# RWA — X 热门讨论 (2026-09-25 04:09 UTC)
## @CapCapital68 (Captain Capital) · 09-25 01:44 · ♥143 ↻0 💬38 🔥 Captain Capital joins Unchained Summit India 2026 as an Official Media Partner 🔥
💎@UnchainedSummit India 2026 brings together institutions, investors, founders, policymakers, traders, and technology leaders shaping the next era of digital assets and Web3. The summit arrives in Mumbai with a strong focus on markets, finance, digital assets, Web3 infrastructure, and emerging technologies.
🔸Mumbai, India | A major Web3 and crypto market 🔸 Focus: Markets, finance, digital assets, Web3 infrastructure & emerging technology 🔸Key topics: Regulation, Tokenisation & RWA, Trading & Markets, Institutional Adoption, Stablecoins, AI × Web3, DeFi, Blockchain Infrastructure 🔸Brings together builders, investors, institutions, policymakers, and technology leaders 🔸Global community with participants from 59+ countries
🗓Date: November 5–6, 2026 📍Venue: Mumbai, India
➡️Details: https://t.co/ED95Wfro9Y https://x.com/CapCapital68/status/2103299661473948032
## @SLVRdev (Captain Sterling) · 09-24 23:45 · ♥47 ↻20 💬9 SLVR Vaults are live
Starting with a hedged NVDA vault that earns trading fees from the NVDA/USDG pool
Vaults are the first of our RWA-enabled DeFi products, with more tokenized vaults and products to follow
Each one grows the mine https://t.co/cDcDYf9EwX > 引用 @S_L_V_R_FUN: SLVR Vaults are live on Robinhood Chain.
https://t.co/Q3mJr9Wnt2
Hedged market-making for tokenized stocks, starting with NVDA.
Deposit USDG, ETH, or NVDA and earn trading fees. https://t.co/1uvGdKAFgM https://x.com/SLVRdev/status/2103269627128115558
## @GaoShanZkk (高山仰止.eth) · 09-24 23:53 · ♥41 ↻0 💬49 最近看到一个项目挺有意思，是一个跟船运有关的RWA 项目——「Supro Finance」
🌟 项目具体是做什么的？
简单来说就是，@SuproFinance 把现实世界里的海事私人信贷，做成了链上的投资产品。
船东可以使用租船的应收帐款来作抵押品，从Supro Finance借出一笔金钱，投资人赚的就是这个贷款的利息。比如一艘船已经签了租船合同，未来几个月会有一笔笔租金到账。Supro 会先对这些现金流进行核验和承销，再把它们放进链上 Vault，用户可以用 USDT 参与并获得相应收益。
听起来可能有点像普通的链上理财，但这里有一个很容易被忽略的问题：
钱放进去了，能不能想取就马上取？
答案没那么简单。
因为你参与的不是 BTC，也不是可以随时撮合交易的股票，而是一笔真实的船运应收账款。
船运租金有合同、有账期，还要经历核保、放款、回款等流程。底层资金还没回款，链上的份额自然也很难做到随时秒赎。
所以，这类 RWA 产品通常会采用异步申购和赎回：
提交赎回请求 ➬ 按规则进入队列 ➬ 等待底层资产完成结算 ➬ 最终完成赎回。
概念就有点像是传统金融的贷款，而不是 CEX 提现。
//
所以我认为，看懂这类 RWA 产品要搞清楚三个问题💡：
1️⃣ 钱是怎么赚的？
谁是最终付款人？底层是什么应收账款？账期有多长？
2️⃣ 钱是怎么出来的？
有没有锁定期？赎回要不要排队？提交之后多久能到账？ 目前官方说明是T+7（详情可以查阅官方网站）
3️⃣ 底层资产和流动性是否匹配？
短周期应收账款理论上更容易和投资者的退出预期对齐，但依然不代表可以随时即时退出，视乎金库流动性配合，需要时间确保退出后金库仍然稳健。
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Supro Finance 目前做的就是短周期海事应收账款 + 链上 Vault。
首个 Vault 會在 BNB Chain 上线，使用 USDT 参与，并采用 Lagoon 技术。具体的 T+7、锁定期和队列规则，还是要以官方最终条款为准。
大家有兴趣的可以多留意他们的动态，DYOR！
#SuproFinance #RWA > 引用 @SuproFinance: Supro Finance builds for idle stablecoin holders who want credit yield without pretending it is cash.
This week Apollo Debt Solutions BDC saw redemption requests near 14.7% of shares. The fund will repurchase up to its 5% quarterly gate.
Private credit has always had liquidity gates. Onchain wrappers do not erase that.
We underwrite short-duration maritime charter-hire and freight receivables. Named commercial payers. Invoice cycles you can map.
Base credit target around 8% net to LPs. Early ecosystem incentives can lift total returns toward ~15%.
If you hold idle stables and can accept non-instant redemption, this lane is built for you. https://x.com/GaoShanZkk/status/2103271530239238536
## @skyguoCypherium (Sky G.cph) · 09-24 22:16 · ♥42 ↻10 💬14 币安、ByBit、BitGet都被盗过 但是Hyperliquid、UniSwap都没有 说明链上交易所的安全程度还是碾压中心化交易所 在未来数万亿规模的RWA上链 以及交易时间成为全天候之后 安全将会影响一个国家乃至全球经济的运转 只有链上交易所能够承担起这样的责任 未来属于链上，属于@deepsigmadex > 引用 @giantcutie666: 握草， @bitget 被盗了
最开始是Arb上有2kw美金从 #bitget 热钱包转出，溢价5％买了 $ETH
现在被盗资金规模已经滚到接近两个亿了
要顶住呀😂 @GracyBitget @xiejiayinBitget https://t.co/AqL6VLofPl https://x.com/skyguoCypherium/status/2103247148645077323
## @Zephyro_STARK (Zephyro STARK ▚▘) · 09-24 22:05 · ♥41 ↻2 💬9 Literally, it took me so long to acess the all of this information together on one page for you ninjas.
I went through @injective recent announcements, the Aug 19 SEC registration, IIP-701, and developments involving Pineapple, Bitnomial, and 21Shares.
When you look at Injective beyond the usual L1 and DeFi story, there’s a lot more going on.
It’s not about one update. It’s about regulated markets, tokenization, liquidity, tokenomics, and institutional access connecting around the same financial infrastructure.
Today, September 24, 2026, that direction is live at the protocol level.
IIP-701, the Meridian Mainnet Upgrade, is now live.
The goal is to make Injective more ready for regulated assets, institutional markets, and financial products that can operate onchain.
The sequence matters:
➱ July 2026: Injective Mint ➱ August 19: Injective Institutional Services became an SEC-registered transfer agent ➱ September 24: Meridian mainnet
Regulatory infrastructure → stronger protocol → more financial products.
Meridian brings together:
➱ Regulated token standards on the Injective EVM, with compliance and transfer restrictions built into tokens. ➱ Unified RWA perpetual markets for tokenized stocks and real-world assets. ➱ Private Testing through RFQ, is one of the most helpful tool which allows the institutions tap into onchain liquidity without revealing all of the placed orders.
It also sets up CypherOS, Injective’s upcoming native privacy layer.
And this is not only a roadmap. Pineapple Financial has already moved more than $1B in existing mortgage records onto Injective, with a longer-term target above $10B. The records have onchain verification and audit trails.
$INJ is also expanding into Solana.
Through @sunrise, $INJ is live as a native SPL token.
➱ Raydium was one of the early partners. ➱ Phantom, Meteora, and StonkFun are among the wallets and apps connecting the ecosystems.
The Injective <> Solana bridge is live on Injective Hub, with transfers completing in seconds.
The supply side has a mechanism behind it too.
INJ has staking-driven issuance, while ecosystem revenue is used through the Community BuyBack to buy and permanently burn INJ.
➱ More than 7M INJ has already been burned.
Stockdrop adds another layer:
➱ Users commit INJ. ➱ Ecosystem revenue is distributed. ➱ The committed INJ is permanently burned. ➱ Only Eligible participants would be entertained from tokenized stock rewards (Viz., $NVDA, $SPCX)
Ecosystem activity → Revenue → BuyBack → Burn → Community rewards.
On the institutional side, Bitnomial launched U.S.-regulated INJ futures in April 2026.
Then on September 18, 21Shares filed an amended S-1 for its proposed Injective ETF, with TINJ as the proposed ticker. As we can see the outstanding perfomance of Injective this approval will gonna considered soon...
Put together:
➱ Regulated futures ➱ ETF infrastructure ➱ Tokenized assets ➱ Native liquidity ➱ Onchain financial markets ➱ Compliance built into the chain
that’s why I don’t see this as just another DeFi cycle.
the bigger thing to watch is how these pieces work together as Injective keeps expanding.
@injective / @fomo > 引用 @injective: Introducing the Injective @fomo Thesis Competition:
To celebrate the INJ integration on fomo, we’re giving away 500 $INJ on fomo for the best Injective theses 🥷
🥇 250 INJ for the best thesis 🥈 100 INJ each to 2nd and 3rd place 🎁 50 INJ split between other runner-ups
You have 48 Hours. To enter, make sure to follow us on fomo @injective, make a thesis under INJ and share it below 👇 https://x.com/Zephyro_STARK/status/2103244370132562235