# RWA — X 热门讨论 (2026-09-15 17:08 UTC)
## @KAVA_CHAIN (Kava) · 09-15 16:01 · ♥205 ↻22 💬0 The moment it clicks:
Elevated rates aren't a headwind for productive onchain capital.
They're a tailwind.
Tokenized Treasuries. RWA yields. Stablecoin reserves.
Higher-for-longer = more yield flowing onchain. 📈🔗 https://x.com/KAVA_CHAIN/status/2099891249553477633
## @Ucan_Coin (𝖀𝖈𝖆𝖓) · 09-15 16:25 · ♥85 ↻6 💬29 The move toward blockchain based banking has been talked about for a while, but the developments over the past few days make it clear to me that this is now moving into a different stage.
OpenReserve Bank, N.A. received conditional approval from the Office of the Comptroller of the Currency (OCC) to establish a national bank in the US.
It is not a bank that has started operating yet.
Final approval from the OCC and other regulatory processes are still ongoing.
But what caught my attention here is not the approval itself, but the banking model being proposed.
Because OpenReserve is not looking to add blockchain to the existing banking system later.
The company describes itself as a blockchain native bank.
In other words, it is putting onchain financial transactions directly at the center of its banking infrastructure.
The planned structure includes tokenized deposits, stablecoins, digital asset custody, payment services and onchain settlement.
More importantly, the company wants to bring traditional banking and native onchain settlement together within the same structure.
The 24/7 settlement side is also important here.
A large part of traditional finance still works by connecting different institutions, different ledgers and different operating hours.
What blockchain offers here is not just making transactions digital.
It allows assets and money to move more continuously on the same financial infrastructure.
That is why I do not see OpenReserve as just “another crypto bank.”
The target customer base is also quite different.
Areas like corporate treasury management, tokenized deposits, stablecoin issuance and digital asset infrastructure are where blockchain is becoming part of the financial system itself.
And there is a bigger connection here.
Stablecoins are changing how money moves and how settlement works.
Tokenization is bringing real world assets onchain.
As the RWA market grows, there is also a need for new infrastructure to custody, transfer, trade and finance these assets.
When banking services start being built on top of that infrastructure, things start to look very different.
Because we are no longer talking about blockchain as a technology banks use.
We are talking about banks built around blockchain infrastructure.
That is where I think the real shift is.
A bank can use blockchain.
But designing a bank from the start with onchain infrastructure in mind is something very different.
In the first model, blockchain is one part of the existing system.
In the second model, blockchain is one of the core layers in the design of the system itself.
And this is not the only example we are seeing.
Revolut also received conditional approval from the OCC to establish a national bank in the US that same week.
Block has also applied to establish a federal trust bank that would cover custody services for digital assets such as stablecoins and Bitcoin.
Their models are not the same as OpenReserve.
But they have one thing in common:
Financial companies are no longer keeping blockchain and digital asset infrastructure outside the banking system.
Instead, they are trying to bring it into regulated financial structures.
That is why I do not think the main competition in the coming period will be about “who is more digital?”
Because almost everyone will be digital.
The real question is:
Who is building this new financial system with onchain infrastructure in mind from the start?
Maybe the bank of the future will not be a bank that starts using blockchain later.
Maybe it will be a bank born on blockchain infrastructure.
OpenReserve is not proof of that yet.
But I think it is a strong signal of where banking could be heading. https://x.com/Ucan_Coin/status/2099897509678064082
## @Moon1ightSt (Moonlight🌙月光) · 09-15 15:37 · ♥83 ↻0 💬23 亲爱的，等了这么久，Arc 主网终于要上线了！
9 月 16 日，@arc 正式开门，@BinanceWallet 也会首发支持
Arc 是 Circle 推出的 Layer 1，背后就是我们熟悉的 USDC
这次比较特别的是，Arc 直接用 USDC 做 Gas，稳定币支付、机构资金、RWA，还有 AI Agent 支付，都是它想做的事情
新链刚上线的时候通常都很热闹，Meme、新资产、DeFi 都可能陆续冒出来 👀
如果想第一时间进去看看，提前准备好 USDC，9 月 16 日直接用 @BinanceWallet 进入 Arc 就好
月光已经准备好啦，等开门去抓大金狗
#Arc #BinanceWallet > 引用 @binancezh: 币安钱包 🤝 Arc
币安钱包将在@arc 主网上线首日同步支持 🚀 准备好一起探索
敬请期待 👀 https://t.co/LQE3VaBBFv https://x.com/Moon1ightSt/status/2099885227237642293
## @OguzieWisdom (PRYNXX 🥷💚) · 09-15 12:45 · ♥48 ↻27 💬1 The CLARITY Act vote is happening today, and this may shape the next chapter of crypto regulation in the U.S., but @Injective isn’t waiting for legislation to define its future.
It’s already building around regulatory infrastructure:
-SEC-registered transfer agent. -Compliance-ready RWA tools. -A focus on building in the U.S.
Regulatory clarity is important. But being ready before it arrives matters even more.
injective-protocol:native https://x.com/OguzieWisdom/status/2099841915156099296
## @akadotfun (AKA) · 09-15 16:46 · ♥61 ↻4 💬20 AKA DN404 has two states.
◉ LIQUID Trade as an ERC-20 on Uniswap v4 or as an NFT on OpenSea. ↳ Swap when you’re active. ↳ List when you’re away. ↳ Arbitrage when you spot an opportunity.
◉ COMMITTED Burn the token side. Keep the NFT. Activate RWA rewards. ↳ Commit when you’re a diamond-hand HODLer and an RWA believer.
You’re free to choose.
Built on @arc. https://x.com/akadotfun/status/2099902805159088320
## @evans1vn (evans) · 09-15 14:36 · ♥40 ↻0 💬25 Tokenized assets have moved far beyond putting a few traditional assets onchain.
and as more capital moves onchain, the security underneath these assets becomes a much bigger part of the equation.
the numbers show where this market is heading
- $39.15B distributed RWA value - $386.92B represented value - 3.57M+ asset holders - $304.88B in stablecoins
Private equity is up 215.10% and venture capital 157.94% compared with 1.83% for real estate and 5.38% for commodities.
Tokenized U.S. Treasuries currently yield around 3.34% while some tokenized credit products reach 11%.
to me the shift is bigger than simply putting more assets onchain. More asset types, capital and institutions mean the infrastructure underneath these markets becomes part of the value proposition.
Mordor Intelligence estimates the market could grow from $3.01T in 2026 to $18.74T by 2031.
Institutions already held 69.10% of the market in 2025, while permissionless networks are projected to grow faster than permissioned ones.
Mantle is already operating in this shift.
@Mantle_Official has $350M in tokenized assets across 1,148 assets and $1.45B in total value secured.
Its security stack covers bridge protection, SP1 state proofs, Ethereum L1 forced inclusion, separate admin controls and Ethereum data availability.
Mantle has recorded zero security incidents since launching in 2023.
RWA adoption is moving from tokenizing assets to building markets around them. and the infrastructure has to scale with both. > 引用 @Mantle_Official: You asked, so we're running it back.
Landing at @token2049 Singapore, Mantle RWA Day convenes builders, issuers and allocators, with industry leaders featuring @FranklnTempletn, @chainlink, @DMZ_Finance, @TokenRelations and more.
All in on making the RWA economy borderless. https://t.co/FJ7068LcPX https://x.com/evans1vn/status/2099870018926412213
## @Mantle_Official (Mantle) · 09-15 14:16 · ♥42 ↻3 💬8 The Mantle Ecosystem Bi-Weekly Roundup.
We were going to keep this one short.
As tokenization continues to take over the world, we continue to build more ground for it and make it easier to reach.
That meant more institutional dollars settling in, newer IPOs tradeable days after listing, deeper DeFi and RWA liquidity behind them, and a faster, more reliable chain carrying all of it.
Here's everything that flowed 👇
📰 Breaking News:
• $USDG, issued by @Paxos, is live on Mantle, adding another institutional stablecoin to the ecosystem as Mantle joins @global_dollar as a Network Partner.
• Mantle RWA Day is back at @token2049 Singapore, convening industry leaders including @FranklnTempletn, @chainlink, @DMZ_Finance, @TokenRelations, and more.
• @blockmachineHQ's Mantle RPC went live for builders, offering predictable costs, request-based pricing, and low-latency reads for real-time markets.
• $SHEINx, @xStocksFi's tokenized equity of SHEIN, went live on @Fluxion_network just days after its IPO.
🚅 Key Momentum:
• DeFi TVL on Mantle grew 44% to $98.82M in 30 days, led by @Aave (+77.67% to $50.45M) and @Fluxion_network (+260% to $7.16M), per @DefiLlama.
• Total RWA distributed value on Mantle rose 14% to $245M in 30 days, holders up 18%, per @RWA_xyz.
⚒️ Launches, Integrations & Upcoming Alphas:
• Mantle Sepolia upgraded, introducing a Reth-based Sequencer for more consistent, efficient block production and a faster ZK stack.
• @WheelX_fi payments now support Mantle-based stablecoins for QR code transactions.
• @nansen_ai launched the Meridian Buildathon for developers building with their onchain API, running September 14 to 27, 2026.
• @8004_scan now indexes 500K+ ERC-8004 agents across 29 networks.
• @usealtai expanded model access with the latest releases from GPT, Claude, and Gemini.
• @grovedotfinance rolled out a major data update, adding more granular detail across Grove's activity.
• @grovedotfinance announced a strategic stake of 37.8M @centrifuge tokens for long-term growth of tokenized assets.
Another hard quarter is almost over, but it’s still day one.
Every launch and integration gets borderless access to global capital markets a little closer, and the best part is we're taking all of it to Singapore for Mantle RWA Day at Token2049.
Plenty left to build, and a few surprises coming along the way.
What did we miss? Drop it below, and since you made it to the end, might as well RT to full send it.
Community art by @cryptomosters https://x.com/Mantle_Official/status/2099864826948489457