Tokenized Stocks to Become Bigger Than Stablecoins... "US Stocks Are the Next Global Export"

▲ Stablecoins, Blockchain, Tokenized Stocks, US Tech Stocks/AI Generated Image

An outlook suggests that tokenized stocks could grow into a larger market than stablecoins. The key driver lies in providing access to assets like NVIDIA (NVIDIA, NVDA) for investors worldwide who cannot directly purchase US stocks.

On September 15 (local time), the financial YouTube channel The Rollup highlighted the potential for rapid long-term growth in the tokenized stock market in an uploaded video. A representative from CMS Holdings, who appeared in the video, predicted, "Tokenized stocks will become bigger than stablecoins." While 24-hour trading and DeFi utilization are advantages, the argument is that the effect of attracting overseas investors, who have difficulty accessing existing securities markets, to the US stock market is more significant.

He compared the growth process of Tether with tokenized stocks. Just as stablecoins have become a means of accessing the dollar in regions where it is difficult to directly hold the dollar, tokenized stocks can play the same role for investors who cannot buy US stocks. He emphasized, "There are many more people who want to buy NVIDIA but cannot for various reasons," stating that a structure that tokenizes stocks and allows them to be held worldwide can create strong demand.

He also saw it as a new channel for capital inflow into US companies. The logic is that if overseas investors access tokenized stocks of US companies, global capital outside the traditional securities market can be connected to US companies. The video evaluated this as a structure where the US, after supplying dollars to the world, expands its own financial market as a new export product.

The expansion of the tokenization market could also change the revenue structure of the entire blockchain ecosystem. The video host mentioned that the size of non-cryptocurrency assets brought on-chain has reached approximately $35 billion. The panelists analyzed that if trillions of dollars worth of assets, including stablecoins, US Treasury bonds, money market funds, and stocks, move on-chain in the future, the transaction activity, total value locked (TVL), and fee income of L1s, oracles, issuers, and DeFi protocols could all grow together.

However, it was also emphasized that market expansion does not necessarily mean the victory of a specific company or token. Excluding stablecoin issuers, the business entities that will capture the most value from tokenization growth are not yet clear. The panelists explained that L1s, oracles, and asset issuers could be candidates, but they also left open the possibility of new players emerging, suggesting that significant investment opportunities could be created in the process of identifying the ultimate winners in the tokenization market.

[Article Key Summary]

-A Rollup panelist predicted that tokenized stocks could grow into a larger market than stablecoins.

-Providing access to US assets like NVIDIA (NVDA) for global investors who cannot directly buy US stocks was identified as a key growth driver.

-While tokenization expansion could stimulate the growth of L1s, oracles, issuers, and DeFi protocols, the ultimate beneficiaries are not yet clear.

*Disclaimer: This article is for investment reference only, and we are not responsible for investment losses based on it. The content should be interpreted for informational purposes only.*