Tokenization of US Stocks: A New Focus in the Blockchain Market

Recently, the tokenization of U.S. stocks has become a hot topic in the global blockchain market at an astonishing speed. According to data platforms, the market value of tokenized stocks has reached 422 million USD, with the number of holders exceeding 50,000, an increase of nearly 2000% compared to a month ago.

Observing the recent market trends, it is not difficult to find that traditional US stock stars such as Apple, Tesla, and Nvidia have quickly landed on blockchain platforms. These stocks are no longer limited to trading hours on Wall Street, but have achieved 24-hour circulation among global investors.

This wave of tokenization not only reflects technological breakthroughs but is also an inevitable result of changes in market demand and the regulatory environment, gradually altering the global investment landscape.

Driving Factors of On-Chain US Stocks

The tokenization of US stocks will enter a period of explosive growth in 2025, mainly driven by the following factors:

1. Breakthrough in technical bottlenecks: Mainstream public chains such as Ethereum and Solana have the capability to support large-scale asset tokenization. The maturity of cross-chain bridges and decentralized identity verification mechanisms has also lowered the threshold for traditional assets to enter the Blockchain.

2. Global investment demand surges: Investors from emerging economies are showing unprecedented interest in US stocks, but traditional channels have high thresholds and costs. On-chain US stocks provide global users with a low-threshold, low-cost 24-hour investment channel.

3. Global Strategy of the US Dollar: The tokenization of US stocks provides a new value flow pathway for USD stablecoins, becoming one of the channels for the repatriation of US capital globally. This aligns closely with the internationalization strategy of the US dollar and helps attract global capital to gather around USD assets.

Exploration Paths of Different Platforms

1. A certain platform uses a "native" method to turn stocks into NFTs and ERC-20 tokens circulating on the Ethereum network. Although users can truly "own" the tokens, the liquidity and composability of the NFTs are limited, and the trading efficiency and user experience still need improvement.

2. Another platform is more like an extension of traditional financial institutions, holding actual US stocks in a regulated European securities system and issuing 1:1 pegged Tokens. This approach lowers the threshold for institutional participation, but users have limited control over their assets.

3. A certain trading platform plays the role of an "interface", integrating existing token products to provide users with a familiar interface and convenient trading experience. Although this method lowers the threshold, the on-chain attributes are relatively weak.

These models emphasize asset ownership, credibility, and transaction convenience, attempting to find the best expression for traditional financial assets on the Blockchain.

The Impact of On-Chain US Stocks

1. Achieve around-the-clock trading: Break geographical and time constraints, making US stocks a globally tradable asset 24 hours a day.

2. Lowering the global investment threshold: Simplifying cross-border investment processes to allow ordinary users to directly participate in U.S. stock investments.

3. Injecting real assets into DeFi: On-chain US stocks provide real enterprise support and cash flow for decentralized finance, helping to build a more mature on-chain financial ecosystem.

4. Promote financial innovation: These assets can be combined, collateralized, split, and repackaged, facilitating the birth of new financial products.

Conclusion

The tokenization of US stocks reflects the strong demand for blockchain in real assets. It is not only the digitization of traditional assets but also an attempt by Web3 to actively seek reliable asset anchors. This trend is reshaping the global financial landscape and opening up new possibilities for the integration of blockchain and traditional finance.