# DeFi — X 热门讨论 (2026-10-08 09:09 UTC)
## @whoiswannie (Wannie) · 10-08 04:39 · ♥72 ↻11 💬50 𝐀 𝐪𝐮𝐢𝐜𝐤 𝐫𝐞𝐜𝐚𝐩 𝐨𝐟 𝐁𝐚𝐬𝐞 𝐁𝐮𝐢𝐥𝐝𝐞𝐫 𝐑𝐨𝐮𝐧𝐝𝐭𝐚𝐛𝐥𝐞 𝟎𝟎𝟐
From Tolenized equities and DeFi liquidity to AI governance and new ways to access real world assets!
A lot is happening on @base, and this conversation was only a glimpse
Watch below🔽 https://t.co/bldYpDIxCI https://x.com/whoiswannie/status/2108054576523849800
## @QueenAuroraonX (Queen Aurora) · 10-08 06:18 · ♥79 ↻1 💬43 Well have you been exploring DeFi on TON and you haven’t looked into @ston_fi yet.
Yeah maybe that's why you haven't found anything nice and you might just be missing one of the bigger pieces of the ecosystem.
So come on don't be shy let me tell you all about @ston_fi.
So @ston_fi is a non custodial DeFi platform built around making token swaps and liquidity more accessible, while keeping users in control of their assets.
Do you know?
That you can swap tokens, provide liquidity, explore DeFi opportunities and, with its cross chain infrastructure, move beyond the usual Ton only experience.
I bet you didn't know well now you know.
I’m starting to dig deeper into @ston_fi , so I’ll be sharing more of what I find along the way.
Join me in this journey y'all😎 https://x.com/QueenAuroraonX/status/2108079490521833559
## @Xfinancebull (X Finance Bull) · 10-08 02:01 · ♥71 ↻10 💬4 Ngl, it’s hard not to be bullish on $ONDO long term.
The more I study where Ondo is heading, the less I see it as just another RWA project.
BlackRock developed three portfolio strategies specifically for Ondo.
That is a much bigger step than simply putting one BlackRock product onchain.
Ondo already built the asset layer first. OUSG connected into BlackRock’s BUIDL. Ondo Nexus brought together tokenized assets from BlackRock, Franklin Templeton, WisdomTree, Wellington Management and others.
Then Ondo moved into tokenized stocks and ETFs.
Now BlackRock is contributing actual portfolio-construction strategies.
To me, that shows the relationship moving from individual assets into full investment management. John Hoffman called this the “SPY moment for onchain finance.”
I understand why.
SPY became powerful because one product could represent broad market exposure and then become useful across trading, hedging, lending and institutional portfolios.
Ondo is trying to take that idea another level higher. One token can represent an entire strategy.
Stocks. Bonds. Alternatives.
Even crypto exposure in some portfolios.
And the allocation can be rebalanced programmatically. BlackRock’s own numbers make this even more interesting.
U.S. model portfolios already represent around $4 trillion, with BlackRock estimating the total opportunity above $11 trillion.
So Ondo is entering a market already measured in trillions.
And Ondo is not starting from zero.
Ondo Stocks had already crossed $1B TVL, more than $26B in cumulative trading volume, and expanded beyond 450 tokenized stocks and ETFs.
Every additional security becomes another building block for future portfolios.
Then those portfolio tokens can potentially become collateral.
That is the part I keep thinking about.
Hold the portfolio. Use it as collateral. Borrow against it.
Keep the original investment exposure.
Ondo already has tokenized securities being used as collateral through Morpho, Gauntlet and Euler, and Ondo Perps already uses tokenized assets inside its trading infrastructure.
So the path is already forming.
BlackRock brings the portfolio design. Ondo turns it into programmable assets. DeFi can turn those assets into collateral. Credit can turn collateral into productive capital.
And $ONDO sits as the governance exposure to an ecosystem trying to build much more than tokenized Treasuries.
I’m looking at this as a long-term build.
And honestly, the deeper I go, the more bullish the setup looks. > 引用 @Xfinancebull: Want to know why $ONDO is exploding?
BlackRock just gave Ondo something much more valuable than another partnership headline: Actual investment strategies built for its onchain platform.
This one needs to be understood properly.
BlackRock could easily keep everything inside traditional brokerage infrastructure.
It already manages about $15.3 trillion.
Instead, BlackRock developed three model portfolio strategies that Ondo Finance turned into blockchain-native products.
That tells me Ondo is moving deeper into the financial stack.
The first three are:
-Ondo High Income Powered by BlackRock -Ondo Diversified Growth Powered by BlackRock -Ondo High Growth Powered by BlackRock
And each becomes a token investors can hold onchain.
-Ondo handles the tokenized securities. -Ondo handles the smart-contract logic. -Ondo handles rebalancing and implementation.
BlackRock provides the portfolio construction.
That combination is powerful because the token can eventually do far more than sit there like a normal fund position.
Ondo says these portfolio tokens can eventually be used as collateral, plugged into lending, used around perps, earn products, or even combined inside other Intelligent Portfolios.
Imagine holding a BlackRock-designed diversified portfolio inside a wallet, borrowing against it, then still keeping the portfolio exposure.
That is where tokenization starts changing how financial products actually behave.
And Ondo already built the base layer.
Ondo Stocks passed $1B TVL.
More than 260 tokenized stocks and ETFs were already live by May.
Cumulative volume reached more than $26B by September.
The wider platform now advertises 450+ assets.
Then Ondo started connecting both sides of finance.
On the crypto side:
-Binance Alpha -Ledger -NEAR Intents
On the institutional side: DTCC
-Broadridge -J.P. Morgan Kinexys -Mastercard -Ripple
And Mirae Asset, which is working with Ondo on tokenizing Global X ETFs.
That combination is rare.
Ondo can potentially take a traditional manager's investment strategy, convert it into a programmable onchain product, distribute it through wallets and exchanges, then still connect back into traditional infrastructure.
BlackRock has also been saying publicly that traditional investments are moving toward digital wallets and that tokenization could eventually touch stocks, bonds, funds and other assets.
Now BlackRock's own strategy is actually showing up inside Ondo products.
That is a huge step beyond theory.
And I think this is the part the market is reacting to.
Ondo is no longer limited to tokenizing individual assets.
It is starting to tokenize the investment strategy itself.
If BlackRock's three portfolios expand into dozens of strategies and more global asset managers follow, Ondo starts looking less like a tokenized-Treasury company and more like infrastructure for global onchain asset management.
That is a completely different $ONDO story.
HIGHER! https://x.com/Xfinancebull/status/2108014768112197748
## @AYYILDIZ3253 (AYYILDIZ3253) · 10-08 06:55 · ♥72 ↻1 💬0 🥷10 gün içinde Pi Network, blokzincirini SCP protokolünün en son sürümüne güncelleyecek.
Kurucular (CT) bu hafta Singapur'da düzenlenen Token2049 etkinliğinde konuşma yaparsa; ZK-Proofs, AMM, DEX, DeFi, sertifikalar/dijital parmak izi ve dApp'ler gibi protokol özelliklerinin dağıtımıyla ilgili güncellemeleri paylaşma olasılıkları oldukça yüksek.
Hepimiz bu özelliklerin hayata geçirilmesine dair haberleri heyecanla bekliyoruz.
Sadece arkama yaslanıp…
Sessizce izliyorum 👁️️
🌐 Altyapı sapasağlam.
⚙️ Sistem güncelleniyor.
🧩 Bütün parçalar tek tek birleşiyor.
🏗️ Ekosistem çığ gibi büyüyor.
🚀 Ve o beklenen büyük aşama artık kapıda!
Yıllarca insanlara gözlerinin önündeki gerçeği anlatmak için çabaladık.
Peki ya bugün?
Artık kimseye tek bir kelime bile açıklamak zorunda hissetmiyorum. 😏
Sadece gözlemliyorum
Taşların yerine oturuşunu, zincirin tamamlanışını izliyorum. 🧩🔗
Ve açık konuşmak gerekirse…
Resim artık tamamen netleşti.🌅
Bu yüzden sadece rahatıma bakacağım. 🪑
Çayımı yudumlayıp zamanın akışına bırakacağım. ☕
Gelecek bölümün kendi ihtişamıyla sahneye çıkışını izleyeceğim.
Boş vaatler yok.
Kuru gürültü yok.
Spekülasyon yok.
Sadece izle ve gör. 👀
Çünkü bazen söylenebilecek en güçlü söz şudur:
"Ben sana sadece izlemelisin demiştim." 🔥
💜 Büyük finale çok yakınız. 💜 https://x.com/AYYILDIZ3253/status/2108088947469320522