# RWA — X 热门讨论 (2026-09-16 11:09 UTC)
## @iRileyCrypto (Riley Morgan) · 09-16 10:04 · ♥126 ↻32 💬16 ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 is showing some solid strength while the broader market remains under pressure.
With the $100M ZM1 fund launching, new RWA activity on ZIGChain, and ongoing revenue-funded buybacks, the fundamentals continue to improve.
The price is interesting, but the developments behind it are what I’m watching most.
Keeping ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 on my radar.
ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 https://x.com/iRileyCrypto/status/2100163874272198764
## @Tizzy_Krypt (Tizzy🐼) · 09-16 09:12 · ♥40 ↻0 💬34 So @Arc mainnet is live, and the launchpad landscape is already getting interesting.
I’ve been looking at how different projects are approaching token launches because the launch mechanism matters just as much as the ticker.
Here are the ones I’m watching:
$TOLLY — @TollyLabs
One of the more established names from the private-mainnet phase.
Tolly combines a launchpad with a trading terminal and recorded roughly $1.8M in early volume, with $TOLLY reaching around a $2.47M peak market cap.
Its fee model also gives a share to creators, holders, the protocol and buybacks.
$WARP — @circlewarp
Warp is taking a different route.
Its big angle is bringing USDC liquidity from other chains into Arc through CCTP, while also providing a launch and trading platform.
It recorded around $2.15M in early volume, but approximately 84% came from WARP itself.
That distinction matters.
$ARCH — @Archemistdotfun
Archemist focuses on launching and trading directly through X.
Early volume was around $337K, with creator fee sharing as one of its main incentives.
Simple launch experience, but now public mainnet will show whether it can attract sustained third-party activity.
$AKA — @akadotfun
AKA is building around Uniswap v4 and meme-focused launches.
Its model uses a fixed 2% trading fee, with part of the economics designed around creators, traders and holders.
It is also experimenting with RWA-related fee routing.
$UBI — @UBIdotFUN
UBI is another Uniswap v4-based launchpad.
It is positioning around 0% launch fees and fee sharing between creators, traders and holders.
The interesting part here is the use of v4 hooks to define how the market operates.
@arcpad_meme
ArcPad takes a more straightforward approach.
The full token supply goes into a locked Uniswap V3 position from the first block, with an anti-snipe mechanism.
No bonding curve graduation — liquidity is there from the beginning.
@minarafun
Minara is more than a launchpad.
It combines token discovery, launching and trading, making it useful as a map of what’s happening across Arc.
The important distinction: being visible on a scanner doesn’t automatically make a project good.
Then there’s @ArcDEXScan, now operating around the RadarDEX brand, which gives traders another surface for discovering and tracking Arc tokens.
This is what makes Arc interesting right now.
There isn’t one launch model.
You have:
• Locked liquidity from block one • Bonding curves • Social/X-based launches • Uniswap v4 hooks • Cross-chain USDC liquidity
And now all of them are competing for the same thing:
Real users. Real USDC. Real volume.
Private-mainnet numbers gave us the first signal.
Public mainnet gives us the real test.
I’ll be watching third-party volume, liquidity quality, retention and where the money actually flows.
Because a big volume number means very little if most of it comes from the platform’s own token.
Read the launch mechanism before you buy the ticker. https://x.com/Tizzy_Krypt/status/2100150772532916444
## @leeky_k_crypt (AMk.Crypto 🧢) · 09-16 05:14 · ♥43 ↻1 💬19 🔥 STELLAR LEADS BLOCKCHAINS IN TOKENIZED FUND GROWTH
Stellar added roughly $2.5B in tokenized fund value in 2026, according to RWA data.
That puts $XLM ahead of Solana, Avalanche and Injective, while BNB Chain is the only network with comparable growth. https://t.co/XLYJM4EPyE https://x.com/leeky_k_crypt/status/2100090972562436284
## @arc (Arc) · 09-16 10:30 · ♥51 ↻4 💬1 Tokenized assets are live on Arc.
For eligible users, USYC, BUIDL, JAAA, JTRSY, and cirBTC bring collateral, programmable assets, liquidity, and yield opportunities into one shared environment.
Tokenized assets and RWA ecosystem: @AssetoFinance, @Bitwise, @BlackRock, @circle, @DinariGlobal, @humafinance, @JHIAdvisors, @maplefinance, @matrixdock, @NewYorkLife Investment Management in partnership with @centrifuge, @Proshares, @Securitize, @USDai_Official, @xStocksFi by Payward https://x.com/arc/status/2100170562504990880
## @kubvil551 (kubvil | (❖,❖) "⌘" .ink (🔟/🔟) Endless 𒀭) · 09-16 06:27 · ♥41 ↻0 💬6 Recent Base partnerships are concentrating on two fronts - bringing traditional financial assets onto the blockchain, and embedding blockchain payment rails into everyday apps used by millions. For projects, this means access to ready-made distribution; for ordinary people, it means using onchain finance without ever knowing it's onchain.
The most consequential partnership came in May. Coinbase designated Centrifuge as its "preferred tokenization partner" for @base and made a seven-figure strategic investment in the company . Centrifuge will serve as the default issuance layer for tokenized ETFs, credit funds, and structured products across Coinbase's ecosystem - including Base . The first licensed onchain S&P 500 index fund, deSPXA, already launched on Base through a partnership with S&P Dow Jones Indices and Janus Henderson, offering eligible non-U.S. users exposure to an equity index fund that trades 24/7 . For projects building on Base, this means institutional-grade assets are now native to the chain rather than locked behind permissioned walls. For individuals, it means familiar financial products become accessible without a brokerage account or market hours.
Then there's the consumer payment layer. TrueMoney, Thailand's largest digital payments provider with roughly 20 million monthly active users, partnered with Fireblocks to launch an embedded wallet for a Thai baht-pegged token (THBT) directly inside its existing app, built on Base . The pilot started in August 2025 with 3,000 users and is expanding to 20,000 participants in mid-August 2026, with monthly issuance capped at 10,000 THBT per user under the Bank of Thailand's regulatory sandbox . Fireblocks handles custody and key management behind the scenes - no seed phrases, no gas fee anxiety, no separate crypto app . This is the clearest signal yet that Base is becoming the settlement layer for mainstream payment apps rather than just a venue for crypto-native speculation.
On the technical side, Base is preparing the Cobalt upgrade, targeting late September 2026, which introduces "validity transactions" - transactions that only execute when specific onchain conditions are met . For developers, this is a new primitive for conditional payment flows and automated settlements. For users, it means fewer intermediaries and more programmable financial logic. The upgrade also migrates Base to a Trusted Execution Environment and improves the B20 token standard .
For early-stage teams, Base Batches 004 is distributing $1 million across 10 teams - $100,000 each - with an eight-week bootcamp and Demo Day in New York this November . The program prioritizes teams building in trading, payments, agents, financing, and asset issuance, with Base as the default network . Applications closed September 9, but the pattern is clear: Base is actively funding the next wave of onchain financial products rather than waiting for them to emerge organically.
At the sovereign level, Bermuda announced plans in January 2026 to build what it calls the "world's first fully onchain national economy," using Circle's USDC on Base for payments across government agencies, financial institutions, and local businesses . The island's estimated GDP is roughly $8.4 billion, and the government framed the move as a practical response to expensive and restrictive traditional payment rails rather than an ideological bet . Coinbase and Circle were both already licensed under Bermuda's Digital Asset Business Act, introduced in 2018 .
The August ecosystem update added 25 new projects and integrations in a single month, spanning MXNB (a Mexican peso stablecoin via Bitso), ZARU (a rand-backed stablecoin), Credifi (unsecured loans based on onchain reputation), and AWS AgentCore Payments leveraging the x402 standard to let AI agents pay fractions of a cent for API calls and compute . Bitwise, the crypto asset manager, also appeared among partner names, adding institutional weight to the tokenization push .
Taken together, the pattern is consistent: Base is not competing to be the fastest or cheapest chain. It is positioning itself as the place where traditional assets become liquid, where payment giants go onchain, and where sovereign economies experiment with programmable money. For projects, that means infrastructure and distribution channels that don't need to be built from scratch. For individuals, it means blockchain becomes invisible -but useful. @baseposting @base @buildonbase
#Base #Coinbase #RWA #CryptoPayments #OnchainEconomy https://x.com/kubvil551/status/2100109361989177535