# DeFi — X 热门讨论 (2026-09-11 13:16 UTC)
## @worldoffisher (FISHER ✨) · 09-11 11:54 · ♥78 ↻6 💬55 Monad is quietly becoming an interesting place to watch for DeFi. 👀
@upshift_fi is now live on Jumper, with the earnAUSD Loop vault on Monad and the August USDC vault on Morpho.
Simple products, growing opportunities, and another nice addition to the ecosystem.
Feels like Monad is only getting started. 🌱 > 引用 @jumperapp: The Upshift x Monad campaign is live on Jumper.
Users can deposit into the @upshift_fi earnAUSD Loop vault on @monad and the August USDC vault on Morpho.
Check it out: https://t.co/c590HzhKsg https://t.co/kSE318An3v https://x.com/worldoffisher/status/2098379714138153180
## @JoshuaTobkin (Josh Tobkin (SUPRA)) · 09-11 10:44 · ♥78 ↻24 💬17 UIUX Thinkers and Designers in deep value spaces, like TradFi<>DeFi, will, with high probability, rule the next AI dominated world.
In short, product thinkers with massive human empathy and foresight and goodwill will make the best products for us all.
An investor was wondering what I've been doing for Supra lately, because a lot of his portfolio founders slowed down -- I showed him this image.
You need to be cost effective and extremely prolific with AI tools to win in this next era -- I personally use many models at once. We all need to learn how to do this efficiently.
You'll be left behind if you don't adopt these tools, some of them are open some are frontier.
This said, AI is not perfect, blockchain and cryptography are like the only technologies that, if well implemented, AI can't break. https://x.com/JoshuaTobkin/status/2098362155112497304
## @BallyBagayoko (Bally Bagayoko) · 09-11 10:21 · ♥74 ↻17 💬21 Rendez-vous à la Fête de l'Humanité ! 🌹 📅 11-12-13 septembre 2026 — Base 217, Le Plessis-Pâté / Brétigny-sur-Orge
Comme chaque année, je serai présent à la Fête de l'Huma pour échanger, débattre et porter la voix de Saint-Denis et des quartiers populaires.
📍 Vendredi 11 septembre — 16h45 — Agora Table ronde "La ville comme bouclier social ? Les nouveaux maires au défi du municipalisme", avec Vincent Bouget (maire de Nîmes, PCF), Laurence Ruffin (maire de Grenoble, EELV) et Lucie Castets (maire du XIIᵉ arrondissement de Paris, Divers gauche).
📍 Samedi 12 septembre 12h30 — Stand Saint-Denis : Pot de la victoire "Ensemble, retrouvons l'espoir", en présence des députés Éric Coquerel et Stéphane Peu
14h — Stand Comité Adama : Table ronde "2027 : quel pouvoir, quelle police, quel avenir pour nos enfants ?", avec Assa Traoré (Comité Adama), Carlos Martens Bilongo (député du Val-d'Oise), Sonia Chaouche (conseillère de Paris, Comité Adama), Almamy Kanouté (Assemblée des quartiers) et Yazid Foda (Génération Leaders)
16h — Stand LFI, rue Rosa Luxembourg : discours de Jean-Luc Mélenchon
📍 Dimanche 13 septembre — 10h30 — Village des médias indépendants Table ronde "Racisme, islamophobie, immigration : informer pour mieux résister", organisée par Afrique XXI, Orient XXI et Retronews. J'échangerai avec Pierre Tevanian (auteur), Sarra Grira (Orient XXI) et Marie Le Roch (Retronews), sous l'animation de Michael Pauron (Afrique XXI).
Trois jours pour parler sans détour de ce qui nous rassemble : la démocratie municipale face aux crises sociales, la lutte contre les violences policières et l'avenir de nos enfants, et le combat contre le racisme et l'islamophobie.
On se retrouve là-bas ! 🔴 https://x.com/BallyBagayoko/status/2098356333065961755
## @KaitoAI (Kaito AI 🌊) · 09-11 13:00 · ♥78 ↻9 💬26 Finance has Bloomberg. DeFi has DefiLlama. Sports has ESPN.
The attention economy has Kaito. https://t.co/KLDWh0JtP5 https://x.com/KaitoAI/status/2098396236558569559
## @Nick_Researcher (Nick Research) · 09-11 09:39 · ♥71 ↻7 💬16 ➥ tokenization’s next bottleneck is collateral mobility
most of the market still focuses on how much value has moved onchain
i'm starting to care much more about how much of that value can actually be reused once it gets there
that’s a very different stage of adoption since tokenized stocks are already moving beyond simple spot trading
Robinhood says its stock tokens are being built to plug into lending pools and be used as collateral across DeFi
Ondo designed its tokenized equities around the same direction
→ assets that can eventually be borrowed against, cross-collateralized & used across third-party protocols
→ Ondo tokenized stocks have started being used as collateral for perp trading as well
if i hold tokenized NVDA, for example, the useful end state isn't just: buy NVDA onchain → sell NVDA onchain
it could become:
hold NVDA → post it as collateral → borrow USDC → trade or deploy that USDC elsewhere → keep the original equity exposure
now the same asset is supporting more than one economic activity
that is much closer to how mature capital markets work
and it changes which protocols i think benefit from tokenization
- @Ondo / @RobinhoodCrypto bring the assets onchain - @Morpho / @eulerfinance / @VenusProtocol-style lending markets can turn those assets into borrowing power - @FluxFinance_ was an early example of this model, supporting tokenized securities as collateral rather than treating them only as assets to hold - @HyperliquidX / HIP-3-style markets can use tokenized or TradFi exposure as part of the collateral + derivatives layer - @lifiprotocol + other routing infra can solve the distribution problem by making tokenized assets accessible across more wallets, protocols & chains
then underneath all of this, oracles, liquidation infra & stablecoins become even more important
so i think tokenization is entering a second phase
- phase 1 was issuance: bring Treasuries, stocks, funds & commodities onchain - phase 2 is capital utility: make those assets borrowable, marginable, transferable & usable across different financial applications
that second phase is probably where much more value gets created
$1B of tokenized assets sitting in wallets is still useful
but $1B that can move between lending, trading, collateral and settlement markets starts becoming financial infrastructure
that’s why my RWA watchlist is shifting away from just issuers
i’m increasingly watching the protocols that make tokenized assets liquid + collateralizable + composable
because long term, i think the biggest winner could be whoever makes those assets useful across the largest part of the onchain economy https://x.com/Nick_Researcher/status/2098345667496190074
## @MUnitedFR (Manchester United) · 09-11 12:37 · ♥89 ↻3 💬2 Carrick : "Nous disposons de bonnes options, on voulait préserver certains joueurs et Ben [Sesko] avait besoin de jouer pour retrouver son rythme. C'est toujours un petit défi de trouver le bon équilibre, mais c'était bien de préserver Marcus [Rashford] pour qu'il soit prêt pour le week-end." #MUFC https://x.com/MUnitedFR/status/2098390568866890202