RWA · X 热门 · 2026-09-15 09:29 UTC

# RWA — X 热门讨论 (2026-09-15 09:29 UTC)

## @murtuza_merc (Murtuza J Merchant) · 09-15 09:13 · ♥92 ↻16 💬14 Hyperliquid investors are being asked to underwrite an expansion, not merely trading growth. The RWA push makes execution risk harder to separate from the valuation.

https://t.co/g4D8VgDIlq https://x.com/murtuza_merc/status/2099788638984794206

## @onchainelvis (Elvis ⭕️) · 09-15 09:03 · ♥41 ↻25 💬34 secured 5 WL spots, drop wallets.

today’s alpha: [@FortuneFoes]

launching today, 9AM EST on Robinhood Chain.

what it is:

bears vs Bulls kingdoms, battling in market-tied games for real RWA rewards.

"less game, more fi" built for degens and whales, not just casual players.

founder is @0xPooria, an NFT OG known for burning ~$1M in gas wars. years in development.

- follow the accounts - drop evm address - like and share

here’s how the sale will work:

- public gamified auction, not a cheap mint - 6,000 NFTs for sale + 3,000 reserved for player rewards - bigger raise = bigger RWA prize pool - allowlist tiers from quests + partners (BAYC, Wolf Game, StonkBrokers) give bid boosts.

1 hour 🕰️ https://x.com/onchainelvis/status/2099786232108560535

## @softlipa1018 (Lipa 🍡（专注投研过冬版) · 09-15 08:12 · ♥40 ↻2 💬42 在经历了新台子、新配对、中文 RH、果蝇的一轮混战以后，越来越多人把目光放到了 XLayer 的代币上，跟 @tmel0211 老师说的差不多，XLayer 不可能缺席的前提下，可以奔着有可能做起来的代币，本身 $Starlink 星链币来说带 SPCX 分红、55% 锁仓+捐款，至少不是纯出货逻辑；但如果除了慈善、动物、币股叙事之外，还能再叠一层更直接的机制，比如 3,3、飞轮、DeFi 套娃，会更容易把资金和注意力留在里面

在有了一个龙头之后，会更容易有更多带产品入驻的团队愿意加入 XLayer，毕竟其他链已经卷的惨无人道。通过直接做燃烧、回购之类的机制，先合力支持一个 X链龙头出道是最好的，在 RH、SOL、BSC 都靠链上代币吃的盆满钵满的情况下，@XLayerOfficial 有压力更应该有动力。目前等待 X链推出的这个第二轮 RWA 生态代币交易对美元激励名单公布，持续提升链上流动性和生态活跃度。

激励规模与时间： * 总额 10万美元 LP 激励 * 时间：2026年9月18日 至 9月25日（UTC+8） * 9月18日公布入选交易对，所有入选池均分奖励 参与门槛（基础条件，非自动入选）： * 市值 ≥ 100万美元 * 流动性 ≥ 20万美元 * 有效持币地址 ≥ 2,000个 * Top 10 地址持仓合计 ≤ 20%

按照这个逻辑整理了一下，其中首当其中的就是老 Meme xdog:native 6M $ignix 2.9M 以及 $Starlink 6.1M 符合市值 >1M 流动性 200K 持仓前20不超过20的代币，老的 Xdog 已经上过 Boost，后面俩个都是月初 OKX 就认证过的 Xlayer 发币平台 @Ignixbot 拿过官方的超星奖励，而且最近这俩天中文区 KOL 推特提到几个 Ticker 的帖子已经越来越多了，无论是自然还是人力整活广子，只要有就好过没有

目前基本上有点市值的 X链代币，前排筹码有台子团队私下控筹，如果这都要严格筛除，18号这个奖励估计没币能拿了，$ignix 平台币简单直接，看 ok 扶哪家，$Starlink = 配对 $SPCX 同时带 @Star_okx + 猫咪叙事 @starlinkcatmeme ， xdog:native 老龙头了。目前更大概率搞事的还是 Starlink 发股票分红更符合 RWA 叙事要求，其次就是平台币这种。大概率这周就是虽然大家骂归骂、阴归阴，还是会跑出来俩个盘子。

目前头部效应都没有的情况下，彩票打法肯定是不适合 XLayer 纯烧钱，并且 ARC 明天开链超级预热战壕这个事情对于 XLayer 不是坏事，能够从其他三个链吸走一部分热度和流动性，再顺势推一个龙头出来，让注意力回到 X链，让国人也可以自己在自己的链上不用受海外KOL、地址限制发育，让短鸟老师重回巅峰 @Wangduanniao 图片整理来自 @10UWINA8 > 引用 @tmel0211: 有点意思。早就知道 @XLayerOfficial 会加入这一波MEME配对代币化股票叙事的乱战，也料到 OKX 一定会像世界杯期间推预测活动一样给RWA MEME补贴，但万万没想到的是，Xlayer的第一波热度不是争laungchpad龙头大战，而是一个把SPCX（股票）以及星链接收器（猫）拼接起来的 @starlinkcatmeme 星链猫？来，谈谈看法：

1）X Layer我之前多次发文分析过，合规稳定币USDG占率规模最大（57%左右），布局时间和体量比Robinhood Chain还要早还要大，且通过整合XStocks代币化股票，Xlayer上的代币化美股、ETF规模数量也基本到位，加上大家都懂的OKX Wallet钱包入口。

这一波MEME配对币股的焦点叙事，X Layer完全没有不争的道理；

2）怎么争呢？如果上来就和RH链或者ARC链一样焦点就在拼发射台龙头上，肯定会吃亏。因为发射台大战已经成了各大链在MEME配对币股叙事上的标配风向标，都想跑出自己的龙一Pons，但发射台门槛低，机制基本都大同小异，而且比较吃生态规模和持续流量。

客观来说，这对于还得靠补贴的Xlayer而言显然还没到时候。那能否拥有类似Marscoin或Basecat一样的MEME就成了更优路径。

3）所以，Starlink 它来了。那配对什么股票？NVDA已经成了RH链的首选，而和星链直接相关的SPCX就成了首选。到此星链“猫”的MEME雏形就有了。

有趣点就在这里。

X Layer上的这只星链猫不是真的像Basecat一样是一只纯猫，它借用了之前马斯克互动过猫趴在锅（星链接受器）上取暖的梗，所以它是MEME又找了RWA范式的实用型MEME角度。

除了交易税买股票之外分红之外，它还留了一个“慈善”的概念，社区基金控制的一部分Starlink分红会向包括津巴布韦、非洲、东南亚、灾区等等网络空白地区的人按需捐赠星链终端。

这，还真是一只实用猫😆。

但但但，还是要提醒大家，新叙事风靡初期，各大链一定会使尽浑身解数争抢注意力和流动性，因此炒作远大于实质。无非是拼谁家的故事更打动人，梗传播能更持久一些。真的确定性还得看Pons这种现金流回购得到市场考验的平台，玩MEME一定要警惕波动风险。 https://x.com/softlipa1018/status/2099773369692676444

## @Hotpot01 (Rico) · 09-15 09:04 · ♥70 ↻0 💬15 说一个不同的观点，arc meme币不会火，热开必死

预热阶段arc链的含华量太大了，很难形成合力

链上gas是 #USDC，而USDC是最容易被冻地址的，执法配合度是最高的，对公、进交易所，USDC被盘问概率最高

所以他不会是一个大通道，导致meme币在 #arc 缺少土壤

另外 国人早期讨论热度比老外大，反映的是这条链发射台/meme币 是华人庄为主在推动，格局肯定更小

我先预测一下： 1、官方主打合规叙事，上线后大概率装没看见 2、社区fomo热度火2天，然后被支付/RWA 大叙事盖过去 3、robinhood链出超级大金狗，全链回流到 @RobinhoodCrypto https://x.com/Hotpot01/status/2099786399851679903

## @jiabtc (Jia) · 09-15 08:10 · ♥49 ↻1 💬33 Good noon gHazels

What if your NFT didn’t just sit in your wallet?

With @0xhazels, one NFT can open 3 doors:

→ Drops: free-mint access to Launchpad projects → Pulse: USDT creator campaigns → RWA: distributions tied to real-world operations

One asset. Three utilities. Hazels is giving NFTs something to do. 👀 > 引用 @jiabtc: gHazels GM

@0xhazels isn't just a collection.

It's a story about 8 girls who refused to stay down.

They were taught to survive.

Rei taught them something different:

Position. Patience. Leverage.

So they built Azura Jujutsu — a place where knowledge isn't kept.

You learn → you share → someone else rises.

7 cities have already written their stories.

The 8th city is still waiting.

Maybe that's where we come in.

Fall seven times.

Rise eight. 🌰 https://x.com/jiabtc/status/2099772744678412690

## @sablenetwork (SABLE) · 09-15 07:12 · ♥42 ↻10 💬8 RWA distributions are now live on Sable Vault.

Interest. Dividends. Asset income.

All can be distributed to holders while keeping individual positions private.

We’re building the full stack for private RWAs.

More coming https://t.co/zhUD2AE0ax https://x.com/sablenetwork/status/2099758121740623899

## @0x_mohsin (MOHSIN) · 09-15 07:07 · ♥42 ↻4 💬17 Onchain trading is moving beyond crypto

@injective has built infrastructure for bringing real-world markets onchain

→ 135 RWA perpetual markets → $6.3B+ traded since 2025 → Equities commodities FX and more → Native USDC settlement

The bigger idea is simple:

Global market exposure can become programmable composable and accessible onchain

That is where Injective is positioning itself for the next phase of onchain trading

$INJ > 引用 @0x_mohsin: The @axisrobotics $AXIS Community Sale is opening soon, and there are a few important details to understand before participating 🧵

start here : https://t.co/ZUjE2x8KrZ

Axis is building a Base native data infrastructure layer for Physical AI already generating 5M+ data trajectories with 200K+ contributors

Now the community can participate in the $AXIS token sale powered by Sonar.

Key sale details:

→ Price: $0.10 per $AXIS → FDV: $100M → Raise: $1M USDC → Allocation: $100 to $100K → Network: Base → Currency: USDC

The vesting structure is also important:

10% unlocks at TGE

Then there is a 6 month cliff followed by 90% linear vesting over the next 6 months.

If the sale is oversubscribed allocations will be distributed pro rata and any unused USDC will be refunded.

Timeline:

Pre registration: Open

Commitment:

→Sep 21, 13:00 SGT → Sep 28, 13:00 SGT

Settlement is targeted for Sep 30

Participation requires identity verification through Sonar, while connected wallets will also go through automated AML risk screening.

One important point:

The sale closing does NOT mean TGE happens immediately. TGE timing and distribution details will be announced separately.

Always verify the official domain before connecting your wallet.

Official portal: https://t.co/OnzCxMj4XL

Do your own research and understand the vesting and eligibility rules before committing. https://x.com/0x_mohsin/status/2099756951077028020

## @coinerhit (Coinerhit) · 09-15 06:30 · ♥42 ↻8 💬6 $Index just launched Blend and I think this is more interesting than it looks at first glance

Basically, Blend lets you create your own on-chain basket of assets and trade the whole portfolio as a single token

You can combine tokenized stocks, RWA and crypto assets, choose the weights, and create your own basket

The interesting part for me is the bigger picture

Blend -> trading volume -> protocol fees -> INDEX ecosystem

So $INDEX is slowly becoming more than just one RWA product

The big question now is adoption

If people actually start creating and trading baskets at scale, Blend could become a serious revenue driver for the ecosystem

But there are risks:

> tokenized stocks ≠ actual stocks > no automatic rebalancing > low-liquidity assets can hurt execution > fees + slippage can become expensive > the product is still very early

For me, Blend is one of the most interesting things TheIndex has shipped so far

Now I want to see the numbers

Volume, users, baskets created and actual revenue

That will tell us whether this is just a cool product or a real new growth engine for $INDEX > 引用 @TheIndexFi: Blend is now live.

Build your own tokenized ETF from assets you choose.

Set the weights, and turn your thesis into a single Basket. https://x.com/coinerhit/status/2099747751869153619