# stablecoins — X 热门讨论 (2026-09-25 09:04 UTC)
## @WhaleFactor (Whale Factor) · 09-25 03:20 · ♥143 ↻5 💬15 🐋 WHALE WATCH : The CFTC just gave Wall Street the green light to move ON CHAIN.
Here is exactly what you need to know from todays updated crypto FAQs: => Brokers & clearinghouses can invest client funds in tokenized investments if legal rights match. => Firms can now keep compliance records EXCLUSIVELY on public blockchains. => Swap dealers can use tokenized money market fund shares as margin. => Note: Regular crypto and stablecoins are still sidelined as margin for uncleared swaps.
Massive win driven by questions from $DYDX Solana Policy Institute $SOL and the Blockchain Association. Mass tokenization is no longer a buzzword its government policy. https://x.com/WhaleFactor/status/2103323658550714717
## @temsdefi (Tems_DeFi) · 09-25 06:58 · ♥73 ↻1 💬24 Everyone is celebrating @arc’s launch numbers.
Millions of transactions. Hundreds of millions in TVL. Big financial names attached.
But the more interesting question is not how fast Arc started.
It is whether people will still use it when the launch excitement fades.
Arc launched on September 16, 2026, with a simple idea from @circle:
Build a blockchain where stablecoins can move like financial infrastructure.
Not just another chain chasing transactions.
A chain designed around digital dollars.
Here is what is happening so far 👇
《 The foundation
@arc is a standalone Layer 1, not an Ethereum rollup.
The difference is simple:
Most chains require their own token for fees.
Arc uses USDC.
That means users can interact with the network without first buying another asset just to pay gas.
The chain supports EVM tooling and uses Malachite BFT for fast finality.
One thing is important:
Good technology alone does not create adoption.
The market still has to prove real demand.
《 The first-week numbers
The launch was big.
Arc recorded:
○ 7.76M transactions on day one ○ 5.47M transactions the next day ○ Around 1.14M transactions by September 22
But early activity needs context.
A large part came from token launches and launchpad activity.
That creates attention.
The question is whether those users stay.
《 Where the money is sitting
Current ecosystem leaders:
○ @MorphoLabs Around $220M TVL Lending and capital efficiency
○ @Aave Around $180M TVL Credit markets
○ @Uniswap Around $37M TVL Liquidity and trading
The interesting part:
Most capital is currently sitting in lending.
The next signal is whether borrowing demand grows.
《 Projects shaping Arc
@Aave is building the credit layer.
@MorphoLabs is creating flexible lending markets.
@Uniswap is providing liquidity.
@circle’s USYC and @BlackRock’s BUIDL represent the tokenized asset direction.
cirBTC brings Bitcoin liquidity into the ecosystem.
These are the pieces needed if Arc wants to become more than a launch destination.
《 Why Arc became viral
It was a combination of:
○ @circle’s USDC ecosystem ○ Institutional names connected to the network ○ Fast transactions and low fees ○ Launchpad activity from projects like @Arguspad
But attention and adoption are different.
A chain can trend for a week.
The real test is whether people keep building and using it.
《 What I am watching next
○ Borrow demand on @Aave and @MorphoLabs ○ Trading volume after launchpad activity slows ○ Payment activity ○ Tokenized asset usage ○ Real businesses settling on @arc
My conclusion:
Arc started with advantages many new chains do not have:
○ Circle’s USDC ecosystem ○ Institutional relationships ○ Major DeFi applications from day one
But the biggest test has just started.
Can @arc turn launch momentum into lasting economic activity?
That is the part worth watching. https://x.com/temsdefi/status/2103378605736677861
## @flamiliacrypto (Flamília Crypto) · 09-25 06:03 · ♥43 ↻7 💬37 Good Morning, 𝕏 Friends! Blessed weekend and Let's Connect! TGIF!! 💯Follow Back!
@base closed the first month of stock tokens with more than $1B in volume.
Stablecoins on the network already passed $5B and tokenized stocks became a DeFi piece, not just a ticker.
Less showcase. More 24/7 market. https://x.com/flamiliacrypto/status/2103364654118388174
## @Leeheart_idris (Leeheart) · 09-25 04:58 · ♥39 ↻8 💬35 GM CT
BNB Chain is one of the biggest stops in the EVM world.
DeFi, DEXs, stablecoins, lending, gaming, launchpads, payments and consumer apps all operate across its ecosystem.
But the real question is
How easy is it to get there from another chain?
https://t.co/6CUDoVhT3t is making that journey simpler with cross-chain swaps powered by Omniston.
Choose the asset.
Choose the destination network.
Review.
Confirm.
The routing, liquidity coordination and execution happen behind the scenes.
That matters because moving between ecosystems should not feel like changing airports with a suitcase full of stablecoins.
A TON user may need BNB Chain liquidity or applications. A BNB Chain user may want access to TON-native assets and liquidity.
Cross-chain infrastructure connects those journeys.
https://t.co/6CUDoVhT3t is also making the experience more engaging through its “One swap. Across chains” campaign.
Complete tasks, collect miles and unlock weekly Flight Deals.
Explore: https://t.co/jkPfGVUOhn
Try cross-chain swaps: https://t.co/TSqucRa3TL https://x.com/Leeheart_idris/status/2103348382454423559
## @FabiusDefi (Fabius DeFi) · 09-25 06:58 · ♥47 ↻3 💬28 The biggest CEX hack of 2026 so far 👇
@bitget just confirmed ~$351.6M was drained from part of their hot/warm wallet infrastructure.
A few important points:
- This was not a private key compromise. According to CEO Gracy Chen, the attacker compromised a backend system within the wallet infrastructure, spoofed transaction data, and then triggered Bitget’s own authorization/signing process to move the funds out.
- Deposits + trading on the exchange are still running, while withdrawals are temporarily suspended. There’s currently no confirmed timeline for when they’ll reopen.
- Bitget's User Protection Fund currently holds >$464M, enough to fully cover the ~$351.6M loss.
- $XRP made up the largest portion, with ~102.93M XRP worth ~$157.5M, followed by ~$85.8M in $ETH and stablecoins.
- @BitgetWallet was not affected.
Gracy says DPRK-linked hackers are very likely involved, while the preliminary investigation is leaning more toward a supply-chain compromise through a third-party tool than an insider attack.
But this is still not final, and we’ll need to wait for the full incident report.
The most interesting part to me is that the attacker didn’t even need to steal the private keys.
They may have compromised the wallet backend → spoofed transaction data → then made Bitget’s legitimate authorization/signing pipeline transfer the funds out.
There’s also a similarity here with the Bybit 2025 hack:
Securing private keys alone isn’t enough if the software layer in front of the signer gets compromised.
I personally have funds on Bitget as well, and I still can’t withdraw them rn.
Hopefully, Bitget completes the security review and gets withdrawals back online soon. > 引用 @GracyBitget: [SECURITY NOTICE] Bitget Hot Wallet Incident — September 24, 2026
At 18:31 UTC on September 24, 2026, Bitget's security systems detected unauthorized transfers from some of our hot wallets. Our security team activated emergency response protocols immediately.
What we have confirmed: -Estimated funds affected: approximately $351.6 million -Cold wallets remain fully secure. Bitget operates a three-tier wallet architecture — the breach contained only a portion of the hot wallet and warm wallet layers. -User funds are safe. The full amount of this loss falls within the coverage of Bitget's User Protection Fund, which currently holds over $464 million
Actions we have taken: -Emergency response team activated within minutes of detection -Abnormal transfer addresses identified, flagged, and reported -Withdrawals temporarily suspended as a precautionary measure, pending security review -Law enforcement and on-chain security firms have been formally notified and are engaged
What this means for you: -Your account balances are accurate and your assets are protected -Deposits and trading remain fully operational Withdrawals are temporarily paused and will be restored as soon as the security review is complete -What comes next: We will provide updates on an hourly basis across this channel and all official platforms. A full incident report — including root cause analysis and corrective actions — will be published within 24 hours. We will not speculate on the attack vector until the investigation is complete.
Bitget has navigated multiple market cycles. We will not run from this. Every dollar and every decision will be accounted for, transparently and in full. Updates will be posted here and across all official Bitget channels as they become available.
— Gracy Chen, CEO, Bitget https://x.com/FabiusDefi/status/2103378486132113419
## @aminam006 (Mike Wazowski) · 09-25 08:43 · ♥42 ↻0 💬0 BlackRock has stopped talking about AI like a research toy. Now the conversation is about software that can actually do stuff: pay, book, buy, settle.
Big institutions are obsessed with the pipes. Stablecoins, instant payments, machines paying other machines. Fine. But most people don’t care about pipes. They care whether the thing on their phone understands their life.
That’s why @sleepagotchi stands out. They didn’t start with some all knowing assistant. They started with sleep. The most ordinary, daily, personal data you’ve got. And the Sleep Coach isn’t just slapping a score on your night. It tells you what changed, why it probably happened, and what to do next. That’s the part most AI products skip.
Once that exists, shopping doesn’t feel forced. Bad recovery can turn into a real suggestion, then a product, then a buy. Not because they jammed a store into a chatbot. Because the agent already has a reason to act. > 引用 @sleepagotchi: The interesting part starts when AI stops answering and starts participating in the economy.
That’s where Consumer AI is going, from intelligence to action to commerce.
Gotchi is building for that shift. 🦖 https://x.com/aminam006/status/2103405035702857906