Stock tokenization is not a myth of skyrocketing prices, but a revolution for players that is like boiling a frog in warm water.
The research director of NYDIG just poured a bucket of cold water, saying that stock tokenization won’t make the crypto market rich overnight. What does this mean? Let me explain.
What he means is, don’t think you can just move stocks of Apple and Tesla onto the blockchain and ETH and SOL will soar immediately.
In the short term, there are just two benefits: a little more transaction fees and a slight network effect from the demand for storing things on-chain.
The real “big move” — like using these stock tokens as collateral in DeFi to borrow and earn — is still a long way off, requiring technology, infrastructure, and regulatory support to catch up.
However, the “but” in his statement is the key point. Once this path is opened, the benefits will explode with the increase of “accessibility and interoperability.”
Imagine this: in the future, you can trade your on-chain Apple stock tokens on a decentralized exchange 24/7, or even directly use them as collateral to borrow stablecoins to increase your position.
This is equivalent to turning the world’s largest and most mainstream asset — stocks — into LEGO blocks in your crypto wallet, allowing you to combine and create new plays at will. This is the disruptive network effect.
What does this mean for us retail investors? What should we do?
In the short term, don’t get carried away: don’t take rumors at face value and chase those so-called “equity on-chain” junk coins. This theme won’t drive the market in the short term, so don’t be the one left holding the bag.
In the long term, bet on the infrastructure: if you’re going to bet, bet on the foundational infrastructure. Focus on those working on compliant issuance, trading platforms, and public chains that can truly connect to DeFi. Their value will grow steadily over time.
Hold your spots and stay informed: keep your core BTC and ETH holdings. At the same time, add “stock tokenization” to your long-term watchlist, paying attention to regulatory progress and substantial news about institutional involvement. These two points are the real triggers that will ignite this trillion-dollar market.
In summary: this is not a positive sign for a pump tomorrow, but a slow variable that will reshape the financial landscape over the next five years. Smart money has already begun to quietly position itself.
Want to know which platforms and projects are quietly laying out this path and who is most likely to become the future leader? Follow me, and in the next issue, I will take you deep-dive.
