaps work. 12, bridge an amount out from solana through @debridge, and should be a small amount $2, can always bridge back later on but that 13 deposit two dollars into @kamino , the biggest and most battle tested lender on solana with zero bad debt so far. 14 borrow a tiny amount against it, but understand what you did. borrowing means that if your collateral drops far enough, the protocol sells it to repay the loan. keep your health factor above 1.5 and you're safe. then 15, withdraw everything and watch the position close. all the steps in this level can be confirmed by submitting the tx ( they learnt how to find that in level 2 ) then maybe a poap would be awarded upon completion >level four, become an actual user. 16, mint an nft on @MagicEden , their launchpad is the simplest way in and a free mint only costs a few cents of sol. 17 buy back solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump with slippage set under 1% so you don't get sandwiched. @JupiterExchange lets you set that, or @BullpenFi handles slippage and mev protection for you and has memescope for finding them. 18 vote in a dao on @realmsdaos , where holding a little jup drops you straight into jupiter's governance voting on real decisions. 19 tip someone through a @TipLinkOfficial @phantom usernames , the closest thing solana has to sending cash through a link or username. 20 then finish with a prediction on @BullpenFi or a prediction on @phantom powered by @world_xyz , the partner app, taking a position on a real event in a couple clicks. all activities on this step can be confirmed by submitting the transaction hash effectively with this strategy you've interacted with 9 dapps or apps on solana and have a solid idea of how to use defi at just the beginner level now the only thing holding you back is either building just a one off vibecoded site like @nicodotfun did or having a collaboration with @Galxe and @zealy_io for users to do this on-chain either one would be fun to get involved. i never had a good intro to crypto so i feel this is possibly the best way to have new users onboarded while holding solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump and keeping it safe

You can actually LIVE on @solana 👨‍💻 Phone - @solanamobile SIM card - @helium Stocks - @xStocksFi RWA - @OndoFinance Fitness - @moonwalkfitness Health - @CudisWellness Collectibles - @Collector_Crypt Debit Card - @KASTcard Borrow/Lend - @kamino Privacy - @Arcium Travel - @TravelSwap_xyz @NOMADZxyz Amazon & eBay shopping - @SP3NDdotshop Prediction market - @world_xyz There's nothing you can't do here...

I was only able to correctly identify and label out about 27 stablecoins here and I was able to categorize them into 5 groups to understand it perfectly @solana has 32 stablecoins in all and roughly half now pay you to hold them here’s what every one actually is and how you’d earn on it (my 27 ) >the fiat base has no native yield, so you deploy it: ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 @circle , solana:Es9vMFrzaCERmJfrF4H2FYD4KCoNkY11McCe8BenwNYB @Tether, solana:2b1kV6DkPAnxd5ixfnxCpjxmKwqjjaYmCZfHsFu24GXo @PayPal, ethereum:0xc5f0f7b66764f6ec8c8dff7ba683102295e16409 (first digital), solana:USD1ttGY1N17NEEHLmELoaybftRBUSErhqYiQzvEmuB @worldlibertyfi . you earn by lending on @kamino , save or drift, auto-routing through lulo, or LPing stable pairs. solana:HzwqbKZw8HxMN6bF2yFZNrht3c2iXXzpKcFu7uBEDKtr @circle is the euro version, and solana:AhhdRu5YZdjVkKR3wbnUDaymVQL2ucjMQ63sZ3LFHsch and $vgbp (vnx) are swiss franc and pound, all FX ( they are mostly bets more than yield plays). >regulated and revenue-sharing: solana:2u1tszSeqZ3qBWF3uNGPFc8TzMk2tdiwknnRMWGWjGWH @Paxos shares reserve income with partners like kraken and robinhood, and ethereum:0x00000000efe302beaa2b3e6e1b18d08d69a9012a @withAUSD is vaneck-backed and shares revenue with integrators. lend or LP either one. >synthetic and delta-neutral, where the yield comes from funding and basis: ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3 and $sUSDe @ethena , stake usde into susde to earn. solana:6FrrzDk5mQARGc1TDYoyVnSyRdds1t4PbtohCD6p3tgG and $eusx @solsticefi , deposit usx into the yieldvault to get the yield-bearing eusx. $USDu @UnitasLabs is a newer multichain yield dollar, staked version $susdu. >t-bill and rwa backed, where the yield is the whole point so you just hold: solana:A1KLoBrKBde8Ty9qtNQUtq3C2ortoC3u7twggz7sEto6 @OndoFinance is a tokenized treasury note that accrues rather than sitting at a hard $1, $sUSD @solayer_labs pays t-bill rates plus restaking with no lockup, $syrupUSDC @maplefinance earns off institutional loans so you carry borrower credit risk, $ONyc @onrefinance is tokenized reinsurance yield targeting a base yield above 16% but redemption runs on a quarterly window and is gated to qualified investors, solana:3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7 @HastraFi + @Figure is backed by US consumer credit with aaa-rated tranches, and isc is a small “inflation-resistant” basket play you should treat as speculative for now though. >lst-backed and decentralized: hyusd and shyusd @hylo_so are backed by sol liquid staking tokens, stake $hyUSD into the stability pool for double-digit yield but you wear LST-depeg risk. $usd @perena is an appreciating LP token of the usdc/usdt/pyusd stableswap, not $1-pegged, it grows off swap fees. solana:USDSwr9ApdHk5bvJKMjzff41FfuX8bSxdKcR81vTwcA @SkyEcosystem is dai’s successor, convert to $sUSDS for the savings rate or farm the incentivized lending yields while they last. solana:USDH1SM1ojwWUga67PGrgFWUHibbjqMvuMaDkRJTgkX here is hubble solana cdp stable, not hyperliquid’s, I couldn’t verify it’s even still live. $JupUSD @JupiterExchange is 90% blackrock-buidl backed, supply it to jupiter lend for yield or hold it as perps collateral. Which stable-coins do you guys use the most on Solana ?

This week in the Ownership ecosystem: @LasoFinance completed its raise on MetaDAO, with $25M committed from 700+ contributors. @UmbraPrivacy introduced “Private Payroll” on Solana: private USDC payments with built-in compliance. @JurassicFi detailed “Deaton,” its first dinosaur acquisition raise. 660K USDC target. Starts in July. @FlashTrade released V2 on mainnet. Sub-50ms execution, 100+ assets, fees from 2 bps. @loyal_hq launched Loyal Earn, auto-routing idle USDC to Kamino vaults. Up to 10% APY. @P2Pdotme announced its Builder Programme: hit 100 ramps and list on @futarddotio for $5K plus raise support. @01Resolved published the “June Ownership Coin Monthly” report. @AviciMoney crossed 1 million transactions.

Morpho has $6.7B TVL Kamino has $1.2B tvl Jupiter lend has $900M TVL Euler has $300M TVL @NestUSD has $1.1M TVL and is in the same tab 👀

maple finance hit ATH active loans at $1.93b, $4.6b AUM, $12.8m annualized revenue. SYRUP trades at $162m market cap, 12.6x revenue. kamino does $13m revenue at $1.26b FDV, 97x revenue. same tier of DeFi lender, 7.7x valuation gap. robinhood earn just went live july 1 using maple as backend credit infrastructure for 7% APY with lloyd's insurance across 24m funded accounts. that's your re-rating catalyst on a token down 78% YTD while the protocol posts new highs every month

I bought a bunch of STRC at $79 and haven't sold any yet I totally forgot that I could've bought it on @Solana and deposited it on Kamino for what is currently 18% APY Still feels surreal how fast everything changed in the past year or so, the brain hasn't adjusted yet https://t.co/ICNoOd2eAv

⚡️Spotlight Projects on Solana in the Last 30 Days @PlayKintara ⭢ 1267% @surfcashx ⭢ 136.60% @useKled ⭢ 75.60% @AiXovia ⭢ 115.50% @fragmetric ⭢ 59.60% @a_g_e_n_c ⭢ 55.10% @jito_sol ⭢ 53.10% @GEODNET ⭢ 37.70% @pumpcade ⭢ 36.70% @JurassicFi ⭢ 30.10% @MeteoraAG ⭢ 29.10% @weroamxyz ⭢ 19.20% @streamflow_fi⭢ 16.90% @_portals_ ⭢ 13.30% @grass⭢ 10.90% @kamino ⭢ 10.70%

Together, with @Titan_Exchange, PT looping is now cheaper, faster, & one-click. ⚡ For the first time in DeFi, loop PT tokens on P0, Kamino, AND Jupiter Lend against P0's credit pool. https://t.co/qAiihZgp1r

3 Solana protocols i actually use: @multisig @sanctumso @kamino

$NEST to $10M soon. Gave you another absolute bottom on this lovely bag. It's starting to get real validation now. - You've got Solana becoming the go-to chain for tokenized stocks. - You've got Anatoly talking about tokenized equities. - You've got xStocks leading the issuance side. Pyth powering the oracle infrastructure. - Kamino putting idle reserves to work. When all the biggest players in the ecosystem start moving in the same direction, you all must pay attention. This narrative is only getting stronger.

Launching on @solana taught us something very important. Users don't just chase the yield. They chase understanding. The ecosystem deeply understood: ▸ composability ▸ capital efficiency ▸ real-world assets Plugging into this behavior is what made PRIME stronger. The numbers tell the story: 📊 fastest growing RWA by market size ➿ 91% of circulating supply is looped on @kamino 💸 $11.5M+ interest paid out to holders When you see that kind of signal, scale is inevitable. PRIME proved the model on Solana. Now, we’re expanding it into one of the largest credit markets in the US: Auto Loans. AUTO is coming soon to Solana. Thanks to all the users who made this next phase of our journey possible 💜

.@Solana 越来越热闹，本周，Moody's、AWS、Kraken 等机构纷纷加入其中。来自不同的行业，聚集在同一个网络上，没有人选择离场。以下是过去一周重要进展： 📰头条新闻 - 通过 @alpha_ledger，Moody's 的信用评级现已能够在 Solana 上实现大规模机器可读； - @awscloud 通过 Solana 上的 @x402 协议，使内容发布者能够以编程化方式对 AI 流量进行变现； - Solana 代币化股票日现货交易量创下历史新高，达到 2.13亿美元； - @krakenfx 在其主移动应用中集成原生链上交易功能，用户现在可一键交易 Solana 生态代币 📰产品上线 - @OndoFinance 扩展了 Ondo Global Markets，上线 173 只新的代币化股票和 ETF，并集成 @Titan_Exchange 为机构客户提供 RFQ 执行服务； - @crediblefin 与纳斯达克上市公司 @OwlTing 达成合作，打通支付网络，解锁跨境支付通道； - @hylo_so 推出 V2 升级版本，提供一系列结构化、抗杠杆风险的金融产品； - @JupiterExchange 在 Jupiter Mobile 中集成原生预测市场功能； - @ManicTrade 开放其动量交易平台公测，允许人类和 AI Agent 执行超短期价格预测交易； - @GetRektApp 发布 Rekt Beta，一款以移动端为核心的 RWA 与永续合约交易应用； - @rarible 与 @Collector_Crypt 合作，将现实世界收藏品带上链； - @nansen_ai 推出 Solana 现货及永续合约交易活动，每周奖励总额达 10 万美元； - @stardotfun 在其直播融资节目中重点展示了 @predikt_gg； - @Vishwa_lab 在 @PredX_me 上推出用于自主交易的智能代理银行层； - @chompdotfyi 将其协议转型为面向大众的“信念引擎”，用于挖掘隐藏的用户情绪和市场观点； - @tinyhumansai 发布 Tiny Place，一个基于 Solana 的 AI Agent 社交经济网络，让 Agent 通过 x402 发现机会、协商并完成交易； - @SolanaInstitute 在芝加哥举办 Solana Summit: Washington x Wall Street，汇聚政策制定者、开发者及资产配置机构； - @ownershipfm 宣布将于 6 月 26 日举办 Ownership Roadshow #3，并同步直播创业项目路演比赛； - @solana_devs 与 @SuperteamJapan 在东京联合举办本地开发者生态活动； - @mtndao 宣布第 10 届 Builder Summit 将于 8 月重返盐湖城举行； - @islanddao 宣布将于 6 月 23 日举办全球 Solana 创始人 Demo Day，总奖池达 1万美元； - @superteamIE 开放爱尔兰开发者驻留计划报名； - @SolanaSummitOrg 宣布将于 10 月 6 日举办 Solana Summit Singapore，时间安排在 Token2049 之前； - @Solana_zh 宣布将于 6 月 27 日举办 Solana Shanghai Builders Assembly 活动； - @SuperteamTalent 正式上线 Talent Portal，一个面向整个生态系统的人才匹配与招聘平台 📰 里程碑 - @onrefinance 在 @kamino 上的总市场规模突破 1.5亿美元； - 通过 @sunrisedefi 在 @Backpack 上线后，SPCX 总链上交易量突破 4.39亿美元； - Solana 的日现货交易量和周现货交易量均已超越 Coinbase 和 Kraken； - @ArcherExchange_ 的 SPCX 交易对累计成交量突破 1,000 万美元； - @Rosentica 的 One Arena 抢先体验上线两周内实现销售额超过 130 万美元，完成超过 3,500 场比赛； - Solana 上的 ERC-8004 生态扩展至：1,400+ 个自主 Agent，8,200+ 条信号源，数据来源：@8004_scan； - @paj_cash 在尼日利亚已处理近 5 万笔 Web3 到银行账户的支付交易； - @magicblock 于 5 月创下历史最高纪录，处理 20.4 万次 VRF 请求； - @Loopscale 的 OnRe Growth Earn 金库在三周内存款规模达到 800 万美元 🎨 插画作者 @Ponderman_NFT

Here's your Crypto Watchlist for the Week: The main theme I’m watching this week is that switch-and-holder revenue trades are starting to matter again. $JTO +39% this week and +83% on the month. It's generated $6.25M in fees over the last 30 days, with $0 going to holders. If the fee switch conversation keeps moving, JTO probably stays on watch. $AERO +36% this week and still controls 52.6% of Base DEX volume. The holder yield is already at 14.6% with 100% distribution, and mainnet expansion is about to provide another catalyst. $VELO is up 32% this week, but I don’t really view this as a standalone trade anymore. The real setup is the $AERO merger in July 2026. VELO holders are set to receive 5.5% of the new AERO supply, so this is more of a merger arb than a long-term VELO thesis. The window closes once Aero launches, and price still looks like it’s catching up to the conversion. $UNI +21.3% this week, $43.4B in 30d volume, and $53.7M in fees over the last month. The fee-switch debate is back on CT, so governance is what to watch. On Solana, $KMNO still looks interesting. $1.2B TVL, $4.67M in 30d fees, and up 19.4% this week. There is a small unlock this week, so I’m watching how the market reacts to it. $ETHFI has the same “revenue exists, distribution doesn’t yet” setup. They have $3.2B TVL, with $11.6M in 30d fees, 70K active cards, and $2M in daily card spend. Holder revenue is still $0, which makes the mechanism more important than the current numbers. $AAVE feels like a cleaner setup. $12.8B TVL, $41M in 30d fees, still down 16.9% on the month. Tokenized stocks as collateral remain the catalyst I'm paying attention to. $ENA remains one of the main yield infrastructure names. $4.86B TVL, $18.5M in 30d fees, and still tied to a lot of what is being built around stablecoin yield. $PENDLE is more nuanced. +9.3% this week but still down 20.3% on the month, with TVL down 38.5%. The V2 reset makes the TVL drawdown look worse, but Boros is the part I’m watching. On-chain funding rate markets could be a much bigger category than people are pricing in. $EULER still looks mispriced to me. $288M TVL, $2.1M in 30d fees, and a $24.7M market cap. Same thesis as last week. $CFG is more of a narrative laggard. Centrifuge is now on Base through Coinbase, with $58M in RWA TVL on Base alone, +738% in 30 days while price is -15%. Unlocks to watch: $KMNO: 52.7M tokens / ~$1M $ETHFI: 1M tokens / ~$350K Security: Axelar exploit: $4.67M lost through the Secret Network bridge connection. Microsoft also flagged USB-spreading malware targeting crypto wallet credentials. Hardware wallet reminder. Macro: CLARITY still needs Senate Democrats to clear the 60-vote threshold before the August recess. BlackRock launched BITA, a Bitcoin ETF with monthly income through covered calls. The 2-year Treasury is at 4.22%, so the opportunity cost of holding risk assets is still real. What am I missing this week?

Last 15m - #Bybit Spot (USDT Trades) 📈 Top 3 Gainers: $MAVIA (Heroes of Mavia) : ↑2.57% $SPK (SparksPay) : ↑2.41% $KMNO (Kamino) : ↑2.32% 📉 Top 3 Losers: $WAVES (Waves) : ↓-5.2% $ZETA (ZetaChain) : ↓-4.31% $ID (SPACE ID) : ↓-3.99% 📶 Top 3 by Volume: $BTC (Tether USDt) : 16.15M $ETH (Ethereum) : 2.69M $IP (Story) : 529.52K 🔥 Top 3 by Vol. Change: $ZETA (ZetaChain) : 474.9% $ZEREBRO (Zerebro) : 328.21% $CRCLX (Circle tokenized stock (xStock)) : 166.9% #Crypto

Here's your Crypto Watchlist for the Week: The main theme I’m watching this week is that switch-and-holder revenue trades are starting to matter again. $JTO +39% this week and +83% on the month. It's generated $6.25M in fees over the last 30 days, with $0 going to holders. If the fee switch conversation keeps moving, JTO probably stays on watch. $AERO +36% this week and still controls 52.6% of Base DEX volume. The holder yield is already at 14.6% with 100% distribution, and mainnet expansion is about to provide another catalyst. $VELO is up 32% this week, but I don’t really view this as a standalone trade anymore. The real setup is the $AERO merger in July 2026. VELO holders are set to receive 5.5% of the new AERO supply, so this is more of a merger arb than a long-term VELO thesis. The window closes once Aero launches, and price still looks like it’s catching up to the conversion. $UNI +21.3% this week, $43.4B in 30d volume, and $53.7M in fees over the last month. The fee-switch debate is back on CT, so governance is what to watch. On Solana, $KMNO still looks interesting. $1.2B TVL, $4.67M in 30d fees, and up 19.4% this week. There is a small unlock this week, so I’m watching how the market reacts to it. $ETHFI has the same “revenue exists, distribution doesn’t yet” setup. They have $3.2B TVL, with $11.6M in 30d fees, 70K active cards, and $2M in daily card spend. Holder revenue is still $0, which makes the mechanism more important than the current numbers. $AAVE feels like a cleaner setup. $12.8B TVL, $41M in 30d fees, still down 16.9% on the month. Tokenized stocks as collateral remain the catalyst I'm paying attention to. $ENA remains one of the main yield infrastructure names. $4.86B TVL, $18.5M in 30d fees, and still tied to a lot of what is being built around stablecoin yield. $PENDLE is more nuanced. +9.3% this week but still down 20.3% on the month, with TVL down 38.5%. The V2 reset makes the TVL drawdown look worse, but Boros is the part I’m watching. On-chain funding rate markets could be a much bigger category than people are pricing in. $EULER still looks mispriced to me. $288M TVL, $2.1M in 30d fees, and a $24.7M market cap. Same thesis as last week. $CFG is more of a narrative laggard. Centrifuge is now on Base through Coinbase, with $58M in RWA TVL on Base alone, +738% in 30 days while price is -15%. Unlocks to watch: $KMNO: 52.7M tokens / ~$1M $ETHFI: 1M tokens / ~$350K Security: Axelar exploit: $4.67M lost through the Secret Network bridge connection. Microsoft also flagged USB-spreading malware targeting crypto wallet credentials. Hardware wallet reminder. Macro: CLARITY still needs Senate Democrats to clear the 60-vote threshold before the August recess. BlackRock launched BITA, a Bitcoin ETF with monthly income through covered calls. The 2-year Treasury is at 4.22%, so the opportunity cost of holding risk assets is still real. What am I missing this week?

If the reason you are bullish SOL is because of a KOL then I know you'll sell at a loss Here's reasons why it should do well in the next 1-2 years so you can relax: > #1 in Spot Volume > Big effort to improve tokenomics in the next months > Better spot execution than Binance & Coinbase (and no fees) > Far behind on perps, but lots of opportunity to grow (JTX, Phoenix, Imperial, Flash Trade etc) > Stocks & RWA volume growing every day and hitting ATHs > Stocks integrations with DeFi on things like Kamino (You can borrow using stocks as collateral) > Several apps hitting ATH revenue and expanding beyond crypto users There's a lot more and in your mind I know most of what I said won't feel important but if the token was going up you would be using all these as selling points to shill the token so think about your bias before saying "it doesn't matter"

日常检查钱包发现Kamino上我有4,949,767 USDC奖励？？？？？ ？？？？？？？？？？？ https://t.co/5QZyvA9pI7

Last 15m - #Okx Spot (USDT Trades) 📈 Top 3 Gainers: $BICO (Biconomy) : ↑4.79% $TNSR (Tensor) : ↑2.44% $KMNO (Kamino) : ↑1.9% 📉 Top 3 Losers: $ACE (Fusionist) : ↓-3.23% $TURBO (Turbo) : ↓-0.87% $TRA (Trabzonspor Fan Token) : ↓-0.79% 📶 Top 3 by Volume: $ETH (Tether USDt) : 10.18M $BTC (Bitcoin) : 587.08K $RE (Re) : 452.16K 🔥 Top 3 by Vol. Change: $SUI (Sui) : 285.34% $MET (Meteora) : 203.97% $RE (Re) : 164.79% #Crypto

同样是美系公链 SOL 的 Backpack 和 BASE 的Coinbase 做的真实美股，到底有什么区别？ 最近 Solana 上的 @Backpack 、Base 上的 @coinbase ，都在做链上美股。 真正的区别在链下面的三层： 📌发行主体的法律结构、代币对应的权利、可组合性的落地程度。 先纠正一个常见误读。 讲 Coinbase 的链上美股，经常被引用的是Coinbase Capital Markets Corp + Apex 清算的结构图。 这张图描述的是 Coinbase 的常规券商美股交易，也就是零佣金买卖股票、对标 Robinhood 的业务，和代币化股票不是一回事。 Coinbase 这次宣布代币化股票时，公告里明确写了： 代币化股票不打算作为 Coinbase Capital Markets Corp 或 Coinbase Inc. 的产品。 也就是说，代币化业务被刻意从持牌主体里剥离出去，大概率落在离岸子公司，首发避开美国本土。 1⃣第一层：发行主体的法律结构 ⭕️Backpack 走的是券商自营路线。 Backpack Securities 本身是美国 broker-dealer，自己买入真实股份、自己托管，再在 Solana 上发行对应代币。 它的 SPCX每一枚对应一股买入并托管的真股，可以赎回成真股，通过 ACATS 和 DTCC 转进传统券商账户，也就是 Schwab 和 Fidelity 之间转股票用的那套清算轨道。 ⭕️Coinbase 走的是主体隔离路线。 它有能在岸买卖和托管的美国券商，但代币化这一步交给另一个（很可能离岸的）主体，首发非美。 目前它还缺一个 ATS 交易结构，要依赖 SEC 新主席 Atkins 对许可链上 AMM 代币化证券的新姿态： transfer agent 白名单、额度限制、临时豁免才跑得通。 一个是券商亲自把真股搬上链，一个是把发行环节挪到监管更松的地方。 2⃣第二层：代币对应什么权利 Solana 假股、Base 真股是个误解，因为 Solana 上本身也不止一种股票代币。 xStocks（Backed Finance 发行，去年底被 Kraken 收购）本质是 tracker certificate，凭证型工具，只提供价格敞口，不含股东权利、投票权，对底层股份也没有法律索取权。 部分平台条款甚至注明，背书抵押品不一定永远是底层股票，可能替换成现金或其他资产。 Backpack 是另一类：可赎回成真股的权益凭证。 Coinbase 这次的口号是真 1:1 背书，不是合成、不是 IOU，对标的正是 xStocks 这类凭证型产品。 但在接近真实所有权这条线上，Backpack 的结构和 Coinbase 想做的几乎一致，而且落地更早。 所以真正的分界不是 Solana 和 Base，是凭证型敞口和可赎回真实权益，这两类在两条链上都存在。 3⃣第三层：可组合性落地到什么程度 Solana 这边，链上美股跑了快一年。 xStocks 去年 6 月底上线，借贷、LP、保证金这些场景已经接好，Jupiter、Kamino、Raydium 都能用。SpaceX IPO 当天，Backpack 的 SPCX 同步上链，首日单日成交 3780 万美元，是当天 Solana 上成交最高的股票代币。 这是既成的流动性。 Base 这边还在coming soon阶段。 结算用 Base，AMM 大概率走 Aerodrome，但产品尚未落地，且对 SEC 豁免的依赖更重，监管不到位就跑不起来。 一边活了一年，一边还在等发布和监管。 4⃣那么最后赢家？ 三层叠起来，有一个共同点：两家代币化股票的首发都避开美国本土，往离岸走。 稀缺的不是美股入口。 Nasdaq 真股、xStocks 凭证、Backpack 权益凭证、Hyperliquid 永续、Binance 的 bStocks，都能提供美股敞口。 稀缺的是把美股纳入加密账户的资产负债表，并且让它在 DeFi 里可组合、可赎回、可流转。 按这个标准，当前状态是：Backpack 已落地的券商型，Coinbase 未落地的主体隔离型。 终点相近，差在落地时间、监管路径和 DeFi 原生度。 最后一点：Coinbase 的完整产品文档还没出，法律结构、股东权利的处理、具体落在哪条链，都要等正式发布再下定论。 以上是基于目前公开信息的判断，等它落地再复盘一次看看。

RWA just crossed $33B on-chain. But the number everyone's citing isn't the interesting one. The composition shift underneath it is. ➖Phase 1 is done: Tokenized Treasuries built the trust layer. ▸ BUIDL: $2.4B ▸ Ondo USYC: $3.0B ▸ BlackRock + Ondo + Franklin Templeton combined: $7B+ Regulated fund wrappers on blockchain rails. Institutional custody requirements met. Proof of concept: complete. ➖Phase 2 is private credit & it's bigger. ▸ $14B+ in active loans on-chain ▸ 8–17% APY vs ~5% from Treasuries ▸ Maple SyrupUSDC: $2.1B across Pendle, Jupiter, Kamino Capital is rotating from safe yield to real yield. Composability is arriving. But the "institutional era" framing deserves scrutiny. ⚠️On-chain settlement ≠ on-chain credit quality. ▸ Maple defaulted on $36M in loans in 2022 ▸ Goldfinch took significant losses on emerging-market pools ▸ Private credit underlying assets are still largely opaque The protocols improved. The risk didn't disappear, it got repackaged into better UX. And the "from $1" democratization pitch? Still gated by KYC, jurisdiction, and accreditation. The entry minimum is $1. The compliance bar is not. What actually changed in 2026? ▸ WisdomTree got SEC approval for 24/7 trading + instant USDC settlement on its tokenized MMF, first registered fund with true secondary-market liquidity under US rules ▸ Tokenized equities crossed $1.3B (from $30M a year ago) ▸ Ethereum hosts ~65% of all tokenized RWAs by value RWA isn't hype. It's also not arrived. It's mid construction. Trust layer: ✅ set Yield layer: ✅ scaling Credit quality layer: ⚠️ unresolved Watch private credit default rates on Maple and Centrifuge over the next two quarters. That's the signal the market isn't pricing yet.

SOLANA WEEKLY DIGEST - @solana is now the #1 network with the highest amount of RWA holders, recording over 280K people holding RWA products as of June 17. - @PhoenixTrade launches leaderboard and 48-hour trading competition across every Phoenix equities market. - @awscloud content publishers can monetize AI traffic and get paid with stablecoins over @x402 on Solana. - @Titan_Exchange integrates OndoFinance Global Markets via Titan RFQ. - @UmbraPrivacy Integrates Onramper to Power Private Crypto Access and Payroll - @Backpack announces the first reward distribution in SpaceX shares is complete on Backpack. - @OndoFinance Lists 173 New Stocks and ETFs on solana, expanding to 430+ tokenized stocks and ETFs across Solana, Ethereum and BNB Chain. - @solflare announces Solflare Packs. Real graded slabs right inside your Solflare wallet. Powered by @Collector_Crypt - @solanamobile releases an updated Seeker Dashboard featuring new perks from @GetRektApp for solanamobile Seeker holder - @Arcium releases $ARX utility and tokenomics in preparation for TGE - @Loopscale unveils new SOL Main Vault. Earn a higher yield than staking or lending in one position, with instant withdrawals and lower fees than unstaking an LST - @DriftProtocol announces recovery token and insurance fund claim checker now live. Each DFX represents $1 of verified loss during the Incident. - @MonkeDAO partners with @CollectorCrypt to bring exclusive Pokémon packs for our fellow Monkes! - @kamino OnRe Market has crossed $150M in total market size - @crediblefin partners with @OwlTing, a NASDAQ-listed fintech backed by SBI Holdings, to expand cross-border payment corridors between China and India using stablecoin-powered payment infrastructure.

🔔 𝗨𝗽𝗯𝗶𝘁 𝘄𝗶𝗹𝗹 𝗹𝗶𝘀𝘁 𝟵 𝘁𝗼𝗸𝗲𝗻𝘀 — 𝗣𝗘𝗔𝗤, 𝗟𝗜𝗧, 𝗞𝗠𝗡𝗢, 𝗠𝗢𝗥𝗣𝗛𝗢, 𝗚𝗥𝗔𝗠, 𝗟𝗗𝗢, 𝗣𝗔𝗫𝗚, 𝗢𝗦𝗠𝗢, 𝗮𝗻𝗱 𝗔𝗠𝗣 — 𝗶𝗻 𝗕𝗧𝗖 𝗮𝗻𝗱 𝗨𝗦𝗗𝗧 𝗺𝗮𝗿𝗸𝗲𝘁𝘀, trading starts June 19 at 15:00 KST, per WuBlockchain. 𝗛𝘂𝗽𝘇𝘆 𝘁𝗮𝗸𝗲: Upbit listings are significant catalysts for token price action, particularly for mid-cap and smaller-cap assets. South Korean retail traders are known for aggressive participation in new listings, and the "Kimchi premium" dynamic often drives outsized volume. The inclusion of established DeFi names like MORPHO and LDO alongside newer tokens suggests Upbit is expanding its DeFi and infrastructure offerings. The setup is a classic "buy the rumor, sell the news" pattern — if you're already positioned, the listing time (15:00 KST) is the key moment to watch. source: WuBlockchain Track real-time signals & trade → https://t.co/ceYOW7nCNr

据官方公告，韩国第一大加密交易所 Upbit 将在 BTC、USDT 市场上线 PEAQ、LIT、KMNO、MORPHO、GRAM、LDO、PAXG、OSMO、AMP 代币，交易将于当地时间 6 月 19 日 15:00 开始。 https://t.co/ApAMNvUDNO

嗯？Onre在Kamino上面的存款突破1.5亿美元了？？ 甭管有多少是散户有多少是机构的钱，1.5亿不少了 叔目前持仓$13k，利息吃得很爽，每天7u左右，想加仓也加不进了…… https://t.co/36DVVIeP9k

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $PRL (The Parallel) : ↑ 3.68% $STG (Stargate Finance) : ↑ 3.65% $KMNO (Kamino) : ↑ 3.38% 📉 Top 3 Losers: $KTA (Keeta) : ↓-4.13% $HOME (Defi App) : ↓-4.05% $ASTER (Aster) : ↓-2.82% 📶 Top 3 by Volume: $ETH (Ethereum) : 14.49M $BTC (Bitcoin) : 10.76M $HYPE (Hyperliquid) : 5.75M #Crypto

Last 15m - #Okx Spot (USDT Trades) 📈 Top 3 Gainers: $ZRO (LayerZero) : ↑1.92% $LAT (PlatON) : ↑1.69% $BABY (Babylon) : ↑1.3% 📉 Top 3 Losers: $JTO (Jito) : ↓-3.18% $WLD (Worldcoin) : ↓-1.09% $KMNO (Kamino) : ↓-1.05% 📶 Top 3 by Volume: $HYPE (Hyperliquid) : 3.77M $ETH (Tether USDt) : 1.62M $BTC (Bitcoin) : 1.01M 🔥 Top 3 by Vol. Change: $RLUSD (Ripple USD) : 625.5% $ZRO (LayerZero) : 365.76% $PUMP (https://t.co/zLqAbYifiv) : 209.11% #Crypto

Last 60m - #Binance Futures (USDT Trades) 📈 Top 3 Gainers: $EVAA (EVAA Protocol) : ↑12.98% $KMNO (Kamino Finance) : ↑7.11% $CARV (CARV) : ↑5.95% 📉 Top 3 Losers: $US (Talus) : ↓-12.22% $BSB (Block Street) : ↓-11.05% $H (Humanity) : ↓-7.42% 📶 Top 3 by Volume: $USDC (USDC) : 170.45M $BTC (Bitcoin) : 112.91M $ETH (Ethereum) : 95.60M 🔥 Top 3 by Vol. Change: $AMP (AMP) : 556.36% $HOME (Defi App) : 285.69% $XLM (Stellar Lumens) : 262.79% 🔄 Top 3 Most Traded: $ETH (Ethereum) : 274794 trades $WLD (Worldcoin) : 260046 trades $BTC (Bitcoin) : 219919 trades #Crypto

Last 15m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $MOG (Mog Coin) : ↑8.33% $KMNO (Kamino) : ↑3.68% $JTO (Jito) : ↑3.63% 📉 Top 3 Losers: $MEGA (MegaETH) : ↓-2.65% $USELESS (Useless Coin) : ↓-2.46% $FIDA (Bonfida) : ↓-2.45% 📶 Top 3 by Volume: $BTC (Bitcoin) : 14.32M $ETH (Ethereum) : 8.50M $XRP (XRP) : 4.51M 🔥 Top 3 by Vol. Change: $PUMP (https://t.co/zLqAbYifiv) : 778.93% $LIGHTER (Lighter) : 636.85% $DOT (Polkadot) : 571.11% #Crypto

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $OPG (OpenGradient) : ↑ 3.29% $AMP (Amp) : ↑ 1.92% $KMNO (Kamino) : ↑ 1.36% 📉 Top 3 Losers: $ZKC (Boundless) : ↓-11.47% $ALLO (Allora) : ↓-4.44% $NEWT (Newton Protocol) : ↓-4.31% 📶 Top 3 by Volume: $BTC (Bitcoin) : 10.61M $ZEC (Zcash) : 3.75M $ETH (Ethereum) : 3.63M #Crypto

过去3个月Onre TVl从1.33亿涨到了1.93亿 发不发币我现在不在乎，只要 solana:5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5 保持之前永远不跌的状态，我就可以继续拿接近年化20%的收益。 这样想的不止我一个，因为Onre在Kamino的存款已经突破1亿美元。

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $HOPR (HOPR) : ↑ 12.22% $STG (Stargate Finance) : ↑ 8.87% $TAO (Bittensor) : ↑ 8.42% 📉 Top 3 Losers: $EDGEX (edgeX) : ↓-4.03% $MEGA (MegaETH) : ↓-3.59% $KMNO (Kamino) : ↓-3.49% 📶 Top 3 by Volume: $BTC (Bitcoin) : 11.05M $SOL (Solana) : 3.02M $ETH (Ethereum) : 2.77M #Crypto

#Okx Spot (USDT-60m) Summary: 📈 Top 3 Gainers: $MEGA (MegaETH) : ↑ 5.24% $AI (Gensyn) : ↑ 3.49% $LAYER (Solayer) : ↑ 2.85% 📉 Top 3 Losers: $KMNO (Kamino) : ↓-2.66% $HMSTR (Hamster Kombat) : ↓-2.3% $ZEUS (Zeus Network) : ↓-2.17% #Crypto

Last 15m - #Okx Spot (USDT Trades) 📈 Top 3 Gainers: $EDGE (edgeX) : ↑5.32% $PROVE (Succinct) : ↑2.01% $AIXBT (aixbt) : ↑1.92% 📉 Top 3 Losers: $KMNO (Kamino) : ↓-2.2% $ALLO (Allora) : ↓-1.96% $DUCK (DuckChain) : ↓-1.25% 📶 Top 3 by Volume: $BTC (Bitcoin) : 6.79M $HYPE (Hyperliquid) : 1.13M $TRUMP (OFFICIAL TRUMP) : 449.05K 🔥 Top 3 by Vol. Change: $BTC (Bitcoin) : 392.83% $PEPE (Pepe) : 262.56% $ICP (Internet Computer) : 221.14% #Crypto

$Arkm Holding well In strong demand 📈 Volume is good 🔥 Send it 🐳 $xpl $kmno $rif $trump $enj $at $stg $tst $zbt $lumia https://t.co/3Iy61v7uPD

$Allo Moving Forward 🔥 +30.00% Gain Secured 🚀 #Binance Top Gainer 👑 $Arkm Chart looking juicy can follow 📈 $xpl $kmno $stg $rif $trump $zbt $enj https://t.co/smEeg6Ddze

$Arkm = #Infrastructure 4- Hour 🔥 Second Leg is loading ⌛️ $Btc $eth $xpl $stg $enj $kmno $movr $lumia $trump https://t.co/rCP3lQE8Vv

#Okx Spot (USDT-60m) Summary: 📈 Top 3 Gainers: $TRUMP (OFFICIAL TRUMP) : ↑ 8.06% $ARKM (Arkham) : ↑ 2.64% $KMNO (Kamino) : ↑ 2.49% 📉 Top 3 Losers: $HMSTR (Hamster Kombat) : ↓-4.18% $PRCL (Parcl) : ↓-4.17% $ID (SPACE ID) : ↓-3.56% 📶 Top 3 by Volume: $BTC (Bitcoin) : 27.19M $ETH (Tether USDt) : 8.50M $TRUMP (OFFICIAL TRUMP) : 5.18M #Crypto

今天晚上 $SPCX 上市交易，这场史诗级巨型IPO 也影响着 Hyperliquid、Binance、Backpack 等平台的SPCX 价格和交易用户的注意力 同样是今天，Solana 圈子都在疯狂抱团打call： Space X 股票将在纳斯达克上市同日登陆Solana，由Backpack证券推出，1:1 背书真实股份，用户可在Solana 链上全天候交易 好久没看到这么团结一致、强调 Solana 路线的氛围了，尤其是在加密熊市的当下： 除了Backpack @Backpack 团队 ，还有Solana官方账号、不少基金会成员以及Solana 生态大量项目如Raydium、Kamino、Birdeye、Pyth等纷纷发声并用 🚀 🎒 🌅等表情支持 无畏认为： Backpack证券在Solana 上推出 $SPCX 同样或是有史以来最大的 onchain 资本市场事件 也是 Solana 在 RWA/真实资产上的一个重要成就，更是Solana 生态协同的一次教科书行动 Backpack（CEX + 美资券商）+ SunriseDeFi（RWA 发行）+ Solana 基础设施（DEX、预言机、钱包）形成协同闭环

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $KAT (Katana) : ↑ 6.92% $GWEI (ETHGas) : ↑ 4.07% $KMNO (Kamino) : ↑ 2.63% 📉 Top 3 Losers: $POLS (Polkastarter) : ↓-7.55% $PYTH (Pyth Network) : ↓-3.95% $FAI (Freysa) : ↓-3.65% 📶 Top 3 by Volume: $BTC (Bitcoin) : 18.84M $ETH (Ethereum) : 5.97M $ZEC (Zcash) : 3.06M #Crypto

Last 60m - #Bybit Spot (USDT Trades) 📈 Top 3 Gainers: $H (Humanity) : ↑13.4% $OBT (Orbiter Finance) : ↑6.05% $KMNO (Kamino) : ↑4.31% 📉 Top 3 Losers: $ID (SPACE ID) : ↓-3.34% $HMSTR (Hamster Kombat) : ↓-2.94% $STRK (Starknet) : ↓-2.64% 📶 Top 3 by Volume: $BTC (Tether USDt) : 17.69M $ETH (Ethereum) : 9.36M $WLD (Worldcoin) : 4.71M 🔥 Top 3 by Vol. Change: $ENSO (Enso) : 600.27% $H (Humanity) : 290.61% $USD1 (World Liberty Financial USD) : 215.22% #Crypto

Fortune has released its Crypto 100 list. Top 10 DeFi protocols: 1. @HyperliquidX 2. @aave 3. @LidoFinance 4. @Uniswap 5. @eigencloud 6. @PancakeSwap 7. @MorphoLabs 8. @MeteoraAG 9. @KaminoFinance 10. @Raydium https://t.co/v87bYPV7Wz

4900人理财社区今日在聊什么—6月7日日报 📌 话题 1：SpaceX 打新——Bybit/Kraken/海妖,135+5% 📌 话题 2：火币污染蔓延到链上 DeFi——Spark/Kamino/Jupiter 全中招 📌 话题 3：火币 USD1 全冻 + 自动换 USDT + WLFI 拉黑孙割 📌 话题 4：U 卡大盘点 https://t.co/09a5526mgF

EVM land does seem to be on fire now, but at least @solana is doing quite alright with @ExponentFinance and @solsticefi. Solstice, despite crypto being remarkably down, has maintained its good valuation excellently so far. And its Exponent PTs are loopable against negative borrow costs at the moment on @kamino but also loopable on @Loopscale. 4.51% PT Yield at a -.89% borrow cost and 5x leverage... = 26.11% Net APR with fixed collateral yield BUT ALSO, I recently learned that if you simulate deposits into @ExponentFinance you can see what your APR would be at different concentrated liquidity ranges. I know HYPE flipped SOL (at least for a day), but tbh, I've been surprised by how frequently Solana has been the go-to for stablecoin yields lately. Note: Solstice points maxi and Exponent V2 ambassador

⚡️Most Efficient Tokens in the Highest Revenue Sectors Ranking projects by Valuation/Revenue ratio across the five highest earning DeFi sectors in 2026. Prediction Markets leads sector revenue at ~$700M YTD, with @Trylimitless $LMTS as the most efficiently valued at 1.86x, the lowest ratio across all 21 projects in the set. $POLY $OPN $GMX $EDGE $DYDX $HYPE $COW $DODO $BNT $JUP $CAKE $MET $AERO $CRV $KMNO $AAVE $MPL $COMP

Last 15m - #Okx Spot (USDT Trades) 📈 Top 3 Gainers: $CFG (Centrifuge) : ↑2.45% $OL (Open Loot) : ↑2.12% $MEME (Memecoin) : ↑1.73% 📉 Top 3 Losers: $ZEUS (Zeus Network) : ↓-4.08% $KMNO (Kamino) : ↓-1.49% $SUSHI (SushiSwap) : ↓-1.34% 📶 Top 3 by Volume: $BTC (Bitcoin) : 3.70M $IRYS (Irys) : 2.27M $ETH (Tether USDt) : 1.15M 🔥 Top 3 by Vol. Change: $ICP (Internet Computer) : 235.5% $TRX (TRON) : 137.54% $XLM (Stellar) : 23.64% #Crypto

250万美金 MSTR的BTC抛售，会击垮加密市场吗？ （希望所有加密用户和从业者都耐心看看，没有任何AI内容，纯干货，非常有用，耗时约一小时） 也是在凌晨四点打完所有的期权流订单，犹豫再三还是把这篇文章给赶出来 加密市场的用户似乎真的不知道自己在面对什么，这一篇并非毫无逻辑的纯Fud。 作为一个 转移到美股的期权专精博主，我必须和娘家人（币圈）、加密项目、交易所说些重要的事情。 ———————— MSTR抛售，会导致什么？ 这是“信仰叙事破裂”的象征，这也是系统性风险的开始。 @saylor 承诺永远不会卖出BTC。而MSTR持有的BTC总量为843,706枚 MSTR的商业模式极其愚蠢，MSTR的商业模式极度依赖BTC的正向上涨。 所有人都可以看到他在过去的买点，都是在追高BTC。 当时装逼的有多高，现在跌的就有多惨。 这会导致，市场原本的计价是MSTR不会抛售BTC、就像我们加密用户会默认中本聪地址不会动一样，动则魂飞魄散。 程度没那么重，但影响面类似。 机构对于BTC的计价也是如此，一个承诺不会卖出BTC的大庄卖出了。机构必须要采取一些保险行为，先卖带动后卖。 虽然5 月 26–31 日卖出 32 BTC，但每个月都要对STRC进行分红，所以MSTR出售BTC这个行为，是非常连续的。 下一次 是6月30日，且Strategy 已经提出把 STRC 从月度分红改成半月度分红，也就是一个月分两次发，相关股东投票安排在 2026 年 6 月 8 日。 这会导致卖币的节奏加速。 每个月32BTC的抛售，非常像一场蝴蝶效应。这几乎意味着MSTR商业模式的破产。而下跌的支撑，也因为北美矿场的转型而变得脆弱。 目前关机币价依然重提，目前200T机器约55000-60000美金，这是本轮抛售的极限位置 ———————— MSTR其他的问题 目前IGV（软件ETF）包含成分股 MSTR 1.8%左右 剔除可能性极高（几乎是必然） 按照IGV当前总资产规模（AUM）来算，140亿美金的总量，大概会导致MSTR潜在2.52亿美金的直接抛售。 这里，我非常想问 @saylor 一句，你们准备好这次抛售了吗？ 下一次调仓是6月的第三个星期五，准备好了吗？ 这里同样要和币圈的兄弟们说一句，你知道2.52亿美金的抛压，会对MSTR造成什么影响吗？ ———————— MSTR进一步下跌会导致什么问题？ 众所周知，今年有三大历史级IPO，这些股票极大概率会在IPO三周后纳入到指数中，这便会挤压掉在指数末端的股票。 以NDX（纳斯达克100指数）为例，被踢出的市值段，大概是200亿美金，当前MSTR市值为 476亿美金。 MSTR下跌至60刀以下，便会有机会触发NDX的踢出机制，我认为MSTR这样落后的商业模式，若股价真到这个位置，也会是优先被踢出NDX的股票。（今年最低100美金） ———————— MSTR还会导致哪些次生问题？ 币圈有一个通识，便是大部分的Defi收益，都建立在市场正向上涨的基础上，这也是为什么大部分深熊的开始，往往在一次BTC暴跌后演化。 ETH当前是有系统性风险的，绝大部分敞口都是向上的，而ETH POS的机制，使得ETH没有外部锚定价值（如POW的电费锚定价值） 所以建立在ETH上所有的Defi收益，我认为都会是有风险的。这一点，没有Defi可以免俗 从Defillama的数据来看，目前Defi的TVL 从高点下来跌了一半，180B下跌至77B 当市场出现螺旋向下的预期时，正向收益的问题就出现了，收益无法通过正向收益进行正常分发，去中心化收益存在巨大的收益分发障碍。 这往往是 1. 收益率急剧下跌，加速质押者出逃 2. Defi收益预期减少，项目跑路的可能性增大 在原本存在信任风险的Defi上无法获取超额收益，又出现系统性风险的时候，机构级用户便会率先离场。 这里依然是，先卖带动后卖。 所有在Defi上的正向敞口，都会遭遇到系统性风险的挑战。 Lido AAVE Morpho SKY Eigenlayer Ethena Spark etherfi maple falcon Kamino Pendle等等等等 你们到底哪一家会出事呢？多链是否是最脆弱的目标？ Curve也是？ —————— 以上假设都存在可能的情况下，是不是可以去花一笔预算，进行智能合约的再次审计？ 我真心的希望你们能听进去，给Defi一条后路，也给ETH一条退路。 防御总在最脆弱的时候被击溃。 —————— 人微言轻，但真正希望交易所的领导们看到下方这段话 除此之外，最让我担忧的，是各家交易所的资产储备，在超额储备的背景下，是否应当在MSTR带来的下跌预期和Defi跑路的可能性下，做出一些预案。 以免对于系统性风险出现的时候，无法及时做出应急操作。而交易所体系下正向敞口的产品，是否也需要做出对应的应急预案，以免用户产生更多损失，损失客源。 —————— 写在最后，加密/Web3已经走向证伪周期里，希望加密市场上的每一环，守好最后一班岗，给加密做一个漂亮的收尾。

This is what it looks like when institutional-grade asset management meets onchain utility! Not as a concept, but as a live, working product USCC tokens are accepted as collateral on Aave, Kamino, and Morpho: investors can borrow stablecoins against their position w/o selling

Introducing the Bitwise Crypto Carry Fund (USCC)—a $259 million tokenized fund* built to provide yield through a market-neutral “crypto basis” strategy. Current annual yield: 4%. Powered by Superstate FundOS. Available to qualified purchasers. More color on USCC: - Runs a market-neutral basis-trade strategy: Holds crypto assets like BTC, ETH, SOL, and XRP and sells those assets’ futures contracts to generate yield from the difference - Tokens accepted as collateral in major DeFi markets including Aave, Kamino, and Morpho—gives investors ability to borrow stablecoins against positions - Originally created by @SuperstateInc in 2024. Today Bitwise takes over investment management of the fund; Superstate will continue to run its onchain infrastructure. - Bitwise’s first-ever tokenized fund USCC couples Superstate’s best-in-class infrastructure with Bitwise’s long track record in crypto asset management. Thrilled to partner with a true onchain pioneer to continue expanding access to the full range of opportunities in crypto. Interested? Send us a message here or go to https://t.co/Ov8wMFWRcz *As of June 1, 2026

作为以太坊生态中极具代表性的合成协议，Ethena 凭藉其超高的存款收益率，在早期为参与者带来了丰厚的回报。 近期，Ethena 迎来了跨生态的重大战略布局，其代币 ENA 透过 Sunrise DeFi 协议正式登陆 Solana 生态。这不仅打破了原有的单一公链限制，更在短短一週内交出了一份极具爆发力的成绩单，整体协议相关市场吸金超过十亿美元，展现出强大的资本虹吸效应。 这十亿美元的资金体量，主要由 Solana 生态内的两大 DeFi 巨头 Jupiter Lend 与 Kamino 所贡献。 Jupiter Lend 的 Ethena 市场，其规模已迅速攀升至五亿美元的量级。值得注意的是，其核心资金库处于满负荷借出状态，产生了高达两亿五千万美元的借款需求，这直接推动了 Jupiter 平台总规模突破二十亿美元大关。 此市场扩张的背后，有赖于 Bitwise Asset Management 的市场策划。这意味着该借贷结构并非普通的零售型产品，而是严格按照机构级别的资产管理与风控标准所搭建，其核心战略在于吸引并承接大规模的传统机构资金进场。 Kamino 平台上的 Ethena 市场也同样展现出惊人的成长动能，资金规模迅速突破五亿美元，成为 Kamino 发展史上增长最快的单一市场。 该市场的设计逻辑主打可持续性的收益机会，并配备了防清算的槓杆策略。透过自动化的跟踪与风险控制，让资金在放大使用效率的同时，大幅降低因市场剧烈波动所引发的强制清算风险。这项明确的目标指向了一个核心愿景，即全面推动协议生态在 Solana 网路中的大规模应用与普及。 在市场规模急速扩张的同时， @ethena 官方也针对底层资产进行了重要的架构升级。透过更新透明度页面，官方对协议背后的储备金构成进行了更为详尽的资产拆解披露。未来，任何新增的资产类别都必须经过风险委员会的严格提议与批准程序。这项举措表明，协议的核心储备正积极朝向多元化与稳健化发展。从最初的高收益实验性产品，到如今在 Solana 上构建深厚的流动性，Ethena 已经蜕变为一项具备机构级抵押标准的基础设施。这一步棋下得极为稳健，不仅获得了 Solana 官方的高度关注，也标誌着其在去中心化金融版图中正式迈入了全新的成熟阶段。

That's HOW MUCH money crypto projects made while you read this 💰 Hyperliquid -> $1,300
PumpFun -> $650
Polymarket -> $500
Axiom -> $250
Phantom -> $150
Jupiter -> $80
Metamask -> $50
Meteora -> $40
Raydium -> $15
Kamino -> $15 How much do you make per minute? 🤔

抛开其他不说，@solsticefi 方向和很多 Solana DeFi 确实不太一样。 Solstice 围绕 USX、YieldVault、eUSX 和 SLX 构建了一套完整的产品体系，帮助用户在 Solana 上高效承接美元资产、生成收益，并让资产继续在生态内流动与治理参与。 前几天 TGE 已落地，SLX 正式上线，代币用于协议访问、优先权获取和治理决策。 查了下根据公开 dashboard 数据，Solstice 的策略已运行超过 3 年，保持 100% 正收益月份记录。整体呈现出跨周期的稳定性，很明显这类长期正收益记录的价值，在于它经过了不同市场环境的检验，体现了策略的可持续性。 Solstice 填补了面对Solana 上 DEX、借贷、永续等场景丰富，但缺乏一套让美元资产“持有即生息、同时保持流动性”的产品层的这一空白 值得注意的是 eUSX / YieldVault 的收益主要来自 funding rate arbitrage、hedged staking 和 tokenized T-bills 等多类市场结构机会，不是非单一方向押注。 eUSX 已可用于 Raydium LP、Kamino 借贷、Exponent 等场景，实现收益叠加。strcUSX 等新产品也在推进中，也会进一步扩展机构信用与 RWA 场景。 Solstice 已经在Solana 上构建一个机构级、透明、可组合的收益基础设施，值得大家重点关注~

突然发现自己在Kamino居然有52刀奖励没领取 这不亚于在几年不穿的棉衣里面翻出百元大钞😂 https://t.co/Fl93R8M34V

提起ENA 相信大家并不会陌生 USDE的创造者 基于以太坊构成的合成协议 当初开通存款 超级高的API 当时基本存款的都吃得麻麻的 那么最近ENA有什么动态呢？ 1. 登陆 Solana 生态 - $ENA 通过 @sunrisedefi 正式上线 Solana。 2. Solana DeFi 生态爆发 - Jupiter Lend：Ethena 市场规模迅速增长到 $5亿，USDe 金库已被借满（$2.5亿 USDG 借款），平台总市场规模突破 $20亿。 - Kamino：超过 $5亿 资金已部署到 Ethena 市场。 - Ethena 生态总览：Jupiter Lend + Kamino 两个平台的 Ethena 市场合计突破 $10亿，上线仅几天时间。USDe 计价的活动在 Solana 上正在快速起飞。 3. USDe 储备多元化 - Ethena 官方更新了透明度页面，展示了 USDe 储备更详细的资产分解。 - 后续将继续新增资产类别，但需经过风险委员会提议和批准。 Ethena 正在 Solana 上强势扩张，$ENA 上线后 USDe 相关市场几天内吸金超 $10亿，同时 USDe 底层储备也在推进多元化。

Last 15m - #Bybit Spot (USDT Trades) 📈 Top 3 Gainers: $PENGUIN (Nietzschean Penguin) : ↑2.46% $KMNO (Kamino) : ↑1.65% $COOKIE (Cookie DAO) : ↑1.61% 📉 Top 3 Losers: $NOM (Nomina) : ↓-6.96% $ID (SPACE ID) : ↓-1.87% $VIC (Viction) : ↓-1.39% 📶 Top 3 by Volume: $BTC (Tether USDt) : 7.13M $HYPE (Hyperliquid) : 687.74K $ETH (Ethereum) : 674.39K 🔥 Top 3 by Vol. Change: $BTC (Tether USDt) : 42.1% $LINK (Chainlink) : 9.64% #Crypto

【大毛明牌发钱！融了 1270 万美元、Kraken 交易所亲自撑腰的 Solana 链上美股平台 @xStocksFi 正在疯狂送积分！】 今天用最干练的大白话，教你如何用 4 种姿势躺赚这波大空投： 💰 已融资金额： 1270 万美元（包括加密巨头 Kraken 的战略领投，Kraken 目前已将 xStocks 直接深度集成到了其 CEX 交易所的 UI 界面中）。 📊 TVL（总锁仓量）： 已疯狂飙升至约 4.55 亿美元。 💡 全套空投挖矿（Farming）路线图 1️⃣ 纯被动流：死守持币（Hold） 打开积分页面并连接钱包：https://t.co/xCoRTsXDsp 直接在 Jupiter 上购买任意 xStocks 资产（代码全部以“x”结尾，例如：AAPLx、TSLAx、NVDAx 等）。 ⚠️ 极其重要：请务必仔细分辨，千万不要和 Ondo 的资产或前置盘（Premarket）代币搞混！ 只要放在钱包里死守 = 系统就会自动派发 xPoints 积分。让你在享受美股被动增长的同时躺赚空投。 2️⃣ 进阶被动流：出借（Lend）赚双重收益 将你手里的这些代币化股票，存入 Kamino 或 Jupiter Lend 平台进行出借。 除了能稳拿原本的持币 xPoints 积分外，还能额外躺赚一份出借利息与平台积分。 全程依然 100% 纯被动，安全且省心。 3️⃣ 极限积分流：提供流动性（LP） 在 Orca 或 Raydium 上为相关代币对搭建流动性池（LP）。 拥有全网最高的 xPoints 积分翻倍加成（Multiplier）。 ⚠️ 注意：此策略需要一定的日常维护，且需要自行承担无常损失（Impermanent Loss）的风险。 4️⃣ 零风险流：对冲套利（Hedge）一鱼多吃 操作核心： 在现货端买入 xStocks 做多，同时在 Hyperliquid、Nado 或 Kraken 平台上开相同数量的空单。 完美抹平股票本身的单边涨跌风险（Directional Risk），达成绝对的中性套利。 💡 财富密码：利用这一套现货+期货的对冲阵型，你可以同时连夜狂刷多个平台的顶级空投！ 5️⃣ 低波动流：死守 $STRCx 锚定约 100 美元的挂钩代币（Peg Token），全网最稳的避险资产。 稳拿 8%-9% 的基础 APR + 丰厚的 xPoints 积分奖励。 💡 实操技巧：可以在 97-100 美元的区间内反复做波段（Flip），或者当价格高于 100 美元时在 Lighter 平台上果断开空。 🚀 积分加速外挂（Smart Boosts） 邀请推荐加成： +20% 积分速度 绑定 Telegram： +10% 积分速度 🛠️ 独家避坑指南（Key Tips） 首选 Solana 链： 整个生态绝大多数的底层流动性全部集中在 Sol 链上，滑点最低。 玩法变更： 由于之前有大量科学家和工作室恶意撸羊毛（Abuse），官方目前已彻底下线了每日转盘和签到功能。 女巫/黑名单自救： 如果发现自己的账号不小心被系统标记（Flagged）了，不要慌，直接去市场上随便买入任意数量的一手股票，通常在一段时间后系统就会自动解除限制。

SOL上的ENA @solsticefi 刚上线币安alpha。 现在这种熊市，Solstice的TVL还能有400M，其实，是挺难的。主要是有个NYSE: BLSH上市公司部署一部分资金进来。 现在大家对于Defi‘的态度有点过于保守了。所以Solstice的底层资产是USX，也是熟悉的国债支撑的稳定币。收益3.5-5%，还行，标准收益。 如果要更高收益存入USX成为EUSX，看了下现在收益最高的还是锁PT。 因为S2还有3%的代币发给用户，积分获取率最高的还是持有YT，LP。 基本玩法也就Raydium 做 LP、在 Kamino 借贷、在 Exponent 拆分YT和PT。 整体而言，项目稳健，团队扎实，稳!

Solana Ecosystem Recent Developments & Integrations 🌐 📈Developments: 🔸@Loopscale : Launched Loopscale Earn – unified fixed-yield, lending & market making vaults 🔸@glider__ : Activated automated continuous lending & yield for major assets 🔸@upshift_fi : Launched Solana’s first multi-strategy sJitoSOL vault with Jito & Sentora 🔸@Raydium : Activated limit orders, dynamic fees & single-sided liquidity on CLMM 🔸@MeteoraAG : Introduced Limit Orders allowing yield on executed trades 🔸@PhoenixTrade : Released Vulcan – advanced CLI trading tool for humans & agents 🔸@Arcium : Mainnet Alpha processed 200K+ encrypted computations 🔸@ethena : Surpassed $1B TVL on Jupiter Lend & Kamino within days 🔸@Collector_Crypt : Crossed $1 billion total platform volum 🔸@MiloOnChains: AI agents executed 300K+ autonomous trades ⚡️Integrations: 🔸@Uniswap, @billions_ntwk : Went live on Solana via Sunrise DeFi 🔸@CoWSwap : Enabled seamless EVM-to-Solana cross-chain swaps 🔸@flipcash : Deployed USDF stablecoin on Solana in partnership with Coinbase 🔸@moonpay : First crypto onramp integrated into ChatGPT App Store 🔸@peaq : Made services on https://t.co/VOVaGWq86H available for robots & machines on Solana 🔸@Evoracharge : Tokenized physical EV batteries & chargers as RWAs 🔸@clawpumptech : launched MCP v2 with compatibility for @NousResearch Hermes, enabling agents to tap into 94 DeFi endpoints and Phoenix Trade perpetuals 🔸@LanaAI : rolled out native explorer tabs covering tokens, wallets, transactions, and on-chain programs 🔸@ArcanePrivacy : unveiled Arcane, a decentralized privacy infrastructure powered by zero-knowledge technology

Top revenue generating lending protocols with their last 365 days revenue: 1/Aave V3, revenue~ $125.3M 2/Kamino Lend, $14.0M 3/Maple, $12.1M Expect Maple’s market share to grow significantly as syrupBTC approaches launch, following the success of syrupUSDC/syrupUSDT https://t.co/AgpFoYDmr8

This is the day I was waiting for with a hugely positive announcement exactly on Bitcoin Pizza Day (or syrupBTC Pizza Day!). syrupBTC is @maplefinance's upcoming Bitcoin yield product. After months of legal proceedings, it is finally free to launch. Context: Early 2025, Maple partnered with Core Foundation to co-develop lstBTC, a liquid-staked Bitcoin product. The partnership gained real traction before breaking down over a disputed exclusivity clause. A Cayman Islands court injunction blocked syrupBTC's launch, with proceedings running for six months. Full and final settlement: All claims released. No admission of liability by either party. syrupBTC can now proceed. The product: syrupBTC sits in the same family as syrupUSDC and syrupUSDT. Maple's yield-bearing dollar assets, integrated with Spark, Morpho, Fluid, Aave, Kamino, and Pendle, have seen billions in allocations thanks to strong composability. syrupBTC will apply the same architecture: Deposit BTC → receive a tokenized yield-bearing position → use it across DeFi. The yield is the foundation. The token enables composability. Composability drives compounding. Built by Maple: - Over $20B in loans processed - Credit infrastructure stress-tested through cycles, exploits, and redemptions - Strong cross-chain momentum for syrup assets - $SYRUP now on Revolut, accessible to 70M+ users in the UK and EU syrupBTC is Maple's proven credit and custody infrastructure extended to Bitcoin. The legal overhang is gone. Now it's about how quickly the market prices in the opportunity.

加密做市商 Wintermute 推出 DeFi 金库策展平台 Armitage，正式进入机构 DeFi vault 市场。Armitage 将允许策展人根据特定风险参数设计非托管金库，接入 DeFi 借贷机会，用户仍保留资金控制权，存款方无需 KYC。报道称，随着 Morpho、Kamino 等平台兴起，DeFi 金库正成为机构进入链上收益市场的重要入口，Apollo、Kraken 等也已部署相关策略。(The Block)https://t.co/WcbSMkEX94

Airdrop Season? STRC still taking mindshare Kamino adds half a billion YT pain or future airdrop millionaire? Monarch is alpha Pendle Markets and more...! Join us: https://t.co/IG8qoEpTtx

ethena deployed $565m USDe on solana in 5 days. kamino's isolated market hit $420m daily volume. 36% APY on a 12.5x leverage loop with 92% LTV and a hardcoded 1:1 USDT oracle with a 1% circuit breaker. $700m USDG from a single issuer (paxos) underpins both kamino and jupiter lend markets. bitwise put their name on the risk parameters. if you're farming the yield, understand what you're actually long: paxos solvency, USDT peg stability, and ethena funding rates all holding simultaneously at 12.5x. one 8% USDe deviation liquidates the entire loop. the opportunity is real but so is the stack of dependencies

JUST IN: ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3 supply on @Solana has surged 37,567% from $1.5M to $565M in 5 days since the launch of USDe markets on @Kamino and @JupiterExchange Lend. https://t.co/hTw5OLkniT

Over half a billion has been deployed into the Ethena Market on Kamino. Solana DeFi szn. https://t.co/D4m0f13iHl

Over half a billion has been deployed into the Ethena Market on Kamino. Solana DeFi szn. https://t.co/D4m0f13iHl

Remember people were tweeting "DEFI IS DEAD"? A few days ago, @ethena markets went live on @jup_lend and @kamino As of right now, each has reached $400M+ in total supply, which is almost $1B in a few days with full capacity and 29% APY DeFi is hungrier than ever You just need great products, that's exactly what Solana is leading at

kamino just launched 3-month borrow-side incentives across 8 xStocks markets. SPYx, TSLAx, QQQx, NVDAx all live as collateral on solana. you can now deposit tokenized S&P 500 exposure, borrow USDC at subsidized rates, and deploy into crypto. stock-backed DeFi leverage loops are real for the first time. this landed the same week CLARITY Act passed senate banking 15-9. securitize and jupiter building regulated equity markets on solana. republic's tokenized SpaceX already ranks 3rd by mcap among 3,047 tokenized stocks. the moment you can LP TSLA/USDC or borrow against QQQx 24/7 with no broker account, you've forked traditional finance infrastructure. only kill switch is SEC classifying these as unregistered securities despite swiss issuance

📊 Solana is now the #2 chain by active DeFi TVL, accounting for roughly 26.5% of the market. At the same time, Solana’s ecosystem continues expanding with multiple billion-dollar protocols leading across trading, staking, RWAs, and liquidity. Top Protocols by Total Value Locked on Solana: ▫️@JupiterExchange —$2.02B ▫️@kamino — $1.78B ▫️@sanctumso — $1.53B ▫️@Raydium — $1.07B ▫️@binance — $1.01B ▫️@jito_sol— $906.3M ▫️@doublezero — $650.7M ▫️@Securitize — $473.7M ▫️@xStocksFi — $434.5M ▫️@SentoraHQ — $402.6M ▫️@solsticefi — $378.7M ▫️@MeteoraAG — $334.1M

This is fucking insane $420 MILLION DOLLARS in just 24 hours In a SINGLE isolated market → Up to 21% APY on Multiply (Max Filled) → 27% APY on LPing USDe/USDG Solana DeFi is very much alive, congrats to Kamino on this crazy run up!

🚨JUST IN: The @ethena market on @kamino has surpassed $425M in supply within 24 hours of launch. https://t.co/m3uCmAFKXU

The Ethena Market has just become the fastest ever market on Kamino to surpass $400M in size. 24 hours since launch: • $200M borrow cap reached • $225M+ USDe supplied • $420M+ deployed USDe scales with Kamino. https://t.co/TdRp5pZ9eV

NEW: @humafinance launches instant PST-to-USDC withdrawals on @Solana, enabling faster PayFi liquidity and safer looping across Jupiter and Kamino. https://t.co/qjODuaQXRf

Introducing the USDe Growth Initiative on Kamino. Users can now loop USDe on Kamino's dedicated @ethena Multiply vault to earn over 20% Net APY at launch, with auto-compounded yield, and liquidation protection. It’s USDe season on @solana, powered by Kamino. https://t.co/s5x1ty0Jyz

Last 15m - Binance Futures (USDT Trades) 📈 Top 3 Gainers: $DOGS (Dogs) : ↑2.13% $EDU (Open Campus) : ↑1.77% $TRUTH (Swarm Network) : ↑1.4% 📉 Top 3 Losers: $SKYAI (SKYAI) : ↓-3.74% $LAB (LAB) : ↓-2.39% $BSB : ↓-2.16% 📶 Top 3 by Volume: $BTC (Bitcoin) : 7.49M $USDC (USDC) : 3.78M $ETH (Ethereum) : 2.50M 🔥 Top 3 by Vol. Change: $KMNO (Kamino Finance) : 535.87% $ZRO (LayerZero) : 497.74% $EUR : 394.68% #Crypto

#Okx Spot (USDT-60m) Summary: 📈 Top 3 Gainers: $UMA : ↑ 3.34% $KMNO : ↑ 3.16% $IOST : ↑ 3.09% 📉 Top 3 Losers: $DOGS : ↓-2.87% $ASTR : ↓-2.06% $PIXEL : ↓-1.51% 📶 Top 3 by Volume: $BTC : 21.61M $ETH : 8.56M $SOL : 4.50M #Crypto

A TROLL whale just bought $13.07K of $KMNO at $248.93M MC 🐳 https://t.co/DgrJsQdHJ3

Last 15m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $币安人生 (币安人生) : ↑5.83% $LAYER (Solayer) : ↑3.66% $XEC (eCash) : ↑1.96% 📉 Top 3 Losers: $PSG (Paris Saint-Germain Fan Token) : ↓-5.72% $OSMO (Osmosis) : ↓-3.31% $REQ (Request Network) : ↓-1.84% 📶 Top 3 by Volume: $USDC (USDC) : 9.10M $ETH (Ethereum) : 7.85M $CHIP (https://t.co/9HmqSYXRwF) : 5.08M 🔥 Top 3 by Vol. Change: $FLUX (Flux) : 897.84% $ATOM (Cosmos) : 777.21% $KMNO (Kamino Finance) : 768.61% #Crypto

Last 15m - #Okx Spot (USDT Trades) 📈 Top 3 Gainers: $LSK : ↑0.88% $SEI : ↑0.85% $KMNO : ↑0.72% 📉 Top 3 Losers: $XCH : ↓-1.51% $CETUS : ↓-1.48% $SAHARA : ↓-1.2% 📶 Top 3 by Volume: $BTC : 871.49K $IP : 350.94K $ETH : 312.31K 🔥 Top 3 by Vol. Change: $IP : 613.84% $FIL : 221.47% $STRK : 86.18% #Crypto

$KMNO top gainer soon 👀 just clear $0.025 level & fly towards $0.03 It’s Defi coin narrative like solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN https://t.co/MACZgtSy7z

Last 15m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $PROM (Prometeus) : ↑5.01% $KMNO (Kamino Finance) : ↑2.53% $CFG (Centrifuge) : ↑2.47% 📉 Top 3 Losers: $RIF (Rootstock Infrastructure Framework) : ↓-1.62% $FTT (FTX Token) : ↓-1.23% $IOTA (IOTA) : ↓-0.92% 📶 Top 3 by Volume: $USDC (USDC) : 8.61M $ETH (Ethereum) : 5.39M $BTC (Bitcoin) : 4.20M 🔥 Top 3 by Vol. Change: $USDE (USD Ethena) : 855.39% $RIF (Rootstock Infrastructure Framework) : 804.28% $KMNO (Kamino Finance) : 556.38% #Crypto

In the last 48 hours, 14 protocols have either announced a migration away from LayerZero or paused bridging. Fully migrated to CCIP: KelpDAO, Solv Protocol, Re Protocol Bridges paused: Kamino, Ethena, Euler, Curve Markets frozen: Aave, SparkLend, Fluid, Lido, Pendle, Compound https://t.co/srnWLo6t3Y

A PUMP whale just bought $11.99K of $KMNO at $227.56M MC 🐳 https://t.co/fzQCjWycE9

🚨JUST IN: @Kamino’s RWA deposits more than doubled in Q1 2026, rising from $570.7M to $1.23B, even as total protocol deposits fell 18.9% over the same period. RWA markets now account for over 40% of Kamino deposits, up from 15.8% at the start of the quarter. https://t.co/6cqWlO7JTb

A JUPSOL whale just bought $21.15K of $KMNO at $228.28M MC 🐳 https://t.co/kcissLJIfB

Last 60m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $IO (https://t.co/39ikGb2oWC) : ↑2.9% $STG (Stargate Finance) : ↑1.72% $KMNO (Kamino Finance) : ↑1.65% 📉 Top 3 Losers: $ALICE (My Neighbor Alice) : ↓-9.43% $PSG (Paris Saint-Germain Fan Token) : ↓-6.21% $LUNC (Terra Classic) : ↓-4.39% 📶 Top 3 by Volume: $USDC (USDC) : 24.45M $ETH (Ethereum) : 18.95M $BTC (Bitcoin) : 18.20M 🔥 Top 3 by Vol. Change: $ALICE (My Neighbor Alice) : 484.09% $ARB (Arbitrum) : 100.5% $LUNC (Terra Classic) : 84.9% 🔄 Top 3 Most Traded: $ETH (Ethereum) : 72926 trades $BTC (Bitcoin) : 68341 trades $TON (Toncoin) : 45085 trades #Crypto

NEW: @kamino teases “a new standard” for stablecoin yield on @Solana, powered by institutional demand, coming soon. https://t.co/MTrYMWmCtS

Four new integrations across one major partnership: USDG is now woven into every layer of Solstice on Solana. @solsticefi, the yield infrastructure layer for @Solana, has deepened its partnership with GDN. Here's what went live: ▪️Mint and redeem USX with USDG directly on the Solstice app ▫️New USX/USDG pool on Orca, seeded with $8M in launch liquidity ▪️1M USDG supplied to Solstice's isolated lending market on @Kamino, with 7,500 USDG/week in incentives ▫️USX/USDG Kamino Liquidity vault incentivized through Solstice's Flares rewards program Accelerating stablecoin adoption on Solana. 🌎

kamino at 3.6% MC/TVL while aave trades at 18.75%. $67m annualized fees on $2.33b TVL with zero bad debt across all markets. 229m token unlock in january broke the chart. the protocol generating more fee revenue per dollar of TVL than aave is priced like a failed experiment

前两天提过一次 @xStocksFi ，今天单纯从购买美股和定投的角度再聊一下 。 平时咱们定投美股门槛挺高的，需要注册券商或者海外账户 。 目前比较合法合规的途径主要也就 Ondo 和 xStocks 这两个 。 半年前我分析 Ondo 时发现它是机构级协议，散户没资格买 。 现在 xStocks 是可以直接服务散户的 。 🧵👇交互前有个坑提醒下，别连 EVM 钱包。 1⃣我之前大号用以太坊钱包注册，结果拿不到交互分数，因为里面的应用几乎全是 Solana 链 。 如果连错了，建议重新注册个 Solana 账户，用原来的号去邀请这个小号，这样还能吃点返佣 。 后面一定要连 Solana 钱包去操作 。 第一个号也可以使用我的邀请链接参与：https://t.co/yp6AvfRVVH 2⃣买什么？ 如果不确定具体公司（比如特斯拉、苹果），建议直接买大盘指数 ETF 。 主要看标普500 (SPYx) 和纳斯达克 (QQQx) 。 有个细节，币圈直接打名字容易遇到假 CA，买的时候一定要确认好准确的 CA 地址。 3⃣具体的交互手法有两种：1+2 或者是 1+3 。 1、第一种走 Kamino (1+2)：买入 SPY 或 QQQ 后，去 Borrow 页面把它们 Supply 进去 。 每天这样操作一笔存进去就不管了，日积月累慢慢实现定投 。 2、第二种走 Raydium (1+3)，这个目前给的积分最高 。 买到之后去流动性里找 RWA 资产 。 可以组 SOL 和 SPY 的池子，目前费用收益挺高，但要承担 SOL 下跌的风险 。 如果不想承担币圈波动的风险，去存 SPY 和 USDC 的池子，这样只用承担美股大盘的波动就行 。 4⃣最后说下风险和逻辑。 二级市场肯定有波动风险，美股也不是绝对安全的 。 虽然 10%-20% 在咱们看来算小波动，但定投一定要用能承受的资金去买，甚至全部打水漂也能接受的钱，千万不要梭哈 。 用 xStocks 主要因为有机构背书，相对合规 。 5⃣这笔操作的核心目的是定投美股，至于空投预期，把它当个锦上添花的加分项吧 。 这样下来，我觉得应该更符合项目方所说的“真实用户”。

I am unsure which USDG supply rate is being quoted for in this @kamino loop but for the Multiply USDG/PYUSD strategy, if USDG is earning 9-11% APY and borrowing PYUSD at 2.34% in the Main Market... Looping 9x is now generating 60-80% APY 😱 No idea if this USDG supply yield will hold up. $29.75M of liquidity still available ➿ https://t.co/fRZcpbEDFA

🥞 @maplefinance continues to be one of the fastest-growing and most profitable tokenization protocols. Assets under management $4.1b Revenue generated $13M syrupUSDC has paid out nearly $61M to holders syrupUSDC crossed $350m in deposits on @kamino, making up over 50% of holders Asset Holders crossed 7,300, a new ATH Data: @tokenterminal

⚡️Solana Stablecoin Activity Highlights Stablecoin supply on Solana hit a new ATH in March 2026, reaching $17.3B. Notable Stablecoin Yield Protocols on Solana 🌟 What’s on your list? 👇 @onrefinance @kamino @solsticefi @RateX_Dex @hylo_so @ExponentFinance @mooncake_fi @marginfi @DeFiCarrot @JupiterExchange

🥞 @maplefinance continues to be one of the fastest-growing and most profitable tokenization protocols. Assets under management $4.1b Revenue generated $13M syrupUSDC has paid out nearly $61M to holders syrupUSDC crossed $350m in deposits on @kamino, making up over 50% of holders Asset Holders crossed 7,300, a new ATH Data: @tokenterminal

1️⃣xStocks的“转盘”，我今天第一次出现“什么也没有抽到”的情况： - 不知道是不是项目方减少“转盘”的奖励了。 2️⃣按照规则，拿积分的方式，从高到低，应该依次是： 组LP>借贷>持币。 -但是，我的实际情况是，借贷(存在Kamino不动)拿得多一些。 https://t.co/tbtv5sXVTN

SOL 已正式被归类为数字商品。当市场还在逐步消化这一现实时，RWA 价值创下历史新高，稳定币供应突破 $17B，Builder 生态也在不断深化。以下是过去一周重要动态： 📰头条新闻 - @SECGov 在其最新加密资产分类体系中，正式将 SOL 归类为数字商品； - Solana 上 RWA 价值创历史新高，约达 $1.85B； - @OndoFinance 将 Ondo Global Markets 扩展至 250+ 个代币化股票、ETF 与大宗商品； - SIMD-0266（P-Token）已在测试网上线 📰产品上线 - @tokens 正式上线：提供 7×24 小时快讯，解析其如何影响全球金融市场，以及这些市场如何在 Solana 上运行； - @altitude 打通银行转账功能，实现从账户直接进行全球银行支付； - West Coast Stock Transfer 采用 @alpha_ledger 的 Vulcan Forge，在 Solana 上对 @SiloPharma 证券进行代币化； - @hinkal_protocol 发布其 Solana 隐私钱包； - @GustoHQ 集成 Solana 上的 USDC 支付，实现国际承包商当日结算； - @kamino 宣布试点项目，将其 Atlas 抵押品管理系统与 @Anchorage 集成，用于机构信贷； - @Paradex 的 DIME 通过 @Sunrise_DeFi 在 Solana 上推出； - @PlayBabylon 发布多人预测游戏，人类与 AI agent 同场竞争； - @MessariCrypto 为其 API 端点新增 Solana 支持，实现 x402 支付； - @GoDark 开放其去中心化暗池 DEX 的早期访问，支持隐私交易； - @DeriveXYZ 上线 SOL 期权交易； - @colosseum 公布 Agent Hackathon 获胜团队； - @SuperteamDE 将于 6 月 13 日在柏林举办 Solana Summit Germany； - @solana_devs 启动 Solana 日本开发者训练营； - @SP3NDdotshop 支持通过 Solana 上的 USDC 完成 eBay 购物； - @sanafionchain 发布 Sana Card，一张由 @raincards 发行的自托管 Visa 卡； - @Alchemy 通过 @x402 支持 Solana agents 使用 USDC 支付其 API； - @bigdance_fun 推出链上代币化竞猜游戏，与赛事结果挂钩； - @solanamobile 启动 Builder Grants； - @glamsystems 推出 Token ACL，实现“可组合性 + 合规性”； - @CyreneAI 发布 Genesis Accelerator，为 Solana Builder 提供最高 $100K 种子资金； - @travalacom 将租车预订扩展至支持 Solana； - @ScorelyGG 推出体育博彩平台，支持最高 10x 杠杆赔率； - @fairscalexyz 发布 FairScale L3Ns（Chrome 插件），展示任意 Solana 钱包的信誉评分； - @yield 推出 yoSOL 算法优化收益金库 📰里程碑 - @bulktrade 测试网上线第 3 天即达到：110K 钱包、45K 交易者、330K 笔交易； - Solana 稳定币总供应量达到 $17B； - @humafinance PayFi 总交易量突破 $11B； - @solflare Private Send 金额突破 $3M 封面设计来自 @gettles

I can actually live on Solana 💳 > getting paid in USDC > using Solflare hardware wallet and debit card > paying for groceries > earning yield with Kamino/Jupiter > booking flights/hotels with Travala > sending money to parents couldn’t have imagined this a few years ago

Last 15m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $KMNO : ↑1.69% $DIMO : ↑1.34% $AUDIO : ↑1.0% 📉 Top 3 Losers: $SPELL : ↓-8.43% $RNBW : ↓-5.69% $AKT : ↓-3.44% 📶 Top 3 by Volume: $BTC : 2.18M $ETH : 524.67K $XRP : 507.94K 🔥 Top 3 by Vol. Change: $SUI : 703.45% $USDT : 288.86% $XRP : 111.62% #Crypto

.@xStocksFi 的积分计划正式上线了 。 这几天网上讨论挺多的，它整体有纳斯达克和其他机构背书，我个人的主观判断是风险没那么高 。 今天花点时间，平铺直叙把具体的交互教程和底层逻辑拆解一下。 有交互需求的小伙伴们可以先加入书签🔖。 1⃣最关键的第一步，是切换 Solana 网络 。 不管你最开始是不是用 EVM 注册的，现在都建议切换到 Solana 链 。 在积分页面绑定你的 Solana 钱包。 后面去第三方平台交互时，连的钱包地址必须跟这里保持绝对一致 。 后面交互的网站基本都是只能连接 sol 钱包，这样就和 evm 钱包不一致了。 2⃣基础任务就两个，纯粹的日活。 Say GM：每天可以点十次 GM，每次都会给积分 。 社交任务：加官方 Telegram 群组，能拿额外积分，还能提升积分倍数 。 倍数越高，后续获取积分的速度就越快 。 3⃣推荐返佣机制的优先级很高，因为是双赢模型 。 邀请人拿被推荐人 20% 的返佣 。被邀请人自己也有 20% 的积分加成。 想深度参与的话，可以直接上多号矩阵策略：大号带小号，把高分养在大号上，小号在底层刷交互量就行了。 4⃣核心获取积分分三种：持有、借贷、提供 DEX 流动性 。 持有和借贷我都是通过 Kamino 平台做 。 我的实操思路是反推：别急着先去 Swap 买资产，先去 Kamino 的 Borrow 借贷池里看一圈，挑 APY 高且底层流动性好的（比如 Nvidia 借贷池有 3.89% APY） 。 确认好目标后，再去 Swap 区买入对应的代币化股票（像 Apple, Google, Tesla 等） 。 5⃣现货买完，直接切到借贷市场去质押。 点击 Supply 提供代币作为抵押品就能拿积分 。 官方没强制要求循环借贷，所以我们单边提供流动性吃积分就行，没必要去承担借出资产的额外利息风险 。 6⃣另外一种核心方式是提供 DEX 流动性。 官方指定了 Orca, Raydium, Byreal 这三个 DEX 。 以 Bybit 孵化的 Byreal 为例，去市场筛选 RWA 专区，找到对应股票标的进去添加双边流动性 。 ⚠️ 注意：借贷质押和组 LP 之间，资金有限的情况下只能二选一，因为资产质押后就没法再去组 LP 了 。 7⃣借贷和 LP 这两种高级交互的积分权重最高，风控逻辑拆解一下 ： 1、单币借贷抵押：满仓持有股票，100% 暴露在单边价格波动下 。 涨了利润拉满，跌了没法币缓冲，亏得也多 。 2、组双币 LP：池子里一半是 USDC 充当缓冲垫 。 涨了赚得少点，跌了回撤也大幅缩减，适合波动市 。 缺点是要额外占用 USDC 资金，导致实际持有的股票代币变少 。 8⃣2026 年去中心化美股交易和 RWA 确实是行业最火的核心叙事之一 。 xStocks 目前在极早期，具备阿尔法潜力 。 但老规矩，结合自己的风险偏好选策略，切忌盲目上杠杆，保住本金永远是第一位 。 先写这么多，后面看看还有什么要补充的。

xstocks 撸的话，去买股币组LP，不如质押到借贷平台省心。 LP是7倍积分，质押借贷是5倍，其实差不多。 以标普500的股币 SPYx 为例。 去组LP的话，500u的SPYx 需要对应500u的usdc才可以组。 并且对于新手难度较大，需要设置区间，还会有无常损失。 去质押借贷的话存进去就行了，也有apy的年化奖励。 就算不是为了撸xStocks的积分和空投。 这种投资模式也是没问题的，毕竟买SPYx 本身也是价值投资。 比买币圈的大部分山寨币都是靠谱的。 1️⃣先注册积分平台，用sol地址注册，我推荐使用OKX钱包：https://t.co/YNK3rDSwtW （用我的链接可以多获得20%积分奖励） 2️⃣然后去购买SPYx 代币： 合约地址： XsoCS1TfEyfFhfvj8EtZ528L3CaKBDBRqRapnBbDF2W 3️⃣质押到kamino 平台 🔗https://t.co/HWgLfBICeG 质押的越多，给的积分越多，所以没必要多号。 我准备每天买一点，当理财了。 有不懂的可以去tg群问我： https://t.co/TKHs0MFYAN

Last 15m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $FLUID : ↑2.12% $OPN : ↑1.18% $KITE : ↑1.15% 📉 Top 3 Losers: $APR : ↓-2.3% $TAO : ↓-2.23% $KMNO : ↓-1.16% 📶 Top 3 by Volume: $BTC : 3.87M $ETH : 3.12M $XRP : 766.06K 🔥 Top 3 by Vol. Change: $LINK : 64.4% $DOGE : 61.02% $ADA : 39.02% #Crypto

🚨NEWS: @Anchorage Digital launches Atlas Collateral Management, with @Kamino piloting it on @Solana for institutional crypto lending. https://t.co/1QNZKkn5MU

⚡️ TOP DEFI Projects by Social Activity $LINK $RIVER $ASTER $VVS $KMNO $AAVE $UNI $ENA $JUP $W https://t.co/JBmGqtUAEO

想拿最高档位积分？提供流动性才是关键所在。 - xStocks正式上线xPoints积分体系，通过持有、借贷、提供流动性三种方式获取积分，权重逐级递增。 - 积分体系被市场普遍解读为未来空投的潜在凭证，吸引用户深度参与生态以积累早期红利。 - 提供流动性（LP）是获取最高档位积分的关键，Byreal作为首批支持的链上协议，成为核心交互平台。 想参与的话：持有xStocks：买入并持有，持仓量与时间将累积基础积分。 / 借贷xStocks：将资产存入Kamino等借贷池，根据借贷规模获取进阶积分。

在Byreal做LP，如何同时赚手续费和最高档积分？ - xStocks正式上线xPoints积分体系，通过持有、借贷和提供流动性三种方式获取积分，权重依次递增。 - 提供流动性（LP）是获取最高档位积分的关键，首批支持的协议包括Byreal、Orca和Raydium，其中Byreal是首批接入的链上协议。 - 在Byreal上为xStocks（如QQQx、NVDAx、TSLAx等13种资产）提供LP，可同时赚取交易手续费和最高档位的xPoints积分加成。 如果想跟：持有xStocks：买入并持有，持仓数量越多、时间越长，获得的基础积分越多。 / 借贷xStocks：将资产存入Kamino等借贷池，根据借贷规模获取进阶积分。

xStocks积分活动正式上线——早参与多拿积分🪂 🔥全网最全交互教程 目前一共有两大获取积分板块：社交任务 + 链上交互，废话少说直接上交互教程 传送门👉：https://t.co/kJIMhMUmED 1️⃣社交任务（图一） -官网进行每日签到 -进入TG群组获得永久10%积分加成 2️⃣链上交互：分为持有、借贷、流动性提供三大方式，权重依次增加 -持有xStocks代币(图二)：在支持的DEX上进行美股代币购买，优先推荐 @kamino @JupiterExchange @Raydium 这三个DEX，规模较大比较安全。这种方式很适合想要定投美股的朋友，又吃又拿 -借贷xStocks代币(图三)：在DEX上提供 xStocks 代币作为抵押品，目前仅支持 @kamino ，未来应该还会有更多合作伙伴 -流动性提供(图四)：在DEX上组LP，目前仅支持 @orca_so @Raydium @byreal_io 三个协议，优先推荐raydium 个人策略： 目前主要是做流动性提供(权重最高)，组QQQ和USDC的LP，区间设置2.5%，apr能到5.2% ⚠️存钱最好使用硬件钱包，更安全！ 上多号的朋友别再用指纹浏览器了，看我引用推文自己多开谷歌浏览器更安全！！！

🌟Solana turns 6 — and the numbers speak for themselves. ▫️ $3.3T+ trading volume ▫️$17.4B+ stablecoins ▫️496B+ Total transactions ▫️$1.7B+ Tokenized RWAs Here’s a snapshot of its growth and the protocols leading the way 👇 📊Top 6 Projects by Market Cap @Pumpfun @rendernetwork @JupiterExchange @bonk_inu @PythNetwork @doublezero 📈Top 6 Protocols by TVL @kamino @JupiterExchange @sanctumso @doublezero @jito_sol @Raydium

Last 60m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $DENT (DENT) : ↑4.46% $UTK (xMoney) : ↑3.92% $XVG (Verge) : ↑3.18% 📉 Top 3 Losers: $VANRY (Vanar) : ↓-4.18% $KMNO (Kamino Finance) : ↓-3.56% $G (Gravity) : ↓-3.2% 📶 Top 3 by Volume: $ETH (Ethereum) : 111.47M $BTC (Bitcoin) : 92.25M $USDC (USDC) : 29.86M 🔥 Top 3 by Vol. Change: $TRU (TrueFi) : 505.9% $BAT (Basic Attention Token) : 497.11% $ZKP (zkPass) : 489.75% 🔄 Top 3 Most Traded: $ETH (Ethereum) : 383878 trades $BTC (Bitcoin) : 217517 trades $SOL (Solana) : 74920 trades #Crypto

Last 15m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $A8 : ↑6.96% $XPL : ↑2.89% $VARA : ↑2.11% 📉 Top 3 Losers: $G : ↓-3.99% $FAI : ↓-3.45% $KMNO : ↓-1.42% 📶 Top 3 by Volume: $BTC : 12.23M $ETH : 3.67M $SOL : 3.42M 🔥 Top 3 by Vol. Change: $XPL : 343.82% $WLD : 318.96% $BONK : 124.4% #Crypto

Last 15m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $A8 : ↑1.82% $RARI : ↑1.69% $KMNO : ↑1.51% 📉 Top 3 Losers: $MOG : ↓-5.56% $FAI : ↓-2.26% $FET : ↓-1.64% 📶 Top 3 by Volume: $BTC : 9.05M $XRP : 4.16M $ETH : 4.09M 🔥 Top 3 by Vol. Change: $SUI : 91.78% $FARTCOIN : 83.36% $HYPE : 60.2% #Crypto

Nasdaq's tokenized equity markets getting a bridge into Solana DeFi. A global insurance broker settling premiums in stablecoins. An AI agent running prediction markets and ordering you dinner from a single balance. Same settlement layer. Different centuries of finance. Here's what shipped this week: 📰 Headline News - Solana joined @Mastercard's Crypto Partner Program - @Aon_plc settled the first stablecoin insurance premium using PYUSD on Solana via @Paxos - @Sunrise_DeFi brought AVAX to Solana for native asset trading 📰 Launches - @xStocksFi unveiled a framework to connect @Nasdaq's tokenized equity markets with Solana DeFi - @vanishTrade integrated with @Titan_Exchange, enabling instant private trading for any token - @perena launched its first curated USDT vault on Solana in collaboration with @GlowFinanceXYZ - SIMD-266 (P-Token) approved to slash token transfer costs and boost network capacity with mainnet targeted for April - @doublezero introduced DoubleZero Edge for real-time market data to traders and market participants - @incubator kicked off Cohort 4 of Solana startups - @trendsdotfun and @solana launched the Agent Economy Hackathon with $30K in prizes - @duel_duck enabled custom predictions with any SPL token on its social prediction market - @SuperteamUSA launched to support founders in the USA - @SharkPoolSol announced a Solana On-Campus Tour spanning 15 U.S. university events this semester - @moonshot debuted Leverage for 250x long/shorts via Apple Pay - @Exodus rolled out XO Cash, a native USD-backed stablecoin powered by @moonpay - @EasyA_Kickstart went live on Solana with idea coins for launching, trading, and backing projects - @agentcashdev enabled agents to access 250+ APIs via a unified USDC balance - @PalmUSD's PUSD, backed 1:1 by AED + SAR reserves, went live on Solana - @Ant_Fun_Trade integrated @dflow's infrastructure into its perps DEX - @SolanaInstitute announced Solana Summit: Washington x Wall Street on April 13 in NYC, convening finance and policy leaders on DeFi's future - @superteam and @ns partnered to offer promising Solana startups their first month free at Network School - @Macropod_AU launched its regulated Australian-dollar stablecoin, AUDM on Solana - @anagramxyz introduced @solanaclawagent, an AI agent framework executing Solana transactions via WhatsApp or Telegram - @staratlas released a major update with Holosim Chapter 2 - @agentcardai released AgentCard, giving agents the ability to pay for anything from APIs to Ubers to Prediction Market trades - BlockRunAI expanded to Solana, which now accounts for 30% of its total volume within 8 days - @surfcashx went live in Nigeria - @trycallshot opened the waitlist for its next-gen fantasy sports platform - @fittedcloset showcased its Solana-powered AI wardrobe assistant in GQ 📰 Milestones - @useKled raised a $5.5M seed round to build the first human data marketplace with payments on Solana - @kamino's PRIME Market climbed to $570M in market size - @KASTxyz raised $80M in Series A co-led by QED Investors and Left Lane Capital - @crediblefin processed $350M+ in payment volume in five months, with over 50% of transactions on Solana - @stormrae_ai set a new benchmark for public AI red-teaming with ~15K participants in its Solana-based gamified adversarial challenge - @onrefinance deposits on surpassed $80M, now ranking as Kamino's 3rd largest RWA market 7 weeks until we Accelerate in the USA! If you enjoyed this week’s newsletter, please share it with an RT. Artwork by @GRYBNN 🔥

The biggest money printers on Solana right now 👇 Top protocols by fees in the last 30 days: 1. @Pumpfun - $82.8M 2. @JupiterExchange - $40M 3. @MeteoraAG - $16M 4. @jito_sol - $9.86M 5. @Raydium - $9.85M 6. @AxiomExchange - $9.8M 7. @ant_fun_trade - $8M 8. @phantom - $6.35M 9. @kamino - $4.44M 10. @tryfomo - $3M Real products. Real usage. Real fees. Which protocol you use the most?

Last 15m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $EDEN (OpenEden) : ↑1.46% $BERA (BERACHAIN) : ↑1.22% $C98 (Coin98) : ↑1.04% 📉 Top 3 Losers: $KMNO (Kamino Finance) : ↓-1.39% $HUMA (Huma Finance) : ↓-1.11% $GTC (Gitcoin) : ↓-1.04% 📶 Top 3 by Volume: $BTC (Bitcoin) : 10.59M $ETH (Ethereum) : 2.20M $USDC (USDC) : 1.52M 🔥 Top 3 by Vol. Change: $CYBER (Cyber) : 642.09% $PENDLE (Pendle) : 368.09% $RLUSD (Ripple USD) : 338.82% #Crypto

Last 15m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $TRUMP : ↑2.88% $FAI : ↑1.75% $NOICE : ↑1.35% 📉 Top 3 Losers: $IMU : ↓-6.23% $KMNO : ↓-1.93% $VVV : ↓-1.93% 📶 Top 3 by Volume: $BTC : 13.88M $ETH : 7.11M $XRP : 3.86M 🔥 Top 3 by Vol. Change: $DASH : 280.3% $SHIB : 182.39% $BCH : 157.72% #Crypto

Last 15m - #Bybit Spot (USDT Trades) 📈 Top 3 Gainers: $DRIFT (Drift) : ↑2.46% $OAS (Oasys) : ↑1.88% $CSPR (Casper) : ↑1.7% 📉 Top 3 Losers: $KMNO (Kamino) : ↓-4.05% $HUMA (Huma Finance) : ↓-3.38% $MEE (Medieval Empires) : ↓-2.34% 📶 Top 3 by Volume: $BTC (Tether USDt) : 17.72M $ETH (Ethereum) : 7.68M $BSB (Block Street) : 5.35M 🔥 Top 3 by Vol. Change: $HOODX (Robinhood tokenized stock (xStock)) : 869.09% $B : 560.29% $BCH (Bitcoin Cash) : 399.09% #Crypto

Last 60m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $DEGO (Dego Finance) : ↑7.1% $OGN (OriginToken) : ↑4.08% $TIA (Celestia) : ↑2.72% 📉 Top 3 Losers: $HUMA (Huma Finance) : ↓-2.77% $KITE (KITE) : ↓-2.04% $ACX (Across Protocol) : ↓-2.04% 📶 Top 3 by Volume: $BTC (Bitcoin) : 244.22M $ETH (Ethereum) : 175.10M $USDC (USDC) : 82.78M 🔥 Top 3 by Vol. Change: $SENT (Sentient) : 345.55% $KMNO (Kamino Finance) : 341.01% $TIA (Celestia) : 271.22% 🔄 Top 3 Most Traded: $ETH (Ethereum) : 599574 trades $BTC (Bitcoin) : 484113 trades $SOL (Solana) : 124499 trades #Crypto

Last 15m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $PIXEL (Pixels) : ↑3.44% $DEGO (Dego Finance) : ↑1.79% $ATA (Automata) : ↑1.77% 📉 Top 3 Losers: $KMNO (Kamino Finance) : ↓-2.41% $XPL (Plasma) : ↓-1.83% $TRU (TrueFi) : ↓-1.79% 📶 Top 3 by Volume: $BTC (Bitcoin) : 65.64M $ETH (Ethereum) : 19.62M $USDC (USDC) : 11.18M 🔥 Top 3 by Vol. Change: $TUT (Tutorial) : 879.88% $EURI (Eurite) : 445.14% $OGN (OriginToken) : 309.8% #Crypto

Last 60m - #Bybit Spot (USDT Trades) 📈 Top 3 Gainers: $VVV (Venice Token) : ↑4.46% $FIGHT (FIGHT) : ↑4.33% $KMNO (Kamino) : ↑4.32% 📉 Top 3 Losers: $IMU (Immunefi) : ↓-4.18% $K (Sidekick) : ↓-3.06% $DOOD (Doodles) : ↓-2.74% 📶 Top 3 by Volume: $BTC (Tether USDt) : 63.12M $ETH (Ethereum) : 41.12M $USDC (USDC) : 14.57M 🔥 Top 3 by Vol. Change: $MET (Meteora) : 535.41% $MON (MON) : 228.82% $TRX (TRON) : 224.76% #Crypto

深度研报 | Mantle Super Portal： $MNT 的流动性重构 以太坊 L2 代币普遍存在一个天花板问题：资金被锁在单一链上，治理和质押之外几乎无法形成真正跨生态的流动性。 Mantle @Mantle_Official @0xMantleCN 推出的 Super Portal，正试图打破这一结构，让 $MNT 从 L2 治理代币，逐渐转变为 全链流通资产。这不仅是技术升级，更是一场 流动性结构的重构。 ➣ 传统跨链的局限 大部分跨链桥遵循 Lock → Mint 模式： 资产在 A 链锁定，在 B 链铸造一个 Wrapped Token。 问题很明显：流动性被拆分，不同版本的价格可能脱锚，同时桥自身成为安全风险集中点。 Super Portal 的思路是绕过“包装资产”，通过类似 LayerZero OFT 的全链代币标准，让 $MNT 在不同链间实现 状态同步。 结果： ‣ 无需创建 wMNT 等影子资产，消除价格差 ‣ 不论在 Ethereum、Mantle 还是 Solana，流动性深度统一 ‣ 底层安全依赖密码学验证，而非多签或集中资金池 这意味着资本效率更高，也减少了跨链摩擦。 ➣ 破局点是Solana 与 CeDeFi 飞轮的结合 选择 Solana 作为第一条跨链通道，是务实的资本扩张策略。 以太坊更多承担资金沉淀功能，而 Solana 是高频交易中心，交易频率高、DEX 活跃、套利密集。 当 $MNT 能直接进入 Solana，它获得了新的资产属性：从治理代币，变成 交易资产。 这为其流动性扩张提供了前提条件，而非简单搬砖。 ➣ CeDeFi 闭环：交易所 + L2 + Solana Mantle 的跨链不仅是链间转移，还通过 Bybit 构建了 CeDeFi 飞轮： Bybit（中心化流动性） ↔ Mantle L2（资产沉淀） ↔ Solana（高频交易市场） 只要出现价差，套利机器就会自动运转。 在这种结构下，套利行为本身就是 最稳定的流动性引擎，让 $MNT 的资金循环不再依赖单向流入。 ➣ 市场早期信号 Super Portal 上线首日，$MNT 在 Bybit 交易量短时间内增长约 95%。 Bybit Alpha 推出的 MNT / SOL 交易对不仅提供兑换功能，更创造了链间套利路径。 这种自动填补价差的机制，让 $MNT 在不同生态之间形成真正的流动性循环。 ➣ 未来检验点：新增资金 vs 流动性搬迁 跨链并不自动带来资金增量。 如果资金只是为了套利或短期补贴而来，流动性循环结束后，资产规模不会真正扩大。 Mantle 的长期价值取决于两个信号： ‣ DeFi 嵌入度：Solana 头部协议（如 Kamino、Marginfi）是否接受 $MNT 作为抵押或核心资产 ‣ 交易深度： $MNT 是否进入衍生品、杠杆交易池或链上高频流动性市场 只有当资金真正留下，$MNT 才能完成从 L2 治理代币到 全链硬通货 的质变。 ➣ Mantle 的更大叙事：流动性分发层 从宏观看，Super Portal 只是 Mantle 战略的第一条高速通道。 未来可能形成的格局是： RWA ↔ DeFi ↔ CeDeFi ↔ 跨链流动性 Mantle 作为 流动性分发层，将让资金在不同生态和市场之间自由流动。 跨链不再是技术工具，而是 资本流动的基础设施。 未来真正决定 $MNT 天花板的，是有多少资金愿意通过这条通道流动。

Traditional brokers have you buying stocks only during market hours, paying commissions, and doing absolutely nothing else with them Tokenized equities onchain change the game completely: ✅ Trade 24/7 ✅ Zero commissions ✅ Freely transferable: Send stocks to your granpa's wallet if you want ✅ DeFi ready, use them for liquidity, lending, borrowing ✅ Accessible to anyone in the world And @xStocksFi just announced a points campaign on top of that You earn points just by holding, providing liquidity, or lending/borrowing, basically everything I was already doing anyway I'm buying xStocks on @solana via @JupiterExchange , providing liquidity on @Raydium, and lending/borrowing on @kamino I've made good money from Airdrops since 2023 and you should really not miss this one bc it's a strong narrative, credible project, and we are early! If you sign up before the point campaign starts, you get a 20% point boost, I will leave the link belowd👇🏻

📣JUST NOW: 60 chads aped #KMNO!! 💡 MCP: $199.9M 💧 Liq: 163.82 SOL ($28.4K 🔥0%) 👥 Holder: 96343 📊CHART: https://t.co/yuydMTzTOD X Talk: X Hodl: @frankiebuys,@aboladejohn_,@GoForHammer87,@MaxBrsNFT,@StPaddyPirate,@yahtzeefish,@0xTracy_,@0xFigen,@NickSung2017,@falemiayo,@ZS…

稳定币协议 Unitas @UnitasLabs 今天又融资了1333万美金，不知道TGE会不会有惊喜，参与的时候真不卷，现在直接一千名开外了 https://t.co/xXmfp72lmq 详细参与步骤 1、打开链接连接sol钱包注册登录 https://t.co/xXmfp72lmq 2、准备好Sol链的usdc，然后将USDC兑换成USDu https://t.co/Ru8SOWbQHX 3、质押USDu为sUSDu https://t.co/MSdXismC42 4、在rate-x平台购买YT https://t.co/0vQb0f2BW8 5、在kamino平台组USDu-USDC LP https://t.co/afv9Cr4Qra

Wait, Tokenized Stocks may actually be a money printer. → Buy xStocks (QQQx, TSLAx, SPYx) → Lend them on @kamino ( APYs ~3.4%) → Collect yield + $USDC incentives currently live. → Earn points simultaneously via @xStocksFi Probably see capital appreciation if the market does well.

Wait, Tokenized Stocks may actually be a money printer. → Buy xStocks (QQQx, TSLAx, SPYx) → Lend them on @kamino ( APYs ~3.4%) → Collect yield + $USDC incentives currently live. → Earn points simultaneously via @xStocksFi Probably see capital appreciation if the market does well.

In this week’s Crypto Long & Short newsletter: - Sylvia To on AI agents choosing denationalized money. - Top institutional headlines - Kamino hits $90M in OnRe liquidity while $KMNO drops 16% Chart of the Week https://t.co/y98rOncE0e

Wait, Tokenized Stocks may actually be a money printer. → Buy xStocks (QQQx, TSLAx, SPYx) → Lend them on @kamino ( APYs ~3.4%) → Collect yield + $USDC incentives currently live. → Earn points simultaneously via @xStocksFi Probably see capital appreciation if the market does well.

defi is a gold mine and you don't have to do much to find it > get paid 16% APY for lending into steady, real-world yield > farm points RWA protocol at the same time > in the safest DeFi protocol on @solana you never know if these RWA protocols like @onrefinance will launch a token but if so its extra yield on top of what you made there is a reason why RWAs have surpassed $1B market size on @kamino users have more trust in yield that comes from real world assets

defi is a gold mine and you don't have to do much to find it > get paid 16% APY for lending into steady, real-world yield > farm points RWA protocol at the same time > in the safest DeFi protocol on @solana you never know if these RWA protocols like @onrefinance will launch a token but if so its extra yield on top of what you made there is a reason why RWAs have surpassed $1B market size on @kamino users have more trust in yield that comes from real world assets

defi is a gold mine and you don't have to do much to find it > get paid 16% APY for lending into steady, real-world yield > farm points RWA protocol at the same time > in the safest DeFi protocol on @solana you never know if these RWA protocols like @onrefinance will launch a token but if so its extra yield on top of what you made there is a reason why RWAs have surpassed $1B market size on @kamino users have more trust in yield that comes from real world assets

经过半年的筹备，由上海市闵行区相关政府单位支持、@solana 与阿里巴巴 · 上海虹桥阿里中心联合打造的 Solana Shanghai Builder Station 要正式开幕啦！以后 Builder 们在上海有大本营了🤩 🗓️3月20日10:00-18:00，邀你共同见证国内首个 Solana Builder Station 开幕！ 上海市政府领导届时将会致辞，@Solana_Company @kamino @ChainbaseHQ @magicblock @doublezero @humafinance @bonk_inu_zh @lifiprotocol @Neutraltrade_CN 等生态项目也会来到现场，还有 @SafePal x Solana 联名硬件钱包、@moonbirds @orca_so @PopX_official @perena 等抽奖环节送出丰富礼品！ 现在报名👉https://t.co/rPa78IShFJ

经过半年的筹备，由上海市政府支持、@solana 与阿里巴巴 · 上海虹桥阿里中心联合打造的 Solana Shanghai Builder Station 要正式开幕啦！以后 Builder 们在上海有大本营了🤩 🗓️3月20日10:00-18:00，邀你共同见证国内首个 Solana Builder Station 开幕！ 阿里巴巴集团副总裁刘菲、上海市政府领导将会致辞，@Solana_Company @kamino @ChainbaseHQ @magicblock @doublezero @humafinance @bonk_inu_zh @lifiprotocol @Neutraltrade_CN 等生态项目也会来到现场，还有 @SafePal x Solana 联名硬件钱包、@moonbirds、@orca_so、@PopX_official、@perena 等抽奖环节送出丰富礼品！ 现在报名⤵️https://t.co/rPa78IShFJ

经过半年的筹备，由上海市政府支持、@solana 与阿里巴巴 · 上海虹桥阿里中心联合打造的 Solana Shanghai Builder Station 要正式开幕啦！以后 Builder 们在上海有大本营了🤩 🗓️3月20日10:00-18:00，邀你共同见证国内首个 Solana Builder Station 开幕！ 阿里巴巴集团副总裁刘菲、上海市政府领导将会致辞，@Solana_Company @kamino @ChainbaseHQ @magicblock @doublezero @humafinance @bonk_inu_zh @lifiprotocol @Neutraltrade_CN 等生态项目也会来到现场，还有 @SafePal x Solana 联名硬件钱包、@moonbirds、@orca_so、@PopX_official、@perena 等抽奖环节送出丰富礼品！ 现在报名⤵️https://t.co/rPa78IShFJ

Last 15m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $LCX : ↑2.78% $BARD : ↑2.6% $KMNO : ↑1.71% 📉 Top 3 Losers: $LIGHTER : ↓-2.13% $FARTCOIN : ↓-1.55% $ROBO : ↓-1.52% 📶 Top 3 by Volume: $BTC : 98.91M $ETH : 13.86M $XRP : 5.40M 🔥 Top 3 by Vol. Change: $STX : 566.57% $WLD : 537.03% $CRV : 512.82% #Crypto

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $AVNT : ↑ 5.85% $ASM : ↑ 4.65% $KMNO : ↑ 3.8% 📉 Top 3 Losers: $AKT : ↓-3.28% $SQD : ↓-2.64% $KAVA : ↓-2.6% 📶 Top 3 by Volume: $BTC : 306.09M $ETH : 15.33M $ADA : 7.11M #Crypto

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $POLS : ↑ 14.91% $PLUME : ↑ 3.0% $KMNO : ↑ 2.85% 📉 Top 3 Losers: $KITE : ↓-4.3% $FAI : ↓-3.72% $SYND : ↓-2.55% 📶 Top 3 by Volume: $BTC : 94.50M $ETH : 9.32M $ZEC : 6.08M #Crypto

It happened @kamino just overtook @JupiterExchange by TVL on Solana Why Kamino keeps growing while everything else bleeds: 1 - 23 built-in vaults for RWA products 2 - The PRIME market alone is valued at $570M 3 - Sentora PYUSD Vault grew to $400M+ 4 - When institutions enter Solana, they enter via Kamino 5 - It's quietly becoming the #1 protocol for institutional integrations on Solana Predicted this back in February Does Jupiter take #1 back, or is this Kamino's moment? They are not even close to that number of integrations

I’ve always kept part of my USDC in lending earning yield - in both bear and bull markets 💰 Currently using @HubraApp, which aggregates Kamino, Jupiter and Drift and auto-allocates to the highest APY. What’s your current yield source on Solana? 🤔

It happened @kamino just overtook @JupiterExchange by TVL on Solana Why Kamino keeps growing while everything else bleeds: 1 - 23 built-in vaults for RWA products 2 - The PRIME market alone is valued at $570M 3 - Sentora PYUSD Vault grew to $400M+ 4 - When institutions enter Solana, they enter via Kamino 5 - It's quietly becoming the #1 protocol for institutional integrations on Solana Predicted this back in February Does Jupiter take #1 back, or is this Kamino's moment? They are not even close to that number of integrations

⚡️ TOP DeFi Projects by Social Activity $ASTER $LINK $JUP $MON $ICP #ICP $AAVE $KMNO $RIVER $MANTRA $BARD https://t.co/NWSgQbW5JK

#Okx Spot (USDT-60m) Summary: 📈 Top 3 Gainers: $PHA : ↑ 9.32% $RSS3 : ↑ 4.96% $KAITO : ↑ 2.38% 📉 Top 3 Losers: $KITE : ↓-3.14% $KMNO : ↓-3.0% $SNT : ↓-1.8% 📶 Top 3 by Volume: $BTC : 14.06M $ETH : 10.90M $SOL : 7.29M #Crypto

#Okx Spot (USDT-60m) Summary: 📈 Top 3 Gainers: $KAITO : ↑ 3.31% $KMNO : ↑ 3.05% $XPL : ↑ 3.0% 📉 Top 3 Losers: $PHA : ↓-8.67% $SAHARA : ↓-5.75% $AIXBT : ↓-2.97% 📶 Top 3 by Volume: $BTC : 10.57M $ETH : 4.61M $SOL : 2.83M #Crypto

Last 15m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $SAHARA (Sahara AI) : ↑2.87% $IO (https://t.co/39ikGb2oWC) : ↑0.88% $NTRN (Neutron) : ↑0.85% 📉 Top 3 Losers: $BAT (Basic Attention Token) : ↓-1.69% $KMNO (Kamino Finance) : ↓-1.38% $USUAL (Usual) : ↓-1.3% 📶 Top 3 by Volume: $USDC (USDC) : 11.30M $BTC (Bitcoin) : 8.02M $ETH (Ethereum) : 5.44M 🔥 Top 3 by Vol. Change: $SAHARA (Sahara AI) : 195.21% $EIGEN (EigenLayer) : 102.86% $PHA (https://t.co/5T0ux683M6) : 26.44% #Crypto

Last 15m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $PNG : ↑10.71% $APT : ↑2.21% $KMNO : ↑1.68% 📉 Top 3 Losers: $FAI : ↓-2.94% $HOPR : ↓-2.53% $NEON : ↓-1.42% 📶 Top 3 by Volume: $BTC : 39.42M $ETH : 9.02M $XRP : 2.12M 🔥 Top 3 by Vol. Change: $SHIB : 332.9% $FARTCOIN : 133.76% $USELESS : 73.72% #Crypto

Last 15m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $XNO (Nano) : ↑3.73% $AIXBT (aixbt by Virtuals) : ↑2.67% $HEI (Heima) : ↑2.09% 📉 Top 3 Losers: $BTTC (BitTorrent) : ↓-2.94% $KMNO (Kamino Finance) : ↓-1.5% $KITE (KITE) : ↓-0.89% 📶 Top 3 by Volume: $BTC (Bitcoin) : 14.47M $ETH (Ethereum) : 8.28M $USDC (USDC) : 5.05M 🔥 Top 3 by Vol. Change: $BFUSD (BFUSD) : 953.44% $XNO (Nano) : 569.89% $KMNO (Kamino Finance) : 266.32% #Crypto

Last 60m - #Coinbase Spot (USD Trades) 📈 Top 3 Gainers: $PNG : ↑ 41.0% $FAI : ↑ 7.63% $KMNO : ↑ 3.76% 📉 Top 3 Losers: $BOBA : ↓-11.19% $SHPING : ↓-9.52% $PYR : ↓-4.85% 📶 Top 3 by Volume: $BTC : 103.58M $ETH : 61.20M $XRP : 22.77M #Crypto

Last 15m - #Binance Spot (USDT Trades) 📈 Top 3 Gainers: $EUL (Euler) : ↑2.12% $SIGN (Sign) : ↑1.77% $SAHARA (Sahara AI) : ↑1.67% 📉 Top 3 Losers: $BTTC (BitTorrent) : ↓-2.86% $KMNO (Kamino Finance) : ↓-2.08% $TRU (TrueFi) : ↓-1.92% 📶 Top 3 by Volume: $USDC (USDC) : 16.80M $BTC (Bitcoin) : 15.47M $ETH (Ethereum) : 7.21M 🔥 Top 3 by Vol. Change: $BFUSD (BFUSD) : 741.85% $USDE (USD Ethena) : 687.59% $U (United Stables) : 371.77% #Crypto

#Okx Spot (USDT-60m) Summary: 📈 Top 3 Gainers: $VIRTUAL : ↑ 2.38% $KMNO : ↑ 1.86% $BABY : ↑ 1.41% 📉 Top 3 Losers: $CFG : ↓-4.25% $BNT : ↓-3.0% $SSV : ↓-2.65% 📶 Top 3 by Volume: $BTC : 24.91M $ETH : 18.54M $SOL : 7.41M #Crypto

一家全国性银行开放了 @solana 充值功能。一个政府推出了支持 Solana 的签证。 从隐私金库到预测市场，再到薪资支付通道，Solana 的基础设施层正变得“隐形”，而构建其上的产品正变得不可忽视。以下是过去一周动态： 📰头条新闻 - @SoFi 这家全国性持牌银行已启用 Solana 原生网络充值； - @solanapayments 作为 Solana 支付统一枢纽正式上线； - @gmcbhutan 推出首个以 Solana 为支持的数字游民签证； - Solana 的 RWA 市值创下新高，达到 17.1 亿美元 📰产品上线 - @orca_so 流动性终端新增盈亏（PnL）与仓位历史记录功能； - @metaplex 推出 Metaplex App，用于代币发现与发行； - @mtndao Demo Day 展示日共有 30 支团队进行跨领域路演； - @solanamobile 发布 @SeekerClaw，实现 AI 代理在一分钟内完成部署； - @IndexifyApp 在 iOS 和 Android 上线，将投资组合追踪带到移动端； - @BagsApp 推出面向开发者的 Bags App Store 市场； - @dflow 与 @phantom 推出 Claude Code Skill，用于构建 Solana 应用； - @TradeNeutral 发布 Debasement Vault，主打货币中性策略； - @EitherwayAI 推出“描述即部署”的 Solana 应用工具； - @pipenetwork 发布 SolanaCDN，一个开源的区块传输加速层； - @printr 推出 MCP 服务器，使 AI 代理可自主在 Solana 上部署与追踪代币； - @Zebec_HQ 推出基于 USDC 的薪资发放 SuperApp； - @gauntlet_xyz 在 @kamino 上推出 USDC 金库； - @trytbd 发布全球投票与预测市场平台； - @project0 推出 0 Pay，将链上投资组合连接到现实世界支付基础设施； - @MagicEden 将其市场重心全面转向 Solana 与 Packs； - @playdotfunsol 发布面向开发者与玩家的游戏化增长平台； - @clawpumptech 推出其智能代理网关 V2 升级； - @glamsystems 与 @gauntlet_xyz 合作，为 gtUSDa 引入机构级收益； - @triadmarkets 在 Solana 上进入下一阶段扩张； - @reflectmoney 推出 Reflect Whitelabel，用于发行定制化生息稳定币； - @Noah_HQ 与 @JupiterExchange 合作，集成合规新银行能力； - @Solana_Company（NASDAQ: HSDT）宣布全球高速基础设施建设计划； - @OnePieceLabs 启动 Solana Bootcamp APAC； - @blueprintAI 推出 AI 驱动的智能储蓄账户； - @coingecko 与 @nansen_ai 发布由 x402 驱动的 API，使 AI 代理可访问链上数据 📰里程碑 - @kamino RWA 总市场规模突破 10 亿美元； - @Sunrise_DeFi 自 11 月上线以来，交易量超过 3.6 亿美元，钱包数超 11.3 万； - @PreStocks 总价值突破 1000 万美元 本周封面艺术由 @foursixsix 创作

A national bank opened Solana deposits. A government launched a Solana-backed visa. From privacy vaults to prediction markets to payroll rails, Solana's infrastructure layer is becoming invisible and the products built on it are becoming undeniable. Here’s what happened over the week: 📰 Headline News - @SoFi, the national chartered bank, enabled native Solana network deposits - @solanapayments launched as a unified hub for Solana payments - @gmcbhutan launched the first Solana-backed nomad visa - Solana RWA market cap hit a new ATH of $1.71B 📰 Launches - @orca_so added PnL and position history to its Liquidity Terminal - @metaplex introduced the Metaplex App for token discovery and launches - @mtndao Demo Day featured 30 teams presenting across categories - @solanamobile debuted @SeekerClaw, enabling less than a minute AI agent deployments - @IndexifyApp went live on iOS and Android, bringing portfolio tracking to mobile - @BagsApp introduced the Bags App Store marketplace for developers - @dflow and @phantom shipped a Claude Code Skill for building Solana apps - @TradeNeutral unveiled its Debasement Vault designed for monetary neutrality - @EitherwayAI debuted a describe-to-deploy tool for Solana apps - @pipenetwork shipped SolanaCDN, an open-source acceleration layer for block delivery - @printr launched an MCP server enabling AI agents to autonomously deploy and track tokens on Solana - @Zebec_HQ launched the Zebec SuperApp for USDC-based payroll - @gauntlet_xyz launched USDC vault on @kamino - @trytbd released a platform for global polls and prediction markets - @project0 rolled out 0 Pay, connecting onchain portfolios to IRL payment infrastructure - @MagicEden transitioned its marketplace focus exclusively on Solana and Packs - @playdotfunsol released gamified game growth platform for developers and players - @clawpumptech shipped a V2 upgrade for its agentic gateway - @glamsystems partnered with @gauntlet_xyz to bring institutional yields to gtUSDa - @triadmarkets entered its next phase of expansion on Solana - @reflectmoney introduced Reflect Whitelabel for launching custom yield-bearing stablecoins - @Noah_HQ partnered with @JupiterExchange to integrate regulated neobank capabilities - @Solana_Company (NASDAQ: HSDT) announced global high-speed infrastructure buildout plans - @OnePieceLabs kicked off Solana Bootcamp APAC - @blueprintAI debuted an AI-driven Smart Savings Account - @coingecko and @nansen_ai shipped x402-powered APIs, enabling onchain data access for AI agents 📰 Milestones - @kamino crossed $1B in total RWA market size - @Sunrise_DeFi hit $360M+ volume and 113K+ wallets since November launch - @PreStocks total value surpassed $10M This week's cover art by @foursixsix 🤝

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