# RWA — X 热门讨论 (2026-10-09 12:24 UTC)
## @RWAFoundation_ (RWA Foundation) · 10-09 11:27 · ♥67 ↻20 💬3 Tokenized stocks are now live on Hedera 📈
@hedera users can now access tokenized stocks through @hashpack and @gosodax. https://t.co/5bqAU1YkmF https://x.com/RWAFoundation_/status/2108519631157936513
## @Stan_Steps (StanSteps) · 10-09 12:01 · ♥51 ↻6 💬46 Solana's growth isn't just about the tokens people trade. It's also about the infrastructure that makes those assets possible.
@metaplex is Solana's leading asset issuance platform, and its long term value depends on turning that position into sustainable protocol revenue.
→ 𝗪𝗵𝗮𝘁 𝗠𝗲𝘁𝗮𝗽𝗹𝗲𝘅 𝗗𝗼𝗲𝘀
Metaplex provides the standards, programs, and tools developers use to create, manage, and launch digital assets on Solana, from fungible tokens and NFTs to compressed assets and tokenized real world assets. Its core programs have driven over 840M transactions.
→ 𝗖𝗼𝗿𝗲 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆
Token Metadata provides asset metadata, Core streamlines NFT creation, Bubblegum enables compressed NFTs at scale, Genesis powers token launches, and MPL-Hybrid supports exchanges between fungible and non fungible assets.
Together, these tools give developers standardized infrastructure that wallets, marketplaces and other applications.
→ 𝗥𝗲𝗮𝗹 𝗪𝗼𝗿𝗹𝗱 𝗨𝘁𝗶𝗹𝗶𝘁𝘆
Sorare has minted and transferred over 1M Bubblegum V2 assets, while Doodles launched Doopies using Core. Genesis has facilitated $15M in raises across 578 tokens.
The Meteora integration also enables liquidity pools for supported MPL-3643 permissioned assets, connecting institutional grade tokenization with Solana's trading infrastructure.
→ 𝗪𝗵𝘆 $𝗠𝗣𝗟𝗫 𝗠𝗮𝘁𝘁𝗲𝗿𝘀
solana:METAewgxyPbgwsseH8T16a39CQ5VyVxZi9zXiDPY18m is the ecosystem's governance token, with a role in DAO treasury and protocol development decisions. Metaplex's published fee mechanism allocates 50% of protocol fees toward acquiring MPLX for the DAO treasury.
Greater usage could increase these acquisitions, linking adoption indirectly to MPLX. However, holders have no direct claim to protocol cash flows, and acquisitions don't guarantee price appreciation or reduce supply through burning.
→ 𝗚𝗿𝗼𝘄𝘁𝗵 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗮𝗻𝗱 𝗥𝗶𝘀𝗸𝘀
𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: Solana's expanding asset economy, Genesis integrations, and institutional tokenization through MPL-3643
𝗥𝗶𝘀𝗸𝘀:
• 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗰𝗼𝗻𝗰𝗲𝗻𝘁𝗿𝗮𝘁𝗶𝗼𝗻: In December 2025, Token Metadata generated 86% of revenue and Core 12%, highlighting the importance of diversification.
• 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆: Minting activity fluctuates with market cycles.
• 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝗼𝗻: Alternative launch platforms and asset standards could gain market share.
• 𝗥𝗪𝗔 𝗮𝗱𝗼𝗽𝘁𝗶𝗼𝗻: Regulation and slow institutional uptake could limit growth.
• 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆: Onchain infrastructure carries technical risks.
Ecosystem growth alone doesn't guarantee $MPLX appreciation.
𝗖𝗼𝗻𝗰𝗹𝘂𝘀𝗶𝗼𝗻
@metaplex's opportunity extends beyond NFTs. By providing infrastructure to create, manage, and trade an expanding range of onchain assets, it could remain foundational to Solana's economy.
The metrics worth watching are real adoption, protocol revenue, ecosystem integrations, and how effectively its token economics connect that activity to $MPLX. > 引用 @Stan_Steps: I just shared my thesis on @metaplex via @fomo.
From its role in Solana’s asset economy to $MPLX tokenomics, growth potential, and risk.
Here’s why I think it’s worth paying attention to.
DYOR ↓ https://t.co/qJIDkapTpo https://x.com/Stan_Steps/status/2108528170534068687
## @fugui8 (香港王富贵) · 10-09 11:22 · ♥48 ↻0 💬46 #TOKEN2049 寻宝记 · 第十五记 DAY5
新加坡这周的局，我见过讲 RWA 的，见过讲 AI Agent 的，也见过只发帽子的 @4Mexchange 这场不一样 纸袋比人高，字比人直：Give Me More 中文更狠，想要？求我
新项目冷启动，一味路演，想尽办法讲清楚没用，先被看见才有用 大力出奇迹，不是形容词，是入场券 纸袋、背景墙、甜品、合影，全是为了让你路过也拍一张 拍了，就出圈了
老板 @4MBossChen 自己也写过
币圈没有记忆，朋友问他：为什么 2026 年还要敲断膝盖干交易所？
他的看法很简单 旧所的缝还在，但缝不会自己开口 新所没历史、没牌照故事、没第三方审计背书，官网那些跟单数字也只是自己说的
这个阶段能打的，就是场面 场面够大，才有人愿意停下来问一句：这是谁？
宴请证明不了兑付 提现、储备、极端行情，经过市场考验，活的长久更重要
看到一些FUD，新平台出来不被理解很正常，但冷启动这一步，Give Me More 比一份白皮书有用 不被记住的项目，连被证伪的资格都没有 > 引用 @4MBossChen: 谁说币圈冷清了？你们想看的4M带你看，主打一个实在#2049#币圈 https://t.co/kENjeecpMV https://x.com/fugui8/status/2108518376574501029
## @Wangduanniao (王短鸟 (长鸟版)) · 10-09 10:42 · ♥45 ↻2 💬35 这次听了 @zakk_okx 的分享，感觉稳了。
一句话，一切都会发生在X layer上。
包括X money ，RWA，meme，exchange OS，OKXICE TVS
X money 覆盖全球支付。
RWA这块会从跟Xstocks 合作过度到自有协议，在链上部署只能在xlayer 交易的独家资产。
包括不限于并购事件，还有直接生息和杠杆产品，争取到几百万亿传统金融市场的百分之几的份额。
Exchange OS，Perp Swap 很快上线，10月15日前会开模拟盘，配套是一整套，支持用户自己搭交易所。
OKXICE TVS跟sec 申请赦免的最长期限是1个月，估计很快了。
钱包和 DEX 也全力支持在 X Layer，引流过来。
除了RWA Meme 会有更多叙事，第一把火打算在 X Layer 点。
其实一切已经明牌了。 https://x.com/Wangduanniao/status/2108508461436936548
## @ChemistDeFi (Chemist 🧪) · 10-09 11:45 · ♥44 ↻1 💬30 Tokenized RWAs are growing, but I think there's an important distinction people should understand before looking at the numbers.
@coingecko currently tracks around $9.48B in tokenized market cap, while the RWA market recorded roughly $1.41B in trading volume in the past 24 hours.
The numbers tell two very different stories.
- Market cap gives you an idea of how large the tracked tokenized asset market has become - Volume tells you how actively those assets are changing hands
And when you look at CoinGecko's RWA charts, you can break both down by asset type.
Stocks, commodities, ETFs and stablecoins don't necessarily grow or trade in the same way.
A category can represent a large share of market value without generating a comparable share of daily activity.
For me, comparing those two charts is one of the better ways to understand where tokenization is developing beyond the headlines.
🔗 You can explore the market cap and volume breakdowns yourself here: https://t.co/CMfhcNdJEt https://x.com/ChemistDeFi/status/2108524123202715975
## @RWAFoundation_ (RWA Foundation) · 10-09 11:24 · ♥46 ↻8 💬6 Tokenization - where traditional finance meets decentralised finance. https://t.co/JqChHHGFPK https://x.com/RWAFoundation_/status/2108519012338684284
## @realcryptomoses (CryptoMoses) · 10-09 10:16 · ♥44 ↻3 💬15 🚨 Institutions are taking blockchain seriously, and they may not be turning back.
Fidelity’s Matthew Horne says the move toward on-chain assets has gained momentum over the past 18 months, led by US asset managers.
Demand for tokenized assets is up 41% in just 30 days, with over 493,000 RWA holders. https://x.com/realcryptomoses/status/2108501810088452472
## @sundaypeter8110 (sunday peter π) · 10-09 10:31 · ♥40 ↻6 💬2 💥💥💥💥💥💥💥
*There are four primary types of stablecoins in the crypto space, classified by how they maintain their peg (usually to the US dollar or another asset).* Elliptic
1. *Fiat-backed (Fiat-collateralized)* *These are the most common and dominant type by far (USDT and USDC alone make up the vast majority of the market).*
*A centralized issuer holds reserves of fiat currency (or cash equivalents like short-term US Treasuries) and issues tokens at a roughly 1:1 ratio.*
Examples: *USDT (Tether), USDC (Circle), PYUSD (PayPal), FDUSD.*
Main risks: *Issuer or bank failure, reserve opacity, or regulatory issues.*
2. *Crypto-backed (Crypto-collateralized)*
*These are backed by other cryptocurrencies locked in smart contracts, usually with over-collateralization (e.g., $150+ of crypto for every $100 of stablecoin issued) to handle volatility.* *Liquidations help maintain the peg.*
Examples: *DAI / USDS (from Sky/MakerDAO).*
Main risks: *Sharp drops in collateral value, liquidation delays, or smart-contract issues.*
3. *Algorithmic* *These rely primarily on algorithms and smart contracts to expand or contract supply (often via a companion token) rather than holding large reserves. Pure algorithmic designs have a poor track record.*
Examples: *TerraUSD (UST – collapsed in 2022), older experiments like Ampleforth (AMPL) or Basis Cash.*
Main risks: *Loss of confidence leading to a “death spiral.”* 4. *Commodity-backed* *These are backed by physical assets, most commonly gold held in vaults. Each token typically represents a fixed amount of the commodity.*
Examples: *PAX Gold (PAXG), Tether Gold (XAUT).*
*Main risks: Custody of the physical assets and lower liquidity/adoption compared to dollar stablecoins.*
*Emerging or overlapping categories* *Some sources also highlight synthetic / delta-neutral stablecoins (e.g., Ethena’s USDe, which uses crypto collateral plus short futures positions to stay delta-neutral) and yield-bearing or RWA-backed variants (tokenized Treasuries or funds that pass yield to holders). These are sometimes treated as subsets or hybrids of the four main types rather than entirely separate categories.*
In short: *The widely accepted core classification is four types, with fiat-backed dominating the market by a large margin.* https://x.com/sundaypeter8110/status/2108505627379036604
## @RWAFoundation_ (RWA Foundation) · 10-09 08:37 · ♥41 ↻1 💬5 29,230 people believe the future of finance is onchain & tokenized. > 引用 @RWAFoundation_: 28,950 people believe the future of finance is onchain & tokenized. https://x.com/RWAFoundation_/status/2108476917795930183
## @RWAFoundation_ (RWA Foundation) · 10-09 08:37 · ♥40 ↻3 💬0 Standard Chartered to hold stablecoins and tokenized RWAs in Singapore 🇸🇬
@StanChart plans to hold selected stablecoins and tokenized real-world assets alongside cryptoassets in Singapore. https://t.co/FDZBbz9dhY https://x.com/RWAFoundation_/status/2108477030329155689