# DeFi — X 热门讨论 (2026-09-25 00:20 UTC)
## @TheVictorBuilds (TheVictorBuilds) · 09-24 22:48 · ♥84 ↻20 💬59 THE ERA OF ISOLATED DEFI EXPERIMENTS IS DEAD AND WALL STREET JUST MOVED INTO THE BASEMENT
If you are still looking at DeFi as a separate playground from traditional finance you are completely misreading the tape. Look at the sheer volume of structural integrations that just hit the wire over the last 48 hours. Galaxy Digital just casually scooped up 100M of Sky's sUSDS for their corporate treasury and approved it as collateral for institutional lending. Coinbase didn't just build a new loan product, they hardwired Morpho's fixed rate lending protocol directly into their frontend so retail can borrow against bitcoin:native with predictable costs. Ondo partnered with BlackRock to tokenize entire investment portfolios into single tradable assets and is pushing confidential RWA execution on near:native . Throw in ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 Labs proposing a V4 expansion to Base and World launching a stablecoin super app, and the picture becomes violently clear. The infrastructure phase is over. The distribution phase has begun. Under the hood this is a massive shift in how global liquidity interacts with onchain mechanics. On a micro level we are seeing protocol tokens actually capture real value through integration rather than just emission farming. Hyperliquid just got hyperliquid:native listed for spot trading on Binance, giving a decentralized perp DEX direct access to the largest retail order flow on earth. Variational is dropping a massive 32% of its token supply fully unlocked at TGE to points holders. These aggressive tokenomics work right now beacuse the macro backdrop supports risk taking, but the real structural shift is happening in yield. When a publicly traded behemoth like Galaxy uses a decentralized savings rate as a core treasury asset, it bridges the gap between central bank policy and decentralized yield. We are watching the financialization of blockspace in real time. Yields are no longer subsidized by inflationary farm tokens; they are being backed by BlackRock strategies and institutional collateral. Even Kinetiq launching Elysium as a Hyperliquid L2 shows that execution environments are optimizing for specific financial use cases rather than general computation.
Stop wasting gas farming ghost chains with zero institutional backing. The capital rotation is crystal clear: protocols that secure distribution pipelines into massive centralized user bases are going to swallow the market whole. Your edge right now is tracking which DeFi primitives are being embedded into CEX frontends and tradFi balance sheets. Look for the next Morpho or Sky. If a protocol doesn't have a clear path to plugging into Coinbase, Binance, or an institutional treasury, their token is probably going to zero long term. Position your capital in the infrastructure that Wall Street is actively forced to use to remain competitive. > 引用 @TheVictorBuilds: BITGET GOT HACKED. NOT YOUR KEYS NOT YOUR COINS IS A CUTE MEME UNTIL IT COSTS YOU YOUR ENTIRE NET WORTH
Bitget confirmed an unauthorized outflow of roughly $351.6M from their hot and warm wallets, making September the costliest month for crypto hacks in 2026. Withdrawals are completely frozen while they run damage control. CEO Gracy Chen is trying to calm the timeline, stating that user balances remain intact and their $464M user protection fund will cover the massive hole.
But let me be real with you, seeing over $350M drained into a single address within minutes and immediatly swapped into ethereum:native is the exact kind of systemic shock that shakes retail confidence at the worst possible time. Are any of you guys stuck in the withdrawal queue right now?
Let's look under the hood because the micro on chain forensics tell a wild story here. Arkham data shows multiple rapid sweeps from Bitget hot wallets right into a single exploiter address, quickly converting stolen stables and altcoins into ETH. This wasn't a slow bleed, it was a highly sophisticated execution. Now zoom out and look at the macro environment. We are sitting in a massive central bank liquidity injection phase where global fiat debasement is accelerating. The Fed just shifted its stance, M2 money supply is expanding globally, and risk capital was finally staging a major rotation back into digital assets. When a major exchange takes a 9 figure hit right as macro liquidity cycles are turning bullish, it creates a massive localized liquidity vacuum. Capital that was ready to bid up altcoins or farm yield is now paralyzed on a centralized platform.
The exploiter holding a massive bag of ETH also creates an immediate structural overhang on the market, as traders try to front run the inevitable dumping of stolen funds. The tension between central bank easing and on chain platform risk has never been wider.
The play right now is extreme capital preservation blended with strategic positioning. If you have funds on centralized platforms that you arent actively trading, move them to cold storage today. The secondary effect of this hack is that institutional and whale capital will aggressively rotate out of mid tier centralized exchanges and into self custody or heavily regulated prime brokers. I am closely watching the decentralized exchange volume and hardware wallet sector right now. Expect a massive spike in DEX volume over the next 48-72 hours as traders refuse to take on centralized counterparty risk. If the exploiter starts market selling their ETH bag, use that localized panic drop as an entry point for your high conviction spot bags.
The macro liqudity trend is still up, but you have to survive the micro volatility to capture the upside. Protect your stack. https://x.com/TheVictorBuilds/status/2103255399671713885
## @Squid_Grow (SquidGrow ®) · 09-24 18:33 · ♥71 ↻31 💬12 🚨 SILENTSWAP × DEXTOOLS
Happy to announce a big move for the SG Ecosystem 🦉🤝
@SilentSwap , our privacy-focused cross-chain aggregator, has officially been integrated with DEXTools.
This brings two powerful pieces of DeFi infrastructure together:
@DEXToolsApp helps users discover and analyze on-chain markets, while SilentSwap brings privacy-focused cross-chain swapping to the equation.
For SilentSwap → more visibility, reach, and exposure across the DeFi ecosystem.
For DEXTools → expanded cross-chain functionality powered by SilentSwap’s privacy infrastructure.
More exposure. More utility. More integrations.
We’re proud to be working with one of the pioneers in the crypto space and excited to see what we can build together.
Thank you, DEXTools. 🤝🦉 https://x.com/Squid_Grow/status/2103191000328159471
## @MetalDollarXMD (Metal Dollar) · 09-24 23:34 · ♥74 ↻32 💬4 $XMD is coming to Ethereum.
Native minting. Native redemption. No bridge required.
Metal Dollar is expanding beyond @XPRNetwork and into Ethereum DeFi, bringing a basket-backed digital dollar to a much larger liquidity ecosystem.
More soon. https://x.com/MetalDollarXMD/status/2103266922834100629
## @FoodProfessor (The Food Professor) · 09-24 23:34 · ♥88 ↻3 💬6 Vous avez raison sur un point monsieur Lambert : les tarifs imposés par le gouvernement Trudeau aux véhicules électriques chinois ont entraîné des représailles qui ont frappé le canola canadien. Je l’ai critiqué, et je continue de le faire. L’accès à ce marché a depuis été partiellement rétabli.
Mais regardons aussi où se trouvent nos débouchés. Le Mexique a dépassé le Canada comme premier partenaire commercial des États-Unis, la plus grande économie de l’histoire. Au dernier trimestre (Q2), nos exportations agroalimentaires ont augmenté et, selon les chiffres que j’ai cités, environ 80 % de cette hausse était destinée au marché américain. Notre accès aux États-Unis rend le Canada attrayant; fragiliser cet accès a un coût.
Oui, les autres pays ont le droit de produire les mêmes biens que nous. C’est précisément pourquoi je réclame depuis longtemps une meilleure productivité agroalimentaire. On peut débattre de mes conclusions, mais les attaques personnelles ne changent ni les chiffres ni le défi que nous devons relever. > 引用 @frank_sbr: Ce gars-là est devenu vraiment trop pro-conservateur, Je le regarde écrire et il perd de la crédibilité chaque statut.
Il oublie de dire qu'on exportait bcp de canola en Chine et un moment donné Trudeau a décidé de faire comme les USA et bannir les autos chinoises (qu'on avaient même pas ici) et la Chine avait décidé de ne plus acheter notre canola.
Les autres pays ont le DROIT de produire ce que nous produisons et la seule façon qu'on va vendre le notre c'est en étant plus productif et moins cher.
Sylvain, tu n'es vraiment pas digne de la personne que tu étais avant que tu te fasses montrer la porte de la Presse. https://x.com/FoodProfessor/status/2103266757381333462
## @troxhl (Trox) · 09-24 19:28 · ♥80 ↻3 💬6 Added @TaikiMaeda2 to Traderpedia:
>Second-biggest PnL on Variational making $5.62M, while farming points that could be worth another $6M at TGE
>Sold Hyperliquid airdrop for Fartcoin, citing its total addressable market: "everybody farts". The HYPE he sold is now worth $900,000
>Panic-sold his Zcash bag at the exact $300 bottom, then came back from his honeymoon and went all in; now calls $20,000 per ZEC realistic
>Never knew his father, lost his mother in sixth grade, and was raised by his uncle while working in the family restaurant
>Laid off in 2020, he played online poker with his COVID unemployment checks, made $50,000, then followed his poker friends into DeFi summer https://x.com/troxhl/status/2103204847562486257
## @defiremora (DeFi Rêmora) · 09-24 20:32 · ♥73 ↻0 💬9 Aparentemente Bitget foi hackeada em $100M
Estamos oficialmente de volta! > 引用 @hackenclub: 🚨 Bitget - reportedly hacked for $100M in $USDT, $ETH, $BTC, $AVAX, $BNB and more.
Users are reporting blocked withdrawals, and assets are moving from the Bitget cold wallet.
Under investigation by our team. https://x.com/defiremora/status/2103221088406618300