# DeFi — X 热门讨论 (2026-09-28 02:10 UTC)
## @koolkrypto223 (KoolKrypto) · 09-28 00:30 · ♥74 ↻9 💬7 Given that @DeriveXYZ is available to the entire world, will have way more altcoins listed, and will be the infrastructure for dozens of different apps, structured products, and mobile frontends etc, it's not unreasonable to say that it should actually flip Deribit volume rather than just fighting over it.
@HyperliquidX and CEXs have roughly similar TAMs and are likely to be somewhat zero sum.
@DeriveXYZ is both growing the entire pie and eating into Deribit's share at the same time.
TAM expansion+market share momentum+DeFi composability for all variety of different consumer facing apps and integrations
The perfect storm for $DRV > 引用 @mtndrew: @koolkrypto223 https://t.co/t7Rm1NgyvP https://x.com/koolkrypto223/status/2104368054507548730
## @DutchAlchemist (Dutch Alchemist) · 09-28 00:26 · ♥78 ↻8 💬4 Picture this, staking is released after SIBOS. Retail gets to keys to the empire and start releasing tons of Fusion apps by the week. All retail DeFi liquidity comes to Fusion and $QNT enters top 10 on the market cap list. https://x.com/DutchAlchemist/status/2104367056921444667
## @patfscott (Patrick Scott) · 09-27 15:37 · ♥70 ↻5 💬14 The era of DeFi value is here.
125 protocols passed on at least $10K to token holders in the past 30 days. 62 have passed on at least $100K. https://t.co/0F3StsdBGZ https://x.com/patfscott/status/2104234031613460872
## @nba01p (100x’arc🏌️♂️) · 09-27 17:10 · ♥70 ↻4 💬13 Guy who doesn't send CA but spams GMGM every morning in chat so he doesn't get booted. > 引用 @xeverade: Onchain settings boy. https://t.co/6ivUNezfJz https://x.com/nba01p/status/2104257449628967323