RE
现实世界资产 板块
综合强度 0.8实时RWA
Real World Assets (RWAs) refer to tangible or physical assets that have value in the real world. The tokenization of RWAs involves representing these assets digitally on a blockchain, allowing for fractional ownership, increased liquidity, and more efficient management and trading of these assets.
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
125.13+4.50% (30D)
同期 BTC 涨幅
+7.86% · 跑赢 -3.4pp
加载中...龙头分析 · Top 3 深度
Figure Heloc
FIGR_HELOC · 板块占比 35.3%
$1.04+3.70% · 24H
市值$21.27B
FDV$21.27B
换手率1%
板块占比35.3%
为什么领先：Figure Heloc以房贷类RWA为切入口，资产现金流和抵押逻辑清晰，最贴近“可验证、可分发”的现实资产代币化主线，具备行业示范效应。
Chainlink
LINK · 基础设施 · 预言机 · 板块占比 10.3%
$8.30-2.41% · 24H
市值$6.21B
FDV$6.21B
换手率3%
板块占比10.3%
为什么领先：Chainlink是RWA落地的关键基础设施，负责把链下资产、数据与链上合约连接起来，兼具预言机、跨链与互操作性优势，生态覆盖最广。
Stellar
XLM · 基础设施 · Layer1 · 板块占比 10.1%
$0.1788-1.93% · 24H
市值$6.12B
FDV$6.12B
换手率2%
板块占比10.1%
为什么领先：Stellar长期聚焦支付与资产代币化，链上转账效率和成本优势适合承载RWA发行与流转，是面向真实资产场景的成熟公链代表。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
| 17 |  ACNONAccenture (Ondo Tokenized Stock) | $148.58 | +4.62% | -1.89% | $873.28K | $194.69K | B+ |
| 4 |  SQQQONProShares UltraPro Short QQQ (Ondo Tokenized) | $45.13 | +3.74% | 0.00% | $971.25K | $40.87K | C |
| 19 |  LLYXEli Lilly xStock | $1,202.62 | +2.09% | +1.68% | $859.18K | $113.44K | B |
| 5 |  CRMONSalesforce (Ondo Tokenized Stock) | $161.23 | +1.21% | -5.76% | $943.62K | $403.38K | B+ |
| 13 |  XOMXExxon Mobil xStock | $157.57 | +0.11% | +5.93% | $902.16K | $3.49K | C |
| 11 |  SPGIONS&P Global (Ondo Tokenized Stock) | $446.21 | +0.02% | -5.89% | $911.58K | $56.06K | C |
| 1 |  DANDastra Network | $0.007825 | 0.00% | 0.00% | $986.40K | -- | C |
| 6 |  HYGONiBoxx $ High Yield Corporate Bond ETF (Ondo Tokenized ETF) | $83.23 | 0.00% | 0.00% | $941.66K | $5.79 | C |
| 9 |  MUBONDMu Digital muBOND | $0.9968 | 0.00% | 0.00% | $924.16K | $7.78K | C |
| 16 |  DTSLATesla Tokenized Stock Defichain | $21.43 | 0.00% | 0.00% | $873.51K | $177.88 | C |
| 18 |  JTRSYJanus Henderson Anemoy Treasury Fund | $1.11 | +0.00% | 0.00% | $870.23M | -- | B |
| 10 |  QNTQuant | $62.76 | -0.43% | -3.24% | $912.80M | $7.14M | C |
| 14 |  CANACANA Holdings California Carbon Credits | $29.21 | -0.68% | 0.00% | $900.90K | $8.30 | C |
| 2 |  CMGONChipotle (Ondo Tokenized Stock) | $31.94 | -0.92% | -6.98% | $984.63K | $56.49K | C |
| 7 |  ARIA20Arianee | $0.008688 | -2.08% | 0.00% | $934.18K | $7.06 | C |
| 20 |  COLLATCollaterize | $0.0008459 | -2.18% | 0.00% | $845.86K | $132.75K | C |
| 3 |  BSTBlocksquare | $0.01437 | -3.12% | -1.72% | $980.83K | $73.50K | C |
| 12 |  FUTUONFutu Holdings (Ondo Tokenized Stock) | $100.51 | -3.18% | +3.43% | $905.21K | $57.02K | C |
| 15 |  AXPONAmerican Express (Ondo Tokenized Stock) | $324.36 | -5.46% | -7.25% | $890.96K | $60.70K | C |
| 8 |  BMNRXBitmine xStock | $15.81 | -9.76% | 0.00% | $927.84K | $75.69 | C |
投资论点 · AI 综合
看多论点 · 4
RWA板块热度仍在，现实资产上链的长期叙事清晰。
龙头项目覆盖资产发行、数据连接和流转基础设施，产业链较完整。
资金更偏向有真实应用场景的标的，利于头部项目获得持续关注。
若宏观风险偏好回升，RWA作为“收益+合规”叙事更容易被市场接受。
看空论点 · 3
板块近7日资金净流出，说明短线追高意愿不足。
部分龙头24小时回调，强势延续性仍需观察。
RWA落地依赖合规、资产质量和链下执行，推进节奏可能不均衡。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 100% · 中性 0% · 看空 0%
看多 100%
KO
KOL 1 · @KOL 1
@WOOFUN
LATEST: @Telegram CEO Pavel @Durov announces Gram Wallet, a self-custodial crypto wallet with fee-free trading launching this summer for the app's 1 billion users, calling it "the largest self-custodial wallet deployment in human history." https://t.co/SwYWA3JQ6A
KO
KOL 2 · @KOL 2
@WOOFUN
Browsers, websites, and traditional software may be heading for extinction. Grok is part of the reason why. The next interface won’t always be you opening tabs, hunting menus, filling forms, comparing options, and dragging every little task across the internet by hand. AI agents can carry the intent. What you need. What you allow. What you prefer. What the business on the other side needs to know. Then they coordinate and get the task done. Software will still exist somewhere. But humans may stop being forced to personally click through all of it like unpaid admin staff. @Grok @xAI / Writer: Annette, Designer: Janné
KO
KOL 3 · @KOL 3
@WOOFUN
⚡️ JUST IN: Telegram founder Pavel Durov says Telegram will roll out a native non-custodial Gram wallet to all users this summer, enabling instant zero-fee crypto transactions for over 1 billion users. https://t.co/vjyfkjCmQA
KO
KOL 4 · @KOL 4
@WOOFUN
🔎 RESEARCH: Tokenized RWAs have grown more than tenfold since early 2024. Excluding stablecoins, just hit ATH at over $33B. But most of that capital is locked behind steep minimums. Some tokenized private credit funds require $500,000 to get in. Some corporate credit deals start at $5M. Does that mean tokenization is out of reach for retail investors? Not at all. In a new report with @eightlends, Cointelegraph Research examines how tokenized lending models are trying to bridge that divide. Explore the full report: https://t.co/nUp3PN41Mq
KO
KOL 5 · @KOL 5
@WOOFUN
🔥 LATEST: Bernstein raised its Robinhood price target to $160, citing tokenized equities and prediction markets as the company’s next major growth drivers. https://t.co/IG5iDUh9t3
KO
KOL 6 · @KOL 6
@WOOFUN
🌍 This summer will see the largest rollout of a non-custodial crypto wallet in human history. ⚡️Instant zero-fee crypto transactions for over a billion users are about to become reality. We're bringing a native non-custodial Gram wallet to every Telegram app! 💎
关键事件时间线 · 板块兴起到当前
2020-03板块兴起
链上资产代币化概念开始升温
RWA 作为“把现实资产搬上链”的叙事开始被市场关注，早期以债券、房地产和商品代币化为主。
2021-05协议发布
机构级代币化平台加速落地
多家合规导向项目推出资产发行与托管方案，推动代币化从概念转向可执行基础设施。
2022-06监管警示
加息周期压制风险资产偏好
宏观收紧削弱链上融资与高估值叙事，RWA 更强调收益、合规与真实现金流。
2023-04机构入场
国债与现金管理类产品带动关注
链上国债、货币市场和短久期收益产品成为热点，机构资金开始更认真评估 RWA 的配置价值。
2023-10生态扩张
代币化资产应用从单点走向多赛道
信贷、基金份额、发票和房地产等场景持续扩展，RWA 叙事从单一收益工具转向更广泛的资产上链。
2024-03估值修复
市场轮动推动 RWA 重新定价
在加密市场轮动中，RWA 因“真实收益+合规属性”获得更高关注，相关代币与基础设施同步走强。
2024-10风险点
流动性与合规分化加剧
随着项目数量增加，资产质量、托管结构和二级流动性成为市场分化重点，资金更偏好头部项目。
2025-06生态扩张
RWA 进入更成熟的基础设施阶段
市场开始从“讲故事”转向“看落地”，链上资产发行、结算、托管与分发链条进一步完善。
新闻动态
实时同步加载中...
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