# RWA — X 热门讨论 (2026-10-02 06:35 UTC)
## @Hyper_012 (HYPER 👑) · 10-02 04:58 · ♥78 ↻5 💬79 Gold Was Never the Problem. Access Was. https://x.com/Hyper_012/status/2105885114165039200
## @whoiswannie (Wannie) · 10-01 22:16 · ♥60 ↻10 💬51 More yield opportunities, less platform hopping!
The partnership between @KiiChainio and @ground_onchain brings multiple DeFi and RWA yield opportunities into one place
with more vaults and assets coming, things are just getting started!
Explore; https://t.co/jO4oOZ6kzv https://t.co/Xhig66rGDI https://x.com/whoiswannie/status/2105783874609377427
## @TaponRoy741950 (Tapon) · 10-02 04:11 · ♥45 ↻5 💬36 The more I look at @DualMintRWA 's $PLAY model the more interesting it seems
Connecting revenue from real world claw machines to the onchain structure
200 Shenzhen claw machines
→ fixed monthly lease
→ USDC revenue distribution
→ onchain data verification
Target net yield 12% future target 15%
The best part is that there are not just token launches but actual machines revenue and data tracking behind them
The approach to verifying real-world activity with peaq + Chainlink is also quite interesting.
To me this is where the value of RWA lies
=>Real machines
=>Real revenue
=>Onchain visibility
Let’s see how $PLAY performs once everything goes live https://x.com/TaponRoy741950/status/2105873256528179612
## @LeonWgmii (Leon) · 10-02 03:04 · ♥42 ↻4 💬36 everyone is watching tokenized Treasuries.
I think the more interesting RWA trade is credit becoming collateral.
Dune’s latest data:
~50% of tokenized RWAs = cash equivalents
but only 0.4% of that cash sits in lending protocols.
tokenized credit?
19–21%.
and Morpho alone now has: >$1.8B RWA deposits >$738M+ outstanding loans
that’s the phase change.
RWAs are moving from: own the yield
to: own the yield → borrow against it → redeploy the capital
tokenization puts assets onchain.
credit markets make them productive. > 引用 @LeonWgmii: tokenized stocks just crossed $3B.
cool.
but this is the number I care about: >Q1 onchain transfers: ~$6B >Q3: $100B+
and the share deployed in DeFi went from: 1.8% → 6.3%
now @aave v4 lets users collateralize tokenized $AAPL, $NVDA, $TSLA and other stocks to borrow USDC.
that’s the phase change.
RWAs used to mean:
put TradFi assets onchain.
now it’s becoming:
hold the stock → borrow against it → deploy the liquidity → keep the exposure
tokenization was step one.
composability is the actual product. https://x.com/LeonWgmii/status/2105856453546480055
## @SherpaNhuelz (Nhuelz.defi🧱) · 10-02 04:46 · ♥42 ↻1 💬27 Pendle now has over $1B in RWA TVL, but the number itself isn’t what interests me most.
It’s what’s actually sitting underneath that number.
Private infrastructure, GPU financing, AI infrastructure, tokenized equities like $NVDA and $PFE, and T-bill-backed stablecoins are all making their way into Pendle’s yield markets.
That’s a pretty big evolution from where @pendle_fi | ethereum:0x808507121b80c02388fad14726482e061b8da827 started.
What began with splitting and trading future yield is now becoming a place where yield from real-world assets can become part of onchain DeFi.
And the interesting part is that the liquidity doesn’t necessarily stay inside Pendle.
Principal tokens can also plug into protocols like Aave and Morpho, giving these RWA-based positions access to a broader DeFi ecosystem.
So for me, the bigger story isn’t simply that Pendle crossed $1B.
It’s the kind of real-world capital that is now finding its way onchain. https://x.com/SherpaNhuelz/status/2105881986636058665
## @SUOHA_AI (梭哈.AI) · 10-02 03:37 · ♥44 ↻2 💬21 时代变了-- 实测用Bot全自动套利
以前做跨所套利最头疼的就是自己手动找交易对、算费率、双开窗口盯盘抢下单
看到VOOI @vooi_io 刚上线了一个新功能：Delta 中性套利机器人。它内置了 4 种目标模式：纯赚资金费、挂机拿持仓、自动对冲交易量以及自定义策略。机器人会自动管理跨所仓位并捕捉利差，全自动下单
我直接充了 1000 美金实盘测试：一边选 @OndoPerps ，另一边选 @Lighter_xyz ，完完全全交给机器人去跑，看看它的真实套利水平到底怎么样
目前还有多个周奖池+积分奖励，一鱼N吃👇
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【一、 VOOI 的 Trading Desk：全网多 venue 的一站式看板】
在 @vooi_io 的 Trading Desk 里，可以把多个 CEX 和 Perp venue 的行情、盘口、K线、资金费率、OI、仓位集中到一个界面：
• 多 venue 统一管理：集合了 @OndoPerps 、@Lighter_xyz 、@extendedapp 、@HyperliquidX 以及币安、Bybit 的市场，不仅支持 Crypto，还覆盖了美股、全球股指与大宗商品等全品类 RWA；
• 非托管执行层架构：VOOI 官方不直接托管用户资金，资金和仓位分别留在对应底层 venue。不过需要注意，非托管不等于零风险，底层交易所、合约、API 授权与清算机制依然各自独立；
• 联动 Arbitrage Desk 与 Bots：系统自动扫描全网流动性，既支持手动同屏提交多空双腿，也能一键启动机器人实现自动化中性对冲
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【二、当前可以重点关注的活动与激励叠加】
跑这套策略最爽的地方，在于可以顺带参与几个合作方正在进行的独立活动。这里要明确：这些奖励属于各自独立的活动规则，并不是一个合并的美元池，具体以官方当期规则为准：
1. @OndoPerps 每周 $175,000 USDC 奖励池 + 5,000,000 Points
VOOI 当前活动页面显示，Ondo 设有每周 17.5 万刀的 USDC 现金池与 500 万积分。
奖励按交易活动分配，持仓情况、OI 和交易量都会影响份额。USDC 奖励按周结算，周期结束后约 48 小时直接发到交易账户，不需要手动 Claim。机器人自动挂机持仓，正好完美匹配它的持仓时长加权机制。
2. VOOI × Ondo 三周交易赛：最高 $15,500 USDC 阶梯池
活动时间为 2026-09-16 至 2026-10-07 UTC。
只有经 VOOI 路由的 Ondo 成交量计入，单边和 Delta-Neutral 均可参与。累计达到 20 万美元合格成交量即可进入奖励资格，解锁的奖池按全体合格用户的成交量比例（Pro-rata）瓜分，不需要跟卷王抢前三名。
3. @Lighter_xyz on @RobinhoodApp ：$11M LIT Points 奖励池
对冲腿选择 Robinhood Chain 上的 Lighter，可以在赚取 Funding 的同时参与其 $11M LIT 积分池计划。积分数量与最终权益以 Lighter 官方规则和账户展示为准
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【三、实盘实测：机器人已全自动建仓对冲】
启动 Bot 后看了下后台，它已经全自动帮我完成了第一笔对冲建仓：
• 自动选品：系统自动从 36 个候选配对中，优选出当前成本最划算的美股 META 合约；
• 严格中性对冲：在 Ondo 做多 0.51 META，同时在 Lighter 做空 0.51 META（4倍杠杆），双边敞口完全对冲，锁定了 9.12% 的预估 Funding APR；
• 全流程托管：从监控利差、两边精准对冲到后续平仓，Bot 全程自动搞定，完全不用我手动操作。
目前这组对冲正在稳定运行中，后续我会持续盯着它，看它的套利表现和实际收益到底如何！
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大家如果要开单体验，欢迎使用我的专属通道，我给大家拉满返佣40%：
注册链接：https://t.co/0U8BLhcZ05 邀请码：SUOHA
─── 风险提示：本文仅作交易工具与规则梳理，不构成任何投资建议。各平台的费率、流动性、清算条件与活动资格以官方实时条款为准，参与套利请务必做好仓位与风险管理。 https://x.com/SUOHA_AI/status/2105864832872280230
## @Christol4x (CHRIS) · 10-02 04:06 · ♥57 ↻0 💬1 This is the problem @AuroLedger is trying to address.
AuroLedger describes itself as an RWA technology and marketplace platform connecting eligible gold-mining companies with investors through structured tokenization.
Its stated workflow puts:
Reserve/resource verification ↓ Legal & compliance ↓ Tokenization ↓ Marketplace
before eligible investors can access the resulting digital interests.
The idea is simple:
𝗗𝗼𝗻’𝘁 𝘀𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝘁𝗼𝗸𝗲𝗻. 𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗮𝘀𝘀𝗲𝘁 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁𝘀 𝗮𝗿𝗼𝘂𝗻𝗱 𝗶𝘁. https://x.com/Christol4x/status/2105871937868104000
## @Christol4x (CHRIS) · 10-02 04:06 · ♥52 ↻0 💬1 𝗧𝗵𝗲𝗻 𝗜 𝗹𝗼𝗼𝗸𝗲𝗱 𝗮𝘁 𝗪𝗲𝗻𝗮𝘁𝗰𝗵𝗲𝗲
AuroLedger’s Wenatchee Gold Belt listing gives us a concrete example.
Its published marketplace data shows:
→ ~$30M tokenization size → Exploration-stage project → ~2.5 km mineralized zone → Token A: 15% redemption discount → Token B: 20% net mining profit share
Then there’s a detail worth asking about:
Token Structure: 1 SAFT + 1 Token B.
A SAFT generally refers to an agreement for future token delivery.
But the public listing doesn’t clearly show how that SAFT relates to Token A.
And that is exactly the kind of structural question RWA markets need to answer clearly. https://x.com/Christol4x/status/2105871996143706363
## @Christol4x (CHRIS) · 10-02 04:06 · ♥51 ↻0 💬1 Because tokenization isn’t simply:
𝗣𝘂𝘁 𝗮 𝗿𝗲𝗮𝗹 𝗮𝘀𝘀𝗲𝘁 𝗼𝗻𝗰𝗵𝗮𝗶𝗻.
It is about turning complicated economic relationships into 𝗰𝗹𝗲𝗮𝗿𝗹𝘆 𝗱𝗲𝗳𝗶𝗻𝗲𝗱 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗶𝗻𝘀𝘁𝗿𝘂𝗺𝗲𝗻𝘁𝘀.
A redemption mechanism can serve one purpose.
Profit participation can serve another.
A SAFT can represent an agreement for future token delivery.
The important question is how each piece connects to the 𝗨𝗻𝗱𝗲𝗿𝗹𝘆𝗶𝗻𝗴 𝗽𝗿𝗼𝗷𝗲𝗰𝘁, the investor and the rights being offered.
That, to me, is where 𝗥𝗪𝗔 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 gets genuinely interesting. https://x.com/Christol4x/status/2105872012723765460