Odaily Planet Daily reports that Lily Liu posted on X that capital, assets, and ownership are migrating to a 24/7 internet infrastructure, forming a long-term "token supercycle." Tokenization is not merely about moving assets on-chain; it transforms the assets themselves, enabling value to be issued, held, financed, and traded in markets that never close. She noted that stablecoins have demonstrated that capital can flow on-chain globally, financial institutions are driving asset tokenization, and blockchain infrastructure is increasingly meeting the speed and cost demands of real economic activity, while AI economic agents require programmable money. When these factors converge, any value with clearly defined ownership could be tokenized and gain broader distribution, financing, and trading channels.
Over the past year, RWA trading volume on Solana reached hundreds of billions of dollars, encompassing tokenized U.S. Treasuries, equities, and private credit; during the same period, stablecoin transfer volume exceeded $4.7 trillion. Liu noted that tokenization enables more investors to overcome geographic, minimum investment, and eligibility barriers, and allows their assets to be used as collateral or to generate yield. Although the current on-chain market size remains far smaller than traditional markets, the underlying infrastructure has the potential to reach 5.5 billion internet users worldwide.