# RWA — X 热门讨论 (2026-09-26 18:59 UTC)
## @Janumetax (JÅÑÛ) · 09-26 16:46 · ♥56 ↻1 💬67 One thing I have been paying more attention to on @PlayOnMint is the XP side of the experience
It is easy to focus only on whether a game goes your way
But there is another progression happening while you play
Your activity builds XP and that gives you something else to track during a session
From there the bigger MINT loop starts making sense
Play → earn XP → work toward $MNTD → stake → build MINT Status
And Status can connect to rewards like rakeback daily rewards weekly lossback raffles airdrops and staking rewards
I like systems where the reward layer is connected to what you are actually doing on the platform
That makes XP feel more meaningful than just watching a number go up
I am still exploring MINT but this is one part of @PlayOnMint that makes the ecosystem worth looking into
> I like projects that make your activity useful instead of just making it visible
That is what keeps pulling me back to @NucleusCodes
Your onchain activity becomes Signal
Your social and offchain contribution becomes Nexus
Then Nucleus uses that context across areas like NFTs DeFi AI RWA gaming and memecoins
$AURA sits above these reputation layers and helps connect your profile with the wider ecosystem
The interesting part is what comes next
Contribution → Reputation → Access
You are not just building a number
You are building a track record that can help surface opportunities relevant to what you actually do
That is the kind of reputation infrastructure I want to see more of in Web3 🧠 https://x.com/Janumetax/status/2103889005133922763
## @koolkrypto223 (KoolKrypto) · 09-26 18:21 · ♥85 ↻6 💬9 Interesting discourse around the remaining $HYPE earmarked as rewards/community and a S3 airdrop. My take:
1. Jeff owes us nothing. Full stop, I'd feel zero betrayal if I never earned another free $HYPE. I understand that I'm biased as a large holder who already received a large airdrop, but airdrops are meant to be discretionary onboarding/bootstraping mechanisms, not charities. Anything above 0% is more than we'd get in TradFi.
2. Continuing from above, more distributions should only be done if they can reasonably be considered to be accretive to current tokenholders/revenue/token price. @hyunsujung_ made a very good point recently that it's entirely reasonable to think even just a 1% supply airdrop, which is already larger than most other tokens, could absolutely generate more revenue than it costs if done properly.
3. That said, @HyperliquidX is dominating RWA and crypto perps right now. They don't seem interested in vanilla options yet, HIP4 seems a bit shelved at the moment, and the HyperEVM has gotten absolutely zero love. Using incentives for something that people are already choosing to use for free seems sub-optimal. Generating new revenue lines, attracting new consumer bases, and cementing valuable partnerships could be accretive; subsidizing wash trading under the guise of "decentralization" or keeping promises is pointless.
4. Current $HYPE holders are WAY more important than "decentralization" theatre. Like any equity, they have a responsibility to maximize tokenholder value. That doesn't mean they can't choose to sacrifice some short term supply for longer term gains, but decentralization for the sake of decentralization means nothing if it means current $HYPE holders lose confidence. This has been at least part of the reason $ETH has suffered. The $ETH foundation has generally seemed to disregard token price in favour of a longer term vision towards decentralization. For better or worse, strong token price is the best onboarding mechanism.
TLDR: I would be shocked if the rewards are used for just 40 years of staking emissions, I would be shocked if more than a percent or two was ever emitted in a single year. Probably ends up being somewhere in between, and we should all trust Jeff and team to use the rewards to strengthen the protocol and not expect charity. I highly doubt intentionally trying to farm S3 is profitable right now, just use the platform organically and be pleasantly surprised if you get something. If you really do want to maximize your potential but unlikely future airdrop, think of what business lines they'd want to subsidize, so possibly HIP4/HyperEVM, though still very unlikely. https://x.com/koolkrypto223/status/2103912752981176729
## @stacy_muur (Stacy Muur) · 09-26 16:17 · ♥58 ↻10 💬25 I think people are underselling RWA perps by calling them “24/7 stocks.”
The pre-IPO angle here is way more interesting.
@CoinMarketCap has already tracked $6.4B in pre-IPO perp volume across names like SpaceX, OpenAI, and Anthropic.
That means there's a lot of interest in trading them.
Btw, trading these pre-IPO perps doesn’t mean you’re buying shares. You’re actually trading the market-implied valuation of these companies before they go public.
Being able to trade stocks on a Sunday is a nice advantage. But that mostly extends access to markets retail already has.
And pre-IPO perps open exposure to companies like OpenAI or SpaceX that most retail investors otherwise can’t trade before they go public.
Not bad. > 引用 @a16zcrypto: The rise of the $100-billion RWA perp market https://x.com/stacy_muur/status/2103881533480489101
## @Hiraweb3 (hira) · 09-26 17:46 · ♥41 ↻1 💬49 $SOL is waking up.
I’m starting to think the market is seriously underestimating what $SOL is setting up for October.
The latest ML model puts SOL around $125 by October 1, but I think the number itself is the least interesting part.
I’m watching ETF money keep flowing in while Solana’s RWA footprint pushes past $4B.
That tells me this move isn’t being driven by retail hype alone.
Momentum is getting hot and RSI is already near 70, so I wouldn’t be surprised to see some volatility.
But if SOL keeps absorbing that pressure, I think October could get very interesting.
I’m watching $125 as the first test, not the finish line. https://x.com/Hiraweb3/status/2103904094960455946
## @Defi_Rocketeer (Defi Rocketeer) · 09-26 15:12 · ♥63 ↻5 💬19 RWA is becoming much more diverse than just tokenized Treasuries or stocks
One direction i find pretty interesting is machine finance: bringing revenue from real-world operating machines onchain.
@DualMintRWA PLAY is one example: 200 operating claw machines.
i find the model pretty easy to understand: Real users play → machines generate revenue → real-world machine revenue moves onchain through Solana.
instead of relying on token emissions or speculative loops, PLAY targets 12–15% annual yield from real machine revenue, with monthly distributions.
Another part I find interesting is the verification.
Each machine has its own Machine ID. Plays and revenue are recorded, then reconciled before the data is brought onchain.
to me, PLAY shows a pretty new direction for RWA: machine finance, bringing revenue from real-world machines onchain.
PLAY is targeting $230K in deposits, and pre-deposit is now open.
i'm pretty curious to see how far this machine finance direction can go.
Steel earns it. Solana moves it.
i've followed @DualMintRWA + @stardotfun to keep an eye on PLAY https://x.com/Defi_Rocketeer/status/2103865182737068187
## @0xAltKing (The Altcoin KING) · 09-26 16:34 · ♥61 ↻0 💬28 Most RWA projects talk about bringing real-world assets onchain.
@DualMintRWA is taking a different route by bringing the revenue from 200 operating claw machines onto Solana.
Here’s how $PLAY works:
The machines generate revenue from people using them, and that real-world income is the foundation of the product.
DualMint is targeting a 12–15% annual yield, with distributions made monthly.
The yield depends on the revenue generated by the machines, so the target is not guaranteed.
The setup is pretty straightforward:
→ 200 operating claw machines generate revenue → That revenue supports the returns for $PLAY holders → Distributions are made monthly → Solana provides the infrastructure for the onchain side
$PLAY has a $230K deposit target, and pre-deposits opened on September 22. For me, this is a practical way to approach real-world assets.
The machines already have a purpose, people use them, and that activity generates the revenue behind the product.
It also gives people a way to gain exposure to the income from physical equipment through an onchain product.
The Steel earns it while Solana moves it.
That’s the idea behind $PLAY, and it will be worth watching how this model develops.
Check out @DualMintRWA for more details. https://x.com/0xAltKing/status/2103886009544872054
## @andrewmoh (andrew.moh) · 09-26 16:13 · ♥45 ↻3 💬21 a 110% jump in 30 days. retail RWA distribution on @Mantle_Official is expanding fast.
so which RWAs actually fit retail users?
+ tokenized stocks via @xStocksFi, with tokenized indexes as the steadier pick
+ tokenized commodities: gold, silver, oil
+ yield-bearing assets like syrupUSDT from @maplefinance
tokenized stocks are leading adoption right now: 1,000+ assets, 30k+ holders.
and there's more on top: + holding any xStocks earns xStock Points automatically + some pairs on @Fluxion_network pay up to 5.2%, so you earn twice
➜ RWA on Mantle is still early in its expansion phase. worth paying attention now, not later. > 引用 @Mantle_Official: Not a bad way to end the week with another high.
Total distributed asset value on Mantle surpassed $476M, marking our second all-time high this week, alongside our growing total RWA count.
Greater capital in motion, greater access to global capital markets, without borders. https://t.co/Pfny9UCWXr https://x.com/andrewmoh/status/2103880562448732632
## @CristianIonita6 (Criskross 🇪🇸) · 09-26 17:07 · ♥51 ↻10 💬0 Don’t wait for a mystery announcement. $VELO already shipped the consumer layer: Orbit Plus, fiat off-ramp, Zebec card, multi-chain (Nova, #BSC , #ETH , #Base , #AVAX ). October = start of Q4. The official next block is the settlement network — licensed ASEAN rails + RWA tokenization at scale. Watch: Card usage after the Zebec launch Off-ramp expansion beyond #Indonesia White-label / merchant payments Treasury pilot + later $VELO staking (roadmap: Q4 → early 2027) Utility first🔥 @veloprotocol https://x.com/CristianIonita6/status/2103894118971678905
## @crypto_vicexrp (Thomas Laresca) · 09-26 18:04 · ♥41 ↻4 💬0 🚨 XRP — September 26
XRP may be facing short-term pressure, but the bigger story is what’s happening beyond the daily price action.
RWA tokenization on the XRP Ledger continues to gain attention, with the potential for the market to grow into the hundreds of trillions of dollars over time.
Don’t just watch the price. Learn the technology, follow the adoption, and understand the bigger picture.
Follow me for more XRP updates and repost this to help spread the information. What’s coming next could be shocking. 👀🚀
#XRP #XRPCommunity #XRPArmy #XRPL #RWA #Crypto #GOD https://x.com/crypto_vicexrp/status/2103908691967938702