$LINK Today we’re here to talk to everyone about bringing U.S. stocks on-chain. The logic inside can be used for the next five years—so everyone can save it for the long term. On September 17, the SEC officially allowed eligible Tokenized Securities Venues (TSVs) to tokenize and trade U.S. stocks through a permission-based AMM and liquidity pool transactions, subject to certain restrictions, for a five-year period. It also requires the tokens to have the same rights as real stocks—dividends, voting, and so on—while purely synthetic stocks are not covered by the exemption. This is the very hot “five-year innovation exemption” right now. In effect, it opens a compliance pathway specifically for on-chain trading of tokenized U.S. stocks/securities.
Currently, the total size of tokenized stocks is about $2.92 billion. Monthly on-chain transfers are roughly $12.68 billion, and there are about 3.63 million holding addresses. The market isn’t big yet, but in 3–5 years its trading volume could potentially reach between $200 billion and $500 billion. So which cryptocurrencies will this benefit? That’s what everyone is most concerned about.
The key point: it most directly benefits RWA—especially ONDO. For underlying infrastructure, watch ETH, SOL, and LINK. For on-chain trading, look at UNI. Not every altcoin will benefit—what truly has value are the projects that can actually gain business and revenue from “bringing stocks on-chain.” Among them, ETH, SOL, and LINK are the directions we need to focus on. I will also bring everyone into positions when the right opportunity comes—so please keep an eye on the homepage.
Currently, the total size of tokenized stocks is about $2.92 billion. Monthly on-chain transfers are roughly $12.68 billion, and there are about 3.63 million holding addresses. The market isn’t big yet, but in 3–5 years its trading volume could potentially reach between $200 billion and $500 billion. So which cryptocurrencies will this benefit? That’s what everyone is most concerned about.
The key point: it most directly benefits RWA—especially ONDO. For underlying infrastructure, watch ETH, SOL, and LINK. For on-chain trading, look at UNI. Not every altcoin will benefit—what truly has value are the projects that can actually gain business and revenue from “bringing stocks on-chain.” Among them, ETH, SOL, and LINK are the directions we need to focus on. I will also bring everyone into positions when the right opportunity comes—so please keep an eye on the homepage.
