# RWA — X 热门讨论 (2026-09-18 10:37 UTC)
## @Degenweb3play (AWAKE 🐳) · 09-18 05:35 · ♥40 ↻28 💬18 What if Africa’s natural resources could have a bigger role in the digital economy?
That’s the vision behind $CRYSTALSTONES
@crystalstones01 is a utility/RWA project focused on bringing real-world value from Africa’s natural resources, especially solid minerals, into the blockchain space.
And it’s already listed on CoinMarketCap and CoinGecko, making it easier to research and follow the project.
This is worth checking out for real And always consider filling your bags with so much $CRYSTALSTONES. We are heading to $5M MC soon
CA: "0xe252FCb1Aa2E0876E9B5f3eD1e15B9b4d11A0b00" https://x.com/Degenweb3play/status/2100820922710061519
## @xizhe_chan (Owen Chen) · 09-18 08:23 · ♥48 ↻5 💬40 刚刚写完这篇文章，花了很大的精力，围绕了一个核心概念：Onchain Finance。 正好昨晚，美国刚刚通过了股票代币化合规的提议，借此聊一聊 Onchain Finance 的概念。
第一，Onchain Finance 与我们狭义上的 RWA 其实有不同——Onchain Finance 基于 RWA 众多的北美路线，但又超越了纯粹 RWA 的范畴，更加强调 Web3 世界对传统金融的带动作用，其中凝聚了美国政府通过 Crypto 将美元资产进行世界分发的终极目的。
第二，Onchain Finance 的分发可以分为资产端和资金端。Robinhood 从资产端（C端）切入，把股票代币做成可以被 DEX、借贷等协议直接调用的金融组件；Circle 从资金端（B端）切入，用 USDC 和 Arc 搭建链上结算基础设施。
第三，其中比较值得关注的变化，是股票代币第一次被赋予了股票衍生品的属性，开始具备可组合性成为链上的金融组件；Meme 币也开始承担流量和流动性入口的功能，甚至形成 Meme 币 → 股票代币 → 正股的联动。
第四，基于此，币股 DAT 公司出现两种路径的分化。 第一类——对冲基金运作：像 MicroStrategy 一样，能够影响某类主流资产之后进行高抛低吸。 第二类——交易所系统的出资平台：像 BNC 一样，在币安系统里通过 Meme 币实现币股联动。@cz_binance ——这正好精准对应了近日 BNC 股票的暴涨。（其他几家也跟上啊@star_okx @GracyBitget @benbybit）
第五，受益于这类趋势，公链成为机构的重要基础设施，成为为机构造血输血、进行资产运作的核心底层，并由此可以盘活整个社区经济，带来真正意义上的 Web3 与 Web2 的融合。（疯狂利好X layer @XLayerOfficial，@EudemoniaCC 加油） > 引用 @0x_Go2Mars: 代币化股票获批之后：Robinhood、Circle 与链上金融的下一阶段 https://x.com/xizhe_chan/status/2100863165638783290
## @Hossein_esv (Hosen) · 09-18 09:56 · ♥52 ↻3 💬19 hazels and me are together👀 not going to pretend i understand every layer of rwa integration yet.
@0xhazels is doing it in order.
there's something addictive about watching a time ranking move.
makes the whole thing feel less like a giveaway and more like a competition.
i want a spot on that board.
i truly wish @Rosaaa , the founder of Hazels, success. https://x.com/Hossein_esv/status/2100886796548575662
## @DowProtocol (Dow Protocol) · 09-18 09:42 · ♥75 ↻0 💬1 The next phase of RWA is not about moving the real economy onchain.
It is about rebuilding the financial infrastructure around it.
The SEC’s new tokenized-stock framework is a useful signal. The company stays the same. Shareholder rights stay the same. Securities law still applies. What changes is the market infrastructure around the asset: public ledgers, auditable smart contracts and programmable execution.
That is a more realistic model for how onchain finance scales.
Businesses do not need to become crypto-native for their financing to become programmable.
The real opportunity is to upgrade the financial layer without asking the underlying economy to rebuild itself. https://x.com/DowProtocol/status/2100883213292044400
## @Hash_hopes (Hash) · 09-18 09:30 · ♥44 ↻10 💬6 hey fam,
as we all know, the gas subsidy for all the activity and transactions will end on 29th September, which is in a few days. (after that gas fees for every transaction will be higher)
right now, the dominant venues and dexs on the chain are built for continuous price crypto assets only (which will be affected by the increased gas fees).
considering the increase in gas fees after a few days and to sustain the traffic hikes without making small investors lose value on gas fees, we are designing a very new concept of rwa dex.
prism batch action and jump aware liquidity pools:
> discrete batch clearing: we collect orders for a short period and settle them all at the same price. this means nobody can take advantage of sudden price jumps in between trades, and there’s no gas priority MEV to extract tbh.
> liquidity curve based on hazard rate: the pool tracks the event calendar and adjusts liquidity based on how likely a sudden price jump is. for example, before earnings/dividends, when the chance of a price jump is higher, the pool pulls liquidity in and relaxes it after, instead of staying static like the existing dex pools we have.
this specific type of pool will help us with loss vs rebalancing and also provide a fair value oracle for investors.
so what will change for LP farmers?
nothing tbh, as RWA LP is not a quick flip, so it won’t make much of a difference to their potential earnings.
still, you’ll have access to both old pools and new pools and all new pool models.
this is still on a conceptual level, and a lot of experiments will be made to make sure this works smoothly.
i believe @Uniswap can build it better with the infrastructure they have but we are building it anyway (if it fails, it fails).
whatever, we keep shipping.
letsgoooooooooo https://x.com/Hash_hopes/status/2100880174094967081
## @Hercules_Defi (Hercules | DeFi) · 09-18 09:00 · ♥46 ↻2 💬20 DeFi just hit $11.8B in daily DEX volume, with $66.3B over 7 days.
TVLs are climbing, liquidity is moving, and protocols are still shipping.
The opportunities right now are honestly hard to ignore.👇 ----------------------
➢ @zama expanded its Morpho integration to 16 confidential yield vaults across USDC, USDT, WBTC, AUSD and TGBP, while launching confidential swaps on Ethereum. ----------------------
➢ @aave is expanding Aave V4, with deposits across five hubs reaching roughly $709M. A new round of cap increases would add about $163M in borrowing/deposit capacity, including $94M on Arc. ----------------------
➢ @ethena expanded USDe and sUSDe to TRON, making the assets available through Stargate while integrations with TRON DeFi protocols including JustLend and @OfficialSUNio are expected to follow. ----------------------
𝐘𝐢𝐞𝐥𝐝 𝐅𝐚𝐫𝐦𝐢𝐧𝐠 𝐏𝐨𝐨𝐥𝐬
➢ GBPm–USDm DApp: @MentoLabs Chain: @Monad APR: 25.47% Pool type: Liquidity Providing TVL: $600.51K
➢ wiTRY DApp: @brix_money Chain: @ethereum APY: 14.56% Pool type: Yield Vault TVL: $7.46M
➢ ynRWAx DApp: @YieldNestFi Chain: @ethereum APR: 11.01% Pool type: RWA Yield Vault TVL: $9.24M
➢ USDC DApp: @AlchemixFi Chain: @ethereum APR: 10.33% Pool type: Fixed yield TVL: $4.65M
➢ aguaUSDCgc DApp: @reservoir_xyz Chain: @ethereum APY: 10.00% Pool type: Onchain Capital Allocator TVL: $14.03M
➢ MLP DApp: @meridiandotxyz Chain: @RobinhoodCrypto APY: 6.64% Pool type: Liquidity Provider TVL: $2.22M
➢ vSOL DApp: @thevaultfinance Chain: @solana APY: 5.61% Pool type: Liquid Staking TVL: $141.04M
➢ STONX–USDG DApp: @EkuboProtocol Chain: @RobinhoodCrypto APR: 4.04% Pool type: Liquidity Providing TVL: $629K
➢ USDT DApp: @stusdtio Chain: @ethereum APY: 3.35% Pool type: RWA Staking TVL: $1.83M
Which did I miss, Lemme know in the comments 👇 https://x.com/Hercules_Defi/status/2100872511181492669
## @BlockmazeRWA (Blockmaze) · 09-18 09:14 · ♥50 ↻5 💬7 𝐌𝐨𝐧𝐞𝐲 𝐛𝐞𝐜𝐚𝐦𝐞 𝐛𝐨𝐫𝐝𝐞𝐫𝐥𝐞𝐬𝐬. 𝐂𝐨𝐮𝐥𝐝 𝐚𝐬𝐬𝐞𝐭𝐬 𝐛𝐞 𝐧𝐞𝐱𝐭?
Tajinder Virk breaks down the shift from borderless money to borderless assets and what tokenisation could mean for assets that have traditionally been restricted by geography.
From moving money across borders → to moving ownership across markets.
The next shift in financial infrastructure could be bigger than payments.
#Tokenisation #RWA #DigitalOwnership #CapitalMarkets #FutureOfFinance @nattyvirk @_soniashenoy https://x.com/BlockmazeRWA/status/2100876211333312815
## @AlchemyPay (Alchemy Pay|$ACH: Fiat-Crypto Payment Gateway) · 09-18 08:25 · ♥40 ↻9 💬4 The SEC's new Innovation Exemption marks an important step for tokenized securities: qualified venues can now pilot onchain trading of tokenized NMS stocks through permissioned AMMs and liquidity pools.
The significance goes beyond tokenization itself. It points toward a market structure where real-world assets can not only exist onchain, but also access programmable liquidity and secondary-market infrastructure.
This distinction matters.
For tokenized RWAs to develop into a real market, tokenization is only one piece. Trading, liquidity, settlement, and ultimately access from the traditional financial system all need to come together. That is where fiat-to-RWA infrastructure becomes increasingly relevant.
#AlchemyPay's fiat-RWA offering is built around enabling users to access tokenized real-world assets through familiar fiat payment rails, connecting traditional money with an emerging onchain asset economy.
As tokenized securities move from issuance toward trading, liquidity, and broader distribution, the infrastructure connecting fiat with onchain RWA markets will become increasingly important to making this ecosystem more accessible.
$ACH > 引用 @CoinDesk: BREAKING: The SEC grants a five-year "Innovation Exemption" for tokenized securities venues, allowing blockchain platforms to list and trade real tokenized stocks with full shareholder rights. https://t.co/Wys7dhhui4 https://x.com/AlchemyPay/status/2100863780171522449