# RWA — X 热门讨论 (2026-09-22 14:53 UTC)
## @0xifreqs (IFreqs) · 09-22 14:00 · ♥82 ↻2 💬9 The "RWA is just tokenized Treasuries" story is quietly breaking. Total tokenized real-world assets onchain sit near $38B across 4.24M holders, but the growth is no longer coming from Treasuries. Tokenized private credit has jumped roughly 6x in fourteen months to $1.62B, tokenized equities crossed $1B for the first time led by Ondo at around 70% share, and JPMorgan's Kinexys deposit-token network now moves close to $7B a day, outside every RWA tracker.
★ US Treasuries are still the single largest class at about $15.9B, but their share of the total has stopped climbing while these newer categories compound underneath them.
The uncomfortable part is concentration and idle capital: two funds hold 95.6% of tokenized private credit, and of the tens of billions sitting on-chain only about $3.8B is actually active in DeFi. Most tokenized RWA is parked for yield, not used as collateral.
★ That gap between value issued and value used is the real 2026 test: tokenization has proven it can mint assets, but not yet that those assets circulate.
If private credit, equities and deposit tokens keep compounding and RWA finally becomes usable DeFi collateral, the market stops being a Treasury-yield proxy and starts being financial infrastructure. The next metric to watch is RWA active in DeFi versus total issued, not the headline AUM.
The broader signal is that tokenization's next chapter is about utility and breadth, not just parking Treasuries onchain. https://x.com/0xifreqs/status/2102397580915118467
## @FaineraHQ (FainEra) · 09-22 11:31 · ♥92 ↻1 💬0 Institutional momentum is building across digital assets.
Bitcoin pushed above $85K as spot demand strengthened, while Spot Bitcoin ETFs recorded nearly $1B in daily inflows their strongest day in 11 months.
Strategy also returned to the market, acquiring 950 BTC for $75.7M.
With tokenization and RWA adoption gaining traction, the signal is becoming clearer:
Capital is moving deeper into digital assets and institutional infrastructure matters more than ever.
FainEra is built for this evolving market.
#RWA #Bitcoin #Fainera https://x.com/FaineraHQ/status/2102360253920616690
## @RWAFoundation_ (RWA Foundation) · 09-22 13:05 · ♥40 ↻7 💬17 Introducing rwaf.xyz: A Home For Supporting All Things RWA https://x.com/RWAFoundation_/status/2102383690890309935
## @dashubtc (呆呆呆呆🕊) · 09-22 13:45 · ♥53 ↻1 💬13 舍利子自带千年文化共识，是传统文化与区块链精神最完美的跨界结合。 https://x.com/dashubtc/status/2102393765851980227
## @Eljaboom (Elja) · 09-22 12:36 · ♥46 ↻2 💬13 Everyone keeps looking at the $100M number.
I'm looking at what comes after it. 👀
Binance now owns Circle equity AND has an expanded 5-year commercial relationship around USDC.
More USDC adoption. More liquidity. More financial activity moving onchain.
That's exactly the kind of infrastructure BNB Chain can benefit from as the RWA narrative keeps expanding.
$BNB remains one of the most interesting infrastructure plays in crypto. 🔥
#BNBChain > 引用 @circle: Circle 🤝 @binance
Circle and Binance are continuing to build together through a new five-year commercial agreement to expand USDC access across emerging markets.
Binance has also made a $100M strategic investment in Circle.
https://t.co/I0CIUBUoCZ https://t.co/zQ9f9EiYTk https://x.com/Eljaboom/status/2102376563497128417
## @linenmito (linenmito) · 09-22 11:16 · ♥43 ↻1 💬13 The most rewarding place to trade? @variational_io
- 87K+ Variational Points at 0$ Cost - Around $1M in profits (including loss refund rewards) - Over $1.5B in pure volume
All these from trading $BTC, $HYPE, $ETH, $ZEC, RWA and the swap market at $0 fee and super thin executional cost.
gVAR! https://x.com/linenmito/status/2102356293746835531
## @MissCryptoGER (MissCrypto) · 09-22 10:30 · ♥41 ↻4 💬0 Du siehst bei tokenisierten Aktien bisher vor allem einen digitalen Aktienkurs. 📈📉
Der größere Hebel könnte deutlich weitergehen: Aktionärsrechte, Handel gegen Krypto oder Stablecoins und die Nutzung von Aktien in DeFi-Protokollen.
Genau deshalb schaue ich im Video auf Solana, Oracles, RWA-Projekte und DEXes. https://x.com/MissCryptoGER/status/2102344659611582676