# RWA — X 热门讨论 (2026-09-30 22:57 UTC)
## @Next100XGEMS (Next 100X GEMS) · 09-30 21:39 · ♥129 ↻106 💬7 Stocks are now the growth engine of RWAs.
Tokenized stocks went from about $0.7B in January to $3B in September. The wider RWA market is at $38B, up 50% this year. Stocks already make up roughly 8% of it.
bStocks launched in late June and is already around $0.8B. That is about a quarter of the whole sector, and it is the most transferred tokenized stock on chain. https://x.com/Next100XGEMS/status/2105412133861376335
## @0xTharmas (Tharmas) · 09-30 16:59 · ♥41 ↻8 💬5 I started building EARN because I believe tokenized assets will be the biggest opportunity in crypto.
Now we're taking on one of the largest markets in global finance.
Robinhood is bringing RWAs onchain and giving us the ability to build entirely new primitives around them for the first time, and yield was the most interesting place to start.
That's why I originally built Omnipools. The idea was to let users earn yield on multiple assets in a single position rather than through isolated pools or vaults. Nobody had built anything like it on RH, and it's still the only multi-asset AMM infra on the chain.
But the more I built with it, the more I realized yield was only a small part of what it was capable of.
An ETF is essentially a basket of assets packaged into a single tradable position. It's become a massive part of global markets, but it still has many of the limitations of TradFi.
ETFs aren't permissionless, they only trade during market hours through layers of institutions, they're not composable or yield-generating, and there's very little you can actually do with the position beyond owning and trading it.
Onchain, a far better product can be built.
For example, TradFi ETFs have to pay to rebalance, which ultimately becomes a cost for the holder. EARN Traded Funds completely flip this because they're built on an Omnipool AMM that automatically rebalances through arbitrage, which instead generates yield for holders.
An EARN Traded Fund can be created permissionlessly, owned and traded by anyone 24/7, while the assets inside become productive liquidity that generates yield. The Omnipool architecture means the fund itself also becomes a composable DeFi block that other protocols can build around.
That's when it became very clear to me that we'd built the tech for a fundamentally better version of an ETF.
I've spent the last few months constantly experimenting with EARN, launching new primitives and trying to figure out exactly where the biggest opportunity is.
In crypto there are always new narratives to chase, and most of them die after a couple of weeks.
I'm not building EARN to become another protocol riding RWA hype. I genuinely believe it can play a significant role in disrupting TradFi with new primitives, and this is by far the biggest opportunity I've found to make that happen.
Yield is still a big part of that because I believe assets need an incentive to actually come onchain, but it is now one part of something much bigger.
EARN Traded Funds are the core focus of EARN going forward.
They're built on the Omnipool technology we've already developed, but this goes far beyond what we originally set out to do.
Our partnerships, integrations and future features will be built around making EARN Traded Funds more productive, more composable and ultimately capable of becoming an entirely new financial primitive that can rival TradFi.
The EARN token will also become increasingly important. A share of fees from every ETF goes towards EARN burns, and I'm working on a new model for bootstrapping fund liquidity, with EARN playing a key role in how incentives are allocated.
It's a $24 trillion market and EARN has a chance to disrupt it.
It's time to go all-in. > 引用 @EARNONHOOD: Introducing EARN Traded Funds.
We're reinventing ETFs onchain: permissionless to create, composable, and yield-generating through productive liquidity, powered by our Omnipool infrastructure.
EARN is disrupting the $24 trillion ETF market. https://t.co/rhuZhAtRyg https://x.com/0xTharmas/status/2105341752630813073
## @FrankLambeek (ItsFrank) · 09-30 19:01 · ♥41 ↻2 💬4 Another ATH for ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 Stocks.
$1.26B+ in TVL.
450+ tokenised stocks & ETFs.
$28B+ in cumulative volume.
And hundreds of thousands of holders.
Tokenised equities aren't looking like a short-term experiment anymore.
RWA adoption is moving fast. > 引用 @Ondo: Another all-time high for Ondo Stocks.
Ondo Stocks have climbed to $1.26 billion+ in TVL across 450+ tokenized stocks & ETFs.
Driven by hundreds of thousands of holders and over $28B in cumulative volume, tokenized stocks show no signs of slowing down. https://t.co/lmp5w52eSR https://x.com/FrankLambeek/status/2105372368994513277
## @kigalitoday (Kigali Today) · 09-30 16:27 · ♥42 ↻0 💬0 Umunyamerika Leonard Craig Randall II, umukinnyi wa Basketball wa APR BBC, yasuye Urwibutso rwa Jenoside rwa Kigali, aho yunamiye inzirakarengane zazize Jenoside yakorewe Abatutsi mu 1994.
Yanasuye ibice bitandukanye by’Urwibutso bigaragaza amateka ya Jenoside, ububi bwayo n’urugendo rw’u Rwanda rwo kwiyubaka. https://x.com/kigalitoday/status/2105333777383703027