# RWA — X 热门讨论 (2026-09-26 13:28 UTC)
## @Abba_bakaji_ (𝔸฿฿𝔸𝕂₳ℝ ☠︎☾︎☽︎) · 09-26 11:42 · ♥45 ↻6 💬42 Good Afternoon CT 🦅
Ravenhood’s treasury is not sitting in one place. 🦅
It’s being diversified across different assets and on-chain opportunities, including:
→ WETH → LUTE → UP → RWA exposure → Other DeFi positions
The idea is simple: build a treasury that can generate value while supporting the wider $RVH ecosystem.
Treasury growth + supply reduction = an interesting on-chain model.
@RVHProtocol $RVH #Ravenhood https://x.com/Abba_bakaji_/status/2103812438470668783
## @TheVictorBuilds (TheVictorBuilds) · 09-26 12:41 · ♥43 ↻14 💬21 THE NEXT DECADE OF AI DOMINANCE WILL BE FUNDED BY PRIVATE CREDIT AND ONCHAIN YIELD
A new Brookings study just modeled the US AI data center buildout at $10.3 trillion through 2032. That is roughly 3.6% of GDP annually, absorbing more national output than the entire historical rollout of railroads or the interstate highway system.
The hyperscalers like Amazon and Meta are hitting the limits of pure cash funding. We are witnessing a massive structural shift in how compute is financed. Wall Street is moving the risk off tech balance sheets and into intricate securitizations, private credit and special purpose vehicles. At the same time local municipalities are pushing back hard. There is currently over $68 billion in data center projects disrupted or blocked entirely due to severe grid and water constraints.
Zoom out to the macro landscape and the math gets highly restrictive. We are locked into a persistent higher rate environment where heavy government borrowing is competing directly with this $10 trillion AI infrastructure demand. The 10 year Treasury yield naturally stays elevated when capital is this hungry. Now look at the micro onchain data. The DePIN sector is perfectly positioned to absorb this friction. Decentralized compute networks like Akash and Render are seeing massive utilization spikes because they bypass the physical bottlenecks of building new centralized mega facilities. They just aggregate latent GPU supply globally. On the RWA front, tokenized assets reached over $38 billion in distributed onchain value recently. We are going to see data center leases and hardware debt packaged into onchain yield products very soon. Institutional liquidity is moving onchain because traditional banking settlement is too slow for the velocity of AI capital expenditure.
The optimal capital rotation right now is obvious. Stop blindly bidding AI software wrappers and start positioning in the infrastructure layer that finances and distributes the actual compute. The real edge is in DePIN networks that already have physical hardware running with verified revenue, alongside RWA protocols building the rails to tokenize physical data center debt. When the legacy power grid chokes on demand, decentralized global compute acts as the only viable relief valve.
The $10 trillion wall of capital has to flow somewhere, and tokenized infrastructure is structurally designed to catch the overflow. > 引用 @TheVictorBuilds: THE SEC JUST HANDED DEFI THE BIGGEST REGULATORY WIN OF THE DECADE AND NOBODY IS PRICING IT IN
Yesterday the SEC division of corp finance dropped updated guidance quietly stating that liquid staking tokens and protocol buybacks on operational networks are generally not securities. Read that again. The agency is finally admitting that if a network is actually decentralized and functional, buying back tokens or issuing staking receipts doesn't automatically trigger the Howey test. This is a complete pivot from their previous blanket enforcement strategy. We are now looking at explicit defintions classifying certain staking receipts as digital commodities. They also clarified that basic network maintenance and functionality upgrades do not constitute an investment contract. Combine this with the newly proposed Regulation Crypto Assets offering $5M-$75M capital formation exemptions, and you realize the regulatory overhang that has suppressed U.S. builders for the past three years just evaporated.
Zoom out and look at the broader macro liquidity landscape. Global central banks are shifting postures to a more accommodative stance, and massive pools of institutional captial are starving for yield in a world of depreciating fiat. But traditional funds have been completely sidelined by compliance and custody fears. They simply could not touch assets that might get slapped with an unregistered securities label. This SEC clarification is exactly the regulatory greenlight Wall Street compliance officers needed to approve heavy allocations into liquid staking derivatives and yield bearing DeFi assets. On a micro level, this changes the game theory for protocol tokenomics entirely. Decentralized treasuries can now legally execute structural token buybacks without catching a random subpoena from Gary. Think about what this means for protocols sitting on massive fee revenues that were previously terrified to turn on the fee switch or distribute value back to token holders. We are about to see a massive wave of governance proposals activating buyback and burn mechanics. The fundamental valuation models for Web3 infrastructure just got a massive upgrade because the risk premium associated with regulatory ambiguity has been slashed. Here is how you actually position for this structural shift. Capital is going to rotate aggressively out of pure speculation and into established LST protocols and DeFi bluechips with real cash flows. Stop chasing low float vaporware and start looking at protocols generating actual network fees. The play is to audit treasury wallets on chain and monitor governance forums for projects that have operational networks and are actively preparing to announce compliant buyback programs. You want to be holding the tokens that are about to experience intense deflationary pressure from open market operations. The broader market is still digesting the heavy legal jargon, but when the institutional bid finally hits these yielding assets, the repricing will be violent and instantaneous. Position in infrastructure that has undeniable product market fit before the suits finish their legal reviews and deploy their dry powder. https://x.com/TheVictorBuilds/status/2103827345123741946
## @DuskFoundation (Dusk) · 09-26 12:00 · ♥45 ↻12 💬5 Did you know dusk-network:native partnered with Chainlink ($LINK) to connect tokenized RWAs on DuskEVM across blockchains?
The goal is wider reach for issuers and more access for investors.
Read our RWA interoperability article for more ↓ > 引用 @DuskFoundation: Real-world asset interoperability helps issuers reach more investors.
But when a natively issued asset becomes interoperable across blockchains, how do ownership and investor rights work?
Read our new article on RWA interoperability ↓ https://t.co/HXg0klCMPE https://x.com/DuskFoundation/status/2103816857434161216
## @muhitonx (Muhit) · 09-26 12:23 · ♥40 ↻0 💬32 the more I look into @vibevibefun the more the holder side makes sense to me.
holding vibe vibers comes with more than just having the NFT.
there are RWA mechanics for holders, and Spark holders also have some interesting benefits around the ecosystem.
every 200K Spark held gives you a GTD vibe vibers.
on top of that, 25% of the vibe/vibe launchpad new coin is planned for Spark holders, fully unlocked at TGE.
and there are more airdrops planned for Spark holders, with Spark bridging to Robinhood coming later too. https://x.com/muhitonx/status/2103822889686552711