The U.S. Securities and Exchange Commission (SEC) has recently sent a signal that could fundamentally change the financial landscape. The SEC plans to promote the trading of stocks of publicly listed companies, including TSL and Nvidia, in tokenized form on blockchain networks. If implemented, this initiative would allow investors to buy and sell tokenized assets linked to actual stocks directly on crypto asset exchanges, enabling round-the-clock trading.

This news has sparked a strong reaction from the traditional financial sector. Established market makers like Citadel have expressed concerns that this transformation could significantly weaken their dominant position in intermediary services and clearing and settlement processes. Despite ongoing opposition, the new SEC chair, Paul Atkins, has still prioritized this reform, demonstrating a strong commitment to advancing it.

This policy trend brings unprecedented opportunities to the tokenization of real-world assets (RWA). Projects focused on security tokenization, such as Ondo Finance and MANTRA, may become the first beneficiaries due to their compliant structures and mature technologies. Additionally, high throughput, low-fee public chain platforms like Solana and Avalanche may also become the preferred infrastructure for the implementation of tokenized securities.

Although the short-term impact on existing products such as Bitcoin ETFs may be limited, in the long run, the tokenization of stocks will greatly blur the lines between traditional finance and the crypto world, redefining the way global assets are traded and circulated.

For visionary investors, this may be a key moment to lay out the future financial landscape. Notable investment directions include: 1) RWA projects that focus on compliance, especially those that maintain active communication with regulatory agencies and have transparent operations; 2) High-performance public blockchain ecosystems, as tokenized securities require a scalable, low-cost on-chain environment.

This financial revolution led by the SEC has only just begun. Although traditional institutions may be resistant, the wave of technological advancement seems irreversible. For astute investors, positioning themselves in the compliant RWA track may be key to navigating economic cycles and seizing the next growth opportunity.