# RWA — X 热门讨论 (2026-09-22 19:19 UTC)
## @PeculiarXD (PECULIAR) · 09-22 17:33 · ♥67 ↻12 💬58 The RWA on $inj is getting harder to ignore.
Injective is now leading the way for tokenized real estate assets and has entered the top 10 chains by total RWA value onchain.
And this is still early.
More real-world assets are moving onchain, more builders are coming, and Injective is already positioning itself right in the middle of it.
The next phase could be very interesting.
Keep your eyes on @injective https://x.com/PeculiarXD/status/2102451341410877687
## @TedPillows (Ted) · 09-22 18:56 · ♥99 ↻3 💬21 RWA gets measured by how much value gets tokenized.
I think that’s the wrong metric.
Tokenizing the asset is becoming table stakes. Custodians can do it. Banks can do it. DTCC is about to do it at scale.
The harder question is what happens after the asset is tokenized.
Because an asset sitting onchain with no activity is just a database entry with better marketing.
That’s why @cancore_io is interesting. Do you know this project?
Since April, it’s facilitated $50M+ in volume, with ~760 trades a day, and tokenized assets on Canton settling against liquidity from public chains.
The signal isn’t how much value exists onchain.
It’s how much of that value actually moves.
Tokenized supply tells you what exists. Trading volume tells you what works. Do you agree? https://x.com/TedPillows/status/2102472038547964000
## @andrewmoh (andrew.moh) · 09-22 15:57 · ♥44 ↻4 💬22 under-$1b-TVL names ranked by 30d chain fees:
+ @RobinhoodApp | $992m TVL | $38.86m fees undisputed #1. RWA + lending TVL, fees pushed by on-chain trading
+ @0xPolygon | $787.66m TVL | $2.3m fees going after payments with Open Money Stack (OMS)
+ @Starknet | $159.93m TVL | $223.4k fees built-in privacy focus, strkBTC expanding across EVMs
+ @avax | $640.25m TVL | $154.8k fees pivoting to tokenized assets, starting with @centrifuge
+ @SuiNetwork | $519.07m TVL | $127.5k fees Sui Basecamp this September, worth watching
+ @NEARProtocol | $180.82m TVL | $65.2k fees weak usage, but top infra in privacy and AI
+ @XLayerOfficial | $180.32m TVL | $43.8k fees OKX wallet ecosystem + RWA lending
Retail-driven and nonstop competition. https://x.com/andrewmoh/status/2102427047159374117
## @VikingQuant (Viking Quant) · 09-22 16:41 · ♥46 ↻12 💬2 THE BOOK is @NetNetCap’s on-chain sports book built around $NET token.
👉🏻 How the product works: You deposit $USDG (or already-held sNET/wsNET). THE BOOK turns it into staked $NET. That balance keeps earning the protocol’s periodic rebases (yield that increases your token quantity, historically every ~8 hours).
There are two bet types on even-money point-spread markets:
• Risk-on: You wager actual principal. Win and you roughly double the net wager (after fee). Lose and that amount goes to the house pot. • Risk-off (the “no-loss” / “risk-free” mode they advertise): You lock principal and only wager the future rebases that balance will earn between now and settlement.
• Win → you keep principal + yield paid twice. • Lose → you get back the exact same quantity of NET you locked (you just forfeit the yield you would have earned). • Push/void → you get principal + the yield it actually earned.
Your $NET quantity is protected in risk-off mode. Its dollar value is not, because $NET’s market price can move while the funds are locked.
Until now $10k deposit therefore lets you place a ~$1k free bet using only expected yield, and you can withdraw the original deposit after the game grades.
“We’ll be able to get the risk off wager-ability to ~20% by next week” means @NetNetCap expects to list events far enough in the future (or adjust reservation parameters) that the accumulated/future rebases will support a bet twice as large relative to principal.
Al Dunlap already teased Super Bowl markets that would let people wager rebases months ahead. Longer time-to-event = more rebases = larger risk-off size as a percentage of the locked amount.
👉🏻 Fees: There is a house-edge fee (starts at 3% and moves on a ladder depending on how balanced the book is). On risk-off bets it is taken from the yield/wager portion at settlement, not from locked principal. Pushes and voids pay no fee. There are also Uniswap trading fees if you enter/exit via $USDG.
The house pot that covers imbalances comes from the NetNet RWA Sleeve (tokenized stocks), not the core treasury. Per-bet size is capped relative to that pot.
👉🏻 In short: $NET launched a sports book where one mode lets you bet only the yield your staked tokens will generate instead of the tokens themselves. Right now that yield supports ~10% of deposit as a wager; @NetNetCap expects to raise that to ~20% shortly by offering longer-dated games. > 引用 @NetNetCap: @cryptogle we'll be able to get the risk off wager-ability to ~20% by next week. https://x.com/VikingQuant/status/2102438061258764465
## @Nibel_eth (nibel.base.eth) · 09-22 17:53 · ♥42 ↻6 💬6 As the tokenized RWA universe continues to grow on @base it would be cool to see more platform that easily allows traders to execute price dislocation arbitrages:
- forwardation (sell spot, buy futures) or contango (buy spot, sell futures) on commodities like oil - dividend arb: taking advantage of drop in stock price on ex dividend date (perfect hedge = long stock, sell overpriced call, buy underpriced put) - price differences between indices and constituent stocks (enabled by fractionalization and instant settlement)
Can't remember all of the cool strategies I saw during my tradfi days but I know it'll be exciting days ahead https://x.com/Nibel_eth/status/2102456359711309885
## @We_R_Crypto (Collide ⚡️) · 09-22 14:33 · ♥41 ↻9 💬1 INSIGHTS⚡️ Taurus putting Hedera in front of 40-plus regulated banks is the kind of distribution most L1s never get.
Custody and issuance rails beat another conference panel. In our assessment, bank platforms are how hashgraph stops being an enterprise story and becomes an enterprise pipe.
Banks do not tweet. They integrate. hedera-hashgraph:native @hedera 🏦🔗 #Hedera #RWA https://x.com/We_R_Crypto/status/2102405809745383449
## @AnonHbar (HbarAnon) · 09-22 14:10 · ♥45 ↻1 💬1 Crypto bros love to talk about “adoption.”
$QNT is one of the few that actually has to deal with compliance,banks and legacy systems
$10,000 $QNT will not be easy,but it will be done
Respect the difficulty
#QNT #Quant #QuantNetwork #Crypto #Web3 #RWA https://x.com/AnonHbar/status/2102400113440154107