# DeFi — X 热门讨论 (2026-09-23 19:55 UTC)
## @randgroup (Rand Group) · 09-23 19:09 · ♥145 ↻24 💬24 Stacks, The leading Bitcoin L2 https://x.com/randgroup/status/2102837712227307872
## @ChainGPT_Pad (ChainGPT Pad) · 09-23 19:03 · ♥111 ↻22 💬1 a16z and DeFi Education Fund asked the SEC to presume qualifying decentralized exchanges fall outside exchange registration.
The proposal covers protocols and their user-facing interfaces, according to The Defiant.
This is a proposal, not an adopted rule. The presumption would remain open to challenge. https://x.com/ChainGPT_Pad/status/2102836360696717771
## @UFGDeFi (United Founders Group) · 09-23 14:28 · ♥71 ↻20 💬4 Treasury v2 is Live. Sovereign Treasuries Are Ready. Here's What That Means. https://x.com/UFGDeFi/status/2102767120354316780
## @jrdothoughts (Jesus Rodriguez) · 09-23 16:04 · ♥72 ↻17 💬1 @SentoraHQ has had the privilege of partnering with @veda_labs since their launch and have gone to launch some of the most successful earn programs in DeFi. I am thrilled to see this partnership extending to @Firelightfi . Lets add cover protection to those @veda_labs vaults > 引用 @veda_labs: Firelight is partnering with Veda.
@Firelightfi, the protection layer for digital assets, will soon be available to provide insurance for embedded Earn products built using Veda vaults.
Fintechs will be able to integrate added protection into their onchain yield products. https://t.co/eKl7hOCtxb https://x.com/jrdothoughts/status/2102791203704172996
## @Defi_Warhol (DeFi Warhol) · 09-23 14:19 · ♥71 ↻6 💬17 Quick update on the loop I opened on @ZestProtocol.
My original position was:
• $133 in sBTC supplied • $40 in USDCx debt • $93 in net value
It’s now sitting at:
• $148.17 in sBTC supplied • $40.02 in USDCx debt • $108.16 in net value
So in about a week, the net value is up ~$15, or +16%, without the debt meaningfully changing.
Most of that came from BTC moving higher, but that’s also what makes this interesting: I borrowed against my $sBTC while keeping leveraged exposure to Bitcoin.
Zest now wants to take that idea further by building a capital layer for Bitcoin.
So instead of moving $BTC to another chain and trying to build liquidity from scratch, Bitcoin Collateral Vaults keep it on Bitcoin while letting users borrow stablecoins from EVM chains.
Zest already has two years of lending experience, 800+ BTC deposited, and 1,500+ liquidations processed.
On top of that, its first capped mainnet demo uses real $BTC and $USDC, while @babylonlabs_io’s comparable product is still on testnet.
IMO, that’s an interesting setup for a ~$20M $ZEST token from a team that includes former core @Stacks contributors.
Disclosure: I’m holding $ZEST. > 引用 @Defi_Warhol: Started testing a looping strategy on @ZestProtocol to farm some of their new incentive campaign.
Here's what I've been doing:
• Supplied ~$92 of $sBTC • Borrowed 30 $USDCx against it • Swapped the USDCx into more $sBTC • Supplied that sBTC back into Zest • Repeated with another 10 $USDCx
Final position:
• $133 $sBTC supplied • 40 $USDCx debt • $93 net equity
Zest is now paying 0.5 BTC per month in incentives in $STX.
Half goes to $sBTC suppliers, while the other half goes to $USDCx borrowers with 20%+ LTV.
So the loop potentially lets me increase my sBTC exposure while earning incentives on both the supply and borrow side.
Of course, leverage cuts both ways.
A 10% rise in sBTC adds roughly $13 to my supplied position before interest and fees. A 10% drop does the opposite while also pushing my LTV higher.
Anyone running other loops on Zest?
Disclosure: I’m a long-time Stacks supporter and $STX holder. https://x.com/Defi_Warhol/status/2102764681979150790
## @TheCrypticWolf1 (𝐓𝐡𝐞𝐂𝐫𝐲𝐩𝐭𝐢𝐜𝐖𝐨𝐥𝐟) · 09-23 15:20 · ♥74 ↻6 💬3 This is a huge development for $PEAQ.
$PEAQ can now be put up as collateral in productive financial transactions via Jupiter Offerbook, making it possible to borrow against PEAQ, using PEAQ liquidity as a means of financing.
With peaqOS deployed on $SOL, the foundation is being built for machines to activate, establish identity, bond PEAQ, build credit history and eventually access machine financing and monetization infrastructure.
Think of a scenario in which one owns some $PEAQ, borrows against it, uses borrowed money to invest into tokenized machines, and machines start generating real-world economic activity.
It creates a feedback loop between capital and the Machine Economy, where we'll have Machine Money Markets.
This is how $PEAQ starts turning into an infrastructure for connecting DeFi liquidity with physical machines and autonomously generated economic activity.
The most interesting part isn't what this does for $PEAQ today. It's what happens when thousands, and eventually millions, of machines become financially connected to the peaq ecosystem.
The machine economy is starting to build its own financial rails. > 引用 @peaq: The first borrowing and lending market for $PEAQ is now live on @solana via Offerbook on @JupiterExchange.
$PEAQ holders can use their tokens as collateral to access USDC through fixed-term P2P loans, without price-based liquidations.
https://t.co/qlSuPI8L5s https://t.co/fgWohIq4Jc https://x.com/TheCrypticWolf1/status/2102780215457911199
## @lefoudincarnam (Le fou d'Incarnam) · 09-23 16:29 · ♥76 ↻0 💬4 Récap journalier défi Incarnam 0 to 200 [Day 43]
Temps de jeu journalier : 5h
Lvl 191 (78%) - 2309.1M d'xp
Xp journalière : 92 M https://t.co/1jTUeh4bt6 > 引用 @lefoudincarnam: Récap journalier défi Incarnam 0 to 200 [Day 42]
Temps de jeu journalier : 5h
Lvl 191 (16%) - 2217M d'xp
Xp journalière : 77.3 M https://t.co/M6ELF6nHyW https://x.com/lefoudincarnam/status/2102797476722016497