# DeFi — X 热门讨论 (2026-09-13 05:38 UTC)
## @ShetolIslam (S h e t o L) · 09-13 04:35 · ♥115 ↻5 💬126 good morning gm ☀️
i’m not waiting for the perfect moment to begin.
today, i’m choosing action even when the path feels uncertain.
every lesson, setback, and small win adds something valuable.
my pace may change, but my direction stays clear.
another morning, another opportunity to move closer to my goals.
one of sleepagotchi early backers helped run a $2 billion crypto fund.
santiago r. santos led defi bets at parafi capital, including aave and the graph.
before crypto, he worked in investment banking at jp morgan.
he's personally backed over 150 crypto startups across the last decade.
that's not a random influencer throwing money at a trending narrative.
it's someone who screens projects the way analysts screen public stocks.
he joined @sleepagotchi seed round alongside 6th man ventures and shima capital.
serious backers don't guarantee success, but they do filter out obvious nonsense early.
capital like this usually goes where the underlying thesis actually holds up.
does the caliber of @sleepagotchi investors change how seriously you take the project?
gSleep gSleepagotchi $SLEEP https://x.com/ShetolIslam/status/2098993954436108310
## @0xsunnhi (Sunnhi) · 09-13 04:55 · ♥92 ↻5 💬104 One part of @BeldexCoin I have not looked at enough is its upcoming EVM-compatible sidechain.
The idea is pretty interesting.
Instead of asking developers to learn an entirely new environment, Beldex wants them to use familiar Ethereum tools while building on top of privacy-focused infrastructure.
The current roadmap points to a sidechain testnet in Q2 2027, with mainnet expected later in 2027.
What matters to me is the order they are taking.
Build the privacy foundation first.
Then bring smart contracts, DeFi, marketplaces and other apps on top of it.
If that works, privacy becomes part of the architecture rather than another feature developers have to add later.
That feels like a much bigger direction than simply building another private transaction network. https://x.com/0xsunnhi/status/2098998859452346632
## @graildoteth (Grail.eth) · 09-12 19:42 · ♥72 ↻12 💬10 Everyone will robinhood:0xa3b6aee90017b72c0812dc1e013de70eb2917ba3 on what's shaping up to be the YFI of onchain equities.
One of the most undervalued gems on the market, though it's starting to reprice fast now.
@EARNONHOOD is bringing something genuinely new to the market: Omnipools, a new DeFi primitive the team is building markets around.
The team is basically creating from scratch what looks to be the yeild layer for the entire onchain equity market, and the only project I've seen building this out.
Omnipools are decentralized, tokenized buckets/vaults made up of 8 different onchain equities and tokens, paired together and sharing the same liquidity pool. Anyone can create one, and the omnipool earns fees from the liquidity routed through it.
These composable pools started with onchain equities initially, but now you can add any kind of crypto token to create unique asset buckets that earn yeild. It looks like new markets are being built around these, such as built-in leverage, allowing even more ways to earn yeild on these pools.
Protocol fees from the pools are now routed back into buying and burning, so as volume scales, the token will start to feel the impact.
Token holders can also stake to "earn" a healthy APY, paid out in the token. Right now it's sitting at about 32%, though that figure adjusts every few days.
Ofc you can also participate directly in the protocol by creating your own Omnipool or adding assets to someone else's, earning yeild on those assets. If you hold any onchain equities, this is a no-brainer as you go from ZERO yeild to a very substantial yeild. Some new markets are coming online where you can take leverage to significantly boost yields, though this isn't live yet.
My take here:
Sometimes the best runners are slow cooks. And this is a slow cook that is starting to heat up.
This sat around a $2M cap for weeks, then exploded upward. It's at 6-7M FDV, and it's going to go a lot higher -- maybe not all at once, but it's going to steadily, surely get there.
Dev is anon but is cooking up more than most full teams of doxed devs are. That hindered the initial growth phase, especially after a rather disastrous interview on @MCGlive where the founder/dev didn't want to dox yet and used a voice synth in the video.
Price crashed hard after that. But @0xTharmas kept shipping, and it looks like the market is starting to see that.
But thanks to that, the market cap crashed from 4-5M back to 1-2M and stayed there for weeks.
My thesis:
Onchain equities as an asset class will only grow in importance over the coming weeks, months, and years. As the TVL in onchain equities grows, so will the demand to earn YEILD on those assets.
And @EARNONHOOD is building that very yeild layer. As the market grows, I expect this protocol to only grow with it.
I'm looking to accumulate the serious LONG TERM infra stack on RHC. While EARNONHOOD may not be as sexy as some other short-term narratives, it is a quality protocol that will see tremendous growth as onchain equity adoption accelerates.
Buy now and hold, or regret it later.
This is one of my 'don't touch' bags.
I fully expect to eventually climb into the 9-figure market cap, and there is even a path to 10 figures here as the entire market explodes upward.
I see this as the 'don't fuck up by selling' trade.
If I can hold my bags, whatever other stupid trading mistakes I make won't matter.
And yes, just so it's clear here, I own a bunch of this I've acquired between 2M and 6M, bought over the weeks (even today), so I'm a bag holder and will continue to be a bag holder. > 引用 @EARNONHOOD: $EARN burns are accelerating as the Omnipool network expands.
Omnipools let you turn a portfolio of assets into yield-generating liquidity.
As more users put their tokens to work, liquidity deepens, volume grows and more fees feed the burn flywheel. https://t.co/t7avmdSqS4 https://x.com/graildoteth/status/2098859710753718627