# RWA — X 热门讨论 (2026-09-30 10:23 UTC)

## @Guomin184935 (Akiii 🦅) · 09-30 09:10 · ♥56 ↻0 💬54 最近 RWA 这条线越来越有意思了。

以前大家聊资产上链,更多是把美股、国债、基金这些传统资产 Token 化。

但这次 @OndoFinance 和 BlackRock 又往前走了一步:

不只是资产上链,而是连“投资组合”都开始上链了。

简单拆一下 ⬇️

1/ 一个 Token = 一套投资组合

Ondo 推出了 Intelligent Portfolios,首批上线 3 个由 BlackRock 为 Ondo 设计的策略:

→ BLKHIon:High Income,高收益 → BLKDIGon:Diversified Growth,多元增长 → BLKGRWon:High Growth,高增长 以前想配一套 Portfolio,要自己买不同资产、调仓、管理策略。 现在直接把整套策略打包成一个 Token。

2/ 这和普通 RWA 还不太一样

过去 RWA 解决的是:

怎么把一只股票、一张债券搬到链上。

现在开始解决的是:

怎么把传统金融成熟的资产配置逻辑,一起搬到链上。

⭕️从 Tokenize Asset,到 Tokenize Portfolio,我觉得这是更值得关注的变化。

3/ 钱包可能会变成真正的“投资账户”

如果未来股票、债券、ETF、基金,甚至各种 Portfolio 都能 Token 化,那么钱包里装的可能就不只是 Crypto。

你打开钱包看到的,可能就是自己的整套全球资产配置。

以前 Crypto 想把金融搬上链。

现在看,可能真的开始一块一块往链上搬了。

RWA 真正大的故事,或许才刚刚开始。 > 引用 @Ondo: Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.

Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.

The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.

1. BLKHIon: Ondo High Income Powered by BlackRock

2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock

3. BLKGRWon: Ondo High Growth Powered by BlackRock

Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.

“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock

Ondo Intelligent Portfolios can unlock novel capabilities:

→ Programmatic rebalancing → Full composability with DeFi → Complete transparency onchain → Multiple asset classes in a single token

This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain. https://x.com/Guomin184935/status/2105223694847222149

## @RWAFoundation_ (RWA Foundation) · 09-30 09:17 · ♥46 ↻6 💬8 Another massive day on the cards for tokenization. https://x.com/RWAFoundation_/status/2105225474548863437

## @RWAFoundation_ (RWA Foundation) · 09-30 09:22 · ♥43 ↻8 💬5 Q4 is going to be MASSIVE for tokenization. https://x.com/RWAFoundation_/status/2105226662128329054

## @bnbcaptain (Captain X 🔸) · 09-30 07:09 · ♥41 ↻8 💬6 Token Holder Growth Across Leading Chains

BNB Chain leads with 374.2M token holders, followed by Ethereum at 334.2M.

Different chains. Growing crypto ecosystem together

@BNBCHAIN

#BNBChain #RWA https://x.com/bnbcaptain/status/2105193407799030141

## @_thebestevent (The Best Event) · 09-30 10:12 · ♥51 ↻0 💬0 Brickken has tokenized over $500 million in assets for 150+ clients across 30 countries, and a fresh €3M pre Series A round just closed to fund The Brickken Group, a new holding structure built for international expansion and regulatory scale. 🔥

Compliant tokenization only works if the infrastructure behind it holds up, which is exactly what @Brickken builds. They join AFTERDARK Singapore as Event Partner to connect with the founders, issuers, and investors pushing that space forward. 🚀

If you're exploring RWA tokenization, evaluating infrastructure as an issuer or asset manager, or investing in this category, meet Brickken at The Best Event in Singapore.

Sign up: https://t.co/FUBbr9BAX6

Want a bigger table or interested in sponsoring? DM @mihirodhrani on Telegram. https://x.com/_thebestevent/status/2105239358962122885