# RWA — X 热门讨论 (2026-09-23 13:54 UTC)
## @avax (Avalanche🔺) · 09-23 13:27 · ♥107 ↻22 💬24 Missing Summit already? Us too.
Here’s what was announced, launched, unveiled, or teased last week alone:
- $807B New York Life Investment Management is bringing its first tokenized fund to Avalanche through @centrifuge, putting its U.S. High Yield Corporate Bond Strategy onchain.
- @aave is launching a specialized RWA lending market on Avalanche, giving institutions a way to borrow against tokenized financial assets.
- @BuildOnIris raised $40M+ to expand ALVA, bringing payments, identity, rewards and settlement onchain for mobile users across emerging markets.
- $500B asset manager Janus Henderson became an Avalanche validator and is providing anchor capital to @TranchedFi, an onchain credit platform with $300M in AUM.
- @tare_io raised $13.25M to build a regulated financial institution entirely onchain, connecting loan originators directly with institutional capital.
- @COTInetwork launched Privacy-on-Demand and its Privacy Portal on Avalanche, bringing private computation and transactions to C-Chain applications.
- @Paxos integrated Avalanche across infrastructure serving 650+ institutions and supporting 470M+ end users globally.
- @NYSE plans to bring 24/7 trading onchain with its in-development ATS platform.
- Michael Blaugrund of Intercontinental Exchange / NYSE said: “As we’ve evaluated different platforms, Avalanche checks a lot of those boxes for us, so we’re very engaged with the team.”
- @tassatgroup published new results from @Lynq_Network’s move to an Avalanche L1: 65% faster processing and 50% lower infrastructure costs for its institutional settlement network.
- @uptop_xyz and @UMichAthletics are bringing Michigan fan rewards onchain, creating one identity across sports that rewards fans for how they show up.
- @raincards is integrating KRW1 from @BDACSKorea into its global payments infrastructure, opening a path to 175M+ Visa merchant locations.
- Hyundai Card outlined its next steps after its Avalanche payments PoC, with a focus on proving the model can operate at scale.
- @PharaohExchange is planning to bring permissionless, 24/7 trading of tokenized U.S. stocks to Avalanche DeFi.
- @TheGrottoL1 announced their app’s expansion to Windows, Mac, and Linux, as well as launching their in-house studio.
- @Bitwise co-founder Hunter Horsley said that if he were building a chain: “hell yeah” it would be on Avalanche.
- @si_tickets_ teased that multiple Premier League stadiums will go fully onchain in 2027.
- @FIFACollect crossed 1 MILLION users, with CEO Francesco Abbate pointing to Avalanche technology as the natural fit for its requirements.
- @bloxtel unveiled the AP 201, bringing private 5G infrastructure, subscriber identity and authentication onchain with Avalanche.
- @insomniacevents is partnering with Avalanche and @raincards on a new fan loyalty program for live entertainment.
- @kevinolearytv unveiled his $11M 1-of-1 Shohei Ohtani card in public for the first time, said he’d like to one day tokenize it, and later pointed to Avalanche’s multi-chain architecture as one of the reasons it has his attention.
And, perhaps most importantly: @luigidemeo, @Melt_Dem and @fintechfrank ate some really hot wings and survived.
Barely.
Eventful week, and it’s just the start. More to come, stay tuned 🔺 https://x.com/avax/status/2102751594974683550
## @Janumetax (JÅÑÛ) · 09-23 12:28 · ♥57 ↻1 💬73 One thing I keep finding interesting in @quipnetwork is that the quantum thesis goes both ways
Quip is building a market for quantum compute
But at the same time it is preparing for the security problem that quantum compute creates
That is why the architecture pairs useful-work infrastructure with post-quantum accounts and Interlock
The machines that could eventually challenge today’s cryptography are also the machines Quip wants contributing useful computation
That creates a rare feedback loop
Compute creates the opportunity Post quantum security protects the settlement layer And the network connects both into one system
That is a much deeper thesis than simply putting quantum hardware onchain.
> I think Web3 is moving toward a point where your history matters more than your headline
A wallet can show what you bought
Your social activity can show what you talk about
But neither tells the full story on its own
That is why @NucleusCodes separates onchain Signal from social and offchain Nexus
Different activity creates different context
And $AURA can sit on top of that reputation layer to help connect the right people with the right opportunities
The part I find most interesting is the vertical context
NFTs DeFi AI RWA Gaming Memecoins
Your reputation should reflect where you actually contribute
Not turn everyone into the same generic number
That is what makes reputation useful beyond a leaderboard 🧠 https://x.com/Janumetax/status/2102736874733441078
## @TownSquarexyz (townsquare ❏ (mainnet arc)) · 09-23 13:44 · ♥90 ↻1 💬1 Two new townsquare RWAs coming soon
- townAIDC: powering AI data center yield - townGOLD, backed by gold vaults
by TownSquare RWA yield distribution infra, in partnership with @multiplifi’s collateralization platform https://t.co/kvUoEzLUYD https://x.com/TownSquarexyz/status/2102756066358641111
## @RWAFoundation_ (RWA Foundation) · 09-23 11:44 · ♥49 ↻6 💬14 ZIGChain has rebranded to ZIG Finance.
The change was announced by the team directly via @ZIGChain. https://t.co/XRzxJa1xX6 https://x.com/RWAFoundation_/status/2102725887317713185
## @CryptoProject6 (Crypto Eagles) · 09-23 13:34 · ♥42 ↻0 💬31 RWA tokenization is entering its next phase.
The market is no longer only asking how much value is on-chain. The bigger question is how useful that value becomes.
Binance Research reports:
• RWA AUM reached $34.18B, up 85.2% YTD • Only around 0.01% of underlying markets is tokenized • Around 12% of tracked tokenized value is active in DeFi • Tokenized equities grew 390.4% YTD
The report introduces two useful metrics: PAR measures how much of a market has been tokenized. CAR measures how much of that tokenized value is being used for liquidity, lending, or collateral.
For me, the next RWA race is activation. Putting assets on-chain is only step one. Making them useful is what creates lasting value.
Read the report: https://t.co/8xvl0up1tK
#RWA https://x.com/CryptoProject6/status/2102753402111566334
## @ZhanG_MemeCoin (赏金猎人 | 斩鉤—Backpack🎒) · 09-23 12:46 · ♥50 ↻8 💬2 用户想配置点代币化资产,结果一看:还得先把钱转到新平台,再重新交一遍身份资料。很多人到这一步就懒得弄了,转化不掉才怪。据项目方披露,@Polyflow_PayFi 想在合规条件下,把合资格的 RWA 接进已有账户体验里。它自己不是资产发行方,也不是券商,但如果账户能变成分发入口,资金进产品的路就可能短一截。
别小看“少开一次户”这事。从用户体验倒推底层架构,问题特别明显。比如一家企业账户里躺着一笔三个月后才会用的美元储备,财务可能想在不影响流动性的前提下,配点合适的产品。可要是还得转去新平台、重新开户、再次入金,资金路径立马拉长,操作风险也跟着上来。本来是个顺手的配置动作,硬生生变成一趟搬家。
边界也得说清楚:账户入口不等于资产发行、经纪或者收益承诺。具体产品还是该由适当授权的发行方、券商、托管和分销伙伴来提供。用户能不能买,得看地区、资格和适当性要求,不是有个入口就都能上。
我会继续看它能不能把复杂度留给系统,同时把必要的透明度留给用户。这两件事能同时做到,才像一套成熟金融基础设施该有的样子。
#RWA #金融分发 > 引用 @Polyflow_PayFi: Your money should be easy to see and easy to move.
With the PolyFlow app, you can view your balance and activity, deposit supported assets, transfer funds, and withdraw—all in one place.
One clear view. More ways to move. 🌊
#PolyFlow #PayFi https://t.co/G05ggKdgzO https://x.com/ZhanG_MemeCoin/status/2102741391684337740
## @espionagesats (Athos) · 09-23 10:23 · ♥45 ↻9 💬4 $PRISM is only 2 months old and ready contending with these named players.
Hardest working dev and first-mover advantage. Solving a problem no one has ever tackled in the RWA space yet. I told you that you will be hearing more and more about $PRISM
@prismassets @Hash_hopes > 引用 @Kitxzzo: Used @grok to compare $PRISM to other platforms: https://t.co/PVRDZu1IFz https://x.com/espionagesats/status/2102705351984341065
## @BensonTWN (Benson Sun) · 09-23 13:05 · ♥49 ↻5 💬7 很多人都會糾結牛市要怎麼選幣。
老實說,我覺得一般人其實不用做太多調研。
價格本身,就是最好的調研。
直接衝最強的那幾個幣就好了。價格能一直漲,代表有資金在照顧,也代表敘事有人買單。
以這輪週期來說,就是: 隱私概念:ZEC DEX 永續合約+回購概念:HYPE RWA、股票上鏈概念:UNI AI 公鏈概念:NEAR
其實這幾支就已經夠了。
很多人一進牛市,就開始想找下一個 10 倍、30 倍、甚至 100 倍幣。
但要承認一件事,絕大多數人都只是普通人。
除非你真的絕頂聰明,願意花大量時間研究,最後還要加上一點運氣,否則想從幾千、幾萬個低市值山寨裡精準挑中那支百倍幣,機率真的很低。
現實裡更多的情況,是自以為找到市場還沒發現的寶藏,最後梭哈低市值山寨一路跌到歸零。
如果主流熱點板塊裡最強的幣都能吃到,整輪行情下來,報酬其實已經非常可觀。
而且當市場開始輪動,就算有些板塊正在休息,你的 portfolio 裡通常還是會有一兩個在接力上漲。
這樣心態會穩很多。
你不會因為手上的幣兩三天沒動,就開始懷疑人生,看到別的幣在噴,又急著跳車追過去。
很多人在牛市最大的錯誤,就是一直在最差的時間點換車。
看到別支幣在漲就握不住,等你追過去,它開始休息。
原本賣掉的那支,反而開始補漲。
來回幾次,一輪牛市明明大盤漲很多,最後自己卻沒賺到多少。
與其一直幻想自己能抓到下一個百倍幣,不如老老實實待在最強的資產、最強的板塊、最強的趨勢裡。
享受大餅資金溢出到山寨的推背感,當個IQ 100的平凡人才是最輕鬆的。 https://x.com/BensonTWN/status/2102746252341592324
## @BlockmazeRWA (Blockmaze) · 09-23 10:58 · ♥48 ↻5 💬6 Where is global capital looking next?
In conversation with Sonia Shenoy, Tajinder Virk shares his perspective on the international markets attracting attention from Hong Kong and the GCC to the US and the regulatory and market developments shaping investor interest.
As capital markets become increasingly interconnected, geography is becoming a bigger part of the tokenisation conversation.
🎙️ Tajinder Virk × Sonia Shenoy
#Tokenisation #RWA #CapitalMarkets #GlobalMarkets #Blockmaze https://x.com/BlockmazeRWA/status/2102714235692384668
## @DjonSerj (Lialia) · 09-23 11:02 · ♥43 ↻2 💬16 What if blockchain could one day become not a storefront, but the accountant of the real world?
I like to imagine it a little differently. Not as a place where tokens and pretty numbers simply sit. But as a system that can record when something happens to a real-world asset. Cash flow changes .... a new piece of data appears. An IoT device sends information ... another record is added. An event related to the asset occurs ... it becomes part of its digital history. The data is verified ... another layer of trust is added. Gradually, these small events become more than just a collection of numbers. They become the story of an asset’s life.
I find the approach taken by SimpleChain especially interesting. In its architecture, TDS is designed for the collection, verification, on-chain recording, and traceability of real-world data. Fact Oracle, meanwhile, works with business events and operational data, including cash flow and IoT data.
And in this picture, blockchain becomes something more than a balance screen. It can act as a journal, where individual events come together to form a continuous history.
And I really like that idea. Because an asset’s value only tells us what it is worth right now. To truly understand an asset, sometimes it’s more important to know: what happened to it before. Perhaps the real potential of RWA begins exactly where we stop looking only at the price and start seeing the story behind that price. @SimpleChain_RWA https://x.com/DjonSerj/status/2102715269655192012
## @RWAFoundation_ (RWA Foundation) · 09-23 11:03 · ♥46 ↻3 💬6 Mass tokenization?
Sounds good to us. > 引用 @coinbase: Mass tokenization?
Sounds good to us. https://x.com/RWAFoundation_/status/2102715502670012866
## @RWAFoundation_ (RWA Foundation) · 09-23 11:59 · ♥42 ↻5 💬2 A closer look at who's building on @avax 🔺
@BlackRock @FTI_US @KKR_Co @vaneck_us @WisdomTreeFunds @JanusHenderson @Wellington_Mgmt @followneuberger @NYLIManagement @galaxyhq @skybridge @FasanaraCapital @StraitsX @ArcaInvest @BlackOpal_ @Bridgetower @TravessiaCredit https://t.co/8txCGukDRB https://x.com/RWAFoundation_/status/2102729663738958161
## @RWAFoundation_ (RWA Foundation) · 09-23 10:07 · ♥43 ↻3 💬2 Everyone should be able to access high-quality financial assets, wherever they live.
And that’s exactly what tokenization unlocks. https://x.com/RWAFoundation_/status/2102701404335014170