# DeFi — X 热门讨论 (2026-09-25 16:44 UTC)
## @OMOREYY___ (Joe | ZEX 🔶) · 09-25 13:10 · ♥92 ↻0 💬115 I thought the interesting part of @starknet privacy was hiding my BTC balance.
Apparently, that was the easy part.
At first, I was thinking about one simple question:
How do I actually use my BTC onchain without selling it?
That led me to strkBTC: https://t.co/b5QTRjsFxB
Then I found shielding.
Then private swaps through @EkuboProtocol: https://t.co/HJCK4ggj10
But now I'm starting to see that the bigger idea isn't just private Bitcoin.
It's what happens when privacy becomes something applications can actually build around.
Take AI agents for example.
If an agent is going to move money on my behalf, I don't just want the transaction to be private.
I also need to know that it actually followed the instructions I gave it.
Because “trust me bro, the AI handled it” probably isn't the financial infrastructure we want. 😂
That's where @Chance_ caught my attention.
Chance checks an agent's proposed transaction against the mandate the user gave it before execution: https://t.co/CnGiod4ATR
So the interesting relationship becomes:
STRK20 → keeps the transaction private.
Chance → verifies that the action followed the user's intent.
And that made me look at Starknet differently.
Because privacy doesn't have to be a separate destination.
It can sit underneath swaps, DeFi, payments and eventually autonomous agents.
Even the ecosystem around it is starting to look more substantial than I initially assumed.
When I checked the current numbers, Starknet was sitting around $158M in DeFi TVL, with @EkuboProtocol around $22.5M, @vesuxyz around $12.8M and @endurfi around $8.6M.
I checked those numbers here: https://t.co/SmskfnYP36
I'm not taking those numbers as proof that everything is already mature.
I'm looking at them as a signal that there's actually something being built underneath the privacy narrative.
And honestly, that's the part I want to dig into next.
Because I haven't even gotten to the really technical part of how STRK20 actually works yet.
That's probably the next rabbit hole:
Using strkBTC and DeFi involves smart contract, bridge, liquidity and market risks. Returns aren't guaranteed. Do your own research and only use products you understand. > 引用 @OMOREYY___: The more I explore @Starknet , the more I realize that getting BTC onto the network is really just the beginning.
@gardenfi now powers the strkBTC bridge, so you can bridge BTC into Starknet and turn it into strkBTC without routing through a centralized exchange.
You can try it here: https://t.co/752eUlEG9o
But what happens after that is where it gets interesting.
You can put strkBTC to work across supported DeFi apps.
You can shield it when you want a more private balance.
You can swap it through @EkuboProtocol : https://t.co/HJCK4ggQQy
And while exploring the ecosystem, I also came across @StarkLaunchy , a new Starknet launchpad where trades route through Ekubo liquidity.
You can check it out here: https://t.co/s4LfYmiaNw
So the picture is starting to look much bigger than:
BTC → Starknet.
It’s more like:
BTC → strkBTC → DeFi → privacy → swaps → new markets.
That’s the part I find interesting.
The bridge isn't really the destination.
It’s the doorway into an ecosystem where Bitcoin can remain your Bitcoin exposure while becoming much more usable onchain.
I think the privacy side deserves a deeper look next.
Using strkBTC and DeFi involves smart contract, bridge, liquidity and market risks. Returns aren't guaranteed. Do your own research and only use products you understand. https://x.com/OMOREYY___/status/2103472186056962114
## @TheCryptooGuru (The Crypto Guru) · 09-25 15:59 · ♥109 ↻34 💬10 MEDXT BUILDING THE NEXT GENERATION OF HEALTHCARE & PAYMENT INFRASTRUCTURE🚀
➕ Medical Blockchain | 💳 Payments | ⚛️ Quantum Security | 🛡 Data Protection
📈 $MEDXT is building a blockchain-powered ecosystem focused on healthcare technology, secure data, payment infrastructure, identity, compliance, and cross-border transactions.
🔴 Medical Blockchain Secure and privacy-focused infrastructure for healthcare data and electronic medical records.
🔴 Payment Infrastructure MedXT is developing payment rails designed for faster, transparent and efficient transactions across borders.
🔴 Security & Compliance The ecosystem is designed around evolving security and compliance requirements, including HIPAA, PCI and CMMC.
🔴 Access & Identity Blockchain-based access control and identity infrastructure for secure data management.
🔴 Real-World Utility The ecosystem includes transaction infrastructure, staking & governance, interoperability, audit trails and marketplace utility.
♾ Let’s also highlight these partnerships within the MedXT / PayChainX ecosystem:
✅: Visa ✅: Mastercard Elavon ✅: CyberSource ✅: Zero Hash ✅: Propelr ✅: PAX Technology
🟢: $MEDXT CONTRACT 0x755d61b9acbc7fcc935e280291cd86cc1913af93
✅ : Website https://t.co/q9Ah8mOLkH + https://t.co/pbCpMVX4RE + https://t.co/je9quncjAw ✅ : Telegram https://t.co/2335P7ONDT 🚀 : X/Twitter https://t.co/MBjlnP5GW5
📊 : DEXTools https://t.co/Ehk81R2JDL
⚡️ Healthcare. Payments. Blockchain. Security MedXT is working toward an infrastructure layer designed for real-world digital adoption.
#MEDXT #Crypto #Blockchain #Healthcare #HealthTech #FinTech #Payments #Web3 #AI #Quantum #DeFi https://x.com/TheCryptooGuru/status/2103514732896673793
## @white_pori (Crypto Captain) · 09-25 15:58 · ♥109 ↻32 💬10 MEDXT BUILDING THE NEXT GENERATION OF HEALTHCARE & PAYMENT INFRASTRUCTURE🚀
➕ Medical Blockchain | 💳 Payments | ⚛️ Quantum Security | 🛡 Data Protection
📈 $MEDXT is building a blockchain-powered ecosystem focused on healthcare technology, secure data, payment infrastructure, identity, compliance, and cross-border transactions.
🔴 Medical Blockchain Secure and privacy-focused infrastructure for healthcare data and electronic medical records.
🔴 Payment Infrastructure MedXT is developing payment rails designed for faster, transparent and efficient transactions across borders.
🔴 Security & Compliance The ecosystem is designed around evolving security and compliance requirements, including HIPAA, PCI and CMMC.
🔴 Access & Identity Blockchain-based access control and identity infrastructure for secure data management.
🔴 Real-World Utility The ecosystem includes transaction infrastructure, staking & governance, interoperability, audit trails and marketplace utility.
♾ Let’s also highlight these partnerships within the MedXT / PayChainX ecosystem:
✅: Visa ✅: Mastercard Elavon ✅: CyberSource ✅: Zero Hash ✅: Propelr ✅: PAX Technology
🟢: $MEDXT CONTRACT 0x755d61b9acbc7fcc935e280291cd86cc1913af93
✅ : Website https://t.co/cMVeqGCPFr + https://t.co/bkNm2yN2IQ + https://t.co/7AuIdxaGPH ✅ : Telegram https://t.co/3IAzgM4lDW 🚀 : X/Twitter https://t.co/qEqPoxKnaJ
📊 : DEXTools https://t.co/bnpPfGAT9O
⚡️ Healthcare. Payments. Blockchain. Security MedXT is working toward an infrastructure layer designed for real-world digital adoption.
#MEDXT #Crypto #Blockchain #Healthcare #HealthTech #FinTech #Payments #Web3 #AI #Quantum #DeFi https://x.com/white_pori/status/2103514382512628208
## @Ayishah_Afreen (Alissa Becker Official) · 09-25 16:00 · ♥105 ↻31 💬10 MEDXT BUILDING THE NEXT GENERATION OF HEALTHCARE & PAYMENT INFRASTRUCTURE🚀
➕ Medical Blockchain | 💳 Payments | ⚛️ Quantum Security | 🛡 Data Protection
📈 $MEDXT is building a blockchain-powered ecosystem focused on healthcare technology, secure data, payment infrastructure, identity, compliance, and cross-border transactions.
🔴 Medical Blockchain Secure and privacy-focused infrastructure for healthcare data and electronic medical records.
🔴 Payment Infrastructure MedXT is developing payment rails designed for faster, transparent and efficient transactions across borders.
🔴 Security & Compliance The ecosystem is designed around evolving security and compliance requirements, including HIPAA, PCI and CMMC.
🔴 Access & Identity Blockchain-based access control and identity infrastructure for secure data management.
🔴 Real-World Utility The ecosystem includes transaction infrastructure, staking & governance, interoperability, audit trails and marketplace utility.
♾ Let’s also highlight these partnerships within the MedXT / PayChainX ecosystem:
✅: Visa ✅: Mastercard Elavon ✅: CyberSource ✅: Zero Hash ✅: Propelr ✅: PAX Technology
🟢: $MEDXT CONTRACT 0x755d61b9acbc7fcc935e280291cd86cc1913af93
✅ : Website https://t.co/qpfDKru3uc + https://t.co/UYZoAxP2gW + https://t.co/yM1cdijKq0 ✅ : Telegram https://t.co/N5jcGM2L5O 🚀 : X/Twitter https://t.co/sEPjLAcjXo
📊 : DEXTools https://t.co/RFGb85smxo
⚡️ Healthcare. Payments. Blockchain. Security MedXT is working toward an infrastructure layer designed for real-world digital adoption.
#MEDXT #Crypto #Blockchain #Healthcare #HealthTech #FinTech #Payments #Web3 #AI #Quantum #DeFi https://x.com/Ayishah_Afreen/status/2103514890862534782
## @bayozid2813 (Md Bayozid Bostami) · 09-25 12:58 · ♥73 ↻0 💬83 AI shouldn’t replace your thinking. It should sharpen it.
In a market full of noise, the goal isn’t to follow every signal.
It’s to understand the data, question the possibilities, and make your own informed decision.
That’s where Alphio AI fits in.
AI for better thinking. You stay in control.
#AlphioAI #AI #Crypto #Web3 #Trading #DeFi https://x.com/bayozid2813/status/2103469270357168304
## @Defi_Warhol (DeFi Warhol) · 09-25 14:39 · ♥76 ↻14 💬29 Tier List of TGEs Planned for Q4
S Tier:
@variational_io @inkonchain @jumperapp
A Tier:
@DecibelTrade @hibachi_xyz @xplaceapp @flop_labs @infiniFi
B Tier:
@0xSoulProtocol @predictdotfun @3janexyz @apyx_fi
C Tier:
@teneo_protocol @strato_net @voicecc
D Tier:
@xreign_app @CrutoxApp
Missing anything? https://x.com/Defi_Warhol/status/2103494728792903769
## @DamiDefi (Dami-Defi) · 09-25 15:46 · ♥102 ↻7 💬11 $ONDO JUST RALLIED 20%+ IN 24 HOURS, AND THE CATALYST IS HUGE.
Ondo just launched Intelligent Portfolios, with three onchain portfolio tokens built from strategies developed by BlackRock.
→ BLKHIon: High Income → BLKDIGon: Diversified Growth → BLKGRWon: High Growth
One token can now represent an entire professionally designed portfolio, with onchain transparency, rebalancing, and DeFi composability.
Ondo isn't just tokenizing assets anymore. It's tokenizing how people invest. > 引用 @Ondo: Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.
Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.
The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.
1. BLKHIon: Ondo High Income Powered by BlackRock
2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock
3. BLKGRWon: Ondo High Growth Powered by BlackRock
Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.
“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock
Ondo Intelligent Portfolios can unlock novel capabilities:
→ Programmatic rebalancing → Full composability with DeFi → Complete transparency onchain → Multiple asset classes in a single token
This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain. https://x.com/DamiDefi/status/2103511343982903311
## @Defi_Rocketeer (Defi Rocketeer) · 09-25 13:49 · ♥81 ↻9 💬22 Privacy sector will be a major trend just like RH
the last few months changed how i think about the Privacy sector.
Since the Oct 2025 market top, privacy has been the only major crypto sector still above that peak.
ZEC alone went from roughly #82 to the top 10 and is now up more than 2,000% YoY.
so i think of what does the privacy stack actually look like if trillions of dollars eventually move onchain?
and i think we’re watching 2 different theses compete for that answer.
[1] Privacy as money
This is the $ZEC / $XMR thesis.
You own an asset whose monetary network is designed around financial privacy.
The timing makes sense to me since AI makes blockchain surveillance dramatically cheaper.
Public ledgers were already easy to analyze.
Now models can continuously connect wallets, transactions, counterparties, behavioral patterns and offchain identities at a scale that previously required dedicated analytics teams.
That is uncomfortable for individuals.
For institutions, it becomes a business problem.
– a fund does not want competitors seeing its positions.
– a market maker does not want every flow mapped.
– a company does not want payroll, supplier payments or treasury movements exposed.
an institution moving $100M onchain probably does not want the internet watching what it does next.
i think institutional interest in privacy is fundamentally different from the privacy narrative of previous cycles.
Privacy is becoming financial infra, ZEC has captured this story extremely well.
The recent Grayscale @Zcash ETF launch only strengthened that institutional wrapper: ZEC crossed $1,000 shortly afterwards and entered crypto’s top 10.
But there is another thesis that I find even more interesting.
[2] Privacy as computation
Instead of building private money, make existing crypto programmable without revealing everything.
This is where ZK, viewing keys, stealth addresses, privacy pools and FHE become important.
Ethereum is clearly moving in this direction.
Its current privacy roadmap covers private reads, private writes and private proving.
More importantly, Ethereum researchers are now discussing protocol-level shielded pools, private txns on L1 and eventually FHE-supported shared encrypted state.
ZK is great when I need to prove something without exposing the underlying info.
FHE goes further in another direction: applications can compute directly over encrypted data.
That opens a much larger design space.
– Private AMMs.
– Confidential lending.
– Hidden positions.
– Sealed-bid auctions.
– Private payroll + Private RWAs + Private voting.
– Confidential token allocations.
– And eventually things much more crypto-native.
i’m already seeing the first versions.
@zama is probably the clearest FHE bet right now.
Its confidential USDC integration with Morpho + Steakhouse lets capital earn DeFi yield while deposit size, direction and timing stay encrypted.
GSR has also executed a confidential OTC trade on Ethereum using Zama.
@aztecnetwork is attacking programmable privacy through ZK.
Its latest Alpha V5 cut private proving times by more than 2x and already has private transfers, @aave yield through Nyx, bridges and early apps running.
@RAILGUN_Project brings privacy directly into existing Ethereum DeFi rather than creating a separate financial world.
Ethereum itself now lists Railgun, @fluidkey, Privacy Pools/0xbow, Kohaku and other privacy tooling in its eco.
I expect the same speculation cycle we see everywhere else to appear here too.
– Private memecoins where holder balances are hidden.
– NFT collections where ownership or trading activity can be selectively disclosed.
– Games where hidden state is actually possible onchain.
– Prediction markets with private positions.
– Dark pools.
– Sealed token launches.
– Private governance.
Aztec already has Raven House for private NFT trading and a version of Dark Forest built around hidden onchain info.
and Zama’s ERC-7984 standard already makes confidential fungible tokens possible while keeping balances and transfer amounts encrypted.
So yes, I think privacy memes and privacy NFTs eventually happen.
But I’m much more interested in what happens when DeFi starts hiding info that should never have been public in the first place.
There is also one a16z idea I keep coming back to.
Privacy creates lock-in.
Public assets are easy to bridge because the state is already visible.
Secrets are different.
When I move from one private environment to another, timing, amounts and other metadata can expose info.
According to a16z’s Ali Yahya, “bridging tokens is easy, bridging secrets is hard.” That makes private ecosystems potentially much stickier than normal L1s.
I think this has a major implication for investors.
If privacy becomes important enough, the winning network can accumulate private state.
Once enough encrypted state and applications depend on each other, moving somewhere else becomes much harder.
That makes the current competition much more interesting than another L1 rotation.
My watchlist is therefore split into two buckets:
– Private money: $ZEC, $XMR.
– Programmable privacy: $ZAMA, Aztec, RAILGUN, Privacy Pools/0xbow, Fluidkey and the broader Ethereum privacy stack.
That’s probably the privacy trade i care about most from here.
DYOR. https://x.com/Defi_Rocketeer/status/2103482043820921072
## @JohannKerbrat (Johann Kerbrat) · 09-25 15:02 · ♥79 ↻6 💬28 Heading to Korea Blockchain Week. It’s been an exciting & busy time for @RobinhoodCrypto, with lots to talk about onchain and off.
Ready to keep the conversation going during a fireside chat on 10/1 moderated by @CamiRusso from the @DefiantNews, alongside Eddie Zhang (@epic_edge_) from @arcus_xyz, talking DeFi, tokenization, and where we fit in.
Anything you want us to cover? Let me know in a reply. See you there. https://x.com/JohannKerbrat/status/2103500278104481833