# RWA — X 热门讨论 (2026-09-27 08:38 UTC)
## @CryptoVerse_Co (Crypto Verse) · 09-27 07:38 · ♥46 ↻42 💬3 The Fed makes its announcement. Wall Street closes.
The market reaction keeps going.
After the latest FOMC decision, $1.02B traded through equity-linked perpetuals while U.S. cash markets were shut. By the next opening bell, @Binance perps had already captured a median 97% of the opening gap across 16 names, with the direction correct in every case.
That same always-on market is now reacting to SEC announcements near the close, S&P rebalances over the weekend and even headlines about companies that have not gone public yet.
During one S&P rebalance weekend alone, $7.25B traded across 198 TradFi perpetuals.
Traditional markets are still built around opening and closing hours. Information is not.
Binance RWA-linked perps make the time between closing bells tradable. 🔶 https://x.com/CryptoVerse_Co/status/2104113470883164255
## @0xValmir (Valmir) · 09-27 07:46 · ♥46 ↻11 💬16 BREAKING 🚨
GIWA mainnet isn't live yet, and these 18 projects are already on my radar
NFTs, launchpads and apps positioning around @GIWA_by_Upbit
NFTs to watch ▸ @Jumak_app ▸ @TileOnGIWA ▸ @PunkOnGiwa ▸ @GIWAUP ▸ @elderwoodwiz ▸ @ARIWA_on_Giwa
Launchpads ▸ @GIWALAUNCHPAD ▸ @GiwaGasok ▸ @Lucrari_fi ▸ @MemeFab_fun ▸ @GIWAForge ▸ @cookhousememe
Others ▸ @OreumLabs - onchain information ▸ @GiwaterFinance - liquidity ▸ @OsigeExchange - DEX ▸ @custosfinance -RWA ▸ @TheBingoFi - GameFi ▸ @Gaejuki_Giwa - memecoin
I'd rather build my watchlist before mainnet than scramble for names after launch
Every project carries risk. Always DYOR https://x.com/0xValmir/status/2104115343857680730
## @Thaolarry01 (Thaolarry base.eth) · 09-27 05:13 · ♥41 ↻0 💬33 RWA công nghiệp . khoản phải thu, hạ tầng, năng lượng khó giao dịch sôi động như token DeFi . DataIPO đang phát hành trên BNB Chain trước khi L1 riêng chín muồi . thanh khoản phụ thuộc chuỗi khác và nhu cầu thật của nhà đầu tư tổ chức
@SimpleChain_RWA https://t.co/IlCaXUm3nR > 引用 @Thaolarry01: điểm hạn chế từ dự án @SimpleChain_RWA
Testnet và chiến dịch điểm/airdrop mới chạy từ khoảng tháng 4/2026 và mainnet từng được nhắc quanh tháng 7/2026
Hệ sinh thái thực tế còn mỏng . sản phẩm RWA đầu tiên, Cycle Yield Fund dựa trên khoản phải thu cho thuê điện thoại của Renrenzu mới xuất hiện, chưa chứng minh được quy mô và độ bền
Nhiều tính năng như TDS, CaaS, DataIPO trên L1 riêng vẫn đang được kiểm chứng, chưa phải hạ tầng đã vận hành lâu năm https://x.com/Thaolarry01/status/2104076819037303142
## @JoshuaAbel68 (Miro) · 09-27 07:27 · ♥41 ↻1 💬23 listen, here’s what you need to know about @injective:
$INJ is the L1 actually shipping regulated finance.
Meridian is live with compliant RWA issuance, native privacy, and unified RFQ perps.
$1B+ in mortgages are already tokenized, with $10B more incoming.
Injective is also building the infrastructure around these markets.
its SEC-registered transfer agent adds regulated ownership infrastructure, while MultiVM connects native and EVM environments.
CFTC-regulated INJ futures are live in the U.S. on Bitnomial.
two ETF filings are live: Canary’s Staked INJ ETF and 21Shares’ TINJ on Nasdaq with staking.
native $INJ is on Solana, Phantom, and Coinbase.
supply is fully circulating with no unlocks. 7M+ $INJ burned, monthly Community BuyBacks, and most of the float staked.
USDC.inj is now the canonical USDC standard across Cosmos, dYdX, and 20+ CCTP-connected chains, with $100M+ in stablecoin liquidity onchain.
Ondo does similar RWA volume at $4B+ FDV.
INJ is under $1B.
$INJ is still priced like a mid-cap L1 while already supporting institutional RWA infrastructure.
that’s the misprice.
and i’m not saying this as someone who just discovered Injective.
i’ve been in the ecosystem for 3+ years.
i’ve watched the team navigate multiple cycles, survive bear markets, and keep shipping while others shut down or changed direction.
since $INJ’s ATH, the infrastructure has evolved massively.
and lest i forget:
Injective Labs is a New York company.
this is a U.S.-built finance chain, building financial infrastructure from America for the next generation of markets.
that’s why i’m still here.
i’ve watched the evolution firsthand. 🥷 . . Enjoy the rest of your weekend. > 引用 @JoshuaAbel68: How to get started with $INJ | @injective.
It has never been easier to get started with Injective.
You can come from almost any ecosystem, Ethereum, Solana, EVM chains, etc.
And you can access Injective using wallets you already know.
Let’s go through a few simple steps. https://t.co/sh7bDcRcnT https://x.com/JoshuaAbel68/status/2104110710116499784
## @2xnmore (2xnmore) · 09-27 08:00 · ♥51 ↻0 💬9 Most of the RWA market is not about owning companies or property.
It is about earning yield on dollars, because your stablecoins pay you nothing.
Distributed RWAs onchain, excluding stablecoins, per rwa. xyz: $38.5B
Here is what most of it is.
Government debt: 41% Credit: 21%
Together, that is 62% of the market, and both exist mainly to pay yield. Credit also carries default risk that treasuries do not, but the reason people buy both is the same.
Here is why that matters.
When you hold USDT or USDC, the issuer earns interest on the reserves backing your dollars. You earn zero.
Tokenised treasuries fix exactly that. They are the same dollars onchain, but the yield goes to you instead of the issuer.
So the RWA boom is not mainly an ownership story. It is a yield story.
And yield stories answer to one thing: interest rates.
When rates are high, sitting in a stablecoin at zero is expensive, and money moves into tokenised treasuries.
When rates fall, that gap shrinks, and the easiest reason to hold RWAs gets weaker.
That is the part almost nobody is pricing into the "RWA to trillions" posts.
The real test is the part that does not depend on rates. Commodities, mostly gold, are already 13% of the market. Tokenised stocks are still small.
That is the bucket that will prove tokenisation can stand on its own.
The RWA market is a rates trade wearing a tokenisation costume, and the Fed is holding the other end of it. https://x.com/2xnmore/status/2104118851612922175