# RWA — X 热门讨论 (2026-09-25 07:58 UTC)
## @TTChain_ (TT CHAIN) · 09-25 06:45 · ♥58 ↻237 💬66 💡AI agents are getting more autonomous.
The question is no longer whether they'll interact with blockchains — it's how that changes everything for users and businesses.
TT Chain is joining @NebulaiHQ to explore the intersection of AI agents, real-world assets, and on-chain intelligence. 🧠
The conversation will dig into: What role can AI play in bringing RWAs on-chain and making them easier to manage and understand? How can AI agents use on-chain data to make better decisions while staying transparent and trustworthy? ⛓️
And most importantly — where are the real use cases creating value today, not just in theory?
If you're tracking where AI and Web3 converge, this is one to tune into. 🎧
⏰ September 25 · 1PM UTC 📍 https://t.co/3tyqAUlMTX
#AIAgents #RWA #TTChain > 引用 @NebulaiHQ: Nebulai X Space
🎙️Topic; The Future of AI Agents, Real World Assets, and On-Chain intelligence.
📆 September 25th, 2026 ⏰ 1PM UTC 🎁 Rewards; $50 — 5 winners Set your reminder; https://t.co/BPzlL1UK5Z
How to Win: 1️⃣ Follow @NebulaiHQ & all guest projects 2️⃣ ❤️ + 🔁 the AMA post & drop your EVM address 3️⃣ Join the Space & share a screenshot
🎙️ Guest Speakers 🔹 @MarsCat_Global - Lisa, Operations Manager 🔹 @TTChain_ - Naya, BD Lead 🔹 @Ocean6_ai - Max, COO
Join us as we discuss the future of AI Agents, Real World Assets, and On-Chain intelligence. https://x.com/TTChain_/status/2103375246879498563
## @binancezh (币安Binance华语) · 09-25 07:05 · ♥51 ↻16 💬32 太想进步了，请告诉我们👂
从安全体验到便捷交易，从 Meme、Alpha 到 RWA，#币安钱包 一直在持续打造更全面的链上体验。
而我们也想知道：你眼中的币安钱包是什么样的？ 无论是好用的功能、遇到的问题，还是希望优化的地方，都欢迎分享你的使用体验和产品建议。
参与方式👇 1️⃣ 关注 @BinanceWallet 和 @binancezh 2️⃣ 转发本条推文，分享你的使用心得或反馈 3️⃣ 提交你的推文链接和相关信息： https://t.co/Sk7XrPzLR9
🎁 10 位优质内容创作者将获选，赢取币安中秋礼盒！ ⏰ 活动截止时间：9 月 30 日 24:00（UTC+8）
这个中秋，和币安钱包一起，让产品变得更好 🌕 https://x.com/binancezh/status/2103380250805584243
## @yle43036 (老黑..) · 09-25 06:52 · ♥47 ↻0 💬51 很多 NFT 在 mint 前把 utility 写得很满，真正上线以后，持有者能做的却只剩下等地板价。
vibe vibers 这套机制让我多看了一眼，因为它没有把 NFT、AI agent 和 RWA 拆成三条互不相干的叙事，而是把它们接进了同一套循环里。 在 vibe/vibe 使用 launchpad、完成任务或者推荐用户，viber 会累积 XP 并提升等级；等级越高，在 tokenized ai stocks 分配中的权重也会提高。
即使 NFT 发生转手，已经获得的等级仍然会跟着 viber 保留下来。下一位持有者接手的不是一张从零开始的图片，而是一个已经被培养过的 quant agent。
更关键的是，vibe vibers NFT 交易手续费中的 95%，会用于买入一篮子 tokenized ai stocks，再按照机制分配给持有者。平台使用、NFT 流通、agent 成长和 RWA 权益，因此不是几个孤立的卖点，而是一条能够互相推动的链路。
我觉得这才是 vibe 有意思的地方：图片负责建立身份，quant office 让 agent 开始工作，最后沉淀下来的价值再回到持有者体系里。
它不是简单地给 NFT 再贴一层 AI 标签，而是在尝试让每个 viber 都拥有一段能够继续成长、也能够被下一位持有者接手的链上履历。
@vibevibefun https://x.com/yle43036/status/2103377090502660468
## @cryptosanthoshK (Crypto King👑💎) · 09-25 07:19 · ♥52 ↻8 💬18 $ONDO just made an insane collaboration with BlackRock and this is just q beginning for RWA tokenization.
Been telling yall about this for a long time and all I can say, it's just a beginning.
Bullish on @Ondo 🚀🚀 https://t.co/tH0iWl8nS4 > 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/cryptosanthoshK/status/2103383857974096301
## @WorldOfMercek (Mercek) · 09-25 07:44 · ♥48 ↻6 💬24 Vaults are becoming the default capital allocation layer as DeFi credit markets grow more complex.
With institutional interest rising, the next challenge is defining what makes a vault truly noncustodial.
Here’s what’s actually at stake.
— — —
► Vaults Are Becoming Financial Infrastructure
DeFi credit markets are becoming more expressive, with price, maturity and liquidity creating thousands of possible lending markets.
That makes manual capital allocation increasingly impractical.
Vaults abstract this complexity by allocating capital across multiple markets through predefined rules.
Morpho Midnight is pushing this model further.
— — —
► The Problem Is No Longer Whether Vaults Work
“Vault” now covers very different systems, with differences in:
• custody and permissions • allocation authority • manager discretion • depositor protection • redemption mechanisms
@PaulFrambot argues vaults should be classified by how they actually function, not by the label attached to them.
@HesterPeirce’s framework places vaults on a spectrum from programmatic allocation to human discretion.
— — —
► Morpho’s Definition of a Noncustodial Vault
@Morpho keeps curators constrained by code while giving users an exit before risk increases.
Four safeguards:
• Timelocks delay riskier changes • Role-based permissions limit curator actions • In-kind redemptions return underlying positions • Immutable contracts lock in protections
The curator still allocates capital, but within code-enforced limits.
— — —
► Discretionary Vaults Trade Control for Flexibility
Discretionary vaults give managers more freedom over capital allocation, enabling market making, leverage and cross-chain strategies.
The tradeoff is greater reliance on manager judgment and risk management.
Paul’s point is not to remove them, but to classify them differently from code-constrained vaults.
— — —
► Custody vs Investment Discretion
The real question is not only whether users can withdraw. It is who controls the investment decisions.
Vault: User funds protected → Curator chooses markets → Curator selects collateral → Curator allocates liquidity → Curator chooses strategies
Peirce’s framework runs from immutable, programmatic allocation to human discretion.
That distinction can shape how regulators interpret the vault.
— — —
► Vault Safety Features Have Tradeoffs
Sun highlights tradeoffs in Morpho V2’s safeguards:
• Timelocks → more time to exit, but trust in the curator remains.
• In-kind redemptions → more flexibility, but can create adverse selection.
• Onchain accounting → more transparency, but adds attack and bank-run risks.
• Immutability → limits arbitrary changes, but makes critical bugs harder to fix.
No single mechanism fully solves vault risk.
— — —
► RWA + Private Credit Expose the Limits of the Framework
RWA vaults can have low manager discretion while assets remain with an offchain custodian, making legal structure part of the protection.
• Licensed issuance • Segregated custody • Enforceable claims
Private credit adds another layer:
• Who underwrites the asset? • Who controls cashflows? • Who bears liquidity risk? • Who provides legal recourse?
Here, limited liquidity is not necessarily a flaw. Maturity can be part of the asset.
— — —
Vaults are becoming the interface between capital and increasingly complex onchain credit markets.
The next challenge is making allocation, custody, liquidity and legal risk legible to institutions and regulators.
The real unlock is not more vaults, but clearer standards for how onchain credit operates. > 引用 @PaulFrambot: The Next Phase of Vaults https://x.com/WorldOfMercek/status/2103390172184248382
## @VIK_Degen (VΞK ⌬) · 09-25 03:49 · ♥41 ↻4 💬34 Gm builders
One thing standing out about @injective is how quickly its ecosystem is expanding across both RWA infrastructure and accessibility.
Injective is going deeper into real world finance, with POSCO International and LG CNS selecting the network for a trade finance pilot focused on tokenizing real trade receivables.
The bigger picture is infrastructure: ownership, transfers, compliance and settlement not just putting assets onchain.
At the same time, $INJ is becoming more accessible across ecosystems.
→ INJ is live on Solana through Sunrise → Supported by Raydium and StonkFun → Now available on Backpack Wallet → Expanding liquidity, markets and user access
From tokenized trade finance to broader Solana accessibility, Injective is building toward a more connected onchain financial ecosystem.
Infrastructure is expanding. Access is expanding. And the use cases are expanding with it.
Just getting started. 🥷 > 引用 @injective: INJ is officially live on @Backpack Wallet.
You can now hold, send, receive, and swap $INJ on Solana directly in your wallet.
Together with @sunrise, we’re bringing INJ to more of the apps you use every day.
Just getting started 🫡 https://t.co/4GCW7ufmk3 https://x.com/VIK_Degen/status/2103331118577590273
## @BigboyJuju (BigboyJuju) · 09-25 03:11 · ♥43 ↻6 💬5 GameStop @ $25 overnight 👀
I hate to put it out there but 9/25 & the week ahead are starting to give me tingles
Will I jynx it? Hell no.
The squeeze will happen when the squeeze happens. 😼
$GME $TSUKI $RWA https://t.co/POrmK2Huap https://x.com/BigboyJuju/status/2103321433342619937
## @MadLukas86 (Mad Lukas 🎒☁️) · 09-25 03:35 · ♥41 ↻5 💬4 3.8% of the float. 64% of the trading.
@Backpack is running the tape.
solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy : $288M ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 : $2.56B xStocks holds the warehouse.
Same RWA trade. Different velocity.
Less float. More trading. A smaller token.
BUY solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy ON @Backpack > 引用 @MadLukas86: Is $BP the Next BNB? The $100M Market Cap Sleeping Giant You’re Ignoring https://x.com/MadLukas86/status/2103327558549041590
## @pandeyambarish (Ambarish Pandey) · 09-25 00:47 · ♥40 ↻7 💬1 🚨 दिल्ली में सोलर को लेकर बड़ा ऐलान!
☀️ 400 यूनिट/माह तक औसत GROSS खपत वाले पात्र घरों को 3 KW तक FREE SOLAR
➡️ 3 KW तक रूफटॉप सोलर पर ₹26,000/KW तक राज्य सब्सिडी ➡️ पात्र उपभोक्ताओं के लिए 3 KW तक सोलर की पूरी लागत सरकार उठाएगी ➡️ DISCOM Trusteeship + ULA मॉडल से upfront खर्च का बोझ कम होगा ➡️ सरकार की सब्सिडी सीधे वेंडर को जाएगी ➡️ पहले 5 साल O&M मुफ्त, इसके बाद सिस्टम की मालिकी उपभोक्ता को ➡️ RWA/GHS को कॉमन एरिया और EV चार्जिंग के लिए ₹11,000/KW तक सब्सिडी ➡️ नई घरेलू इंस्टॉलेशन पर GBI की जगह upfront capital subsidy ➡️ लक्ष्य: 2.20 लाख नए residential rooftop solar installations
⚡ यानी पात्र घरों के लिए सोलर लगाने का शुरुआती खर्च शून्य तक हो सकता है।
#Delhi #DelhiSolarPolicy #RooftopSolar #PMSuryaGhar #SolarEnergy #RenewableEnergy #MuftBijli @ZeeBusiness https://x.com/pandeyambarish/status/2103285278022717551