SEC ramps up: temporary conditional exemption allows tokenized U.S. stocks to be directly traded on-chain. The RWA narrative isn’t just empty promises this time—it’s really about to run.
$SOL —the official account announced it right away; $ONDO —this batch of tokenized-asset projects is directly catching the wave. Once on-chain U.S. stocks are up and running, 24/7 trading and no T+1 settlement will force a rewrite of the traditional brokerage playbook.
The macro backdrop is getting even hotter: the U.S.-Iran conflict has made the Strait of Hormuz so tight that only about 3 ships can pass per day, and U.S. diesel prices hit a record high. After Saudi mediation paused the hostilities, oil slipped back to around $100, but the high-energy price cycle likely isn’t going away—silver has even surged to $66. The intent to chase hard assets is unmistakable. The Bank of England also paused its long-term bond reduction, with expectations of liquidity injections rising again—$BTC ’s old playbook could resurface at any moment.
Personal view: on-chain U.S. stocks are a long-term positive. Short-term hype is one thing, but settlement and compliance details will still take time to work out. Don’t chase the top—waiting for a pullback to get in is better.
NFA DYOR
#BTC #RWA #Solana #代币化美股 #cryptocurrency
$SOL —the official account announced it right away; $ONDO —this batch of tokenized-asset projects is directly catching the wave. Once on-chain U.S. stocks are up and running, 24/7 trading and no T+1 settlement will force a rewrite of the traditional brokerage playbook.
The macro backdrop is getting even hotter: the U.S.-Iran conflict has made the Strait of Hormuz so tight that only about 3 ships can pass per day, and U.S. diesel prices hit a record high. After Saudi mediation paused the hostilities, oil slipped back to around $100, but the high-energy price cycle likely isn’t going away—silver has even surged to $66. The intent to chase hard assets is unmistakable. The Bank of England also paused its long-term bond reduction, with expectations of liquidity injections rising again—$BTC ’s old playbook could resurface at any moment.
Personal view: on-chain U.S. stocks are a long-term positive. Short-term hype is one thing, but settlement and compliance details will still take time to work out. Don’t chase the top—waiting for a pullback to get in is better.
NFA DYOR
#BTC #RWA #Solana #代币化美股 #cryptocurrency