Arcusポイント、Season 0結果が出た ⏩出来高 $5B超・約1.5万人 ⏩加点対象：株式トークン・RWA取引、米株時間外取引の２点（今後変更あり） ✅参加 app.arcus.xyz/ref/0XMACH 自分の場合、株式Perpが中心で、時間外の約定が多く、保有は数日単位。公式の加点条件に近いかな、という感じでした。 ✅ポイント紹介記事 arcus.xyz/blog/introducing-a…

Blast will be shutting down. We launched Blast with the goal of building a self-sustaining chain for users and developers. Unfortunately, the economics of operating the chain no longer make sense: the ongoing costs of maintaining Blast exceed the revenue generated by the L2, and we do not see a credible path to making the chain economically sustainable. As a result, we've made the difficult decision to wind Blast down. We're sorry to the users and developers who believed in Blast, built on it, and supported the ecosystem. Our priority now is making the shutdown as smooth and safe as possible. We're asking all users to withdraw their assets from Blast to Ethereum mainnet, including any balances held in the Blast PWA. To make this easier, we will be reducing the withdrawal delay to 24 hours. As part of the shutdown process, we'll first begin withdrawing Blast's Lido assets. This process is expected to take approximately one week. During this period, withdrawals will temporarily be unavailable, even after the withdrawal delay is reduced to 24 hours. Once that process is complete, withdrawals will resume with the new 24-hour delay. Users will have until October 26, 2026 to withdraw through the normal Blast interface. After October 26, assets will remain withdrawable, but users will need to interact directly with the Blast bridge contracts on Ethereum L1. We'll publish detailed instructions before then. We strongly encourage everyone to withdraw their assets to Ethereum mainnet before October 26.

总结了下现在加密市场的炒作叙事，我最后只留下 7 条，欢迎大佬们补充。 第一：隐私 / Privacy：ZEC → ZAMA → NEAR。 ZEC负责打开空间，ZAMA把隐私从匿名转账推进到 Confidential DeFi，NEAR则吃到 Intent、Chain Abstraction、隐私执行这些交叉叙事。 尤其 RWA 真上链以后，机构不可能接受仓位、交易和身份全部裸奔，Privacy 反而开始从老叙事变成基础设施。 第二：Tokenized Stocks / RWA / 币股 9 月 17 日 SEC 的 Innovation Exemption 已经把事情往前推了一大步，允许符合条件的 Tokenized NMS Stocks 通过 permissioned AMM 交易，而且要求保留股息、投票等真实股东权利。 往下就是两层：ONDO、LINK、UNI 这类基础设施吃产业 Beta。 AI、MARSCOIN、4Stock 这种币股 Meme 吃注意力和高弹性。 第三： Launchpad / 链上赌场基础设施 PONS、STONK、STONKEX、PUMP 热点越多、发币越多、交易越疯，平台越赚钱，9 月初 PONS、Stonkfun 都出现过单日协议收入超过 Pump.fun 的情况。Meme 会死，赌场可能一直收手续费。 第四： Pre-IPO / Private Market 这其实是 RWA 下一阶段。股票上链解决公开市场资产 24/7 交易，Pre-IPO 解决的则是普通人根本买不到。 OpenAI、Anthropic、SpaceX、Stripe、Oura、Polymarket。 只要 Binance、Coinbase、Robinhood 继续往这里卷，一级市场权益被拆成链上可交易筹码，天然就是新的赌场。 第五：AI × Revenue × Token Value Capture 我现在已经不太想看AI + 发币这种老故事了，真正有意思的是 AI 产品有人付钱，收入最后能不能回到 Token。 VVV 这种 Revenue → Buyback/Burn 的模板值得盯，下一轮真正有弹性的 AI 币，大概率也得回答一个问题： 公司赚钱，跟你这个币到底有什么关系？ 第六： Perp DEX / Protocol Cash Flow / Buyback 以前看 TVL、用户数、空投预期，现在市场越来越愿意为 Revenue → Buyback → Burn/Stake 付钱。 第七：Stablecoin / Arc / Agent Payments 这条现在还早，但产业想象力很大。 Arc 9 月 16 日主网上线，本身就是围绕 Stablecoin、机构结算和 Agentic Economy 设计。 再往外就是 x402，让 AI Agent 自己买 API、买数据、买推理、用稳定币结算。 问题是目前真实 Agent 商业规模还远没有叙事吹得那么大，所以这条我暂时定义成： 产业 Alpha 很强，Token Alpha 还没完全出现。

Ammora KBW Boost Event 🇰🇷 Ammora is heading to Korea Blockchain Week, supported through @Official_Upbit’s @GIWA_by_Upbit GASOK Program. We’re continuing to build Ammora as the Programmable Liquidity Layer for the GIWA ecosystem, helping assets move beyond token issuance and into real, active markets. To celebrate, we’re launching the Ammora Boost Event. Complete new missions, earn more AP, and keep building your position in Ammora. 📅 Event Period Sep 20 – Oct 3, 2026 We’re looking forward to connecting with more builders, communities, and partners across the ecosystem.

📈 Perp DEX Open Interest Hits a New ATH Crypto open interest on perpetual DEXs has reached a new all-time high of $19B, while total open interest climbed to a record $25B. At the same time, RWA’s share of total open interest has grown from just 6% at the beginning of 2026 to 24% today, highlighting the rapid expansion of on-chain perpetuals into stocks, commodities, and other real-world assets.

$137M stolen, 11 projects shut down, 15 hacked Just Q1 2026 Hope none of this touched you 👇 🔻 Projects that already shut down in 2026 > Polynomial ( @PolynomialFi ) > Slingshot ( @SlingshotCrypto ) > Zerolend ( @zerolendxyz ) > Pryzm ( @Pryzm_Zone ) > Nifty Gateway Studio ( @niftygateway ) > MilkyWay ( @milky_way_zone ) > Parsec ( @parsec_finance ) > Step ( @StepFinance_ ) > DataHaven ( @DataHaven_xyz ) > Tally ( @tallyxyz ) > Balancer Labs ( @Balancer ) 🔻 15 protocols by funds lost: Since January, hackers have drained over $137M across 15 protocols > Step Finance: $27.3M > Truebit: $26.2M > Resolv: $25M > SwapNet: $13.4M > YieldBlox DAO: $10.97M > Saga: $7M > Makina: $5M > IoTeX: $4.4M > Aperture: $3.7M > Venus: $3.7M > CrossCurve: $2.8M > Solv Protocol: $2.7M > FOOMCASH: $2.3M > Moonwell: $1.8M > TMX: $1.4M 💙 Don't miss any updates 👇 t.me/atoms_research

xPoints are coming. This marks a new chapter for the xStocks ecosystem. Rewarding participation, aligning incentives, building the future.

Internet Capital Markets on @solana deserve real Limit Orders. Reliable fills. Low fees. Fast execution. Introducing Titan Limit Orders. Launching with select USD1 pairs in partnership with @worldlibertyfi, including 2 weeks of USD1 incentives. Executed by world class market makers like @auros_global.

Thanks to everybody for trying out the new dust sweeper! Please feel free to share any feedback or suggestions you may have 🧹

We’ve raised a $7M Seed Round led by Galaxy Ventures @galaxyhq to build the gateway to internet capital markets on @solana. Titan launches to the public today at titan.exchange.

Meet the new Titan. Sharper look with even more trading edge. Final weeks of Private Beta at titan.exchange

We're one step closer to launching the most advanced money market on Solana with @0xFluid Today, the Jupiter Lend Private Beta is live for those on the waitlist 🥳 Public Launch (with incentives from 10+ partners) drops later this month But first, let's set expectations... 🧵