Chủ tịch Quỹ Solana dự đoán 'chu kỳ siêu token' khi các tài sản chuyển sang blockchain

The Huoxing Finance report states that on September 2, Lily Liu, Chair of the Solana Foundation, posted that capital, assets, and ownership are migrating toward a 24/7 internet infrastructure, forming a long-term "token supercycle." Tokenization is not merely about moving assets on-chain; it also transforms the assets themselves, enabling value to be issued, held, financed, and traded in markets that never close. She believes that stablecoins have demonstrated that capital can flow on-chain globally, financial institutions are driving asset tokenization, and blockchain infrastructure is beginning to meet the speed and cost demands of real economic activity, while AI economic agents require programmable money. When these factors converge, any value with clear ownership could be tokenized and gain broader distribution, financing, and trading channels. Over the past year, RWA trading volume on Solana has 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 also enables more investors to overcome geographic, minimum investment, and qualification barriers, and allows their assets to be used as collateral or to generate yield. Although the current on-chain market size remains far below traditional markets, the relevant infrastructure has the potential to reach 5.5 billion internet users worldwide.