# RWA — X 热门讨论 (2026-09-27 05:21 UTC)
## @NetNetCap (NetNet Capital) · 09-27 05:04 · ♥82 ↻17 💬14 Shareholders,
~0.75% of the NET supply now sits in Net Advance, locked for 30 days. We just added another $100,000 in Advance Opportunities. The RWA sleeve is set to earn ~120% APR on this capital, and has already earned more via early repayments.
Buy Now, Pay Never.
We also just bought another $100,000 of NET and will continue to buy more at these levels.
More Soon. https://x.com/NetNetCap/status/2104074557338567157
## @habibk79 (Habibk.HK 🍌) · 09-27 03:03 · ♥54 ↻6 💬50 The more I study DePIN and RWA in Web3, the more interesting @DualMintRWA becomes.
The main point here isn’t simply the word RWA it’s that revenue is being generated from 200 operating claw machines, with an attempt to bring that cash flow onchain through Solana.
The PLAY pre-deposit is currently open, with a $230K target and a 12–15% annual lease rate, along with USDC distributions.
What interests me most is the connection between physical machines and onchain finance.
Steel earns it. Solana moves it.
Now I want to see how scalable this model can become when the revenue is coming from real machine activity.
I’m keeping an eye on Uptime and following @DualMintRWA for the next updates. https://x.com/habibk79/status/2104044276950995281
## @0xjhotka (Dr. Jhotka🍌) · 09-27 03:31 · ♥45 ↻4 💬34 Good morning my x family
DeFI-privacy - RWA - launchpad This market this trend
@NucleusCodes https://t.co/EWn2nXkGRI https://x.com/0xjhotka/status/2104051190283792662
## @Baili1018 (百里) · 09-27 02:50 · ♥40 ↻0 💬44 Zama 最近走出一波强势行情，再加上 Vitalik 长期为隐私技术发声，市场对隐私赛道的关注度明显又回来了。
虽然我错过了不少机会，但只要一个赛道仍在持续发展，什么时候开始研究都不算晚。
现在关注跟踪一个项目，我已经很少只盯着融资、团队和 VC 背书。这些信息当然有参考价值，但团队可以挂名，资本可以站台，融资数字也可能存在水分，真正难以包装的还是产品数据和实际使用情况。
@primus_labs 作为连接 Web2 数据与 Web3 应用的去中心化验证和隐私层，目前已经形成了一组能够反映用户规模、市场采用与商业化进展的核心数据：
谷歌插件下载量超过 7 万，总用户数突破 100 万，付费 B 端客户达到 10 家以上，PoR TVL 超过 7200 万美元。
单看其中任何一项或许不算夸张，但综合起来，说明 Primus 已经不只是停留在技术叙事，而是形成了一定的用户规模、企业付费能力和真实数据验证场景。更重要的是，它正在尝试平衡隐私保护、数据可信与实际应用，这也是隐私基础设施走向商业化必须跨过的一道门槛。
目前获取积分主要有两种方式：一是参与质押，每 50 美元按 1 分计算；二是完成交易所、社交媒体等验证任务。整体参与难度不高，任务每周都会更新，之前参与过的朋友记得定期回来看看。
从隐私支付、RWA 到机构链上金融，越来越多场景都需要“证明数据真实，但不公开原始数据”的能力。隐私或许不再只是一条独立赛道，而会逐渐成为链上金融的通用基础设施。
沿着这个方向看，Primus 值得继续关注。
XP 参与入口： https://t.co/qZPOJDl16r https://x.com/Baili1018/status/2104040832236171428
## @CryptoDa_Bless (Da Bless) · 09-27 04:48 · ♥54 ↻7 💬15 Stablecoins might be one of the biggest shifts happening underneath crypto right now.
For years, they were mostly treated as a way to park dollars inside crypto.
That framing is starting to feel outdated.
Stablecoins are increasingly becoming a distribution layer for the dollar itself.
The US is moving toward a clearer regulatory framework for dollar-backed stablecoins, while policymakers are also paying more attention to how they could reinforce the global role of the dollar.
And that matters because regulation + liquidity + distribution can create a pretty powerful flywheel.
More regulated stablecoins → more dollars moving onchain → deeper liquidity → more financial activity → more reasons to hold and use stablecoins
The numbers are already getting large.
Stablecoin supply is around $305B, with USDT at roughly $184B and USDC around $75B
But supply alone isn't the part I find most interesting.
It’s what happens after the dollar gets onchain.
That liquidity can move through: • Trading markets and exchanges • Payments and card networks • Lending and credit markets • DeFi protocols • Tokenized stocks, funds and other RWAs • Cross-border transfers • Onchain treasury and yield products
That creates a much bigger stack than just “stablecoin issuers.”
You have companies like @circle issuing the assets.
You have networks like @ethereum and @solana providing the settlement layer.
You have exchanges and financial platforms like @coinbase, @binance, @okx and @RobinhoodCrypto providing access and liquidity.
Then you have payment infrastructure and DeFi/RWA protocols trying to put those dollars to work.
And this is where I think the interesting competition starts.
If stablecoin adoption keeps growing, there could be enormous value in controlling the infrastructure that moves, settles, exchanges or deploys those dollars.
The stablecoin itself might only be the starting point.
The real opportunity could be everything built around the liquidity.
The bigger question isn’t just how large the stablecoin market can get.
It’s what happens when hundreds of billions of dollars can move globally, settle instantly, and plug directly into financial applications.
Because the real value may not sit in the stablecoins themselves.
It could sit in the rails moving the liquidity, the venues capturing the activity, and the protocols putting those dollars to work.
That’s the part of the stablecoin story I’ll be watching most closely. https://x.com/CryptoDa_Bless/status/2104070627233509856