# DeFi — X 热门讨论 (2026-09-25 12:21 UTC)

## @Real_MyraLux (Matthew Collins) · 09-25 10:53 · ♥217 ↻107 💬8 🚨 $CHBRK IS ON THE RADAR 🚨

The market never waits for everyone to notice 👀🔥 $CHBRK is building momentum and catching attention across the timeline. If you're watching for the next project with serious community energy, this one deserves a closer look. 🧠📈

⚡ Strong meme energy 🔥 Growing community 💎 Early-stage potential 🚀 Eyes on the next move

Don’t just watch the timeline — do your own research and make your move based on the facts. 👀

Please add links to the project: X: @chabarakatoken Official site: https://t.co/aNiJDz8yit Trade on Flap: https://t.co/depZcb64v9

$CHBRK 🚀🔥💎 #CHBRK #Crypto #Memecoin #Solana #Web3 #DeFi #MemeCoin https://x.com/Real_MyraLux/status/2103437743422623748

## @XiaoZhi_BTC (小智🎒) · 09-25 08:58 · ♥81 ↻1 💬109 一提链上隐私，很多人第一反应是"要把所有东西都藏起来"。其实不是。

隐私更像是自己挑——哪些财务活动可以摆在链上公开，哪些不必。

比特币身上有个挺矛盾的地方：它最大的好处，是链上发生什么你都能验证；可一旦 BTC 开始被当成金融基建来用，这份透明反而成了限制。

@Starknet 上的 strkBTC 有意思就在这。它的目标不是把 BTC 变没，而是让持币的人对自己这笔钱怎么用、有多少活动暴露在外面，能握有更多决定权。

路径也清楚：BTC 挪到 Starknet，变成 strkBTC，能进支持它的 DeFi；需要的时候，再通过 STRK20 这套隐私框架把它屏蔽掉。

这个想法具体长什么样，strkBTC 水龙头演示得挺直白——

认领被拆成了两半。前半直接以未屏蔽状态到账，另外附了 7 STRK 的奖金；后半要等你把钱包注册进隐私池，才会以屏蔽状态进来。

同样是那份资产，可见性却不一样。这个区别才是关键。

顺着这个看，strkBTC 讲的故事就不只是"把 BTC 搬到 Starknet"这么简单：从持有 BTC，到能在 DeFi 里真正用起来，再到自己说了算可见性，最后才是那层可选的隐私。

比特币照样是可验证的，只是你用它的时候，多了一些自己能说了算的空间。

所以 BTC 的未来，可能不只是安安静静拿住。让这笔钱真的去干活，同时不用把自己整个财务足迹都交出去——大概这才是更值得期待的样子。 https://x.com/XiaoZhi_BTC/status/2103408666745409783

## @TheVictorBuilds (TheVictorBuilds) · 09-25 10:31 · ♥73 ↻16 💬58 THE BIGGEST THREAT TO GLOBAL LIQUIDITY IS OCTOGENARIANS CLINGING TO THE STEERING WHEEL OF A MACHINE THEY CAN'T COMPREHEND

Obama recently highlighted a quiet truth about our core structural problem: "old men who won't let go of power."

Look at the raw data right now in late 2026. the US Senate has an average age hovering around 64, with dozens of lawmakers well past standard retirement age dictating monetary policy and tech regulation. We literally have people who still write physical checks deciding the fate of programmable money. Meanwhile, onchain capital isn't waiting for them to step down gracefully. Global DeFi total value locked just stabilized around $94 billion with ethereum:native alone carrying over $147 billion in stablecoin liquidity. The market is actively building a parallel financial stack because the legacy one is choked by political gerontocracy.

Zoom out and the macro setup is painfully obvious. Central banks and aging politicians are economically incentivized to protect legacy banking simply because it is the only framework they understand. They run massive fiscal deficits to fund outdated systems while pretending inflation is some unsolvable mystery. It is a system built by the old, for the old, funded by the young. Now look at the micro level to see where the smart money is moving. We are seeing DEX to CEX spot volume ratios printing solidly above 22%. Base layer protocols like Lido and Aave are now securing tens of billions in value entirely through deterministic code. Smart contracts do not age, they do not develop ego, and they do not cling to power to protect institutional cronies. Code just executes. That is the stark contrast we are trading right now. When a traditional bank takes on bad debt, an 80 year old politician bails it out with your future purchasing power. When a DeFi protocol takes on bad debt, the market liquidates it instantly and capital violently rotates to the next efficient primitive.

The actionable play here is realizing that waiting for regulatory clarity is a trap. The old guard uses regulatory ambiguity to keep retail sidelined while institutions quietly accumulate. stop waiting for permission from regulators who don't even know how to self custody assets. The real edge is fading out of legacy bank stocks and rotating heavily into permissionless infrastructure. You need to be aggressively positioning into foundational DeFi assets and liquid staking protocols before the masses realize what is happening. The transition of global financial power will not happen through voting booths or polite legislation. It is happening right now through liquidity pools and silent capital flight. Buy the systems that replace them. > 引用 @TheVictorBuilds: JPMORGAN DEPLOYED NEARLY $1 BILLION ON ETHEREUM TO REWIRE THE ENTIRE $15 TRILLION COLLATERAL MARKET

JPM's two tokenized money market funds, JLTXX and MONY, are now sitting at roughly $940 million in AUM on Ethereum. They are operated by Kinexys, the rebranded Onyx division using a permissioned layer built directly on top of the public chain.

We are talking about U.S. Treasuries and overnight repos being converted from slow legacy shares into divisible onchain balances. BlackRock and Franklin usually get the media spotlight, but JPM has quietly built a behemoth. This isn't just a pilot program anymore. It is a live test scale for their actual target which is the $15 trillion global collateral space.

Let's break down the mechanics here because teh market is severely mispricing the utility. On a micro level, this isn't about chasing some double digit yield. JPM is selling institutional intraday liquidity. By wrapping money market shares as Ethereum tokens, brokers and custodians can pledge these assets as margin within the exact same day. No more waiting for traditional transfer agents or wiring funds across custodial silos. They use the public chain as the settlement pipeline and their internal permissioned list as the counter. On the macro side, this connects directly to the ongoing liquidity tightness in traditional banking. When the system is starved for high velocity collateral, turning rigid assets into hyper liquid stakable tokens is basically printing capital efficiency. Their intraday repo application already claims over $300 billion in cumulative transactions. They are literally rewriting the plumbing of traditional finance right in front of us.

So how do you trade this structural shift? Stop hyper fixating on retail tokens and look at the infrastructure layer. The banks aren't building their own isolated chains for this. They are using Ethereum for its settlement finality and familiar custodial tooling. The entities that will capture massive value over the 3-5 year horizon are the oracle providers, onchain compliance networks, and institional node operators. Whoever builds the fastest bridge for tokenized shares to be accepted as qualified margin across centralized derivative desks will collect a massive toll. Follow the big money flow. The transfer of global money market funds is moving from legacy registration systems to permissioned balances right now. Position your portfolio in the base layer protocols and infrastructure that make this institutional pipeline possible. https://x.com/TheVictorBuilds/status/2103432110598185200

## @Kaffchad (Kaff 📊) · 09-25 07:52 · ♥88 ↻8 💬31 Remember when I first heard about how @FlareNetworks makes XRP programmable, I already thought it was a strong idea with a lot of room to grow.

FXRP is a 1:1 representation of XRP on Flare. $XRP stays on XRPL. Flare is the layer that lets that XRP sit inside smart contracts. They shipped that product a year ago today.

They shipped that product a year ago today, so i want to check did they use their own data layer to build the next pieces, or did they mint a wrap and stop.

Here’s a few things you can actually look up:

- FTSO and FDC sit in consensus. Flare does not rent an external oracle. FDC proves the XRPL payment before FXRP is minted.

- Agents are overcollateralized, with challenge proofs and liquidation. XRP sits in the Core Vault. Excess is time-locked in native XRPL escrows and released one batch per day.

- Smart Accounts: XRPL is the control layer, the memo carries the instruction, FDC proves it, and a 1:1 proxy executes. One signature since July. Vaults shipped before that door opened.

- ~24,000 smart accounts. 40M+ XRP earning through Xaman and D’CENT. FXRP in DeFi went from 82M to 144M between February and July.

FIP.16 is the economic pipe. Inflation 5% → 3%, cap 5B → 3B. Fees now flow into FIRE from minting, destination tags, FDC, and redemptions.

FCC is the same foundation, pointed at the next layer. Songbird first: confidential compute tied to verified inputs.

That was a solid year of building from Flare.

If you like XRP sitting in a wallet, this will not move you. If you like XRP doing something bigger, you should pay more attention to Flare, imo. > 引用 @FlareNetworks: A year ago today, XRP became programmable as FXRP.

What followed was a run of firsts. XRP in onchain vaults. XRP backing onchain cover. XRP in money markets on Ethereum.

Flare Smart Accounts makes it one click from XRPL.

FCC takes it to confidential computation, with proofs anyone can verify.

That is what unlocks deeper institutional use. https://x.com/Kaffchad/status/2103392286629622164

## @CryptoPatel (Crypto Patel) · 09-25 11:30 · ♥115 ↻3 💬0 KELPDAO SUES LAYERZERO: $292M rsETH HACK HEADS TO COURT

The biggest DeFi exploit of 2026 is now the biggest DeFi lawsuit of 2026.

WHAT HAPPENED: On September 24, 2026, KelpDAO filed a civil claim in British Columbia, Canada, against LayerZero Labs and its CEO Bryan Pellegrino, who is named personally. @KelpDAO filed through its legal entity, Evercrest Technologies Inc.

The case concerns the April 18 exploit that drained 116,500 $rsETH, worth about $292M at the time. The attack is attributed to North Korea's Lazarus Group.

KELPDAO'S CLAIMS: 🔹 LayerZero failed to disclose risks in its own technology 🔹 LayerZero failed to stop attackers from infiltrating its security infrastructure 🔹 LayerZero "reviewed and endorsed, in writing" Kelp's bridge setup 🔹 Kelp says it wants its "day in court," so no quick settlement is expected

LAYERZERO'S DEFENSE: ❌ Pellegrino calls the claim "meritless" and says he will fight it in Vancouver ❌ LayerZero blames Kelp's single-verifier (1-of-1 DVN) setup

About 47% of roughly 2,665 LayerZero apps ran the same 1-of-1 setup at the time of the hack. If nearly half the ecosystem used it, was this one team's mistake or an industry-wide flaw?

LayerZero banned 1-of-1 setups only after the hack. Kelp has since moved rsETH to Chainlink CCIP. This case could set the first legal benchmark for who pays when DeFi infrastructure fails.

Always check how many verifiers secure the bridges you use. One weak checkpoint can cost millions.

Full complaint: https://t.co/mCldHLuHRr

Who's right: Kelp or LayerZero? 👇 https://x.com/CryptoPatel/status/2103446921348055088

## @0xD0M_ (Dominic) · 09-25 10:09 · ♥71 ↻8 💬17 I’m scared friends.

I See people clown Bitget over the $351M incident like it’s just a “skill issue” or bitget came after Hyperliquid then and we should come after them now helooo are we missing the bigger picture here?.

The crazy part is that the attacker apparently didn’t need to steal Bitget’s private keys.

Bitget uses a tiered wallet system, with cold wallets separated from the hot and warm wallets used for operational liquidity. @bitget says the affected funds came from a limited number of hot wallets while its cold wallets remained untouched.

So how can hundreds of millions move without someone simply stealing a private key?

Because an exchange is not just a private key.

It’s an entire infrastructure stack:

>Hot and warm wallets.

>Withdrawal systems.

>Transaction construction.

>Approval policies.

>Multisigs.

>Backend services.

>Cloud infrastructure.

>Internal APIs.

>Signing infrastructure.

>Third-party security systems.

If one critical layer is compromised, an attacker may be able to make legitimate infrastructure perform an illegitimate action.

Think about it like this:

You don’t necessarily steal the bank vault key.

You compromise the system telling the bank which doors should open.

That’s why this isn’t just a Bitget problem per se, any malicious group with just the right use of ai can come after your stack which I just mentioned.

The same question applies to every CEX, custodian, bridge, stablecoin issuer, DeFi protocol, treasury and infrastructure provider:

What happens if one trusted component is compromised?

We have spent years in Crypto teaching people to protect private keys.

But the attack surface is much bigger than the key itself.

And this is where clowning another protocol or exchange because it got hacked becomes dangerous.

Today it’s Bitget.

Tomorrow it could be the exchange you use, the bridge you trust, the stablecoin you hold, the multisig securing a treasury or the infrastructure underneath a protocol you use every day.

Security failures don’t care about favorites

The biggest mistake you can make after watching $351M hack is thinking:

“Glad that’s their problem.”

It could be yours next.

Bitget’s investigation into the exact attack vector is still ongoing, so the technical root cause shouldn’t be treated as confirmed yet.

But the lesson is already clear:

Crypto custody isn’t just about protecting the keys.

It’s about protecting every system that can convince a legitimate wallet to move money. Be it a hot wallet or a cold wallet > 引用 @GracyBitget: 最新的进展同步一下：我们正在与独立第三方专家 @Mandiant 和 @SlowMist_Team 合作，对此次事件进行全面调查。 其他几点都是说过的，我再强调一下： -我们的首要任务是保障用户。用户余额保持完整，Bitget 用户保护基金将覆盖此次平台层面事件造成的影响。 -Bitget Wallet 为自托管钱包，运行于与 Bitget Exchange 完全分离且独立的基础设施之上，未受此次事件影响。 -Bitget Exchange 平台的充值交易奖励等功能都继续正常运行。在我们完成额外安全核查期间，提币功能暂时暂停；待我们确认可以安全恢复后，将尽快恢复提币。 -我们明白在此类事件发生时，用户希望尽快获得答复。我们将通过Bitget官方渠道及时发布最新进展。请关注我的和@bitget @xiejiayinBitget 的 X账号以及Bitget官方公告。 https://x.com/0xD0M_/status/2103426782993010942

## @Lowdef1 (Low DeFi) · 09-25 10:10 · ♥85 ↻1 💬0 Circle’s Arc just finished its first week on mainnet, and the numbers are getting attention.

$700M+ in on-chain assets.

$7B+ in USDC transaction volume.

That is a lot of activity for a network that only went live on September 16.

Arc is built around stablecoin-native financial activity, with USDC integrated directly into the network and fees denominated in USDC. (Circle Investor Relations)

The next question is whether this early activity can translate into sustained liquidity, payments and financial applications.

I’ll be watching the Arc ecosystem closely.

And for traders tracking the broader stablecoin and blockchain narrative, BingX is one platform worth keeping on the radar. https://x.com/Lowdef1/status/2103427002816438299