# RWA — X 热门讨论 (2026-09-28 16:22 UTC)
## @plumenetwork (Plume) · 09-28 15:45 · ♥91 ↻10 💬10 Accessing the $6 trillion Treasury market directly means a TreasuryDirect account and a portal built for the dot-com era.
Plume Vaults opens it globally, with AML controls built into the chain and positions that work across DeFi.
Read the primer: https://t.co/bePYuJgxna https://t.co/hkaq3dM595 https://x.com/plumenetwork/status/2104598397227512271
## @oragnes (比特币橙子Trader) · 09-28 12:22 · ♥43 ↻10 💬25 卧槽，Jeffrey Hu 把下一周期的标准明牌了：隐私 + 后量子！（有密码）
隐私必须做到机构敢用，密码学必须扛得住量子计算。
以后大量链上交易可能根本不是人在点鼠标，而是 AI Agent 24 小时交易、对冲、支付、调仓。
但现在 Agent 的策略一碰到公开 mempool，仓位和执行路径就可能暴露。
机构更麻烦，它既不能把全部交易公开，又必须能向监管、审计方选择性披露。
再往后看，今天大量钱包依赖的椭圆曲线签名，还要面对量子计算带来的迁移问题。
所以我顺着 Jeffrey 这两个条件重新筛了一遍，现在能直接对标的也就两个？
第一， $ZAMA 。
这是目前我觉得最贴 Jeffrey 这套逻辑的。
Zama 的 fhEVM 用 FHE 让数据保持加密状态也能直接计算，可以做机密稳定币、Private DeFi、RWA、隐藏余额和交易金额，它底层 TFHE 使用 LWE 这类被认为具备后量子安全性的密码学假设。
第二， algorand:native 。
ALGO 是后量子。
Algorand 今年 8 月已经把原生 Falcon-1024 后量子账户正式推上主网，可以直接用后量子签名持币、转账和调用应用。这已经不是路线图，而是真正进入协议层。
所以如果后面市场开始单独炒“Post-Quantum Crypto”，ALGO 是少数有现成主网产品可以讲的老币。 > 引用 @jeffrey_hu: A few friends asked what I'm looking for. Here is my short answer: privacy, post-quantum.
- privacy, institutions can adopt - cryptography, quantum computers can't break
Most of what gets built on top of crypto in the next cycle depends on both.
This is my target for EASY Residency S5 @EASYResidency https://x.com/oragnes/status/2104547207060070461
## @Defi_Rocketeer (Defi Rocketeer) · 09-28 13:55 · ♥55 ↻4 💬17 how is data from real world assets verified before being brought onchain?
i don't think i'm the only one asking this question.
blockchain can make onchain data transparent, but the underlying assets and revenue-generating activities happen in the real world.
so without a way to connect and verify these two worlds, onchain data is only as good as the offchain data being fed into it.
@DualMintRWA is showing an interesting way to solve this with PLAY.
with 200 operating claw machines, each machine has its own Machine ID.
each play is recorded on the machine's counter. Chainlink nodes capture data from the machines and reconcile it with revenue before it's recorded onchain.
the flow is pretty easy to understand: Real world activity → machine data → verification → onchain.
i think this is an important layer as RWA starts expanding into more types of physical assets.
bringing an asset onchain is the first step. Making the activity behind it transparent and verifiable is the part worth watching. > 引用 @DualMintRWA: Every machine class that proves steady cashflow eventually gets financing built around it, this time, it's the machine itself doing the proving, onchain.
DualMint's starting with claw machines. Robots are next. https://t.co/OdZkJIgY3A https://x.com/Defi_Rocketeer/status/2104570740687433952
## @memorycowmoo (the memory cow) · 09-28 15:24 · ♥46 ↻4 💬11 gMOO🐮
Personal observation: there is a lack of creativity in narrative building in crypto, which has been the case for years, and it becomes even more obvious now in the stock pairing meta.
When looking at the bull thesis for a stock paired memecoin, you'll notice that actually it's mostly just old wine in a new bottle: 1. The engagement from someone affiliated with the company - the good old "Elon replied" "pmarca followed" 2. The "short squeeze" - an attempt to relive the GameStop lore 3. Physiognomy (h/t @kyle) - "the ticker made me laugh"
These are all legit reasons to be bullish on a memecoin. However, they all came from the old mental model that gets used and reused over and over again, to a point that it's too stale.
@longdotxyz probably is the only launchpad that recognizes the importance of creativity, and encourages it as well. They themselves created "board sit", the memory cow is targeting "being the onchain coordination and liquidity layer of memory stocks", and there will be probably many more communities that'll come up with creative angles for their own unique narratives.
Tokenization/RWA is a generational opportunity for crypto, and onchain has finally seen a breath of fresh air that it hasn't for too long. Don't fumble it with some old trick that everyone already knew how it's gonna end up.
LONG Moo that > 引用 @Natan_benish: One angle I haven't really covered yet is branding for stock pairs, and how I think it might be one of the most valuable ways LONG can support and scale our top pairs:
As a founder, I need to think in abstractions and feel the vision way before it takes shape. So when a new team took over @ArtificiallyInu (one of the best 🫡), my technical side naturally had me thinking more systematically and quantitatively.
I was midcurving the art + memetics. Didn't really understand why that was even a focus. Oh man, I was so wrong. Having Pudgy level IP is going to be a game changer for massive onboarding(arguably more impact than the best flywheel we can come up with)
I think three days before "board sit" became a thing, I was discovering the idea while brainstorming a video concept. It came naturally, just by tapping into the memetics and having an actual character I could imagine(definition of memetics is how easy an idea just clicks and spread out)
If LONG is the YC of stock pairs (maybe even Sequoia), branding is going to be so important. Incubating great brands is the LONG quality stamp:
Stock memes can popularize stocks and drive distribution the same way OG memes drove distribution around ETH, which felt super complex to the average person.
There is so much design space around this, both for more low key stocks that can't break into the mainstream and for the biggest ones out there.
LONG is literally the gold standard for this. Narratives form organically, to the point of becoming the main message every stock pair out there is trying to adopt. This is one of the rare things you can't really copy, and is extremely valuable over the long run.
We understand how to produce it beyond 24h attention cycles that fade away. And to be clear, it's not just about doing the same mascot brand for each pair. The same way we promote PVE and help different stock pairs build their own unique positioning, we will do the same for branding.
You haven't seen anything yet :)
LONG. https://x.com/memorycowmoo/status/2104593194344149480
## @UkrainianVapeM1 (Iggy) · 09-28 13:44 · ♥41 ↻0 💬14 Hi all!
My vacation is over and I ready to get back to work; today, Im reviewing new project
Ive been looking at quite a few RWA projects lately, and most of them need a lot of explaining before the model actually makes sense.
This one caught my attention for the opposite reason.
Someone in Shenzhen puts money into a claw machine, tries to grab a toy and probably misses.
Normally thats where story ends.
With @DualMintRWA, that play becomes part of revenue generated by a fleet of 200 operating claw machines. Machines earn from real users, operators pay a fixed monthly lease, and PLAY brings that revenue onchain through Solana.
Thats probably why I kept reading. Yield here isnt built around token emissions or another loop inside crypto. There are actual machines doing their job every day, with PLAY targeting 12–15% annual yield and distributions happening monthly.
And theres a bit more happening underneath.
Each machine gets its own peaq identity. Chainlink helps check machine activity against reported revenue. An SPV holds the physical machines, while PLAY is designed to trade through an onchain liquidity pool.
Ill dig into that part separately because the way physical revenue gets verified before reaching onchain holders is probably the more interesting side of the whole setup.
For now the model is easy to understand:
people play → machines earn → data gets checked → revenue moves onchain
PLAY pre-deposits are open through Uptime, with @stardotfun powering the raise infrastructure.
You can also explore Star directly at https://t.co/8nDiirMzgI. with @stardotfun
Steel earns it. Solana moves it. https://x.com/UkrainianVapeM1/status/2104567904062648366
## @sirohedge (Sirohedge) · 09-28 13:18 · ♥42 ↻4 💬3 “ $SERV Reasoning is being applied across a surprisingly wide range of use cases: trading, payments, treasury management, RWA allocations, disputes, security, autonomous spending, etc.
Everybody can integrate SERV Reasoning. And soon, the majority will.” > 引用 @OnlyHades_: Spent the last few hours going through the $SERV hackathon submissions and damn, I'm mind-blown.
Just a heads up, this is a long read.
So far we've got 33 properly documented public submissions, and this is a pretty good look at what SERV Reasoning can actually do in real products:
@Knowledge_JO + @Sabercodes123 built Arena 67, a chat-first trading agent for Robinhood Chain. SERV handles the research and reasoning behind the trades.
@Chain_Oracle built Shijima, a 24/7 agent trading Robinhood stock tokens. The role SERV plays here is helping the agent reason through trades, while onchain limits control what it can actually do.
@stewardpay built a WhatsApp wallet assistant. You say “buy AAPL” and SERV turns that request into a proposed transaction for you to confirm.
@0xMemeshe built Batpilot, which turns plain-English investment goals into protected stock-trading plans. SERV explains the decisions and why certain trades get rejected.
@AlleManfredi built Managerv, an AI fund manager for Folyum ETFs. SERV is integrated here to handle allocation, risk and portfolio reasoning.
@TweetBySoft built Ledgerly, a treasury agent that can DCA, rebalance, pay contractors and bills. SERV proposes and explains what should happen while code controls the money.
@Dollar782 built Halo, a protection layer for stablecoin payments. SERV judges refund cases, while onchain rules prevent unauthorized payments.
@Datweb3guy built Deed, an AI trustee for family remittances. SERV interprets instructions like “school fees, not phones” and reasons through the payout while code restricts where money can go.
@willIsbillls built Payrun, an AI payroll agent. Here SERV checks invoices against the payment policy before AgentKit decides whether the payment can actually happen.
@NFTreeVerse built Unbribable, where you try to convince an AI to pay you from a USDC vault. SERV evaluates every argument, but the vault rules still control the money.
@HollowEchoes_23 built Steward, a stablecoin treasury where SERV decides what should happen and deterministic code decides what is actually allowed.
@jmadhanai built Spare, an automated savings agent. SERV decides how much should be saved, then AgentKit moves the money into an IXS vault.
@thenameisMufasa built Tender, which lets an agent buy only the data it needs. SERV decides which paid information is worth spending on while code enforces the budget.
@aspekt19 built AllowLatch, a spending gate for AgentKit. SERV drafts and reasons through the policy, but deterministic code gives the final ALLOW or BLOCK.
@25THPRMR built ServPit, where six SERV-powered agents make decisions around staking, borrowing and spending. SERV is basically the reasoning engine behind each agent.
@zendrace built AutoWallet, where SERV plans what to do with spare USDC before sending it into an IXS RWA vault.
@henrysammarfo built BOND, an RWA deposit agent. SERV checks the mandate and allow/denies the action, while the system waits for the vault to actually settle before calling it done.
@0xBaqi built Terms, a pre-execution authorization layer. SERV verifies the reasoning, but the transaction can still be blocked if the policy or vault says no.
@Dami904_ built a Steward for RWA vaults. The model proposes the allocation, SERV reasons through it, and smart-contract limits determine how much authority the agent gets.
@diversifi_app built DiversiFi, using SERV to reason through currency risk and allocation across RWA vaults before producing a decision receipt.
@thybow1 built CapitalRail, which checks whether an RWA vault is actually ready to accept capital. SERV helps assess the live conditions before the deposit happens.
@okey_amy built VAULT-PILOT, an autonomous RWA treasury. SERV reasons over live yields, with every decision recorded before execution.
@chiboy0123 built Hatrey, a treasury agent that takes policies like “keep 20% liquid” and uses SERV to decide whether to allocate, hold, redeem or refuse.
@Minerxx_ built Docket, which stress-tests RWA allocations against rate spikes, liquidity crunches and depegs. SERV handles the reasoning before and after capital moves.
@encrypt_wizard built Judr, an autonomous arbitration system. SERV reasons through disputes while code verifies the evidence and AgentKit handles the payout.
@_HEISEMMA built afterhours, a trade assistant that uses SERV to compare options against the user's actual preferences instead of blindly executing.
@Daveilorah built Relay Guard, which uses SERV to parse a payment request and return ALLOW, REVIEW or BLOCK. The other layers make sure the agent can't bypass that verdict.
@kenn_ronin built EXHIBIT A, a chargeback agent where SERV maps evidence to payment rules. Code then verifies every citation before anything gets submitted.
@the_Main_Charc built Weryon, a human approval layer for trading agents. SERV can reason about the trade, but the agent still can't sign without the required approval.
@RobinHill85 built T1000, giving one agent $150 to manage yield while another checks its work and code controls execution. SERV sits in the reasoning layer between those steps.
@ram_krish2000 built Urai, which tests whether SERV actually improves an existing agent by comparing performance with and without it.
@Dems_thePenlord built VetoLayer, putting SERV between autonomous agents and high-impact actions so production changes and money movements can require approval.
@Timidan_x built Tern, an agent that trades on untrusted text. SERV reasons through the input while Prompt Guard and Shadow Agent check the process before execution.
SERV Reasoning is being applied across a surprisingly wide range of use cases: trading, payments, treasury management, RWA allocations, disputes, security, autonomous spending, etc.
Everybody can integrate SERV Reasoning. And soon, the majority will.
This is much bigger than people realize.
Still sitting at $17M. Ridiculous.
CA: 0x5576D6ed9181F2225afF5282Ac0ED29f755437Ea https://x.com/sirohedge/status/2104561356490055826