# DeFi — X 热门讨论 (2026-09-26 23:21 UTC)
## @murtuza_merc (Murtuza J Merchant) · 09-26 22:46 · ♥122 ↻18 💬7 Security reviews risk going stale faster as AI enters the attack toolkit. Crypto firms need defenses that adapt between audits, not a clean bill of health on audit day.
https://t.co/P3VM6sqjoi https://x.com/murtuza_merc/status/2103979523440099620
## @vanzdoteth (vanz.eth ♨️) · 09-26 17:21 · ♥76 ↻10 💬48 What did my BTC actually gain by crossing into Starknet?
I moved 0.00012 BTC from my own Xverse wallet and received 0.00011964 strkBTC on @Starknet
The obvious answer is a new token
But that misses the point
I did not sell my BTC exposure or route it back through an exchange
The bridge only changed where that exposure could be used
Its value depends on what happens next
Can I shield the balance, then use it in DeFi without making my whole strategy public?
Bridge risk still exists, so direct does not mean risk free
Access passed
Privacy and utility are next
When does a bridge become useful to you: at arrival, or only after the asset can do more? https://x.com/vanzdoteth/status/2103897688949555528
## @_0xghost_ (𝔊𝔥𝔬𝔰𝔱) · 09-26 19:36 · ♥74 ↻2 💬9 I’m a very generous person & it’s undeserved by most of you but I will give a general heuristic for why certain tokens may be underperforming, even if they are legit projects.
When it comes to tokens, you have two forms of value: speculative and fundamental.
Speculative value can consist of the pedigree of the founder or the newness or uniqueness of the idea.
Fundamentals basically comes down to revenue.
Most projects in this space have no revenue, anon or nobody founders and ideas which have no moat.
In the beginning of RH chain there were a lot of “new RWA defi primitives” that were launched and pumped bc they had speculative premium due to being new on a new chain.
Over time all these ideas are copied, the founders are anon or nobodies and the protocols have no revenue, so now they are worthless.
Let’s take a look at individual tokens as an example:
A) Stonk- anon founder, no moat except for first mover advantage, but has tons of revenue
B) TIBBIR- elite founder, possibly very broad moat (blue ocean), no revenue but it’s irrelevant
C) Ubik/ZZZ- elite founders, seems unique, no revenue doesn’t matter bc of founder pedigree and ideas seem unique
D) Any bullshit token you are promoting- no moat, founder anon/nobody, zero revenue
Do you now understand? https://x.com/_0xghost_/status/2103931800200618251