# RWA — X 热门讨论 (2026-09-18 20:26 UTC)
## @Natan_benish (Nate) · 09-18 19:35 · ♥372 ↻64 💬92 gLONG some updates:
1. We entered a sprint where we are going to push a bunch of fixes on the webapp over the weekend (faster loads, wallet connection fixes, trading, and generally making the experience on long much smoother)
2. We are also going to push "PVE" feats like ticker locks much further the goal is to make sure an average trader on LONG will never get into a pvp (not just the same ticker but even similar semantics, images etc) this is more like a dynamic proactive approach a cybersecurity team would take your ability to counter threats is mostly a byproduct of how fast you can tweak stuff in an evolving adversarial environment.
3. VERY important I already went on calls with a bunch of teams and am reaching out to more of them. LONG is not a launcher but an incubator our goal is to make sure top pairs and their teams have a clear direction around how to differentiate themselves and build a unique offering (think the YC of RWA pairs where every pair is like a startup that needs to build its own moat) will get to more teams stock by stock.
4. Once we get onto stable ground we will start pushing very aggressively on new feats including more compounding flywheels for AI and other pairs. BUT I do think flywheels (aka meme fi) work the best when dist is getting stronger. This is why I'm spending time getting on pods spreading the msg.
There is still an extremely big pocket of sideline capital within crypto that can be onboarded into LONG.
Hopefully within the next few weeks we can start breaking out of CT native dist and start onboarding completely net new flows this is the main way I think about "PVE" making the pie bigger and it has been our north star since day 1 (the thesis is that stock pairs are a new form factor that can break out of CT)
This will be the 1-1000 moment for LONG. https://x.com/Natan_benish/status/2101032277774074233
## @Vicmetax (Vic) · 09-18 19:00 · ♥79 ↻45 💬0 No shortcuts. No empty promises🔥
What comes next only works if the foundation is real: real estate, farmland, energy, gold and metals, infrastructure, logistics and hospitality. These are not just captions. They represent the kind of value #CRYSTALSTONES is working to bring on-chain 💎
RWA. Utility. Blockchain. A CEX still being built. 🏗️
The token is the door. The assets around it are what make that door matter 🔑
@crystalstones01 is pointing toward a long-term build, not a one-night story. I’m still watching the foundation because that is where the future starts 🚀
CA: 0xe252FCb1Aa2E0876E9B5f3eD1e15B9b4d11A0b00 https://x.com/Vicmetax/status/2101023449816891895
## @genrih99999 (Генрих Буркатовский) · 09-18 19:12 · ♥74 ↻17 💬9 First, a meme :) then an infrastructure project ) that will act as fuel for RWA! You aren't ready :) the comeback is going to be aggressive. Password $WALLET 🪶 https://t.co/IgPGalyyyD https://x.com/genrih99999/status/2101026706525937868
## @pumpius (Pumpius) · 09-18 19:18 · ♥83 ↻15 💬2 🚨 XRP IS SEC APPROVED: XRP LEDGER JUST GOT A DIRECT PATH TO U.S. STOCKS
The SEC opened a 5-year lane for actual 1:1 tokenized shares. Voting rights, dividends, the whole thing. They can trade on public chains through AMMs.
Trensik is already listing synthetic stocks on XRPL today (price exposure only). Their message: when issuers bring the real shares, the rails don’t change. Same verification. Same keys. Same DEX.
The regulatory door for on-chain equities just swung open, and XRPL already has the plumbing.
Synthetic today. Real shares next?
#XRP #XRPL #RWA > 引用 @Trensik_com: Today https://t.co/tduzKH2T5h lists synthetic stock tokens on the $XRP Ledger. Price exposure, not shares.
The SEC just cleared real 1:1 tokenized shares to trade on public chains through AMMs.
When issuers bring them to #XRPL, our rails don't change: same verification, same keys. https://x.com/pumpius/status/2101027979858255939
## @injective (Injective 🥷) · 09-18 20:00 · ♥69 ↻11 💬6 The Innovation Exemption is the new CLARITY.
The SEC’s Innovation Exemption opens a new pathway for tokenized U.S. stocks to trade onchain. Injective has built the infrastructure with the regulatory rails needed for RWAs and tokenized securities to thrive.
We welcome the @SECGov’s framework, which provides temporary, conditional relief for qualifying onchain trading venues while preserving investor protections and the rights attached to the underlying shares.
For American builders and institutions, this creates a concrete path to advance tokenized markets under existing law while longer-term rules take shape.
Injective already brings critical capabilities to this opportunity:
→ SEC-registered transfer agent.
Our affiliate, Injective Institutional Services, is an SEC-registered transfer agent, enabling it to maintain official securities ownership records onchain. This makes Injective the only layer-1 blockchain capable of hosting its own regulated securities onchain.
→ Injective Mint.
The upcoming platform gives institutional issuers a single interface to create and manage assets, define eligible holders and enforce transfer restrictions directly onchain, without writing custom contracts.
→ Regulatory approvals for $INJ
INJ today is one of the only assets to have CFTC-regulated futures. INJ is also in the final stages of gaining public ETFs.
→ Infrastructure built for RWA markets.
Injective combines these capabilities with programmable financial infrastructure designed for sub-second settlement, giving institutions tools to build around the operational requirements of tokenized securities.
This work has advanced alongside our engagement with policymakers. At the Injective Summit in Washington, D.C., U.S. Senators, Members of Congress and industry leaders came together around advancing regulatory clarity and strengthening America’s leadership in financial innovation.
The SEC’s action moves that ambition forward, giving responsible innovators a practical pathway to continue building as the broader regulatory framework develops.
We see the Innovation Exemption as an opportunity to connect this infrastructure to a new generation of regulated stock markets. Issuance, ownership records and trading need to work together.
Injective was built in America from day one. We welcome rules that give institutions and developers like us a concrete path to build here in the heart of America.
Our focus remains clear: enable everyone worldwide to access and create onchain assets.
It’s time for us to create true financial freedom for all.
Accelerate 🇺🇸 https://x.com/injective/status/2101038669943407095
## @iman_blockrun (iman 🟧) · 09-18 19:10 · ♥66 ↻8 💬5 This is why we've @TheBlockRunner been bullish on robinhood:0x20024e485c0b22b42855589700721b28320a7777 since around 1M market cap and made videos breaking down this opportunity before anybody else on YouTube
@Hash_hopes is always ahead of the game and is positioning his platform to service the RWA industry in a professional and compliant manner
This is the kind of product S tier investors will want exposure to once capital rotates out of the AI bubble and back into crypto
The recent regulatory stances from the SEC and the CFTC reinforces that this transition is already in motion
Getting in now is like getting in on OpenSea's series A investment round
This is that rare opportunity where the trenchers gets to front run the suits, don't fuck it up > 引用 @Hash_hopes: after SEC gave a greenlight for innovative permissioned pools for tokenized assets, permissioned pools are now live on prism.
we are the first ever onchain permissioned pool for tokenized non-equity assets and novelty assets.
its a non custodial AMM model where every trade is checked and verified against only whitelisted wallets to allow free trading of permissioned assets onchain.
we use a particularly conservative model where this stays a constant product AMM with a maximum fee of 1%.
liquidity positions are internal and strictly non transferable shares rather than a tradable LP token, so a position cannot be sold to a wallet that is not eligible at all. (non transferrable and non shareable)
we will verify both the sender entity and receiving entity for their eligibility in participating.
for issuers, this is a way to bring a restricted asset onchain without giving up control of who holds it.
the transfer agent manages the allowlist for each participant, and the pool enforces it automatically on every transaction that's happening inside the pool.
the eligibility registry will go live soon, and the first pools will open together with our first gated listings.
prism permissioned pools make sure the issuer controls who holds the LP shares, and only eligible users will be able to call the contract directly.
this is strictly non custodial!
if you are an issuer of gated assets, pls dm me and we will set up the pools for you.
will post more details about each key component soon.
https://t.co/tbUGkGHApV https://x.com/iman_blockrun/status/2101025976666767521
## @redemptionarcc (Red) · 09-18 19:04 · ♥42 ↻6 💬4 world’s first permissioned pools approved by the SEC yesterday…
…and still not verified on @fomo 😭
send help @seyong pls verify robinhood:0x20024e485c0b22b42855589700721b28320a7777 @prismassets > 引用 @prismassets: Permissioned pools for RWAs.
Now live on Prism. https://t.co/EC4XvBIiId https://x.com/redemptionarcc/status/2101024543540388128
## @joaohazim (JOΛO HΛZIM) · 09-18 16:37 · ♥46 ↻0 💬5 Depois de dois dias acompanhando discussões entre bancos, asset managers, hedge funds e empresas de infraestrutura, fiquei com essa impressão:
A tokenização de ativos é provavelmente a parte menos interessante da tokenização de ativos.
Explico:
Existe muita comemoração quando um banco tokeniza um título, uma gestora tokeniza um fundo ou uma plataforma coloca uma ação na blockchain. Mas simplesmente representar a propriedade de um ativo em blockchain não muda necessariamente muita coisa.
Um dos gestores resumiu isso muito bem durante o evento: existem fundos tokenizados que continuam funcionando praticamente como fundos tradicionais. Mesmos horários, mesmos processos, mesmos intermediários. A principal diferença é que a cota agora está representada por um token. É quase uma digitalização do sistema antigo.
A transformação começa na etapa seguinte. Imagine um fundo de renda fixa:
- Primeiro, sua cota é tokenizada; - Depois, aplicação e resgate passam a ser feitos utilizando stablecoins; - Agora o dinheiro pode entrar e sair sem depender tanto do horário bancário; - Depois essa cota passa a ser aceita como garantia para uma operação financeira; - Agora o investidor não precisa necessariamente vender o fundo para utilizar aquele patrimônio; - Pode continuar recebendo o rendimento e, ao mesmo tempo, usar o ativo como garantia para obter liquidez; - Depois esse mesmo ativo pode entrar numa operação de repo (um empréstimo de curto prazo garantido por um ativo); - Depois pode ser utilizado por uma empresa para administrar seu caixa..
Nesse momento aconteceu algo muito maior do que “tokenizar um fundo”. Um investimento virou uma peça de infraestrutura financeira programável. E essa ideia apareceu várias vezes durante o evento de formas diferentes. Hedge funds falando em collateral on-chain. Bancos falando em depósitos tokenizados. Gestoras falando em money market funds tokenizados. Empresas falando em tesouraria 24/7. Outros participantes falando em ações tokenizadas.
Foi aí que eu percebi que talvez estejamos acompanhando RWA pela métrica errada.
Hoje perguntamos: “Quanto dinheiro já foi tokenizado?”
Talvez a pergunta mais importante seja: “Quantas funções financeiras novas aquele dinheiro consegue desempenhar depois de ser tokenizado?”
Porque existe uma diferença enorme entre colocar 1 bilhão em ativos na blockchain e construir 1 bilhão em ativos que podem ser movimentados, utilizados como garantia, financiados, liquidados e combinados com outros mercados 24 horas por dia. No primeiro caso, mudamos o registro. No segundo, começamos a mudar o mercado financeiro inteiro.
Esse, para mim, é um insight bem menos óbvio e muito mais interesante. https://x.com/joaohazim/status/2100987684076285989