# DeFi — X 热门讨论 (2026-09-28 09:16 UTC)
## @dori_coin (dori) · 09-28 06:15 · ♥80 ↻16 💬4 I think Cardano is the only chain with both Bitcoin's scarcity and Ethereum's programmability. People call $BTC digital gold and $ETH digital oil. $ADA has the properties of both.
There are tons of chains out there, but most are Ethereum forks or built the same way. Many also run on inflation with no supply cap.
What matters more is how the smart contracts are designed. Ethereum's account model has structural weak spots, and every chain that copies it inherits them. The big ones are reentrancy attacks, where a contract gets called back mid-execution and drained, and token approvals, which let a contract you forgot about move your assets.
On Cardano, neither is possible by design. Smart contracts only check whether a transaction is valid, and nothing moves without your signature.
Capped supply, real decentralization, and smart contracts that are secure by design. Among the major chains, Cardano is the only one with all three.
If Bitcoin first showed the world what a blockchain is worth, Ethereum gave birth to smart contracts. Cardano brings the two together on a single chain.
Neither Bitcoin nor Ethereum was taken seriously from the start. It took Bitcoin 15 years to reach Wall Street through ETFs, and over 5 years for Ethereum's smart contracts to create DeFi.
Value isn't proven by the market's first impression. It's proven by time. Cardano is no different. https://x.com/dori_coin/status/2104454847772893239
## @Defi_Warhol (DeFi Warhol) · 09-28 06:41 · ♥72 ↻10 💬21 Honestly, this sounds like something only AI would be capable of lol.
But I just gotta ask... why?
Ordinary trading bots can do this, so I’m more curious about what whoever’s running them is trying to achieve.
DEX Screener uses volume, transaction counts and unique traders to help rank tokens, and all that manufactured activity makes a coin look like something’s happening.
My guess is they’re trying to get actual buyers interested and give insiders someone to sell to. Bitquery hasn’t established who ran the bots or who profited, though, so that’s just my guess.
The funniest part is the choice of OpenAI and Anthropic coins. Probably just riding the AI hype, but bots wash trading AI-branded tokens does feel a little self-aware.
Maybe they’re supporting their own industry. What do I know. > 引用 @Bitquery_io: Nearly half of it, $55.8 billion, ran through tokens named after stocks, funds and AI companies.
There were 254 tokens called Anthropic alone.
The names say nothing about who made the tokens.
Full investigation: https://t.co/o8JzXUl64o https://x.com/Defi_Warhol/status/2104461366014923164
## @keoneHD (Keone Hon) · 09-28 08:52 · ♥72 ↻9 💬22 For the world to use the world computer, transactions must be encrypted until finalization
- The world computer is an apt framing for crypto's value proposition. Exchanges, money markets, and other DeFi primitives exist as shared global state, accessible by people anywhere, who send transactions “from their keyboard to the mainframe”
- If we have many users typing commands at their keyboard to send to the mainframe, then it would be super unfair to allow other users to see what people are typing before their commands get executed
- The solution is to encrypt transactions until finalization. Like sending sealed vs unsealed envelopes, it reduces temptation by the mailman to open up your mail. This is the only way to definitively stop extraction by middlemen (wallets selling order flow to searchers, validators selling access to pending transactions, etc)
It is kind of insane that we are all working on a system based on cryptography, but there is no trustless secure transmission method for landing transactions. Practical encrypted mempools are the key https://x.com/keoneHD/status/2104494447304314916
## @Nick_Researcher (Nick Research) · 09-28 04:23 · ♥71 ↻5 💬15 ➥ a significant upgrade for its Bitcoin credit model
@Strategy's proposal to pay daily dividends on STRC, STRF, STRK and STRD
the important point is that it improves how the cash flow is distributed
every calendar day would become a record date, with payment made on the next business day
for investors, this means less reinvestment lag, less dependence on specific ex-dividend dates & more consistent income
it should also reduce the price changes that normally happen around dividend dates
this matters most for $STRC because it is designed to trade near its $100 stated value
when STRC trades below $100, Strategy has to consider dividend increases or buybacks to restore demand
it also becomes less efficient to issue new shares
daily dividends could bring in more long-term income buyers, improve liquidity + help STRC remain closer to $100
that directly supports Strategy’s capital strategy:
more demand for preferreds → better issuance prices → more capital raised per share → more capacity to acquire Bitcoin → higher Bitcoin per common share
i also think the impact on STRCFi could be larger than the immediate market reaction
onchain finance operates continuously, but the cash flow backing tokenized STRC products still comes from traditional market schedules
daily dividends reduce that mismatch
for STRC-backed products, this could mean: - smoother NAV changes - lower price volatility around dividend dates - more reliable collateral valuation - easier liquidity and redemption management - more efficient lending and fixed-rate markets - less idle cash waiting to be reinvested
it also creates a clearer foundation for tokenizing the rest of Strategy’s preferred stack
STRC, STRF, STRK and STRD have different yield, risk and conversion profiles
if all of them produce daily cash flows, DeFi protocols can build a broader Bitcoin-backed credit market instead of relying on a single asset
@saturn_credit is one of the clearest beneficiaries
- sUSDat turns STRC dividends into onchain yield - Saturn reports around $67.7M in sUSDat TVL, with ~$61.8M of STRC backing it
if STRC starts paying daily, Saturn can receive and redeploy cash more frequently
that could reduce reinvestment lag, improve liquidity management and make sUSDat easier to scale
better liquidity and price stability for STRC would also help Saturn manage deposits, withdrawals and collateral more efficiently
- sUSDat already increases in value as STRC dividends accrue - daily payments would not suddenly multiply its APY
the improvement is in the settlement and quality of the underlying cash flow
the dividend rate stays the same. Strategy’s credit risk also stays the same
but the asset becomes more liquid, more predictable and easier to use in financial products
this could make Strategy’s preferred securities better funding instruments and give STRCFi a stronger base for its next stage of growth > 引用 @saylor: Strategy is proposing daily dividends on $STRF, $STRC, $STRK, and $STRD, accruing every calendar day, including weekends and holidays, and paid the next business day, with economics unchanged. The proposed changes aim to support price stability, liquidity, and demand. https://t.co/N0wkXzi1gl https://x.com/Nick_Researcher/status/2104426751384306043