# stablecoins — X 热门讨论 (2026-10-02 16:24 UTC)
## @KAVA_CHAIN (Kava) · 10-02 16:01 · ♥230 ↻25 💬21 The most underrated data point in crypto right now:
41% of businesses using stablecoins report 10%+ cost savings.
That's not a crypto metric. That's a P&L metric.
Finance teams respond to P&L 📉➡️📈 https://x.com/KAVA_CHAIN/status/2106051837761573061
## @Bilalbinsaqib (Bilal bin Saqib MBE) · 10-02 13:53 · ♥86 ↻10 💬30 Tokenisation & stablecoin aren’t a crypto story, it's a capital efficiency strategy.
Pakistan received a record $ 41.6bn in remittances in FY26. Shave 1% off the cost using stablecoins, and roughly $416M a year stays with Pakistani families instead of intermediaries.
That's just money moving in. The bigger shift is making the assets available for capital injection!
Put sovereign debt, credit and real estate onchain, and they become easier to price, trade and settle, and reachable by global investors who could never access them before.
For emerging economies, the digital asset wave isn't optional, it's how we stop waiting in line for capital & show emerging opportunities to the world. https://x.com/Bilalbinsaqib/status/2106019763482767700
## @IOV_OWL (King Solomon (Ryan Solomon)) · 10-02 15:28 · ♥53 ↻11 💬3 XDC Network Research and Engineering just published XIM, a new interledger protocol designed to connect public blockchains, institutional networks and traditional financial rails.
The architecture draws on concepts from Quant Overledger, Chainlink CCIP and Canton Network, supports ISO 20022, and targets stablecoins, tokenized assets and cross-ledger settlement.
xdce-crowd-sale:native ethereum:0x514910771af9ca656af840dff83e8264ecf986ca canton-network:native https://x.com/IOV_OWL/status/2106043652225003687
## @HouseofChimera (House of Chimera) · 10-02 15:01 · ♥45 ↻10 💬4 Top Crypto Narratives by Social Mindshare
🔹 Stablecoins 🔸 GameFi 🔹 Ethereum 🔸 Layer 1 🔹 Bear Market
Where do you think it moves next? 👀 https://t.co/0IOOpz8CZh https://x.com/HouseofChimera/status/2106036748115693964
## @oxkimia (KIMIA) · 10-02 10:36 · ♥41 ↻0 💬17 GM CT💚
Most traders stay stuck between two separated worlds: traditional Wall Street equities and round-the-clock crypto trading. @arcus_xyz removes that barrier. The platform lets you trade perpetual contracts on crypto alongside tokenized shares like Tesla and Apple around the clock. Your funds stay in your own self-custody wallet, meaning no broker holds your private keys.
Here's why it matters.
You deposit real-world assets as collateral and enter leveraged trading positions directly. Trades settle in dollar stablecoins without delays. You keep full control of your capital without trusting a centralized clearinghouse.
The perpetual waitlist line moves quickly right now. More than one hundred thousand traders are queued up for early access. The team uses an activity score to rank accounts. Two actions bump you forward in line: your previous trading volume across perp and tokenized asset markets, and successful referral invites. Every user who registers through your link pays a slice of their trading fees directly to you.
Next steps:
Open the link below, connect your wallet, and lock in your queue position:
https://t.co/vZb14BvDgP https://x.com/oxkimia/status/2105970045553635691
## @Xfinancebull (X Finance Bull) · 10-02 11:01 · ♥44 ↻2 💬4 I was talking about $ONDO when it was still down bad.
I kept digging, and the fundamentals I was waiting for are now showing up in real time.
I posted the thesis publicly.
The deeper levels, entries and targets went to my subscribers feed.
A few months later, $ONDO pumped hard.
Now I want to explain why I was buying attention around Ondo in the first place, because this goes way beyond “tokenized stocks.”
Watch this interview on TheStreet Roundtable. John Hoffman called what Ondo is building a potential “SPY moment” for onchain finance.
That comparison makes sense when you understand what SPY changed.
Before ETFs, investors had to buy many stocks individually to recreate an index.
SPY wrapped hundreds of companies into one tradable security.
Ondo is taking that idea another step.
Stocks. ETFs. Bonds. Fixed income. Bitcoin exposure. Thematic investments.
All of that can now be packaged into one
programmable portfolio token that can move between wallets, rebalance automatically and eventually interact with other financial applications.
And BlackRock is already involved.
The first Ondo Intelligent Portfolios include three strategies developed by BlackRock:
BLKHIon BLKDIGon BLKGRWon
Ondo manages and administers the actual onchain products.
Then Ondo has its own strategies like:
YLD8on YLD5on MAG7Xon BRAINon
BRAINon alone represents 36 underlying positions across the AI ecosystem.
Think about how simple that becomes for an investor.
Instead of buying 36 different positions, managing them separately and manually rebalancing them, you can own one token representing the whole strategy.
But the part that makes me even more bullish is what happens after you own it.
A portfolio token can potentially become collateral.
You could hold it. Borrow against it. Lend it. Move it. Use it inside another DeFi strategy.
Ondo already proved part of this model with Chainlink and Euler.
Tokenized assets like SPYon, QQQon and TSLAon can use Chainlink pricing and be used as collateral to borrow stablecoins.
Now imagine doing the same thing with an entire diversified portfolio.
That is when tokenized investing starts looking completely different from a brokerage account.
And Ondo already has serious distribution.
More than $1B in tokenized-stock TVL. More than $26B cumulative trading volume. More than 260 tokenized stocks and ETFs.
Ethereum. Solana. BNB Chain. Binance. Ledger. MetaMask. Trust Wallet. 1inch. UniswapX. PancakeSwapX.
The infrastructure is already reaching users.
Then Ondo and Alpaca added in-kind conversion, allowing approved institutions to move actual traditional shares into tokenized shares.
Oasis Pro Markets became the first tokenization company to join DTCC Fund/SERV, which handles more than 85% of U.S. mutual-fund transaction activity.
Ondo is also building inside the United States with FINRA-authorized infrastructure.
And in May, Ondo worked with Kinexys by J.P. Morgan, Mastercard and Ripple on a near-real-time cross-border redemption of an Ondo tokenized Treasury fund, with the asset leg settling on XRPL in under five seconds.
Look at how much infrastructure has formed around this one ecosystem.
Stocks. Funds. Portfolios. Collateral. Trading. Settlement. Traditional share conversion. Institutional distribution. U.S. market access.
And now Ondo Network is being built as another execution layer around financial markets.
$ONDO itself sits on the governance side of this expanding ecosystem, with a fixed 10B token framework and governance over parts of the decentralized infrastructure.
If Ondo keeps becoming more important to tokenized capital markets, I think governance around that ecosystem becomes much more important too.
I didn’t call the bottom because the chart looked cheap.
I called it because I saw where Ondo was trying to go.
And now BlackRock strategies, DTCC infrastructure, Chainlink collateral, Alpaca conversions, Broadridge, FINRA access and institutional settlement are all filling in pieces of the thesis.
I’m still bullish based on the research I’ve done, and I’m staying locked in.
Read the products, study the infrastructure and understand what you hold for yourself.
You locked in? > 引用 @Xfinancebull: Do you hold $ONDO?
This might be one of the most undervalued digital assets in the entire market right now.
👉80% of the tokenized U.S. Treasury market 👉$693M in OUSG 👉Partnered with BlackRock and Mastercard 👉250+ tokenized stocks and ETFs
At these prices? Generational. https://t.co/61m5DoUmbO https://x.com/Xfinancebull/status/2105976337018364275
## @Sakrexer (Peggy) · 10-02 13:05 · ♥41 ↻1 💬7 Borrowing $usdc via blp currently costs 9.2% apy as utilization rate increased
Be careful if you are a borrower
If you have some idle stablecoins , make sure to activate portfolio margin so you earn 6%+ apy on your usdc https://t.co/3IdeCkJerH https://x.com/Sakrexer/status/2106007691118137378