二、投资逻辑：三大维度筛选潜力公链 1. 技术路线：解决"不可能三角"的创新方案 2. 生态活力：开发者与用户增长是关键 3. 商业模式：收入与代币经济模型 一、公链：数字世界的"信任基建"，为何值得投资？ 公链作为Web3的底层基础设施，通过去中心化、透明不可篡改、智能合约执行三大特性，成为支撑DeFi、NFT、GameFi等应用的核心载体。其投资价值体 现在： 1. 技术壁垒高：公链是区块链创新的源头，技术迭代直接影响行业格局（如以太坊从PoW转向PoS）； 2. 生态网络效应强：开发者和用户迁移成本高，头部公链形成"护城河"（如以太坊占DeFi TVL的70%）； 3. 政策红利窗口：全球监管逐步明确，合规化公链将获得长期发展机会（如Polygon与金融机构合作）。 · 模块化架构：Celestia专注数据可用层（DA），降低Layer2开发成本，2025年市值增长超200%； · 高性能优化：Solana通过PoH共识实现万级TPS，2024年DEX交易量多次超越以太坊，成为高频交易首选； · 安全与去中心化：以太坊通过分片（Sharding）和Danksharding技术，2025年理论TPS提升至 ...

DeFi is transforming finance and digital experiences with innovation and trustlessness.Find out more👇 https://t.co/waZWcO5KCX ...

Core Insights - The Ethereum Foundation plans to sell 1,000 ETH, valued at approximately $4.5 million, as ETH's price exceeds $4,500 for the first time since mid-September [1][2] - This sale is the Foundation's 17th ETH sale in 2025, leaving a remaining balance of about 222,720 ETH, worth around $1 billion at current prices [3] Group 1: Sale Strategy - The sale will utilize CowSwap's Time-Weighted Average Price (TWAP) feature to minimize market disruption and price volatility [1][2] - The proceeds from the sale will be converted into stablecoins to support ongoing operations, including ecosystem research, developer grants, and community donations [2][3] Group 2: Community Reactions - Frequent sales have raised concerns about creating bearish sentiment and weakening investor confidence, with some critics questioning the timing of sales during bullish market conditions [4] - Conversely, some community members appreciate the Foundation's transparency in publicly announcing its sales, which is seen as uncommon among large crypto organizations [5] Group 3: Alternative Suggestions - A crypto researcher proposed that the Foundation could leverage DeFi tools by supplying ETH on platforms like Aave to earn interest and borrow stablecoins, thus maintaining exposure to ETH's potential upside while accessing liquidity [4][5]

TVL on BSC just crossed $15,000,000,000 📸Source: @DefiLlama https://t.co/ySsW6kyTKB ...

RT rain (@hitarayo)my next ICO @flyingtulip_ ($200m)flying tulip by @AndreCronjeTech, creator of yearn, fantom, @SonicLabsflying tulip is a full on-chain exchange -> spot, perps, lending, mm, amm, clob + native ftUSDall products are in one ecosystem, which makes it unique$200M seed at $1B valuation from coinfund, dwf, etc.ICO sale details:> planning to raise $800M via public FT sale> chance for retail to join on same terms as funds> 100% unlock on TGE for investors (0% for team)> sale will happen on flying ...

RT Yoyo (@Yoyo_343_)BTCFi has pushed @Starknet’s DeFi TVL close to $300M, and it keeps growing every single day 📈 https://t.co/KF60mabW5Q ...

The world wants DeFi. ...

Unlock new DeFi opportunities with Native USDC on @SeiNetwork @YeiFinance !Sei DeFi Season 5 is underway. Supply USDC on Simple Yield Yei Finance Native USDC pool and earn your share of $600,000 rewards!#BinanceWallet.Join and start earning now ⤵️https://t.co/YUuTqnzJ70Binance Wallet (@BinanceWallet):🔥@SeiNetwork DeFi Season continues after Oct 3!We're excited to launch Sei DeFi Season 5 with $600k in rewards live right after Season 4 ends.Already deposited in Simple Yield @YeiFinance Native USDC pools? Kee ...

RT Ignas | DeFi (@DefiIgnas)$ETH potential to pump is capped by its failure to be accepted as SoV.To buy and hold $ETH now you need to believe in its ability to become a store of value asset.Yes, $ETH can run to 10k with no fundamental change, but the current narrative of tokenization and RWAs is not enough to push it much higher without the SoV premium.This narrative can even backfire as new chains ALREADY compete for RWAs and stablecoin adoption with better features like privacy, speed, and low fees.Yet n ...

Bitcoin’s been sleeping on $2T of idle value.Starknet’s BTCFi just launched to change that.Full breakdown of how we’re turning BTC into a productive onchain asset 🫳misery (@zcb_spec):BTC remains the world’s largest digital asset, but less than 0.3% of its ~$660 billion value is actively involved in DeFi. @Starknet's new BTCFi initiative aims to change that.https://t.co/wxKxBX3M4t ...