# RWA — X 热门讨论 (2026-09-24 11:11 UTC)
## @MPC_Global_X (MPC Global) · 09-24 08:00 · ♥47 ↻39 💬11 We just crossed 256K+ on-chain transactions. 🚀
The MPC ecosystem has now recorded 256,131 indexed primary-action transactions.
This includes activity across Quests, Check-ins, Waitlist SBTs, My Mine, Certificates and more.
We’re not just talking about building on-chain.
We’re building, and the blockchain is recording it.
A huge thank you to our loyal MPC community for being here, participating, testing, building with us, and supporting MPC along the way.
256K+ done. More to come. ⛏️
#MPC #MiningRWA #RWA #Blockchain https://x.com/MPC_Global_X/status/2103031689647673684
## @huonggeth (huong) · 09-24 09:30 · ♥42 ↻5 💬32 researching individual stocks can get messy pretty quickly.
one stock leads to another tab then holdings, dividends, performance and suddenly there are twenty tabs open.
ETFs can be a simpler starting point when i want to look at a broader market or theme.
that’s what i found useful about Bitget ETF Earn.
the current lineup includes:
→ SPY and IWM for US equities → TLT for long-term US treasuries → EWY for South Korean equities → SOXX for US semiconductors
product profiles, portfolio holdings and dividend history are available in the same section.
the practical part for me is that research and subscription are also kept in one place, while subscribed holdings can be tracked from the Earn account.
one thing to keep in mind with TLT is that it is sensitive to interest-rate changes.
to explore it: Bitget app → Earn overview → RWA → ETF Earn
more details: https://t.co/9SE5zmWvEL
NFA & DYOR. https://x.com/huonggeth/status/2103054548403413060
## @AmiliaD_ (Davo.eth) · 09-24 08:39 · ♥40 ↻3 💬29 i've seen a lot of RWA projects, claw machines generating onchain revenue wasn't one i expected.
then i looked into @DualMintRWA, PLAY is built around 200 operating claw machines, real foot traffic, real revenue, not a financial model built on assumptions about future assets.
the flow. > machines operate revenue generated. > brought onchain through Solana. > monthly distributions to holders.
targeting 12-15% annual yield that's a target, not a guarantee, $230K pre-deposit target currently open.
what actually caught my attention isn't the yield number, it's being able to trace the model back to a physical asset that's already running.
most RWA projects can't say that, steel earns it. Solana moves it. > 引用 @AmiliaD_: RWA gets more interesting when you can see exactly where the revenue comes from.
@DualMintRWA PLAY token is built around 200 operating claw machines generating real revenue from real users.
the flow is simple. > machines generate revenue. > monthly distributions. > onchain through Solana.
targeting 12-15% annual yield that's a target, not a guarantee, $230K deposit target, pre-deposits open now.
it's a simple RWA idea executed cleanly, steel earns it, Solana moves it. https://x.com/AmiliaD_/status/2103041734175342676
## @RWAFoundation_ (RWA Foundation) · 09-24 09:22 · ♥54 ↻6 💬3 This is only the beginning of the tokenization supercycle. https://x.com/RWAFoundation_/status/2103052321932353646
## @qinbafrank (qinbafrank) · 09-24 10:06 · ♥44 ↻8 💬6 稳定币发行量将会迎来大爆发，看彭博报道华盛顿在考虑用公私合资的方式，把已受美国法律约束的美元稳定币推向海外，把它当作巩固美元地位、同时增加短债需求的工具；可能参与的联邦机构：财政部、国务院、美国国际开发金融公司（DFC的定位是与私营部门合作、推进美国外交政策目标）。
基本上验证了一年半以前这篇“稳定币浪潮”推文聊到的美国推动稳定币核心：1）很多国家在去美元化，美元稳定币从链上截胡把这些国家的人群拉到美元阵营里； 2）稳定币背后的美元储备就是美国短期国债的强大购买力； 3）还有美元的口子在美联储，美银稳定币的口子可能是在财政部、货币监理署或者SEC。
但有一点是确认的，如果这个举措落地、基本上稳定币的发行量是要迎来一波大的爆发的，可能未来两三年我们真的能看到稳定币发行量突破5000亿美金，甚至摸到一万亿美金的体量。
稳定币发行量越大，整个链条上的核心资产都会受益，最受益的就是： 1）合规发行方：Circle、未来的银行合资币、持牌信托银行。当然要看华盛顿后续公私合营的选择哪一家发行方作为私营合作方，Circlr自然是概率最大的； 2）结算公链平台，ETH、sol都是主要稳定币结算公链平台； 3）交易平台： 币安、okx等交易所（都与circle深度合作），coin和hood等。特别是coin开始拓展压亚太地区人群注册和kyc认证。 以后交易所账户就有点离岸美元账户的意思了。
当然稳定越规模越大，代币化和rwa发展趋势也会越快，之前也详细梳理过看好谁受益于代币化与rwa趋势的资产标的：https://t.co/KBLX02w3O2 > 引用 @qinbafrank: 新一波稳定币的浪潮要来了。近期参议院的稳定币法案表决通过，众议院的稳定币法案也正式提出。稳定币法案应该今年最早通过的加密资产法案，估计年中就能看到。关于稳定币几点思考： 1、在进一步合规化的浪潮下，稳定币有可能深度集成到现有的美元体系之内，换个角度应该也是美元的进化。怀俄明州正在测试自己的稳定币WYST、富达数字资产部门正在测试自己的稳定币、川普家族项目WLFI推出美元挂钩稳定币 USD1等，再加上paypal之前推出的pyusd、robinhood也在计划推出稳定币，能看出来传统的金融巨头和政府都在跑步入场，未来应该会极大冲击usdt和usdc两大巨头，这里面usdt受到的冲击应该是更大的，毕竟usdt还是非合规和半透明的稳定币、从币安最近lanchpool支持usdc、下架了很多小币的usdt交易对就能看出来。
2、从支付体系和清洁算角度看： 当前全球支付体系主要由四大支付系统构成：自动清算所（如ACH）、信用卡网络（如Visa、Mastercard）、国际银行支付系统（如SWIFT、CIPS）以及移动支付系统（如PayPal、支付宝）。这些传统支付系统虽然成熟，但存在着高昂的交易成本（跨境转账平均成本6.35%）、缓慢的结算时间（尤其是周末）以及有限的透明度等问题。
在此背景下，稳定币作为新兴支付方式展现出巨大潜力。23年，稳定币总交易量达到10.8万亿美元，其中实质性交易量超过2.3万亿美元。相比传统支付方式，稳定币提供了更低的交易成本（0.5%-3%）、近乎实时的结算速度，以及基于区块链技术的更高透明度，让稳定币在跨境流通 / 清结算方面的效率远远超越法币的 SWFIT 体系。最新稳定币的年度结算总规模，已经是跟Visa 、master支付网络的 结算规模差不多了。
如果未来越来越多的支付和跨境结算都通过稳定币、这无疑是一个巨大的、高速增长且利润丰厚的市场。
3、美元合规稳定币政治经济上的意义所在： 跟@hazenlee 李兄聊到川普政府积极力推稳定币政策，应该还有更大的政治博弈的层面。链上趋势不可避免，“将一切代币化”——从公开市场的股票到私募市场的股票，再到短期长期国债” 趋势也显现出苗头来。谁把住了稳定币的口子，谁就把住了未来链上资本市场的定价权。
更进一步，美国力推的合规稳定币自然都是锚定美元的，也是美元在链上的进一步扩张。美元的口子在美联储，美元锚定稳定币的口子在财政部或者SEC也有可能是货币监理署、意味着政府机构从联储手里拿走了链上美元的监管权，弯道超车也是另外一种形式对联储削权。
再进一步，链上趋势越来越强，各国加密人群越来越大。现实物理世界中都在用本国货币但是链上都在使用美元稳定币、还不用说现在各种payfi项目都在积极把稳定币引入到各种线下实际消费场景中去，未来很多人可能根本都不碰本国货币通过这些支付项目直接稳定币完成了消费，从这个意义上说，“很多国家在去美元化，但是美元稳定币又在未来把各国人群直接给拉到美元阵营里来” 另一种形式强美元，更加釜底抽薪，这可能川普要确保美元地位最佳途径。之前聊过美元地位强弱和美元指数强弱的差异 https://t.co/d1Wn5Eq04d
还进一步，大量的美元合规稳定币的发行，背后的美元储备最后大部分都成了短期美债购买力，2000多亿美金稳定币量还不够大，如果美元稳定币发行量超过5000亿美金、一万亿美金这个购买力就相当巨大了。 https://x.com/qinbafrank/status/2103063439317094840
## @AlchemyPay (Alchemy Pay|$ACH: Fiat-Crypto Payment Gateway) · 09-24 08:22 · ♥43 ↻8 💬6 🇸🇬Next Stop: #TOKEN2049 Singapore
📍Booth PB4-7 🗓 Oct 7-8, 2026
Whether you're looking for seamless crypto ramps or want a deep dive into our latest #RWA product or #AlchemyChain, our team is ready to chat. See you there!
$ACH #AlchemyPay https://t.co/j1rRKi0rwK https://x.com/AlchemyPay/status/2103037381775683889
## @pumpius (Pumpius) · 09-24 10:21 · ♥45 ↻5 💬2 🚨 THIS IS INSANE.
Tokenized SpaceX just got swapped into tokenized gold on the $XRP Ledger. $wSPCX → $XAUa Under 13 seconds. No direct pair. No broker. Trensik’s routing built a multi-hop path across the XRP ledger and settled the whole thing atomically. One tap. Instant finality. Assets in your wallet.
This is what 24/7 RWA trading actually looks like when the rails don’t sleep.
#XRP #XRPL #RWA $wSPCX $XAUa
Trade it: https://t.co/3ypCgBvZdI > 引用 @RippleXity: 🚨 JUST IN: SpaceX swapped to gold in under 13 seconds on the $XRP Ledger. https://t.co/sYicnsMUft https://x.com/pumpius/status/2103067376958726358
## @RWAFoundation_ (RWA Foundation) · 09-24 07:27 · ♥42 ↻6 💬3 You’ve probably heard the word “tokenization” a hell of a lot this week
Get used to it
You’re going to hear it a LOT more over the coming months and years
And we’re still ridiculously early. https://x.com/RWAFoundation_/status/2103023560922992966
## @Hercules_Defi (Hercules | DeFi) · 09-24 10:05 · ♥42 ↻0 💬10 the RWA side of @HyperliquidX is getting harder to ignore.
RWAs accounted for just 1.8% of Hyperliquid's volume in Q4 last year. By Q2 this year, that number had jumped to 32%.
that’s a massive shift in such a short period.
but what interests me more is what gets built around this growing liquidity.
take @DinariGlobal, for example.
with dShares, Dinari is bringing SpaceX and the full S&P 500 onchain.
personally, I think bringing the entire S&P 500 onchain is a big deal for the ecosystem.
we’re talking about giving crypto traders access to an entirely new set of markets, from major public equities to private companies like SpaceX.
and Hyperliquid already has something most new platforms struggle to build: trading activity and liquidity.
now imagine what happens when you introduce entirely new asset classes to that existing ecosystem.
more assets bring new trading opportunities, attract different types of traders, and potentially drive even more liquidity.
this is exactly the kind of RWA adoption I've been looking forward to.
not just tokenizing assets for the sake of it, but actually bringing them into ecosystems where people can trade and use them.
Dinari is making an interesting move here, and I'm excited to see how this plays out. https://x.com/Hercules_Defi/status/2103063326322524475