solana will become the most compelling place to park your stables to earn yield at scale by end of 2026
it needs 2 things:
- more original yield bearing collateral
- more USDT/USDC to enable looping
thankfully the nr of asset issuers and stablecoin megawhales is small and can be convinced to move to solana provided the right reasoning

Twitter

到2026年底，Solana将成为大规模放牧牲畜以获得收益的最理想场所。
它需要两样东西：
- 更多原始收益抵押品
- 更多USDT/ USDC用于实现循环交易
值得庆幸的是，资产发行者和稳定币巨鲸的数量较少，只要给出正确的理由，就可以说服他们迁移到Solana。

XRP在币安的30天流动性指数已下降历史新低，接近于零。交易量也从2025年1月的超过2000亿镁下挫几乎为零。
这...

XRP在币安的流动性下挫——价格将如何反应？

原文标题：How Perplexity + Claude Replace an Entire Analyst Team on Polymarket
原文作者：@0xwhrrari
原文编译：Peggy，BlockBeats
编者按：本文介绍了一种在 Polymarket 上识别套利机会并将其系统化执行的方法：用 Perplexity 完成研究，定位数据与市场定价之间的偏差；用 Claude 搭建交...

别凭感觉下注了：AI正在Polymarket上「捡钱」

Circle 能否从“吃利息的稳定币公司”转型为全球数字美元基础设施？

Circle 回调，仍值得买入吗？

Solana will never become the main defi yield blockchain until these things happen:
- Defi protocols are fully open source and public about their audits
- You can actually read a block explorer
Like @AzFlin said farmers are very entrenched on EVM already and the r/r not worth it

以下情况不发生， Solana就永远无法成为主要的 DeFi 收益区块链：
DeFi协定完全开源，其审计过程公开透明。
- 你其实可以阅读区块浏览器。
正如@AzFlin所说，农民们已经非常依赖EVM（抽样验证机），而且风险回报比并不值得。

the top two lending protocols, kamino and jupiter lend, are open source
kamino security: https://kamino.com/security
jupiter audits: https://dev.jup.ag/resources/audits…

排名前两位的借贷协议 Kamino 和 Jupiter Lend 都是开源的。

Kamino 安全性：https://kamino.com/security

Jupiter 审计：https://dev.jup.ag/resources/audits…

lack of serious capital on solana is partially an education and comms issue, there have been far more ethereum than solana defi exploits in 2026
i'm excited to see @MacroMate8 work his magic, feels like the discussion around solana defi trails the reality by 12-18 months, similar to the "solana always goes down" conversation

Solana缺乏大量资金，部分原因是教育和沟通方面的问题；2026年以太坊DeFi漏洞利用的数量远远超过Solana 。
我很期待看到@MacroMate8 大显身手，感觉关于Solana DeFi 的讨论总是比实际情况滞后 12-18 个月，就像之前“Solana总是会倒闭”的说法一样。

Ok regarding that first point, I was wrong and these days most of Solana's TVL is actually sitting on open source protocols. I think it got a lot better the last few years and I must admit I haven't updated that notion on my mind
But I still stand by the rest, for example

关于第一点，我错了，现在 Solana 的大部分 TVL 实际上都基于开源协定。我认为过去几年情况有了很大的改善，但我必须承认，我之前的想法并没有更新。

但我仍然坚持其他观点，例如