2026-01-13 19:22:34

Friends trading meme coins in 2025, you may have already noticed some anomalies. Projects with unclear whitepapers have seen crazy surges, and their pullbacks are just as brutal. But the real opportunity has long shifted to the "real asset on-chain" track. If you had to pick one direction most likely to explode in 2026, tokenization of U.S. stocks is undoubtedly the top priority.

Let's look at some data first. According to DefiLlama and RWA.xyz, in 2025, the locked value in the RWA sector has surpassed decentralized exchanges, becoming the fifth largest category in DeFi. The entire sector has reached $25.7 billion, a 114% year-over-year increase—more than double the growth rate of the entire digital asset market. But this is just the surface.

Currently, most assets in the RWA market are concentrated in private credit and U.S. Treasuries. The real "killer app"—U.S. stock tokenization—has just begun. Just look at the current data: on-chain assets related to U.S. stocks amount to only $440 million, accounting for just 1.7% of the RWA market. This proportion is surprisingly low, but the hidden opportunities behind it are enormous.

Why do I say that? Because the scale of DTC-managed U.S. stock assets is $74.1 trillion—equivalent to 90% of the global GDP and more than 30 times the current total market cap of the crypto market. This means the potential market space for on-chain U.S. stocks has yet to be fully tapped. From a 1.7% penetration rate to large-scale adoption, the growth potential in between is enough to redefine the entire Web3 value distribution.

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TokenStorm

· 9h ago

A 1.7% penetration rate sounds very appealing, but can the $74 trillion US stock market really be on the blockchain? I’ve bet half my position on US stock tokenization, now just waiting to be proven wrong or to get rich quick [dog head]

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GateUser-26d7f434

· 9h ago

1.7% penetration rate? That number looks pretty scary, but how many are really all-in on US stock tokenization? Speaking of air coins, they've already cut people deep. Now seeing these kinds of data gives me some PTSD. RWA is indeed picking up, but bringing US stocks on-chain still takes time. Don't be too optimistic. 257 billion sounds like a big scale, but it can disappear with a regulatory gust. I believe in the 74.1 trillion potential, but how to land it is the key, right? Instead of studying penetration rates, it's better to see which projects can really survive until next year. Honestly, from private credit to US stock tokenization, there's still a long way to go. It was high time to bottom out RWA. Why only realize now? But on the other hand, this track is quite interesting, definitely more solid than those pure air coins.

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ThreeHornBlasts

· 10h ago

1.7% penetration rate... This number is really shocking, the potential is outrageously large --- Another saying of "the next hot spot," but the logic of US stock tokenization indeed stands up --- Wait, 74.1 trillion? How could this not trigger a boom --- Junk coins should cool down now. Looking at these data now, I finally understand what a real track is --- It sounds good, but I'm afraid it's just another overhyped concept --- RWA growth rate of 114%, this is the area to focus on --- US stock tokenization is here, just waiting for takeoff in 2026 --- The question is, is it still possible to enter now? Some projects are already positioning themselves --- I used to go all-in on junk coins, and now after reading this article... I regret it to death --- Over 30 times growth potential? I can't hold it anymore, how much wildness does it take to achieve this

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