# Сопутствующие статьи по теме DeFi

Новостной центр HTX предлагает последние статьи и углубленный анализ по "DeFi", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

When Crypto Assets Generate Yields and Stocks Become Collectibles: A Great Migration in Valuation Logic

The article explores the evolving valuation logic of markets, distinguishing between "cash flow markets" (driven by discounted future earnings) and "sentiment markets" (driven by collective belief and speculation). It observes a convergence: traditional assets like stocks are becoming more narrative-driven (e.g., meme stocks), while crypto assets, once purely speculative, are increasingly generating measurable cash flows (e.g., staking yields). This shift is facilitated by changes in the three layers of any market: the underlying asset, the ownership token, and the trading infrastructure. The author argues that liquidity acts as a double-edged sword—beneficial in cash flow markets but potentially destabilizing in sentiment-driven ones. Ultimately, markets are blending into a spectrum from pure cash flow to pure sentiment, driven by technology and new financial instruments, requiring systems that balance measurable value and narrative-driven appeal.

marsbit12/27 03:37

When Crypto Assets Generate Yields and Stocks Become Collectibles: A Great Migration in Valuation Logic

marsbit12/27 03:37

Cross-Chain, Copy Trading, Lightning Orders... Six Aggregators to Keep You Ahead in the Prediction Market

In 2025, prediction markets are rapidly growing, led by platforms like Polymarket and Kalshi. A key development is the rise of prediction market aggregators—advanced tools that integrate DeFi features like whale tracking, copy trading, lightning-fast orders, cross-chain liquidity, and stop-loss mechanisms. These platforms enhance trading efficiency and strategic options. Six notable aggregators are highlighted: - **TradeFox** (formerly factCheck): Acts as a professional terminal integrating Polymarket, Kalshi, and SxBet. It offers easy access with BTC/SOL deposits, copy trading, and instant order execution while preserving native platform benefits. - **Converge**: A data-focused aggregator and trading terminal offering real-time odds comparison, liquidity analysis, and low-slippage trading across Polymarket, Kalshi, and Limitless. - **Predictefy**: A comprehensive terminal (not a bot) providing deep data aggregation, arbitrage opportunities, and visual tools to compare markets like Polymarket and Kalshi. - **Synthesis**: A full-featured terminal with a unified self-custody account system using dflow protocol for seamless multi-chain USDC transactions. It includes advanced tools like limit orders and arbitrage detection. - **Verso Trading**: A minimalist, data-oriented tool for filtering and tracking markets on Kalshi and Polymarket based on odds, volume, and timeframes. - **Rocket**: An innovative, yet-to-launch platform using a unique model of 5-second settlement rounds and a unified margin account to reduce risk and improve capital efficiency. These aggregators address market fragmentation by connecting isolated liquidity pools, serving as both arbitrage tools for professionals and accessibility bridges for casual users. They are evolving into essential infrastructure, driving prediction markets from speculative betting toward efficient, financialized global information markets.

Odaily星球日报12/27 02:35

Cross-Chain, Copy Trading, Lightning Orders... Six Aggregators to Keep You Ahead in the Prediction Market

Odaily星球日报12/27 02:35

Weekly Editor's Picks (1220-1226)

Weekly Editor's Picks (Dec 20-26) by Odaily Planet Daily features curated insights from the past week. Key topics include: - **Investing & Startups**: Bitcoin underperformed gold and U.S. stocks in 2025, attributed to liquidity flows into AI-driven assets and reduced volatility via ETFs. The U.S. may use crypto to manage its $37 trillion debt. The market is shifting from retail to institutional dominance, with only 15% of new tokens gaining value post-launch. Advice for 2026: lower fundraising targets, focus on product, and embrace realism. - **Stablecoins & Payments**: Top 1,000 wallets control 84% of stablecoin transaction volume, highlighting centralization risks. - **Prediction Markets**: Kalshi’s report shows crowd consensus outperforms Wall Street in complex forecasts like CPI. - **Bitcoin & Ethereum**: Bitcoin’s 2025 development focused on quantum threat defense, layered functionality, and decentralized infrastructure. ETHGas introduced futures and pre-confirmations for block space, enhancing cost certainty. - **CeFi & DeFi**: Coinbase and Robinhood are evolving into super-apps, integrating stocks, crypto, futures, and prediction markets. Fixed-rate lending remains niche in DeFi due to user behavior misalignment. Aave captures more value than protocols built on it, sparking governance debates. - **Also Covered**: Polymarket’s migration from Polygon, meme coin performance, and weekly highlights including U.S. crypto integration progress, regulatory updates, and security incidents.

marsbit12/27 02:17

marsbit12/27 02:17

BNB Chain to activate Fermi hard fork on Mainnet in January 2026

BNB Chain will activate the Fermi hard fork on its mainnet on 14 January 2026 at 02:30 UTC. This major upgrade aims to reduce block times, improve transaction speeds, and enhance overall network performance. The changes are designed to support time-sensitive activities like DeFi trading and high-frequency on-chain interactions. Validators and node operators must upgrade their clients to remain synchronized. The upgrade occurs amid elevated stablecoin liquidity on BNB Chain, suggesting sustained transactional demand. Post-activation, focus will be on network stability, realized performance gains, and potential increases in DeFi and stablecoin activity. Fermi represents a key infrastructure upgrade focused on scaling efficiency.

ambcrypto12/26 23:00

BNB Chain to activate Fermi hard fork on Mainnet in January 2026

ambcrypto12/26 23:00

Social engineering accounts for majority of crypto TVL exploits in 2025, report shows

In 2025, crypto theft and exploits have resulted in over $2.53 billion in losses, with broader theft estimates reaching up to $3.4 billion. Social engineering emerged as the dominant attack method, accounting for 55.3% ($1.39 billion) of total exploit-related value. Private key compromises represented 15% ($0.37 billion), while other techniques like infinite mint attacks and smart contract exploits made up the remainder. North Korea-linked hackers were the most prolific threat actors, responsible for at least $2.02 billion in stolen crypto, largely due to a $1.4 billion breach of the Bybit exchange. The data indicates a shift in exploitation focus from technical vulnerabilities to human and operational weaknesses, emphasizing the need for improved user security, key management, and operational safeguards rather than solely relying on code fixes.

ambcrypto12/26 21:12

Social engineering accounts for majority of crypto TVL exploits in 2025, report shows

ambcrypto12/26 21:12

Solana and Hyperliquid dominate 2025 chain revenue!

Solana and Hyperliquid are the top blockchain revenue generators in 2025, with Solana leading at $1.3 billion and Hyperliquid following with $816 million—both surpassing Ethereum. Solana maintains high transaction volumes and revenue despite stable TVL ($7B–$12B), driven by usage in DeFi, memecoin trading, and DePIN. Hyperliquid, a specialized derivatives platform, saw TVL grow from $2B to a $6B peak before stabilizing around $4.1B, with revenue remaining strong due to sustained trading activity. Both networks demonstrate that execution efficiency and high-throughput usage, rather than TVL size or social sentiment, are key to value capture in 2025.

ambcrypto12/26 19:23

Solana and Hyperliquid dominate 2025 chain revenue!

ambcrypto12/26 19:23

USD1 crosses $3B market cap – Here’s why everyone is talking about the timing!

USD1, the stablecoin issued by World Liberty Financial, has surpassed a $3 billion market cap, making it the sixth-largest stablecoin and a significant player in DeFi. Its recent growth is largely attributed to Binance’s support, including a 20% APR incentive program and the adoption of USD1 as the primary stablecoin for BUSD-pegged assets. The token is also expanding through partnerships with platforms like Coinbase, FalconX, and Solana-based projects. However, its rapid rise is shadowed by political scrutiny, particularly from Senator Elizabeth Warren, who has raised concerns about potential regulatory favoritism linked to a major transaction involving Binance and a Trump-related pardon. Moving forward, USD1 must demonstrate sustainability beyond high-yield incentives amid evolving regulations.

ambcrypto12/26 19:03

USD1 crosses $3B market cap – Here’s why everyone is talking about the timing!

ambcrypto12/26 19:03

Crypto Market Trends from Pantera Capital. What Will Be Relevant in 2026

Pantera Capital's partner, Joey Yu, outlines key crypto trends for 2026. Major developments include the integration of AI into consumer crypto services for analytics and autonomous trading, the growth of capital-efficient on-chain lending with AI-driven credit scoring, and the expansion of gold-backed stablecoins as a key RWA segment. Prediction markets will bifurcate into financial (DeFi-integrated) and cultural (community-focused) sectors. The x402 protocol will evolve into a mainstream crypto payment solution, with Solana leading in transaction volume. Privacy-as-a-Service offerings will emerge for enterprises, and the threat of quantum computing will push institutions to secure old Bitcoin holdings. The DAT company market will consolidate, and governance token models will be challenged by new equity-like structures. Hyperliquid is predicted to dominate the perpetual futures DEX market, while proprietary AMMs will become multi-chain and handle most of Solana's volume. Finally, major fintech firms will adopt stablecoins for cross-border payments.

RBK-crypto12/26 12:08

Crypto Market Trends from Pantera Capital. What Will Be Relevant in 2026

RBK-crypto12/26 12:08

What Should the New Financial Infrastructure of the AI Era Look Like?

The article explores the limitations of current prediction markets, which, despite their success in aggregating information through risk-sharing (e.g., accurately predicting election outcomes), suffer from a flawed economic model: their most valuable output—information—becomes a free public good once generated. This restricts their viability to entertainment-driven domains like elections and sports, while critical areas (geopolitical risk, regulatory outcomes, etc.) remain unaddressed. The author proposes "Cognitive Finance," a new infrastructure designed from first principles for the AI and crypto era. Key components include: - **Private Markets**: Using trusted execution environments (TEEs) to keep prices confidential, enabling entities (e.g., hedge funds, corporations) to pay for exclusive signals without leakage to competitors. - **Combinatorial Markets**: Moving beyond isolated events to maintain a joint probability distribution, where trades update correlated outcomes simultaneously, akin to a neural network. - **Agent Ecosystems**: AI-native markets where specialized agents (trading, evaluation, information acquisition) operate with strict isolation between price access and information sourcing to prevent self-cannibalization. - **Human Intelligence**: Interfaces allowing humans to contribute knowledge via natural language without seeing prices, compensated based on predictive accuracy. The vision is a decentralized, composable infrastructure where AI systems and humans collaboratively build a continuously updated, probabilistic world model. This transcends today’s prediction markets, aiming to transform decision-making in finance, supply chains, geopolitics, and beyond by making uncertainty tradable and knowledge liquid.

marsbit12/26 11:06

What Should the New Financial Infrastructure of the AI Era Look Like?

marsbit12/26 11:06

AI-Driven New Era: SunAgent Reshapes the New Paradigm of On-Chain Interactions on TRON as an AI-Powered Intelligent Interaction Hub

AI is fundamentally reshaping commerce and society, and the crypto world is at a critical inflection point. The convergence of AI and blockchain represents not just rapid market growth but a fundamental paradigm shift in on-chain interaction. However, a significant "interaction gap" exists due to the complex, multi-step nature of traditional blockchain operations, which often involve switching between wallets, DApps, and explorers. SunAgent emerges as an architectural-level response to this problem, positioning itself as an "AI-powered intelligent interaction hub" on the TRON blockchain. Its core mission is to act as a "smart scheduling center," allowing users to execute complex on-chain operations through natural language dialogue without switching applications. By deeply integrating the capabilities of SUN.io, SunPump, TronLink, and TRONSCAN, SunAgent weaves disparate on-chain scenarios into a cohesive "conversational interface." It functions as a sophisticated on-chain operation engine—a guide for newcomers and an execution terminal for advanced users. A key example is meme coin creation: a user can simply instruct, "Help me issue a Shiba-themed meme coin with a total supply of 100 million." SunAgent's LLM parses the command, auto-generates parameters, creates imagery, deploys the contract via SunPump, and presents the transaction for user confirmation. The entire multi-step process is reduced to a single command and one signature, embodying the "Dialogue as a Service" (DaaS) concept. This "plan preview + user confirmation" model ensures user control and security, with private keys always remaining local. Built-in feasibility checks reduce errors and financial risk. SunAgent acts as an "efficiency multiplier" and "smart connector" for the TRON ecosystem, unifying swap, staking, voting, and querying into a single conversational flow. It works in synergy with SunGenX, another AI product in the TRON ecosystem, forming a "twin-engine" for growth: SunGenX simplifies creation, while SunAgent optimizes execution and asset management. This upgrade represents a pragmatic, user-centric application of AI in blockchain, moving beyond hype to deliver tangible utility. It signals TRON's strategic shift from building robust infrastructure to crafting an intelligent, user-first value network powered by conversational AI.

marsbit12/26 10:30

AI-Driven New Era: SunAgent Reshapes the New Paradigm of On-Chain Interactions on TRON as an AI-Powered Intelligent Interaction Hub