# DeFi — X 热门讨论 (2026-09-24 17:47 UTC)

## @waleswoosh (wale.moca 🐳) · 09-24 17:13 · ♥100 ↻5 💬41 Insane, you have strategies developed by BlackRock specifically for Ondo, basically a whole new onchain product category.

Curated investment portfolios as single on-chain tokens, meaning you can get exposure to a transparent weighted basket of tokenized assets instead of individual ones, and since they are freely tradeable they're also composable with DeFi.

Huge next step for tokenized assets and Blackrock and @Ondo working together is insane > 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/waleswoosh/status/2103170848702292434

## @e_etini (𝗪𝗲𝗯𝟛 𝗚𝗲𝗺𝗶𝗻𝗶 ♊) · 09-24 14:06 · ♥71 ↻26 💬7 𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝘀 𝗪𝗵𝗲𝗻 𝗮 𝗦𝗺𝗮𝗿𝘁 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝗡𝗲𝗲𝗱𝘀 𝗧𝗼 𝗞𝗻𝗼𝘄 𝗪𝗵𝗮𝘁 𝗜𝘀 𝗛𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗢𝘂𝘁𝘀𝗶𝗱𝗲 𝗧𝗵𝗲 𝗕𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻?

This is one of the less visible problems in Web3.

A blockchain can store and verify information on chain.

But it cannot naturally look outside the blockchain and know the current price of an asset, the weather, a sports result, or other external information.

That is where #WINkLink comes in.

🧵👇

1️⃣ 𝗟𝗲𝘁'𝘀 𝗦𝘁𝗮𝗿𝘁 𝗪𝗶𝘁𝗵 𝗧𝗵𝗲 𝗣𝗿𝗼𝗯𝗹𝗲𝗺

Imagine a lending platform on TRON.

You deposit an asset as collateral and borrow another asset against it.

The smart contract needs to know the current value of your collateral.

For example, if your collateral is TRX, the contract needs a reliable TRX price before it can calculate how much you can borrow or whether your position needs to be liquidated.

But where does that price come from?

The blockchain cannot simply open a website and check it.

It needs a data service that can bring external information on chain.

2️⃣ 𝗧𝗵𝗶𝘀 𝗜𝘀 𝗧𝗵𝗲 𝗢𝗿𝗮𝗰𝗹𝗲 𝗣𝗿𝗼𝗯𝗹𝗲𝗺

You will often hear the word 𝗼𝗿𝗮𝗰𝗹𝗲 in Web3.

In simple terms, an oracle is a bridge between blockchain applications and information that exists outside the blockchain.

Think of it like this:

Real world data → Data service → Blockchain → Smart contract

WINkLink provides data services designed to connect smart contracts with external information.

This is especially important for DeFi, where applications often need current market data to function.

3️⃣ 𝗦𝗼 𝗪𝗵𝗮𝘁 𝗗𝗼𝗲𝘀 𝗪𝗜𝗡𝗸𝗟𝗶𝗻𝗸 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗣𝗿𝗼𝘃𝗶𝗱𝗲?

It is much broader than simply giving a DeFi application a token price.

WINkLink currently presents four major data and execution services:

➜ Price Service

➜ VRF Randomness

➜ AnyAPI Services

➜ Automation Service

Each one solves a different problem.

Let me break them down.

4️⃣ 𝗣𝗿𝗶𝗰𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲

This is probably the easiest one to understand.

DeFi applications need reliable price information.

A lending protocol needs prices to calculate collateral.

A derivatives platform needs prices to value positions.

A DEX can use prices when managing liquidity.

An asset management application can use prices when adjusting asset allocations.

WINkLink provides price feeds that developers can integrate into their smart contracts.

5️⃣ 𝗪𝗵𝘆 𝗗𝗼𝗲𝘀 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿?

Suppose a lending application thinks your collateral is worth $1,000.

If the actual market value is significantly different, the application could make incorrect decisions.

That could affect borrowing limits, interest calculations, settlements, or liquidation.

So the application needs dependable external price information.

WINkLink's Price Service is designed to provide that information directly to blockchain applications.

6️⃣ 𝗪𝗵𝗮𝘁 𝗔𝗯𝗼𝘂𝘁 𝗜𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗧𝗵𝗮𝘁 𝗜𝘀𝗻'𝘁 𝗔 𝗖𝗿𝘆𝗽𝘁𝗼 𝗣𝗿𝗶𝗰𝗲?

This is where it gets more interesting.

Not every smart contract needs a token price.

Some applications may need other information from outside the blockchain.

For example:

➜ Weather data

➜ Sports information

➜ Internet data

➜ Other real world information

WINkLink's AnyAPI service is designed for these types of custom data requirements.

Developers can request external data and connect it to smart contracts.

7️⃣ 𝗔𝗻𝘆𝗔𝗣𝗜 𝗜𝗻 𝗦𝗶𝗺𝗽𝗹𝗲 𝗧𝗲𝗿𝗺𝘀

Think of Price Service as a specialised data channel for prices.

AnyAPI is more flexible.

Instead of asking only:

“What is this asset worth?”

A developer can build an application that needs another type of external information.

The idea is simple.

If a smart contract needs information that exists outside the blockchain, AnyAPI provides a way to bring that information into the application.

8️⃣ 𝗡𝗼𝘄 𝗖𝗼𝗺𝗲𝘀 𝗔𝗻𝗼𝘁𝗵𝗲𝗿 𝗣𝗿𝗼𝗯𝗹𝗲𝗺

What if a DApp needs a random number?

This sounds simple.

But generating randomness for blockchain applications is not as simple as asking a computer to pick a number.

If users can predict or manipulate the result, applications such as games, lotteries, NFT systems and other randomised applications can become unfair.

This is where 𝗩𝗥𝗙 comes in.

9️⃣ 𝗩𝗥𝗙 𝗠𝗲𝗮𝗻𝘀 𝗩𝗲𝗿𝗶𝗳𝗶𝗮𝗯𝗹𝗲 𝗥𝗮𝗻𝗱𝗼𝗺 𝗙𝘂𝗻𝗰𝘁𝗶𝗼𝗻

In simple terms, WINkLink's VRF service provides random numbers that applications can verify.

The important part is not simply getting a random result.

The application also needs a way to verify that the result was generated fairly and was not simply chosen by someone behind the scenes.

That makes verifiable randomness useful for blockchain applications that depend on unpredictable results.

1️⃣0️⃣ 𝗧𝗵𝗲𝗻 𝗧𝗵𝗲𝗿𝗲 𝗜𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻

Blockchains are very good at executing transactions when someone sends them a transaction.

But some smart contracts need actions to happen when specific conditions are met.

For example:

➜ Reinvest earned interest

➜ Liquidate collateral when required

➜ Execute predefined on chain actions

The problem is that the blockchain does not automatically wake up and decide when to perform every external action.

WINkLink's Automation Service is designed to help with this.

1️⃣1️⃣ 𝗧𝗵𝗶𝗻𝗸 𝗢𝗳 𝗜𝘁 𝗟𝗶𝗸𝗲 𝗧𝗵𝗶𝘀

A smart contract contains the rule.

WINkLink Automation helps trigger the action when the required condition is met.

So instead of:

“Someone needs to remember to execute this manually.”

The application can be designed around:

“When this condition is satisfied, execute the predefined action.”

That can make certain on chain workflows more practical and less dependent on manual intervention.

1️⃣2️⃣ 𝗪𝗵𝗲𝗿𝗲 𝗗𝗼𝗲𝘀 𝗔𝗹𝗹 𝗧𝗵𝗶𝘀 𝗙𝗶𝘁?

WINkLink's website highlights several DeFi use cases.

𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗗𝗲𝗿𝗶𝘃𝗮𝘁𝗶𝘃𝗲𝘀

Applications can use price information to help value synthetic assets, futures and options.

𝗟𝗲𝗻𝗱𝗶𝗻𝗴

Applications can use current prices for collateral calculations, interest calculations, settlements and liquidation.

𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁

Applications can use token prices when adjusting asset allocations and managing liquidity.

1️⃣3️⃣ 𝗪𝗜𝗡𝗸𝗟𝗶𝗻𝗸 𝗜𝘀 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 𝗔𝗯𝗼𝘂𝘁 𝗗𝗲𝗙𝗶

The broader idea is connecting blockchain applications with external information and services.

The WINkLink ecosystem page shows integrations and connections across areas including:

➜ TRON

➜ SUN

➜ SunSwap

➜ JustLend

➜ USDD

➜ BitTorrent

➜ TronScan

➜ TronLink

➜ Binance

➜ OKX

➜ Coinbase

And many other ecosystem participants.

This illustrates how data infrastructure can sit underneath different types of Web3 applications.

1️⃣4️⃣ 𝗪𝗵𝗲𝗿𝗲 𝗗𝗼𝗲𝘀 𝗧𝗵𝗲 𝗗𝗮𝘁𝗮 𝗖𝗼𝗺𝗲 𝗙𝗿𝗼𝗺?

This is another important part.

WINkLink describes an ecosystem involving:

➜ Data consumers

➜ Data providers

➜ Node operators

A 𝗱𝗮𝘁𝗮 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿 is an application that needs information.

A 𝗱𝗮𝘁𝗮 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿 supplies information.

A 𝗻𝗼𝗱𝗲 helps connect external data and blockchain applications.

Together, these components form the data infrastructure that applications can use.

1️⃣5️⃣ 𝗧𝗵𝗶𝘀 𝗜𝘀 𝗪𝗵𝗲𝗿𝗲 𝗗𝗲𝗰𝗲𝗻𝘁𝗿𝗮𝗹𝗶𝘀𝗲𝗱 𝗗𝗮𝘁𝗮 𝗕𝗲𝗰𝗼𝗺𝗲𝘀 𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁

A blockchain application should not have to blindly trust one private source for every piece of external information.

WINkLink describes its data services as using a decentralised mechanism to improve data reliability.

The goal is to give smart contracts access to external information through an infrastructure designed for blockchain applications.

The data itself may exist outside the chain.

The final application logic executes on chain.

WINkLink helps connect those two worlds.

1️⃣6️⃣ 𝗪𝗵𝗮𝘁 𝗖𝗮𝗻 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿𝘀 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗗𝗼 𝗪𝗶𝘁𝗵 𝗜𝘁?

They can integrate the available services directly into their applications.

WINkLink provides documentation and integration paths for:

➜ Price Service

➜ VRF Randomness

➜ AnyAPI

➜ Automation

The website even shows a simple smart contract example for retrieving the latest price from a price feed.

So this is not simply a concept.

It is developer infrastructure intended to be integrated into real applications.

1️⃣7️⃣ 𝗧𝗵𝗲𝗿𝗲 𝗜𝘀 𝗔𝗻𝗼𝘁𝗵𝗲𝗿 𝗣𝗮𝗿𝘁 𝗧𝗵𝗮𝘁 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿𝘀 𝗖𝗮𝗻 𝗘𝘅𝗽𝗹𝗼𝗿𝗲

WINkLink also provides a path for people to build a node.

A node operator can run and publish their own data services.

According to the platform, node operators can receive rewards when developers use the services they provide.

So the ecosystem is not only about consuming data.

It also creates a path for participants to provide data services.

1️⃣8️⃣ 𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝗿 𝗣𝗶𝗰𝘁𝘂𝗿𝗲

Think about everything a modern blockchain application might need.

It may need to know:

“What is this asset worth?”

“What happened in the outside world?”

“Give me a verifiable random result.”

“Execute this action when the condition is met.”

Those are very different problems.

WINkLink brings several of these data and execution services together within the TRON ecosystem.

2️⃣9️⃣ 𝗦𝗼 𝗪𝗵𝘆 𝗗𝗼𝗲𝘀 𝗪𝗜𝗡𝗸𝗟𝗶𝗻𝗸 𝗠𝗮𝘁𝘁𝗲𝗿?

Because smart contracts are powerful precisely because they follow rules automatically.

But those rules are only useful when the contract has access to the information it needs.

A lending protocol needs prices.

A derivatives platform needs market data.

A randomised application needs verifiable randomness.

An automated DeFi strategy may need conditions and triggers.

A custom application may need external data.

The blockchain provides the execution environment.

Data infrastructure helps provide the information required to make that execution useful.

2️⃣0️⃣ 𝗧𝗵𝗶𝘀 𝗜𝘀 𝗧𝗵𝗲 𝗣𝗮𝗿𝘁 𝗢𝗳 𝗪𝗲𝗯𝟯 𝗧𝗵𝗮𝘁 𝗠𝗼𝘀𝘁 𝗨𝘀𝗲𝗿𝘀 𝗡𝗲𝘃𝗲𝗿 𝗦𝗲𝗲

When you interact with a DeFi application, you mostly see the interface.

You click supply.

You click borrow.

You swap an asset.

You provide liquidity.

But underneath that simple interface, the application may depend on external data before it can safely execute its logic.

That invisible data layer is a critical part of making blockchain applications useful.

2️⃣1️⃣ 𝗧𝗵𝗲 𝗦𝗶𝗺𝗽𝗹𝗲𝘀𝘁 𝗪𝗮𝘆 𝗧𝗼 𝗥𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝗪𝗜𝗡𝗸𝗟𝗶𝗻𝗸

Think of WINkLink as a connection between:

𝗧𝗵𝗲 𝗕𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻 Smart contracts and on chain applications

𝗧𝗵𝗲 𝗢𝘂𝘁𝘀𝗶𝗱𝗲 𝗪𝗼𝗿𝗹𝗱 Prices, external information and other data

𝗧𝗵𝗲 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗟𝗮𝘆𝗲𝗿 Actions that need to happen when predefined conditions are met

That is the basic problem WINkLink is designed to address.

2️⃣2️⃣ 𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗩𝗮𝗹𝘂𝗲 𝗜𝘀 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 𝗚𝗲𝘁𝘁𝗶𝗻𝗴 𝗗𝗮𝘁𝗮 𝗢𝗻 𝗖𝗵𝗮𝗶𝗻

It is making that data useful to applications.

Price data can help a lending protocol manage collateral.

External information can enable new application types.

Verifiable randomness can support fairer randomised applications.

Automation can reduce the need for manual execution.

And developers can combine these services to build more capable blockchain applications.

That is why data infrastructure matters.

𝗙𝗶𝗻𝗮𝗹 𝗧𝗵𝗼𝘂𝗴𝗵𝘁

Blockchains are very good at recording and executing information on chain.

The real world is full of information that exists somewhere else.

The challenge is connecting the two in a way that blockchain applications can actually use.

WINkLink is building that connection across Price Service, VRF, AnyAPI and Automation.

Once you understand this, you start seeing DeFi differently.

The interface may be what you see.

But the data infrastructure underneath is often what makes the application work.

@WinkLink_Oracle @justinsuntron #TRONEcoStar https://x.com/e_etini/status/2103124035320078449

## @onrefinance (OnRe) · 09-24 16:17 · ♥74 ↻15 💬13 The next wave of RWAs will be driven by assets that bring differentiated, uncorrelated yield and real utility to DeFi.

ONyc is proof of that opportunity, having scaled past $300M in AUM in just over a year and become the #1 RWA on @solana by active TVL.

@RockawayX has been an important part of that growth from the start, bringing together seed capital, liquidity, market making, and distribution to help turn a new onchain product into a scaled market.

Catapult brings that infrastructure and playbook to the next generation of founders. Excited to see what comes next. > 引用 @RockawayX: 5/ A proven formula

We applied the Catapult model with @onrefinance, which tokenizes real-world reinsurance. RockawayX worked with the team from Day 1, providing investment, liquidity and market making, DeFi integrations, and vault distribution. We overcame the cold-start problem that makes new RWAs difficult to scale onchain.

The result? OnRe is a standout RWA success, reaching $300M+ in AUM in just over one year, while maintaining double-digit yields.

That’s a major achievement for any upstart reinsurer. OnRe is the largest RWA market on @kamino at $300M, and ONyc is the #1 RWA on Solana by DeFi active TVL, accounting for ~45% of all active RWA capital on Solana.

We’re ready to catapult more OnRe’s. https://x.com/onrefinance/status/2103156875667923416

## @scupytrooples (scoopy trooples) · 09-24 16:04 · ♥74 ↻14 💬12 Alchemix v3 is live on @base!

made a little explainer why it is fucking based. sound on

🧙‍♂️ ⚗️ https://t.co/D1Jkv7S8Zy > 引用 @AlchemixFi: Self-Repaying Loans are now Based.

Alchemix is now live on @base. It's our fastest deployment yet, and the only chain where v3 runs unrestricted, with four-week Transmuter terms and no caps.

Here's what Based Alchemix looks like... https://t.co/3mU0G21mjm https://x.com/scupytrooples/status/2103153637912698947

## @BSCNews (BSCN) · 09-24 15:36 · ♥74 ↻11 💬5 What are Ondo Finance's Intelligent Portfolios?

@Ondo Finance has just launched its own product category of the onchain asset class:

Professionally curated, multi-asset investment portfolios packaged in a single transferable token.

Instead of manually buying, allocating, and rebalancing your own portfolio of tokenized stocks and ETFs, non-US qualified investors can mint a single token for total return exposure to the underlying strategy.

So, what are they?

(1) They are neither funds nor ETFs.

• You are not a shareholder of an investment pool. • You mint and redeem your tokens with the issuer (Ondo Global Markets).

Every token is underpinned entirely by a weighted portfolio of Ondo stock and ETF tokens (including cash in transit).

(2) @BlackRock provides the model strategies. Ondo implements and runs them onchain.

The initial three strategies have different objectives:

• BLKHIon (Ondo High Income Powered by BlackRock): Global fixed income strategy utilizing iShares ETFs for global aggregate bonds, high yield, credit, and income sleeves.

• BLKDIGon (Ondo Diversified Growth Powered by BlackRock): Balanced strategy targeting approximately 70% equity and 30% fixed income, alternatives, and having a Bitcoin allocation.

• BLKGRWon (Ondo High Growth Powered by BlackRock): Higher growth allocation strategy.

The tokens are live now on Ethereum and BNB Chain, with Solana coming soon.

(3) The underlying infrastructure provides capabilities that conventional portfolios cannot provide.

The tokens are 24/7 p2p transferable and composability-ready for DeFi – usable as collateral in lending platforms, used in perps, or even nested into other Intelligent Portfolios.

(4) Access is via the same rails that investors use today.

Investors in permitted jurisdictions who meet eligibility criteria may mint or redeem on the Ondo app within US market hours (usually 9:30 a.m. to 3:45 p.m. ET) in an atomic manner.

In addition, tokens may be traded on secondary markets, wallets, exchanges, and DeFi platforms 24/7.

KYC requirements are the same as for Ondo Stocks; current Ondo Stocks investors do not require additional onboarding.

In short, Ondo Intelligent Portfolios represent an institutional approach to creating model portfolios that used to require a brokerage account and traditional fund packaging, wrapped into a single on-chain token that lives in the same wallet as users’ other crypto.

The first three BlackRock-driven products are live, laying the groundwork for other institutions to do the same. https://x.com/BSCNews/status/2103146611106886107

## @NzangaMobutu (Mobutu Nzanga Ngbangawe) · 09-24 15:14 · ♥82 ↻8 💬3 J’ai particulièrement retenu du discours de la Première ministre @SuminwaJudith cette idée : la RDC est au cœur des transformations du monde et « au croisement même de leurs contradictions ».

C’est peut-être là que se trouve aujourd’hui l’essentiel de notre défi : transformer cette position singulière en souveraineté, en développement et en influence. https://x.com/NzangaMobutu/status/2103141078635262096

## @FerrariF1FRA (Maranello Paddock) · 09-24 16:00 · ♥75 ↻4 💬3 🔴 Ferrari : Vasseur revient sur cette première journée d'essais à Baku, à l'issue des séances libres 1 et 2. Les SF-26 ont connu des performances en dents de scie et il faut améliorer à la fois l'équilibre de la voiture et la gestion des pneus. Il reste en revanche évasif quant à une éventuelle pénalité infligée à Leclerc en cas de changement de moteur.

- « C'était une situation étrange, car nous avons connu des performances très irrégulières… Je pense que ça s'est bien passé ce matin. Cet après-midi, en revanche, nos performances ont beaucoup fluctué d'un tour à l'autre. Je crois qu'il est assez difficile de trouver la bonne position, le meilleur sillage ».

- « Nous avons également eu un peu de mal avec les pneus, je pense que les autres ont connu la même chose. Max a lui aussi rencontré des difficultés. Je crois que c’est un défi où même les paramètres de performance évoluent plus rapidement que sur un circuit normal. Si tu as 10 kilos de carburant en plus et que tu perds cinq dixièmes, mais on verra demain. Ce qui est sûr, c’est qu’aujourd’hui, nous ne sommes pas très satisfaits de l’équilibre. Nous avons beaucoup de travail à faire pour demain ».

- « Concernant l'éventuelle pénalité sur la grille de départ pour Leclerc suite au changement de moteur, j'ai les idées claires, mais je les garde pour moi. Quoi qu'il en soit, nous disposons ici du moteur que nous avons introduit à Monza. C'est cette spécification-là ».

(https://t.co/Pd94LtX3YS) https://x.com/FerrariF1FRA/status/2103152677945266211