# DeFi — X 热门讨论 (2026-10-01 12:35 UTC)
## @vanzdoteth (vanz.eth ♨️) · 10-01 09:50 · ♥73 ↻6 💬74 GM Everyone☀️
DogeOS just opened a DeFi testnet built around DOGE
Would you use it, or should Dogecoin stay simple? https://t.co/8AccOj162u https://x.com/vanzdoteth/status/2105596088757711326
## @Sirbest247 (John Mark💫) · 10-01 11:16 · ♥86 ↻6 💬58 This is what making DeFi feel simple actually looks like.
I just discovered @deficom is building an infrastructure that enables one non-custodial account for your funds, fiat on-ramps, crypto deposits, and Earn, all working from one place.
No more jumping between apps just to move, manage, or put your assets to work.
Also, the defi ID stands out: replacing long wallet addresses with something human-readable, memorable, and easier to share.
With https://t.co/ZhsbOItps4 launching in Q4 2026, this is shaping up to be an interesting step toward a simpler onchain experience.
The future of seamless defi experience begins here...
Are You Ready! > 引用 @deficom: https://t.co/Jgat1j6NLJ launches in Q4 2026.
One non-custodial account that holds your funds, moves them anywhere, and keeps your identity yours.
What used to take three apps now only requires one.
Here's what you get from day one 🧵 https://t.co/6s04GMMRbL https://x.com/Sirbest247/status/2105617955551633465
## @TheMrX (Mr. X) · 10-01 09:52 · ♥76 ↻2 💬71 I asked @tryquantio to challenge my ETH thesis for the second time.
My view was simple.
ETH could outperform BTC over the next few weeks.
But what does the data actually say?
Here’s what Quant AI found 👇
The bull case for ETH
ETH has outperformed BTC over the past 7 days in the data provided.
ETF inflows, DeFi growth and RWA tokenization could support ETH if capital starts rotating into altcoins.
Its ETH/BTC ratio near 0.03216 also leaves room for a potential rebound.
But the counterargument matters.
BTC dominance remains elevated at 58.68%.
BTC also has significantly higher trading volume, deeper liquidity and stronger institutional positioning.
Even if ETH rises in dollar terms, it could still underperform BTC.
The level I’m watching
Quant AI identified 0.03450 on ETH/BTC as a key resistance area and 0.03050 as a downside invalidation level for the relative strength thesis.
A sustained move above resistance could strengthen the case for ETH outperformance. A breakdown below support would weaken it.
My takeaway?
A cheap-looking ratio isn't enough to confirm a reversal.
I need to see evidence of capital rotation, stronger relative momentum and a confirmed breakout.
This is why I use Quant AI to challenge my assumptions, not simply validate them.
Try the market before your next move: https://t.co/GepUTA4NbI
#QuantAIPioneers #QuantAI #TryQuant > 引用 @TheMrX: A big PnL doesn’t tell the whole story.
I opened Quant AI’s Edge dashboard to see what was actually happening behind the numbers.
Right now, the dashboard shows $780.25M tracked equity with an average 24h ROI of +24.34%.
The top trader was showing +$2.39M in 24h PnL, with 37 positions and $66.26M open notional.
But what caught my attention was the positioning:
100% long.
@tryquantio lets me look beyond the headline return and see the exposure, positioning, equity and trading activity behind it.
That changes the question from:
“Who made the most?”
to:
“What risk did they take to get there?”
This is the kind of data I want to investigate before following a trader.
Try this here for your next move: https://t.co/GepUTA4NbI
@tryquantio #QuantAIPioneers https://x.com/TheMrX/status/2105596699385401599
## @veryHighLander (Danijel) · 10-01 09:42 · ♥78 ↻10 💬20 The birthplace of DeFi is shutting down!
Synthetix Discord was THE PLACE to be in 2019. So many blue chips of DeFi summer started there. Ideas were formed, knowledge was shared, we were off to change the world...
Aave, Curve, Optimism, Illuvium, Infinex, xToken, Kwenta, Derive, dHEDGE... So many projects were kicked off from that Discord.
$6 memes, Garth’s promised (and rugged) boat party to celebrate it all, Hobo Joe, Nikhil, the great trolls whose posts were ironically filled with insights, Spartan Council... My interactive Discord bots, before anyone had Discord bots and AI was a thing... It will all always have a special place in my heart.
There would be no Overtime, and I wouldn’t be where I am professionally and personally, were it not for Synthetix and that very Discord.
Alas, the greats have fallen hard. Not many have paid the price of vesting coming to an end as much as Synthetix. As soon as DeFi summer started winding down, no team member from the original crew was left, at least not in a full-time capacity.
The downfall has been slow but steady. Honest attempts were made to drive it forward in the meantime, but without proper guidance and direction, all failed and missed their chance. So in nutshell, it's been constant bleeding over five years.
Atm, it’s a ghost town:
- No one knows who is even on the team anymore, if there is a team. - sUSD has been wound down, with holders promised vested SNX. - The treasury seems to be out of runway and offloading SNX and INF to pay wages (To whom?!) - Discord is dead. No proper comms on the path forward, just vague messages about things in store.
Synthetix and its first team taught me DeFi, the values of a DAO, and the ethics of how to spearhead a community-owned protocol.
Alas, I fear I might be the only one still adhering to those values these days.
As for Synthetix, it might be time to call it a day and spoil the good memories no further. https://x.com/veryHighLander/status/2105594070416421015
## @DamiDefi (Dami-Defi) · 10-01 11:54 · ♥84 ↻5 💬3 With Aztec and Zama Alone Having Raised Nearly $275M Combined, Privacy Infrastructure Is Attracting Some of the Biggest Checks in Crypto Right Now
Here's Who's Launching in Q4:
Zama: $150M+ raised, expanding confidential settlement to two additional EVM chains in Q4, moving beyond its current Ethereum-only deployment
Aztec Labs: $125M+ raised, with a mobile app and DeFi integrations planned for Q4 following the relaunch of https://t.co/BrT0AjUBiv on Aztec Network
Beldex: $36M raised, launched a $1M global grants program on Sept 29 funding privacy apps and infrastructure on its network
Miden: $25M raised, launching mainnet alongside USDCx, a privacy stablecoin backed 1:1 by USDC through Circle's xReserve, targeting institutional PriFi use cases
Fhenix: $22M raised, bringing its CoFHE encrypted computation layer into the Canopy stack in Q4 to power private-by-default apps
Orbinum Network: funding undisclosed, no VC backing, targeting a mainnet launch between October and December alongside its TGE and genesis ceremony
With Circle's infrastructure now backing Miden's private stablecoin, Q4 looks like the quarter privacy tech starts shipping real products instead of just raising money around the thesis. https://x.com/DamiDefi/status/2105627292676554930
## @SebEcrivainFoot (Sébastien Vidal) · 10-01 10:23 · ♥76 ↻5 💬10 Cristiano Ronaldo quitte le rassemblement du Portugal parce qu’il accepte mal de ne plus être intouchable.
Et finalement, c’est peut-être le dernier grand défi de sa carrière.
Pas marquer 1000 buts. Pas gagner un nouveau trophée.
Accepter que le football puisse continuer sans lui.
Toutes les légendes réclament du respect. Mais respecter une légende ne signifie pas lui garantir une place éternelle.
À 41 ans, Ronaldo doit choisir la fin de son histoire : transmettre progressivement le pouvoir ou s’accrocher jusqu’à ce que quelqu’un soit obligé de le lui enlever.
#CristianoRonaldo #CR7 #Portugal #Selecao #Football https://x.com/SebEcrivainFoot/status/2105604529983049991