# DeFi — X 热门讨论 (2026-09-23 04:03 UTC)
## @AegisX_XDAO (AEGISX) · 09-23 00:35 · ♥162 ↻212 💬24 Web3 is moving beyond tokens.
The next chapter is about building financial infrastructure that connects liquidity, payments, and decentralized governance. Less speculation. More infrastructure. More real-world utility.
#AEGISX #Web3 #DeFi https://t.co/za7Zm2IPl2 https://x.com/AegisX_XDAO/status/2102557306877784254
## @D3_Finance_ (D³ Finance) · 09-23 01:00 · ♥146 ↻107 💬0 Decentralization is a process, not a button.
Real decentralized governance isn't about giving away every permission overnight. It's about: Different thresholds for different powers, Timelocks for major decisions, Transparent execution of critical fund movements. Decentralization is a process, not a button. #DAO #Governance #DeFi #D3Finance https://x.com/D3_Finance_/status/2102563605229306119
## @DucCryptoX (Duc Crypto) · 09-23 01:14 · ♥83 ↻1 💬76 Coinbase vừa thêm hình thức cắm $BTC vay USDC với lãi suất cố định.
Coinbase vừa tích hợp Morpho Midnight, cho phép người dùng thế chấp BTC để vay USDC với lãi suất và ngày trả nợ được chốt cố định ngay từ đầu, khác với kiểu lãi suất thả nổi thường thấy ở các nền tảng cho vay DeFi khác.
Toàn bộ khoản vay được xử lý on-chain trên Base, trong đó Coinbase phụ trách phần giao diện người dùng còn Morpho cung cấp hạ tầng cho vay phía sau. Đây là mô hình khá quen thuộc gần đây, sàn tập trung làm trải nghiệm còn giao thức DeFi lo phần lõi kỹ thuật.
Lãi suất cố định giúp người vay tính toán chi phí rõ ràng ngay từ đầu, phù hợp với nhóm người dùng muốn vay có kế hoạch thay vì chịu rủi ro lãi suất biến động theo cung cầu thị trường như hình thức vay truyền thống trên các giao thức lending phổ biến hiện nay. https://x.com/DucCryptoX/status/2102567121570144595
## @Yaaaati_M1 (Tarek_web3) · 09-23 00:14 · ♥71 ↻5 💬76 Early morning 🌅
$MNTD is coming to Robinhood, but the part I find more interesting is what this move connects.
@PlayOnMint is bringing its utility token to Robinhood Chain, alongside MintABear.
A few details matter here:
→ $MNTD has a fixed supply of 1 billion → 30% of the supply is reserved for community rewards → MintABear has a 4,444 supply and is also deploying on Robinhood Chain → $MNTD connects gameplay, XP, staking and MINT Status
What caught my attention is that MINT is moving both its token and NFT layer onto the same chain.
My analysis is that this can make the ecosystem easier to understand and build around.
Instead of treating $MNTD, MintABear and player rewards as separate parts, they can operate around the same network layer. That matters because the value of the token, the NFT utility and the player reward system can become more closely connected as the ecosystem grows.
The bigger picture is access.
Robinhood Chain gives MINT another network and another user base to build around, while putting $MNTD and MintABear closer to an ecosystem focused on tokenized assets and DeFi.
Personally, I think this is an important step for MINT because the ecosystem is starting to extend beyond the gameplay itself.
Now I am more interested in seeing what MINT builds around $MNTD and MintABear once they are live on Robinhood Chain. > 引用 @Yaaaati_M1: Early morning 🌅
Most people look at the odds first. I think the rules tell you more.
@PlayOnMint has a prediction market powered by Myriad Markets asking who TGEs first, MetaMask or Rabby Wallet.
Right now:
→ MetaMask 59% → Rabby 41%
But the part worth understanding is how the market resolves:
→ A TGE announcement alone does not count → The token must actually launch and become publicly tradable → There is no fixed end date, 2100 is only a placeholder → The market closes when one of the two tokens actually launches
You can trade your position before resolution, but the share price moves with the market.
Personally, I think this is a good reminder that in prediction markets, the resolution wording is part of the product, not a footnote.
The difference between announcing a launch and having a token actually live and tradable can change what the market is really measuring.
As prediction markets cover more crypto events, I think these details will matter more, because the outcome depends on exactly how the event is defined.
The headline gives you the question. The rules define the outcome. https://x.com/Yaaaati_M1/status/2102552022302302374
## @CryptoLakhan (Airdrop Hunt with Lakhan 🪂) · 09-22 19:32 · ♥72 ↻11 💬12 📢 Dawn Network Airdrop, Token & New Points Program Update 🎁
Dawn Network’s USD.infra Vault is now LIVE — and the Season 1 points program has officially started.
💰 Dawn has already raised $48.5M in funding, and now there’s another way to participate through the new vault.
Here’s The Setup 👇
🔗 Start Here: https://t.co/fKpHXZ86br
🔹 Deposit USDC → Receive USD.infra 🔹 Stake USD.infra → Receive sUSD.infra 🔹 Earn vault yield + Bytes during Season 1 🔹 Early participation may receive higher weighting 🔹 Lending & liquidity options can potentially provide higher multipliers
📅 Season 1: Sep 22 – Dec 22, 2026
Personally, I’m not planning to put a large amount into this.
Since the position is based around stablecoins, I’m comfortable putting a few dollars in just to participate and collect points/Bytes. Of course, stablecoins and DeFi still carry risks, so I’m keeping the amount small. 👀
🔗 Join Daw extension. 👇 https://t.co/zI10KAYd8S
🎯 The points program is expected to continue through multiple seasons, with TGE currently expected after Season 13 — potentially in 2027. > 引用 @CryptoLakhan: 💰 Dawn Network Airdrop New Points Program Is LIVE! 🌅
Dawn Network has introduced a new USD.infra Vault and Points Program. Here’s how it works 👇
🔗 Check Out👇 https://t.co/5cSZSQlf3t
1️⃣ Convert your local currency into USDC 2️⃣ Acquire USD.infra 3️⃣ Deposit USD.infra into the Vault and receive sUSD.infra, subject to the participation terms 4️⃣ Support digital infrastructure and potentially earn payments based on the applicable financing arrangements
Dawn will also provide more updates about the Token Date/TGE and the extension details 👀
🔗 Extension Join Guide👇 https://t.co/zI10KAYd8S
Season 1 is set to run for 13 weeks, so make sure you don’t miss the activity.
At this point, looking at the latest updates, Airdrop & TGE feels like 2027 😂
Are you still farming $DAWN? 🌅 https://x.com/CryptoLakhan/status/2102481145946611847
## @DeFi_Dad (DeFi Dad ⟠ defidad.eth) · 09-23 02:25 · ♥71 ↻5 💬9 Today, I noticed @DeriveXYZ launched a few new markets in beta, including one I've badly wanted for ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2. So I immediately entered an RFQ order for 7500 LIT call spreads $6/$10 Oct 30th but MMs weren't quoting this early...
Thankfully, I get by with a little help from my friends! I message @koolkrypto223 who has more than enough LIT and regularly fills RFQ orders on Derive.
Using the RFQ Maker on @DeriveXYZ, he fills my order for 7500 ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 call spreads $6/$10 for Oct 30.
Pretty cool seeing Derive in action! 😎 > 引用 @DeFi_Dad: 🎙️ New @Edge_Pod
🐂 Kool Krypto: The Story Behind The Anon DeFi Investor & Trader | What He's Betting On This Cycle
0:00 - Intro 2:25 - From mining BTC at 13 to fund manager 5:25 - Early to ETHLend and DeFi 7:38 - The poker game that led to a fund 10:26 - Is TradFi “in the arena” with DeFi? 14:17 - Early to onchain perps like GMX, HL 20:13 - Liquid fund, yield gen, and a little VC 23:28 - Why Kool doesn’t trade memecoins 28:01 - The DRV bull thesis 41:14 - Kool’s winning BTC call spread 45:58 - Pros/cons of Derive’s RFQ trading 50:14 - AI agents, a tailwind for options 52:50 - His onchain options trading tools 56:29 - Pros/cons of options vs perps 1:02:37 - Managing risk and closing trades 1:05:35 - Why Opulent October makes sense 1:11:12 - His viral ETH call spread on Derive 1:17:38 - Bull thesis for KNTQ 1:25:07 - Derive V3’s ability to list new markets 1:28:31 - What if HL/Lighter launch options? 1:34:19 - Why Kool remains bullish on LIT 1:38:24 - Closing
🙏 Thanks to @koolkrypto223 for joining us! https://x.com/DeFi_Dad/status/2102585102421111165
## @0xIT4I (IT4I) · 09-22 23:46 · ♥72 ↻0 💬5 Beautiful to watch how exotic pairs serve as an anti vamp system. Early meta leader -> proper coin that would have vamped it -> paired with it instead -> both sides win -> less rotational fear -> believers are rewarded. I have criticism on current efficiency which leads to high cost of speculation (bad routing, lack of liquidity incentives, depegging..) but the direction is leading us to an environment where more value is kept / created than drained.
Random midnight thoughts hope you all have a nice week. https://x.com/0xIT4I/status/2102545167269958054