# Ethereum — X 热门讨论 (2026-09-24 18:20 UTC)
## @murtaza (murtaza) · 09-24 15:26 · ♥221 ↻34 💬43 these are the narratives that might lead this bull run
leaders move first: $ZEC, $HYPE, $LTC then the betas pump harder
13 narratives, leaders + betas. save this cheat sheet 👇
——
PRIVACY
Main: ZEC — shielded txs, 21M cap, spot ETF live
Beta: XMR — private by default, the OG DASH — shielded txs live on Evolution NIL — encrypted "blind" compute NEAR — private shard; private perps via Hyperliquid
AI
Main: TAO — subnets compete to produce AI
Beta: VIRTUAL — AI agent launchpad FET — ASI Alliance VVV — private AI inference KITE — agent payments chain, PayPal Ventures-backed
PERP DEXs
Main: HYPE — the onchain orderbook everyone's measured against
Beta: ASTER — YZi Labs + CZ orbit LIT — zk-rollup perp, zero retail fees
BNB ECO
Main: BNB — gas + liquidity for BNB Chain
Beta: MUBARAK — Four. meme launch CZ bought BROCCOLI — CZ's dog meme GIGGLE — fees donate to Giggle Academy (unofficial)
REVENUE / BUYBACKS
Main: HYPE — 99% of eligible fees buy HYPE
Beta: PUMP — 50% of revenue to buy-and-burn PENDLE — up to 80% of revenue to buybacks ZRO — Stargate revenue funds buybacks ENA — buybacks start at $7.5B USDe supply CVX — large share of Curve votes CRV — Curve's gauge token
LEGACY / OLD GUARD
Mains: BCH — 2017 BTC fork; CME futures Oct. 19 (pending) LTC — "digital silver," ETF filing
Beta: ETC — original Ethereum chain
MOVE / HIGH-PERFORMANCE L1s
Main: SUI — ex-Meta/Diem Move L1; staked ETF live
Beta: SEI — trading L1; staked ETF filed APT — Diem-born; RWA + confidential txs
SOLANA ECO
Main: SOL — one of crypto's biggest trading + consumer hubs
Beta: JUP — aggregator; buybacks RAY — AMM; fees fund buybacks KMNO — lending + liquidity
MEMES / CONSUMER IP
Main: DOGE — the original meme
Beta: PEPE — Ethereum's frog BONK — OG Solana dog USELESS — "it does nothing" PENGU — Pudgy Penguins consumer IP
TCG / TOKENIZED COLLECTIBLES
Main: CARDS — redeemable vaulted cards onchain
Beta: READY — packs, vaults + card-backed finance Beezie (no token yet) — vault + tokenize + redeem
RWA / TOKENIZATION
Main: ONDO — tokenized Treasuries + stocks
Beta: LINK — oracle + cross-chain layer CFG — onchain RWA credit XLM — hosts Franklin Templeton's tokenized fund
DePIN / COMPUTE / DATA
Main: RENDER — decentralized GPU compute
Beta: GRASS — bandwidth + web data for AI AKT — decentralized cloud + GPUs PEAQ — L1 for the machine economy
QUANTUM
Main: QRL — post-quantum from day one
Beta: NEAR — added NIST post-quantum signing https://x.com/murtaza/status/2103144045992362414
## @Securitize (Securitize) · 09-24 13:00 · ♥205 ↻42 💬26 Today, we’re bringing the ARK Venture Fund (ARKVX) onchain with @ARKInvest and making it available on @ethereum.
For the first time, eligible investors can access the tokenized version of ARK’s flagship disruptive innovation fund with a minimum investment of $500. https://t.co/J9ME81et8D https://x.com/Securitize/status/2103107371362873543
## @DonWedge (Don 🐂) · 09-24 14:35 · ♥209 ↻22 💬37 $ETH $28k > $45k https://t.co/Xfsktxuqsk https://x.com/DonWedge/status/2103131234398584855
## @RealAllinCrypto (ALLINCRYPTO) · 09-24 15:44 · ♥207 ↻17 💬9 Matter of time before ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 hits $1000... > 引用 @RealAllinCrypto: Quant Networks Time Is Coming Falling Wedge target is $171 ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 https://t.co/3AKseOWXJO https://x.com/RealAllinCrypto/status/2103148667414904865
## @Cryptoinsightuk (Cryptoinsightuk) · 09-24 13:32 · ♥203 ↻5 💬17 I don’t hold any ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 but this is cool af > 引用 @Ondo: Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.
Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.
The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.
1. BLKHIon: Ondo High Income Powered by BlackRock
2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock
3. BLKGRWon: Ondo High Growth Powered by BlackRock
Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.
“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock
Ondo Intelligent Portfolios can unlock novel capabilities:
→ Programmatic rebalancing → Full composability with DeFi → Complete transparency onchain → Multiple asset classes in a single token
This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain. https://x.com/Cryptoinsightuk/status/2103115275637772589