#SEC主席称将促进市场向链上转移 SEC Chairman Paul Atkins' proposed "Project Crypto" and the vision of "markets moving on-chain" are centered on promoting the tokenization, on-chain trading, and compliance of traditional financial assets (RWA). Under this macro trend, the following tracks will become core beneficiaries:


1. Traditional Financial Asset Tokenization (RWA) Track
This is the most direct and largest beneficiary track of on-chain migration, primarily focused on the on-chain restructuring of traditional financial assets:
Tokenized Treasury Bonds and Money Market Funds: As high-quality underlying assets for on-chain settlement, tokenized Treasury bonds (e.g., BlackRock's BUIDL) and on-chain money market funds, with their advantages of high liquidity, low barriers, and 24/7 trading, are experiencing explosive growth and serve as the "cash base" for on-chain finance.
Tokenized Stocks and ETFs: With the advancement of the SEC's "innovation exemption" rules, the compliance channels for third-party permissionless tokenized stocks (tracking US stocks, etc.) and on-chain ETFs are being opened. Related tokenization platforms (e.g., Ondo Finance) and compliant asset issuers will benefit significantly.
Tokenized Repo Market: The on-chain migration of the repo market (with massive daily exposure) will greatly activate collateral liquidity and reduce settlement risk. Related on-chain collateral and clearing protocols will gain incremental space.
Other Traditional Assets: The tokenization of corporate bonds, ABS, private credit, and other assets, as well as public offering tokenization, will also see increased demand due to the simplification of multi-tier custody processes.
2. On-Chain Financial Infrastructure and Compliance Services Track
Asset on-chain requires underlying technical support and compliance assurance, highlighting the value of related infrastructure tracks:
On-Chain Clearing and Settlement (DVP) Infrastructure: On-chain clearing systems supporting delivery-versus-payment (T+0), compliant wallets (e.g., DTCC token pilot), and on-chain asset registration systems, which significantly reduce settlement risk in traditional finance, will become essential for institutional on-boarding.
Compliance Bridging and Custody Services: Custodians, compliance platforms (e.g., compliant wallets, KYC/AML service providers), and compliance bridging projects that help traditional financial assets move on-chain safely and compliantly will gain substantial business opportunities by addressing compliance friction between traditional finance and the on-chain world.
On-Chain Financial "Super App": Platforms that integrate trading, clearing, custody, staking, lending, and other functions into a "super app," providing one-stop on-chain financial services, will become the gateway for next-generation financial traffic.
3. Underlying Public Chains and Payment Infrastructure (Stablecoins) Track
Underlying Public Chains (L1/L2): Large-scale on-chain migration of traditional financial assets will generate massive demand for highly scalable and secure underlying blockchains (e.g., Ethereum, Solana, and compliant L2s). Public chains and their ecosystem infrastructure will directly benefit.
Compliant Stablecoins: As the payment infrastructure ("water, electricity, and gas") for on-chain asset transactions, compliant stablecoins (e.g., USDC, USDT, and stablecoins issued by compliant institutions) serve as the cash vehicle for on-chain settlement. Their underlying support value will amplify with the surge in on-chain transaction volume.
4. Decentralized Finance (DeFi) and On-Chain Derivatives Track
On-Chain Lending and Derivatives: Tokenized assets (e.g., tokenized Treasury bonds) used as underlying collateral, integrated into on-chain lending protocols (e.g., Aave, Sky) or for on-chain derivatives trading, will greatly unlock the financial derivative value of assets. Related DeFi protocols will gain substantial on-chain assets as liquidity.
On-chain migration is not a shift toward permissionless full decentralization but rather an "institution-permissioned" and compliant on-chain transformation. Therefore, institutions and projects with compliance qualifications that can solve traditional financial pain points (e.g., settlement efficiency, collateral flow) will hold an absolute advantage.
RWA2.03%
ONDO1.57%
L1-3.18%
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ShizukaKazu
#SEC主席称将促进市场向链上转移 The "Project Crypto" proposed by SEC Chairman Paul Atkins and his vision of "markets moving on-chain" are centered on promoting the tokenization, on-chain trading, and compliance of traditional financial assets (RWA). Under this macro trend, the following sectors will become core beneficiaries:
1. Traditional Financial Asset Tokenization (RWA) Sector
This is the most direct and largest beneficiary sector of on-chain migration, mainly focusing on the on-chain reconstruction of traditional financial assets:
Tokenized Treasuries and Money Market Funds: As high-quality underlying assets for on-chain settlement, tokenized Treasuries (e.g., BlackRock's BUIDL) and on-chain money market funds are experiencing explosive growth due to their high liquidity, low barriers, and 24/7 trading advantages, serving as the "cash base" for on-chain finance.
Tokenized Stocks and ETFs: With the advancement of the SEC's "Innovation Exemption" rules, the compliance channels for third-party permissionless tokenized stocks (tracking U.S. stocks, etc.) and on-chain ETFs are being cleared, greatly benefiting related tokenization platforms (e.g., Ondo Finance) and compliant asset issuers.
Tokenized Repo Market: The on-chain migration of the repo market (with massive daily exposure) will significantly unlock collateral liquidity and reduce settlement risk, providing incremental space for related on-chain collateral and clearing protocols.
Other Traditional Assets: Tokenization of corporate bonds, ABS, private credit, and other assets, as well as publicly offered tokenization, will also see increased demand due to their ability to simplify multi-layered custody processes.
2. On-Chain Financial Infrastructure and Compliance Service Sector
Asset tokenization relies on underlying technical support and compliance assurance, highlighting the value of related infrastructure sectors:
On-Chain Clearing and Settlement (DVP) Infrastructure: On-chain clearing systems supporting delivery-versus-payment (T+0), compliant wallets (e.g., DTCC token pilot), and on-chain asset registration systems, which can significantly reduce settlement risk in traditional finance, will become essential for institutional on-boarding.
Compliance Bridging and Custody Services: Custodians, compliance platforms (e.g., compliant wallets, KYC/AML service providers), and compliance bridging projects that help traditional financial assets migrate securely and compliantly to the chain will gain substantial business opportunities by resolving compliance friction between traditional finance and the on-chain world.
On-Chain Financial "Super App": Platforms that integrate functions such as trading, clearing, custody, staking, and lending into a "super app" will become the gateway for next-generation financial traffic by providing one-stop on-chain financial services.
3. Underlying Public Chains and Payment Infrastructure (Stablecoin) Sector
Underlying Public Chains (L1/L2): The large-scale on-boarding of traditional financial assets will generate massive demand for highly scalable and secure underlying blockchains (e.g., Ethereum, Solana, and compliant L2s), directly benefiting public chains and their ecosystem infrastructure.
Compliant Stablecoins: As the payment infrastructure ("water, electricity, and gas") for on-chain asset transactions, compliant stablecoins (e.g., USDC, USDT, and stablecoins issued by compliant institutions) will see their underlying support value magnified as on-chain transaction volumes surge.
4. Decentralized Finance (DeFi) and On-Chain Derivatives Sector
On-Chain Lending and Derivatives: Tokenized assets (e.g., tokenized Treasuries) used as underlying collateral for on-chain lending protocols (e.g., Aave, Sky) or on-chain derivatives trading will greatly unlock the financial derivative value of assets, providing related DeFi protocols with abundant on-chain asset liquidity.
On-chain migration does not mean shifting to permissionless full decentralization, but rather an "institutional permissioned" and "compliant" on-chain transformation. Therefore, institutions and projects with compliance qualifications that can solve traditional financial pain points (e.g., settlement efficiency, collateral circulation) will hold an absolute advantage.
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ThisIsTranslateContent:
· 4h ago
Firmly HODL💎
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ThisIsTranslateContent:
· 4h ago
Just go for it 👊
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ybaser
· 5h ago
2026 GOGOGO 👊Just go for it 👊
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HighAmbition
· 5h ago
good information 👍👍👍
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ShanDingMediaSiyu
· 5h ago
Just go for it 👊
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ShanDingMediaSiyu
· 5h ago
2026 Go Go Go 👊2026 Go Go Go 👊2026 Go Go Go 👊
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