# stablecoins — X 热门讨论 (2026-09-27 01:31 UTC)

## @TheVictorBuilds (TheVictorBuilds) · 09-27 01:00 · ♥45 ↻16 💬37 12 NEW WAITLIST YOU CAN JOIN RIGHT NOW Time: 5 mins Cost: $0 Potential: Huge

1/ @hifiHQA massive platform for seamlessly moving money between stablecoins and banks. Raised: $37M Link: https://t.co/x8F1Xp7uIr

2/ @andocorporation The messaging platform built for both humans & AI agents. Raised: $20M Link: https://t.co/i0XOJYuGgc

3/ @MidcenturyAI Building the data and simulation infrastructure for physical AI and robotics. Raised: $15M Link: https://t.co/Nt9uu6JDBh

4/ @SmartXTerminal The social trading app for memecoins, perps, stocks, and prediction markets. Backed by: @yzilabs Rewards: 10,000 USDT prize pool up for grab Link: https://t.co/7Atd1aVGIm

5/ @DopaMintLabs AI agents that turn your natural language into instant onchain actions. The future is automated. Link: https://t.co/PRdJMisLSE

6/ @BungeeExchange A powerhouse cross-chain aggregator on EVM. Link: https://t.co/tgX5mHYKQ7

7/ @TryNoahAI Build Solana dApps using just natural language. Insane utility. Link: https://t.co/QruilJO6SI

8/ @metaplex The absolute go-to Solana platform for tokenization and customizable token creation. Link: https://t.co/SYQGVlzHmS

9/ @pabalx A live Web3 horse racing game. Incubated by: @GIWA_by_Upbit Link: https://t.co/j1GZNLiy19

10/ @Saphyre_xyz Next-gen perpetuals trading platform heavily focused on leveraged crypto trading. Link: https://t.co/iSdrEjntjH

11/ @DirolLabsX Social crypto trading app dropping on Monad. Trade memecoins, tokens, and perps all in one place. Link: https://t.co/2fjgdmrVH1

12/ @BlubBlobCoin A new Avalanche memecoin making waves right now. Link: https://t.co/lPEWR0upEN > 引用 @TheVictorBuilds: SMART CONTRACT AUDITS ARE OFFICIALLY A FALSE SENSE OF SECURITY BECAUSE HUMANS ARE THE NEW EXPLOIT VECTOR

We just crossed a massive inflection point this September 2026 with total analyzed exploits hitting $823.7 Million.

The vast majority of this lost capital had absolutely nothing to do with bad Solidity code. Attackers rarely bother parsing audited logic anymore when the backend is wide open. Look at the Bitget exploit. They drained $351.6M and not a single contract flaw was triggered. Instead, they compromised the hot wallet infrastructure, spoofed authorization histories, and laundered the money via rapid crosschain swaps from USDT0 to ETH at a 5% premium within six minutes. Smart contract risk is practically secondary now. The real threat is offchain opsec and infrastructure bottlenecks.

We are in a macro environment where global liquidity is sloshing back into risk assets as central banks ease up. Institutions are deploying heavy capital but their custody setups are shockingly fragile. At the micro level we are seeing structural breakdowns in how keys are managed. On the cryptographic side Liquid Network just lost $405.0M in LBTC from an ambiguous cache key encoding bug in their codebase that completely bypassed rangeproof verification. Don't forget bridge exploits like SingularityNET where attackers maliciously minted 260M AGIX and 408M NTX, triggering a 99% price collapse in AGIX. Physical threats are scaling up fast too. There have been 20 recorded home invasion wrench attacks this year alone which exposed $124M. The liquidity pipes are bleeding because human operational coordination is failing under the weight of higher TVL.

The edge here isnt finding the protocol with the most audits. It is pricing in custody and infrastructure risk before allocating size. If you are parking capital in a yield farm or an exchange you need to verify their offchain signing processes and hot wallet isolation. Stop blindly trusting multisigs where the signers are sitting ducks for physical extraction. Capital will rapidly rotate toward protocols offering hardware enforced trusted execution environments and decentralized sequencer setups. Rotate out of bridge dependent wrappers and stick to native assets or highly decentralized custody networks. Your downside is no longer a bad line of code, it is a compromised backend server. https://x.com/TheVictorBuilds/status/2104013362321559875

## @Moneymamba (Nabeel) · 09-26 22:12 · ♥44 ↻0 💬5 Marc Andreessen on what drives great serial entrepreneurs.

Three hit home for me:

1 - Desire to prove oneself: I’m very angry. I still have a lot to prove...to myself.

2 - In love with the technology. Stablecoins are the great equalizer.

3 - Money. I’m in the money-moving business. Money is power. More money, more power. https://x.com/Moneymamba/status/2103970919999803735

## @TXMCtrades (𝐓𝐗𝐌𝐂) · 09-26 12:08 · ♥40 ↻2 💬4 😳 "Because reserve assets leave the estate the moment they back a coin, a distressed firm can issue stablecoins to subordinate its existing creditors, hollow out the value a future administrator would need, and, when the firm is a bank, shift losses onto the deposit insurer and potentially the taxpayer. We call this stablecoin-on-creditor violence, drawing an analogy with the phenomenon of creditor-on-creditor violence that began with the 2016 J. Crew dropdown."

Wow > 引用 @agranato42: Zhang and Zimmerman argue that The GENIUS Act permits firms to subject a firm's existing creditors (including the FDIC and taxpayers if the firm is a bank) to a functional dropdown by just issuing a stablecoin immediately prior to filing for bankruptcy: https://t.co/dQA7oqxVNE https://x.com/TXMCtrades/status/2103819084932542955