RWA.xyz Directory V2 Expands to 200+ Companies and Goldfinch's First On-Chain Distressed Debt Case: September 2026 US Stock Inflation Pressure and RWA Data Tools Guide
RWA.xyz V2 and Goldfinch Tugende default show how to verify RWA data; Sep 9, 2026 inflation and 4.82% 10-year yield set macro risk; not investment advice.
Article Citation Summary
RWA.xyz V2 and Goldfinch Tugende default show how to verify RWA data; Sep 9, 2026 inflation and 4.82% 10-year yield set macro risk; not investment advice.
Key Summary: The RWA.xyz Directory V2 was updated on November 14, 2023, expanding the number of listed companies from fewer than 20 to over 200; the default of the Tugende loan on the Goldfinch platform illustrates the identification and valuation of on-chain distressed debt; on September 9, 2026, the US Treasury yield rose to 4.82%, providing a macro risk backdrop for RWA assets. This article is compiled from official blogs and media reports, with all figures dated to their original sources, and does not constitute investment advice.
RWA.xyz Directory V2 Update: From Fewer Than 20 to 200+ RWA Companies
On November
References and verification links
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FAQ
What are the three new categories of companies added in RWA.xyz Directory V2? ▼
Added three categories: Infrastructure & Service Providers, DeFi Protocols, and RWA Issuers & Originators, based on the official blog of November 14, 2023, the specific listing may have changed.
How to filter RWA issuers that match a specific on-chain network using the directory? ▼
First select the company type 'RWA Issuers & Originators', then cross-filter by execution network and asset class, and finally verify with the project's official website and on-chain contracts.
How is the 26% discount of Goldfinch's FIDU token derived? ▼
As of September 17, 2023, the FIDU price in the Curve pool was about $0.80, the protocol NAV was about $1.15, and after considering the full write-down of Tugende default, the net NAV was about $1.087, corresponding to a discount of about 26%.
How large is the impact of Tugende's default on all Goldfinch assets? ▼
According to the analysis on September 18, 2023, it may cause a total loss of $5 million and lead to a discount of about 26% for FIDU; but this data is outdated and needs to be verified with the latest information.
Is the rise in US Treasury yields in September 2026 bullish or bearish for RWA projects? ▼
The rise of the 10-year Treasury yield to 4.82% increases the risk-free rate, which may raise the financing costs of RWA projects and depress the valuation of risk assets, but the impact varies across projects and needs to be judged based on the actual product.
When does the data in the article update to, and how to verify the latest values? ▼
RWA.xyz directory data is as of 2023-11-14, Goldfinch data as of 2023-09-17, macro data as of 2026-09-09; verification should go back to the official blog, on-chain contracts, and exchange data sources.