# RWA — X 热门讨论 (2026-09-24 11:44 UTC)
## @Defi_Rocketeer (Defi Rocketeer) · 09-24 10:07 · ♥64 ↻4 💬32 Wall Street closes. RWA perps don’t
in Q3 2026, RWA perp DEX volume reached $365B, up 32% QoQ.
Public equities accounted for around $175B in volume, nearly 48% of the entire market.
another notable signal:
>> RWA now makes up around 24% of total perp OI, up from ~6% at the start of the year.
>> More than 1,000 RWA markets have appeared across onchain perp venues.
>> Around 75% of listings are public equities.
i think the use case is pretty easy to understand.
TradFi has market hours. Crypto rails run 24/7.
Stocks, indices, commodities, or FX can now be longed or shorted onchain without waiting for traditional markets to open.
During the September Fed event, 16 equity-linked perps even generated around $1.02B in volume while the U.S. cash market was closed.
When the market pulls back, these are the tokens I’m watching:
- $HYPE / @HyperliquidX → HIP-3 / RWA perp ecosystem.
- aster-2:native / @Aster_DEX → stocks + commodities perps.
- $VAR / @variational_io → 500+ markets, RWA-heavy derivatives play.
- ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 / @OndoPerps tokenized stocks + equity perps + RWA collateral.
- $LIT / @Lighter_xyz → existing perp distribution expanding into TradFi markets.
Perp DEXs are expanding from crypto trading into global markets.
if this trend continues, RWA perps could become one of DeFi’s next major growth areas.
DYOR. https://x.com/Defi_Rocketeer/status/2103063826778452268
## @FluxFinance_ (FluxFinance) · 09-24 09:00 · ♥90 ↻0 💬9 FLUX lays out a phased expansion from stablecoin-funded stocks and ETFs toward broader RWA modules, digital assets, regional markets and institutional infrastructure.
But one sentence matters more than the dates:
Each phase should launch only when operational, legal, custody and liquidity conditions are ready.
That means product expansion is not simply:
“Month X arrives → feature goes live.”
Licenses, partners, custody readiness, liquidity, audits and regional restrictions can all affect what becomes available and when.
In financial infrastructure, readiness matters more than speed.
#FLUX #Roadmap #RWA #MarketInfrastructure https://x.com/FluxFinance_/status/2103046796205584521
## @cas_abbe (Cas Abbé) · 09-24 10:21 · ♥69 ↻0 💬27 Wall Street was closed!
@binance perps still priced 97% of the next open's move.
After the FOMC decision, US$1.02B traded through equity-linked perps on @binance while US cash markets were dark. The median perp captured 97% of the opening gap across 16 names, and all 16 got the direction right.
US trading hours are only about 19% of the week, yet they carry 87% of equity volume. News doesn't check the clock.
The SEC Innovation Exemption dropped near the close. By Friday's open, HOOD was +4.67%, CRCL +4.43%, MSTR +4.04% and COIN +3.24%. SPY moved -0.16%. Perps gave traders a head start.
Weekends count now too.
US$7.25B traded across 198 TradFi perps during the S&P rebalance closure. SNDK, the most traded addition, gained only 0.30%. Picking the right names mattered more than the index add itself.
Pre-IPO works the same way. Anthropic's perp slipped just 0.89% on the IPO delay while OpenAI's gained 3.00%. September volume is already US$643M, above all of August.
Traders just got more time to react.
Trade RWA-linked perpetuals on Binance, live 24/7, when the news breaks and Wall Street can't. https://x.com/cas_abbe/status/2103067275461013520
## @oxbashir (𝗕𝗮𝘀𝗵𝗶𝗿 𝗺𝗮𝗻𝗮𝗴𝗲𝗿) · 09-24 09:12 · ♥46 ↻1 💬39 Gold has been trusted for centuries. Blockchain is changing what “ownership” can look like. 🪙
That’s why I find the idea behind GMTL interesting.
The bigger RWA conversation isn’t simply about putting an asset on a blockchain. It’s about asking whether assets from the traditional world can become more digital, transparent and easier to interact with.
Gold is a perfect example. It already has global recognition and deep liquidity, but the way gold is owned, transferred and represented has traditionally depended on established financial infrastructure.
Tokenization introduces a different possibility: representing real-world value through digital infrastructure and making that asset capable of interacting with blockchain-based systems.
And this is where GMTL’s focus on tokenizing precious metals markets becomes interesting to me. I don’t see the RWA narrative as “blockchain replacing gold.”
I see it as blockchain giving traditional assets new rails.
If that evolution continues, the question isn’t just “What assets can we tokenize?”
It becomes:
“What can we build around those assets once they become digitally represented?”
That’s the part of the RWA movement I’m watching.
@GMTL_Gold #GMTL https://x.com/oxbashir/status/2103049850707152956
## @ZeusRWA (Zeus 🇬🇧) · 09-24 10:34 · ♥53 ↻7 💬19 Which blockchain will win the RWA race? https://t.co/x2RFa3NOZF https://x.com/ZeusRWA/status/2103070663250493886
## @RWAFoundation_ (RWA Foundation) · 09-24 08:26 · ♥42 ↻5 💬0 @Ondo has launched Ondo Private Client, a new program for the largest holders and most active traders on Ondo Stocks. https://t.co/bDMGWVCjbv https://x.com/RWAFoundation_/status/2103038421543567382
## @RWAFoundation_ (RWA Foundation) · 09-24 10:39 · ♥40 ↻3 💬4 Hundreds of trillions of dollars of assets will eventually move onto blockchain rails.
There is going to be room for a LOT of winners here. 🐘 > 引用 @ZeusRWA: Which blockchain will win the RWA race? https://t.co/x2RFa3NOZF https://x.com/RWAFoundation_/status/2103071874959954263