# DeFi — X 热门讨论 (2026-10-02 15:51 UTC)
## @AsusWeb3 (ASUS) · 10-02 15:24 · ♥183 ↻10 💬37 Just found @meridian_thesis and decided to join the waitlist.
The waitlist takes just a few steps:
→ Join here 👇 https://t.co/uDVy1UI9u8 → Sign up with your email → Confirm your email → Complete the QUEST → Get your personal referral link
Meridian is building a DeFi terminal where you can describe the trade you want and get an executable route across protocols, with the risk shown before you confirm.
Private access is coming soon, so I’m getting in early. > 引用 @meridian_thesis: Got a trade conviction?
share it with Meridian !
Meridian turns it into an executable trade across every major protocol, with the risk shown up front. In on click.
Private access opens soon
Join Waitlist: https://t.co/E433ncv3kq https://t.co/eMquGQJp3B https://x.com/AsusWeb3/status/2106042700642332876
## @0xrichboy (Sky) · 10-02 12:37 · ♥98 ↻5 💬65 $38.2B in tokenized real-world assets is already on public blockchains, but only a small portion is actually being used in DeFi.
That gap is where things get interesting.
Faroo is building around the idea that RWA yield shouldn’t mean giving up liquidity.
Bringing crypto-native liquidity together with real-world yields could make tokenized assets much more useful in practice.
That’s the RealFi direction I’m watching.
#PharosStoryteller > 引用 @Farooxyz: $38.2B in tokenized real-world assets on public blockchains. Yet only around 5% of tokenized assets are deployed in DeFi.
Investors want access to diverse sources of return, and flexibility when they need their capital.
That’s the opportunity Faroo is building for, bringing crypto and RWA yields together with flexible liquidity. https://x.com/0xrichboy/status/2106000528127983651
## @Ox_milo (Milon) · 10-02 13:00 · ♥71 ↻6 💬74 I've started thinking about @NucleusCodes Connect a little differently
Most of us have a messy Web3 footprint
One wallet holds the NFTs
Another wallet did the DeFi activity
Your X account contains years of opinions, conversations and contributions
And none of those things really tell the full story on their own
That's what makes the Connect layer interesting to me
Instead of looking at one wallet and pretending it represents the whole person, Nucleus lets that history become part of a wider profile
Onchain activity gives one kind of signal
Your social footprint gives another
Put them together and you get something closer to context.
And context matters
A wallet might look inactive until you realise the activity is sitting somewhere else
An X account might look influential until you actually look at the onchain history behind it
Neither signal is perfect by itself
The interesting question is what happens when they're analysed together
That's the part I'm curious about with @NucleusCodes
Not another profile page
More like a way of connecting the scattered pieces of your Web3 identity and letting the history speak for itself
Because in crypto, your history is already there
The harder problem is making all of it readable https://x.com/Ox_milo/status/2106006288778092785
## @borsaressami (Borsa Ressamı 🖌✍️) · 10-02 15:32 · ♥109 ↻5 💬6 Standard Chartered’ın $ENA için 2$ hedefi dikkat çekici ama bence raporun asıl önemli kısmı arkasındaki büyüme senaryosu.
Banka, bugün yaklaşık 4,9 milyar $ olan USDe’nin 2028’e kadar 40 milyar $’a ulaşabileceğini öngörüyor.
Bunun gerçekleşmesi için Ethena’nın yalnızca kripto baz işlemlerine bağlı kalmayıp DeFi borç verme, kurumsal kredi, RWA’lar ve farklı piyasalardaki getiri kaynaklarına yönelmesi gerekiyor.
$ENA tarafında ise net gelirin %95’inin geri alımlara ayrılması senaryosu oldukça güçlü. 40 milyar $ USDe seviyesinde, mevcut fiyatlarla dolaşımdaki ENA piyasa değerinin yaklaşık %23’üne denk gelen yıllık geri alım potansiyelinden bahsediliyor.
Bu yüzden benim için asıl mesele 2$ hedefi değil; Ethena’nın getiri kaynaklarını çeşitlendirerek USDe’yi yaklaşık 8 kat büyütüp büyütemeyeceği.
#ENA 🔥 > 引用 @ethena: Standard Chartered has initiated research coverage of Ethena.
They forecast potential USDe growth of ~8x in the next 2 years as the convergence of DeFi and TradFi accelerates.
Unclear why they are so bearish, but worth a read regardless: https://t.co/JlzXqrqc07 https://x.com/borsaressami/status/2106044688067076396
## @Defi_Warhol (DeFi Warhol) · 10-02 13:32 · ♥73 ↻10 💬21 Do you remember @deepseek_ai?
It held the benchmark title for the most powerful AI model on Earth in Jan 2025.
But it only lasted for 3 days.
After that, @ChatGPT reclaimed the title.
Right now, it's a different landscape. https://t.co/WpXwex2k22 https://x.com/Defi_Warhol/status/2106014344639385798
## @crypto_queen_x (XRP QUEEN🤍) · 10-02 11:41 · ♥82 ↻13 💬2 🚨 RIPPLE PRESIDENT SAYS THE FLOODGATES FOR #XRP ARE ABOUT TO OPEN!
THE XRPL AND DEFI ECOSYSTEMS PREPARE FOR MAJOR GROWTH of $38.5 TRILLION. WITH ONE FOUNDER EVEN PREDICTING XRP COULD HIT $10,000!
REAL TOKEN FROM $0.002 TO $748.50 WOULD REPRESENT APPROXIMATELY 374,250×
🔁 BUY REAL TOKEN ON THE XRPL DEX: https://t.co/OijXFvfVPQ
🏦 BUY REAL TOKEN ON MEXC: https://t.co/qtjBeL6EHx https://x.com/crypto_queen_x/status/2105986642557173882
## @_abgweb3_ (ABG) · 10-02 13:54 · ♥73 ↻1 💬16 . @primus_labs is building a bridge between Web2 data and on chain finance.
The interesting part is not simply bringing off chain data on chain.
Its proving that the data is authentic without exposing everything behind it.
With zkTLS, Primus can verify Web2 data and turn it into cryptographic proofs that applications can use.
Then zkFHE pushes the idea further by enabling computation on private data while keeping the underlying information confidential.
That creates a powerful stack:
Web2 data → zkTLS → verified proof → private computation → on-chain applications.
For DeFi, credit, KYC, proof of reserves and institutional finance, this could unlock a new way to use real-world data without sacrificing privacy.
The bigger vision is simple: Dont expose the data. Prove it. https://x.com/_abgweb3_/status/2106019939295313939