# RWA — X 热门讨论 (2026-10-11 19:57 UTC)
## @CryptoOHungry (CryptoHungry) · 10-11 16:47 · ♥54 ↻15 💬27 RWAs Are Growing Onchain. But Are People Actually Using Them? https://x.com/CryptoOHungry/status/2109325004899041694
## @WhaleFactor (Whale Factor) · 10-11 19:35 · ♥81 ↻12 💬1 🐋 WHALE WATCH : While the broader market sold off four tokens stayed green over the past month.
=> $QNT +269% => $SUI +50.8% => $ONDO +42.8% => $AAVE +37.7%
QNTs move is an outlier. The others tracked real narrative momentum. DeFi RWA and L1 strength. Which one has legs depends on whether the catalyst behind each holds.
Which are you watching ? https://x.com/WhaleFactor/status/2109367234019622916
## @andrewmoh (andrew.moh) · 10-11 17:18 · ♥48 ↻4 💬37 rwas are picking @Morpho over @aave as their lending venue. the numbers aren't close.
first, why lending?
rwas have one edge crypto-native assets don't: they're backed by offchain value people already trust. that makes them natural collateral for money markets.
but most of it is still idle: $4.05b in defi out of $31.9b active on-chain rwa aum ➜ only ~12.7% is actually being put to work
where that $4.05b sits: + morpho blue: $728.4m + kamino lend: $410.3m + aave v3: $403.3m + aave horizon (rwa): $155.6m + euler: $95.1m
aave v3 + horizon combined = $558.9m ➜ still ~$170m behind morpho alone
top collateral on morpho: + PRIME + PT-reUSD + syrupUSDG + syrupUSDC + aHYPER
the same assets dominate active loans. that's a looping pattern:
deposit rwa ➜ borrow stables ➜ buy more rwa ➜ deposit again
why morpho? isolated markets and permissionless listing. a curator can open a market for a new rwa without a governance vote, and the risk stays inside that one market. aave had to launch a separate instance (horizon) to get close to that.
➜ the next wave of rwa in defi goes to whoever lists fastest without contaminating the rest of the book. right now that's morpho. https://x.com/andrewmoh/status/2109332802315669652
## @injective (Injective 🥷) · 10-11 19:39 · ♥67 ↻8 💬6 Injective CEO @ericinjective went on the Talking Tokens podcast this week to speak on Injective’s growing dominance across RWAs, our recent wins in getting regulatory approvals here in the U.S. & abroad for $INJ and major upcoming launches on the horizon 👇 > 引用 @_TalkingTokens: Today's episode with @EricInjective, co-founder and CEO of @Injective, dives into:
- The growth of RWA perps across equities, FX, commodities and pre-IPO markets - How enterprises like POSCO International, LG CNS and Pineapple Financial are bringing supply chains and real-estate onchain - Its SEC transfer agent registration and what it unlocks for tokenizing assets and raising capital onchain
TIMESTAMPS 00:00 Intro 00:58 How Eric Chen Started Injective 03:07 Should Founders Still Drop Out of College? 05:27 Why AI Reminds Eric of Early Crypto 07:24 The Security Problem AI Can't Solve 09:27 Injective's Vision for Onchain Finance 11:21 Why Tokenization Is Accelerating 12:31 What Injective's Transfer Agent Registration Enables 14:32 $215M in RWA Perpetual Volume 16:33 Are Perpetual Markets the Future of RWAs? 17:52 Why Tokenizing Assets Isn't Enough 20:16 What's Moving Onchain Faster Than Expected 21:45 What Institutions Are Building on Injective 24:25 What Makes an Asset Useful Onchain? 27:21 Will Onchain Finance Compete With Banks? 27:52 Why Institutional Tokenization Is Accelerating 29:08 What Should Actually Move Onchain? 31:14 What Enterprises Want From Blockchain 33:48 Will Blockchain Become Invisible Infrastructure? 35:37 What Onchain Finance Could Look Like in 5–10 Years 37:26 What Injective Got Wrong 38:29 What Eric Is Watching Next 39:xx AI Agents Move From Analysis to Execution (timestamp needs verification) 41:27 What Eric Won't Trust AI With 41:40 Eric's Advice for Builders
Watch below or on X: https://x.com/injective/status/2109368381581504824
## @prismassets (Prism Assets) · 10-11 17:53 · ♥44 ↻8 💬16 New updates are now live on Prism Wallet.
The universal RWA wallet just became truly universal. https://t.co/fRicoPhnkF https://x.com/prismassets/status/2109341759323209906
## @Sae3ds (Alfie) · 10-11 16:42 · ♥44 ↻0 💬9 Many DeFi projects look exciting, but only a few actually create real value for users When you invest in a project, you are not only spending time, you are also putting your own capital at risk, That is why choosing the right DeFi project is so important
Last year, I was lucky to invest in Solstice in the Solana ecosystem, and it delivered strong returns
This year, I feel even luckier because I found @onrefinance It is currently the only DeFi project I am actively investing in
So, what is #OnRe ?
If you think RWA only means a stablecoin with a few percent yield, OnRe might change your mind, It brings digital capital into the reinsurance market, a huge traditional industry that has been mostly inaccessible to everyday crypto users
OnRe is an onchain reinsurance company licensed in Bermuda, Its main product is ONyc, a yield bearing dollar asset on Solana
solana:5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5 generates yield from reinsurance premiums, returns on stablecoin collateral, and liquidity incentives
Why OnRe Stands Out
The most important thing about @onrefinance is that its yield does not come only from token emissions or inflation, A meaningful part of it comes from real reinsurance premiums
OnRe works with established reinsurance brokers such as Guy Carpenter and Howden, These brokers help OnRe access real world insurance risks, Users’ capital is then used as collateral in these reinsurance contracts, helping generate yield from real underwriting activity
For DeFi, the most interesting part of #ONyc is that it is not just a yield bearing asset It is also yield bearing, composable collateral This means you can earn reinsurance yield while also using ONyc in lending, looping, liquidity strategies, and structured DeFi products
In simple terms, ONyc lets you earn yield from the real world while still participating in DeFi
How to Farm OnRe
If your main goal is to maximize OnRe Points, buying YT-ONyc on @ExponentFinance is generally the most points focused option
https://t.co/tpFVY7hXRS
If you want to earn points while also keeping a reasonable APY, consider;
Looping ONyc on @Loopscale or @kamino Providing liquidity in ONyc-USDC pools Using a conservative leverage level if you choose a loop strategy
https://t.co/vDVL0Edatz
https://t.co/dsP5D99Kub https://x.com/Sae3ds/status/2109323818699276451
## @RWAFoundation_ (RWA Foundation) · 10-11 19:28 · ♥42 ↻0 💬8 Anticipating an action packed week for tokenization & RWA’s. https://x.com/RWAFoundation_/status/2109365492888768522