# RWA — X 热门讨论 (2026-09-30 09:50 UTC)

## @kri_krypto (Kri_Krypto) · 09-30 08:13 · ♥46 ↻14 💬15 RWA IS ENTERING A DIFFERENT PHASE

The more I look into RWAs, the more I think the interesting part is no longer just putting real-world assets onchain.

It’s what those assets can actually do once they’re there.

Dune is already tracking $32B+ across 2,600+ RWA products and 21 chains:

✦ $16.5B fixed income ✦ $7.6B credit ✦ $5.5B commodities ✦ $2.5B equities

And what caught my attention is that these pieces are starting to connect.

$ONDO @Ondo → DISTRIBUTION

On Sept. 16, Oasis Pro joined DTCC Fund/SERV as its first tokenization-platform member.

Fund/SERV handles 85%+ of U.S. mutual-fund transaction activity.

To me, that matters because tokenized funds are starting to get access to the same distribution infrastructure traditional funds already use.

$HYPE @HyperliquidX → TRADING

RWA perpetuals have now reached $2B in open interest.

Gold + equities accounted for 51% of Hyperliquid volume in July, compared with just 0.2% a year earlier.

And 97% of that gold/equity volume was perps rather than spot.

That tells me RWAs aren’t just becoming assets people hold.

They’re becoming assets people can trade, hedge and leverage.

There’s also a separate catalyst here: ~14.2M HYPE is scheduled to unlock Sept. 29, roughly 1.4% of supply.

That’s a supply event, though, and separate from the RWA thesis.

CREDIT → COLLATERAL

Tokenized credit has reached $7.6B and represents 76% of tracked RWA lending collateral.

This is another part I find interesting.

These assets aren’t just sitting in wallets anymore. They’re increasingly becoming usable inside lending markets.

$QNT @quantnetwork → MONEY

The Clearing House selected Quant for its On-Chain Money initiative, covering interoperability, orchestration and transaction management for tokenized deposits.

The system connects with RTP and CHIPS, with participating institutions expected in H1 2027.

The bigger picture here is tokenized deposits moving toward existing payment infrastructure.

$GRT @graphprotocol → DATA

On Oct. 8, BNB Chain and Polygon Subgraph Studio traffic moves onto The Graph Network.

The Graph has already processed 1.27T+ queries across 75K+ projects and 60+ networks.

More traffic means more activity flowing through the network, with GRT serving as the work utility token.

DTCC @The_DTCC → SETTLEMENT

DTCC has already processed production trades involving tokenized securities across Treasury/repo, equity DVP, collateral and securities lending.

Its Tokenization Service is targeted for October 2026.

So settlement itself is moving closer to the same rails where these assets live.

And this is where I think the RWA story gets really interesting:

TOKENIZE → DISTRIBUTE → TRADE → USE AS COLLATERAL → SETTLE → MOVE MONEY → PROCESS DATA

The first phase was basically proving that real-world assets can exist onchain.

The next phase is about making those assets useful across the financial system.

That shift is what I’m paying much more attention to now.

Not just “what assets are being tokenized?”

But:

“What can you actually do with them once they’re onchain?”

That’s where I think the bigger RWA opportunity starts to become visible.

My opinion based on the data I’ve reviewed. Not financial advice. https://x.com/kri_krypto/status/2105209364059464050

## @HederaKimchi (kimcĦi.ℏ/acc) · 09-30 02:37 · ♥41 ↻21 💬2 💹 SODAX & SaucerSwap Partner for Cross-Network Swaps

@SaucerSwapLabs, @hedera's leading DEX with $6B+ in all-time trading volume, is integrating the @gosodax SDK to enable cross-network swaps and access to @RobinhoodApp's tokenized stocks.

🔗 Cross-Network Trading • Unified liquidity across EVM & non-EVM networks • SODAX handles routing & settlement • Single-transaction swaps without complex bridging

📈 Robinhood Tokenized Stocks Hedera users will be able to swap hedera-hashgraph:native or $USDC into assets such as $TSLA, $NVDA & $SPCX directly on SaucerSwap. • Native Hedera HTS assets • ERC-20 compatible • Community-selected stocks launching first

⚡ RWA Expansion The integration connects Hedera users with tokenized real-world assets while allowing SaucerSwap to access broader liquidity without building separate pools for every network.

🚀 What’s Next SaucerSwap plans to expand support for additional tokenized stocks, assets, and networks through SODAX. > 引用 @gosodax: SODAX and SaucerSwap Partner for Cross-Network Swaps and Robinhood Stocks https://x.com/HederaKimchi/status/2105124824251334861

## @Mars_DeFi (Mars_DeFi) · 09-30 05:32 · ♥44 ↻2 💬18 September marked a sharp slowdown in crypto fundraising.

Projects raised $664.5M this month, down 58% from August’s $1.59B and over 80% below May’s $3.9B peak.

Unlike the headline figures, however, the underlying themes remained fairly consistent.

Stablecoins, payments, tokenization, institutional markets, RWA and AI continued to attract capital as investors concentrated their bets around infrastructure with clearer paths to real world adoption.

M&A activity was also notable, with strategic acquisitions spanning payments, prediction markets, analytics, DePIN and blockchain infrastructure.

Here’s a comprehensive look at the projects that got funded or acquired in September. https://x.com/Mars_DeFi/status/2105168822068187612