行业复苏与规模 - 去中心化金融协议锁仓总额达到1700亿美元 标志着2022年Terra/LUNA生态崩溃及后续熊市全部损失已被收复 [1] - 当前增长周期更为稳健 从2022年10月的420亿美元逐步上升至2025年9月的1700亿美元 而上一轮牛市(2021年1月至2022年4月)锁仓额从160亿美元激增至2020亿美元 [4] - Terra崩溃事件导致1000亿美元锁仓价值几乎一夜蒸发 该算法稳定币项目提供20%不可持续收益率 最终引发全行业传染性坏账 [5] 竞争格局演变 - 以太坊以59%份额保持主导地位 但新兴公链正在分流其市场份额 [2] - Coinbase支持的二层网络Base、HyperLiquid一层区块链及Sui共同积累超100亿美元锁仓价值 约占市场份额6% [2] - Solana以144亿美元锁仓成为第二大区块链 BNB链以82亿美元位列第三 [3] 投资者行为变化 - 机构采用以太坊导致资金从Lido等流动性质押产品转向Figment等机构质押产品 [3] - 模因币活动激增推动Solana和BNB链增长 [3] - 当前收益率回归理性水平 Aave稳定币借贷收益率为5.2% Ether.fi再质押收益率为11.1% 远低于Terra时期20%的收益率 [6] 发展挑战与驱动因素 - 行业仍面临与模因币相关的猖�黑客攻击、诈骗和拉地毯骗局 [7] - 机构采用和资金流入以太坊及Solana等资产将继续推动看涨叙事 [7] - 投资者从2022年错误中吸取教训 建立了更成熟的借贷和收益生成生态系统 [4]

BOCA RATON, FL, Sept. 18, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”) the first public company with a treasury strategy built to accumulate and compound Solana (“SOL”), today announced that it will begin deploying its own balance sheet directly into other Digital Asset Treasuries (“DATs”) through its Treasury Accelerator program.  The Company expects to commit between $5 million and $75 million per vehicle to opportunities across global DATs, using a combination of equity ...

新协议提案 - Curve Finance创始人Michael Egorov提出名为Yield Basis的新协议 旨在为质押CRV代币参与治理投票的持有者提供更直接的收入方式 取代偶尔的空投模式[1] - 协议将铸造6000万美元crvUSD稳定币 其中3000万美元用于支持三个比特币相关资金池(WBTC cbBTC tBTC) 每个资金池上限为1000万美元[2] - Yield Basis协议将把35%至65%的价值返还给veCRV持有者 同时保留25%的Yield Basis代币用于Curve生态系统[2] 协议设计特点 - 专门为吸引机构和专业交易者设计 通过提供透明且可持续的比特币收益 避免自动化做市商常见的无常损失问题[3] - 采用复合杠杆机制消除无常损失风险 该风险指流动性池中资产价值与直接持有资产相比发生变化 导致流动性提供者在提取时收益减少或损失增加[4] 创始人背景情况 - 创始人Michael Egorov在2024年遭遇多次重大清算事件 6月因大量借贷CRV支持其价格 导致价值超过1.4亿美元的CRV头寸被清算 造成Curve产生1000万美元坏账[5] - 最近在12月又被清算918,830 CRV(约88.2万美元) 当时代币单日下跌12% 该头寸与uWu黑客事件资金有关[5] 市场表现 - CRV代币在过去24小时内上涨约1%[6]

BOCA RATON, FL, Sept. 17, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”) the first public company with a treasury strategy built to accumulate and compound Solana (“SOL”), today announced the acquisition of 62,745 SOL. This purchase brings the Company’s total holdings to 2,095,748 SOL, valued at approximately $499 million. Below is a summary of DeFi Dev Corp.’s current SOL position and key per-share metrics as of September 16, 2025: Total SOL & SOL Equivalents Held: 2,095,748 ...

Circle, the issuer of USD Coin (USDC), has expanded its presence in decentralized finance by investing directly in Hyperliquid’s ecosystem, marking its first stake in HYPE tokens. The move comes alongside the official launch of native USDC and the Cross-Chain Transfer Protocol (CCTP) V2 on Hyperliquid, positioning the stablecoin at the center of one of DeFi’s fastest-growing platforms. Circle Boosts USDC Liquidity on Hyperliquid, Eyes Validator Role According to Circle, USDC will be deployed on HyperEVM ...

Chainlink has deepened its grip on the oracle market after announcing a major partnership with Polymarket, the world’s largest on-chain prediction market, to enhance market resolution accuracy and speed. The deal cements Chainlink’s dominance at 62% of the oracle sector, according to DeFiLlama, indicating its growing role as key infrastructure for decentralized finance. Source: DefiLlama Chainlink Data Streams Now Power Bitcoin and Ether Prediction Markets on Polymarket According to the announcement, P ...

The token belonging to decentralized finance-focused asset manager and tech firm Ondo Finance is extending gains this week alongside a rising crypto market and fresh headlines related to the world’s largest asset manager, BlackRock. While the crypto market’s broader bullish sentiment is being driven by the strong possibility of a Federal Reserve rate cut decision, the tokens' rise coincides with BlackRock’s plans to introduce exchange-traded funds onto public blockchains, Bloomberg reported Wednesday. Ondo ...

MYX Finance, the decentralized derivatives platform, has denied recent allegations of fraud and manipulation with the MYX token airdrop. The exchange has been in the spotlight after its native cryptocurrency MYX gained 1200% in the last two days. Some analysts have warned of a possible rug pull, citing several red flags in the project. MYX Finance Faces Airdrop Fraud Allegations The surge in the popularity of MYX Finance over the past week comes with its own share of criticism. Blockchain analytics pl ...

A glowing MYX coin rockets upward as a turquoise liquidation wave shatters red short-position towers across a futuristic DEX cityscape. MYX, the native token of MYX Finance, has rallied more than 200% in the past 24 hours, making it the biggest gainer on Sept. 9, according to CryptoSlate data. The token, which powers a BNB Chain-based decentralized exchange specializing in perpetual derivatives, jumped from around $6.28 to $17.75 at press time. That surge pushed MYX’s market capitalization above $2.1 bil ...

产品发布与合作 - Bitget Wallet与Aave合作推出Stablecoin Earn Plus收益产品 提供10%基础年化收益率 [1] - 产品将USDC存入Base网络上Aave的超额抵押借贷池 并通过Bitget Wallet补贴保障收益 [2] - 用户最低1美元即可参与 收益实时累积且支持秒级提现 [2] 收益优势比较 - 该产品收益率达10% 是其他钱包和交易所典型收益率(约6%)的两倍 [3] - 传统银行账户年收益率通常不超过2% 去中心化市场提供更具吸引力的风险调整后收益 [3] - 过去18个月Aave收益率甚至超过美国国债表现 [3] 安全保障机制 - Bitget Wallet用户保护基金由6,500枚BTC支持 价值超过7亿美元 [4] - 结合链上验证透明度 双重保障资金安全 [4] 行业领袖观点 - Aave Labs创始人认为合作使全球更多用户能简易获取Aave收益 [5] - Bitget Wallet首席营销官表示合作将机构级收益机会带给更广泛用户群体 [5] 产品扩展计划 - 产品基于Aave生息aToken构建 未来数月将扩展至更多稳定币、协议和区块链 [6] - 9月9日至15日参与用户可享受首周18% introductory年化收益率 [7]