# DeFi — X 热门讨论 (2026-09-25 05:15 UTC)
## @blknoiz06 (Ansem 🐂🀄️) · 09-25 03:52 · ♥541 ↻54 💬147 this cycle isn’t like any other cycle
the closest comparison i see is the 2020 DeFi expansion, when an entirely new vertical brought billions of dollars onchain
this time, stablecoins and especially tokenized stocks are opening another new lane for crypto
institutional capital, retail and developers are all entering through different channels, while the market structure itself has played out differently from prior four-year cycles
trying to map this cycle one-to-one with the last one could miss what’s actually changing in front of us https://x.com/blknoiz06/status/2103331729817960551
## @AkiraRyukyu (Ryukyuu 👩🚀) · 09-25 03:48 · ♥89 ↻9 💬87 GM ☀️Happy friday friends
privacy in crypto is becoming less of a “nice feature” and more of an infrastructure problem.
because imagine running a fund, treasury, market making operation, or high volume DeFi strategy where every transaction exposes:
> your counterparties > your wallet balance > your trading activity > your payment history
all in real time. that transparency can become a competitive disadvantage.
this is where @Americanfort_io gets interesting.
their beta on Arbitrum introduces a privacy layer built around FortressName + stealth addresses.
you can send to a human readable @name, while the transaction can resolve to a fresh stealth address instead of repeatedly exposing the same public wallet.
and the key detail:
this isn't based on mixers, tumblers, or pooled funds.
the goal is selective privacy while keeping the transaction relationship auditable between the parties involved.
that's a very different proposition from simply “hiding crypto.”
it's about making onchain finance usable when the participants actually have something to protect.
institutions don't necessarily need less accountability.
they need less unnecessary exposure.
if onchain capital keeps scaling, privacy infrastructure like this could become just as important as execution, liquidity, and custody.
AmericanFortress is betting that the next phase of DeFi won't be fully transparent.
it'll be selectively transparent. https://x.com/AkiraRyukyu/status/2103330873689219355
## @Blonskr (Blonskr) · 09-25 04:05 · ♥95 ↻28 💬30 郑重呼吁！！！郑重呼吁！！！！ 无论是Bitget本次被盗，还是Bybit上次被盗，问题大都出在第三方工具或多签等系统前端被篡改，郑重呼吁所有Defi、第三方工具将前端部署到TapeOut的可验证DeWEB中，我将个人无偿赞助所有前端上链的大型第三方工具做前端上链的安全审计资金，包括safe多签等！让他们的所有用户使用安心！DeWEB的“前端上链”首先无法被篡改，其次浏览器通过自动Hash比对，可确保前端一旦出现被篡改风险，就立即通过浏览器进行安全提示！ @SafeLabs_ @safefndn @multisig @SparrowWallet @SpecterWallet @ElectrumWallet @nunchuk_io @bluewalletio @Ledger @CasaHODL @unchained @Bitkey @BitGo @FireblocksHQ @CopperHQ @Anchorage @coinbase @taurushq @FordefiHQ @utila_io @gemini @KomainuCustody @ZodiaCustody @Hex_Trust @Cobo_Global @Safeheron @CregisOfficial > 引用 @giantcutie666: 根据官方的说法，被盗原因是后台第三方工具有漏洞，钱包的审批流程被伪造指令骗过
而现在之所以卡住提现，是因为漏洞不确定已堵死，贸然恢复提现可能再次被盗
目前被盗资产约1.03亿枚XRP + 31,890枚ETH,总价值约3.57亿美元，比之前的3.516亿又略有上修
攻击IP地址的特征,跟已知朝鲜关联黑客组织常用的VPN模式相符 https://x.com/Blonskr/status/2103335054340768039
## @BoehmeMargarete (Margarete DeFi) · 09-25 02:10 · ♥70 ↻0 💬66 Chưa tới ngày đóng mà community sale của AXIS đã vượt mức đăng ký
@axisrobotics cho biết hệ thống hiện tạo hơn 100.000 quỹ đạo dữ liệu mỗi ngày sau khoảng 9 tháng xây dựng
Người đủ điều kiện vẫn có thể cam kết USDC đến 05 giờ ngày 28 tháng 9 theo giờ UTC
nếu tổng cam kết vượt giới hạn 1 triệu đô la, lượng AXIS được nhận sẽ chia theo tỷ lệ
Mức giá công bố là 0,10 đô la mỗi AXIS với tổng cộng 10 triệu token dành cho vòng bán
phần USDC không được chấp nhận sẽ tự động hoàn lại về đúng ví đã gửi
Lịch mở khóa bắt đầu với 10 phần trăm tại TGE, còn ngày TGE hiện vẫn chưa được xác nhận
mọi người bất ngờ hơn với việc vượt mức sớm hay tốc độ tạo hơn 100.000 quỹ đạo mỗi ngày https://x.com/BoehmeMargarete/status/2103305990229705044
## @KelpDAO (Kelp) · 09-25 03:56 · ♥103 ↻8 💬14 Statement on our lawsuit against LayerZero https://x.com/KelpDAO/status/2103332910128599327
## @L_ThinkTank (Little Think Tank) · 09-25 04:09 · ♥84 ↻11 💬3 [ 🇺🇸 ÉTATS-UNIS | 🇮🇷 IRAN ]
🔸Selon le New York Post, cité notamment par Insider Paper, l’armée américaine a déployé des armes à énergie dirigée (lasers) dans le détroit d’Ormuz afin d’intercepter des drones et des missiles de croisière iraniens.
Ces systèmes, dont HELIOS et ODIN, visent à neutraliser les menaces aériennes à un coût bien inférieur à celui des missiles intercepteurs classiques, alors que les drones iraniens représentent un défi économique pour la défense américaine.
Selon le rapport, il s’agit de la première utilisation opérationnelle de ces armes au Moyen-Orient. https://x.com/L_ThinkTank/status/2103336125561532474
## @lazulcapital (L̶a̶z̶u̶l̶) · 09-24 23:28 · ♥73 ↻8 💬11 You wanted defi kingdoms but missed RuneScape gold https://x.com/lazulcapital/status/2103265350121058406
## @LordLeoport (Lord Leoport) · 09-24 21:41 · ♥71 ↻3 💬4 Going to be honest, I took a look at litecoin:native earlier this year when it was in the $40’s and didn’t think much of it.
But the more I dig into Litecoin, the more interesting it gets.
Launched in 2011, it is one of crypto’s true OGs and has survived every major cycle while maintaining a simple utility case: fast, cheap, decentralized payments.
It is also one of the few cryptocurrencies supported directly by PayPal/Venmo, which gives it a level of mainstream distribution most altcoins still do not have.
What surprised me even more is that development is still active.
MWEB improves privacy and fungibility. LitVM is working toward bringing smart-contract functionality to Litecoin. Litecoin Computer is exploring DeFi and programmable applications. Wallet infrastructure and Lightning-related integrations are also still progressing.
Then there is the supply dynamic.
$LTC has a hard cap of just 84M coins. With most of that supply already circulating, there is no endless token issuance waiting on the sidelines. Combine a fixed supply with a much smaller market cap and thinner liquidity than BTC or ETH, and meaningful new volume can have an outsized impact on price.
I also found out a good friend of mine, a PhD economist and former professor at a Top 10 business program, has quietly HODLed his Litecoin position this entire time.
Obviously, that alone means nothing.
But 14+ years of network survival, real payment utility, low fees, mainstream fintech support, optional privacy, and an active development pipeline makes me wonder if the market has written $LTC off a little too aggressively.
Sometimes the interesting trade is not the new shiny thing. It is the asset everyone stopped paying attention to. $100+ is possible, but $200-300+ and its gets VERY interesting. This could be Zcash 2.0. > 引用 @BCBacker: Litecoin litecoin:native looks all too familiar. I have a hefty sized altcoin portfolio, and I own some Litecoin with decent size. I will be in the room if it wins or loses.
Monetary pass for token demand/value accrual. Privacy optionality. OG coin your grandma knows. Matured 9-year range. https://x.com/LordLeoport/status/2103238302266442238