RAX Finance
@RaxFinance
The Full-Stack RWA Layer for AI Infrastructure — Turning AI Compute and Energy into on-Chain Yield // Backed by @HashKey_Capital and @FBGCapital
256 Following 86.4K Followers
CNBC just put it simply: AI and onchain markets are starting to converge.
Not as a slogan — as market structure.
Access, settlement, and capital formation are all moving closer to the same rails.
When AI demand and onchain finance start occupying the same conversation, the asset side of that story gets more interesting.
The RWA ecosystem is where those two worlds actually meet.
Via @Ondo
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Tokenization will do for financial markets what the internet did for information.
“Music went from records to 8-tracks to cassettes to streaming. Now, anybody in the world can access any song at any moment.”
Ondo’s John Hoffman tells CNBC why the same transformation is coming to financial markets:
“This technology will democratize access for anyone with internet access and a wallet.”
Through tokenization, financial markets are becoming internet native, improving how they operate and expanding who they can serve.
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NVIDIA called AI factory compute an investable asset class.
Not a chip cycle.
Not a one-off data center project.
A productive infrastructure asset — financed by long-term capital, serving multiple customers, and generating revenue over time.
When one of the world’s largest compute companies and leading infrastructure investors start treating AI factories this way, the asset class becomes much harder to ignore.
And this is exactly where the RWA ecosystem is heading — and where we’re building:
Real infrastructure. Real usage. Real cash flows. Onchain.
Via @JensenHuang
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Compute and energy are becoming increasingly inseparable.
Every additional AI workload requires more than GPUs.
It requires electricity, cooling, networking, and physical infrastructure.
As AI demand grows, access to reliable power may become just as important as access to compute capacity.
In the AI economy, megawatts and megaflops are becoming two sides of the same equation.
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Onchain execution policies are getting more precise.
Routine actions go through immediately, while higher-risk ones enter a timelocked queue with clear enforcement.
As more real capital moves onchain, these control layers become increasingly important.
The RWA ecosystem keeps building stronger foundations.
Via @centrifuge
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The Onchain Execution Policy sorts every manager action before it executes.
- Routine and bounded actions execute immediately
- Actions that carry material risk enter a timelocked queue
@offerijns on the reasoning, and on what sentinels do in Centrifuge V3.3.
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🎁 The GPU Price Prediction Bonus Challenge is live!
Starting August 20, we’ll have 12 prediction rounds running through August 31.
Think you can beat the GPU market?
📌 Check the full details here:
Keep predicting. Keep improving.
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Robinhood’s CEO just described tokenization as a supercycle that will “eat the entire financial system.”
When leaders at this level start using language this strong, the scale of the shift becomes clearer.
More of the real economy is moving onchain.
The long-term outlook continues to look increasingly constructive.
Via @RWAFoundation_
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Robinhood CEO Vlad Tenev says we're at the beginning of a tokenization supercycle that will "eat the entire financial system."
🎨 RAX Cube Design Contest is back!
Same Cube. New ideas. 👀
This time, keep the text minimal — let your creativity do the talking.
🧊 Use the RAX Cube
✨ Add emojis, outfits, props, accessories, or anything you can imagine
🚫 Less text, more creativity
📅 Deadline: August 28, 11:59 PM UTC
📩 Submit your creation:
What will your Cube become? 👀
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The future of finance is being tokenized.
Regulatory clarity in the U.S. is starting to clear the path for more open and competitive onchain markets.
As traditional assets move onchain at scale, the opportunity expands to entirely new categories of real-world value.
The trajectory is becoming clearer.
Via @Ondo
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The future of finance will be tokenized.
Regulatory clarity will unlock open, accessible, and competitive markets in the U.S.
A new era for U.S. markets is underway 🇺🇸
The golden age of tokenization is already underway.
Trillions in stocks, ETFs, funds, and Treasuries are set to move onchain.
As traditional finance fully arrives, the opportunity expands far beyond financial instruments.
Physical infrastructure that powers the real economy — especially AI compute and energy — is next in line to become liquid onchain assets.
The scale of what’s coming looks significant.
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Welcome to the golden age of tokenization.
Trillions in stocks, ETFs, funds, and Treasuries will enter the onchain economy.
Every market starts with a question.
Will AI compute demand continue to grow?
Will GPU prices rise?
Will data center capacity keep expanding?
Prediction markets turn uncertainty into something measurable.
As AI infrastructure becomes an investable asset class, understanding probabilities may become just as important as understanding prices.
That's a future we're paying close attention to at Rax Finance.
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Financial markets have evolved alongside every major industrial shift.
From commodities.
To energy.
To digital assets.
The AI economy introduces a new category:
Computational infrastructure.
At Rax Finance, we're exploring how markets can better understand, measure, and interact with the infrastructure powering the AI era.
The future of finance will not only value assets.
It will value future possibilities.
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If you had 10,000 USDC today, what would you do?
A. Keep it in your wallet
B. Deposit it into a vault
C. Lend it on DeFi
D. Something else
Tell us your reasoning 👇
🎬 RAX Finance Video Contest is live!
We’re inviting the community to create and share your vision of RAX. 🚀
📅 July 28 – August 3
Choose your topic:
🧊 RAX Finance Cube
🌎 Real-World Assets (RWA)
🏦 RAX Vault
Create an original 30–90s video:
• Post it on X and tag @RaxFinance
• Submit your entry here:
🎁 More details about rewards can be found in our Telegram community.
Show us your creativity 👀
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RWA active market cap has grown from under $1 billion to over $30 billion since 2022.
That’s more than a 30x expansion in just a few years.
The chart from @RWAFoundation_ makes the trajectory obvious — real capital is flowing into tokenized real-world assets at an accelerating pace.
The market is already compounding. The next leg is infrastructure.
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RWA Active Market Cap - growth since 2022.
Total active market cap has climbed from under $1B to over $30B. 📈
Via @defillama.
Tokenized assets just added over 200,000 holders in a single week — a roughly 20% jump — after Robinhood launched tokenized stocks.
This is what real mainstream reach looks like: everyday users accessing real-world assets at scale through a major consumer platform.
Adoption is accelerating. The infrastructure layer is next.
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Tokenized assets added more than 200,000 holders in a single week, a jump of roughly 20%, as @RobinhoodApp launched their tokenized stocks.
It reflects tokenized assets reaching a mainstream, retail-scale audience through a major consumer platform.
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We're planning the next phase of the Rax community.
If you could add one thing to Rax Finance, what would it be?
No idea is too small.
We're reading every comment.
Yield is a result.
Strategy comes first.
Sustainable returns don't happen by accident.
They come from disciplined execution, thoughtful risk management, and consistent capital deployment.
In your view, what defines a well-designed vault?
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⏰ Reminder, Rax Fam!
The @RaxFinance × @WorldClawAI campaign ends July 23.
If you haven't joined yet, now's your chance to complete the tasks and qualify for the 3,000 USDT Credits Pool. 🚀
👉
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🤝 RaxFinance × @WorldClawAI
We've teamed up to bring exclusive rewards to our communities.
🎁 Complete the campaign for a chance to share a 3,000 USDT Credits Pool.
How to join:
✅ Register on the RAX Waitlist:
✅ Complete the @WorldClawAI follow task on the Waitlist
✅ Register at
✅ Submit the form:
⏰ Campaign ends July 23.
Good luck, Rax Fam!
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Tokenized stocks have quietly changed shape in just one year.
Crypto products no longer dominate. The AI and chips category has exploded from almost nothing to 15.5% of the market — the fastest-growing segment by far.
It’s proof that tokenization is moving into sectors that actually power the economy.
@RaxFinance is building the full-stack RWA layer designed exactly for this shift.
The market is voting with its capital. We’re building the infrastructure to give it what it wants.
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While the market for tokenized stocks is new, its composition has already changed greatly in the past year.
Crypto-linked products once dominated the market, but their share by market cap has dropped to 21% (as of June) from 79% a year earlier. They have lost the top spot to the "other" category — a long tail of hundreds of smaller listings — that now makes up 35% of the market, up from 15% a year earlier.
The rest of the market is climbing too. Megacap tech — tech companies with a market cap around $100 billion or more — now make up 10.6% of the market by market cap as of June, up from 0.6% a year ago. ETFs and indices grew to 17.3% of the market in that same period, up from 4.5% a year earlier.
The fastest riser has been, unsurprisingly, the AI and chips category. The category vaulted from less than $1 million in June 2025 — 0.3% of the market by market cap at the time — to 15.5% of the market as of a year later.
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