# RWA — X 热门讨论 (2026-10-01 12:35 UTC)
## @AkadexCrypto (Akadex ⚓) · 10-01 11:06 · ♥73 ↻5 💬30 I just came across an hidden gem known as @GMTL_Gold
We all know that Gold has been trusted for thousands of years but now blockchain is giving it a new way to move.
Tokenized gold connects physical gold with digital ownership, making it possible to hold and transfer exposure to gold on-chain.
What caught my attention about GMTL is the Mine-to-Mint approach.
Instead of starting with gold already sitting in a vault, the idea is to follow the asset from: Mine → Process → Refine → Mint → Vault → Verify → Token
GMTL wants the gold behind the digital asset to have a documented journey, rather than simply saying this token is backed by gold.
It brings together three things:
✓ Gold as the physical asset ✓ Blockchain as the ownership and verification layer ✓ RWA infrastructure connecting both worlds
Traditional gold ownership can mean buying physical bars, dealing with storage, custody and moving the asset when you want to transfer it.
Putting gold on-chain can add fractional access, digital ownership records and faster transferability, while the physical gold remains off-chain in custody.
The interesting part of GMTL is therefore not simply gold on blockchain, It is the attempt to give gold a digital trail from its origin to its final on-chain representation.
Real assets don't need to become purely digital as they can remain physical while blockchain handles the ownership, records and movement around them and thank God GMTL is building around that idea. https://x.com/AkadexCrypto/status/2105615306156646645
## @bitmakerfi (Bitmaker) · 10-01 11:57 · ♥75 ↻12 💬0 @ProofOfLiq Seoul brought together funds, market makers, treasuries, DeFi and RWA projects, and infrastructure teams for a focused evening of networking and deal flow.
@bitmakerfi was glad to join the event as a partner. The atmosphere was great, the conversations were strong, and we were happy to connect with so many teams, founders, investors, and industry peers.
Thanks to everyone we met in Seoul — it was a great day https://x.com/bitmakerfi/status/2105628047776829753
## @one_snowball (Snowball（抓住金狗版）🔶 BNB) · 10-01 10:02 · ♥41 ↻1 💬37 最近一波加密市场的拉升是在意料之中的，毕竟根据我常规监测的几种指数很多都已经到了抄底区间（比如AHR999、比如MVRV、比如RSI等）
其中我最爱用的就是RSI数据，当RSI值低于或者接近30这个数字的时候，市场被视为超卖状态，这意味着市场上的买入压力将增加，价格有可能会上涨
我之前采用的是最笨的办法，每天盯一下这个数据。但是这里有两个问题
1、我个人时间紧张，有时候出现过RSI到位的情况，但是因为我个人没及时关注没有参与
2、手动交易的繁琐性，需要从打开官网关注RSI→思考数据→打开交易所买卖→确定交易情况
而现在不一样了，通过 @almanak 可以实现自主监控，自主交易
试用后的一个感觉：一个人 + Almanak = 一整只的专业DeFi交易团队
➡️其核心价值主要体现在三个方面
1、用户可以直接用自然语言描述自己的交易想法，也可以自己写 Python，然后让内置的AI Agent帮你把想法转成真正可以检查和修改的策略代码
也就代表了在策略实现过程中，不论是专业交易员或者普通小白用户，都可以最便捷的参与交易
2、从研究、构建，到模拟交易，再到部署和监控，基本都放在了一个工作流里
比如我比较感兴趣的是链上数据相关策略。过去如果想认真做这种东西，通常要自己搞定数据接口、单独研究协议、编写策略、接入钱包，再搭一套自动执行和监控的基础设施
也就说我再也不需要随时盯数据盯仓位盯行情，整个策略将会自动帮我执行和监控
3、最后一条就是策略运行是在用户自己的Safe智能账户里，Almanak本身不会直接持有或转移你的资金
换句话说，AI可以帮我们完成很多复杂的工作，但账户、资金和策略代码的控制权依然在自己手里。这点对于因为去中心化而参与Web3所有人都很很重要
Almanak的思路更接近于：AI帮我们把事情做得更快，而我们则是“上帝视角”，随时可以看到、修改和掌控整个策略
➡️回到开头我的比喻，“一个人 + Almanak = 一整只的专业DeFi交易团队”这个说法，真正有意思的地方并不是听起来多酷
而是因为它想把过去只有量化团队或专业链上团队才能完成的DeFi策略工作流，变成一个个人用户也能操作的产品
这比单纯做一个交易机器人要有意思得多
而且，其不仅仅我截图演示的部分，另外大家对于DeFi策略、链上自动化、RWA、借贷循环、流动性管理这些方向感兴趣，可以自己进去试一下：https://t.co/NoL1pU1CRM
（配图为本人实测的WETH/USDC RSI动量策略） https://x.com/one_snowball/status/2105599100905267250
## @xifancry (夕凡的撸毛之路) · 10-01 12:10 · ♥40 ↻0 💬37 最近 RWA、机构级链上金融越来越热，CT 这个新币可以顺手关注一下。 这里的 CT 是 Concrete。 它做的不是 Meme，而是偏机构级链上金融基础设施，方向包括资产发行、金库管理、会计和托管等。 所以我觉得 CT 这波值得看的点，不只是“又上了一个新币”，而是市场最近越来越愿意给 机构资产上链这条线关注度。
刚好 WEEX 这边也开了 CT 空投活动，总奖池 50,000 USDT。 新用户的参与门槛不算复杂： 净充值达到 100 USDT 并完成首笔 CT 现货交易，符合条件可以拿 10 USDT；通过快捷买币完成首次充值，还可以再参与额外奖励。 另外比较有意思的是 首笔 CT 现货交易亏损保护，符合活动条件的新用户，首单如果出现亏损，最高可获得 50 USDT 体验金。
老用户也不是只能围观。 CT 现货交易量达到对应门槛，还能解锁不同档位的 神秘盲盒。 所以这次玩法不只是“领一次空投就结束”，而是把新用户首单、交易量和后续参与都串起来了。
我自己会继续看两个东西： 第一，CT 上线后的真实交易热度；第二，机构级链上金融这条线能不能继续接住 RWA 的资金和叙事。 如果最近本来就在找新币、RWA 或机构级 Crypto 基础设施，这个可以放进自选。 做合约，来WEEX #WEEX #CT #Concrete #RWA #空投
参与 WEEX CT 空投活动： https://t.co/IxS3QbCd6z https://x.com/xifancry/status/2105631391266283849
## @AhMeDI1001 (AhMeD) · 10-01 11:37 · ♥43 ↻0 💬22 🔍 لما نقول bStocks مدعومة بنسبة 1:1 ده معناه إيه فعلًا؟
أهم سؤال ممكن تسأله قبل التعامل مع أي أصل مُرمَّز هو: إيه اللي بيدعم القيمة الموجودة على البلوك تشين؟
في حالة bStocks، كل وحدة مُرمَّزة بتكون مدعومة بنسبة 1:1 بسهم حقيقي محفوظ لدى جهة حفظ. يعني إصدار الوحدات مش منفصل عن وجود أصل حقيقي مقابلها.
والأهم إن الموضوع مش قائم على الثقة في الكلام فقط، لأن فيه Proof of Collateral يتيح التحقق من الضمانات المرتبطة بالوحدات المُصدرة. 🔎
ببساطة، النموذج بيقوم على 3 عناصر أساسية:
🔸 وجود سهم حقيقي مقابل كل وحدة bStocks
🔸 حفظ الأصل الأساسي لدى جهة حفظ
🔸 إتاحة إثبات الضمانات للتحقق منها
لكن فيه فرق مهم جدًا لازم يكون واضح 👇
شراء bStocks لا يعني إنك اشتريت سهمًا مباشرًا أو أصبحت مساهمًا في الشركة الأساسية. هي أوراق مالية مُرمَّزة تمنحك تعرّضًا اقتصاديًا للأصل، لكنها لا تمثل ملكية مباشرة في الشركة أو حقوق المساهم التقليدية.
الفكرة هنا إن bStocks بتحاول تنقل جزءًا من تجربة الأسواق التقليدية إلى البلوك تشين بصورة أكثر مرونة، مع إمكانية التداول على مدار الساعة طوال الأسبوع للمستخدمين المؤهلين في الدول المسموح بها. 🌐
الإتاحة تختلف حسب البلد والأهلية.
العملات المشفرة تنطوي على مخاطر. هذا المحتوى ليس نصيحة مالية. bStocks ليست أسهمًا ولا تمثل ملكية مباشرة في الشركة الأساسية.
🔗 التفاصيل الرسمية عن bStocks
https://t.co/PbCjGbpJSM
#Binance #bStocks #TokenizedStocks #RWA https://x.com/AhMeDI1001/status/2105623058488737974
## @RWAFoundation_ (RWA Foundation) · 10-01 10:22 · ♥47 ↻5 💬7 Assets bring users.
Users bring liquidity.
Liquidity brings more assets.
More assets bring more users.
Tokenization has a flywheel & it’s barely started spinning. https://x.com/RWAFoundation_/status/2105604148028669973
## @dogoshii (dogo was here) · 10-01 08:55 · ♥43 ↻6 💬8 Attention wave 2 accumulation
- Initial is covered about 6x over now and got to scoop the lows after derisking and almost capitulating/walking away because of annoying ass fud but executed iaintnobitch.exe
- OG bag back and Draftkings stimmy printer paying for my lunch until next leg and then we start buying floors/stack ammo again on volume expansion
- Disregard fud, position proper, align w your boys, pick a good one, landlord and let it ride on the house until house is a complex
Stonk is getting so much hate actively but if you look at the reflexivity and distribution they have to maintain volume w new asset listings(1k+ RWA tickers to work with), any dumps give the buybacks a legit discount and any pumps drive more attention for more volume which is more revenue/stimmy on the scoreboard for pumpfun haters to seethe and supply more discount via weak ass FUD to uninformed normies, as pump spends profit margin on shitty payroll influenzas
Study early $bnb flywheel > 引用 @dogoshii: https://t.co/9ODG2OTm0U https://x.com/dogoshii/status/2105582259126383034
## @popdex_ (PopDEX) · 10-01 10:00 · ♥42 ↻5 💬7 September was another month of steady progress for PopDEX.
Closed Beta has now crossed $3B+ in total trading volume, with $66M+ in TVL and 66 markets available. Beyond expanding our RWA coverage, we’ve continued adding markets around what traders are actually watching, including new meme assets as narratives and opportunities emerge.
The product is also becoming more complete. We’re also working on mobile and H5, expanding deposit options across chains and assets, and building more flexibility with spot trading, isolated margin, and Agent Key management. The goal is simple: more markets, easier access, and more ways to trade from one place.
September also marked four rounds of Trader & Contributor rewards, following multiple rounds of real distributions and trading competitions. The next distribution is scheduled for October 5, but it won’t be the last. We’ll continue rewarding real participation, with retroactive rewards also planned for early users when Open Beta goes live.
Every month of Closed Beta brings PopDEX closer to the trading experience we want to build — shaped by the people actually using it.
Thank you for trading, testing, contributing, and being early.
October will be different. https://x.com/popdex_/status/2105598836337160374
## @cherrycoco_6468 (🍒Cherrycoco) · 10-01 09:54 · ♥43 ↻2 💬4 KBW2026 짧은 후기
이번 KBW는 RWA가 유독 많이 보였고, pre-TGE 프로젝트는 작년에 비해 많이 줄었습니다.
KBW2026 Official Side Event List에 올라온 행사 191개를 대표 섹터별로 정리해보니, RWA·토큰화·RealFi가 23개(12%)로 인프라·L1/L2에 이어 두 번째로 많았습니다.
스테이블코인·결제, 기관·전통금융 관련 행사까지 합치면 45개로 전체의 약 24%였습니다. 이미 이어지고 있던 시장 흐름이 사이드 이벤트 구성에도 반영된 모습입니다.
※ 행사 통계는 AI를 활용해 대표 섹터별로 분류·집계한 결과로, 일부 오차가 있을 수 있습니다.
✔️ RWA 시장은 얼마나 커졌을까? (9월 15일 기준) • 전체 RWA AUM: $34.18B, 연초 대비 +85.2% • 채권·머니마켓펀드: $18.29B로 가장 큰 비중 • 토큰화 주식: 연초 대비 +390.4% • 금·원자재: +46.6% • 프라이빗 크레딧: +43.6% • 부동산: +17.9%
✔️ RWA, 이제는 발행보다 실제 활용 • 주요 전통자산 시장에서 토큰화된 비중은 아직 약 0.01% • 토큰화 자산 중 DeFi 유동성·대출·담보 등에 실제 활용되는 비율은 약 12% • 토큰화 주식의 온체인 활용률(CAR)은 올해 1.95% → 7.54%로 상승 • 주식 기반 DeFi 자금의 65.4%는 유동성 풀, 28.1%는 대출 시장에서 활용
토큰화된 자산의 약 12%만 온체인에서 활용되고 있다는 수치가 눈에 들어오네요. 새 자산을 가져오는 것뿐 아니라, 이미 들어온 자산을 쓸 수 있게 연결하는 쪽에도 기회가 있다는 얘기지 않을까 싶습니다.
출처: Binance Research · The RWA Activation Era 정리: 라쿤 https://x.com/cherrycoco_6468/status/2105597281517097165
## @RWAFoundation_ (RWA Foundation) · 10-01 09:20 · ♥40 ↻1 💬1 The World Has A Right To Financial Services. > 引用 @ZeusRWA: Do you want open, permissionless finance?
Or do you want the same gated financial system we’ve had for decades?
That’s the whole point of bringing finance onchain.
Countries and companies will always want control. But open, permissionless systems are where the growth and innovation happens.
The more financial infrastructure gets weaponized or gated, the more demand there will be for neutral rails. https://x.com/RWAFoundation_/status/2105588749157487082