Skip to content
Archive

Post

Back to deliverables

0 Ten1sion
0xTenson 美羊羊桑
@Ten1sion

近期观察到 Ondo Perps 的运营数据,其增长态势确实超出预期。上线不足一个月,累计成交额已达 60 亿美元,近期 24 小时成交约 3.33 亿美元,持仓量 7500 万美元,迅速跻身 RWA 永续合约赛道的前五名。这一速度值得关注。 此前,市场对 RWA 的普遍认知是将国债、美股等资产进行代币化,主要满足持有生息的需求,整体偏向稳健。 但 Ondo 此次直接引入了杠杆机制:用户可将代币化资产作为保证金,最高 20 倍,实现美股、ETF 及大宗商品永续合约的 24 小时交易。且抵押品无需出售,基础资产的原有收益仍可继续获取。这一设计显著改变了赛道原有的逻辑,使其从单一的“持有生息”转向更具交易深度的方向。 官方给出的表态 “Just getting started”,可以理解为后续还有更大布局。从现有数据来看,市场反馈已有初步验证。如果 RWA 确实从“被动持有”演进为“可加杠杆、可全天候交易”的资产类别,可能释放可观的结构性红利。 面对这样的数据,是认为其增长过于激进,还是已经开始纳入关注范围?

@

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

· 17K Views

71 Likes
replies reposts likes
87 replies collected of 166 X reports
ALIF.SABA⚡ @armanalif5800 · 11K

@Ten1sion Impressive growth for Ondo Perps. Definitely worth keeping an eye on.

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

@Ten1sion This trading data is really impressive!

original · zh

@Ten1sion 这个交易数据真给力啊

1
星烁 @sodislikea · 21K

@Ten1sion RWA leverage, holding becomes a game.

original · zh

@Ten1sion RWA加杠杆,持有变博弈

Miya @70Seven_Qi · 14K

@Ten1sion Leveraged RWA is pretty good.

original · zh

@Ten1sion 杠杆RWA有点东西

1
Cocoa @Mengmengeth · 13K

@Ten1sion This design truly redefines the gameplay of RWA tracks.

original · zh

@Ten1sion 这个设计确实刷新RWA赛道玩法

1
beyond5188 @Meta888_hk · 12K

@Ten1sion $6 billion, estimated to be second only to Binance exchange.

original · zh

@Ten1sion 60亿美元,估计仅次于币安交易所

加密旺哥 @TTZTTS · 35K

@Ten1sion $6 billion, that speed is a bit exaggerated.

original · zh

@Ten1sion 60亿美元这个速度有点夸张了

ApeCaptain @xuwenjie1988 · 11K

@Ten1sion 6 billion is insane!

original · zh

@Ten1sion 60亿也太猛了吧

Mi1997_ 🧡 |买美股上币安 @Mizaza1997_ ·

@Ten1sion I've been quietly observing to see if it's reliable.

original · zh

@Ten1sion 我有在默默的观察 看看是不是靠谱

Ray懒羊羊|HTX DAO @web3rayxy ·

@Ten1sion Ondo's stats are pretty good.

original · zh

@Ten1sion Ondo的数据还不错呀

Zyc @zyc9431 ·

@Ten1sion This data is interesting.

original · zh

@Ten1sion 这数据有点东西

阿军 蓝鸟会 | @LuoKemin94871 ·

@Ten1sion Wow, $6 billion in trading volume in less than a month.

original · zh

@Ten1sion 我去,不到一个月成交额60亿美元。

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

@Ten1sion This is definitely something!

original · zh

@Ten1sion 这确实有点东西啊

@Ten1sion This data is amazing!

original · zh

@Ten1sion 这数据太给力了

南山币胜客 @hungry_twitt · 16K

@Ten1sion The data has been verified; it's no longer just a concept.

original · zh

@Ten1sion 数据已有验证,不是纯概念了。

小宝|| @weiwei5126181 · 19K

@Ten1sion This data is indeed impressive; the combination of leverage and interest is quite interesting.

original · zh

@Ten1sion 这数据确实猛,杠杆加生息有点意思

奶牛叔 @WWTLitee · 68K

@Ten1sion The data is soaring and the leverage is keeping up.

original · zh

@Ten1sion 数据跑得飞起 杠杆也跟上了

@Ten1sion This growth curve is really something; the leverage plus interest-bearing design is quite revolutionary for traditional RWA (Resource-Based Asset Wafer) gameplay.

original · zh

@Ten1sion 这个增长曲线确实有点东西,杠杆加生息的设计挺颠覆传统RWA玩法

SEA•星海漫游 @Seaxing777 ·

@Ten1sion Ondo was also very strong in the last round.

original · zh

@Ten1sion 上轮的Ondo也很给力

Skiff cc @Skiffccc ·

@Ten1sion This trading volume is incredible.

original · zh

@Ten1sion 这交易量太顶了

我再吃一小口 @wzcyxk ·

@Ten1sion 6 billion in transaction volume, that's impressive data.

original · zh

@Ten1sion 60亿的交易量这数据漂亮

东方既白|买美股上币安 @Liamcat06 ·

@Ten1sion This trading data is really impressive.

original · zh

@Ten1sion 这个交易数据真给力

@Ten1sion This data growth is indeed astonishing.

original · zh

@Ten1sion 这个数据增长确实惊人

Ox老痞 @Pilaoban199 ·

@Ten1sion ondo's play was indeed good, Yang Sang.

original · zh

@Ten1sion ondo这波确实不错 羊桑

阿台🕊️ @QT9277 · 36K

@Ten1sion Waiting for the follow-up |・ω・`)

original · zh

@Ten1sion 蹲一波后续|・ω・`)

易佳欣🦊 @btcyjx · 16K

@Ten1sion RWA's leveraged betting strategy is interesting; the data looks good.

original · zh

@Ten1sion RWA带杠杆玩法有点意思,数据看着不错

小明|买美股上币安 @xiaoming_web3 · 17K

@Ten1sion These stats are amazing!

original · zh

@Ten1sion 这数据表现太靓眼了

@Ten1sion That's so fast! I'm following.

original · zh

@Ten1sion 这也太快了吧,关注了

新瑞🐳 @xinrui0214 ·

@Ten1sion These stats are amazing!

original · zh

@Ten1sion 这数据太顶啦

皮卡丘 @aicheed2014 · 10K

@Ten1sion Ondo Perps growth is really impressive; the RWA leverage strategy has completely opened up new possibilities.

original · zh

@Ten1sion Ondo Perps这增速真猛,RWA加杠杆玩法彻底打开了新空间

幻想|Gate美股0费率 @315728dzp · 20K

@Ten1sion This growth rate is indeed worth tracking closely.

original · zh

@Ten1sion 这增速确实值得重点跟进

Sixeared @6_eared ·

@Ten1sion Is the growth too aggressive? I don't think so.

original · zh

@Ten1sion 增长过于激进?我看不一定

阿文Awen 🕊️ @awenwenfeng · 13K

@Ten1sion The growth seems too aggressive.

original · zh

@Ten1sion 感觉增长过于激进了

小绵羊 @888CaterinaRomo ·

@Ten1sion RWA's logic of leveraging is quite novel.

original · zh

@Ten1sion RWA加杠杆这逻辑挺新鲜

1
MR.刘 @Lzstudio1 · 26K

@Ten1sion This design is indeed refreshing the way RWA tracks are played.

original · zh

@Ten1sion 设个设计确实是在刷新RWA赛道玩法

二狗冠名就上薪火 @JunLin42808 ·

@Ten1sion The data is incredible, it's top-tier.

original · zh

@Ten1sion 数据太猛了,属于头部了

帅帅🐂🀄️ @ssovoovo · 30K

@Ten1sion This data is amazing!

original · zh

@Ten1sion 这个数据真猛

澳门驹哥 @0x_Info ·

@Ten1sion The game has changed from holding for interest to being tradable; the industry landscape may be shifting.

original · zh

@Ten1sion 从持有生息变成能交易了,赛道可能要变了

@Ten1sion Did you break the record again? Ondo is the only one worth grinding this year.

original · zh

@Ten1sion 又刷新记录了吗 今年也就Ondo值得刷了

PolyGod @luo_zi97366 ·

@Ten1sion I'm bullish on Ondo! The trading volume is growing too fast.

original · zh

@Ten1sion 看好 Ondo ! 交易量成长太快速了

1
Crypto.七月 @Gays175448 · 11K

@Ten1sion This speed is indeed hard to ignore. RWA's logic has completely changed from interest-bearing to leveraged trading, and it deserves to be added to the watchlist.

original · zh

@Ten1sion 这个速度确实让人没法忽视,RWA从生息到能杠杆交易,逻辑完全不一样了,值得放进观察名单。

timekey.eth🌊RIVER Moss🌶️ @mybitstar ·

@Ten1sion I feel like maybe Ondo's price could go back to $0.50 first.

original · zh

@Ten1sion 这样我感觉Ondo的价格是不是能不能先回到0.5U了

- 大洋 |买美股上币安 @AnchorNode · 10K

@Ten1sion What's going on?

original · zh

@Ten1sion 什么情况啊

@Ten1sion That's impressive, breaking 6 billion in one go!

original · zh

@Ten1sion 这的猛,一下就突破60亿

HuaHua🌱狗宝真帅🐶 @HuaHua_BTC ·

@Ten1sion This transaction number is amazing.

original · zh

@Ten1sion 这个交易数字真牛

@Ten1sion Using 20x leverage on assets that are already considered conservative is a bit too much of a move.

original · zh

@Ten1sion 20倍杠杆挂在本来就打稳健牌的资产上 步子迈得有点大

@Ten1sion The data proves that the demand is real. The shift from holding for interest to leveraged trading is quite significant.

original · zh

@Ten1sion 数据证明需求真实存在,从持有生息到可杠杆交易,这个转变含金量不低。

熊三金Cole🔶买美股上币安 @x_sanjin · 20K

@Ten1sion A daily turnover of 330 million is already quite substantial. Let's keep an eye on it and see.

original · zh

@Ten1sion 3.3亿日成交已经不小了,关注一下再说

king |买美股上币安 @kingzw888 ·

@Ten1sion I think the key isn't the 6 billion trading volume itself, but that it validates a direction: the market is indeed willing to trade exposure to traditional assets on the blockchain.

original · zh

@Ten1sion 我觉得关键不是 60 亿成交量本身,是它验证了一个方向 市场确实愿意交易链上的传统资产敞口

web3 八方 @xx03199 · 16K

@Ten1sion I still have a very positive view of Ondo.

original · zh

@Ten1sion Ondo我还是非常看好的