# RWA — X 热门讨论 (2026-09-18 12:15 UTC)
## @Zorakrypt (Zora) · 09-18 09:00 · ♥46 ↻3 💬32 The biggest crypto story this week was not Bitcoin. It was what started happening around it.
$BTC moved between $75K and $79K, but underneath the price, a lot was changing.
Circle launched @arc
Tokenized US stocks got a new push.
Aave went deeper into real world assets.
Bitcoin got another push into DeFi.
Private swaps came to Ethereum.
Prediction markets expanded on Solana.
Then the Fed and regulation added more pressure to the market.
Let’s break down what happened this week and why it matters
➢ Circle launched Arc
Circle finally launched Arc, its own blockchain built around stablecoins, payments and institutional finance.
The interesting part is not just another new chain.
Circle is trying to build a place where large financial transactions can happen onchain.
That is a much bigger bet than simply launching another network.
➢ Tokenized stocks took another step forward
The SEC opened a five year path for certain regulated platforms to trade tokenized US stocks onchain.
In simple terms, stocks could start trading in a format that works more like crypto while still following market rules.
That could bring traditional markets closer to blockchain.
➢ Aave is going deeper into real world assets
Aave introduced its RWA Hub on Avalanche, giving institutions a way to borrow against real world assets.
Crypto lending is slowly moving beyond crypto tokens.
That shift could bring a whole new group of users into DeFi.
➢ Bitcoin keeps moving into DeFi
Stacks launched a three month BTCFi campaign with 3 BTC in rewards through Zest Protocol and Bitflow.
The bigger point is simple:
Bitcoin is becoming more useful beyond just holding BTC.
➢ Privacy came to Ethereum
Zama launched its Confidential Swap Protocol, allowing users to make private swaps on Ethereum.
It is another sign that privacy is becoming a serious part of onchain trading.
➢ Solana got another prediction market
World went live with a Solana based prediction market.
Prediction markets have been getting more attention, and Solana is becoming one of the places where these products are being built.
➢ Regulation shook the market
The CLARITY Act failed to advance in the Senate in a 49 to 50 vote.
That added more uncertainty around US crypto market rules.
At the same time, the SEC moved ahead with its Innovation Exemption for certain tokenized securities.
So while one part of regulation hit a wall, another part moved forward.
➢ Then came the Fed
The Fed raised rates by 25 basis points to 3.75% to 4%.
BTC briefly dropped toward $75K before recovering.
The market is now dealing with a different environment where rate cuts are not the only story.
➢ Bitcoin held up, but flows told another story
BTC ended the week around $77K while ETF flows were still mixed.
ZEC stood out with a major move higher, while some altcoins also bounced.
But the bigger question is whether fresh money starts coming back into the market.
Because price holding up is one thing.
New money coming in is another.
And that is what I am watching next.
Crypto is slowly becoming bigger than just Bitcoin and altcoins.
Stocks, payments, lending, privacy and financial markets are all moving closer to the blockchain.
The charts tell us where the market is.
The real question is, are we paying enough attention to what is being built? https://x.com/Zorakrypt/status/2100872662973022681
## @CoinDelisi (CoinDelisi Ω) · 09-18 07:26 · ♥54 ↻2 💬20 Günaydınlar, bugün biraz yüzeysel de olsa onchain'e dalalım ve Robinhood chain aktifleştiğinden beri kabaca ne durumda bakalım mı?
Açıkçası topluluk ve son dönem yatırımcı görüşlerine bakıldığında, geleneksel finans devlerinin #Web3 raylarına oturmasının yarattığı heyecan hakimdi, biraz azalsa da hala devam ediyor gibi.
Tabi hızlı ve kolay (!) para kazanma imkanları topluluğuda kısa sürede buraya çekti diyebiliriz.
Özellikle geleneksel varlıkların (hisseler vb.) zincire taşınması ve #L2 ağları arasında kısa sürede en yüksek gelir üreten mecralardan biri haline gelmesi ghost chain ön yargılarını kırdı.
🔹 Genel Tablo ve TVL
İşler oldukça tıkırında ilerliyor. Zincirdeki Toplam Kilitli Değer (#TVL) 963 milyon doları aşmış durumda. Kısacası yaklaşık 1 milyar dolarlık devasa bir havuzdan bahsediyoruz.
🔹 Kullanıcı ve Hesap Büyümesi
Hesap sayılarına baktığımızda ivmenin dikleştiğini görüyoruz. Günlük kümülatif hesaplar 15 milyona merdiven dayamış durumda. Ağustos ortasında yaşanan o ani hareketlilik (aktif hesaplarda ve günlük işlem hacimlerinde görülen o büyük mumlar) ekosistemin ne kadar hızlı tepki verebildiğini net şekilde gösterdi.
🔹 İşlem Hacimleri ve DEX Hacmi
Sadece hesap açılmıyor, işlem de dönüyor. Kümülatif DEX hacmi 60 milyar doları çoktan geride bırakmış durumda. Günlük DEX hacmi ise 1.4 milyar dolar civarında seyrediyor.
🔹 Stablecoin ve #RWA
Zincirdeki stablecoin piyasa değeri de 1 milyar dolar sınırını aşmış durumda. Bunun yanında yaklaşık 287 milyon dolarlık RWA (Gerçek Dünya Varlıkları) AUM de sistemin arka planını besliyor.
Veriler hacmin ve ilginin henüz hız kesmediğini net bir şekilde söylüyor.
Siz bu büyüme trendini nasıl buluyorsunuz? Devam edecek mi? Kendi gerçek kitlesini oluşturabildi mi? https://x.com/CoinDelisi/status/2100848968997499076
## @ZeusRWA (Zeus 🇬🇧) · 09-18 09:50 · ♥42 ↻7 💬12 The RWA Recap: Everything That Happened in the Last 48 Hours https://x.com/ZeusRWA/status/2100885154503725336
## @graildoteth (Grail.eth) · 09-18 10:15 · ♥46 ↻5 💬8 I've seen a lot of action in some of the new DeFi protocols ($PARE and $NOTE, for example).
It's great to see the infra thesis starting to playing out on RHC.
There are definitely some mispriced assets right now if you look around.
$EARN has a TVL of 1.4M and sits at ~3.3M FDV, down about 50% from its ATH a week ago. The developer ships new features weekly.
Yes, this is not as 'sexy' as some of the more flashy new DeFi protocols. But it's valuable, and imo it will inevitably experience TVL expansion as tokenized equities grow on RHC.
It's the only protocol that offers significant yeild just by depositing your onchain equities into one of the omni pools (or an automatically managed pool).
They are building a new DeFi primitive with the Omnipools, which shares liquidity between multiple assets
The addition of leveraged omni pools to increase yeild adds even more optionality for yeild.
With the recent bullish news about the SEC innovation exemption onchain equities, it's clear that the tokenized RWA market is going to see huge growth. And $EARN, as the yeild layer, is poised to benefit.
The dev is shipping rapidly, and the project sits at the heart of this cycle's strongest narrative. I think the market cap will reprice soon. I find it strange that the price has dipped given the rise of other protocols tied to tokenized stocks, but it also means you can get a good deal.
I've got a very large bag of $EARN, but I bought more here at this market cap because it's so mispriced increasing my position.
I've bought in at 1.5M, 2M, 3M, 5M, and even 6M. So I'm probably just a little bit over my cost, given the capital invested between 3-6M.
But I feel these buys will look cheap in some weeks and months, when @EARNONHOOD is sitting at 30 to 100M cap and is the number one yeild protocol on RHC, with 9 and even 10 figures of TVL locked into the protocol.
We are still early here. https://x.com/graildoteth/status/2100891516311109701
## @RWAFoundation_ (RWA Foundation) · 09-18 08:26 · ♥46 ↻6 💬5 Tokenization is like a freight train. https://x.com/RWAFoundation_/status/2100863953907716364
## @ZeusRWA (Zeus 🇬🇧) · 09-18 09:06 · ♥41 ↻6 💬3 Super grateful to our @RWAFoundation_ members supporting the mission of open finance for all.
From tokenization platforms, to institutional lending, to the L1s moving it all onchain.
From tokenized US stocks and pre-IPO exposure, to government bonds, private credit and reinsurance.
From collector cars, to RWA launchpads, DEX liquidity, investor verification and onchain data.
Every corner of RWAs, building together. > 引用 @RWAFoundation_: From treasuries and private credit to pre-IPO stocks, reinsurance and collector cars.
These 18 teams are building real world assets onchain as RWA Foundation members.
@Securitize @maplefinance @solana @avax @plumenetwork @PreStocks @DinariGlobal @StellarOrg @Brickken @DRVNLabo @Credefi_finance @onrefinance @etherfuse @RealFinOfficial @IxsFinance @orca_so @accreditoken @tokenterminal https://x.com/ZeusRWA/status/2100874051707171256
## @ustyianskyi (Nazar) · 09-18 08:30 · ♥40 ↻1 💬10 daily early projects
@tenkafinance – building market infrastructure for asset-backed credit ($2m pre-seed, Maven 11, Gami Capital)
@antidote_game – onchain survival game with DeFi mechanics
@Tickr_co – RWA perpetual DEX bringing markets onchain
@traderwars – competition layer for traders on Hyperliquid
@goassay – coming soon on Robinhood Crypto, something early
@northbookprop – prop firm offering fully auditable funded trading
@intercepta_ – real-time onchain risk screening across networks
@TryBeaver – turns card swipes into stock investments, launching on Solana
shoutout to @frontrunvc for helping find these early bookmark if useful follow or miss tomorrow's alpha https://x.com/ustyianskyi/status/2100865098306695308
## @RWAFoundation_ (RWA Foundation) · 09-18 08:08 · ♥41 ↻4 💬0 .@arbitrum led tokenized funds growth over the last 7 days, adding $110M.
Source: @tokenterminal https://t.co/RmGekioMf6 https://x.com/RWAFoundation_/status/2100859554925875425