# RWA — X 热门讨论 (2026-09-24 13:56 UTC)
## @shahrianazim6 (Nazim) · 09-24 13:30 · ♥68 ↻16 💬45 Today @axisrobotics announced that they will join the Beyond Web3 Night in Singapore with @wallet
this event will have different builders and leaders from AI, RWA and Web3.
for axis this is a good opportunity because they will get a chance to connect with other big builders and teams > 引用 @axisrobotics: We're bringing robots to the rooftop with @wallet.
See you there 🦾 https://x.com/shahrianazim6/status/2103114802457706976
## @usedecentral (Decentral) · 09-24 12:56 · ♥68 ↻24 💬15 Calling something an RWA does not make it real.
Economic substance does. https://x.com/usedecentral/status/2103106235201663100
## @cryptostasher (stasher 🥷🏼) · 09-24 13:38 · ♥62 ↻17 💬18 what made me most bullish after the podcast with @ARafayGadit was not just another partnership announcement or some new branding. it was finally seeing how the whole machine is supposed to make money and how that money flows back into ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01.
these were the biggest points for me:
1. revenue actually flows back into ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 Zig Finance makes money from financial products and uses that revenue to buy ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 from the market every single day. this is probably the most important part of the whole thesis for me because the token now has a direct connection to the success of the business.
2. they don’t need everything to start on zigchain this was maybe the smartest part of the podcast. if an institution wants to launch on ethereum first, fine. Zig Finance can still structure the product, handle licensing, compliance, distribution and everything around it, make revenue from that business and use that revenue for ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 buybacks.
business first, chain migration later. that is much smarter than being stubborn and forcing every institution to use your own chain from day one.
3. the institutional moat is getting harder and harder to copy anyone can launch another blockchain. what you cannot copy overnight is years of licenses, compliance, legal infrastructure, distribution and relationships with institutions like Laser Digital and Apex, while also getting products approved and launched through places like DIFC.
that boring stuff nobody wants to talk about is actually what makes this hard to replicate.
4. this is not “we are going to build RWA” anymore there is already real money moving. @Valdora_finance went from basically zero to around $70m TVL in a few months and Zig Finance is already talking about almost $100m in activity, with actual funds and yield products live.
that is a massive difference for me. the story went from “look what we are building” to “look what is already being used”.
5. distribution could become fucking huge this part is still underrated imo. multiple exchanges are starting to integrate their products and one exchange apparently gave them a 2 year exclusive contract to manage their entire earn program.
think about that for a second. Zig Finance does not need to onboard every user themselves. they can sit behind exchanges, fintech apps and institutions that already have millions of users and provide the financial products underneath.
that is how you scale up hard.
the whole flywheel for me is basically more products → more AUM → more revenue → more ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 buybacks → stronger ecosystem → more institutions → more products.
and this is why i care way less about short term price action than i used to.
partnerships, TVL and branding are nice, but the real KPI is revenue and buybacks. if those numbers keep growing month after month, the thesis becomes harder and harder to ignore.
that is what made me the most bullish after this podcast. > 引用 @cryptostasher: PROUD TO FINALLY SHARE THE PODCAST I RECORDED WITH @ZIGFinance CO-FOUNDER @ARafayGadit.
if you want to understand what ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 is actually building, WATCH THIS. 🎥
hearing this directly from the co-founder while ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 is still below $0.06 is crazy to me.
your move. 🥷🏼 https://x.com/cryptostasher/status/2103116747834352108
## @DombaEth27 (Domba.Eth) · 09-24 12:40 · ♥72 ↻8 💬10 BLACKROCK MASUK KE DALAM RWA
@BlackRock dikabarkan meluncurkan 3 model portofolio digital yang akan ditokenisasi oleh @OndoFinance.
Portofolio ini berisi kombinasi ETF saham, obligasi, dan Bitcoin $BTC lalu dibawa ke blockchain agar dapat diakses oleh investor non-AS.
Dengan tokenisasi, aset tersebut dapat di gunakan dalam ekosistem on-chain, termasuk perdagangan 24/7 serta potensi penggunaan sebagai jaminan untuk borrowing melalui infrastruktur DeFi yang didukung: @Ondo
Ini menjadi langkah lain menuju tokenisasi portofolio investasi tradisional dan integrasi antara TradFi + blockchain - (The Wall Street Journal).
Kalian harus paham alphanya hehehe BlackRock + Ondo = TradFi On - Chain. https://x.com/DombaEth27/status/2103102378488774733
## @KevinSusanto (Kevin Susanto 子煌 | Token2049 🇸🇬) · 09-24 13:30 · ♥65 ↻3 💬13 𝗚𝗠 🚨 𝗥𝗪𝗔 𝗜𝗦 𝗠𝗢𝗩𝗜𝗡𝗚 𝗙𝗥𝗢𝗠 𝗜𝗦𝗦𝗨𝗔𝗡𝗖𝗘 𝗧𝗢 𝗔𝗖𝗧𝗜𝗩𝗔𝗧𝗜𝗢𝗡. 👀
Went through the latest @binance Research report, and I think this is a really interesting way to look at the next phase of RWA.
Here’s the breakdown 👇
1️⃣ RWA IS GROWING FAST
RWA AUM hit $34.18B, up 85.2% YTD. It’s spreading beyond Treasuries: • Equities: +390.4% • Gold & commodities: +46.6% • Private credit: +43.6% • Real estate: +17.9% Binance’s angle: more and more traditional assets are moving onto blockchain rails.
2️⃣ BUT WE’RE STILL EARLY
Only around 0.01% of underlying markets are tokenized. Tokenized equities are just $4.43B vs a $151.9T listed-equity market. The opportunity is still massive.
3️⃣ THE NEXT RACE = ACTIVATION
Binance Research introduces: PAR → how much of the market is tokenized. CAR → how much tokenized capital is actually being used on-chain. Trading. Liquidity. Lending. Collateral. Current CAR is around 12%. So the question is changing from “What can we tokenize?” to “What can we actually do with it?”
4️⃣ EQUITIES ARE ALREADY SHOWING IT
Tokenized equities grew 390.4% YTD. More importantly, equity CAR jumped from 1.95% → 7.54%. And 93.5% of deployed equity value comes from liquidity pools and lending. The assets aren't just sitting on-chain anymore. They're starting to become financially useful.
5️⃣ THIS COULD BE THE BIG UNLOCK
Binance Research's 2030 base scenario: $349B of equities could become programmable. 10% CAR → $34.9B deployed 20% CAR → $69.9B deployed Same tokenized supply. 2x the capital activation.
6️⃣ MY TAKE
RWA 1.0: Put assets on-chain. RWA 2.0: Make those assets useful. The next RWA race might not be about how much gets tokenized, but how much capital gets activated. 👀
Read the full report: https://t.co/skN38vbok7 https://x.com/KevinSusanto/status/2103114944321646909
## @Paul250889 (PaoloG 🏦 🇮🇹) · 09-24 12:03 · ♥43 ↻14 💬6 And imagine fading 100% SEC-licensed RWA projects like $RIO, which have been showing accumulation patterns on their charts for months now.
@realio_network https://x.com/Paul250889/status/2103092889265782859
## @RWAFoundation_ (RWA Foundation) · 09-24 13:00 · ♥43 ↻9 💬8 .@Ondo and @BlackRock are partnering on tokenized Intelligent Portfolios, which are curated onchain baskets of tokenized assets.
It extends their existing partnership into managed portfolio products. https://t.co/cxf2C72Ye6 https://x.com/RWAFoundation_/status/2103107354007056827
## @sekairoboyashi (世界のロボやし🌎目指せ！なるぞ！完全ニート！！) · 09-24 09:42 · ♥45 ↻5 💬1 これはマジで 🚀XRPホルダー🚀も 見ておいた方がいいかも
XDC Network共同創設者が なんと、あの BlackRockを「招待」
テーマは AI × デジタル資産
AIエージェントが動き出す未来では 「AIが何をするか」だけじゃなく 「AIがどう価値を送るか」が重要になる
RWA・ステーブルコイン・国際決済
XRP界隈でも重要視されてきた領域に XDCも本格的に入ってきている
しかもXDCと言えば そう我が国のSBIも絡んでいる🤖
そしてBlackRockまで絡み始める
これ、AI時代の金融インフラ競争が 本格化してきたサインなのかもしれない🤖 > 引用 @XDCNetwork_News: XDC Network CoFounder invites @BlackRock
AI age will bring a lot of this kinda combinations https://t.co/V81I8gxDAY https://x.com/sekairoboyashi/status/2103057390681940097