# DeFi — X 热门讨论 (2026-09-16 08:25 UTC)
## @Yosefphr (MORI) · 09-16 04:55 · ♥81 ↻4 💬78 Privacy Needs To Scale With What We Build
▪️One thing I find interesting about @BeldexCoin is that the privacy conversation is starting to move beyond the native asset.
▫️A privacy network becomes much more useful when its architecture can support the kind of applications people actually want to build.
That means thinking about more than sending $BDX.
It means:
→ balances that applications can work with naturally → assets that can have privacy built into their transfers → infrastructure developers can build around → and eventually, smart contracts operating in a privacy-focused environment
The roadmap around account-based addresses and confidential assets is interesting for exactly that reason.
It suggests a shift from:
How do we make one asset private?
toward:
How do we make privacy work for an entire application economy?
And that distinction matters.
▪️Because if DeFi, payments, digital assets and dApps continue to grow, privacy can’t remain limited to one type of transaction.
It needs to scale with the things being built on top.
The EVM sidechain is still a future roadmap item, so there’s plenty left to prove.
But I think the architecture being planned is worth watching.
The next chapter of privacy may not be about creating another private coin.
It may be about making privacy-compatible infrastructure for everything that comes after.
That’s the Beldex direction I’m watching. https://x.com/Yosefphr/status/2100086194486829470
## @Defi_Rocketeer (Defi Rocketeer) · 09-16 05:35 · ♥96 ↻12 💬38 Arc just went live on mainnet, activity heated up fast, and my pre launch shortlist is starting to get tested by the market.
a few days ago, i could only look at product, liquidity design, founder activity, and early traction. Now we finally have real data to look at.
>> $LIFT, the native token of @liftdotfun itself, also went live after mainnet .
i’m seeing impressive growth from $LIFT | MC $7.17M | 24h Vol $1.03M | LQ $108.6K .
>> $DEPEG is also up ~9x from around mainnet | MC $902K | 24h Vol $104.6K | LQ $38.1K .
>> $ARGUS / @Arguspad ~11.8x from the start of mainnet | MC $27.6M | 24h Vol $17.5M | LQ $558.8K .
>> $TOLLY / @TollyLabs ~6.9x from the start of mainnet | MC $12.3M | 24h Vol $7.3M | LQ $318.1K .
>> $DEPEG / @liftdotfun ~3x from around mainnet | MC $902K | 24h Vol $104.6K | LQ $38.1K .
i’m still tracking @minarafun , @TradePools , and @akadotfun for the next shortlist update.
Congrats guys, take some profit and let the rest keep running.
Things are just getting started.
➡️ One more thing: if you want to buy $LIFT, I’d buy it directly on @liftdotfun.
Slippage there is around 1%, while buying through Fomo can cost you around 25% -49% in slippage depending on the time.
NFA. > 引用 @Defi_Rocketeer: the "next PONS" on @arc may not be the biggest name before mainnet
before mainnet, what I can mainly evaluate is still the product, how liquidity is launched, founder activity, and the first signs of traction.
but #Arc is changing too fast for me to treat any current ranking as a final conclusion.
The group i’m digging into the most right now:
>> @liftdotfun : $DEPEG became the first token to graduate on the pad. The team has kept shipping pretty consistently before mainnet, from the trading UI to integrations and flows for early users.
>> @minarafun : notable for its Uniswap V4-based launch approach; I want to see how this model performs once real liquidity starts flowing into Arc.
>> @TradePools : still on my shortlist, but mainnet will be when there’s more data to evaluate it more clearly.
>> @akadotfun : a different MemeFi direction compared with most pure launchpads, so i’m keeping it on the radar to see whether this narrative can attract users.
>> @Arguspad : already had activity before mainnet, so this is one of the names I want to keep tracking once real volume starts showing up.
>> @TollyLabs : a fairly different model that skips the bonding curve and sends tokens straight into locked USDC liquidity, currently one of the designs i find most interesting.
i’m still not sure which name will be the winner among them.
after mainnet, this ranking will start being decided by things that are harder to fake:
- whether liquidity stays. - whether volume holds up. - whether users come back. - whether new launches keep coming. - whether teams keep shipping fast after the hype cools down.
i’ll keep updating this shortlist. The Arc launchpad war is just getting started. https://x.com/Defi_Rocketeer/status/2100096100317454473
## @Blonskr (Blonskr) · 09-16 07:56 · ♥81 ↻20 💬33 我做了一个基于TapeOut的开源浏览器内核Tapekit，它可以让任何一个普通浏览器、或者拥有TapeKit内核的APP实现不经过任何云服务、不经过DNS解析的前提下，使用tape:// 直接从 BNBChain上把整个网站读出来并当场做链上代码安全验证！任何人只需要通过内置TapeKit的App，就可以访问基于BNBChain L1的可验证安全网站。我称之为DeWEB去中心化网站。
从此，世界上再也没有任何组织和机构，可以阻挡你访问任何网站。除非，BNBChain在这个世界上彻底消失。 从此，你再也无需惧怕任何高风险钓鱼或者恶意授权钱包的网站，因为，你只需要访问在前端上链且被 安全验证标识 的Dapp或者Defi即可！
它是怎么实现的呢？ 你只需要在地址栏里输入 tape://4246.0或者 #4246@0 就像输入一个网址一样，回车就打开了。任何内置了 Tapekit 内核的浏览器或 App 都是这样，不用注册、不用装插件、不用配置节点，输入这串地址就能打开对应的链上网站。 理解起来也不复杂，其实 #4246@0 的意思是 “0 号处理器上的第 4246 号电路”，TapeKit内核用这两个数字直接算出这枚通过HashPort开通的TapeOut上的电路容器路径，然后去 BNBChain上把这个TapeOut电路容器里存储的网页文件一块一块读回来，每读一块都同时问几家互不相干的节点，答案一致、哈希对得上就显示出来了。整个过程没有任何中心化服务器参与，读的所有路径都是基于BNBChain本身。
为什么谁也屏蔽不了呢？这个网站不在任何一台中心化服务器上，它是 BNBchain账本上的一部分，全球几千个节点各存一份，你能连上其中任意两家，页面就出来了。传统网站要屏蔽只需要屏蔽一个 IP 或一个域名；而彻底开源的TapeKit这里没有 IP，没有域名注册商，也无需DNS解析域名，4246.0 也不是谁登记出来的名字，而是一个TapeOut的电路容器路径，不存在被任何人阻挡或"吊销"的可能。 为什么谁也控制不了呢？能改这个网站内容的，只有持有第 4246 号电路容器 的那个钱包。HashPort、TapeOut甚至币安官方，都改不了。
为什么确定不能被篡改呢？文件的内容被写进了BNBChain上，写进去那一刻起就和这条链的数据绑定，改动需要整条链回滚，这基本不可能发生。持有人可以发布新版本，但每个版本都留在链上，浏览器每次打开都会核对哈希，任何对不上的内容直接拒绝显示，所以你看到的要么是持有人发布的原样内容，要么什么都不显示，不存在"被换成假页面"这第三种可能。
举个例子：一个技术团队做了一个 DeFi 前端，把整套网页上传到自己TapeOut的电路容器里，得到 `4246.0` 这个地址。从这一刻起，全世界任何一个内置 Tapekit 内核的浏览器，输入 `4246.0` 就能打开它，不可能被 DNS 劫持，不可能被任何组织、公司或机构单方面屏蔽或替换，能改它的只有电路容器的主人。这就是把网站存到 HashPort 的意义：网站上链，永久可达，用户的安全可验证！
开源TapeKit浏览器内核地址：https://t.co/81494DUo7R 我今天放学后，会录制一个我本地视频。
@cz_binance @heyibinance @nina_rong @BNBCHAIN @theunipcs https://x.com/Blonskr/status/2100131602714288258
## @worldoffisher (FISHER ✨) · 09-16 06:59 · ♥72 ↻7 💬56 RWA narrative is getting bigger.
But $ONDO is the kind of project I’m watching closely.
Why?
Because tokenizing assets is only step one.
The real alpha is making those assets usable across DeFi.
Trade them.
Use them as collateral.
Put them to work.
That’s when RWA becomes serious infrastructure. https://x.com/worldoffisher/status/2100117228570214708
## @BigSultaNo1 (SuLTaN) · 09-16 06:54 · ♥71 ↻10 💬27 I must say that Building publicly is better than building silently as a creator sometimes;
Why?
Those who make the loudest noise gets the attention and a perfect example is someone that flexes his Wins on the TL, someone who does a public accounting of his accomplishments out here.
- When you post PNLs of bullish Memecoins /Launchpads , you have traded and took profit successfully, you will get multiple DMs from other memecoin projects who are willing to pay you to shill their tickers or give tokens so you are also bullish on them.
- When you predict on a Prediction platform and flex your wins, you might as well sign longterm patnerships with other platforms who are just building and in their early stages.
- When you make a viral tweet about a defi project you love it’s Tech, other RWA ,Defi projects will reach out to you requesting you gave your opinion about their projects and might as well earn you a collab with them.
- When you make a viral Video content for a platform or product , you definitely will get other platforms to reach out to you just so you can replicate the same thing for their products too and of course not for free.
This is an opinion, you might want to give your perspectives , i am here to listen and learn too but i think Building publicly in this industry will earn you more. https://x.com/BigSultaNo1/status/2100116163946557534
## @JefferyCrypt (JΞFF🧸) · 09-16 06:13 · ♥79 ↻6 💬23 The next big DeFi infrastructure layer might be selective disclosure
Hide your positions from competitors
Prove what you need to regulators, auditors and counterparties
That is the actual institutional product > 引用 @zama: Confidential DeFi at scale, live today.
Zama is the fastest growing confidentiality protocol for onchain finance.
Today, Zama expands confidential access to 16 curated yield vaults across 5 institutional curators and 5 assets: USDC, USDT, AUSD, WBTC, and tGBP, all deployed on @Morpho.
The same trusted curators and strategies that institutional capital already uses, now with confidential entry.
Alongside the vaults, the Zama Confidential Swap Protocol goes live. Swap between confidential assets without exposing intent or size.
Curated by: Armitage by @wintermute_t, @Bitwise, @flowdesk_co, @RockawayX, @SteakhouseFi
Access: @Morpho, @utila_io, @yield_xyz, @zerion
Incentives: @pendle_fi, @merkl_xyz
With support from: @Tether (USDT), @BitGo (WBTC), @tokenGBP (tGBP), @withAUSD (AUSD)
Shield, send, deposit, earn, and swap, all confidentially at: https://t.co/u8HcSVa8dH https://x.com/JefferyCrypt/status/2100105759409193316
## @Lunevia_ (LUNEVIA) · 09-16 05:30 · ♥87 ↻2 💬2 Long wallet addresses work, but they’re not exactly the easiest way to receive money.
That’s where defi ID® comes in.
@deficom gives your account a memorable identity, such as https://t.co/etKbogARqr, so you can receive payments without sharing a long wallet address.
And that identity sits within a self-custodial account designed for receiving, moving, converting and spending money from one place.
Less address-checking. More simply sharing your identity.
Get early access → https://t.co/8bGtdcccRX https://x.com/Lunevia_/status/2100094853262561435