# DeFi — X 热门讨论 (2026-09-20 14:27 UTC)
## @Arpon_360 (Arpon) · 09-20 12:58 · ♥88 ↻1 💬93 good evening Smart people! happy weekend to you all
Bitcoin sitting in a wallet is fine.
But it gets more interesting when that BTC can actually be used across onchain finance.
That’s the part of strkBTC on @Starknet that caught my attention.
You can bring BTC from your own wallet into Starknet and explore different DeFi use cases instead of simply holding it and waiting.
Lending, liquidity, different applications, different ways to put that BTC to work.
But there’s another question that comes with all of this.
How much of your financial activity should everyone be able to see?
That part matters.
Public blockchains are built around transparency, and that’s obviously useful. But I don’t think being onchain should automatically mean every balance and transfer needs to be exposed to everyone.
Sometimes you want transparency.
Sometimes you want privacy.
Having a choice between the two makes more sense to me.
That’s why the privacy side of strkBTC is interesting.
You can still bring Bitcoin into an ecosystem where it can have more utility, while having more control over which parts of your financial activity are visible.
It feels less like choosing between Bitcoin utility and privacy, and more like getting both options in the same place.
And I think that’s an important direction for Bitcoin.
BTC has already become one of the biggest assets in crypto.
The next step isn’t just finding another place to hold it.
It’s making Bitcoin more useful while keeping the user in control.
If onchain finance is going to become a bigger part of how people use their assets, privacy shouldn’t be something added later.
It should be part of the conversation from the beginning.
That’s what makes strkBTC on @Starknet worth keeping an eye on. > 引用 @Arpon_360: good evening CT
Liquidity is already available for bitcoin.
What becomes interesting is the range of things you can actually carry out with that liquidity after it has become programmable.
It was that which drew my attention regarding @Starknet.
It's not merely a matter of introducing BTC into another ecosystem.
It's about providing Bitcoin-linked assets with a place where they can be put to use.
strkBTC is a typical example of that trend.
Rather than having BTC simply stay in a wallet, it could enter an environment that is centered on applications, smart contracts and DeFi.
And the stack behind Starknet is pretty interesting too:
→ STARK based proofs for scalable execution → Cairo for building more complex applications → Account abstraction for smoother user flows → DeFi infrastructure for trading, lending and liquidity → Privacy focused infrastructure for supported assets
What interests me is the way the roles begin to change.
Bitcoin can provide the capital.
@Starknet can offer the execution layer alongside it.
This could lead the way to various products such as Bitcoin-based lending, liquidity markets, trading applications and other financial products based on Bitcoin-linked assets.
It makes Bitcoin seem less like an asset that's merely transferred around and more like capital that real applications can use to build things with.
There's where, in my opinion, the Starknet story becomes more interesting.
The technology matters too.
$STRK proofs and Cairo provide developers with an alternative basis for constructing scalable applications without losing the ability to verify execution.
Therefore I am not viewing Starknet just as yet another place where BTC can exist.
What I'm more interested in is what developers will be able to build when Bitcoin liquidity is actually available in a programmable environment.
Bitcoin has the capital.
Ethereum has shown what programmable assets can achieve.
Starknet is attempting to find a position between those two ideas.
The real question for me is simple:
What will be constructed when Bitcoin ceases to be passive liquidity?
The section is the one worth watching.
Explore from https://t.co/DHeCX1knx3
#Starknet https://x.com/Arpon_360/status/2101657150909280628
## @RiceFarmerNFT (Ricefarmer🍚) · 09-20 10:31 · ♥86 ↻0 💬92 The more I look at @Starknet, the more I think its BTCFi story is bigger than simply bringing Bitcoin onto another chain
Starknet is building an environment where Bitcoin can actually do more
With strkBTC, BTC can move into Starknet and interact with an expanding DeFi ecosystem instead of sitting idle in a wallet
But the interesting part is that Starknet is also exploring what BTCFi looks like when privacy is built into the experience
BTC can be shielded, used in DeFi, swapped through liquidity on AVNU, and even put to work through protocols like Endur without constantly exposing the same activity on a public wallet
That creates a different design for BTCFi: Bitcoin provides the asset. Starknet provides the execution layer. DeFi provides the utility. Privacy provides another layer of control. And that combination matters
Because the future of Bitcoin isn't necessarily about changing what BTC is
It's about expanding what BTC can do while giving users more control over how they use it That’s the part of Starknet I’m watching closely. #Starknet #strkBTC #Bitcoin #BTCFi https://x.com/RiceFarmerNFT/status/2101620151133368711
## @alexdata99 (观察员_Alex) · 09-20 07:53 · ♥75 ↻5 💬30 UNI一个月从$3到$8.8，可能是今年DeFi板块最牛逼的一波行情。
主要是基本面一层一层堆上来的。
去年底UNIfication提案通过，一次性烧掉1亿枚UNI，总供应的10%，价值约5.96亿美元，同时开启协议费用→回购→销毁的永久飞轮。
飞轮跑了大半年，累计销毁已经突破1.11亿枚。
创始人Hayden Adams 9月9日说按最近7天的速度算，年化销毁额已经超过2.5亿美元，几天前这个数字还是2亿，销毁速度在加速。
加速的原因很简单就是Robinhood Chain。
Uniswap吃掉了RH Chain上98%的DEX交易量，贡献了Uniswap全网约66%的手续费。
单日UNI销毁最高达到18.4万枚，其中15万枚来自RH Chain。
代币化股票交易量累计26亿美元，几乎全部走Uniswap。
然后昨天SEC签了"创新豁免令"，允许符合条件的代币化股票通过许可型AMM池交易。
但要注意：豁免覆盖的是带完整股东权利的代币化NMS股票，不包括合成资产和经济敞口类产品，RH Chain上现有的Stock Tokens大多属于后者，不在豁免范围内。
Uniswap的卡位在于基础设施层，V4的permissioned pool hook已经和Superstate、Securitize合作上线，未来如果有TSV运营方拿着这套基础设施去申请合规，Uniswap就是底层。
但这离"Uniswap本身变成合规证券交易所"还有距离。
豁免本身也有严格限制：5年有效期，Tier 1最多75只标的，单笔成交量有上限，发行人可以拒绝，TSV必须是美国主体，这是一个受控实验，不是全面放开。
现在的UNI已经不是2020年那个纯投票权代币了，它有真实现金流、有通缩机制、有合规卡位、有机构背书。
或许这轮牛市可以期待一下了。 https://x.com/alexdata99/status/2101580575635354079
## @jupitercat_st (Jupiter Cat) · 09-20 07:00 · ♥70 ↻9 💬6 Know where your solana:AaEhFTX4naHSWSXz9TVe5QgLbtSLT8ZqYJGZzDDcoroh bags are. Know what they’re doing. 😼
Jupiter Portfolio tracks your holdings, DeFi positions, PnL, yield and airdrops across 190+ Solana protocols, all in one place.
Worth knowing. Worth using. 🪐 https://t.co/SbZZ6ydaNG https://x.com/jupitercat_st/status/2101567035058844065
## @OzDefi (Defi-the-Oz) · 09-20 05:27 · ♥71 ↻4 💬15 Hey I got an idea, lets take a nice safe CNT and put it on ETH, there smart contracts never get hacked.
Thanks a lot assholes.
base:0x3e31966d4f81c72d2a55310a6365a56a4393e98d https://t.co/fZhQymrQcf https://x.com/OzDefi/status/2101543828021027012
## @DamiDefi (Dami-Defi) · 09-20 12:35 · ♥75 ↻6 💬3 This guy just made an AI painting without using an image generator.
He gave GPT-6 Astra max effort and asked it to create a complex painting entirely through code.
The result:
→ ~68,000 individual brush strokes → No image model → No reference image → No hidden picture underneath → Pure code deciding where every stroke goes
Basically:
AI painting the image one stroke at a time.
This is a weird but important shift.
Instead of generating pixels directly, the model is generating the process that creates the pixels.
AI isn't just generating images anymore.
It's starting to generate the artist's instructions. https://t.co/kWY32aqvx4 https://x.com/DamiDefi/status/2101651338702839932