# RWA — X 热门讨论 (2026-09-25 23:50 UTC)

## @strategystock (Strategy Coin) · 09-25 21:18 · ♥41 ↻12 💬3 "I also want to emphasize that we are going to triple down on our support for all top pairs on LONG. Starting with new community vaults that we will make available for ALL past pairs, and much more."

- @Natan_benish

Long Strategy wins > 引用 @Natan_benish: Breaking this down.

This upgrade is helping AI, the largest stock pair in the space, cement itself as the canonical pair of the RWA economy.

Under conservative growth estimates, NAV in the AI vault should double in the coming weeks.

Two things we’ve realized:

1. Holders already view AI as proxy exposure to RWA growth

2. The community vault has become a big part of AI, and the idea of playing the long term game through compounding is the main meta pattern of LONG

It’s clear to everyone that without AI, stock pairs would never have taken off.

This upgrade helps create a completely new asset class, something that has never been done before, and establishes a clear connection between the increased RWA activity on @RobinhoodCrypto chain that LONG is driving and the growth of AI.

I also want to emphasize that we are going to triple down on our support for all top pairs on LONG. Starting with new community vaults that we will make available for ALL past pairs, and much more.

AI is the BTC of RWAs, but we will have many more generational pairs with their own unique narratives (and we see them already!!!).

LONG. https://x.com/strategystock/status/2103594913476870471

## @_zkmike (zkMike) · 09-25 16:32 · ♥40 ↻2 💬3 > Robinhood conference next week

> Aero soft announcing RHC launch

> Ecosystem going through its first major time capitulation

> Shareholder rights on tokenized equities coming still

> Multiple catalysts for RWA/DeFi TVL the past 2w

Think the setup here is really appealing. Not any doubt for me that RHC is still one of the best opportunities to trade and build convictions around

Reflecting a bit, there was a ton of ways to express this idea I could have done better on; mainly having complete research/POV in various ecosystems (e.g. backpack, Securitize misses)

Still early on this thematic and more confident in it seeing how the past month has played out > 引用 @_zkmike: You can simplify the chain discussion down to incentives

stakes much higher here than others at a time where liquid exposure interest to perp/RWA/stables is at its highest with limited options available, don't think it needs to be overcomplicated

- Funnel $ into the chain

- Win tokenized assets

- Carve out perp market share

- Sequencer fees can be good [?]

- Unique distribution channels/established user base

- RH platform stands to benefit from all the above

Comps to XPL are comical, above =/ "Robinhood will crime memecoins" (although I do think it is net positive for their bottom line that memecoin and onchain speculation occurs on their chain irrespective of "")

as with all things, cycles and periods of up/down will occur https://x.com/_zkmike/status/2103523149673631852

## @USDai_Official (USD.AI) · 09-25 17:32 · ♥42 ↻1 💬2 More ways to access “the greatest source of yield in our lifetime.”

sUSDai is now part of @Bitwise’s PPLUS vault on @EmberProtocol, adding GPU-backed credit exposure to its RWA portfolio. > 引用 @Bitwise: Introducing PPLUS—the Bitwise Premium+ RWA Vault—launching on @EmberProtocol.

PPLUS holds a curated portfolio of real-world assets and applies leverage, targeting 10%+ net yield.

PPLUS is only available to non-U.S. Persons. The vault pursues a leveraged credit strategy involving material risks, including the risk of partial or total loss of deposited assets.

What's inside:

↳ $PST by @humafinance — short-duration cross-border payment financing to institutions

↳ $sUSDai by @USDai_Official — loans backed by the GPUs that power AI

↳ $PRIME by @HastraFi — tokenized claims collateralized by prime home equity, in partnership with @Figure

Bitwise designs the strategy—curating assets, positions, and leverage parameters. Ember operates the vault and executes transactions.

PPLUS extends the Bitwise vault family from lending into strategy, and one step further along the risk-return curve.

Learn more: https://t.co/x9IhczQOZM https://x.com/USDai_Official/status/2103538059937780209