# DeFi — X 热门讨论 (2026-10-09 19:29 UTC)
## @DamiDefi (Dami-Defi) · 10-09 16:35 · ♥86 ↻8 💬7 $ONDO IS GOING AFTER THE PART OF THE MARKET MOST RETAIL INVESTORS CAN'T EASILY ACCESS.
Ondo Private Markets is bringing pre-IPO company exposure onchain, starting with an unnamed AI company.
→ 24/7 secondary trading → Transferable tokenized notes → Future expansion into robotics, biotech, and cybersecurity
The key distinction: holders receive economic exposure, not actual shares or voting rights. Access is restricted to eligible non-U.S. investors in permitted jurisdictions.
$ONDO is moving beyond tokenized stocks and Treasuries into the private markets where the next generation of trillion-dollar companies is being built. > 引用 @Ondo: One market closer to everything onchain.
Ondo Private Markets is live, starting with AI:
→ Tokenized private-company exposure → Enter, exit, or adjust before an IPO → Permissionless secondary trading 24/7 https://x.com/DamiDefi/status/2108597106210648239
## @Leon_Defi (Leon) · 10-09 16:51 · ♥79 ↻6 💬12 The next AI trade may be financializing compute.
AI created the demand for GPUs
Now the next layer is forming around how compute gets financed, tokenized, priced, traded, and used as collateral.
A full compute capital market could look like:
- GPU hardware - compute cash flow - tokenized claims - credit - spot / forward markets - derivatives
Crypto is already building across that stack.
@gaib_ai focuses on GPU financing + tokenization, bringing AI infrastructure cash flows onchain through products like AID and sAID.
@USDai_Official is building the credit layer, where AI companies borrow against GPU infrastructure and that yield flows back into DeFi.
@Compute_Labs tokenizes physical GPUs into onchain assets, opening the door to fractional ownership, yield, lending, and structured products.
@InferraTrade is pushing toward the market layer with GPU-hour pricing, compute indices, and derivatives around compute demand.
The broader thesis:
- DePIN built the supply - tokenization makes compute transferable - credit turns compute into collateral - markets create price discovery - derivatives let users hedge capacity and funding risk
Compute capital markets could be the next layer of AI x Crypto. https://x.com/Leon_Defi/status/2108601371540996393
## @pointfarmcap (Point Farm Capital) · 10-09 16:59 · ♥74 ↻4 💬20 spacs, low float stocks (gme squeeze, etc.), eth/btc pre covid, defi summer, bored apes, ENS/UNI, avax defi, art blocks, solunavax, pepe/wif, bome, coqinu, hyperliquid, lighter, variational, and now STONK > 引用 @genwealthXD: Cobie reveals his crypto strategy that helped him catch opportunities like Hyperliquid before everyone else
“In Crypto, you isolate your risk and you try every novel thing.”
“When there’s something that’s novel, instead of trying to figure out why this won’t work, you may as well just give it a go.”
“If you did this with Hyperliquid, you ended up a millionaire from the Hyperliquid airdrop.”
“People’s instinct is to go, ‘This is stupid. This is dumb. This won’t work.’”
“You just sort of need to invert that and go, ‘Oh, what if this worked? Would that be cool?’” https://x.com/pointfarmcap/status/2108603210332258335
## @RAILGUN_Project (RAILGUN - Private Ethereum DeFi) · 10-09 14:38 · ♥71 ↻12 💬3 RAILGUN is bunker mode. https://t.co/IwuvzZAPTi https://x.com/RAILGUN_Project/status/2108567905365627153