# RWA — X 热门讨论 (2026-09-30 20:14 UTC)
## @Route2FI (Route 2 FI) · 09-30 18:57 · ♥127 ↻3 💬8 Decided to take part in the Jumper sale on Legion with a $25k deposit, this is my reflection on whether it is worth it or not.
Jumper has been my preferred bridge/swap for a while due to its close-to-zero fees. Earlier on, I've been using Stargate, Debridge, Synapse, among others. For swaps, I think it fills a similar role to DeFiLlama Swap, and I usually check which of the two is cheapest.
I believe many are like me here, that they compare several bridges/swaps to find the one that gives the best exchange rate.
So yeah, is it worth investing in $JUMP? Well, the thing is that they're moving beyond only bridge/swap, and plans to turn it into an everything Exchange: perps, RWA, earn, more Advanced trading, etc.
The $JUMP sale launches at a $75M FDV, with 4% allocated to the public sale. 50% is unlocked on TGE, and the last 50% is unlocked linearly over 4 months. Is a $75m FDV worth it in this market?
It depends whether the market sees it as a bridge token or as the everything app-token. They just recently turned on fees for swaps/bridging, so it's not easy to calculate what the token should be worth.
But to compare, Debridge is for example $220m FDV, and tbh they have high fees. Jumper is already the number 1 aggregator by bridging volume, and it feels wrong to not participate in a sale for the token of the market leader (even though the revenue picture for the future is a bit unclear).
Some questions I still feel are a bit unanswered, though, are: what role will @lifiprotocol play in this, and how much revenue can Jumper actually bring in here?
Community XP and the top 500 waitlist spots get priority for the sale btw. There is a minimum buy in of $1,000 which is positive, because it lurks out all the people that tried to "game" their XP Points.
IMO the biggest competitor is prob Relay atm, which I do also find cheap to use, but most often Jumper beats them in terms of fees. Now it is counter-intuitive though, because for the users you want low fees, but from a token perspective you want high fees (revenue generation).
Pretty long team- and investor unlocks, which should be positive initially. Already $22m deposited into the sale, so I doubt you can get in with a good size here, but it is worth trying.
The combination of a bullish market + the fact that @jumperapp is the market leader makes me think that the FDV can be justified.
Trying my luck here, and let's see if I can get a spot in the sale.
PS! Would prob slam harder than 25 bands, but it's already 22m (1,139% oversubscribed). The chances feel slim to get much in, and yeah, I guess my 25 will be slashed.
DYOR, NFA. https://x.com/Route2FI/status/2105371546990649584
## @AltCryptoGems (Sjuul | AltCryptoGems) · 09-30 19:26 · ♥81 ↻5 💬8 I quite often get the question: "What sectors in Crypto are you watching right now"?
Here they are:
- DePIN - RWA - Memes (yay) - Privacy - AI - Perp DEXs
I feel like if you get 1-2 tokens per sector, you're set for the next 12 - 24 months.
What's your favorite sector? https://x.com/AltCryptoGems/status/2105378647263822272
## @Mantle_Official (Mantle) · 09-30 16:19 · ♥44 ↻7 💬22 September was the month the tokenization supercycle took real form, and Mantle rode it hard.
We upgraded the rails, brought more institutions onchain, and widened global user access.
Back-to-back all-time highs in tokenized assets, alongside continued growth across institutional stablecoins and DeFi yield, all moving Mantle toward a more open, borderless financial system.
Here's everything we shipped:
1) Partnered with @Bybit_Ins and @FTDA_US to bring Franklin Templeton strategies onchain, expanding access for wallet-based investors.
2) Tokenized assets on Mantle climbed to 1,473, a new all-time high.
3) Distributed asset value on Mantle surpassed $476M, our second all-time high this month.
4) DeFi TVL on Mantle grew 44% to $98.82M in 30 days, led by @aave and @Fluxion_network per @DefiLlama.
5) $USDG by @Paxos went live on Mantle, joining @global_dollar as a Network Partner.
6) $SHEINx, @xStocksFi's tokenized equity of SHEIN, went live on @Fluxion_network days after its IPO.
7) Revealed the RWA Day speaker lineup with @byreal_io at @token2049 Singapore, featuring @grovedotfinance, @chainlink, @DMZ_Finance, and @TokenRelations.
8) Joining @CalBlockchain's B@B Hacks 2.0 on Oct 11 to guide top hackers building on Mantle, alongside @withAUSD, @Ripple, @Gemini, and @Lighter_xyz.
9) Mantle joins @kbwofficial, with @Gem3a and the KR Mantle Squad anchoring Mantle's RWA playbook.
10) Elysium, Mantle's latest infra upgrade, went live on Mantle Sepolia, Glamsterdam-ready ahead of @ethereum's next release.
11) @chainalysis's KYT now supports Mantle with real-time AML screening for issuers and institutions.
12) Our Reth-based Sequencer went live on Mantle Sepolia, unifying block production and ZK proving into one execution foundation. Mainnet next.
13) Mantle Squad closed out @DigitalChamber's TDC Convergence Forum NYC alongside @BlackRock, @Fidelity, @FireblocksHQ, @FalconXGlobal, and more.
14) @blockmachine_io's Mantle RPC went live with predictable costs, request-based pricing, and low-latency reads for real-time markets.
Other Ecosystem Updates:
15) @Bybit_Official launched its new financial platform, extending exchange trading into wealth management and yield products.
16) @chainlink's CCIP 2.0 went live, upgrading cross-chain infrastructure for institutional flows.
17) @Securitize brought @ARKInvest's ARK Venture Fund (ARKVX) onchain via @ethereum.
18) $USDG is now available on @StargateFinance, powered by @LayerZero_Core.
19) @xStocksFi crossed 400K unique holders, and launched xStocks Vaults on @KrakenFX and @KrakenPro.
20) @Paxos launched $PAXGy, a PAXG-backed token that grows in gold terms.
21) @redstone_defi earned ISO/IEC 27001:2022 certification, clearing the security bar for institutional and regulated deployments.
Q3 gave us a glimpse of what a more open financial system can look like.
Now, it’s time to take it further toward a world where global capital markets are within everyone’s reach, without borders.
Q4’s gonna be Mantle, let’s win and make it count. https://x.com/Mantle_Official/status/2105331634044289309
## @Hash_hopes (Hash) · 09-30 19:25 · ♥46 ↻9 💬6 hey fam,
im currently working on physical asset launchpad and OSINT tool.
we found that one of the biggest issuers that issued tokenized stocks can literally freeze, burn and remove those assets from your wallets without your permission/signature.
i understand this is done considering events such as suspended stocks or to stop trading for those stocks.
but somehow when theres no proof of reserves published and its a secret, millions of dollars in stocks are being traded onchain and theres no way to confirm onchain supply against underlying shares, its really scary haha.
i strongly believe a lot of institutions and HNWIs may not like it, its just my opinion haha.
i might be wrong about this though, its just what i think.
everyone who issues tokenized assets(specifically large institutions) should really release audit reports for proof of reserves.
when firms like dinari doing it so frequently, its necessary that exchanges should do it too.
whatever, we keep shipping.
tomorrow we will work on:
> polishing the protocol > working on rwa perps > working on our new launchpad concept and finetuning it for launch > working on adding and aggregating more cool assets and liquidity. > working on fixing all the bugs > working on preparing the protocol for trading competition > relaunching the AI terminal
and many more, i just listed a few haha.
lets build for 16 hours tomorrow, together.
goodnight! https://x.com/Hash_hopes/status/2105378510969950533
## @ThatAlexPalmer (Alex Palmer) · 09-30 18:23 · ♥45 ↻8 💬1 I’m biased BUT we have the best product team in the RWA market and it’s not even close.
Go peek. Also, so much more goodness dropping soon. > 引用 @plumenetwork: Loop on Plume Vaults with one click.
Here, Plume engineer @0xhotwheels loops nOPAL at 4x on Ethereum in a single transaction in under 100 seconds. Unlooping is just as seamless.
Pick your market, set your leverage, sign, and you're looped. 👇 https://t.co/H2EXj7uSgh https://x.com/ThatAlexPalmer/status/2105362828844507345
## @Pickle_cRypto (pickle) · 09-30 14:22 · ♥40 ↻1 💬6 i've got 2 RH bags
1) SHROOM - if RWA+volatile token pair (meme) game keeps going, SHROOM is going to chad again. More upside than PONS,by far. 2) UP - best iteration of a ve 3,3 dex, people scared by FDV but it'll mostly keep getting locked up, good fees daily (50-100k) on 7-8m mcap token. Check their own stats page, educate yourself.
That's it for now, may get interested in AI and cashcat if they get a proper capitulation but memes aren't really my thing https://x.com/Pickle_cRypto/status/2105302335526175089