Blockbeats
Blockbeats
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Data: DeFi total value locked rose 38% in Q3 to $95 billion, recording the first quarterly growth since the 2025 peak
BlockBeats news, on September 29, CryptoRank data shows that in the third quarter of 2026, the total locked value (TVL) of DeFi rebounded after three consecutive quarters of decline, rising to $95 billion, marking the first quarterly growth since the peak in 2025.
Among them, Monad's TVL increased by 183%, ranking among the top blockchain networks by TVL; Robinhood Crypto's TVL, launched only two months ago, has already exceeded $1 billion.
Current mainstream CEX and DEX funding rates indicate the market is returning to neutral with a bearish bias
BlockBeats news, on September 29, according to Coinglass data, as Bitcoin experienced a slight rebound today, the current mainstream CEX and DEX funding rates indicate the market is returning to a neutral to slightly bearish stance. The specific funding rates are shown in the attached image.
BlockBeats note: Funding rate is a rate set by cryptocurrency trading platforms to maintain the balance between the contract price and the underlying asset price, usually applicable to perpetual contracts.
Cua Driver gives Agent "eyes": even a pure pixel interface can recognize buttons and text
Dynamic Beating AI news: The open-source Computer Use tool Cua has added an optional Perception visual extension to the Cua Driver. Originally, the Driver prioritized finding buttons through webpage structure and system accessibility trees. When encountering Canvas, games, remote desktops, or custom-drawn applications, these structures may be empty. Perception directly reads screenshots, breaking the image into regions with text, type, and position for the Agent to continue operations.
The init
Former CFTC Chairman: After the "Clarity Act" is blocked, crypto regulation urgently needs more durable rules; the boundaries of prediction markets may be defined by the Supreme Court
BlockBeats news, on September 29, former Chairman of the U.S. Commodity Futures Trading Commission (CFTC) Rostin Behnam stated in an interview with Crypto In America that with the explosive growth of prediction markets, Congress urgently needs to clarify the boundary between risk management and gambling, and related litigation may eventually be submitted to the U.S. Supreme Court.
Behnam also pointed out that after the Clarity Act failed to advance in the Senate, the CFTC's reliance on existing
Micron is about to release new financial reports, and JPMorgan is bullish on $1540
Summary: Micron May Again Exceed Expectations on Both "Earnings + Guidance," Storage Shortage Could Persist Until 2028
TL;DR:
· JPMorgan expects Micron's revenue, gross margin, and EPS this quarter to surpass market expectations, with next quarter's guidance likely to be revised upward again;
· DRAM and NAND ASPs are expected to rise about 20% quarter-over-quarter this quarter, with HBM supply-demand gap possibly lasting until 2028;
· Micron's long-term supply agreement coverage may have ris
Claude Code tunes AI applications by itself: modifies prompts, switches models, and rolls back if performance worsens
Breaking AI news from 动察: Anthropic has added an automatic tuning workflow to the official claude-api Skill for Claude Code. The build-eval step first creates test sets and scoring methods from real conversations, bugs, or manual cases. Then hillclimb lets Claude Code repeatedly modify the system Prompt, tool descriptions, model, and inference strength. After each modification, tests are rerun; improvements are kept, regressions are rolled back.
To prevent Claude from optimizing only for the te
🔥 别只盯着 K 线了！AAVE 正在下一盘大棋！
近期 ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 币价表现强劲，除了短期的行情走势，协议在业务端和经济模型上的重磅动作更值得关注。简单拆解一下 Aave 近期的核心动态与潜在影响：
1️⃣ 突破资产边界，美股抵押借贷率先落地
Aave V4 已在 Base 链上线 Equities Hub，支持符合条件的非美用户将 Coinbase 发行的 7 只代币化美股（$AAPL, $NVDA,$TSLA 等）作为抵押品借入 USDC。用户无需卖出美股仓位即可获取链上流动性。
创始人 Stani 更表示，未来抵押品将向太阳能、GPU、机器人甚至太空基础设施拓展，旨在为“富足经济”转型提供融资。
2️⃣ 风控谨慎与“跨市场跳空”风险
目前该功能处于早期阶段：风控参数极其保守（7 只股票总上限约 2900 万美元），资金利用率仅 5.34%。
需要警惕的是，传统美股交易时间与 DeFi 全天候运行存在“时间错位”，若美股周末休市期间发生重大事件，开盘跳空可能导致链上仓位瞬间清算，机制仍需持续验证。
3️⃣ 竞争加剧，Aavenomics 3.0 酝酿代币销毁
受此前 reETH 事件及内斗带来的信任危机影响，虽然 Aave 当前 TVL 已回升至 190.8 亿美元，但其在借贷与 RWA 市场的份额均有所下滑，每日协议收入也下降了约 39%。
为此，Stani 透露正考虑在 Aavenomics 3.0 中加入代币销毁机制，通过协议收入持续自动化回购并销毁 ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 。不过，由于需要优先偿还债务和修复资产负债表，回购重启仍需时间。
💡 总结分析
DeFi 长期受制于优质底层资产供给不足。Aave 的尝试不仅是拓宽抵押品范围，更是验证传统金融资产（RWA）能否真正融入链上信用体系。如果这一模式成功跑通，资产端的极大丰富将为协议带来持续收入，并通过 3.0 的销毁机制直接赋能代币价值。
从借贷加密货币到接入现实万物，Aave 正在尝试重构 DeFi 的资产边界。
South Korea's major internet brokerage Kakao Pay collaborates with Ondo Finance and Dinari to explore tokenization of Korean stocks
BlockBeats news, on September 29, South Korea's Kakao Pay Securities has respectively partnered with Ondo Finance and Dinari to explore tokenizing South Korean listed stocks and providing on-chain investment channels to overseas investors.
Kakao Pay Securities is one of South Korea's major internet brokers, backed by the Kakao financial ecosystem. As of the first half of 2026, its client custody assets have exceeded 21 trillion KRW (approximately 15 billion USD), with about 1.61 million monthly