# Ethereum — X 热门讨论 (2026-10-01 14:47 UTC)
## @BigSultan0 (BigSultan) · 10-01 05:18 · ♥200 ↻13 💬125 Morning Family, Happy New Month Fams🥹 https://t.co/iwLn5VHOCc https://x.com/BigSultan0/status/2105527814409883706
## @DonWedge (Don 🐂) · 10-01 12:39 · ♥206 ↻13 💬50 ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85 > $1 https://t.co/5CP6Hj0zjM https://x.com/DonWedge/status/2105638798142959748
## @TedPillows (Ted) · 10-01 13:33 · ♥214 ↻13 💬39 Short liquidations around $2,750.
Long liquidations around $2,600.
IMO, Ethereum will take out both these liquidity clusters soon. https://t.co/Qj4vzy27Ok https://x.com/TedPillows/status/2105652264958361661
## @SanNL11 (San ⭕) · 10-01 06:26 · ♥203 ↻15 💬0 The first domino ⬇️
Finance bull is right, worth a read🔥
ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 > 引用 @Xfinancebull: If you’re holding $QNT, here’s my prediction: The Clearing House was the first domino.
I’m watching seven major infrastructure moves next. People are celebrating the price move.
I’m watching the architecture.
The Clearing House sits underneath a huge part of U.S. banking.
It selected Quant around tokenized deposits and connected that architecture into RTP and CHIPS.
To me, the important part is what that proves. Quant can sit between:
traditional payment rails tokenized bank money different ledgers settlement systems and the banks themselves.
That is exactly the problem almost every major financial market is now creating.
So here are the next places on my radar.
1. Zengin / BOJ-NET in Japan Quant already has Dentsu Soken. Dentsu Soken already works around BOJ-NET, SWIFT and CLS.
The partnership is already aimed at tokenized deposits, bank-issued stablecoins and programmable settlement.
Japan has the ingredients.
My prediction is the orchestration layer becomes the next battle.
2. Payments Canada
BMO, CIBC, National Bank, RBC, Scotiabank and TD are already working toward shared CAD tokenized deposits.
Canada has Lynx.
Once multiple banks create digital commercial-bank money, somebody has to make those liabilities settle together.
The U.S. now has a live reference case.
3. EBA Clearing + ECB infrastructure
Europe has RT1, STEP2, TARGET, TIPS and Pontes. Tokenized euro deposits will need to interact with those systems.
Quant already has the digital-euro connection described in this thesis.
Europe eventually needs coordination more than another private bank silo.
4. Pay UK + Bank of England Synchronisation
Quant already proved the UK side through Great British Tokenised Deposits with:
Barclays HSBC UK Lloyds Monzo Nationwide NatWest Santander
So I’m looking beyond another pilot.
I’m watching whether the same logic gets closer to Faster Payments, Bacs, CHAPS and RTGS Synchronisation.
5. HKMA Ensemble / EnsembleTX
Hong Kong already has HSBC, Standard Chartered and Bank of China (Hong Kong) working around tokenized deposits and wholesale CBDC settlement.
Multiple forms of money. Multiple institutions. One shared settlement problem.
That is Quant territory in my thesis. Then come the two monsters.
6. SWIFT
If tokenized deposits start moving globally, SWIFT needs programmable connectivity between digital bank money and existing ISO 20022 infrastructure.
7. CLS
Once tokenized USD, GBP and other major currencies become real institutional settlement assets, FX needs PvP.
CLS sits right in that path. Now zoom out. Project Rosalind. BIS. Bank of England. UK Regulated Liability Network. Great British Tokenised Deposits. ECB. Murex. Dentsu Soken. The Clearing House.
None of these names appeared overnight.
Quant spent a decade building around the same problem:
banks will tokenize money, but somebody still has to make all that money work together.
The Clearing House showed what happens when that problem becomes real infrastructure.
My prediction is simple:
Japan, Canada, Europe, the UK and Hong Kong now have versions of the same problem. SWIFT and CLS complete the cross-border picture.
I’m watching who calls Quant next.
You ready? https://x.com/SanNL11/status/2105544941271429129