# DeFi — X 热门讨论 (2026-09-19 14:27 UTC)
## @Arpon_360 (Arpon) · 09-19 12:58 · ♥80 ↻1 💬83 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 > 引用 @Arpon_360: Bitcoin has always been easy to hold.
The harder part is actually doing something with it without giving up custody, privacy, or BTC exposure.
That’s what got me looking at @Starknet and strkBTC.
strkBTC brings BTC into Starknet as a wrapped asset that can be redeemed for native Bitcoin, giving BTC holders a way to explore the Starknet ecosystem without simply selling their Bitcoin.
The privacy part is what really caught my attention.
You can keep things transparent when you want, or shield balances and transactions when you want more privacy.
So the idea becomes pretty simple:
→ Keep your BTC exposure → Move it onchain → Use it across Starknet DeFi → Stay transparent when needed → Shield activity when privacy matters
And there’s more coming around this.
Future plans for shielded lending, trading and yield could give BTC even more ways to be useful onchain without making every move completely visible.
For a long time, Bitcoin has mostly been treated as something you buy and leave alone.
Buy. Hold. Wait.
But it doesn't have to stay that way.
The interesting part of bringing BTC into ecosystems like Starknet isn't changing what Bitcoin is.
It's giving it somewhere to actually do something.
And privacy makes that even more interesting.
Not every transaction needs to be hidden.
Not every transaction needs to be public either.
Having the choice feels like the important part.
BTC can stay BTC while becoming more usable across DeFi.
That’s the direction I’m watching with strkBTC. https://x.com/Arpon_360/status/2101294839119900916
## @0xcryptowizard (0xWizard) · 09-19 12:32 · ♥91 ↻22 💬20 观察 zama 未来发展，有两个维度可以思考：
1️⃣ 横向：成为大部分defi的标配
目前正在陆续整合，tvl也因此飙升到80m+，未来观察是否能成为大部分链上defi的隐私插件，我认为这个并不难。
当初建仓zama，其中一个考虑就是，zama提供的隐私选项并不需要用户离开熟悉的链和应用，而是将隐私作为乐高插件，融入这些链和应用内。
2️⃣ 纵向：成为机构rwa上链的选择
目前还是大部分由散户资金，在已经整合了zama隐私的defi协议（如morpho等）在实验。
后续更大的tvl（百亿甚至更多），来自于这轮牛市最重要主题，rwa上链。
当机构参与链上rwa时，考虑合规和隐私的权衡，很可能会选择zama。
3️⃣ 当前观察：
我认为zama现在开局已经很好的在执行横向策略，为纵向策略铺路。
如果你考虑隐私这条线，最纯粹的选择，就是zama，他已经用80m+tvl证明了产品的可行性。
而机构上链，则是真正的高潮部分，我们拿好观察就好。 > 引用 @0xcryptowizard: zec = bitcoin with privacy zama = ethereum with privacy https://x.com/0xcryptowizard/status/2101288418483519787
## @bi_9527zx (DeFi狙击手 | Ai🕊️) · 09-19 12:19 · ♥75 ↻4 💬61 太多人对手机量化感兴趣了，收到了很多的私信。
我们社区真猛啊，wallet v霸榜的全部是我们。
我的跑了2天收益14.53%这是真爽啊，社区的猛人一天都跑翻倍了。
看来自动量化交易真的是未来。 https://t.co/LMwfhZxPoy https://x.com/bi_9527zx/status/2101285140588802409
## @tbros6868 (Mia Onchain) · 09-19 08:13 · ♥74 ↻6 💬58 The interesting part about @agenticscredit isn’t just paper trading.
It’s the attempt to turn repeated decisions into a financial reputation. Consistency, drawdowns, risk and live performance can build an ACS record that lasts beyond one profitable session.
That creates a clearer path:
trade → build history → qualify for capital
Still early, but AI agents will need more than strategies. They’ll need a track record that others can verify #AI #DeFi https://x.com/tbros6868/status/2101223187908620488
## @strivex_ (Ledger Man 🎩) · 09-19 09:53 · ♥70 ↻9 💬52 $XRP demand may be about more than speculation.
21Shares says growing XRPL activity—from payments and stablecoins to DeFi and tokenized assets—could increase XRP demand through fees, reserves, and bridge transactions.
And the countdown is real!
$REAL is gearing up for a major CEX launch on a global exchange handling $8.2T+ in annual trading volume.
📅 Exchange reveal: Sept. 21 📈 Trading opens: Sept. 28
Another major milestone for the RealBriefly ecosystem.
Stay ready.
Visit https://t.co/8fcX4HIcaU for updates. > 引用 @Realbriefly: 🌍 ONLY 7 DAYS UNTIL REAL TOKEN GOES LIVE ON A GLOBAL CENTRALIZED EXCHANGE PROCESSING MORE THAN $8.2 TRILLION IN ANNUAL TRADING VOLUME!
The exchange will be officially announced on September 21, with trading access opening on September 28.
This marks another major expansion for the RealBriefly ecosystem—the largest decentralized media network on the XRP Ledger, powered by 600+ independent journalists and serving more than 36,000 daily active readers.
Real Token is currently avaliable on; $REALToken/USDT (MEXC): https://t.co/0mcFjDUHGK REAL Token (XRPL DEX): https://t.co/2dKpnX2qRQ https://x.com/strivex_/status/2101248378038567185
## @DamiDefi (Dami-Defi) · 09-19 13:48 · ♥84 ↻11 💬2 The 10-year Treasury hit 5.04% on Tuesday. Highest since July 2007. Six years ago it was 0.51%.
The Fed hiked the next day, first increase in three years, and yields eased back to 4.93%.
Oil above $100 and companies borrowing hard to fund AI are both pushing the long end up. https://t.co/0dOEE0Rrqr https://x.com/DamiDefi/status/2101307327538421811
## @FabianoSolana (fabiano.sol) · 09-19 13:08 · ♥79 ↻1 💬20 This is the first defi token of @LaunchOnSF
Current problem with stonk tokens:
You get rewards, want to buy more of the token but pay 3% tax every time
$brrr vaults fix that
1. Deposit the coin 2. Get an aToken 3. Keep earning while it stays liquid
ps. this is not paid! DYOR https://t.co/k3mfeYTZGf > 引用 @FabianoSolana: .@LaunchOnSF is a game changer
Yesterday everyone was shilling $UNI
So I was looking for a UNI paired memecoin and found this one
I randomly invested $1,000 before sleep, and when I woke up I got $60 in $UNI
Which pumped to $100
So, in just 1 night,m I got back 10% of my initial investment https://x.com/FabianoSolana/status/2101297397414396130