Opportunity or Trap? $380 Billion Ghost Assets Exposed on the Blockchain, How Can Ordinary People Get a Piece of the Pie?

Recently, Greg, the head of research at NYDIG, spoke up, saying that we shouldn't expect stock tokenization to make us rich overnight. Sounds a bit disappointing, right? But I think there's some truth to that.

What does it mean? It means that even if you turn stocks into blockchain tokens, it won't create a big wave in the short term. The real benefits will come when these assets and the blockchain are fully integrated, allowing for easy transfer, cross-border combinations, and the ability to use them as collateral for loans or trading in DeFi—that's when it will truly take off.

Greg mentioned a figure: currently, over 90% of tokenized assets are on private chains, like Canton Network, totaling $380 billion. While only $12.1 billion is on Ethereum. What does this indicate? Most players haven't really gone public on the blockchain yet.

My view is: this is indeed a slow process, but it's not without work. Especially with advantages like faster settlement, programmability, and transparency, businesses will eventually find it appealing. However, for now, we still rely on traditional brokers' KYC and whitelisting, and we are still some way from “true DeFi.”

So what should we players do? Don't rush in just because you hear “stock tokenization.” This is something that will benefit public chains in the long run because assets need to pay Gas and utilize the network as they come on board. Holding onto a solid underlying public chain is more stable than chasing individual tokenized stocks.

For now, be patient and let the bullets fly for a while. When regulations are clear and technology is mature, that's when these types of assets will truly integrate into the DeFi ecosystem, and the opportunity will really arrive. Follow me, and let's wait for the wind together.

There are always opportunities in the market; the key is to operate calmly. Zitan will continue to help everyone keep an eye on blockchain dynamics, moving steadily forward together! Follow @链上紫檀 2026 and participate in every attack by Zitan villagers! Zitan will announce specific entry times and real-time news in the village every day! #BTC #ETH