# RWA — X 热门讨论 (2026-10-09 14:02 UTC)
## @SeniorDeFi (Senior 🛡🦇🔊) · 10-09 13:09 · ♥62 ↻0 💬16 I hear “RWAs” and immediately think tokenized stocks. Looking at the numbers, that instinct misses a lot.
@coingecko’s RWA Assets List currently tracks roughly $6.04B in tokenized gold market cap, against $9.39B across the assets covered by the page.
About 64% of that total is gold.
That changes how I read the headline. A bigger tokenized market doesn’t automatically mean stocks are taking off. You need to look underneath and see which assets account for the capital.
Gold is a useful place to start: a familiar asset with a sizeable tokenized footprint, rather than another announcement about what might eventually move onchain.
Explore the breakdown yourself: https://t.co/6XgpfUzm3q https://x.com/SeniorDeFi/status/2108545400953004237
## @CryptoLego0311 (Crypto Legolas) · 10-09 13:17 · ♥67 ↻4 💬2 $LDO tarafında önemli bir gelişme var.
Lido, yeni bir borç verme ve borçlanma protokolü geliştirdiğini duyurdu.
Peki Lido Lend ile ne yapmayı planlıyor?
Ne zaman kullanıma sunulacak?
Ve bu gelişme RWA 2.0 tezimizle nasıl örtüşüyor?
Gelin birlikte inceleyelim. Lido, Ethereum staking alanının en büyük projelerinden biri.
Şimdi ise staking hizmetini lending ile genişletmek istiyor.
Morpho Blue'nun değiştirilmiş altyapısıyla geliştirilen Lido Lend sayesinde kullanıcılar varlıklarını borç verebilecek veya teminat göstererek borçlanabilecek.
Örneğin; stETH teminatıyla ETH borçlanıp yeniden staking işlemlerinde kullanabilecekler.
Böylece aynı sermaye farklı finansal işlemlerde değerlendirilebilecek.
Lido Lend'in 2026'nın son çeyreğinde kullanıma sunulması hedefleniyor.
Ancak öncesinde güvenlik denetimleri ve DAO onayları gerekiyor.
Şimdi gelelim RWA 2.0 tezimize.
RWA 1.0 döneminde herkes varlıkları kimin tokenize ettiğine bakıyordu.
#RWA 2.0 döneminde ise bu varlıkları kimin fiyatladığı, teminat olarak kabul ettiği, riskini yönettiği ve borçlanmada kullandırdığı çok daha önemli olacak.
Çünkü tokenizasyon tek başına yeterli değil.
Asıl mesele tokenize edilen varlıkların finansal sistem içerisinde kullanılabilmesi.
Lido Lend henüz doğrudan RWA varlıklarına odaklanmıyor.
Ancak geliştirdiği lending ve risk yönetimi altyapısı, RWA 2.0'ın ihtiyaç duyduğu sistemlerle benzerlik taşıyor.
Bugün stETH teminatıyla ETH borçlanılıyor.
Gelecekte tokenize tahvillerin, hisselerin ve fonların da benzer şekilde kullanılmasını bekliyorum.
Tabii $LDO açısından asıl soru şu:
Lido Lend'in oluşturacağı ekonomik değer, LDO tokenına nasıl yansıyacak? > 引用 @LidoFinance: Lido Lend: Security-First Lending
Lido contributors are unveiling the development of ‘Lido Lend’, a new decentralized lending market, designed with a novel set of security-forward safeguards and utilities that benefit both lenders and borrowers.
https://t.co/uFKL2VkXqm https://x.com/CryptoLego0311/status/2108547441918153179
## @AtlasXBTC (Atlas) · 10-09 08:32 · ♥45 ↻4 💬23 📢 🚨 من السهم للبلوك تشين والعكس… Binance bStocks بتفتح باب جديد
الفكرة إنك مش لازم تفضل مرتبط بشكل واحد من الأصل طول الوقت؛ لأن المستخدمين المؤهلين يقدروا يحوّلوا السهم المدعوم للنسخة المرمّزة منه، ويرجعوا تاني للسهم، بنسبة 1:1 ووفق شروط المنتج.
وده بيفتح طريقة مختلفة للتعامل بين سوق الأسهم التقليدي وعالم الـBlockchain.
🔄 المميز في الموضوع إن التحويل بيكون بنسبة 1:1.
يعني كل سهم مدعوم يقابله bStock واحد، والعكس كمان، ومن غير رسوم تحويل وفق شروط المنتج.
والميزة متاحة على مدار الساعة للمستخدمين المؤهلين، وده بيدي مرونة أكبر في الانتقال بين الشكلين.
🧩 بس فيه نقطة لازم تكون واضحة…
السهم التقليدي والـbStock مش نفس الأداة القانونية، حتى لو الاتنين مرتبطين بنفس الشركة.
السهم بيمثل ملكية مباشرة في الشركة، لكن الـbStock بيوفر تعرّض اقتصادي للأصل من خلال ورقة مالية مُرمّزة، من غير ما يمنحك ملكية مباشرة في الشركة أو حقوق المساهم التقليدية.
🌐 وهنا بتظهر أهمية الـTokenization.
الفكرة مش مجرد تحويل أصل لشكل رقمي على البلوك تشين؛ لكن كمان إتاحة طرق مختلفة للتعامل مع الأصول التقليدية داخل بيئة رقمية.
ومع وجود آلية للتحويل بين السهم المدعوم والنسخة المرمّزة منه، المسافة بين السوقين بتبقى أقصر من ناحية طريقة الوصول للأصل والتعامل معاه.
🔍 طبعًا، الميزة مش متاحة لكل الأسهم أو لكل المستخدمين.
لازم السهم يكون ضمن الأصول المدعومة، والمستخدم يستوفي شروط الأهلية، وكمان التوفر بيختلف حسب الدولة واللوائح المنظمة.
يعني قبل استخدام الخدمة، مهم تتأكد من الأصول المتاحة وشروط التحويل المطبقة على حسابك.
🔥 الخلاصة:
Binance bStocks بتقدم طريقة للتحويل بين بعض الأسهم المدعومة ونسخها المرمّزة بنسبة 1:1، من غير رسوم تحويل وفق شروط المنتج.
وده بيوضح إزاي الـBlockchain ممكن تفتح مسارات جديدة للتعامل مع الأصول التقليدية، مع الحفاظ على الفرق بين امتلاك السهم مباشرة والحصول على تعرّض اقتصادي من خلال ورقة مالية مُرمّزة.
⚠️ bStocks مش أسهم تقليدية ولا تمنح ملكية مباشرة في الشركة الأساسية. التوفر والخصائص وشروط التحويل بتختلف حسب الدولة والأهلية واللوائح. المحتوى للتوعية فقط وليس نصيحة مالية.
#Binance #bStocks #Tokenization #RWA https://x.com/AtlasXBTC/status/2108475654597484937
## @pendle_fi (Pendle) · 10-09 11:06 · ♥43 ↻8 💬9 11.59% Fixed APY for srnOPAL, backed by short-dated, RWA Brazilian credit card debts 💳 https://t.co/JgV6eKxTb7 > 引用 @strata_markets: $PLUME incentives are now live on PT-srnOPAL.
Senior nOPAL market on @pendle_fi offers protected yield from financing short duration Brazilian credit card receivables with additional incentives from @plumenetwork and Strata.
Real-world yield, structured for on-chain capital. https://t.co/sPz5fvy1WQ https://x.com/pendle_fi/status/2108514438433432063
## @Okada_DeFi0x (Okada_Research) · 10-09 13:19 · ♥50 ↻3 💬9 $STONK is down over 60% from ATH, but I still see several potential catalysts for its next leg up.
Currently trading around ~$129M MC, $STONK remains one of my picks for the next onchain coins season.
Here’s why I'm still bullish:
[1] Real revenue + buyback & burn
– StonkFun generated $28.69M in Q3 revenue, with $14.41M recorded in buybacks.
– around 60% of platform revenue is targeted for buying back and burning $STONK.
– over 20% of the original 1B supply has already been burned, leaving ~797M tokens.
[2] A different launchpad model
– @LaunchOnSF allows creators to launch tokens paired with xStocks, SPYx, altcoins and other supported assets instead of only SOL.
– as tokenized equities and RWAs expand on Solana, more quote assets could bring more trading volume and fees.
[3] Revenue continues after graduation
– tokens graduate into Raydium pools, where StonkFun can continue earning creator and locked LP fees.
– this gives the platform multiple revenue streams beyond initial launches.
[4] Potential for another onchain season
– over $840M in DEX volume during the last 30D shows there's still meaningful activity.
– if Solana memecoins and RWA narratives heat up again, StonkFun could benefit from both.
[5] More liquidity + potential CEX expansion
– additional major listings, deeper liquidity and wallet integrations could improve access to $STONK.
– a broader investor base could support demand alongside the existing buyback mechanism.
Ofc, there are risks. Revenue has cooled from its peak, competition from https://t.co/E9MbGf1jZN is growing, and buybacks alone won't guarantee higher prices.
Still, at ~$129M MC, I think $STONK deserves a spot on my watchlist.
If StonkFun can maintain strong revenue while supply keeps shrinking, a return to ATH becomes a scenario worth considering.
I'm still betting on another onchain coins season, with $STONK and $PONS among my preferred picks.
NFA. > 引用 @Okada_DeFi0x: I recently bought more $STONK, and I think it has a decent shot at reaching $1B MC if onchain coins season comes back.
At around $146M MC, @LaunchOnSF has generated some impressive numbers:
– $28.67M revenue in 30D – $858M DEX volume in 30D – $14.44M buybacks in 30D – $31.87M cumulative revenue
What's keeping me bullish is the combination of real revenue, buyback mechanics, and a product that could benefit from the next wave of onchain trading.
I also like their approach to meme launchpads, allowing users to create tokens paired with different assets, including crypto, tokenized stocks, and other memecoins.
Imo, this kind of flexibility could become a major trend for launchpads as onchain trading evolves.
Ofc, revenue has slowed recently, and there's no guarantee the previous trading activity will return.
But if onchain volume picks up again, $STONK could benefit from both growing platform revenue and stronger buyback demand.
I'm still holding $PONS and recently added $STONK to my onchain bets.
$1B MC would mean roughly 7x from here. Ambitious, but worth keeping on the radar.
NFA. Anyone else bullish on $STONK? https://x.com/Okada_DeFi0x/status/2108547940616679904
## @Crypto_C0mpass (Crypto Compass) · 10-09 11:54 · ♥42 ↻11 💬1 🚨⛓️ THE BOUNDARIES BETWEEN TRADITIONAL FINANCE AND BLOCKCHAIN ARE DISAPPEARING! 🌍🔥
🏦 Wall Street giants are stepping into the world of on-chain finance!
📈 Apple 💻 Microsoft 🟢 Nvidia 🚗 Tesla 🛒 Amazon
The availability of 12 major stocks as tokenized assets on Solana through Securitize signals a significant shift in the future of finance. ⚡️
What does this mean?
🔹 Markets operating 24/7 🔹 Faster settlement processes 🔹 Digital ownership powered by blockchain 🔹 A new bridge between traditional finance and Web3
🧠 It’s not about crypto replacing traditional finance. It’s about traditional finance transforming through blockchain technology.
Could buying and selling stocks on the blockchain become an everyday reality in the future? 👀
🌐 The future of finance may be taking shape on-chain.
#Tokenization #Solana #Blockchain #Crypto #RWA https://x.com/Crypto_C0mpass/status/2108526560646955479
## @Aster_DEX (Aster 🥷) · 10-09 13:21 · ♥44 ↻3 💬7 New RWA perp listing: $PEARL (https://t.co/r3anB0PgMR) with up to 5x leverage. https://t.co/zpIheoJZ1A https://x.com/Aster_DEX/status/2108548458198245435
## @RWAFoundation_ (RWA Foundation) · 10-09 09:03 · ♥40 ↻2 💬2 €100M into a tokenised Amundi fund 🇫🇷
Crédit Agricole Assurances has invested €100 million in a tokenised fund managed by @Amundi_ENG Europe's biggest asset manager, backed by one of its biggest insurers. https://t.co/zQiKYJRUpe https://x.com/RWAFoundation_/status/2108483400550252784