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Yond (DeFi Arc)
@0xYond
DeFi farmer // 投研驱动 // 长期主义 @SolvProtocol | ex @0xBeraHome @SeiNetwork
Joined December 2014
1.5K Following    8.5K Followers
TradFi Perps 赛道又迎来了一位强力选手 —— @OndoPerps 上线主网,支持 24 种大宗商品 / 美股 / 指数等 TradFi 标的永续合约的全天候交易 从上轮周期开始,Ondo 一直是 RWA 赛道的龙头。现在龙头也亲自下场参与已经很拥挤的 Perp DEX 赛道,原因在于 1️⃣ 将 TradFi 种类搬到加密市场上交易,仍然有很大的想象空间 2️⃣ Ondo 自己在 TradFi 资产上有独特优势: > Ondo Perps 支持 Portfolio Margin 联合保证金功能。当前版本只支持稳定币作为保证金交易,但后续会支持代币化美股、美债等代币化 RWA 资产作为保证金。比如大家手中的 $STRC ,未来如果开放支持,本金在吃股息的同时,也能作为合约保证金去开仓,从而提升资本效率 > Ondo 自己的代币化美股平台,已经给用户提供了链上持有美股现货的选项。有了 Perps 以后,期现双边套利中的「现货」部分将不再局限于券商持仓,而是可以通过 Ondo 的代币化美股来实现。不仅能做到全天候费率套利,也不受券商开户限制影响 从商业模式上看,Ondo 这波布局很出色。从代币化美股到 Ondo Perps,背靠加密用户的购买力,可以构建出一套从资产发行 >> 交易基建的完整生态闭环 这套系统有机会帮助 Ondo 在 TradFi Perps 赛道打出高市占率和流动性优势,也会进一步让更多机构愿意采用加密货币、并进入到加密行业
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Ondo Perps is live. Up to 20x leverage on equity perps is here, with tokenized stocks as collateral & up to $3 million in rewards. Ondo technology first revolutionized tokenized stocks & now powers perps markets for: ✅ Oil ✅ Intel ✅ Gold ✅ AMD ✅ Meta ✅ Tesla ✅ Silver ✅ Apple ✅ Circle ✅ Nvidia ✅ Oracle ✅ Netflix ✅ DRAM ✅ Micron ✅ US 100 ✅ US 500 ✅ SpaceX ✅ Palantir ✅ Amazon ✅ Strategy ✅ Alphabet ✅ Coinbase ✅ Microsoft ✅ Robinhood All available for permissionless trading 24/7/365. Ondo Perps is the first platform to allow tokenized stocks as collateral, available now for Pre-Alpha users. RWA perps can now trade on a platform built to deliver liquidity and capital efficiency on par with traditional derivatives exchanges. Traders can deploy capital in size, run sophisticated strategies, and seamlessly manage risk all on a single platform that eliminates the constraints of traditional derivatives venues. No expiry. No closing bell. Just institutional-grade execution on the world’s most-traded markets. Accessible now to billions globally outside the U.S., Panama, and other prohibited jurisdictions.
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