# DeFi — X 热门讨论 (2026-10-10 12:22 UTC)
## @SeniorDeFi (Senior 🛡🦇🔊) · 10-10 09:15 · ♥74 ↻0 💬100 $SOL is struggling alongside the broader market, yet some of its biggest DeFi tokens are up over 100% in a month.
And the onchain data makes this divergence interesting.
Solana’s DeFi TVL has recovered ~$1.6B since August’s lows, while new wallets reportedly jumped 124% to ~1.7M daily.
three protocols stand out:
• $RAY +130% (30d): Raydium’s TVL rose 20% to $1.34B, with trading volumes nearly doubling and revenue supporting buybacks.
• $MET +165% (30d): Meteora’s rally coincides with the launch of DLMM Pro, offering more flexible liquidity management.
• $JUP +55% since September: Jupiter Lend reached $2.6B in deposits, surpassing Kamino.
I find it interesting that these gains are backed by different catalysts rather than one ecosystem-wide narrative.
Still, rising activity doesn’t automatically mean sustainable token value.
If SOL remains under pressure, will protocol revenue and real usage be enough to sustain these rallies? > 引用 @SantimentData: 🚨 More and More Users Are Showing Up Across Solana’s Network
📈 Solana’s network growth has jumped 124% since early September. Around 1.71M new wallets are now being created daily, showing that fresh users are entering the ecosystem at a much faster pace.
👥 Daily active addresses have climbed 58% over the same stretch, reaching roughly 4.27M unique wallets interacting with the network. More wallets are joining. More wallets are actually using Solana.
☀️ That creates a strong long-term bullish argument for SOL. Networks that attract more users and real utility have historically had greater potential to support higher market caps over time. If Solana keeps expanding its active user base, rising network value can eventually follow.
🔗 Live Solana Chart: https://t.co/9kMsX8bt1j https://x.com/SeniorDeFi/status/2108848802467602765
## @lubobtetrevass (Airdrop Hunter) · 10-10 09:26 · ♥77 ↻1 💬92 Brother, I'm telling you the truth.
I've tried quite a few DeFi platforms over the years. Swapping tokens, lending, farming yields, moving funds between chains. Most of the time, you connect your wallet, make a transaction, and that's pretty much it.
But when I started exploring @zerufinance, something caught my attention.
Why should a wallet that's been active for years be treated the same as one created yesterday?
That's where zScore started making sense to me.
It looks at onchain behavior, transaction history, and wallet activity to build a reputation score. Your previous interactions can actually matter when it comes to understanding how trustworthy a wallet might be.
Then I came across Zaps.
People are trading, joining clans, competing for leaderboard positions, and earning points through their activity. Some clans are already generating millions in trading volume.
I like that there's actual activity to follow rather than just another points campaign where everyone clicks a button and waits for an airdrop.
And the credit side of Zeru is what I'm particularly curious about.
If onchain reputation can eventually help protocols make better lending decisions, there's a lot more to explore here than trading competitions.
Of course, a good score alone doesn't guarantee someone will repay a loan. That's something any onchain credit system still needs to figure out.
But I've started paying more attention to what my wallet history says about me.
That's probably the biggest thing @zerufinance has changed in how I look at DeFi. https://x.com/lubobtetrevass/status/2108851531365732557
## @sirkparaka (kp🍡) · 10-10 10:52 · ♥80 ↻28 💬1 2Factor Finance: Smarter Leverage Starts With Better Position Sizing
In crypto, investors spend a lot of time searching for assets with high-return potential. But one important question often gets overlooked: how much risk should you take to pursue those returns?
That’s what makes @2FactorFinance worth watching.
Built on @base, 2Factor Finance focuses on Kelly-optimized leverage for buy-and-hold investors. The idea revolves around using mathematical principles to determine position sizes based on expected returns and risk, rather than simply maximizing exposure.
Why does this matter?
Imagine two investors buying the same cryptocurrency. One uses aggressive leverage, expecting the price to rise. The other considers potential returns, volatility and downside risk before deciding how much exposure to take.
Both may have the same market prediction, but their risk profiles are very different.
Leverage can amplify gains, but it can also magnify losses. Financing costs, volatility and liquidation risks make managing leveraged positions even more challenging.
The Kelly Criterion offers a framework for thinking about position sizing, but it isn't a guarantee of success. Its effectiveness depends on the accuracy of assumptions about returns and risk.
The real question is whether 2Factor can turn this concept into measurable results.
I'd be watching how its strategy handles market drawdowns, financing costs and changing volatility, alongside transparent performance data after costs.
Beyond the product, 2Factor's Season 1 Points Program rewards participation through social activities, education and referrals. According to its pinned announcement, the top 10 participants share 1 BTC.
Still, community rewards and product performance are two different things. Sustainable adoption will depend on the actual value the platform delivers.
My takeaway? Finding the right asset matters, but managing your exposure can be just as important.
Better position sizing is the objective. Sustainable, risk-adjusted performance is the proof.
That's what I'll be watching as @2FactorFinance develops on Base.
You can join the event here:https://t.co/KsXsJLspsz
#2FactorFinance #Base #DeFi #Crypto https://x.com/sirkparaka/status/2108873278118916597
## @aale_xander (Alexander 🥞🥧) · 10-10 09:57 · ♥85 ↻19 💬4 Hello great $TART & $CREPE Community 🥧🥞
Hope you are getting the full gist of how a community- driven DEX is supposed to be?..
..remember,we are stronger together. ..don’t just buy $TART and disappear. Don’t just buy $CREPE and stay silent..
Join the community’s voice.. preach and spread this beautiful innovation to this world..
We have a strong product with us.
TartSwap DEX has given us another opportunity to be part of real crypto trading.
Use it Interact with it Share it
@TartProtocol … true DeFi world
#BNB @cz_binance @binance https://x.com/aale_xander/status/2108859404879540250
## @alanrog3 (Alan Rogers) · 10-10 11:24 · ♥105 ↻1 💬13 $BR cooling after a vertical run. 👀
@Bedrock_DeFi. Liquid restaking protocol, with a focus on BTC (uniBTC). Part of the BTC and DeFi yield narrative.
That's a reset, and it needs a reclaim to turn. https://t.co/tVYxXLZIvL https://x.com/alanrog3/status/2108881226652398012
## @hansolar21 (hansolar) · 10-10 10:51 · ♥89 ↻8 💬11 Seeing Citrini cover LIT DRV and even VAR on Breaking the Wall today feels like a turning point.
The signal is that traditional investors are finally starting to value DeFi protocols as revenue-generating businesses.
Not memes. Not ponzis. Not even stores of value.
Real revenue, real growth, real businesses.
My bet is that the marginal buyer of crypto this cycle won't be another crypto native. It'll be the traditional equities investor. > 引用 @Geiger_Capital: You’re bearish? Citrini just dropped their first ever crypto basket, and you’re bearish? https://t.co/QfkeJlLO6M https://x.com/hansolar21/status/2108873057561608701
## @Master_peee01 (DEFI MASTER) · 10-10 10:13 · ♥75 ↻4 💬28 New earning opportunities are popping up on Gate 👀
The latest Gate x Ondo campaign offers two options:
🚀 Stake USDT in Launchpool and explore the $BLKHION reward pool worth over $150K. 💰 Hold OIP through Soft Staking to earn 8% APR without any lock-up period.
Getting involved takes just a few clicks.
Always worth checking the details before jumping in!
👉 https://t.co/PQE74lgQil https://x.com/Master_peee01/status/2108863561657123212
## @GoCryptoos (Go Crypto) · 10-10 05:04 · ♥80 ↻9 💬9 ⚡ خفض تكلفة استخدام العقود الذكية خطوة مهمة لتسهيل الوصول إلى تطبيقات DeFi على TRON.
JustLend DAO خفّضت الـEnergy Base Rate من 15% إلى 8%، وده تغيير بيستهدف تقليل تكلفة الحصول على الطاقة اللازمة لتنفيذ المعاملات على الشبكة.
أهمية الخطوة مش بس في النسبة الجديدة، لكن في تأثير تكلفة المعاملات على الاستخدام اليومي للتطبيقات اللامركزية. 🧵👇
#TRON #TGF #TRONGlobalFriends > 引用 @DeFi_JUST: ⚡Energy just got cheaper on #JustLendDAO Base rate cut: 15% → 8%
⛽Current pricing 100,000 Energy = 4.114 TRX (41 sun/Day)
Lower Energy cost → cheaper smart contract execution. Efficiency is part of every good DeFi strategy.
🔋Check pricing: https://t.co/rUXAw2jauP https://t.co/2deoOA0cw5 https://x.com/GoCryptoos/status/2108785728368861401