# RWA — X 热门讨论 (2026-09-26 15:08 UTC)
## @flamiliacrypto (Flamília Crypto) · 09-26 11:43 · ♥44 ↻10 💬37 Good Morning, 𝕏 Friends! Blessed weekend and Let's Connect! 💯Follow Back!
@RobinhoodCrypto left the pitch and entered the market.
Tokenized stocks already work as quote pairs on launchpads, the SEC opened an exemption for U.S. stock tokens, and the network became a 24/7 RWA rail.
The product stopped being a promise. https://x.com/flamiliacrypto/status/2103812761436270685
## @MoEthWhale (0xMo.eth) · 09-26 14:25 · ♥58 ↻6 💬21 RWA memecoins are being led by @BNBCHAIN.
Tokenized stocks, commodities and real-world assets are being brought on-chain and turned into community-driven memecoins.
BNB Chain is becoming the home of the RWA memecoin meta. https://x.com/MoEthWhale/status/2103853389839008187
## @blmario669 (黑色马里奥) · 09-26 09:30 · ♥41 ↻0 💬38 我其实之前一直有一个观点，就是纯技术向的链是没有未来的，只有真正走向资产的链才有未来。
这一轮市场周期，尤其是在 RWA 这轮大浪潮下，你会发现大量过去依靠技术叙事生存的 L1 / L2，正在慢慢被边缘化，因为技术最终还是要服务于资产。
但这里面其实还有另外一种破局思路：
从技术出发，进一步围绕技术能力构建资产化体系，再通过这些新兴资产反过来为技术和生态提供价值，技术和资产形成另一种相辅相成的关系。
0G @0G_labs 就是这个方向一个比较典型的例子。
我其实很早就有关注过这个项目，并且之前我一直把它归类成一个非常典型的“技术向 AI L1”，但现阶段看它其实也有很强的资产属性。
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0G 本身的定位是 AI 的信任层，并持续的进行前沿 AI 研究。
在它的底层有 AI-native EVM L1、去中心化存储、Compute Network、Private Computer，以及上层自己的模型和 Agent 相关基础设施。
根据他们披露的数据，在模型训练这块，0G 此前已通过 DiLoCoX 完成过 100B+ 参数模型的去中心化训练，等于说 0G 本身具备很强的 AI 方向的技术能力。
那么在技术的基础上，0G 又向 Compute Finance，即 ComFi 的方向拓展，以将生产资料进一步资产化。
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ComFi 本质上可以理解成另一种面向算力的 RWA 范式。
当下的算力，其实更多还是一种“消费品”。
你可以买一小时 H100，可以充几百刀 API Credit，但很难真正像持有一种金融资产一样，持有未来的算力权益，并让这种权益进一步流动、组合和金融化。
而 0G 提出的 Compute Finance 旨在把算力这种 AI 时代最重要的生产资料，进一步资产化。
事实上，算力市场已经有了一定的金融化基础。
GPU 可以租赁、可以按小时计价，市场也已经开始出现价格基准，以及远期、期货等方向的探索。
而 ComFi 则是在此基础上，进一步尝试让算力权益本身也可以被持有、流动和金融化。
目前，0G 已经构建出了几个比较关键的部分。
首先是已经上线的 Ascend。
Ascend 是 0G 生态里的流动质押产品，用户质押 zero-gravity:native 后可以获得 a0G，在获得质押收益的同时，a0G 还可以继续参与其他 DeFi 场景。
接下来计划在 9 月 29 日上线的 Infinite AI，也就是 iAI，则希望进一步把这套资产体系和真实的 AI 算力消费连接起来。
整个路径可以简单理解成：
Stake 0G → 获得 a0G → Mint iAI → Stake iAI → 获得 Compute Credits → 消费 AI。
这些 Compute Credits 最终可以用于 0G Private Computer、0G App 等产品。
当然，这里的 Compute Credits 本质上是 AI 服务使用额度，不能兑换现金，也不属于利息或者保本收益。
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根据 IEA 最新数据，2025 年全球 AI 专用数据中心的用电量同比增长了 50%，到 2030 年预计还会在 2025 年的基础上增长到接近 3 倍。
等于说，AI 对算力的需求正在成为一个高速扩张的现实需求。
而当算力逐渐成为一种可以标准化计价、持续交易和真实消耗的生产资料以后，它其实也就具备了进一步资产化和金融化的基础。
ComFi 本质上就是在一个已经高速增长的真实算力市场之上，构建一层资产化和金融化的基础设施。
而 0G 本身已经有 Compute Network 这样的算力基础设施，同时又有 Private Computer、0G App 这些真实的算力消费场景，其中 Private Computer 已经接入 100+ AI 模型。
基于 ComFi，0G 有机会把算力供给、资产化和真实消费几个环节进一步串联。
随着 AI 算力需求继续增长，0G 生态将背靠一个蓝海市场，并有机会成为这一轮 AI 红利的直接受益者。 > 引用 @0G_labs: Introducing Compute Finance (ComFi).
A financial layer for AI where digital assets don't just sit idle. They can pay for AI compute you actually use, in 0G Private Computer (100+ models) and the 0G App.
Ascend is live. Infinite AI is scheduled for Sept 29. https://t.co/UIxHwMSwMV https://x.com/blmario669/status/2103779149806792777
## @virtualbacon (VirtualBacon) · 09-26 14:17 · ♥57 ↻4 💬11 Most altcoin narratives haven't popped yet. Only Zcash and Hyperliquid have.
So you don't need to argue AI vs RWA vs privacy right now. Find one you have conviction in and stick to it.
Picking the next narrative only starts to matter after Bitcoin makes its run https://x.com/virtualbacon/status/2103851443807801593
## @Krisbee (Krisbee🐝) · 09-26 14:04 · ♥46 ↻3 💬22 Ondo just launched one of the biggest RWA upgrades
they’re bringing Intelligent Portfolios onchain, with investment strategies built by @BlackRock
previously you’d need to buy and manage multiple assets yourself to build a diversified portfolio
now you can choose a predefined strategy, hold one token representing the whole portfolio and let it handle the rebalancing programmatically
this is much more than just putting stocks onchain
we’re moving from tokenizing individual assets to tokenizing entire portfolios
tokenization supercycle! > 引用 @Ondo: Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.
Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.
The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.
1. BLKHIon: Ondo High Income Powered by BlackRock
2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock
3. BLKGRWon: Ondo High Growth Powered by BlackRock
Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.
“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock
Ondo Intelligent Portfolios can unlock novel capabilities:
→ Programmatic rebalancing → Full composability with DeFi → Complete transparency onchain → Multiple asset classes in a single token
This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain. https://x.com/Krisbee/status/2103848177136697548
## @OssyCrypto (Ossy 🪙 🐂) · 09-26 12:52 · ♥51 ↻7 💬2 🪶 @plumenetwork isn’t building alone.
Around Plume, a powerful ecosystem is taking shape connecting institutional finance, asset managers, global exchanges, stablecoins, RWA infrastructure, and Web3 technology.
From Apollo, Blackstone, WisdomTree, Hamilton Lane and Invesco to Mastercard, PayPal, Circle, Securitize, Fireblocks, Binance and Bybit.
And this is only part of the picture.
The bigger story is the network forming around Real-World Assets × Onchain #Finance.
The question isn’t just who is building on Plume?
It’s how large can this ecosystem become?
#PLUME #RWA #Crypto #DeFi #Onchain #Blokchain https://x.com/OssyCrypto/status/2103829942500720661
## @RWAFoundation_ (RWA Foundation) · 09-26 11:41 · ♥43 ↻5 💬8 Ethereum led tokenized fund growth in the past 24 hours, adding $50.6M, more than 5x the next chain.
@ethereum +$50.6M @StellarOrg +$9.4M @BNBCHAIN +$3.3M @0xPolygon +$3.0M
Via @tokenterminal https://t.co/1fG0HZgiz5 https://x.com/RWAFoundation_/status/2103812096492511344
## @quang250802 (Quang) · 09-26 12:00 · ♥41 ↻2 💬12 daily alpha!
@UseLocate ( DeFI/RWA by Morpho ) @sevendotfun ( Xmoney Launchpad ) @ForecastFDN ( Prediction Market ) @unreallabsai ( Ai Infra ) @hypedotgg ( SocialFi Trading ) @usetalis ( DeFI ) @occupy_launch ( AI-Agent Launchpad on Virtuals ) @AscendLaunch ( Launchpad ) @AscendLaunch ( Launchpad ) @subfrostp2p ( DeFI on BTC ) @MetaphiAi ( AI agents ) @QuantMapHQ ( TradeFi ) @danom_monad ( RWA/DeFI on Monad ) @cluster_int ( Tools ) @brinkgpu ( DePIN ) @Stockcall_io ( RWA ) @braidxyz ( DeFI ) @tarecredit ( RWA ) @KrypsisNetwork ( Privacy/ DeFI )
nfa and dyor! https://x.com/quang250802/status/2103816861632626857