# RWA — X 热门讨论 (2026-09-25 05:14 UTC)
## @TheVictorBuilds (TheVictorBuilds) · 09-25 04:43 · ♥62 ↻12 💬53 TRUMP AND THE CFTC ARE BRINGING CRYPTO STYLE PERPETUAL FUTURES TO EVERY SINGLE ASSET CLASS ON EARTH
The timeline is accelerating way faster than anyone expected. Trump just teased a direct regulatory pathway for Hyperliquid, while CFTC Chair Michael Selig is openly defending the rollout of perp markets on regulated US venues like Kalshi.
We already saw BTCPERP get green lit back in May, but this isnt just about crypto anymore. The regulators are literally laying the groundwork to tokenize and trade perps on precious metals, oil, and US equities. Imagine trading AAPL or crude oil 24/7 with zero expiration dates and native funding rates. Traditional exchanges like CME are currently experiencing existential dread because their entire business model relies on charging traders to rollover expiring contracts.
Lets look under the hood here. On a micro level, perps completely eliminate the friction of contract expiration. If you want to long gold for three years, you just hold the position and collect or pay the funding rate. The exact same mechanics that made offshore crypto exchanges billions are being exported to the traditional markets. From a macro perspective, this is a massive liquidity black hole. As global central banks pivot into rate cut cycles and liquidity injections start to ramp up, institutional capital desperately needs frictionless vehicles to deploy leverage. The structural premium built into traditional futures is going to be replaced by dynamic funding payments. When equity and commodity markets never sleep, the liquidity premium on traditional market hours evaporates entirely.
Here is how you actually play this structural shift: Fade the traditional exchange monopolies because they are bloated and about to lose thier core revenue stream. Start accumulating governance tokens of decentralized perp DEXs that have the architecture to list tokenized real world assets. Hyperliquid is the obvious frontrunner but watch for secondary beta plays in the RWA perp sector. The edge right now is anticipating the institutional capital flight from legacy futures into onchain or CFTC regulated perps. When traditional hedge funds realize they can hedge crude oil exposure onchain over the weekend without bleed from rollover fees, the TVL on these protocols will aggressively reprice.
Position yourself before the tradfi suits wake up. > 引用 @TheVictorBuilds: THE BIGGEST LIQUIDITY CATALYST OF THIS CYCLE IS THE NEW ALIGNMENT BETWEEN WASHINGTON AND BEIJING
Xi Jinping just landed in DC and dropped a massive signaling bomb stating China's great rejuvenation and Trump's MAGA can go hand in hand. Right now, retail is entirely distracted by the ongoing Strait of Hormuz crisis while Bitcoin crabs sideways at $84k. But the institutional money is reading the subtext. When the two largest economies signal cooperation over financial warfare, global capital velocity changes overnight. This is not just diplomatic posturing. It is the absolute green light for the next wave of systemic liquidity.
Think about the macro setup we are staring at. The PBOC has to keep easing to fend off their domestic deflationary pressures. Meanwhile, the US is shifting toward a massive pro growth and deregulatory regime. When these two growth mandates align instead of suffocating each other, we get a dual engine liquidity scenario. Combine Chinese monetary expansion with a weaker dollar policy and regulatory clarity in the states. The micro data is already front running this. On chain metrics show Asian stablecoin inflows silently building a massive floor under the market, while Western institutions continue to vacuum up spot BTC.
Risk assets no longer have to fight a two front war. Stop overthinking the daily inflation prints and look at the actual structural shifts on a 30-90 day horizon. If Washington and Beijing are calling a truce to focus on their respective economic expansions, the global liquidity dam is about to break. Capital is going to flow aggressively into borderless neutral assets that thrive on monetary expansion. The edge here isnt shorting geopolitical tension anymore. It is positioning heavily in blue chip DeFi protocols and foundational layer ones before this new East and West liquidity hose gets turned on full blast. The great reflation is already here. https://x.com/TheVictorBuilds/status/2103344609992880400
## @IagonOfficial (Iagon) · 09-25 03:52 · ♥58 ↻14 💬1 We've submitted our proposal to the @alphagrowth1 PRIME RFP, in the RWA category.
Storage and compute are physical assets. Drives, CPUs, servers in real locations.
Tokenize that capacity and Cardano DeFi gets an RWA backed by infrastructure people already pay for. > 引用 @alphagrowth1: PRIME RFP submissions are open.
Over the past month we ran the Cardano DeFi Ecosystem Audit: 25 categories scored against the benchmark capabilities.
We know what's missing. Now we're looking for the teams to build it. https://t.co/UVHX5PMD6u https://x.com/IagonOfficial/status/2103331812789387312
## @crytogamefi47 (OnChain.H) · 09-25 00:05 · ♥41 ↻0 💬37 Dòng tiền đang bắt đầu xoay mạnh vào Altcoin.
QNT +27% | ONDO +26% | DASH +19% | FET +19% | LTC +16%
Đáng chú ý là tiền không chỉ tập trung vào một narrative mà đang lan sang RWA, AI, Privacy và các Altcoin lớn.
Đây là dấu hiệu của một nhịp rotation dòng tiền.
Giờ cần theo dõi volume + BTC.D để xem dòng tiền có tiếp tục lan rộng hay không.
Thông tin tham khảo, không phải lời khuyên đầu tư. > 引用 @crytogamefi47: THỊ TRƯỜNG ĐỎ RỰC
BTC bị từ chối mạnh tại $87K → rơi về vùng $84K
Altcoin đồng loạt chịu áp lực, giảm 8–18%.
Volume 24h tăng mạnh trong khi vốn hóa giảm ~2.6%.
BTC thủng $84K đã kéo khoảng $280M Long bị thanh lý trong 4 giờ.
Đây giống một đợt xả đòn bẩy sau cú pump, chưa hẳn là một cú sập vì một tin xấu duy nhất.
Thông tin tham khảo, không phải lời khuyên đầu tư. https://x.com/crytogamefi47/status/2103274617536434556
## @BigboyJuju (BigboyJuju) · 09-25 02:01 · ♥41 ↻15 💬6 The thing about Elon that has always interested me is he doesn’t build companies in isolation.
Tesla isn’t just cars.
SpaceX isn’t just rockets.
xAI isn’t just chatbots.
They’re pieces of a larger technological stack involving energy, robotics, intelligence, manufacturing, communication and eventually autonomous systems.
The biggest opportunities usually appear when separate technologies start merging into one ecosystem.
$RWA gives you the chance to take part in that ecosystem before it’s realised into something far greater.
One mAInd to rule them all 🤖 > 引用 @BigboyJuju: The RWA Wallet (Aifbb4kr2kr) — the complete breakdown https://x.com/BigboyJuju/status/2103303765373997567
## @Natan_benish (Nate) · 09-25 01:59 · ♥41 ↻1 💬4 @tentaclepapi Woah big compliment!
Hype is def a HUGE inspo with running a super lean team with high talent density and also laser focus.
Think mass scale RWA tokenization will follow similar patterns to the perp-fiction of everything.
LONG. https://x.com/Natan_benish/status/2103303463262470267