# Solana DeFi — X 热门讨论 (2026-10-10 09:38 UTC)
## @kashdhanda (kash) · 10-10 05:23 · ♥123 ↻2 💬26 need your feedback 🙏
new homepage experiment is live on https://t.co/bCYe1xdQcq
wdyt? https://t.co/9tyEhjGJ7k https://x.com/kashdhanda/status/2108790377935478858
## @Adaminssane (Adaminssane | N1 Affiliate ⚡) · 10-09 17:03 · ♥51 ↻6 💬16 N1 Is Cooking Something Bigger Than You Think: Most People Still Haven’t Seen What N1 Is Building!
N1 is starting to show up everywhere.
More people are discovering it and jumping on board, but many haven't realised what the team is cooking behind the scenes.
N1 Prime is the big piece everyone is waiting for. Shared collateral. Connected liquidity. Deeper books. https://t.co/9mbRf2MBPM
But N1 Prime is only part of the picture. → TCGX is already live (The first trading-card index market). → Custom oracles for more exotic markets. → MCP bringing AI agents into trading. → Prediction markets and equity perps expanding the possibilities.
And look at who's behind N1. Founders Fund, Multicoin Capital, Kraken Ventures, Amber Group, GSR, dao5... These aren't the only names, but they show the level of investors backing the project. https://t.co/MQ0RVTWaEi
The team has serious technical and trading experience too, before N1, they built a high performance on chain orderbook on Solana. Their backgrounds span Morgan Stanley, DFINITY, Morpho and Solana. They're not just launching another perp DEX, they're building the infrastructure around trading itself. https://t.co/innMkCDeUS
While competitors come and go, N1 is still building even helping eligible traders affected by recent exchange shutdowns find a new home. https://t.co/pWoIYi6TKF
The real question isn't what N1 has launched today, it's what all these pieces could become when they connect?
Don't be the last to discover what N1 is building!
If you haven’t joined yet, come experience it with us.
⚡️ I’m an N1 Affiliate! My Referrals Get 10% More Points Bonus + 5% Fee Discount 🔗 https://t.co/D969fG6c3T
#N1 #N1Chain #N1Prime @N1Chain @dima_null @davidfucius @JulesXBT @_snaerr #Perps #DeFi > 引用 @Adaminssane: Tough times for a lot of teams, but N1 is still building.
N1 Prime could be very interesting to watch.
Big respect for supporting traders affected by recent closures!
#N1 @N1Chain https://x.com/Adaminssane/status/2108604372510761416
## @LagyADA (Alex Lagi) · 10-09 21:16 · ♥50 ↻11 💬2 Midnight Tests Private DeFi Access From Solana Wallets
Solana wallets can now reach Midnight’s private DeFi on testnet. No second wallet.
Backpack and Nightly are live in the test environment. Sebastien Guillemot, CTO of the Midnight Foundation, showed it on October 6 at the Solana Summit in Singapore: private swaps and private DeFi from the Solana wallet users already have.
Midnight supplies the privacy. Zero-knowledge proofs, shielded assets, selective disclosure. Fees run on DUST, generated from midnight-3:native.
Mainnet access is planned with the ledger v9 upgrade later in 2026.
$SOL in. Midnight privacy out. Built in the Cardano ecosystem. #Solana #Midnight #Cardano #DeFi #NIGHT cardano:native More about it in the first comment. https://x.com/LagyADA/status/2108668065223524809
## @JustDeauIt (Michael Nadeau | The DeFi Report) · 10-09 19:41 · ♥50 ↻0 💬20 Incorrect framing in my opinion.
Correct framing:
- ETH fees continue to drop (real yield was at its lowest ever in Q3)
- Inflation is rising as a result (more issuance relative to user fees compensating validators)
----
This is happening despite the success of the L2 roadmap (in terms of adoption, not value accrual to ETH)
So, the natural questions for an investor:
- If BTC is viewed as digital gold, occupying the mindshare of investors looking for a digital SOV, what is ETH?
- If ZEC is increasingly viewed as high beta to BTC (more upside) as an alternative private SOV, what is ETH?
- If apps built on top of ETH have strong product-market fit and are returning value to token holders via buybacks (yet trade at a fraction of the L1), what is ETH?
- If Solana has higher velocity and real yield to tokenholders, what is ETH?
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The reality is that ETH needs a narrative.
It's stuck in no mans land right now, in my opinion (cannot compete with BTC on SOV, and other projects return more value to tokens, with far greater upside)
I thought one potential catalyst might be institutions building on Ethereum and acquiring ETH for their balance sheet.
But just this week Robinhood decided to buy BTC instead.
----
We can argue about whether fees matter or not. I agree with the framing of Ethereum as an economy.
But if the narrative for investors is that "it creates lots of value for others but receives very little value in return"
and
"it has lots of TVL and stablecoins"
Well. Then there might be an opportunity cost to holding it this cycle compared with other assets in the market. > 引用 @FigoETH: If you still talk about REV and L1s in the same sentence in 2026.
You just don't get that L1s are economies.
Not companies. https://x.com/JustDeauIt/status/2108643961149571171