# DeFi — X 热门讨论 (2026-10-10 15:06 UTC)
## @base (Base) · 10-10 14:40 · ♥89 ↻15 💬31 This Week on Base: Tokenized Stocks, Token2049, and more https://x.com/base/status/2108930668831105147
## @DamiDefi (Dami-Defi) · 10-10 14:10 · ♥88 ↻14 💬11 Crypto Payments Raised $791M in Q3 While DeFi Pulled In Just $137M.
Investors Are Paying for Real-World Demand.
Here’s where fresh capital went in Q3 2026:
Exchanges & Brokerage: ~$1.09B Payments: $791M (24 rounds) RWA: $138M DeFi: $137M AI: $127M Blockchains (L1/L2): $109M
Payments pulled in more rounds and more capital than any other single sector, led by Augustus ($180M) and Felix Pago ($87M). Stablecoin-linked projects were a major draw.
DeFi took about 5% of the $2.62B raised, and Gauntlet’s $125M round was most of it. That’s while DeFi TVL rebounded 38% to $95B.
Infrastructure’s share of funding more than doubled, from 8.1% in H1 to 18.2%, and AI-related deals drove that, not new mainnets.
New L1 and L2 protocols raised just $109M, as capital moved toward businesses that connect crypto to traditional finance.
Polymarket’s reported $1B round isn’t counted here since it hadn’t closed. https://x.com/DamiDefi/status/2108923009381945389
## @Hyperdex_app (Hyperdex) · 10-10 10:54 · ♥73 ↻19 💬15 We're building the Biggest DEX aggregator in DeFi.
Integrated w/ @lifiprotocol @RIFTHQ @EnsoBuild @ravnexchange and more.
Every venue at once: Relay, Across, Near Intents, Chainflip and 70+ more.
Every asset: 19,000+ tokens, plus tokenized stocks, gold, treasuries and credit from @Ondo @BackpackOnchain @coinbase @RobinhoodCrypto and 8 more issuers.
One click. The best price.
HyperDex. https://x.com/Hyperdex_app/status/2108873753363161130
## @bi_9527zx (DeFi狙击手 | Ai🕊️) · 10-10 12:28 · ♥71 ↻8 💬36 给大家分享一个不错的打狗挂单策略:
1:代币涨100%,卖出50%
2:代币下跌50%,卖出100%(清仓)
3:动态止盈上涨200%后,回撤35%,卖100%清仓
4:代币上涨200%,卖出30%。
假入代币一直涨最终还是有20%继续博高倍率! https://x.com/bi_9527zx/status/2108897415059390819
## @ianheinischmma (Ian Heinisch) · 10-10 14:20 · ♥72 ↻13 💬20 ‼️ BREAKING NEWS ‼️
Robinhood’s Head of DeFi @fern JUST FOLLOWED @NetNetCap! 👀
THE ONLY OTHER MAJOR PROJECT HE FOLLOWS IS PONS DEV!
CONNECT THE DOTS! 🔥
VLAD IS NEXT…
TRUST THE PLAN! $NET IS DESTINED FOR BILLIONS! 💹 https://t.co/25AR14B6rJ https://x.com/ianheinischmma/status/2108925672412340470
## @0xQuantic (Quantic) · 10-10 10:45 · ♥77 ↻18 💬5 Flare keeps expanding its infrastructure and distribution across the XRP ecosystem.
With integrations like Doppler, XRP holders can access Flare’s DeFi markets through platforms they already use. > 引用 @MSBIntel: Doppler Finance, an XRP yield platform with more than $150 million from over 14,000 users, will give its users direct access to Flare's FXRP vaults.
@FlareNetworks https://t.co/iy51efcKgh https://x.com/0xQuantic/status/2108871646438445554
## @Elikrypt (ΞLIKRYPTO) · 10-10 13:03 · ♥73 ↻0 💬34 THIS WEEK CRYPTO RECAP | OCTOBER 4–10, 2026
Bitcoin ETF outflows, institutional investments, tokenized stocks and a hardware wallet security scare.
Here are the developments that stood out this week.
━━━━━━━━━━━━━━
𝗠𝗔𝗥𝗞𝗘𝗧 & 𝗖𝗔𝗣𝗜𝗧𝗔𝗟 𝗙𝗟𝗢𝗪𝗦
• Bitcoin fell toward $80K before recovering above $82K.
• U.S. spot Bitcoin ETFs recorded $484.9M in outflows on October 7, followed by another $244M on October 8.
𝗜𝗡𝗦𝗧𝗜𝗧𝗨𝗧𝗜𝗢𝗡𝗔𝗟 𝗔𝗗𝗢𝗣𝗧𝗜𝗢𝗡
• @BitMNR acquired another 15,112 ETH, pushing reported holdings above 6M ETH.
• @okx attracted investment from @circle, @Ripple, Qube Research & Technologies and Standard Chartered’s SC Ventures at a reported $25B pre-money valuation.
𝗧𝗢𝗞𝗘𝗡𝗜𝗭𝗘𝗗 𝗔𝗦𝗦𝗘𝗧𝗦 & 𝗥𝗪𝗔
• @Securitize launched 12 tokenized U.S. equities on @solana, including Apple, Nvidia, Tesla and Microsoft.
• @okx and Intercontinental Exchange filed with the SEC through their OKXICE joint venture to pursue a tokenized securities platform targeting around-the-clock trading.
Tokenized stocks are advancing, but liquidity, investor access and legal ownership remain important considerations.
𝗗𝗘𝗙𝗜 & 𝗧𝗢𝗞𝗘𝗡 𝗘𝗖𝗢𝗡𝗢𝗠𝗜𝗖𝗦
• @PythNetwork reported $11.5M in annualized recurring revenue for September, up 10.6% from August.
• @coinbase expanded its institutional derivatives offering through @DeribitOfficial, broadening access to crypto options.
Revenue growth does not automatically translate into token-holder value. The connection between business performance and token demand still matters.
𝗘𝗧𝗛𝗘𝗥𝗘𝗨𝗠 & 𝗡𝗘𝗧𝗪𝗢𝗥𝗞 𝗗𝗘𝗩𝗘𝗟𝗢𝗣𝗠𝗘𝗡𝗧
• Ethereum’s Glamsterdam upgrade activated on the Sepolia testnet on October 6, with testing around a proposed 200M gas limit. Mainnet activation remains unconfirmed.
𝗥𝗘𝗚𝗨𝗟𝗔𝗧𝗜𝗢𝗡 & 𝗣𝗢𝗟𝗜𝗖𝗬
• The @SECGov proposed changes to custody requirements affecting crypto assets held by investment advisers and funds.
• The @CFTC proposed rules addressing certain leveraged and margined digital-asset transactions.
• @FinCENnews withdrew two proposed measures concerning certain unhosted-wallet transactions and cryptocurrency mixing.
𝗦𝗘𝗖𝗨𝗥𝗜𝗧𝗬 & 𝗨𝗦𝗘𝗥 𝗥𝗜𝗦𝗞𝗦
• @Ledger investigated reports of users losing funds after purchasing devices through reseller CryptoBilis.
• On-chain researchers estimated suspected losses above $86M, although the total and cause remain unconfirmed.
The incident highlights why device authenticity, recovery-phrase protection and transaction verification matter.
━━━━━━━━━━━━━━
𝗪𝗛𝗔𝗧 𝗦𝗧𝗢𝗢𝗗 𝗢𝗨𝗧 𝗧𝗛𝗜𝗦 𝗪𝗘𝗘𝗞
• Bitcoin ETF outflows put institutional demand under pressure.
• Institutional investment and treasury accumulation continued.
• Tokenized equities advanced through new products and regulatory filings.
• Ethereum continued testing infrastructure improvements.
• U.S. agencies made further moves on crypto custody, trading and compliance.
• The Ledger investigation highlighted risks beyond the wallet itself.
These developments show where crypto is changing in practice, from capital flows and financial infrastructure to regulation and user security.
Hope you found this useful. See you on the next one. https://x.com/Elikrypt/status/2108906333785182476
## @skelly_mode (skellymode) · 10-10 13:48 · ♥71 ↻16 💬3 Head of Defi at @RobinhoodApp now follows @NetNetCap. Probably nothing. https://t.co/xtTXcAh3TJ https://x.com/skelly_mode/status/2108917626323783743
## @PriestThePumper (Defi Priest) · 10-10 14:24 · ♥85 ↻6 💬5 If I were you, I'd be paying attention to @ether_fi rn ✝️
https://t.co/RTb1HlUZn2
They announced their own stablecoin, etherfi USD, a few days ago, and it's built on Ethena's infrastructure.
Keep in mind that:
✔️ @Ether_fi already has over $300M in stablecoin deposits. ✔️ Their Cash card has crossed $1B in cumulative spending, with over 100k active cards. ✔️Ethena handles the stablecoin infrastructure, including reserves, minting, redemptions, and compliance.
This is @Ethena's first neobank client for its Whitelabel stablecoin service.
If https://t.co/lfEdgMkvPk can move even a fraction of those deposits into its own stablecoin, that's a whole new revenue stream from an ecosystem that's already doing $1B+ in card spending.
Keep an eye out. https://x.com/PriestThePumper/status/2108926740550533451
## @CoinTalkX (CoinTalk) · 10-10 10:58 · ♥76 ↻9 💬3 NEWS: 🚀 @avax DEX TRADING VOLUME HITS $3.75B IN SEPTEMBER, UP 83.7% MONTH OVER MONTH
Decentralized exchanges across Avalanche recorded $3.75 billion in trading volume in September, marking an 83.7% increase from August and the highest monthly total since March.
A major contributor was Pharaoh, whose V3 and DLMM liquidity pools accounted for $2.86 billion of the overall volume.
The figures highlight a significant pickup in trading activity across the Avalanche DeFi ecosystem, with Pharaoh emerging as a key driver of September’s DEX momentum.
As on-chain activity expands, Avalanche continues to demonstrate its capacity to support active decentralized trading and liquidity markets. https://x.com/CoinTalkX/status/2108874773526675829
## @crypto_AB1 (Crypto_Abz) · 10-10 10:55 · ♥72 ↻12 💬1 The $QUBIC ecosystem just got a whole lot clearer.
Massive shoutout to @rudynakamoto — he's built a complete interactive map featuring 90 projects in 18 categories. Exchanges, bridges, DeFi, wallets, tokens, games, explorers, dev tools — plus live network stats and 4-language support.
https://t.co/WC9l1jl5jR — every project, all at a glance. Beautifully designed, incredibly useful, and a true labour of love. This is what strong communities are made of. Excellent work and whole lot cleaner understanding!
@rudynakamoto @Qubic $QUBIC https://t.co/suMqFc98W6 https://x.com/crypto_AB1/status/2108874040203006375
## @AYYILDIZ3253 (AYYILDIZ3253) · 10-10 10:17 · ♥73 ↻4 💬0 Onchain kazanacak.
RWA’lar kazanacak.
Stablecoin’ler kazanacak.
Tokenizasyon kazanacak.
DeFi kazanacak. > 引用 @RWAFoundation_: Onchain will win.
RWA’s will win.
Stablecoins will win.
Tokenization will win.
Defi will win. https://x.com/AYYILDIZ3253/status/2108864597750853641