#稳定币 The wave of asset tokenization is really coming! After seeing the latest insights from Dragonfly Partners, I am even more convinced that this is one of the most practically meaningful tracks in Web3.

The key point is—this is not a zero-sum game between Ethereum and Solana, but a path of mutual prosperity. Ethereum, with its first-mover advantage and stablecoin ecosystem (already supporting $183.7 billion in assets), has become the "main battleground" of on-chain economy; while Solana’s advantages in high-frequency trading and transaction efficiency make it the "best partner" for handling large-scale transaction flows. The two chains are like two social media giants, each with a robust ecosystem, working together to grow the entire market.

The current focus is on stablecoins—they are the "bridge" for asset tokenization. To bring traditional assets on-chain, stablecoins are first needed as value anchors and transaction mediums. Ethereum has already built a solid stablecoin infrastructure, and the next explosion point will be the influx of more RWA (Real World Assets).

What does this mean? It means that future financial markets will become increasingly "on-chain," with trillions of dollars in traditional assets gradually tokenized. The earlier participants understand this trend and position themselves in related tracks, the greater the opportunities. Web3 is no longer just about trading tokens, but about building a truly valuable internet.