# DeFi — X 热门讨论 (2026-09-17 18:16 UTC)
## @shayne_coplan (Shayne Coplan 🦅) · 09-17 17:59 · ♥194 ↻20 💬74 Calling all crypto twitter.
I'm proud to announce that Jacob Horne @js_horne has joined Polymarket. He will be working closely with me on product, in particular making Polymarket DeFi great again.
Jacob is amongst the best product and innovation minds in crypto. Before this, he was CEO of Zora. He built multiple beautiful products (I was one of the first users of the first version in 2020). Now he's got the PMF and distribution of Polymarket. I'm so excited to work with him.
We'll be hosting a Polymarket DeFi town hall soon to hear from our longtime users and lay out the plan to make the Polymarket DeFi product the best it’s ever been. In the meantime, DM your feedback to @js_horne or me and we'll action it.
To the DeFi community, we know the performance of the onchain product has waned as we've scaled, and it hurts us to hear the frustration of the people who love Polymarket and have supported us for so long thinking we’ve pivoted all focus to US, but just know we're working behind the scenes to unify the products and make Polymarket better than ever, across all surface areas. https://x.com/shayne_coplan/status/2100645757917266236
## @itsdizcorvus (dizcorvus) · 09-17 17:27 · ♥115 ↻34 💬35 OpenCatz Integration with Clutch Labs Anvil AMM https://x.com/itsdizcorvus/status/2100637820939588014
## @CoinDesk (CoinDesk) · 09-17 17:29 · ♥140 ↻24 💬22 NEW: The CFTC issues a no-action position for passive software providers, shielding developers who build trading tools from having to register as introducing brokers, a key protection for DeFi and crypto software developers. https://t.co/AJIquL42mo https://x.com/CoinDesk/status/2100638269977272485
## @dinhturin (dinhxomgon) · 09-17 13:56 · ♥79 ↻4 💬85 Good night frens 🌙
One thing I find interesting about BitcoinFi is that the conversation is slowly moving beyond simply bringing BTC onchain.
The bigger question is what we can actually do with that Bitcoin once it arrives.
That’s where strkBTC on @Starknet comes into the picture.
BTC can move into Starknet and become usable across DeFi, while shielded modes can provide more control over what’s visible for certain activities.
I like the direction because it combines two ideas that don’t always get discussed together:
Bitcoin productivity + user privacy.
Still early, but this is the kind of BTCFi infrastructure I’ll be watching closely.
Good night everyone. Sleep well 🌙🛡️₿ https://x.com/dinhturin/status/2100584567937827157
## @MoneyPrinter0x (MP) · 09-17 16:41 · ♥102 ↻6 💬16 6 months later
the macro cycle thesis remains the same.
the biggest unlock this cycle will not be spot tokenized equities
it will be DeFi on tokenized equities. > 引用 @MoneyPrinter0x: DeFi on tokenized equities is not a thing yet,
But i'm calling it - it WILL be the biggest, most fundamental, breakthrough in the entire financial and societal space.
One day, Someone will make it possible for every market participant of this $600Trillion market to earn Yield on tokenized equities, to permissionlessly create structured products out of tokenized equities & earn from it, to create the most liquid, most distributive trickle-back decentralized economics that the world has ever seen.
The entire stock market has literally not been disrupted for nearly a hundred years.
The last fundamental innovation was literally stocks going electronic, NOTHING else.
Just the same middlemen fee model, IPO-ing for multi-hundred billions over and over again every year.
There is too much middlemen in the equities space. And as of this year, equities are finally coming onchain.
It doesn't take a genius to realize that we are on the precipice of something great. The same kinds of which that happened when the NASDAQ went electronic in 1971. The same kinds of which that happened when the NYSE went electronic in 1984.
But it does take a genius to create something that has never existed before. https://x.com/MoneyPrinter0x/status/2100626204789539138
## @seanlippel (Stablecoin Sean) · 09-17 17:09 · ♥92 ↻8 💬9 multiple ways to play the next leg of $STONK imo, and that's what makes this current DeFi innovation cycle so beautiful onchain:
- own $STONK itself and benefit from the fees + burn - own any of the pairs aligned with your community token of choice (ie $PURR for $HYPE enjoyers) and get paid directly in that asset - own solana:7Gh4XxuvvMLxxmryEFLAPkeuzrSTEB71eF9jx9FXQi3S for direct index exposure to the ever-changing top 4 coins on the platform - own solana:3RTC33FgYgtbhEzXdRgNb2oaVuGPTSyUMkwWPJLx7NBX on @PerpsPadfun for exposure to a 3x long on $STONK itself via @PhoenixTrade
i chose 3 + 4 because i'm a derivatives and hooks maxi
AFFIRM + ALIGNED
cc: @pointfarmcap https://x.com/seanlippel/status/2100633366546489659
## @moonbag (ray 🐂) · 09-17 16:50 · ♥87 ↻5 💬20 Aave Labs wants institutions to borrow stablecoins on V4 against Bitcoin that never leaves Anchorage.
That opens DeFi to the funds that can't touch self custody. https://t.co/PVeu3ZSjUg https://x.com/moonbag/status/2100628346606440642
## @zama (Zama) · 09-17 13:10 · ♥72 ↻15 💬9 DeFi incentives used to mean exposure: public leaderboards, visible rewards, traceable balances.
Not anymore.
Confidential incentive campaigns for confidential vaults are now live on @merkl_xyz, powered by Zama. Earn rewards without exposing your position.
Read more on our blog: https://t.co/DQrewYezGq https://x.com/zama/status/2100573005185274059
## @el_crypto_prof (𝕄𝕠𝕦𝕤𝕥𝕒𝕔ⓗ𝕖 🧲) · 09-17 15:46 · ♥72 ↻6 💬7 Bullish Altcoins on higher timeframes part 7:
$UNI (3W)
Uniswap has shown a clear deviation. Whilst I expect a bit of consolidation following this massive rise, this chart looks absolutely brilliant on a higher timeframe.
DeFi season is coming. https://t.co/169fkjrfez > 引用 @el_crypto_prof: Bullish Altcoins on higher timeframes part 6:
$HBAR (3W)
Hedera has been in this pattern since 2020, and so far every touch of the trendline has held.
As Altcoins generally look very strong from a TA perspective, I’d be surprised if HBAR weren’t also on the verge of a rally. https://t.co/0AMBXfGMtT https://x.com/el_crypto_prof/status/2100612409106853955