# AI infrastructure stocks — X 热门讨论 (2026-09-16 12:16 UTC)
## @WorldOfMercek (Mercek) · 09-16 10:55 · ♥84 ↻10 💬56 Arc’s RWA thesis is already taking shape through an ecosystem spanning assets, credit, infrastructure, and onchain yield.
The early projects building on @arc point to a broader tokenization stack:
Tokenized equities
• Dinari ( @DinariGlobal ) → tokenized stocks and ETFs • Archive ( @archiveonarc ) → tokenized stocks • Light ( @lightlending ) → lending against tokenized stocks • AI Arc Investor ( @aiarcinvestor ) → described as a “first memestock”
Private credit
• Liquid ( @getliquid_io ) → tokenized private credit • Maple ( @maplefinance ) → tokenized private credit / institutional onchain credit
Commodities
• Chennai ( by @arjunlevi ) → tokenized commodities • Froth ( @froth_meme ) → commodities + RWA markets + tokenized credit
Energy
• OpenVPP ( @OpenVPP ) → tokenized energy infrastructure / energy rails
RWA infrastructure
• Trize ( @trize_io ) → institutional tokenization rails • Centrifuge ( @centrifuge ) → RWA issuer • Securitize ( @Securitize ) → institutional tokenization • Fluent ( @dabere75 ) → RWA marketplace
RWA yield / DeFi
• Realise ( @RealiseFi ) → RWA yield • Lagoon ( @lagoon_finance ) → onchain RWA vaults • Aethel ( @AethelFinance ) → RWA vaults
The bigger signal is not the number of RWA projects on Arc, but the range of financial primitives being built.
Arc is shaping up as an RWA settlement layer spanning tokenization, credit, markets, and yield. https://x.com/WorldOfMercek/status/2100176789234393317