# RWA — X 热门讨论 (2026-09-17 07:53 UTC)
## @stambouli_o1 (Jerry Pan) · 09-17 07:19 · ♥238 ↻33 💬19 Day 1 on @arc. Observations + hypotheses:
1. Peak activity will be a lot lower than @base or @RobinhoodCrypto. There's no eco-aligned CEX doing distribution for it.
2. Not RWA. Not memes. Arc's story is agents, x402, and payments, all centered on USDC.
3. Unlike most stablecoin chains e.g. @Stable, this one isn't a short-term play. Arc is here to stay.
4. The thing to watch: $ARC tokenomics and builder incentives. The injected liquidity could be significant.
Given $ARC, when $BASE? Asking for a friend, Mr @base and Mr @coinbase > 引用 @stambouli_o1: Making it official on @arc
🛫 https://x.com/stambouli_o1/status/2100484822363668709
## @0xsamarai (Doxxed🎒) · 09-17 06:55 · ♥48 ↻8 💬34 finally circle has launched @arc on mainnet
• it is regard as “economic OS for the internet”
• currently has over $335M in tvl
• over $41M in dex volume
• over 769M+ in testnet transactions since launch
• uniswap generated $300k in fee in last 24h
• gas fee are paid in USDC and not ETH (angers ethereum maxi)
• raised $222M in fund raising from investors
during early hours of mainnet some things have been happening
• facing backlash of racism since one of the dev is Indian
• some claim memecoin and NFTs trading vibe is forced on the chain
• even when EVM compatible some ethereum maxi ain’t showing interest.
• people making inkonchain and arc comparison.
but what most people don’t realize is that,
ARC was built for agentic finance, tokenized RWA, payment etc since testnet days.
which we have seen BlackRock, mastercard, visa, dtcc among others as their chain validators
they announced to have minted 10B arc onchain already but not yet tradable, available for public use, or active for staking, governance, fees, or utility.
link: https://t.co/FYmYsgph5V
which is most likely we are going to see a public token sale anytime soon since the token has been minted already
and yeah, there is 6.9% chances of airdrop happening for users until proven otherwise on tge. https://x.com/0xsamarai/status/2100478738915815656
## @Guomin184935 (Akiii 🦅) · 09-17 06:33 · ♥54 ↻0 💬36 AI 发展到最后，拼的不只是模型，而是谁能给它提供足够多的「水电煤」
算力、网络、数据传输、Edge、甚至电力系统，需求都在快速增长，但有个问题越来越明显：
AI 基建扩张的速度，开始跑在传统资本供给前面
最近 @dawninternet 推出的 USD.infra Vault，瞄准的就是这个缺口
⬇️
1/ DAWN 到底想解决什么？
传统基建融资通常围绕大型项目展开，周期长、资金集中在少数机构手里
但今天的数字基础设施正在发生变化
一栋公寓的 WiFi、区域 ISP、运营商流量卸载、Edge 节点甚至 AI Compute，都可以更靠近需求端，以更小的单位逐步部署
这些资产有一个共同特点：
⭕️ 前期需要资本投入，建成后却能够通过真实使用产生持续或合同化收入
DAWN 想做的，就是用链上资本补上传统融资体系与这些新型数字基建之间的缺口
/
2/ USD.infra Vault：把「AI 基建现金流」搬上链
它和常见的美债 RWA 思路不太一样。
用户进入 USD.infra 体系后，资金最终支持的是现实世界里的生产性基础设施。
第一批目标包括：
◆ 楼宇级网络部署 ◆ 区域 ISP 收购整合 ◆ Carrier Offload ◆ AI Compute / Neocloud ◆ 后续的数据传输与 Edge Infrastructure
这些设施产生真实收入，再按照对应合同义务服务资本端
所以它真正 Tokenize 的并不是一个抽象的「AI 概念」
⭕️ 而是 AI 和数字经济背后，那些每天真正被使用、真正产生收入的基础设施
/
3/ 为什么 DAWN 做这件事比纯 RWA 叙事更有意思？
因为他们不是先发资产，再去寻找场景
DAWN 最早就是从 Connectivity 做起来的
通过基础设施运营合作伙伴 Andrena，目前已经覆盖美国 10 个州、超过 15,000 户家庭
这相当于先用网络连接验证了一遍模型：
部署基础设施 → 用户使用 → 产生经常性收入 → 收入服务资本
而 Connectivity 只是第一个试验场
接下来 DAWN 想把同样的金融架构继续扩展到 AI Compute、Data Delivery 和 Edge，最终让 USD.infra / sUSD.infra 成为连接链上资金与现实数字基础设施的一层 Capital Layer
//
这也是我觉得它最有意思的地方：
过去 RWA 最喜欢搬上链的是美债、基金、黄金和私人信贷
但 AI 时代真正越来越值钱的，可能恰恰是支撑数字世界运行的物理资产
→ 先把网络建起来，再把现金流搬上链 → 先证明有人使用，再讨论资产金融化
如果这条路线跑通，USD.infra 想做的可能不只是一个收益 Vault
而是给 AI 基础设施搭一条新的融资管道
9 月 22 日见
DYOR > 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/Guomin184935/status/2100473204968185977
## @didi5894 (Di Di) · 09-17 04:11 · ♥40 ↻0 💬38 good morning fam
first day of Arc mainnet, only one word, rug szn lol
unlike Robinhood with RWA advantage for builder, I don't see any gud tek on Arc atm
FED also increase interest rate so this time we should play safe
anyway, have a good day https://t.co/IZ2023S7To https://x.com/didi5894/status/2100437511210500522
## @EMEBOK_ (EMEBOK 🥷🕸️) · 09-17 04:10 · ♥60 ↻3 💬6 FOMC decisions used to mostly mean watching $BTC, stocks and the dollar.
now there’s another layer.
Hyperliquid’s RWA markets did $25.1B in volume in one week, making up 52% of its total weekly volume.
as liquidity conditions change, this connection between TradFi and on-chain markets becomes harder to ignore.
watching $HYPE on BingX. https://x.com/EMEBOK_/status/2100437219580244331
## @DannyBolasie (DeeCrypto 🥏) · 09-17 03:17 · ♥41 ↻1 💬7 This is the part most RWA threads skip.
Tokenizing the thing is easy compared with what happens after someone pays. Shipping. Redemption. A dispute when the item isn’t what was promised. That’s where commerce actually lives.
Boson is useful here because the money doesn’t just leave. It sits until fulfilment, then either the seller gets paid or the buyer gets it back. Same idea whether a person clicked buy or an agent did it on their behalf.
RWAs don’t stall for lack of wrapping assets. They stall when nobody can settle a real-world deal without trusting the other side.
ethereum:0xc477d038d5420c6a9e0b031712f61c5120090de9 > 引用 @rwa_io: Project Spotlight: Boson Protocol
Onchain payment is instant.
Real-world delivery isn't.
@BosonProtocol is building decentralized infrastructure designed to make commerce between humans, AI agents, and real-world assets work without relying on trust between counterparties. https://t.co/07G5Ws6pTM https://x.com/DannyBolasie/status/2100423873485545893