Odaily Planet Daily News: Garrett Jin, the agent of the "1011 Insider Whale," posted on the X platform, stating that in the context of de-dollarization, prolonging the debt cycle to help the U.S. resolve its debt issues seems unrealistic. The main viable path for the U.S. to refinance its growing debt is to tokenize U.S. equities to drive demand for stablecoins. BlackRock's push for RWA (Real World Assets) illustrates this, against the backdrop of the U.S. debt continuously accumulating. Since 2025, rumors of a so-called "Mar-a-Lago Agreement" have circulated in the market, but the agreement was never officially signed or implemented. Its core idea was to reduce the U.S. federal debt burden of $36 trillion. In reality, U.S. debt continues to rise, and de-dollarization has not slowed down. Countries such as Sweden, Denmark, and India are all reducing their holdings of U.S. Treasury bonds. If the U.S. wants to refinance old debt with new debt, the only realistic path is to issue more stablecoins and bring new global capital into U.S. Treasury bonds. To achieve large-scale operations, the solution is RWA, which involves tokenizing U.S. equities. Tokenizing the $68 trillion in U.S. equities would significantly increase demand for stablecoins and indirectly absorb debt pressure. This is why BlackRock, closely connected to the U.S. power center, is actively promoting RWA and on-chain stock trading. In this context, ETH will become the settlement layer of the global capital market due to practical needs, and 2026 will be the "Year of RWA."
U.S. Stock Tokenization Viewed as Key Debt Solution, Benefiting ETH and RWA in 2026
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Summary
U.S. stock tokenization could reshape debt markets, with the ETH price set to benefit as a settlement layer. Garrett Jin of "1011 内幕巨鲸" stated that this RWA strategy may be the only way to refinance U.S. debt. BlackRock's RWA initiative signals 2026 as a key year. Shifts in the fear and greed index may reflect growing institutional interest in tokenized assets.
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