# DeFi — X 热门讨论 (2026-09-30 09:18 UTC)
## @ethena (Ethena) · 09-30 08:46 · ♥159 ↻23 💬20 Standard Chartered has initiated research coverage of Ethena.
They forecast potential USDe growth of ~8x in the next 2 years as the convergence of DeFi and TradFi accelerates.
Unclear why they are so bearish, but worth a read regardless: https://t.co/JlzXqrqc07 https://x.com/ethena/status/2105217753640800517
## @Kriptobliss (kripto) · 09-30 08:10 · ♥98 ↻0 💬59 Bitcoin doesn't have to stop at “hold.”
strkBTC gives BTC a path into Starknet:
Bitcoin → Garden Finance → Starknet → DeFi.
From there, strkBTC can be used for lending, borrowing and trading, while supported activity can also use shielded mode.
That's the part of BTCFi I find worth watching:
bringing Bitcoin liquidity into DeFi without treating visibility as an afterthought.
@Starknet https://x.com/Kriptobliss/status/2105208567351407096
## @7777chu (初七 Seven 🍌) · 09-30 07:07 · ♥73 ↻0 💬75 隐私DeFi最尴尬的，不是没人会加密。
而是隐私一开，流动性也被切进了另一套池子。
@Starknet 最近上线的私密兑换，解决了一个很关键的问题：
私密兑换与公开兑换，使用同一套流动性。
这件事比“把交易藏起来”更重要。
如果隐私用户只能进入独立资金池，参与者更少、深度更薄，资产也更难继续进入其他DeFi应用。隐私有了，但市场被割裂了。
Starknet的思路不同。
它通过STRK20，把隐私做成现有DeFi之上的一种可选状态，而不是重新建立一个与公开市场隔离的系统。
strkBTC是Starknet上第一个使用STRK20隐私能力的资产。
BTC可以从自己的钱包通过Garden进入Starknet成为strkBTC，再由用户选择保持公开或开启屏蔽，并进入支持的交易、质押及其他DeFi路径。
需要隐私时，用户可以使用支持的私密兑换路径，减少余额、路线和策略的公开暴露；但不需要为了隐私，主动离开现有的流动性环境。
这背后的意义是：
公开与屏蔽不是两个互不相干的市场，而是同一个DeFi环境里的不同使用状态。
隐私不应该让资产失去流动性和可组合性。
它应该在资产仍然可用的前提下，把“公开多少”重新交给用户决定。
这才是 @Starknet 最近一直在讲的：
Privacy that works for crypto.
直达链接：https://t.co/JjGhLRZCAF https://x.com/7777chu/status/2105192779949437255
## @Web3Bish0p (DEFI - BISHOP) · 09-30 07:47 · ♥82 ↻10 💬14 TP in the dream. TP in real life.
Good morning. https://t.co/lge4qzCwvI https://x.com/Web3Bish0p/status/2105202799180947717
## @sundaypeter8110 (sunday peter π) · 09-30 05:13 · ♥75 ↻14 💬1 Pi appears on the traditional stock exchange:
Normally, to own Pi, people have to mine it on their phones or trade it through a crypto wallet or crypto exchange.
Now, investors in Sweden and Europe can buy a listed security (called an ETP) that tracks the price of Pi directly in their brokerage account, with no need to create a wallet or hold cryptographic keys.
The financial firm backing it:
To sell this security to investors, Valour/DeFi Technologies steps in and holds Pi as underlying collateral.
Credibility and media exposure:
This event shows that Pi Network is starting to attract the attention of traditional financial institutions and is being included in publicly traded investment products.
💥The SEC has not recognized or approved Pi Network:
The SEC merely receives public filings from DeFi Technologies (as the company is listed on a U.S. exchange). The SEC has not issued any document "confirming Pi's credibility" or "licensing Pi."
💥Pi Network is not listed on a U.S. stock exchange:
It is an intermediary financial firm that created a security tracking the price of Pi; the Pi Core Team itself has not listed on the stock exchange. https://x.com/sundaypeter8110/status/2105164163072889197