# DeFi — X 热门讨论 (2026-09-28 16:23 UTC)
## @DefiIgnas (Ignas) · 09-28 14:54 · ♥93 ↻6 💬34 There are too few good tokens in the market.
Only ~20 projects generate around $50k+ in daily holder revenue.
Then you check valuations, unlocks and whether that revenue can last... and the list gets shorter.
Quite a few more tokens look attractive, but their MC/FDV ratios aren't sexy
So you need to bet that demand grows faster than supply unlocks. Makes some of them more a trade than a HODL.
For most tokens you're trading narratives and vibes:
the business might grow and revenue might follow, and hopefully some of it eventually reaches token holders.
But you have to trust the team to deliver. With recent trend of DAO getting dissolved the 'decentralized' accountability isn't here.
In a way this is super bullish as money and attention flows focus on them. They are on the spotlight.
So crypto is still so small from a 'value investor' perspective.
That's why I'm excited for new TGEs from products already making real revenue, like $VAR and hopefully Polymarkets does the right thing and goes TGE way. https://x.com/DefiIgnas/status/2104585448173576659
## @KametoTV (KametoTV) · 09-28 16:03 · ♥95 ↻11 💬4 3 essais pour battre Sentinel, Radahn et Malenia.
À l’occasion de la sortie de la collection Elden Ring chez @celio , Kameto va tenter leur défi. RDV JEUDI 1ER OCTOBRE SUR LA CHAÎNE.
Collaboration commerciale > 引用 @celio: La nouvelle collection Elden Ring est arrivée ⚔️ https://t.co/wMbTWA4b0y https://x.com/KametoTV/status/2104602786566431203
## @Defi_Warhol (DeFi Warhol) · 09-28 13:49 · ♥82 ↻10 💬19 VC Specialization Matrix
Crypto Late Stage:
@bcap @DragonflyVC @HaunVentures @PanteraCapital
Crypto Early Stage:
@hack_vc @paradigm @cbventures @1kxnetwork @archetypevc @multicoincap @hiFramework
AI Late Stage:
@a16z @sequoia @coatuemgmt @lightspeedvp @radicalvcfund @generalcatalyst
AI Early Stage:
@felicis @conviction @GreylockVC @BessemerVP @IndexVentures @MenloVentures @khoslaventures @AmplifyPartners
Missing anything? https://x.com/Defi_Warhol/status/2104569067575386425
## @faisal_page (Mr. Jatt 🖤) · 09-28 12:06 · ♥79 ↻5 💬26 Good Evening CT,
BTCFi has a huge potential audience, but complexity can make onchain participation difficult.
Moving between exchanges, wallets, bridges and applications can quickly become confusing.
strkBTC is interesting because it gives Bitcoin holders a route into Starknet from their own wallet, creating a more direct path toward supported onchain applications.
Once on Starknet, users can explore different DeFi and privacy focused options depending on what’s available.
For BTCFi to grow, the experience needs to make sense to ordinary Bitcoin holders, not just experienced DeFi users.
That said, simpler access doesn’t remove risk. Smart contract, bridge, liquidity and market risks remain. Do your own research before participating.
@Starknet https://x.com/faisal_page/status/2104543150698369209
## @Kamelkadah99 (Muhammad Kamel Qadah) · 09-28 15:18 · ♥84 ↻11 💬7 Hello to the Pinework community! I know I've been absent lately, but honestly, we're currently working on a solution to a problem in Pinework for investors: logistics for goods. The application hasn't been published on the beta network yet, but it will be soon. The application won't just be logistics services; it will also organize tourist trips, travel, and tours.
It might initially focus on solving the logistics problem.
An official application owner is considering that once the application is launched on the main network, they might immediately start offering these services to other applications in the ecosystem. It will be a well-thought-out plan in terms of value, and we want to start immediately to make it easier for application owners to connect. For the entire world, not just the country where it's located. Logistics companies, travel agencies, and hotels will also be able to offer their services and trips.
Therefore, we are building solutions, not just making noise. We, as a community, are the ones accelerating the project's maturity, not just the team. We must contribute and mature faster and more effectively. Now, with smart contracts and partnerships, progress from this perspective will be easier. Together, we are building a sovereign empire for PI. Stay tuned. . #PiNetwork #PiDEX #PiRC #Protocol27 #Mainnet #Web3#PiNetwork #PiPioneers #PiMainnet #PiCoreTeam #PiCrypto #PiCommunity #PiDEX #PiLaunchpad #PiNode #PiAI #Protocol27 #Protocol28 #DeFi #Web3 #Decentralization #CryptoNews #DigitalEconomy #FinancialFreedom#DeFi #Web3 #Decentralization #CryptoNews #DigitalEconomy #FinancialFreedom#PiDEX #PiLaunchpad #PiNode #PiAI #Protocol27 #Protocol28 https://x.com/Kamelkadah99/status/2104591662420799945
## @defidevcorp (DeFi Dev Corp. (DFDV)) · 09-28 14:34 · ♥82 ↻11 💬3 Another major milestone unlocked: 2.5 MILLION solana:So11111111111111111111111111111111111111112.
Today, we announce that our treasury has grown ~10% in just 6 weeks, adding 226K+ SOL since our Q2 update.
Today: 🔸 2.538M SOL & equivalents 🔸 $309M treasury value 🔸 +47.7K solana:So11111111111111111111111111111111111111112 added (+2% WoW) https://t.co/Nej3XgnLG3 https://x.com/defidevcorp/status/2104580520080507242
## @niroshan682 (Don Digital Finance) · 09-28 12:37 · ♥71 ↻6 💬1 🚨 LATEST: Hoskinson Says #Midnight Will Be Bigger Than Zcash
Charles Hoskinson says Midnight will eventually become bigger than #Zcash, pointing to selective disclosure, private agents, cross-chain DeFi and advanced privacy technology.
2027 could be a huge year for Midnight. https://t.co/4oCzyYfn7x https://x.com/niroshan682/status/2104550977567142394