# RWA — X 热门讨论 (2026-10-01 15:52 UTC)
## @mnicoletos (Michael Nicoletos) · 10-01 14:40 · ♥372 ↻111 💬1 We tend to treat these as separate stories. Bitcoin. Stablecoins. Tokenization. AI. AI agents.
Look at them together and a different picture appears.
The dollar is already onchain. More than $300 billion of stablecoins moved $11 trillion last year, and stocks, bonds and funds are starting to follow.
At the same time, AI agents are learning to do work on their own. They will need to pay for things at any hour, often in amounts too small for a card. Money that moves like software is built for exactly that.
Seventeen years of building the pieces without the picture on the box. I think they are starting to fit.
Link:https://t.co/wYCogBS0la
#AI #AIagents #Blockchain #Tokenization #Stablecoins #RWA #USD #Banking #Payments #Bitcoin https://x.com/mnicoletos/status/2105669142468554960
## @wallstreetbets (WallStreetBets) · 10-01 14:44 · ♥165 ↻4 💬12 JUST IN: OpenWorld $OPNW announces proposed acquisition of Blocksight
Blocksight builds AI agents for bringing real-world assets onchain
AI x RWA szn? https://t.co/Phh78uAFxp https://x.com/wallstreetbets/status/2105670132915687872
## @Ryanhlx (Ryan) · 10-01 13:18 · ♥41 ↻5 💬33 one of the thing i like about @DualMintRWA is how easy the underlying model is to understand.
there are 200 operating claw machines generating revenue from actual users.
PLAY takes that real machine revenue and brings it onchain through solana, with a 12–15% target annual yield and monthly distributions.
so the story isn’t just about putting an rwa onchain.
it is about connecting an operating business to onchain finance in a way people can actually understand.
$230k is the deposit target and pre-deposits opened september 22.
this is the kind of rwa infrastructure i will be watching closely. https://x.com/Ryanhlx/status/2105648653612282310
## @Diphunter18 (Diphunter ¤) · 10-01 11:57 · ♥47 ↻6 💬5 I think people don’t realise how much @aave has actually shipped over the last few months.
V4 went live on Ethereum in March, Avalanche in July and Arc in September, bringing the new Hub & Spoke architecture with it.
That sounds like an upgrade, but it changes what Aave can actually build. Liquidity sits in shared Hubs while individual Spokes can have their own assets, risk parameters and liquidation rules. That gives Aave a way to add completely different markets without having to rebuild the liquidity layer every time.
And we’re already seeing what that looks like. Aave Horizon brought permissioned RWAs into Aave, allowing qualified borrowers to borrow stablecoins against tokenized assets while the supply side remains open to stablecoin liquidity.
Now Aave is taking that further with tokenized equities. Seven Coinbase tokenized stocks are already live as collateral on Aave V4 on Base, with USDC as the initial borrowable asset.
There’s also Aave Institutional, currently proposed as an offchain lending business where institutions can borrow stablecoins against BTC and ETH held with qualified custodians. The proposed net interest margin would accrue to the DAO.
Then there’s the consumer side. Aave App is turning Aave-powered yield into a normal savings experience with bank deposits, withdrawals and self-custodial accounts underneath the hood.
Stable Vaults takes the same infrastructure and opens it up to other businesses.
A neobank, wallet, exchange or fintech can integrate Aave-powered yield without having to build the entire yield infrastructure itself.
We’re already seeing that distribution with products like Whop Treasury, MetaMask’s Stablecoin Earn and Kraken’s DeFi Earn.
GHO is becoming another important layer. GHO is now deployed across nine networks, while sGHO gives it a native savings product. Chainlink CCIP now supports GHO and sGHO transfers, Aave’s cross-chain governance and Stable Vaults.
Aave is also making the underlying liquidity more productive. The V4 Reinvestment Module can deploy approved idle protocol liquidity into strategies such as short-term Treasuries and bring it back when the liquidity is needed for borrowing.
And then there’s Aave Kit, the MCP server and the broader developer stack. Aave is making it easier for other applications, fintechs and even AI assistants to build directly on top of the protocol.
That’s the part I think gets missed.
Aave isn’t only shipping a better lending protocol. It’s building the liquidity layer, the RWA layer, the stablecoin layer, the savings products, the institutional rails and the distribution around it.
And now the value-capture side is starting to catch up. The Aave Will Win framework calls for 100% of revenue from Aave-branded products to flow to the DAO. The DAO had already bought more than 205k $AAVE through the buyback program before buybacks were paused.
Now @StaniKulechov has teased a possible burn mechanism for Aavenomics 3.0.
Nothing is confirmed yet.
But if Aave keeps adding new sources of economic activity while more of that revenue flows back to the DAO, the question becomes pretty simple: How much of everything Aave is building eventually accrues to $AAVE?
As I said once, investable Token 👻 https://x.com/Diphunter18/status/2105628225770537341
## @VyxCrypto629 (Vyx Interlink) · 10-01 12:23 · ♥44 ↻3 💬7 👤 Did you know?
The distribution of ATV Business Tokens via the ATV QR Payment platform offers an opportunity to capture the value of the entire ATV ecosystem.
With a mechanism that distributes original ATV Business Tokens to users based on their transactions on the ATV QR Payment platform, anyone has the chance to own a share of the ATV ecosystem's total net value.
With 92% of the total ATV Business Token supply allocated in this manner, the community itself stands to benefit, holding full control over the value of the ATV tokens they acquire through their $ITL transactions on the platform.
As ATV QR Payment moves closer to becoming a global $ITL payment platform and tapping into the Real-World Asset (RWA) market, early and active contributors stand to reap massive returns simply by securing ATV Business Tokens early on.
At its most fundamental level, ATV links the distribution of the asset representing its greatest value potential to the simplest of actions: scanning an ATV QR code.
This is about more than just asset distribution; it embodies a vision of decentralization at the highest level.
#Interlink #ITL #ATV #ATVInterlink > 引用 @VyxCrypto629: Ahead of the KYC mechanism update designed to accelerate the first and second migration phases, optimizing your mined $ITLG balance is crucial.
How much mined $ITLG do you hold?
A. 1k - 10k B. 10k - 100k C. 100k - 300k D. Other (comment below)
#Interlink #ITL #ITLG https://x.com/VyxCrypto629/status/2105634818549752170
## @biggalordTE (月亮 biggalord) · 10-01 15:30 · ♥46 ↻2 💬4 如果要寻找一个同时连接 Meme 市场叙事与现实资产趋势的项目， $PRISM 是一个很值得关注的名字。@prismassets
PRISM 最吸引人的地方，在于它抓住了当下越来越受到关注的 RWA 与代币化资产 叙事。随着越来越多传统金融资产开始探索链上化，股票、现实世界资产与区块链之间的连接正在成为一个非常有想象空间的方向，而 PRISM 的定位恰好与这一趋势形成了自然契合。
相比一些需要复杂解释才能理解的项目，PRISM 的故事非常清晰。围绕代币化股票和 RWA 展开，不仅让项目拥有明确的品牌定位，也让社区能够围绕传统金融与链上资产之间的融合创造更多内容。
更重要的是，RWA 并不是一个短期就能结束的概念。随着链上金融基础设施不断发展，现实资产如何进入区块链、如何获得更广泛的流动性以及如何被更多用户接受，都可能成为未来持续讨论的话题。
而 PRISM 已经拥有一个非常容易记忆的品牌和清晰的市场方向。对于一个正在成长中的项目来说，能够同时拥有鲜明叙事、明确定位以及热门赛道加持，本身就是非常大的优势。
如果后续 PRISM 能够持续扩展社区影响力，并围绕代币化股票和 RWA 创造更多实际应用与内容，那么这个故事还有很大的延伸空间。传统资产正在寻找新的表达方式，而区块链也在不断寻找与现实世界连接的入口。PRISM 所处的位置，正好站在这两个趋势的交汇点上。
CA: 0x20024E485c0B22b42855589700721b28320A7777 https://x.com/biggalordTE/status/2105681728836641281
## @byTheGentleman (The Gentleman) · 10-01 11:54 · ♥42 ↻4 💬4 Why Is Nobody Talking About $UP 's Stock Vaults?
@uponrh Can Pay You In Stocks. Seriously.
Robinhood just spent HOOD Summit talking about 24/7 trading and AI-powered markets.
But I found something interesting about @uponrh that barely gets discussed.
UP already has RWA vaults.
Lock $UP, vote with veUP, and you can turn your weekly share of DEX fees into Stock Tokens like SPY or MAG7.
And there's actual trading activity behind those rewards.
30D on DefiLlama:
> ~$1.3B DEX volume > ~$2.18M trading fees > ~$1.56M revenue to veUP voters
Now the tokenomics.
UP uses Gauge Caps to burn excess emissions when pools don't generate enough fees to justify their rewards.
The team also reported burning another 700K UP in September.
So holders can earn real trading fees while the protocol actively limits unnecessary dilution.
All this with an ~$8M circulating market cap.
No direct Summit integration has been announced. But Robinhood's push toward round-the-clock markets makes its onchain liquidity infrastructure worth watching.
I'm watching the fees, the burns and how much Stock Token activity UP can actually capture. > 引用 @byTheGentleman: Full HOOD Summit TL;DR:
ROBINHOOD JUST DROPPED 16 MAJOR UPDATES AT HOOD SUMMIT.
And some of these announcements are much bigger than people realize.
> 24/7 trading for US stocks, including weekends. Coming soon.
> Options trading hours extended by 35%.
> Up to 4x intraday margin and new OCO orders.
> Crypto perps: 8 markets, 10x leverage, 0.01% trading fees through 2026.
> Robinhood Social officially launched with verified trades, real P&L and portfolio tracking.
> One-click trading from verified traders' posts on Legend.
> AI-powered Legend with custom indicators, scanners and chart analysis.
> Robinhood Agents: AI that researches, analyzes and executes trades.
> Agent Loops: automated strategies running 24/7 without keeping your PC online. Coming soon.
> Institutional data integrations with Nasdaq, Unusual Whales, Quiver Quant and Token Terminal.
> Prediction markets for corporate earnings, revenue and EPS.
> Interactive earnings calls with live transcripts, comments and trading.
> Helios infrastructure upgrade, faster execution and app performance.
> Native tablet support and redesigned interfaces for foldable devices.
> New Gold promotions, including up to 3% brokerage transfer matching.
And the final teaser? Robinhood explicitly mentioned more assets waiting to be tokenized.
MY TAKE:
Robinhood isn't trying to compete with other brokerages anymore. It's coming for the entire trading ecosystem.
Why use five different platforms when you can research, copy trades, execute and automate everything in one place?
And the funniest part? "BUY $PONS & $CASHCAT" literally appeared on the summit screen. They even showed the cat.
Not a listing confirmation, but one hell of an Easter egg for the Robinhood Chain community.
The only thing missing was an actual Robinhood Chain announcement.
@vladtenev, enough teasing. Give us the damn chain. https://x.com/byTheGentleman/status/2105627440630370737
## @LekimXBT (LEKIM) · 10-01 13:01 · ♥43 ↻0 💬10 We are starting to see movement in the @variational_io points price as we get closer to TGE:
@PointsOTC - $37.5 per point offered @Vargan0x - $40 and $44 per point deals
I’m not the biggest fan of the OTC market, but it’s a good signal to see our points gaining value day after day.
It’s still possible to farm at much cheaper prices (I usually farm at $5-10 per point), so taking advantage of these weeks is the wisest option.
I’ll post my updated strategy as soon as I can, but as I’ve always said: my main focus is trading RWA assets with low OI.
If you haven’t joined Vari yet, you might have points waiting to be claimed (up to 3000 per account) for your activity on other DEXs (go to competitions / on-chain trader rewards).
Check your eligibility and join Vari here before it’s too late: https://t.co/UFy4UNwbne https://x.com/LekimXBT/status/2105644376068124754
## @wislakrknews (Wisła News) · 10-01 12:04 · ♥47 ↻2 💬0 🗣🎙 Marcel Łubik i Kacper Duda i ich trzy słowa, którymi reagują na... [@Sportowy_Kanal]:
Straconego gola (Łubik): "K*rwa, ja pi*rdolę, co się dzieje?"
Strzelonego gola (Duda): "Jest, super, brawo."
#WislaKrakow #U21 #POLSWE https://t.co/XPkf8dOPOm https://x.com/wislakrknews/status/2105629892477923736
## @DexHunterIO (DexHunter 🏹) · 10-01 14:08 · ♥40 ↻5 💬0 RealFi's RWA backed and yield bearing is now live on Cardano🔥 > 引用 @realfi_co: Big day. @realfi_co is officially live on Cardano Mainnet 🎉
Everything we've built together over the past few months has led to this moment. Welcome to the next chapter.
Experience the Voyager Season now at https://t.co/KE5JdnXzGg
Read more! 👇 https://x.com/DexHunterIO/status/2105661138835034397
## @RWAFoundation_ (RWA Foundation) · 10-01 12:05 · ♥40 ↻3 💬3 .@BNBChain added 4.5 million stablecoin holders over 30 days, over five times the next chain and about half the top 10's total https://t.co/Crv8KpFQwI > 引用 @RWAFoundation_: Tokenized Assets Report With Token Terminal https://x.com/RWAFoundation_/status/2105630282116428021