# RWA — X 热门讨论 (2026-09-24 17:14 UTC)
## @Yaaaati_M1 (Tarek_web3) · 09-24 15:22 · ♥49 ↻0 💬47 gn gINJ fam 🌌
Meridian is finally loading on @injective . 🥷
The upgrade goes live today, September 24, after 99% of stakers approved IIP-701.
What caught my attention is how much is coming together here:
regulated tokenized securities, CypherOS privacy, native INJ expansion, and next-gen RFQ perp markets.
The bigger part for me is the MultiVM side.
Institutional assets can be issued, traded and settled across the same network, while Injective keeps building around its RWA infrastructure.
This feels like a meaningful step for $INJ and the whole ecosystem.
Now we get to see Meridian in action. > 引用 @injective: Why is the Injective Meridian Mainnet Upgrade a big deal?
It will bring to $INJ
▸ Regulated tokenized securities ▸ Injective CypherOS testnet alpha: Native onchain privacy ▸ Novel Onchain INJ Expansion ▸ Next-gen RFQ perp markets ▸ Major [REDACTED] release
L O A D I N G https://t.co/yhammKKydC https://x.com/Yaaaati_M1/status/2103143114571649184
## @ottoverbull (Ottoverbull 🎒) · 09-24 14:47 · ♥50 ↻14 💬0 #USTD0 on $IOTA 🔥
Native liquidity is ready to unlock the settlement layer for #DeFi, #RWA tokenization, and the $35T global trade pipeline with #TWIN & #MLETR.
This was the final piece needed for industrial adoption. Extremely bullish on what's next. https://t.co/cYWgMuhWJU https://x.com/ottoverbull/status/2103134276330172455
## @anymose (anymose 🇭🇰) · 09-24 14:45 · ♥44 ↻0 💬28 还在卷美股上链？王炸新物种来了
今夜静悄悄，但出大事了，这条推文明天肯定要上新闻头条了。
Ondo 跟贝莱德搞了一个大事情，其他玩家还在比拼真假美股，他们直接把投资组合策略搬到链上来了！这啥意思啊，这就是不仅让有东西可以买，还能根据风险偏好来完成真正的投资。
让我们潜入！
⬇️
为什么说是大事呢？因为这是一个全新的物种，它不是单一的股票、也不是合约而是投资组合策略。你可以像买入一个股票、一个币那样简单操作，但背后的机制是把投资分散到一个组合里以期实现对应的目标。
这个物种被称作 Ondo Intelligent Portfolios ｜Ondo 智能投资组合。第一批有 3 个产品，由贝莱德强力支持：
‣ BLKHIon：高收益投资组合 ‣ BLKDIGon：多元增长投资组合 ‣ BLKGRWon：高增长投资组合
这 3 个产品策略都是全球最大的资管公司贝莱德构建，Ondo 则负责发行和运营这些链上资产组合。从这里可以看出非常清晰的定位，Ondo 要成为华尔街乃至全球资产上链的桥梁了，这个生态位卡住了。
投资组合策略到底是什么？基金买过嘛？QQQ 听过吧？你可以这样来简单理解。通过 Ondo 的技术只需要一次铸造就能把一揽子组合资产实现，你只需要买BLKHIon、BLKDIGon、BLKGRWon 任意一个就能获得对应风险和收益目标选择的 N 个资产持仓。
如果只是买入那还简单，Ondo 已经实现了可以在智能合约层面完成自动再平衡，且，铸造的资产具备完全可编程与可组合特性。因为在链上，所有资产组合和操作完全透明、完全可查。之前要搞这个老复杂了，必须得经纪账户+传统备案基金才能发行和运营，Ondo 这以操作直接可以币币交换 Swap，美国境外、符合条件且位于允许司法管辖区的用户都能一键参与。
RWA 到底看什么？技术很重要，资源卡位更重要，贝莱德这个级别的产品开发能力太强了，叠加 @Ondo 的 RWA 经验和技术， 智能投资组合来了，下一个会是什么？
祝我们好运！
/
作者：anymose ｜ 一个软核科普作家
本文仅做科普使用，不构成任何投资建议，永远记得 DYOR！ > 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/anymose/status/2103133641060835734
## @bielzinn (bielzin) · 09-24 15:14 · ♥40 ↻3 💬18 Maybe you still don’t know about this part of @jumperapp
they have an entire section focused on RWAs
→ tokenized stocks, ETFs, commodities and other RWAs from multiple issuers
→ Ondo, xStocks, Robinhood, Backpack, Coinbase, bStocks and others
→ Asset Baskets with themes like Mag7, Big Tech, nuclear, semiconductors and even politician portfolios
→ baskets with auto-rebalancing, keeping the strategy adjusted without you having to build everything manually
→ issuer comparisons across fees, dividends, redemption, custody, transferability and other metrics
that last part is especially useful for retail, because the same tokenized asset can work very differently depending on the issuer
very useful for anyone investing in or closely following the RWA sector > 引用 @bielzinn: $JUMP is coming, and this is the best possible time to look at the Jumper Thesis
@jumperapp has surpassed $40B in volume and has 100k+ monthly active users
but their ambition goes far beyond just bridges and swaps 👇
→ #1 aggregator in bridging, with ~15% market share
→ Jumper Advanced bringing limit orders, TWAP and DCA
→ Jumper RWA for tokenized stocks and other assets
→ Jumper Perps aggregating different perp venues
the idea is to have all of this in a single interface
swap, bridge, trading, yield, RWAs and perps all in one place
basically, a super-app for onchain finance, perfect for making users’ lives easier, especially crypto beginners
with the $JUMP ticker revealed today, everything gets even more interesting https://x.com/bielzinn/status/2103141049409397093
## @EARNONHOOD (EARN) · 09-24 16:30 · ♥41 ↻6 💬4 EARN is partnering with @longbowlend to strengthen the yield layer for tokenized assets.
Longbow’s RWA credit markets now power new sources of yield directly on the app.
More liquidity and greater capital efficiency to power future leveraged strategies. https://t.co/EJdSjztKJF https://t.co/nHtsw9escv https://x.com/EARNONHOOD/status/2103160031319625878
## @hameedeeno11 (⍣⃝Đ𝐞𝐞𝐧𝐨𓃵) · 09-24 14:30 · ♥44 ↻2 💬3 Most people are watching QFEX for points.
I’m more interested in what they’re building underneath that narrative.
QFEX is being built by former HFT quants, with the team also researching systematic strategies for its own markets.
The first strategy shared showed 29.6% annualized net returns in testing, unleveraged and designed to stay market neutral.
That’s an interesting direction for an RWA exchange, especially while it’s still in the QFEX pre-points phase.
Early enough to watch closely. @QFEX > 引用 @annanay: Recently I posted about Managed Accounts, the mid-frequency strategy we’ve been running on QFEX for our team members and early VIPs. We’re now opening a waitlist to a wider audience.
We run a systematic, market-neutral strategy trained with the latest AI foundation models. Our models look at momentum, volatility and relationships across markets to decide what to buy, what to short and how much to allocate to each position.
The book is then balanced to target zero net exposure and zero equity market beta. Out-of-sample APY is 29.6% (net of fees), with a Sharpe ratio of 3.01.
Your collateral stays in your own QFEX account, positions are visible in real time, and there’s no lock-up.
The video explains more about how it works.
If you’re already registered on QFEX, you can now join the waitlist. Link in the comments. https://x.com/hameedeeno11/status/2103129918611546523