# DeFi — X 热门讨论 (2026-09-21 10:13 UTC)
## @prettyboychonah (CHONAH) · 09-21 07:13 · ♥71 ↻5 💬63 Happy new week frens
Ravenhood is more than just another DeFi protocol.
@RVHProtocol is exploring what RWAFI can look like on Robinhood Chain by bringing real world assets, tokenized stocks, treasury management and onchain finance into one ecosystem.
What stands out to me is how $RVH connects to the broader ecosystem through staking, yield, liquidity and deflationary mechanics.
There’s still a lot to explore, but I’m starting to see the bigger picture.
Ravenhood deserves more attention.
$rvh #ravenhood https://x.com/prettyboychonah/status/2101932916032835783
## @CetusProtocol (Cetus🐳) · 09-21 07:38 · ♥85 ↻14 💬14 On-chain activity across Sui is starting to boom, and #Cetus users are often the ones taking the biggest slice of the pie. 🐳
On-chain yields taste good. We eat good, and we grow the pie together. 🍴😋 https://t.co/AefHX49DBs https://x.com/CetusProtocol/status/2101939143857340832
## @Defi_Warhol (DeFi Warhol) · 09-21 07:42 · ♥77 ↻10 💬25 Big W for @base.
Thought I’d look into some of the drivers behind this:
1. Growing deposits on @Morpho are helping fuel Base’s lending market.
2. @coinbase makes it easier for its users to access lending on Base.
3. More assets can be used as collateral, including tokenized stocks, giving people more reasons to deposit.
Easier access and more ways to put assets to work is a strong combo for growth. Distribution really is everything here. > 引用 @base: New week, new all-time high
Base DeFi TVL just hit $5.7B https://t.co/ymkkZYTlNb https://x.com/Defi_Warhol/status/2101939989806559485
## @FabiusDefi (Fabius DeFi) · 09-21 06:44 · ♥72 ↻8 💬28 GM, $BTC back to $81K+, but I still feel like there're bull trap signals atm👇
- The Fed just hiked rates for the first time in years, kept a hawkish tone, and is still signaling more tightening ahead
- 10Y yields remain elevated, not exactly the setup for a sustainable risk-on environment
- ETF flows and onchain whale activity are still weak
- This bounce looks mostly driven by leverage + a short squeeze, not clean spot demand. Derivatives volume has been running around 4-7x spot during this period
- 1 of the most anticipated pro-crypto bills in the US, the CLARITY Act, just failed to advance, and meaningful progress may take a while
Still, I'm bullish long term, esp with tokenized stocks gaining momentum rn
But this phase feels like a pretty typical move to lure people back into the market.
So I'm not FOMOing here, waiting for cleaner setups and better entries.
1 more thing I've realized this cycle:
Market cap doesn't matter as much as people think.
As long as the narrative is strong and the token economy makes sense, a token can still move insanely hard.
I'll update my list of tokens I'm watching to buy and hold this cycle, together with the thesis behind each one, soon.
New week, new Ws fam 🤝 https://x.com/FabiusDefi/status/2101925410128990350
## @Jamie1Coutts (Jamie Coutts CMT) · 09-21 09:00 · ♥88 ↻5 💬11 Is crypto back? Everyone who quietly rebranded to AI last year seems to think so. Some thoughts on the market, and on @RealVision.
Tis the season of humble brags on X, so here's mine.
In reality, this was a pretty tough bear market. Crypto had to face the reality of a big drawdown outside of a general equities sell-off. But dogged analysis while the poo was flying thick and fast generated targeted calls and positioning insights that took the portfolio I run for the Pro tier up 2x in 2 months. I don't overtrade. I make high-conviction calls.
My primary calls:
1. Derive ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be, up 5x from the March Deep Dive 2. Zcash $ZEC (2 trades), up 5x from the April Deep Dive 3. NEAR Protocol $NEAR, up 2x from the June Deep Dive 4. The SCP vs BTC, and the DeFi vs SCP outperformance call 5. In July, deployed 75% of the cash built up since the Q3 2025 top 6. Lousy call on Circle $CRCL, down 20%
At @RealVision, my Pro members' portfolio compounded at 40% p.a. for 3 years, including the 47% drawdown. Importantly, it has outperformed both NDX and BTC.
Now for the reality check. Altcoin open interest is at the 91st percentile versus Bitcoin. Things are frothy. But the first move out of a bear can be like that without derailing the cycle. This is not the time to get super aggressive or reach for leverage. Expect more volatility. I never like to overtrade the start of a cycle, but taking some profits makes sense. I want to hold Quality names for the medium to long term. (ps: I am bringing out a Quality index/basket to help narrow the field for Alpha tier subscribers.)
On the macro front, I am still concerned about the general state of global liquidity. DXY is strong, the yield curve is flattening, and real rates are climbing. We are late stage in the 5-year refi cycle. Bessent blinked, but it will take more to get through this. Crypto could easily see a 30%+ pullback which means (50%+ for many high flyers).
But for long-term investors who are now waking up and need to take their crypto allocation from nothing to something (depending on risk tolerance), dips are for buying quality names. The structural tailwinds are coalescing. Some of this move is ahead of the data, but that's generally how markets work. Assets are pricing in what the agent economy + tokenisation looks like in 12 months, not today.
Just a short comment on @RealVision. We have been around for 13+ years. After being force-fed the bile of BBG and CNBC for 20 years in TradFi, I saw straight away how transformative the platform was back in 2014 and became a foundational subscriber. I was a subscriber for almost a decade before joining @RaoulGMI to build out the crypto product. It's been an incredible 3 years. Whether as a strategist or a subscriber, I am lucky each day to read the phenomenal macro, equity, tech, AI, and geopolitics analysis from the team of independent strategists team: Raoul, @AndreasSteno, @RosenvoldGeo, and @DMattin. That's 5 strategists who often agree but, more importantly, often disagree. There is no 'house' view. If that upsets you, go become a client of Morgan Stanley, JPM or some brokerage with a conflict of interest.
My lane is crypto. That's what I love, and I have never been more bullish on the secular trend that inspired me to leave the TradFi world years ago.
Brutal, undignified, sleep-destroying. Best job I have ever had. https://x.com/Jamie1Coutts/status/2101959620009030124