# DeFi — X 热门讨论 (2026-10-08 10:47 UTC)
## @_BeFootball (BeFootball) · 10-08 10:00 · ♥172 ↻9 💬2 🚨 UN DERNIER DÉFI FOU LANCÉ À LIONEL MESSI 🏆🇦🇷
Après ses adieux avec l'Argentine, le président de la Conmebol Alejandro Domínguez a surpris le numéro 10 dans les vestiaires :
« JE CROIS QUE LA SEULE CHOSE QUI VOUS MANQUE, C'EST DE JOUER LA LIBERTADORES. TU RELÈVES LE DÉFI ? » 👀
Sous contrat avec l'Inter Miami jusqu'en 2028, le joueur s'est contenté d'un grand sourire.
(via @RMCsport) https://x.com/_BeFootball/status/2108135319522480598
## @XiaoZhi_BTC (小智🎒) · 10-08 08:55 · ♥79 ↻1 💬93 多数 DeFi 信贷还是知道钱包做了什么，不知道这件事重不重要。
抵押够不够，查得到。这个地址是一直在还，还是只在有激励时才出现，查起来就薄。链上借贷要走出单纯看抵押，这个差别会越来越大。
@zerufinance 的 zLend 把钱包活动当成财务上下文。从转账里重建每日余额，稳定币和全部代币各看一遍。持仓很大、能立刻拿来还的却很少，会被标成流动性不匹配。波动、回撤、有没有像固定收入的对手方，也在那 70 多个信号里。不是身份，不是征信局。
有意思的不是分更高。是协议能把持续行为和临时活动分开，把还得上的人和只是仓位重的人分开。
信贷会不会因此更灵活，看这些信号换一批用户、换一种行情还稳不稳。我盯的是这一部分。 https://x.com/XiaoZhi_BTC/status/2108118953872806136
## @DamiDefi (Dami-Defi) · 10-08 09:30 · ♥115 ↻18 💬8 My biggest question with any DePIN project has always been simple: who's actually paying for what the network produces?
@NATIXNetwork just answered it. They've signed a six-figure agreement to supply 3,000 hours of real-world driving data to a Unicorn AI lab that builds general world models.
That's a different kind of proof from what we've seen so far. NATIX data has already powered research like VATIX with Valeo and Orbis 2 at Freiburg, which showed the data is useful. This shows a commercial customer is willing to pay for it.
The buyer matters too. General world models learn how the real world moves and reacts, so this footage could end up feeding much more than self-driving: robots, drones, simulations. The market for what NATIX drivers collect just got a lot wider.
And the token side is easy to follow. Customers pay in fiat or stablecoins, that revenue goes to the protocol, and it feeds the $NATIX buyback and burn. Across Q2 and Q3, 224,971,878 $NATIX were burned from data sales so far, before this deal.
Drivers collect it. AI labs buy it. That's what a DePIN with real demand looks like.
DYOR. https://x.com/DamiDefi/status/2108127780315828614
## @CryptoTheBossX (The Boss) · 10-08 09:39 · ♥89 ↻2 💬24 🔷️ Macro Expansion: $RAY Surges From Foundational Base
Following up on our previous study. In our last review, we noted that $RAY was accumulating right at the foundational black horizontal base, gathering strength at a critical demand zone.
Buyers aggressively defended that bottom structure, triggering a massive bullish expansion. As highlighted by the black vertical upward arrow, price action has surged significantly, successfully flipping multiple structural barriers into newly established green horizontal support floors.
Driven by this powerful momentum shift, the trajectory is now actively engaging with the overhead yellow horizontal resistance boundaries.
To sustain this positive macro trend and consolidate these structural gains, maintaining price action above the underlying green horizontal support floors remains the most critical factor.
⚠️ Not financial advice.
#RAY #Raydium #Crypto #DeFi > 引用 @CryptoTheBossX: 🔷️ $RAY has returned to the same demand zone that has repeatedly prevented deeper sell-offs over the past few months.
📉 After another rejection from the mid-range resistance, price has rotated back toward support instead of breaking the broader structure. Despite the recent weakness, buyers continue to defend this area, keeping the established trading range intact.
⚖️ The next move will likely be determined by this support. Another successful defense could trigger a fresh rotation toward the upper boundaries of the range, while a confirmed loss of demand would shift the technical structure in favor of sellers. For now, patience is more valuable than anticipation.
⚠️ Not financial advice.
#RAY #Raydium #Crypto #DeFi https://x.com/CryptoTheBossX/status/2108130243781271655
## @pendle_fi (Pendle) · 10-08 07:05 · ♥77 ↻12 💬16 At @token2049 yesterday, @tn_pendle spoke about where Pendle and @boros_fi fit as DeFi and TradFi converge.
Some highlights:
🔹 Funding rate arbitrage is still under the radar despite its potential to become a major source of yield as RWA perps grow 🔹Boros as a funding rate market is positioned to capture this growth, allowing these rates to be traded, hedged and scaled. 🔹On V2, Pendle is in works to onboard more quality RWAs, leveraging our yield infra to lend these assets utility so they can be deployed for use elsewhere (e.g. collateral on lending venues) 🔹Pendle has already done this with NGI+, thanks to early support from Partners Group, and is now working to do the same for more Partners Group products and for issuers including Franklin Templeton, Fidelity and SBI. > 引用 @pendle_fi: Where do Pendle and @boros_fi sit in the wider financial system, and what does it look like when onchain yield and funding rate markets become part of it?
Don't miss @tn_pendle's panel at @token2049 tomorrow.
💡DeFi: The Race to Power Global Finance. 🕑Tomorrow, Wed 7 Oct, 14:00 SGT (MEXC Stage) https://x.com/pendle_fi/status/2108091450932318339
## @Amir_rz_k (amir“) · 10-08 08:56 · ♥80 ↻1 💬23 Today I read a full press release from SMBC Nikko, one of Japan's largest brokerage firms, and there was something in it I think went under the radar.🧵📌
SMBC Nikko and Nethermind signed an MOU with Uniswap Labs, @base, and Nyx Foundation to build something called the DeFi Gateway: a compliant on-ramp for Japanese investors into DeFi.
Three things they plan to build:⤵️
🔹Agentic vaults with verifiable AI interfaces, for easy user onboarding. 🔹Regulatory-compliant liquidity pools on Uniswap V4 Hooks, with AML and investor protection mechanisms built in. 🔹Liquidity strategies for stablecoins and RWAs.
Base's role is clear: supporting deployment across the Base ecosystem and giving technical feedback on integrating x402, the agentic payments infrastructure.
✅Two things stood out to me: 1. the document itself describes Base as the Ethereum Layer 2 with the highest DeFi TVL, and that's coming from a Japanese financial firm, not from Base.
2. the logic is the same as B20: compliance built into the infrastructure itself. There it's the token, here it's the liquidity pool.
To be fair, for now this is an MOU, not a live product, with completion expected by mid-2027.
But the direction is clear: when a Japanese bank sits at the same table as Base and Uniswap, the question is no longer will institutions come? It's how will they come? https://x.com/Amir_rz_k/status/2108119444476383615