# RWA — X 热门讨论 (2026-09-28 08:43 UTC)
## @0xaurSkyo (橘子 ∑:∞) · 09-28 05:54 · ♥40 ↻0 💬38 Flap 把牌翻到了 Base。🦋
目前已经支持 @base 上的 stock-paired token，链上 Token 现在可以直接和 RWA 资产组成交易对。
继续战壕 @flapdotsh @irene_cc06 https://t.co/J2Axg0CTDw https://x.com/0xaurSkyo/status/2104449643988000807
## @westBfieldLa (❌'s in my Future 🚢🏗️📃📦👑) · 09-28 06:41 · ♥47 ↻12 💬5 Gm🍵
XDC growth don’t lie:
-JP Morgan + Enigio + XDC
-Securitize + BlackRock
-Archax: tokenized MMFs / CRE with Verseprop, Spitfire, Daizun
-Yieldteq
-Tradeflow Capital Management
-RWA.xyz
-Plug and Play: RWA + AI-agent accelerator still running
-Abu Dhabi Global Market
-RocketX
-Ramco
Singapore IMDA: TradeTrust for MLETR-compliant digital trade
-Lloyds Bank: invested in Enigio for first UK EDT-compliant digital trade
-ICC: awarded Lloyds & Enigio for interoperable digital trade
-SERPRO (Brazil govt): KYC/AML + biometrics
ITFA: only public blockchain that’s a member
-Digital Economy Australia
DMCC + ComTech Gold: tokenized gold, bars vaulted via ComTech
-Panama Digital Chamber of Commerce
UK Parliament: written evidence for EDTA digital trade
-Docusign: cites Enigio’s digital-document patent
-Securrency
-FRAC: Malaysia Digital status
-Deutsche Telekom MMS (validator)
-Hyperledger Fabric
-IAIS
-BAFT
-R3 Corda
-SBI XDC APAC
-TFDI / DNI
-Lab 577
-Circle: native USDC + CCTP V2 live
-USDC / EURS / AUDD
-BIGG Digital Assets
-Mercado Bitcoin
-LiQi Brazil: $500M USDC on the network
-Assetera: MiFID II tokenized securities
-Kasu Finance: XDC Ventures into private-credit rails
What’s new:
-Contour acquired: digitized LCs, old HSBC/Citi/StanChart trade-finance rails
-CRYMBO: FATF Travel Rule + KYC/AML
-VERT Capital + UISA: first Brazilian CRA on-chain; path to $1B RWAs
-Murundi Group: India–Australia MLETR trade corridor
-Commodity Trading Club: exclusive L1 partner, 150k+ traders
-Chainlink CCIP
Bridge (Stripe): fiat ramps + near-real-time stablecoin settlement
XDC AI: agents pay in USDC
-PayGo402 / x402: machine-to-machine settlement
-Dfns + IBM Digital Asset Haven: institutional wallets / enterprise access
-BitGo / Hex Trust / Utila: custody stack
-Uphold + Kiln: on-chain staking
-21Shares ETP + MVXDC on Bloomberg
-MiCA white paper published
-SBI + TOPPAN + Ginco: Osaka trade-finance subsidy (vLEI + factoring)
-SBI XDC APAC + University of Tsukuba: joint research
-ANBIMA Brazil: Itaú + 50+ institutions on tokenized bonds
-Crystal Intelligence: RWA / compliance analytics
-Bybit: USDC liquidity on XDC
-Curve Finance: DEX live on XDC
-BASIS.pro: institutional yield infra
-Alchemy Pay / OrbitX: ramps + corporate cards
-New institutional validators: NTT DOCOMO GLOBAL, Clear Street, Hex Trust, DSRV, SettleMint, CertiK, Animoca, HashKey Cloud, Republic, Clearpool, UOB Ventures, Cumberland
~$1B+ tokenized on-chain. RWAs leading. Native USDC live. https://x.com/westBfieldLa/status/2104461424080613666
## @ANCrypto_ (AN Crypto) · 09-28 00:52 · ♥43 ↻4 💬6 🪙 SEI (@SeiNetwork ) WEEKLY UPDATE — SEPT 28, 2026 with ANCRYPTO
$SEI is having a breakout week, rising from ~$0.038 earlier this month to $0.0838, up around 120% in September and 57.4% over the past 7 days.
📊 MARKET SNAPSHOT
$SEI: $0.0838 | +17.2% 24h Market Cap: $562M 24h Volume: $143.5M 7D Volume: ~$1.17B Rank: #85
🚀 1. STAKED SEI ETF — AMENDMENT #2 On Sept 21, Canary Capital filed Amendment No. 2 for its Staked SEI ETF S-1. • Custodian: BitGo Trust Company • ~90% of fund SEI intended to be staked • Proposed listing: Cboe BZX • Ticker: not yet announced SEI jumped roughly 30% within 24h after the filing, while trading volume surged. Important: this is still a filing, not an SEC approval.
⚡ 2. GIGA UPGRADE
Two of Giga’s three layers are already live on mainnet:
• Ares — Execution: Live since v6.6 • Eidos — Storage: Live since v6.6 • Autobahn — Consensus: Still pending A FlatKV benchmark on Sept 1 reached 205,913 TPS average throughput over 24h. The long-term target is 200K+ TPS with sub-400ms finality, but Autobahn is still required to unlock the full Giga architecture.
🏦 3. RWA & TOKENIZED FUNDS
Sei is expanding beyond its original trading-focused narrative.
• Apollo + Ondo tokenized fund: ~$114M onchain • Sei is reportedly the third-largest network for Ondo USDY • Tokenized Treasury products are live for eligible non-US users
This adds an institutional RWA component to the Sei ecosystem.
📈 4. TECHNICAL STRUCTURE
RSI(14): ~82.46 → extremely overbought 20D SMA: $0.0506 50D SMA: $0.0467 200D SMA: $0.0533 24h Volume: $143.5M Support: $0.072 → $0.062 → $0.053 Resistance: $0.092 → $0.10 → $0.12 The trend is strong, but the distance from the major moving averages shows how extended the current move has become.
🔥 5. MARKET SENTIMENT
Fear & Greed: 72–74 — Greed
SEI gained 57.4% over the week, putting it among the strongest large-cap movers during this period.
Social sentiment remains mildly bullish, while Coinbase user activity also showed a strong buying bias.
⚠️ 6. KEY RISKS
• RSI above 82 → elevated pullback risk • Staked SEI ETF is still awaiting approval • Autobahn has not reached mainnet yet • FDV remains above market cap, creating future dilution considerations • SEI remains well below its previous ATH
🧠 ANCRYPTO VIEW
SEI currently has three major narratives working together:
1. Staked ETF 2. Giga upgrade 3. Institutional RWA adoption
But the short-term chart is already extremely extended. The key question now is whether SEI can convert the current narrative into sustainable network usage and adoption, especially once Autobahn goes live.
⚠️ WATCH Keep an eye on: • SEC developments around the Staked SEI ETF • Autobahn mainnet timeline • $0.072 / $0.062 support • RWA capital growth on Sei • Whether volume remains strong after the initial breakout
#Crypto #SEI #SeiNetwork #RWA #Layer1 > 引用 @ANCrypto_: 🪙 SEI LATEST UPDATE — SEPT 26, 2026 @SeiNetwork
$SEI is making a strong move, rising from around $0.038 earlier this month to $0.0736, representing approximately +94% monthly growth.
Two major catalysts are driving attention: the proposed Canary Capital Staked SEI ETF and the ongoing Giga network upgrade.
But with RSI above 73, momentum is becoming increasingly overheated.
📊 MARKET SNAPSHOT
$SEI: $0.0736 | +19% 24H Market Cap: $495M | #83 24H Volume: $205M Monthly Performance: ~+94% RSI(14): 73.89 Open Interest: ~$95M
🏦 1. STAKED SEI ETF — THE MAIN CATALYST On September 21, Canary Capital filed Amendment No. 2 for its Staked SEI ETF S-1 with the SEC. Key details: • Up to 90% of fund assets targeted for staking • BitGo as the sole custodian • Proposed listing on Cboe BZX • Canary's third staking ETF filing after TRX and SUI products Following the filing, $SEI reportedly gained around 25–30% in 24 hours, while volume increased sharply. The ETF has not yet been approved. Its potential impact depends on regulatory approval, actual inflows and how much SEI is ultimately staked.
⚡ 2. GIGA UPGRADE — SCALING SEI
Sei's Giga upgrade aims to achieve:
200,000+ TPS + sub-400ms finality
Recent milestones highlighted in the source:
• Aug 4: Sei v6.6 mainnet, introducing Ares and Eidos • Aug 18: Eidos storage blueprint • Sept 1: FlatKV benchmark reached 205,913 TPS average throughput over 24 hours • Sept 23: Hermes consensus reached 100,000 TPS with 68ms finality in a lab environment The remaining major component is the Autobahn consensus layer, which is intended to support the next stage of the performance roadmap. The key challenge is translating lab benchmarks into reliable, publicly verifiable mainnet performance.
🏗️ 3. RWA & DEFI ECOSYSTEM
Sei continues expanding across institutional assets and DeFi infrastructure.
Notable developments mentioned in the source:
• Hamilton Lane SCOPE fund • Apollo + Ondo tokenized fund • Ondo USDY • Morpho lending • DragonSwap V2 • Rubicon liquid staking • Fiamma Bitcoin bridge • Fluxa aggregator • Moralis developer integration
Coinbase also moved SEI trading to Sei EVM in April 2026, while SIP-5 introduced a post-quantum upgrade framework.
The ecosystem thesis is increasingly focused on RWA, trading and high-throughput EVM applications.
📈 4. TECHNICAL STRUCTURE
$SEI has broken out from the previous $0.038–0.052 accumulation range. Key indicators: RSI: 73.89 50-Day SMA: $0.046 200-Day SMA: $0.053 Volatility: 10.18% Important levels:
🔴 Resistance: $0.0736 and above 🟢 Key support: $0.052 🟢 Pullback zones: $0.055–0.065 (levels cited in the source's scenario analysis)
With the monthly gain approaching 100%, a period of consolidation or a pullback would be consistent with the elevated volatility—but it is not guaranteed.
⚠️ 5. KEY RISKS
• RSI in overbought territory • Staked SEI ETF remains unapproved • September unlock of approximately 111.5M SEI • Market cap vs FDV gap: $495M vs $735M • Competition from Solana, Sui, Aptos and Monad • Execution risk surrounding the Giga upgrade • Potential sell-the-news reaction to ETF developments
🧠 ANCRYPTO VIEW
The current $SEI narrative combines ETF expectations, high-performance infrastructure and RWA ecosystem growth.
The Staked SEI ETF could introduce a new institutional access route if approved, while Giga's progress is designed to improve execution speed and scalability.
However, the market is already pricing in strong expectations after a ~94% monthly increase. The important question is whether upcoming catalysts can deliver measurable adoption—not simply short-term momentum.
⚠️ WATCH • SEC updates on the Staked SEI ETF • Autobahn consensus and public testnet progress • Whether $0.052 remains a key support • SEI unlock schedule and circulating supply • RWA TVL and DeFi activity • Open interest and liquidation risk • Real-world mainnet performance vs lab benchmarks #Crypto #SEI #SeiNetwork #RWA #Layer1 https://x.com/ANCrypto_/status/2104373721041645923