# RWA — X 热门讨论 (2026-10-01 13:08 UTC)
## @TheVictorBuilds (TheVictorBuilds) · 10-01 09:12 · ♥41 ↻27 💬41 THE DEATH OF RISK ASSETS IS BEING BROADCAST LIVE ON THE TREASURY CURVE
10y yields just smashed through 5.33% hitting highs we havent seen since 2002. Oil is ripping again with Brent almost at $100 a barrel and WTI crossing 91 bucks. Meanwhile gold is bleeding out dropping almost 20 dollars down to 4155. The macro market is screaming that inflation is sticky and the fed is going to hold rates at the ceiling way longer than any retail trader has mapped out. We are entering a brutal regime where the risk free rate is choking out everything else and capital has zero reason to move out on the risk curve. If you think your favorite layer 2 token is immune to a 5.3% treasury yield you are completely mispricing reality.
When oil spikes 2% in a single day like this it drags CPI up with it forcing central banks into a tight corner. Global liquidity is shrinking fast. Onchain we are seeing this rotation play out in real time as whales de risk. TVL in defi is drying up because institutional capital wont take smart contract risk for a 4% farming yield when they can get over 5% backed by the US government. The micro structure for altcoins looks fundamentally broken right now. Massive VC token unlocks scheduled over the next 45 days are going to hit order books that have absolutely zero spot bids to absorb the pressure. Project founders are praying for a macro pivot that simply isnt coming while oil prints higher highs and bond vigilantes control the narrative. Look at the order flow on major exchanges today. Spot volume is completely dead outside of a few isolated manipulation events. Market makers are pulling liquidity because the cost of capital is too damn high to justify holding heavy inventory in long tail assets.
This isnt the time to be a hero catching falling knives in illiquid governance tokens. The only play here is defensive capital preservation and frontrunning the rotation into onchain real world assets. Protocols offering tokenized treasuries are about to suck up all the remaining stablecoin liquidity in the ecosystem. Park your capital in RWA vaults earning that sweet 5% risk free yield and wait for the 10y curve to actually show structural weakness. Until bond yields roll over and crude oil dumps hard, surviving the liquidity drain is your only real edge. The next bull run only rewards the players who didnt blow up their accounts fighting the fed. Let the tourists bid up vaporware while the smart money sits in stables collecting yield. > 引用 @TheVictorBuilds: BASE BUILT THE RAILS FOR A TRILLION DOLLAR INSTITUTIONAL WALL STREET
@base shipped their Cobalt mainnet upgrade yesterday and 99% of crypto Twitter completely completely missed the point. They think it is just another tech update or some minor speed boost. It is not. Cobalt just rolled out Validity Transactions and a massive overhaul to the B20 asset standard. Let me break down why this matters right now. Validity transactions allow for conditional onchain submissions. You attach specific conditions to your trade. If those parameters are met, it executes. If not, the transaction never even gets included in a block.
What does this mean? It means your trade stays completely private until execution. We are talking about built in dark pool mechanics and frontrunning protection baked straight into the protocol level. Add in the new B20 updates where token issuers can now use Composite Policies to read combined allowlists and blocklists live during transfers. Issuers can even seize and move funds instead of burning them. Complete centralized control wrapped in decentralized rails.
You have to look at the macro picture to understand why Coinbase pushed this now. The 30 year Treasury yield just tapped 5.58% and the 10 year is sitting at 5.26%. Capital costs are astronomical and TradFi is fighting for every single basis point of efficiency. At the exact same time we have BlackRock adding $29 billion to their crypto portfolio in Q3 alone while retail platforms spin up 10x leverage casino games. Wall Street wants to bridge their real assets onchain but they absolutely demand two things before deploying heavy capital: execution privacy and draconian compliance tools. Cobalt delivers exactly this. The micro tokenomics of the B20 standard integrating ERC8056 compatibility means real world assets and tokenized equities finally have a compliant home. The issuer gets total control. They can enforce identity checks and sanction screening on the fly. It is a regulatory dream setup.
The capital rotation here is obvious but most are too slow to see it. Liquidity is going to aggressively funnel toward permissioned DeFi and compliant RWA infrastructure on Base. The days of pure wild west yield farming are dead money. The real alpha is positioning in protocols that are integrating these new B20 schedule multipliers and Validity Transactions to capture institutional flow. If you are blindly longing old L2 goverance tokens you are going to get left behind. Start looking at infrastructure plays and OTC platforms building on Base that can offer zero slippage institutional block trades using these conditional parameters. That is where the actual money is moving. https://x.com/TheVictorBuilds/status/2105586626567315749
## @Crypto_Pranjal (Pranjal Bora 🧭) · 10-01 12:18 · ♥56 ↻3 💬21 Finished Season 0 at rank #261 on Arcus.
✅ Now S1 is live, here are a few codes + tips to earn points:
1. Trading outside regular US market hours is boosted. Currently, that means before 1.30 PM UTC or after 8 PM UTC on normal trading days.
2. Stock tokens and other RWAs currently earn boosted points.
3. Volume isn’t everything. Arcus also considers how you trade, so simply generating more volume doesn’t guarantee more points.
4. Keeping collateral on Arcus also counts. Points aren’t only earned through trading.
The boosts can change, so keep an eye on updates.
My DMs are flooded with code requests, so I’m sharing 20 codes in the reply below. Check the reply and grab one. https://x.com/Crypto_Pranjal/status/2105633336559538565
## @RWA_Inc_ (RWA Global Inc. - www.rwa.inc) · 10-01 09:59 · ♥40 ↻17 💬8 New APY pools loading...
New partnerships brewing...
New clients sizzling...
New utility cooking... https://x.com/RWA_Inc_/status/2105598405024317938
## @fan128168 (CandyDD) · 10-01 10:07 · ♥41 ↻0 💬40 最近股票和 Meme 都没什么热点了，我又回归到链上折腾了～
8 月底我就接触了 @almanak，最近产品更新后，又重新把这套流程走了一遍
现在看 AI Agent，其实已经不关心它到底有多会聊天了
链上每天要看的东西太碎，找机会、研究标的、写策略、部署、盯执行～
真能帮我把这些事情一步步往前推进，才是我更需要的东西
这次我干脆在 Almanak 里完整跑了一遍： 一个链上 RWA 的想法，能不能从研究一路做到真正执行
我先从 RWA 区域开始看，里面已经可以看到股票、商品、ETF 这些链上资产和对应市场
为了方便理解，我直接选了最直观的黄金 PAXG
从 Gold Markets 找到 Ethereum 上的 PAXG / USDC 后，我给 Almanak Code 丢了一段很简单的自然语言：
在 Ethereum 上通过 Uniswap V3，用 10 USDC 一次性换成 PAXG，不加杠杆、不重复买入，成功后停止
后面它直接把这个想法做成了一套真实可查看的 Python 策略
USDC → PAXG 的 Intent.swap 、Uniswap V3、滑点、一次执行、防止重复买入这些逻辑，都能直接在源码里看到
这点对我来说比单纯收到一段 AI 建议有价值得多，毕竟涉及链上资金以后，策略准备怎么执行，自己能看见代码还是更放心
代码确认后，我也把 Deploy 完整走了一遍
创建 Safe Wallet、确认权限、准备 Gas、入金，再把 Agent 部署起来
中间还出了个很真实的小插曲😂
第一次 Safe 只到账 9.999313 USDC，比策略需要的 10U 少了不到 0.001U，Agent 直接 HOLD 了
后来我又补了 0.5 USDC，余额够了以后，Agent 才按照设定在 Uniswap V3 自动用 10 USDC 换入 0.00239173 PAXG
现在 Deploy 页面已经显示 Running，Safe 里也能看到 PAXG，链上交易同样可以查到
整个流程跑完以后，我对 Almanak 的理解也更直观了
AI 帮我研究、写策略、推进执行，钱包授权和入金这些关键步骤还是自己确认
以前分散在研究工具、代码、钱包里的事情，现在开始被串进同一套工作流里
至少对我这种又菜又爱玩链上的用户来说，比起只听 AI 跟我分析，亲手把一个小策略从想法跑到真实成交，体验确实完全不一样～
感兴趣的也可以自己进去玩玩： 🔗 Almanak：https://t.co/BMeN4SiKGB https://x.com/fan128168/status/2105600590244200686
## @Defi_Rocketeer (Defi Rocketeer) · 10-01 09:38 · ♥50 ↻4 💬22 RWA could be what brings NFTs back to life - just not as JPEGs
instead, #NFTs could become programmable accounts for financial assets
Tokenized stocks already crossed $3B market cap in September.
More importantly, their onchain transfers passed $100B in Q3, versus only ~$6B in Q1. The share being used in DeFi also grew from 1.8% to 6.3%.
So these assets are starting to do more than just sit in wallets.
This is where ERC-6551 becomes interesting.
It allows an #NFT to have its own account that can hold assets and interact with apps. One of the use cases mentioned directly in the standard is an investment portfolio made up of multiple fungible assets.
Imagine one NFT holding:
→ tokenized stocks → Treasuries → stablecoins → lending positions → rewards
You are no longer trading a JPEG.
You are trading a financial position wrapped inside one NFT.
@RobinhoodCrypto is already pushing the asset layer forward, with stock tokens available to eligible users in 120+ countries and designed to be used in lending or as collateral in DeFi.
That makes me think the next NFT opportunity may look very different from 2021.
Fungible tokens represent the assets. NFTs could represent the positions built around them.
maybe NFTs don't need another JPEG supercycle.
RWA might simply give them a new job.
if NFT × RWA really takes off, which project will be the first to stand out? https://x.com/Defi_Rocketeer/status/2105593289349169543
## @0xGiwax (0XGIWA) · 10-01 11:24 · ♥45 ↻2 💬24 Jumper has spent years aggregating fragmented liquidity.
With $JUMP, they is trying to aggregate something harder:
Incentives
the product thesis behind @jumperapp is straightforward.
onchain finance is scattered across chains, bridges, DEXs, yield protocols, RWA issuers and perps venues.
Jumper wants to bring those separate experiences into one consumer application.
> Bridge
> Swap
> Use advanced trading tools
> Access yield
> Trade tokenized assets.
> Eventually access multiple perps venues.
One app instead of five.
The September 22 announcement showed how Jumper intends to extend that same thinking beyond the product.
Jumper is spinning out from https://t.co/xZEYGWf7PC to become an independent consumer company.
The team also says they are not raising a separate equity round alongside $JUMP. Users, contributors and investors are intended to participate through the same asset which is a big deal imo
That’s where the token connects to the super-app thesis.
Most crypto projects aggregate products while fragmenting the upside.
Private investors hold the company equity.
The community holds a token sitting somewhere beside it.
Jumper is attempting to bring the product, distribution and people participating in its growth closer together.
Each new product can introduce another source of activity and potential revenue.
And Jumper isn’t starting from zero.
It already reports:
→ More than $40B in lifetime volume → Over 100,000 monthly active users → The #1 position in bridge aggregation → Growing activity across swaps, yield, advanced trading and tokenized assets
The product already exists.
The users already exist.
The token is being introduced around that existing distribution.
Of course, the structure alone doesn’t guarantee that $JUMP will capture value. Its utility, tokenholder rights and connection to the economics of the product still matter.
But this is a more coherent reason for a token to exist than launching one first and searching for utility afterwards.
The $JUMP sale is now live on @legiondotcc:
→ $75M valuation → $2M target and $3M hard cap → 50% unlocked at TGE → Remaining 50% released over four months → 33.33% community allocation → Applications close October 2 at 1 PM UTC
Submitting a pledge does not guarantee an allocation.
I’ve used Jumper since 2022. What interests me here isn’t simply that it now has a token.
It’s that the token is being introduced as part of the same bigger idea:
Bring more of onchain finance, and more of the people participating in it, under one roof.
Eligible users can apply here:
https://t.co/LLH6uyoI1W
Make the JUMP. https://x.com/0xGiwax/status/2105619924559249420
## @Jus7Degen (Jus7Degen) · 10-01 09:28 · ♥44 ↻10 💬5 $IOTA — IOTA
IOTA is one of crypto’s older infrastructure projects, now rebuilt as a modern Layer 1.
The idea is simple:
Create blockchain infrastructure for real-world trade, digital assets, and large-scale applications.
Current numbers:
- Price: ~$0.053 - Market cap: ~$246M - FDV: ~$264M - Circulating supply: ~4.67B IOTA - Total supply: ~4.99B IOTA - 24h volume: ~$23M
The narrative:
RWA. Global trade. DeFi. DePIN. Enterprise blockchain.
IOTA has shifted toward a Move-based Layer 1 architecture and is targeting real-world use cases such as trade infrastructure, identity, and tokenized assets.
One positive point is token supply.
More than 93% of the current total supply is already circulating, so the FDV gap is relatively small.
The main challenge is adoption after years of major technical changes.
If RWA + enterprise blockchain gets another rotation, $IOTA is one I’d keep on the radar.
Got a coin you want me to break down next? Drop it in the comments. 👇
Full research & setups on Telegram ↓ https://t.co/VUDDk1N8SJ https://x.com/Jus7Degen/status/2105590603438518582
## @RWAFoundation_ (RWA Foundation) · 10-01 10:46 · ♥51 ↻2 💬4 Stablecoin market cap grew $3.3B across the top 10 issuers in Q3 📈
@circle and @Ripple led the quarter, together adding $1.68B, just over half of the total.
Data via: @tokenterminal. https://t.co/vSPkHjtequ https://x.com/RWAFoundation_/status/2105610396661137658