# RWA — X 热门讨论 (2026-09-29 14:44 UTC)
## @robbiepetersen_ (Robbie Petersen) · 09-29 13:26 · ♥63 ↻7 💬6 Blockchains create net new markets https://x.com/robbiepetersen_/status/2104925872553709720
## @Tanaka_L2 (Tanaka) · 09-29 13:59 · ♥63 ↻3 💬13 Polygon has processed 1.97B transactions in 2026.
Could this be a signal that ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 is coming back?
We’ve recently seen older coins/chains like $AVAX, $ZEC and litecoin:native getting attention again. ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 is also being mentioned more often lately.
The onchain numbers are still strong:
– ~$2.96B stablecoin supply – ~$7.8B bridged TVL – ~$787M DeFi TVL – ~$285M RWA active AUM – ~4.9M daily txs – ~412K daily active addresses – ~1.97B txs processed in 2026 as of Sep 25
Meanwhile, ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 is sitting at only around $1.17B MC.
So what could drive ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 from here?
[1] STABLECOINS + payments
Polygon is expanding deeper into stablecoin settlement and payments, with PYUSD, Revolut EURR and multiple payment rails already using the network.
[2] RWA
Polygon has ~$285M RWA active AUM, while its broader tokenization dashboard tracks $800M+ represented asset value.
Apex Group’s T-REX Ledger is also targeting $100B tokenized assets by June 2027.
[3] Agglayer
Agglayer connects liquidity and users across different chains, potentially adding more utility and staking demand for ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 as adoption grows.
[4] sPOL
More than 3.6B POL is currently staked. sPOL makes this capital liquid and usable across DeFi while retaining staking-related rewards.
[5] VALUATION
ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 has a ~$1.17B MC vs ~$2.96B stablecoins on Polygon and billions of yearly txs.
There are also several Polygon ecosystem plays I’m watching:
– $QUICK | @QuickswapDEX – Polygon-native DEX, ~$141M TVL with a relatively small token MC.
– solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu | @GEODNET_ – DePIN built on Polygon with 20K+ active devices.
– $DIMO | @DIMO_Network – vehicle data DePIN with 160K+ connected vehicles/devices.
– $LUMIA | @BuildOnLumia – RWA-focused chain built with Polygon CDK and connected to Agglayer.
But there’s still one key issue:
More txs ≠ higher ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 price.
Polygon needs to turn growth in stablecoins, payments, RWA and Agglayer into actual fees, staking demand and value accrual for ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6.
I don’t hold ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 atm, but I’ve started following Polygon again. The ecosystem has continued to build and the onchain numbers are still solid.
Now I want to see whether that activity can flow back into ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 and Polygon-native tokens.
Are you watching Polygon again? https://x.com/Tanaka_L2/status/2104934125211987988
## @ProtextP (PROTEXT MOBILITY INC. $TXTM) · 09-29 13:30 · ♥48 ↻16 💬2 $TXTM | THE ROADMAP IS MOVING.
PROTEXT MOBILITY EXPANDS ITS INSTITUTIONAL COMMUNICATIONS FOOTPRINT — BLOOMBERG TERMINAL
Another milestone in our commitment to corporate transparency and international capital-market visibility.
ProText Mobility's latest corporate update, highlighting our IFRS audit programme, global UPLIST strategy, institutional custody initiatives and expanding RWA ecosystem, is now visible within the Bloomberg Terminal's professional messaging environment.
Alongside GlobeNewswire, OTC Markets and our voluntary SEC EDGAR reporting programme, Bloomberg represents another channel in our evolving institutional communications infrastructure.
Our objective extends beyond our current trading venue: improving access to corporate information as we advance our intended regulated-exchange uplist.
INSTITUTIONAL READINESS.
GLOBAL VISIBILITY.
TRANSPARENCY.
EXECUTION.
THE ROADMAP IS MOVING.
PATIENCE. GRATITUDE. UNITY. SIMUNYE — WE ARE ONE. $TXTM #Bloomberg #IFRS #RWA #UPLIST #CapitalMarkets https://x.com/ProtextP/status/2104926910572564859
## @PropbaseApp (Propbase) · 09-29 12:58 · ♥44 ↻9 💬2 🚀 Major Milestone for Propbase Nexus 🚀 🔥 20,000+ Total Transactions on Propbase Nexus 🔥
Propbase Nexus has officially crossed 20,000 total transactions, highlighting strong and consistent on-chain activity across the platform. This growth is being driven primarily by users actively trading tokenized real estate and claiming rental income.
These transactions are driven by activity across our tokenized, income generating Bangkok properties:
🔹 Wyndham Garden Residences 🔹 Cassia Banyan Tree 🔹 Ramada Plaza Sukhumvit 48 🔹 Wyndham Queen 🔹 Blossom Sathorn 🔹 Ramada Sukhumvit 87 🔹 Blossom Beyond
Live numbers from Propbase Nexus:
🔹 Registered investors: 4,800+ 🔹 Rental yield distributed: $87k+ 🔹 Property-token trading volume on Propbase Nexus: $840k+ 🔹 Total asset value: $1.28M+
With 24/7 trading, transparent on-chain settlement, and recurring rental distributions, Propbase Nexus continues to demonstrate how real-world assets can thrive on-chain.
Check the live marketplace: https://t.co/GS8QmHJAhV
$PROPS #RWA https://x.com/PropbaseApp/status/2104918653976379630
## @only1mrwhite (Mr White 🫶🏽) · 09-29 14:05 · ♥49 ↻1 💬9 The crypto projects I find most interesting right now aren’t just launching another token.
It’s the teams building real products, creating actual utility and pushing new narratives across Web3.
L1s building infrastructure. AI projects creating real utility. DeFi protocols finding new primitives. RWAs bringing real-world value onchain. GameFi projects that are actually playable.
I like products with a reason to exist.
If you’re building something ambitious in these spaces, I’m always interested in taking a closer look. https://x.com/only1mrwhite/status/2104935582560317652
## @MaticoYTB (Matico) · 09-29 13:32 · ♥45 ↻1 💬2 Stani confirmou a tese. 😉
A AAVE está considerando um mecanismo de queima no Aavenomics 3.0.
O buyback, quando ativo, deve girar em torno de 30-40% da receita retida e enviar ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 para o Ecosystem Reserve.
Se isso virar burn de verdade, a oferta começa a sair de circulação e o supply já é praticamente todo circulante.
No nível atual de receita, será queimado $30–50M/ano. A Aave vai capturar o fluxo de RWA que está entrando, esse número sobe junto. https://x.com/MaticoYTB/status/2104927415856243049
## @januskopfs (s 𓆞) · 09-29 13:13 · ♥40 ↻1 💬1 during my fieldwork in noida’s gated communities, it was more alienating to admit to having no RSS connections than otherwise. from security guards to RWA members to residents, they all loudly declared their fealty to the RSS—and their desire to ‘give back’ to the RSS ‘community’ > 引用 @maliniranga: Wealthy gated apartment complexes in Bengaluru are bastions of RSS ideology. Not at all surprising that this apartment association welcomed an RSS leader without any questions. To truly understand how RSS is bolstered, we have to interrogate these gated, elite, urban apartments. https://x.com/januskopfs/status/2104922473393524815