# RWA — X 热门讨论 (2026-09-29 00:00 UTC)
## @ni7ric (Nicky) · 09-28 21:21 · ♥41 ↻25 💬17 The stonk-pairing and NFT integrated flywheels of course create a copy & PVP envirnment
easily deployable pairings onchain, and specifically, solana with many launchpads makes it very easy to deploy paired memecoin to stocks, currencies, RWAs, NFTs etc..
with that being said, adding the NFT wrinkle as a reward place holder or volume generator or tethered asset, in a flywheel also not rocket science... and as one does, the copy pasta devs will follow...
IMPORTANT PART: one major aspect that is not instantly launchpad deployable and replicatable
is the INTAGIBLES, EXPERIENCE, MOTION, and COMMUNITY, dev-work, aspects of a 'flywheel'
every cycle there are the ONES, the pure leaders in the meta and cycle busting forever communities.. - teams with motion - based electric, organic communities - unique art, lore, history, and connections - tokenomics & up-technology EXECUTION - reward systems & effective volume flywheel - IP, branding, & scalability
Vibe coding, quick-launch nfts, and a paired token flywheel is worthless without the engine behind it
There will be many NFTs, many RWA flywheels, many launchpads, & attempts at vamping or copy pasta..
There will even be a few / multiple clear winners per chain & launchpad, but 99% of them will be as irrelevant as any bad team or low effort product, token, or nft launched in onchain.
with that being said-- one has been ESTABLISHED. 😼🌐 @stonkcatsnft / solana:9h5AzEQzYu9CV5K6uLtFRMD1KcbxZSFNxZEgBTNfw5Na ✅ solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx reflections + more coming ✅ Free airdrop after mint already ✅ Sunday Loyalty Airdrops ✅ 5 solana:So11111111111111111111111111111111111111112 floor price ✅ A Top collection on magic eden ✅ A Top collection on opensea ✅ Dev ships constant VOLUME GENERATING updates, again.. flywheel is a buzzword and pointless without transactions and volume to feed the wheel ✅ Exchange technology: swap / buy a cat on the website using stonk cats token and vise versa ✅ coin: certified whale investors and holders ✅ Experienced team from NFTs - tokenomics ✅ Collaborations and s-tier content
this is a situation where every day you wait, fade, look for beta plays.. the NFT price and chart will punish you..
looking back.. do you want to be at the party with us, winning with us, with dynamic connection made leading to opportunities for life?
OR do you want to throw up all over your own shirt? jobs not done... S.W.O 🌐😼🌐😼 https://x.com/ni7ric/status/2104682859038408894
## @folio_market (Folio) · 09-28 22:17 · ♥56 ↻7 💬9 Ideas into thesis; building tokenized equity baskets on Robinhood. https://x.com/folio_market/status/2104697031897882869
## @jeffye888 (Jeffrey Ye) · 09-28 22:43 · ♥53 ↻8 💬3 If you only care (understandably) about what @nejatian said during the $OPEN Army space yesterday, here it is below!
Lots of great little nuggets here.
1. Jeff: Why only ~400 contracts a week? What’s the unlock to 5x? Top-of-funnel / more offers? Kaz: Not mainly a top-of-funnel problem in core markets. OpenDoor has already said that in those markets, about 1 in 4 people who sell a home try OpenDoor at some point. That “native intent” is why he cut marketing by roughly an order of magnitude and growth still went up. The constraint is offer relevancy. Old OpenDoor had one product: cash, sell fast, leave. Cash Now / More Later is now a family of products you tune to the seller. Relevancy is as hard as feed ranking on X or Instagram. YoY improvement has mostly been better relevancy. That gets them a long way, not necessarily 5x. This year’s work is building the muscle for a strong next year — they haven’t been secretive about that.
2. Coronado loan originator: Shopify × Muse-style connector? People already asking ChatGPT for home values. Kaz: There is already a working Muse connector prototype on his phone. Launching a connector is easy. Making it not a party trick is hard. He used Meta as the cautionary tale: every bank shipped a Messenger product; almost all were unused. A demo that works in a narrow box is not a product. They have the connector. He and Morgan had talked about it that same day. They will ship something only when it’s actually good.
3. Same originator: Can loan officers / LOS partners refer into OpenDoor? Kaz: Yes in principle, not this year. When he arrived, product/engineering had been gutted; prioritization has been painful. They finally have a realtor product he wouldn’t be embarrassed to use as an agent. They want that to hill-climb before adding more channels. North star is Shopify-like infrastructure: live inside other people’s workflows, even if the customer never uses “all of OpenDoor.” It’s already in https://t.co/DhpSO6bdCN and https://t.co/RHXtDAsBz2, and he likes those experiences. Ideal end state: request and close an OpenDoor offer from inside the originator’s LOS.
4. Someone: 3P + tokenization — timing, in-house vs partners (tZERO / Figure)? Kaz on 3P: Won’t discuss it. They’re actively working on several ideas. That is not an imminent-launch hint. Kaz on tokenization: Tokenizing a house (LLC → tokens) is not the hard part; lots of people can do that. The version he cares about is access: people who can’t get a mortgage yet buy a small slice (e.g. 1%), then climb toward the ~10% / credit / DTI they need. That matches the mission, cuts transaction friction, and avoids clunky secondary-market plumbing. Other structures are possible; that’s the one in his head. They know the direction and have prototyped it. They haven’t shipped because they’re still fixing a large chunk of the company for next year. When they’re ready they’ll move fast. The market will need education so “own 1% of a house” doesn’t read as another me-too RWA toy. Build vs partner: Write a line of code once. Partner when the other company is mission-aligned; build if not. He’s not jealous of someone else’s margin. Grow the pie first. https://x.com/jeffye888/status/2104703689273544734
## @RWAFoundation_ (RWA Foundation) · 09-28 21:00 · ♥47 ↻7 💬1 Another great day for tokenization.
Never been more bullish on companies building within this sector. 🐘 https://x.com/RWAFoundation_/status/2104677684957626629
## @vydamo_ (Vydamo) · 09-28 21:46 · ♥40 ↻10 💬1 BNB is currently an afterthought for most traders, but as of right now, they are doing the most out of any chain to support RWA X meme growth.
Binance is the ONLY exchange offering the entire onchain tax portion of stocks to holders of listed coins, and it's even offering an extra bonus from its own trading fees
I think you see a giga rerating of [my bags] soon as participants realise that this support is basically a bull signal for their ecosystem https://x.com/vydamo_/status/2104689226948452857
## @niuniu255431 (好运牛牛（周期手牛牛Plus）) · 09-28 20:23 · ♥42 ↻2 💬5 本轮牛市，和之前不同的是增加了Rwa资产 那么，之前Meme的死气沉沉，就又变得鲜活了起来
目前感觉链上有希望1B俱乐部： Pons Stonk 币安人生 Marscoin 牛来
观察期的： SI Paid e/acc Meme Boner 中国人能飞 Zc
其他的目前没有看到什么特别好的标
牛初要学会死拿，不能被轻易Fud下车
给自己说的，记录一下 https://x.com/niuniu255431/status/2104668411309810133