# DeFi — X 热门讨论 (2026-09-23 18:17 UTC)
## @BrljevicIg24934 (Igor Igor 🪶) · 09-23 13:56 · ♥72 ↻39 💬26 🚨 @CoinMarketCap — the $ARCT listing from @ArcToolsBackup (Ticket #1458850) is still pending, while DEXScan is already tracking it live.
Time to speed this one up. ⚡
@arc isn’t sitting around waiting. The ecosystem is moving. Builders are shipping. 🚀
Let’s get $ARCT properly listed on CMC.
#ARCT #Arc #ArcTools #CoinMarketCap #CMC #Crypto #DeFi #Web3 #Altcoins #Onchain #USDC #Circle #BuildOnArc #ArcEcosystem #CryptoTwitter #TokenListing #CryptoListing #DEX #Trading > 引用 @ArcToolsBackup: Hi @CoinMarketCap ! We submitted a listing request on your platform a few days ago—could you please review it? Thank you; it’s very important to us to be able to develop the entire Arc Chain and achieve greater expansion. @arc #arc
- Ticket ID: 1458850 https://t.co/k82U3mz5vO https://x.com/BrljevicIg24934/status/2102758902173462870
## @ShidoNetwork (Shido) · 09-23 14:42 · ♥70 ↻34 💬9 Explore DeFi on Shido Network.
Access over 300 active liquidity pools. Trade, provide liquidity, and earn rewards across a growing onchain ecosystem.
Get started today at https://t.co/VwbQT6WaSz. https://t.co/6k6g1re2el https://x.com/ShidoNetwork/status/2102770637592998381
## @Elikrypt (ΞLIKRYPTO) · 09-23 14:58 · ♥72 ↻1 💬63 MIDWEEK ALPHA · v.04
BUILD A BETTER RESEARCH STACK
One of the biggest upgrades you can make as a crypto researcher is changing where you get your information.
I used to spend too much time consuming what CT had already interpreted.
Now I try to get closer to the evidence.
Here are some of the tools and research sources I’d keep close.
PRIMARY SOURCES
Protocol docs. Governance forums. GitHub. Token contracts. Official announcements. Audits. Research papers.
This is where you get closest to what a project actually built, changed or reported.
Everything else should help you verify it.
@Dune — https://t.co/mGWsRbgZX8
Useful for onchain research. You can query blockchain data, inspect dashboards and queries, and build your own analysis with DuneSQL.
That lets you go beyond someone else’s chart and investigate the data yourself.
@DefiLlama — https://t.co/sH5Ca9DTXz
A broad source for DeFi data across protocols and chains, including TVL, fees, revenue, DEX volume and stablecoins.
The key is knowing what each metric actually measures.
A number is evidence, not automatically a conclusion.
@tokenterminal — https://t.co/YVMstuIukY
Useful for analysing blockchains and applications through financial and usage metrics.
Fees, revenue, earnings and users can help you look beyond headline growth and examine the economics behind it.
@nansen_ai — https://t.co/OMa8THXxlN
Useful when wallet activity matters.
Wallet labels, Smart Money signals and wallet activity can help you investigate onchain participants and capital movements.
Then there’s the research layer:
@MessariCrypto — https://t.co/pPU9XGFguI @Delphi_Digital — https://t.co/N64H25og4Q @galaxyhq — https://t.co/cNhk1oFp53
Don’t read these firms just to borrow their conclusions.
Study how they build a thesis, choose evidence, compare markets and identify risks.
The same applies to the researchers you follow.
Look for people who show their sources, explain their reasoning, use data and change their views when the evidence changes.
Study the work, not the reputation.
Over time, your process should look something like:
Primary sources → onchain data → market & financial data → independent research → your own analysis.
When two sources disagree, check the definitions, timeframe, dataset and methodology before deciding which one makes sense.
Sometimes that disagreement is where the useful research starts.
You don’t need every tool in crypto.
You need to know where to look, how to verify what you find, and when the evidence is strong enough to support a conclusion.
I’d genuinely like to see people try this.
Don’t just bookmark the tools. Use them.
Pick a project, go back to the primary sources, pull the data yourself, test the narrative and show what you find.
I’d like to see the results.
If you found this useful, show some love with a like, drop your thoughts in the comments, and follow for the next research piece.
See you on the next one. https://x.com/Elikrypt/status/2102774548995145830
## @BankQuote (BaN𐤊ℚuOτE) · 09-23 13:29 · ♥72 ↻20 💬7 I suspect one of the biggest questions an institution evaluating Kaspa would ask has very little to do with whether the technology works. Kaspa has already demonstrated high-frequency Proof of Work, 10 BPS operation, fast confirmation, and substantial unused transaction capacity. The harder question is economic: who is going to consume that capacity?
Kaspa’s security budget is still overwhelmingly subsidy-driven. That matters because Kaspa’s emission schedule is unusually aggressive. Roughly 95% of the eventual supply has already been mined, and issuance continues declining geometrically toward effectively zero. The long-term security model therefore increasingly depends on transaction fees becoming meaningful enough to compensate miners as subsidy disappears.
Right now, that fee market is still extremely immature. Recent standard transaction activity has been roughly 1–2 TPS while the network is capable of processing vastly more. That is excellent from a user-experience standpoint because blockspace is cheap and abundant, but from a security-budget perspective it means there is currently little competition for that blockspace.
This is why I think Kaspa outreach should increasingly target builders before institutions.
DeFi protocols create settlement transactions. DePIN networks generate machine payments, attestations and economic events. AI agents potentially generate enormous quantities of autonomous micropayments, escrow transactions, service purchases and machine-to-machine coordination. Toccata, covenants, Silverscript and eventually higher-level tooling like Argent give these applications increasingly sophisticated ways to use Kaspa directly.
Those are the boots on the ground.
An institution can buy KAS, but an application can generate millions of transactions. And millions of economically meaningful transactions create fees, liquidity, infrastructure, wallets, users and observable demand for blockspace.
If Kaspa wants institutional adoption, the strongest argument may not be convincing institutions first.
It may be building an economy underneath them that becomes impossible to ignore. https://x.com/BankQuote/status/2102752128561291702
## @ItsDave_ADA (Dave) · 09-23 17:22 · ♥85 ↻12 💬7 Leios, Peras, Midgard, Hydra, AlphaGrowth, Draper, Bitcoin DeFi.
Layer 1 scaling, Layer 1 finalisation, Layer 2 scaling, DeFi growth, ecosystem investment and strategic growth.
Cardano is positioned well. https://x.com/ItsDave_ADA/status/2102810781762920528
## @avax (Avalanche🔺) · 09-23 18:05 · ♥71 ↻14 💬11 BREAKING: Over $30M deposited on @aave v4 on Avalanche
Avalanche is Aave’s first v4 deployment beyond Ethereum mainnet. V4 enables specialized lending hubs with tailored risk controls & deep shared liquidity. https://t.co/7SQZ7eAosZ https://x.com/avax/status/2102821756490916297
## @FlareNetworks (Flare ☀️) · 09-23 16:33 · ♥78 ↻14 💬1 Firelight is partnering with @Veda_Labs enabling eligible vaults can integrate on-chain protection.
The collateral layer lives on Flare: FXRP, staked as stXRP, backing the pool behind that coverage. > 引用 @Firelightfi: Firelight Partners with Veda to Bring On-Chain Protection to Vault Infrastructure https://x.com/FlareNetworks/status/2102798617295954165
## @wenaltseason (Wenaltseason?) · 09-23 16:37 · ♥73 ↻13 💬5 Remember how Trump pulled $57M+ from WLFI sales?
Now senator from his own party wants their family's crypto investigated. Republican senator John Curtis sent a letter on September 21 asking the Senate Judiciary Committee to dig into Donald Trump Jr's business deals
Foreign real estate and defense investments are on the list too, but the crypto side is what stands out:
> $WLFI, the Trump family's DeFi project that raised $550M across two token sales > $USD1, the stablecoin WLFI launched > Kalshi, which brought Trump Jr on as strategic advisor in January 2025 > Polymarket, where Trump Jr's VC fund 1789 Capital invested before he joined its advisory board too
Why does the prediction market part matter so much?
Kalshi and Polymarket are both regulated by CFTC, the federal agency that decides what they can and can't offer, so both depend heavily on its decisions
Keep in mind that CFTC's commissioners are appointed by the president, so his son is advising platforms whose rules get set by his own dad's picks
Curtis also wants Hunter Biden subpoenaed alongside him, so both presidential sons would have to answer for their crypto side hustles
And of course, $MELANIA topped at $13 the day before the inauguration and now trades 99% lower, with a class action alleging the launch team quietly dumped on degens
Is the backlash finally coming? https://x.com/wenaltseason/status/2102799504483160477
## @CeyCeyCrypto (Cey Cey Crypto) · 09-23 16:46 · ♥72 ↻2 💬13 Galaxy bugün DeFi tarafında baya büyük bi hamle yaptı arkadaşlar 🌸
Hazinesine 100 milyon dolarlık sUSDS ekledi.
SKY token da aldı.
sUSDS’yi kurumsal trading tarafında teminat olarak da kabul etmeye başladılar.
DeFi artık şirket hazinelerine kadar girdi yani. https://x.com/CeyCeyCrypto/status/2102801742933176355