# RWA — X 热门讨论 (2026-09-24 12:17 UTC)
## @Hash_hopes (Hash) · 09-24 11:28 · ♥58 ↻15 💬10 this is a detailed article explaining how exactly prism L3 works for each feature and tool within the current protocol.
also if youre a builder or a validator, you should read this.
now that we have network level compliance and permissions, soon prism will emerge as the first ever RWA marketplace in the entire ecosystem rather than just robinhood.
all products of prism will be migrated to prism L3 in stages.
letsgoooo > 引用 @prismassets: Prism is becoming its own blockchain. https://x.com/Hash_hopes/status/2103084047866159528
## @OssyCrypto (Ossy 🪙 🐂) · 09-24 10:21 · ♥64 ↻12 💬4 Plume Network has been quietly building one of the more interesting ecosystems around RWAs. 🪶
And the interesting part is that @plumenetwork isn’t simply trying to bring real-world assets onchain.
The bigger goal is to make these assets usable within an onchain financial ecosystem.
We’re already seeing developments across:
• RWA-backed vaults • Lending & collateral markets • Real-world credit & financing • Institutional integrations • New yield-bearing RWA products
Recent developments around FACTOR, Aerie Capital and Fordefi show how this ecosystem is expanding beyond simple asset tokenization.
The bigger picture looks something like: RWA → Vaults → Yield → Collateral → Lending That’s what makes the Plume ecosystem interesting to follow.
Instead of simply tokenizing an asset and leaving it onchain, the focus is increasingly on creating different financial use cases around these assets.
Of course, RWA doesn’t automatically mean “risk-free.”
Credit risk, liquidity risk, counterparty risk, smart contract risk and the underlying asset itself still matter.
So when researching Plume, it’s worth looking beyond TVL or headline APYs and asking:
What assets are actually being brought onchain, how are they structured, and what can users actually do with them?
The RWA sector is still evolving, and Plume is definitely an ecosystem worth keeping an eye on.
I’ll continue sharing interesting developments and research around Plume as the ecosystem grows.
This post is for informational and educational purposes only and is not financial or investment advice. Always do your own research before making any investment decision. https://x.com/OssyCrypto/status/2103067321094828279
## @0xdavid55 (DAVID) · 09-24 10:02 · ♥44 ↻1 💬45 RWAs don’t have to stop at tokenized treasuries and real estate.
@dawninternet is looking at something people interact with every day but rarely think about, the infrastructure running the internet.
AI compute and connectivity, brought on-chain and financed through RWAs.
The USD.infra Vault is now live.
This is a different RWA angle and it’s worth watching. > 引用 @dawninternet: The USD.infra Vault Is Now Open 🔓
The Internet runs on digital infrastructure. Now with DAWN, that infrastructure is financeable on-chain.
Introducing the USD.infra Vault: A new way to finance digital infrastructure powering AI compute and connectivity. https://t.co/IeLTwDmK07 https://x.com/0xdavid55/status/2103062521481449761
## @reebmughal (۶۟ৎ Reeb ⸝⸝ ✧ ♡) · 09-24 08:18 · ♥43 ↻5 💬25 My Injective thesis is around Injective's RWA activity, if we compare it to Ondo which is Injective's biggest competitor I belive then we see soemthing very interesting.
They both have similar RWA activity but very different valuation.
Ondo: • RWA Value (Excluding Stablecoins): $1.4B • FDV: $4.3B
Injective: • RWA Value (Excluding Stablecoins): $1.1B • FDV: $800M
That’s only a ~$300M difference in RWA value, but a $3.5B+ difference in FDV.
So the question is:
Is Injective still being undervalued compared to its RWA activity?
The gap is worth watching imo. > 引用 @injective: Introducing the Injective @fomo Thesis Competition:
To celebrate the INJ integration on fomo, we’re giving away 500 $INJ on fomo for the best Injective theses 🥷
🥇 250 INJ for the best thesis 🥈 100 INJ each to 2nd and 3rd place 🎁 50 INJ split between other runner-ups
You have 48 Hours. To enter, make sure to follow us on fomo @injective, make a thesis under INJ and share it below 👇 https://x.com/reebmughal/status/2103036409669955718
## @memorycowmoo (the memory cow) · 09-24 11:00 · ♥51 ↻7 💬12 gMOO🐮
If you haven't noticed, the memory cow doesn't post things just for the sake of posting something. This account is here to post stuff that really hits, not forced content just to "fill the silence".
Seeing the ongoing fud campaign against AI and LONG, it does remind the memory cow of two things:
1) If you know a little history of Bitcoin, then you probably know how certain group of people had fudded Bitcoin intensely for "derailing" away from being P2P digital cash and evolving into SoV instead. Look at how that ended up.
2) RWA Pairing and Reflection tokens: one is an innovation by LONG just a couple of weeks ago, and the other was a mechanism that was popular in 2020-2021.
Also, read "Situational Awareness: The Decade Ahead" if you haven't, and then go check what Leopold Aschenbrenner is up to now.
TLDR; Aschenbrenner was right, the "Situation" has become clear - the real "Awareness" is about "The Decade of HBM Shortage Ahead"
Moo that. > 引用 @Natan_benish: Writing this made me realize how much everyone (including me) underestimates the potential impact of making the case for stock pairs directly in mainstream finance.
In 2024, Leopold released "Situational Awareness," a 160-page essay that sparked a new wave of attention around AI-related stocks. The memory trade, AI bottlenecks, semiconductors, energy... are downstream of this thesis.
the LONG community will get its situational awareness moment. https://x.com/memorycowmoo/status/2103077175423340727
## @RWAFoundation_ (RWA Foundation) · 09-24 08:41 · ♥42 ↻10 💬2 BNB Chain leads RWA market cap growth this year, adding $3.4B, with Stellar and XRP Ledger close behind.
@BNBCHAIN +$3.4B @StellarOrg +$2.6B @XRPLF +$2.4B @solana +$1.7B @avax +$1.1B
Data via: @tokenterminal (YTD Numbers) https://t.co/jKqYJ9RPFw https://x.com/RWAFoundation_/status/2103042028380532955
## @RWAFoundation_ (RWA Foundation) · 09-24 10:59 · ♥44 ↻2 💬11 Say hi if you like RWA’s @arbitrum @XRPLF @SeiNetwork @avax @StellarOrg @solana @BNBCHAIN @ethereum @injective @aptos @0xPolygon @RobinhoodApp @trondao @HyperliquidX @SuiNetwork @plumenetwork @vechainofficial @XDCNetwork @NEARProtocol @hedera @frax @SonicLabs @Cardano @monad @Mantle_Official @tempo @Algorand @ton_blockchain @inkonchain @Optimism @pharos_network @zksync @provenancefdn @CantonNetwork @txEcosystem @celo @ZIGFinance @quantnetwork @noble_xyz @XLayerOfficial @Plasma https://x.com/RWAFoundation_/status/2103076731640807539
## @RWAFoundation_ (RWA Foundation) · 09-24 10:27 · ♥42 ↻4 💬8 Stellar leads tokenized fund growth this year, adding $2.6B, just ahead of BNB Chain.
@StellarOrg +$2.6B @BNBCHAIN +$2.4B @solana +$1.1B @zksync +$802.5M @avax +$378.7M @SeiNetwork +$259.2M @injective +$206.3M @XRPLF +$185.9M @monad +$106.6M @base +$97.9M
Data via: @tokenterminal https://x.com/RWAFoundation_/status/2103068754347217151
## @RWAFoundation_ (RWA Foundation) · 09-24 11:03 · ♥40 ↻3 💬8 Open, onchain finance will win.
At the RWA Foundation, we support the companies building towards a more open financial system.
A world where everyone can access high-quality financial assets, wherever they live.
We’re here to help build it. https://x.com/RWAFoundation_/status/2103077928204480633
## @M_Kowalski__ (Marcin Kowalski) · 09-24 08:28 · ♥50 ↻1 💬1 @EdoMarcin Tak tak, jak wiadomo wszyscy nasi działacze rwą się wręcz na jedne listy z Kurskimi, Bochenskimi, Jakimi i całą resztą tej waszej radosnej ferajny 🤣 https://x.com/M_Kowalski__/status/2103038841170907348
## @KingMancer (KING MANCER) · 09-24 10:40 · ♥47 ↻1 💬0 Higher rates don't just affect borrowing costs. They change the economics behind stablecoin reserves.
Fed raised rates to 3.75%–4.00%. Short-term government securities become more attractive for issuers holding reserves. Tether and Circle both report reserve income as part of their financials.
But ordinary USDC or USDT holders don't automatically receive that income. The yield stays with the issuer. This is why tokenized Treasuries and RWA are becoming a bigger conversation. Keeping an eye on this through BingX TradFi.
#Stablecoins #RWA https://x.com/KingMancer/status/2103072143827206499