# RWA — X 热门讨论 (2026-09-17 11:09 UTC)
## @0xLeBwA (LeBwA) · 09-17 07:43 · ♥44 ↻1 💬34 .@1inch is live on Arc, Circle's new chain, right from launch. The dApp, Wallet, Aqua and the API suite all shipped together.
Arc's gas is paid in USDC, and the whole network leans toward stablecoins and tokenized real-world assets, institutions, RWA issuers, that kind of activity.
Swaps run on an intent model, so you're not paying gas and MEV protection comes built into the process.
Getting assets onto Arc from somewhere else just takes a single swap, nothing resembling a traditional bridge anywhere in that process.
Aqua's also open for LPs on Arc starting now. Because the network only just launched, hardly anyone's providing liquidity there yet, meanwhile the trading interest that usually follows a new chain launch is about to show up.
Developers can pull swaps, quotes and routing through a single API key on Arc, with Aqua running the liquidity underneath it.
Swap on Arc: https://t.co/B3Mw5Zdrfm > 引用 @1inch: 1inch is live on @arc. Full suite from launch: dApp, latest version of 1inch Wallet, Aqua, every API.
Arc is built for real world finance. Moving RWAs is already what we do best, now it runs on Arc.
Intent-based swaps, no gas fees, MEV protection. Cross-chain with no bridge.
For builders: swaps, quotes and routing behind one API key, with Aqua underneath for liquidity that’s already there. https://x.com/0xLeBwA/status/2100490727805304837
## @Xuegaogx (雪糕战神🍦) · 09-17 09:47 · ♥45 ↻0 💬32 DAWN 的 USD.infra Vault 要来了，9 月 22 日北京时间晚 10 点，目标 APY 是 12%
DAWN 这次做的是 AI 基础设施相关的 RWA，底层资产涉及 AI 算力、连接性和边缘基础设施，金库收益与这些资产的现金流挂钩
之前 DAWN 已经搭建了网络，现在进一步通过链上融资，支持 AI 需求带来的数字基础设施扩建，也让机构和普通用户有机会参与这部分收益
AI 基建的投入需求很大，链上资金能参与到哪一环、最终拿到多少收益，还是要看具体的资产和融资结构 > 引用 @dawninternet: The USD.infra Vault is coming.
DAWN is bringing the cash flows of digital infrastructure on-chain as yield for institutions and retail.
We built the network. Now we’re launching the RWA protocol for AI compute, connectivity, and edge infrastructure.
Sept. 22, 2 PM UTC. 🔒 https://t.co/FeiPR2gJPU https://x.com/Xuegaogx/status/2100522052835066233
## @0xTindorr (Tindorr 🌯) · 09-17 10:27 · ♥52 ↻6 💬12 Stablecoin fixed yield on @pendle_fi
Do I still farm PT on Pendle? Yes.
My picks:
1. PT-sUSDS (~4.9% APY, 26 Nov) by @SkyEcosystem
Underlying exposure is sUSDS and the Sky Savings Rate.
The SSR is a governance-set rate funded from aggregate Sky Protocol surplus, with revenue coming from Sky's broader capital allocation system across Prime Agents, lending, treasury/RWA strategies, PSM liquidity and protocol fees.
Probably my lowest-risk pick on this list given Sky's scale, track record and diversified revenue base.
2. PT-USDat (~7.0% APY, 14 Jan) by @saturn_credit
USDat is currently 100% reserved by PYUSDx, which is ultimately backed through PYUSD by cash, short-duration U.S. Treasuries and equivalents.
So this is the cleanest RWA-style exposure of the group, although there are several issuer and wrapper layers between USDat and the underlying reserves.
3. PT-reUSD (~11.0% APY, 10 Dec) by @re
One of the more interesting structures here.
reUSD is the senior layer of Re Protocol's reinsurance capital stack.
Underwriting losses hit Re's own first-loss capital first, then reUSDe as the mezzanine layer, before reaching reUSD.
The reUSD rate itself is structured around a risk-free/basis yield plus a spread, while the capital ultimately sits inside Re's reinsurance system. Higher complexity than Sky or Treasury-backed stablecoins, but the subordinated capital underneath reUSD is what makes this one interesting to me.
4. PT-USD3 (~14.1% APY, 17 Dec) by @3janexyz
Underlying yield comes from private credit.
3Jane deploys capital through warehouse facilities, forward-flow programs and credit lines financing U.S. fintech lenders across consumer and SMB credit.
USD3 is the senior tranche. sUSD3 sits underneath it and absorbs first losses before USD3.
Probably the highest fixed rate here that still gives me senior exposure to the underlying credit pool.
5. PT-sUSDai (~10.1% APY, 25 Feb) by @USDai_Official
Yield comes from senior secured, GPU-backed loans financing AI infrastructure operators, while idle capital earns Treasury yield.
Longest maturity of the group and the only pick here directly tied to AI-infrastructure credit.
As always, fixed yield doesn't mean risk-free yield.
You're still taking the underlying protocol, credit/stablecoin, smart-contract and liquidity risks until maturity.
NFA. DYOR. Happy farming. https://x.com/0xTindorr/status/2100532101280100692
## @RWAFoundation_ (RWA Foundation) · 09-17 09:24 · ♥43 ↻6 💬4 .@Arc is dominating chain-level stablecoin growth as they just launched their own blockchain. yesterday, adding +$515.3M in the past 24 hours.
Via @tokenterminal. https://t.co/5jU3A2zyWR https://x.com/RWAFoundation_/status/2100516208629907701