# 代币化趋势

#代币化趋势 Recently, I saw the statements from the US SEC Chair and a major breakthrough from DTCC, which is truly exciting! The concept of tokenization has moved from science fiction into reality—traditional stocks, bonds, and government securities are all starting to be on-chain.
This reminds me of a very interesting quote from Tom Lee: the prices we see today are actually looking ten years ahead from the "telescope" to the end point. Many people get upset over short-term fluctuations but miss the super narrative of the next 5-10 years behind them. What does tokenization mean? It means the enti

#代币化趋势 Seeing the SEC's series of actions, I suddenly recalled the ICO boom of 2017. Back then, we were all discussing "disruption," but most projects vanished into smoke. Looking back now, the key difference is: back then, technology was seeking applications; this year, applications are seeking technology in return.
The DTCC has been approved for on-chain custody of tokenized assets, which is not just regulatory leniency—it's a signal that traditional financial systems are actively embracing the blockchain. I saw Bitcoin being mocked in 2013, and Ethereum being mythologized in 2017. This tim

#代币化趋势 After the a16z report was released, the most eye-catching aspect was still the tokenization trend. The $46 trillion stablecoin trading volume is right there—this is not a figment of imagination—already approaching three times the size of Visa. Moving traditional assets onto the blockchain is shifting from conceptual hype to actual implementation. What does this mean? It indicates that traders' operational logic is quietly changing.
The most intuitive feeling is: the liquidity of tokenized assets will improve increasingly, and their volatility patterns will gradually align more with tra

#代币化趋势 Recently, the hot discussion at Solana Breakpoint has revealed a phenomenon worth deep reflection for all investors — the wave of tokenization has truly arrived.
From stablecoins, stocks, bonds to gold, all financial assets are seeking new forms of existence on the blockchain. This sounds very exciting, but I want to remind everyone: lively ecosystem development and the safety of your assets are two different things.
I noticed that many industry leaders at the conference emphasized indicators such as institutional entry and liquidity growth. While these are signals of long-term optimis

#代币化趋势 The Solana Breakpoint conference really ignited the scene 🔥 The trend of tokenization is no longer just a concept; it is an ongoing reality.
JupUSD will go live next week, Galaxy is issuing stock tokens on Solana, Bhutan’s sovereign gold token TER is about to be launched... These developments are coming one after another, and it feels like the gates of traditional finance are being kicked open. Raoul Pal’s macro analysis is even more impressive — 2026 will be the true peak, and now is actually the beginning of the upward phase, which means there are plenty of opportunities.
The most e

#代币化趋势 After a wave of official announcements from Solana Breakpoint, I have to say—tokenization is really nothing new, but the way it's being done now is completely different.
From stablecoins to stocks and bonds, and then to gold and asset tokenization, the entire ecosystem is pushing in one direction: bringing traditional financial assets onto the chain. It sounds great, but I need to be upfront about the pitfalls involved.
First, behind the explosive growth of stablecoins, don’t be blinded by the hype. The launches of JupUSD, USDGO, USDG may look lively, but the question is: who guarantee

#代币化趋势 After reading the tokenization discussion at Solana Breakpoint, I have a different perspective I’d like to share.
Previously, when copying trades, I noticed many people were dazzled by the concept of "tokenization"—thinking that simply putting assets on the chain would generate profits. As a result, they rushed in following certain star traders and ended up getting cut. The core issue is: **The value realization of tokenization depends on liquidity depth and genuine trading demand, not the concept itself**.
I understand the logic on Solana’s side—Paxos applying for a clearing license,

#代币化趋势 Recently, I saw a particularly exciting trend—tokenized securities are moving from concept to reality! Major players like Galaxy Digital, Figure, and Animoca Brands are starting to practice equity tokenization on Solana. What does this signify?
The barriers of traditional finance are being broken down. Imagine, previously you had to go through Nasdaq to buy stocks, rely on brokers, and enter the DTCC settlement system—this process was complex and inefficient. But now? Native equity can be issued directly on the blockchain, with self-custody, self-trading, and self-settlement. Investors

#代币化趋势 Seeing this report from a16z, a familiar feeling arises. The $46 trillion stablecoin trading volume, surpassing PayPal by twenty times and approaching three times that of Visa—what is behind this number? It’s a deep transformation happening across the entire financial system.
I still remember the wave in 2017, when we were debating whether Bitcoin could replace fiat currency and the potential of Ethereum smart contracts. Those debates now seem somewhat overly idealistic. But the path of tokenization has never truly stopped; it’s just been slower and more pragmatic than we expected.
Thi

#代币化趋势 a16z Annual Report data is worth a close look. The trading volume of stablecoins at 46 trillion USD indeed reflects the maturity of on-chain financial infrastructure—approaching three times the size of Visa. What is behind this? Is it the concentration of liquidity or the explosion of genuine demand?
What’s even more noteworthy is that the tokenization trend has been listed as the top innovation direction for next year. Bringing traditional assets on-chain is not just a technical concept; it means new channels for capital inflow are opening. Tokenization of assets like US stocks, commo