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0xaurSkyo
橘子 ∑:∞
@0xaurSkyo

Ondo Perps 累计成交量过了 60 亿美元。 但做永续的人都知道,累计成交量最容易被杠杆和反复开平仓放大。 24 小时成交量 3.33 亿美元,未平仓量 7500 万美元。一天的成交大概是 OI 的四倍多,说明换手很快,但不等于有同等规模的资金长期留在里面。 DeFiLlama 当前记录的累计成交量约为 61.57 亿美元,OI 约 7342 万美元,但 24 小时成交量已经回落到约 7628 万美元。 两个时间点不同,不能直接横向比较,但至少说明日成交波动很大,暂时还不能只拿某一天的高点判断增长质量。 我更想看的,反而不是下一次什么时候突破 100 亿。 而是 Ondo 能不能让代币化股票真正成为一类好用的抵押品。 现在用户可以把代币化股票和 ETF 直接拿来做永续保证金,不需要先卖成稳定币。比如手里持有一只股票,又担心短期下跌,就可以直接用这笔资产开对冲仓位,资金不用来回搬。这个场景比单纯多一个美股合约,更接近代币化资产真正该有的用途。 但这里也有一个很现实的问题。 拿科技股做抵押,再去做多另一只科技股,看起来资金利用率提高了,实际是仓位和保证金可能一起下跌。再加上美股休市期间,现货市场没有正常价格发现,资金费率、预言机定价和清算折扣都会更重要。 所以 60 亿可以证明市场对 24/7 股票杠杆交易有需求。 接下来更该看的是 OI 能不能稳定增长、到底有多少用户在使用股票抵押、休市期间的价差能不能控制,以及极端行情下会不会出现集中清算。 这些数据跑顺了,Ondo Perps 才不只是一个成交量很大的新平台。 @OndoPerps @Ondo

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Ondo Perps just passed $6 billion in cumulative volume, adding to this week’s milestones: ✅ Top 5 RWA perps platform ✅ $6B in cumulative volume ✅ $333M in 24-hr volume ✅ $75M in open interest Just getting started. https://x.com/OndoPerps/status/2083941997455212855/photo/1

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45 replies collected of 108 X reports
Draco🕊️ @Dracoshowumore · 19K

@0xaurSkyo The truth lies behind the numbers.

original · zh

@0xaurSkyo 数字背后见真章。

撸毛吃猪脚饭|Gate美股0费率 @mnmn94253156337 · 13K

@0xaurSkyo This trading volume is incredible.

original · zh

@0xaurSkyo 这个交易量太牛逼了

Mi1997_ 🧡 |买美股上币安 @Mizaza1997_ ·

@0xaurSkyo is also quite strong; this data is very good.

original · zh

@0xaurSkyo 也是够强 这个数据 很不错

老猫.Btc @btclaomao6 · 29K

@0xaurSkyo The market has already started pricing.

original · zh

@0xaurSkyo 市场已经开始定价了

crypto大斌 @SoeKino21 · 12K

@0xaurSkyo The risks are indeed high during market closures; you have to keep an eye on the liquidation situation Just pick one to use.

original · zh

@0xaurSkyo 休市期间风险确实大,得盯着清算情况 挑一个用就行。

Miya @70Seven_Qi · 14K

@0xaurSkyo Fast turnover but little accumulation.

original · zh

@0xaurSkyo 换手快但沉淀少

- 大洋 |买美股上币安 @AnchorNode · 10K

@0xaurSkyo When are you going to mentor me, Orange Bro?

original · zh

@0xaurSkyo 橘哥啥时候带带啊

小绵羊 @888CaterinaRomo ·

@0xaurSkyo Stable growth in OI is the key indicator

original · zh

@0xaurSkyo OI稳定增长才是关键指标

Skiff cc @Skiffccc ·

@0xaurSkyo This trading volume is incredible.

original · zh

@0xaurSkyo 这成交量太牛了

阿军 蓝鸟会 | @LuoKemin94871 ·

@0xaurSkyo The data looks very impressive.

original · zh

@0xaurSkyo 数据看起来很亮眼

澳门驹哥 @0x_Info ·

@0xaurSkyo The idea of ​​using tokenized stocks directly as margin is quite interesting. If it can actually work, it's better than simply adding a US stock contract.

original · zh

@0xaurSkyo 用代币化股票直接当保证金这个点挺有意思的,真能跑通的话比单纯加个美股合约强。

小赵|🕊️| Gate美股0费率 @zhoguwn2782184 · 15K

@0xaurSkyo Ondo Perps is worth paying attention to, it's very good.

original · zh

@0xaurSkyo Ondo Perps值得关注,很不错

帅帅🐂🀄️ @ssovoovo · 30K

@0xaurSkyo This trading volume is incredible!

original · zh

@0xaurSkyo 这个交易量太牛啦 !

我再吃一小口 @wzcyxk ·

@0xaurSkyo 6 billion, that's a really big transaction volume.

original · zh

@0xaurSkyo 60亿,这交易量真猛

小乔 @xiaoqiao88o · 33K

@0xaurSkyo This trading volume is incredible.

original · zh

@0xaurSkyo 这成交量太牛了

Cocoa @Mengmengeth · 13K

@0xaurSkyo's point is very objective; compared to trading volume, collateralized applications are indeed the key.

original · zh

@0xaurSkyo 说得很客观,相比交易量,确实抵押应用才是关键

大圣|链上美股投研版 @DaShen06 ·

@0xaurSkyo The real test is the price difference and settlement during the market closure; only when these run smoothly can it be said that the product has stood the test.

original · zh

@0xaurSkyo 休市期间价差和清算才是真考验,这些跑顺了才说明产品立住了

Vesper @Vesper2536 ·

@0xaurSkyo Worth keeping an eye on!

original · zh

@0xaurSkyo 值得持续关注一下呀

jaime @jaimesolis ·

@0xaurSkyo The key is that the turnover is fast but the funds cannot be retained.

original · zh

@0xaurSkyo 换手快但资金留不住,这才是关键。

小钰同学 @xy050310 ·

@0xaurSkyo Wow, that's a lot of trading volume?

original · zh

@0xaurSkyo 这个这么多交易量吗我去

@0xaurSkyo 6 billion is an incredible figure.

original · zh

@0xaurSkyo 60亿这数据太猛了

king |买美股上币安 @kingzw888 ·

@0xaurSkyo Clearing mechanisms will become new infrastructure challenges, especially during US stock market closures.

original · zh

@0xaurSkyo 清算机制都会成为新的基础设施挑战 尤其美股休市期间

Sixeared @6_eared ·

@0xaurSkyo This size is not bad, 10 billion is just around the corner.

original · zh

@0xaurSkyo 这体量还算可以,100亿指日可待了

绒绒🐰Bunny | 买美股上WEEX @Bunnyy566 · 27K

@0xaurSkyo Fast turnover but little accumulation.

original · zh

@0xaurSkyo 换手快但沉淀少

0xLuca 🀄️ @a79degen · 20K

@0xaurSkyo A 6 billion yuan spectacle, seeing through it all is a skill.

original · zh

@0xaurSkyo 60亿热闹,看穿才是本事

ProvenDaily🔶BNB @proven018 · 16K

@0xaurSkyo This trading volume is really good 👍

original · zh

@0xaurSkyo 这交易量真不错👍

timekey.eth🌊RIVER Moss🌶️ @mybitstar ·

@0xaurSkyo If Ondo can withstand this test, then they'll truly have established themselves on the track.

original · zh

@0xaurSkyo 能经受住这样的考验的话Ondo再perp 赛道就是真的站稳了脚了

加密旺哥 @TTZTTS · 35K

@0xaurSkyo A trading volume of 6 billion is just too outrageous!

original · zh

@0xaurSkyo 60亿成交量也太夸张了吧

PolyGod @luo_zi97366 ·

@0xaurSkyo Ondo, as expected of someone who started with RWA, is truly amazing at PerpDex!

original · zh

@0xaurSkyo Ondo不愧是RWA起家的,做PerpDex真的牛 !

风中浪客 @xiexieyixin ·

@0xaurSkyo The total transaction volume is indeed inflated. OI is only 75 million. It's more than four times that in one day. It's a pure short-term trading scam.

original · zh

@0xaurSkyo 累计成交确实虚,OI才七千五百万,一天干四倍多,纯纯短线互割现场。

pandaWL @dajingou1 · 102K

@0xaurSkyo The hype hasn't died down; keeping an eye on things is much more reliable than chasing the price.

original · zh

@0xaurSkyo 热度没散,持续盯着比追高靠谱多了

蜜桃团子🍑 @peach77wckk · 13K

@0xaurSkyo Things are definitely more likely to happen during market closures.

original · zh

@0xaurSkyo 休市那会儿确实容易出事

0xZeno @0x10Me · 28K

@0xaurSkyo OI is more reliable than trading volume.

original · zh

@0xaurSkyo OI稳住比成交量靠谱

金狗阿飞哥 @JingouAfei · 11K

@0xaurSkyo The real implementation of RWA depends on the details.

original · zh

@0xaurSkyo RWA真正落地要看细节

熊三金Cole🔶买美股上币安 @x_sanjin · 20K

@0xaurSkyo I agree that we shouldn't just look at the trading volume breakout, but also at the actual utilization rate of stock collateral and the control of the price difference during market closure.

original · zh

@0xaurSkyo 同意不能只看成交量突破,而是要看股票抵押的实际使用比例和休市价差控制

HH @HHisnothing ·

@0xaurSkyo Trading volume is just the beginning; OI (On-Interest) and genuine collateral demand determine long-term value.

original · zh

@0xaurSkyo 成交量只是开始,OI和真实抵押需求才决定长期价值

mmm666 @zxc68984008 · 11K

@0xaurSkyo It broke 6 billion so quickly; I think it's mostly due to repeated opening and closing of positions and leverage amplification. The actual amount of capital isn't that large.

original · zh

@0xaurSkyo 这么快就破60亿了,觉得更多的是反复开平仓和杠杆放大的作用吧。真正的资金量还不是特别大。

小龙先生 @Dragonhau66 · 19K

@0xaurSkyo Let's be friends and cheer each other on.

original · ja

@0xaurSkyo 交个朋友,一起加油

鱼人#鱼馆 @YuGuan1209 · 47K

@0xaurSkyo is following this closely.

original · zh

@0xaurSkyo 持续关注着

天瑶🌸 @CherryForsvdkb ·

@0xaurSkyo I doubt anyone's more adventurous than me 🏒🎊 I'm not shady, just look!

original · zh

@0xaurSkyo 应该没人比我玩的开了吧🏒🎊 我福不黑不信你看

嘉怡🌸 @PrimaLucyx8u2 ·

@0xaurSkyo I doubt anyone's more adventurous than me 🥦🥬 I'm not shady, just look!

original · zh

@0xaurSkyo 应该没人比我玩的开了吧🥦🥬 我福不黑不信你看

晓霜 @TheraPopeqzbt ·

@0xaurSkyo I'm so horny 🎸🚕 Anyone want to give me a sharp critique of my luck?

original · zh

@0xaurSkyo 我果然太涩了🎸🚕有人想锐评一下我的福嘛

空空|Gate美股0费率 @btcoindown · 25K

@0xaurSkyo Real Kung Fu is being mortgaged

original · zh

@0xaurSkyo 真功夫在抵押

YuChen 大王 @YuChen · 12K

@0xaurSkyo A billion looks impressive, but the 24-hour trading volume/OI ratio does indicate rapid capital inflows and outflows.

original · zh

@0xaurSkyo 亿看着唬人,但24小时成交/OI这个比例确实说明资金在快速进出

呆呆呆呆|买美股上WEEX @dashubtc · 22K

@0xaurSkyo The truth lies behind the numbers.

original · zh

@0xaurSkyo 数字背后见真章。