# RWA — X 热门讨论 (2026-10-02 00:35 UTC)
## @Natan_benish (Nate) · 10-02 00:19 · ♥84 ↻8 💬16 This is probably one of the most important upgrades we’ve had with LONG.
And one of the purest forms of the “liquidity moat” I keep mentioning.
Very simple breakdown:
Stock pairs on LONG hold 10–40% of the entire stock circulating supply and are the main reason some stocks on RH are liquid.
They can accumulate substantial liquidity and market fees in their vaults ($1m+ now).
They can now allocate these fees to LP positions in STOCK/USDG pools with no IL(impairment lose is huge problem I will break down later and explain how stock pair flows can solve)
This enables stock pairs to capture the entire routing layer around their stock, including the activity they drive themselves.
Accrue more LP fees back to the vault.
And own an even bigger share of the liquidity and upside from growth in RWA TVL and activity.
I’d take this a step further. I strongly believe that, with multiple iterations, this can be an endgame for tokenized stock LP.
I’d even argue that this is an ideal way for capital allocators to incentivize stock pairs, add liquidity to STOCK/USDG pools, and align with the biggest stock pairs by routing a portion of LP fees back to them.
working to roll this out to more pairs as we speak. It’s permissionless, but requires some manual configuration we can’t automate.
LONG. > 引用 @longdotxyz: Introducing the community vault LP upgrade.
The next step for LONG stock pairs: becoming the liquidity backbone for tokenized stocks on Robinhood by holding the largest external liquidity positions.
Top LONG pairs already capture 20–40% of their underlying stocks’ circulating supply. They drive demand, concentrate liquidity, and generate substantial trading volume through main stock pools (STOKC/USDG pools for example)
Now, community vaults can put their stock liquidity to work directly in those pools.
By reallocating liquidity into USDG/STOCK pools, stock pairs can become the largest LPs supporting the same stocks their communities are built around, capturing more of the upside from the activity they help create and any general stock activities.
LP fees flow back into the vault, where they can be used to compound the same USDG/STOCK LP position and fund upcoming modules.
From driving demand to providing liquidity, earning fees, and building deeper community-owned liquidity over time.
The rollout starts with OG pair vaults, beginning with the highest-value vaults. We’ll gradually expand access to this feature to all pairs on LONG, including pairs without active vaults.
LONG. https://x.com/Natan_benish/status/2105814841961419145
## @MichaelSixgods (Michael Sixgods (⭕)) · 10-01 18:51 · ♥47 ↻3 💬23 H1 took the float. Q3 got the price back. https://x.com/MichaelSixgods/status/2105732381118226876
## @imspeculating (Speculative Asset Enjoyoor) · 10-01 22:36 · ♥51 ↻1 💬1 Al Dunlap has announced multichain is in the works for $NET to attract more volumes
"Let's say 90% of RWA volume starts happening on another chain, we have to be there"
I'm speculating on ETH
More soon. https://x.com/imspeculating/status/2105788954146701628
## @Aria7ra (Aria@Renaiss) · 10-01 16:05 · ♥47 ↻1 💬4 See you at BNB Seoul today! 🇰🇷💛
I’ll be at the Renaiss booth with the team!
If you’re into TCG, RWA, collectibles, or curious about what we’re building at Renaiss, I’d love to meet and chat.
We’ll have some surprises waiting for you at the booth too. 👀
Come find us today! ✨ > 引用 @BNBCHAIN: .@renaissCLTB just surpassed $36M in gross revenue!
A strong milestone as more users collect real-world assets on BNB Chain, with faster access, easier verification, and a smoother onchain experience.
This post is for informational purposes only and not financial advice. DYOR.
https://t.co/rWlA5nFHwH https://x.com/Aria7ra/status/2105690690609095092