# DeFi — X 热门讨论 (2026-10-01 10:24 UTC)
## @BoehmeMargarete (Margarete DeFi) · 10-01 08:00 · ♥84 ↻0 💬98 Một bài toán nghe có vẻ đúng chưa chắc đã chạy được nếu hình dạng của nó không khớp với phần cứng thật
với @quipnetwork, mỗi máy lượng tử công bố topology như một bản đồ cho biết qubit nào thực sự kết nối được với nhau
Điểm mình thấy hợp lý là mô hình phải được đặt vừa lên đúng cấu trúc đó trước khi gửi job, nếu không thì dừng ngay từ đầu
nhờ vậy người dùng không phải trả cho một bài toán vốn không thể chạy trên topology đã chọn
Topology cũng được ghi theo từng lần hiệu chuẩn nên mỗi thay đổi phần cứng sẽ tạo một đăng ký mới thay vì sửa bản cũ
mọi người thấy cách kiểm tra khả năng chạy trước khi gửi job như vậy có đáng tin hơn không @NucleusCodes https://x.com/BoehmeMargarete/status/2105568399874994280
## @XiaoZhi_BTC (小智🎒) · 10-01 08:37 · ♥88 ↻1 💬91 玩 DeFi 久了会发现，最容易让人踏坑的，往往不是那些看不懂的公式，反而是几个你都认识的词，被摆在了你懒得细看的位置。
前阵子有个一直在用 fxMINT 的人跟我聊，说 9 月 22 日那会儿 debt interest 大概在 4% 上下，而且这成本有时候开、有时候关。我听完顺手去翻了下页面，自己也被卡了一下。
.@protocol_fx 的 fxMINT 页面，最上面写的是 0% annual interest。可一切到 stETH 往下看，Borrow APY 又挂着 4.3795%。
我当时特意切回去确认：这到底是 0%，还是 4.3795%？
一直拉到下面才看到一行小字——有些情况下会出现 temporary borrowing cost。回过头才反应过来，顶上的 0% 说的是铸 fxUSD 那头的利息，下面的 Borrow APY 是另一回事。
一个产品在同一屏里既要写 0%，又要放一个 Borrow APY，第一眼确实容易懵。问题不在数字假，是它们讲的不是同一层东西，页面却把它们挨得太近。
所以更好奇的是：这种既要又要的展示，到底怎么排，才能不让普通人扫一眼就按平时的理解滑过去？ https://x.com/XiaoZhi_BTC/status/2105577758315479277
## @IParvel56536 (PᐃVEL.eth🍌🪑) · 10-01 08:05 · ♥80 ↻1 💬94 Bitcoin already has the liquidity.
the question is what happens when BTC becomes usable across DeFi.
@Starknet is working on this with strkBTC.
- BTC can move into Starknet - it can interact with DeFi apps and markets - users get more ways to put their BTC to work
strkBTC is less about moving Bitcoin to another chain and more about giving BTC access to a wider onchain environment.
bitcoin as an asset is one thing.
bitcoin becoming usable across more of DeFi is another. https://x.com/IParvel56536/status/2105569667742044358
## @shelleymaeph (Shelley) · 10-01 08:35 · ♥85 ↻1 💬85 I think BTCFi has been asking the wrong question.
“Can we put Bitcoin on another chain?”
Sure.
But that isn't the interesting part anymore.
The interesting question is:
What happens after Bitcoin gets there?
Because wrapping BTC isn't the end goal.
Utility is.
If BTC enters an ecosystem and then just sits in another wallet, what actually changed?
With strkBTC, @Starknet is taking a different approach.
Bring BTC into Starknet.
Then make that BTC usable across supported applications.
Trading.
Liquidity.
Crypto lending.
Staking.
And potentially private versions of those flows where supported.
That's a much more interesting BTCFi thesis to me.
Bitcoin is already one of the most widely held crypto assets.
The opportunity isn't convincing everyone to stop holding it.
It's giving holders more ways to use the BTC they already have.
And privacy makes this even more interesting.
Because once financial activity becomes composable, the amount of information exposed by every interaction starts to matter too.
That's why I see two separate pieces here:
BTC becomes more useful.
BTC activity gets more control over its visibility.
Put those together and you get a very different direction for Bitcoin onchain.
Not “Bitcoin but on another chain.”
More like:
Bitcoin as an active part of a DeFi ecosystem.
That's the BTCFi thesis I'm watching from @Starknet.
Still, using bridges and DeFi protocols comes with real risks, including smart contract, bridge, liquidity and market risks. Returns aren't guaranteed. > 引用 @shelleymaeph: Bitcoin being transparent is one of its biggest strengths.
It's also one of the things that can make using it uncomfortable.
Think about it.
Your balance can be visible.
Your transactions can be visible.
Your counterparties can be visible.
Your activity can leave a very public trail.
For me, the interesting part of @Starknet's strkBTC isn't simply “private Bitcoin.”
It's **optional privacy**.
strkBTC can remain public, but supported wallets let users shield it when they want more control over what is visible.
That distinction matters.
I'm not looking for “anonymous Bitcoin.”
I'm looking for a system where I don't have to make every financial move public by default just because I want to use my BTC onchain.
And this is where STRK20 gets interesting.
Shielded balances and private transfers are built into Starknet's privacy infrastructure, while the system still has mechanisms for regulated disclosure when required.
So the choice becomes more nuanced:
public when you need public, shielded when you want more privacy.
That's a much more practical way to think about onchain privacy.
Not hiding from the world.
Just having more control over what the world gets to see.
That's the part of strkBTC I'm most interested in exploring.
And yes, DeFi still comes with smart contract, bridge, liquidity and market risks. Privacy doesn't remove those risks either. https://x.com/shelleymaeph/status/2105577356005884295
## @World100x (W0RLD 👾) · 10-01 06:00 · ♥70 ↻10 💬60 Injective is building for a market that never sleeps.
The “new internet economy” starts making sense when you look at what @injective is actually putting together.
➺ Humans trade ➺ Institutions issue and settle ➺ AI agents can trade and pay
Tokenization brings the assets, native market infrastructure gives them liquidity and agentic finance brings activity that doesn’t need to log off.
That’s a much bigger thesis than simply being another DeFi chain.
The bet is simple: finance becomes always-on, programmable and onchain. $INJ https://x.com/World100x/status/2105538388916850700
## @0xSweep (Sweep) · 10-01 09:13 · ♥74 ↻7 💬53 LINK is massively undervalued right now
But it won't be the case for long
Institutions want exposure to DeFi RWAs stablecoins and $LINK sits right at the center of it
Only a matter of time before it takes off https://t.co/oQ3GwEImE3 https://x.com/0xSweep/status/2105586988879613993
## @BllackX6 (BlacK) · 10-01 09:21 · ♥77 ↻19 💬11 أكثر من نصف سيولة الدولار الرقمي في العالم بتتحرك عبر شريان واحد 🌐🔥
بيانات شهر سبتمبر بتأكد هيمنة TRON المطلقة كـ "طبقة التسوية" الأولى بلا منازع
بيانات السلسلة (On-chain) طلعت
والصورة بتعكس احتكار حقيقي للسيولة
خلونا نفكك الأرقام ونقرأ دلالاتها المالية 👇
💸 1 حجم تسوية فلكي (Massive Settlement Volume)
خلال الـ 30 يوم الماضية فقط
شبكة TRON عالجت تحويلات USDT بقيمة 743.5 مليار دولار!
نحن هون ما بنحكي عن أرقام تداول مضاربية
بل عن "حركة كاش فعلية" بتوازي أحجام التسوية في شبكات الدفع التقليدية العملاقة
هاد بيثبت قدرة الشبكة وثباتها في تحمل أعباء الاقتصاد الرقمي الثقيل
🏛️ 2 احتكار الحصة السوقية (Market Dominance)
استحواذ TRON على 53.6% من إجمالي حجم تحويلات USDT عبر كل السلاسل العامة بيعني حقيقة واحدة
أكثر من نصف الأموال الذكية (Smart Money) والمؤسسات وشركات الـ OTC بتفضل TRON كخيار أول وأساسي لتمرير سيولتها
متفوقة على كل الشبكات المنافسة مجتمعة
🔗 3 الشريان الحيوي للـ TradFi والـ DeFi
الـ USDT هو الجسر الأهم بين الأموال التقليدية (Fiat) وسوق الكريبتو
كون TRON هي الميدان الرئيسي لهذي العملة
هاد بيعني إنها البنية التحتية الأهم اللي بيعتمد عليها العالم لتحريك رأس المال بسرعة كفاءة وبتكلفة شبه صفرية
🎯 الخلاصة
في لغة الاقتصاد
السيولة بتروح دايماً للمكان الأسرع والأكثر أماناً
TRON تجاوزت مرحلة المنافسة
وصارت هي "المعيار" (Standard) لحركة العملات المستقرة عالمياً 🚀
@trondao @TronDao_AR @justinsuntron @Tether_to
#TRON #USDT #TGF #TRONGlobalFriends > 引用 @justinsuntron: USDT波场仍然保持全场领先的绝对优势 https://x.com/BllackX6/status/2105589011519611066
## @Web3Bish0p (DEFI - BISHOP) · 10-01 09:23 · ♥74 ↻14 💬14 Was left with 800$ to lose this account. Let's get the month started. https://t.co/eHWpgU4H3I https://x.com/Web3Bish0p/status/2105589287794192812
## @BrutDeFonderie (#Zéro Filtre) · 10-01 08:52 · ♥73 ↻10 💬1 🔵⚪ @girondins à peine le rachat conclu, 1,8 millions d'euros ont été réglés par Park Bench afin de régler le passif des échéances du plan de continuation non réglées, les salaires ainsi que les divers honoraires non payés par L.... ! 👇 #FCGB #Girondins https://t.co/t2RbAYOgMw https://x.com/BrutDeFonderie/status/2105581550276411703