# Сопутствующие статьи по теме Tokenization

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Tokenization", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Five Institutions Outline the 2026 Crypto Blueprint: Will the 'Super App' Arrive? Is the 'Four-Year Cycle' Ending?

Five major crypto research institutions (Coinbase, a16z Crypto, Four Pillars, Messari, and Delphi Digital) forecast a shift in 2026, marking the end of the traditional four-year speculative cycle driven by events like Bitcoin halvings. They predict a new era of structural maturity, where value accrues to "ownership tokens" with revenue-sharing models and projects with real utility, not just short-term speculation. Key trends include the rise of an "Agent Economy," where AI agents autonomously manage assets and execute complex DeFi strategies, necessitating new infrastructure like KYA (Know Your Agent) protocols and crypto-native settlement layers for microtransactions. Regulatory clarity in the U.S. is expected to catalyze the development of user-friendly "super apps" that abstract away blockchain complexity, integrating payments, investing, and lending seamlessly with stablecoins. Additional consensus points include the growth of tokenized real-world assets (RWA) with actual utility, the emergence of privacy as a critical competitive advantage for blockchains, and the maturation of social trading. Institutional adoption will deepen via ETFs, cementing crypto as a standard portfolio asset class driven by macro liquidity rather than mere speculation.

marsbit12/25 08:21

Five Institutions Outline the 2026 Crypto Blueprint: Will the 'Super App' Arrive? Is the 'Four-Year Cycle' Ending?

marsbit12/25 08:21

409mln SOL staked and counting – Is market missing Solana’s signal?

Solana's fundamentals show mixed signals despite a record-high 409 million SOL staked, enhancing network security. However, decentralization concerns arise as validator numbers dropped 68% (from 2,500 to 800) due to the Solana Foundation cutting subsidies. Real-World Asset (RWA) activity is strong, with over 115K holders—close to Ethereum's count—but net flows lag significantly behind competitors. Solana attracted $216 million in Q4 2025, while Ethereum and BNB Chain each exceeded $1 billion. Despite these developments, SOL's price has fallen 58% to $121, indicating a disconnect from on-chain growth.

ambcrypto12/25 08:02

409mln SOL staked and counting – Is market missing Solana’s signal?

ambcrypto12/25 08:02

Read 500 Pages of Reports from Five Institutions for You, This One Article is Enough for the Crypto Annual Outlook

This comprehensive analysis synthesizes key insights from leading crypto research reports (Delphi Digital, Messari, Four Pillars, Coinbase, a16z) for the 2026 outlook. A consensus emerges: the era of pure 4-year speculative cycles is ending, replaced by structural maturation driven by liquidity convergence, infrastructure development, and regulatory clarity. Major themes include: 1. **Agentic Finance:** AI agents will become primary economic actors, managing capital and executing complex DeFi strategies autonomously, necessitating new "Know Your Agent" (KYA) identity protocols and machine-native settlement layers. 2. **Super-App Integration:** User-friendly "super-apps" will bundle complex crypto experiences (payments, investing, lending) into simple interfaces, hiding technical complexities to drive mass adoption, often powered by stablecoins. 3. **Ownership & Utility Shift:** Value will accrue to "Ownership Coins" with revenue-sharing models and real-world utility, moving beyond pure governance tokens. This includes tokenized real-world assets (RWA) and protocols finding product-market fit, like DePIN for AI computational needs. 4. **Privacy Renaissance:** Privacy-focused technologies and assets (e.g., Zcash) are predicted for a resurgence as essential hedges against surveillance and for enabling competitive advantages and sophisticated on-chain wealth management. 5. **Institutional & Regulatory Formalization:** With clearer US regulation (e.g., anticipated legislation), TradFi liquidity will further enter via ETFs, formalizing crypto as a standard portfolio asset class. The market structure will professionalize, with a focus on trading sovereign block space. The overarching conclusion is that 2026 will reward infrastructure, scalable trust, and understanding capital flows over short-term narrative speculation.

marsbit12/25 07:46

Read 500 Pages of Reports from Five Institutions for You, This One Article is Enough for the Crypto Annual Outlook

marsbit12/25 07:46

Five Institutions Outline the 2026 Crypto Blueprint: Will the 'Super App' Arrive? Is the 'Four-Year Cycle' Ending?

Five major crypto research institutions (Coinbase, a16z Crypto, Four Pillars, Messari, and Delphi Digital) forecast a shift in the crypto landscape for 2026, marked by structural maturation rather than short-term speculation. Key predictions include: - The end of the 4-year market cycle driven by Bitcoin halvings, replaced by institutional adoption and macro liquidity. - Rise of the "Agent Economy": AI agents will autonomously manage funds and execute complex DeFi strategies, requiring new infrastructure like KYA (Know Your Agent) protocols. - Emergence of "Super Apps": User-friendly applications will abstract blockchain complexity, integrating payments, investing, and lending, fueled by clearer U.S. regulations. - Growth of "Ownership Tokens": Tokens with integrated economic, legal, and governance rights will gain prominence, alongside revenue-sharing models. - Privacy and DePIN convergence: Privacy-focused assets (e.g., ZEC) and decentralized physical infrastructure networks will see renewed demand, especially for AI and data computation. - Institutional liquidity from ETFs and tokenization of real-world assets (RWA) will formalize crypto as an asset class. Overall, the focus shifts from speculation to utility, driven by regulatory clarity, AI integration, and infrastructure scalability.

Odaily星球日报12/25 07:41

Five Institutions Outline the 2026 Crypto Blueprint: Will the 'Super App' Arrive? Is the 'Four-Year Cycle' Ending?

Odaily星球日报12/25 07:41

Stablecoins hit $310B ATH, but macro and regulatory questions arise

Stablecoin market capitalization reached an all-time high of $310 billion, signaling structural maturity in crypto markets. USDT dominated with over 60% share, while Ethereum and Tron hosted most of the supply. Liquidity accumulation during muted volatility reflected defensive capital positioning rather than speculative excess. Tokenized assets, led by stablecoins, surpassed $325 billion, with tokenized Treasuries nearing $7.5 billion. Analysts project stablecoin supply could hit $500 billion by 2026, potentially attracting regulatory scrutiny as adoption grows, especially in emerging markets. Investors maintained cautious positioning, keeping liquidity ready for deployment rather than aggressively rotating into risk assets.

ambcrypto12/25 03:07

Stablecoins hit $310B ATH, but macro and regulatory questions arise

ambcrypto12/25 03:07

Hong Kong proceeds with licensing regimes for virtual asset dealers and custodians

Hong Kong regulators are moving forward with new licensing requirements for cryptocurrency dealers and custodians following the conclusion of consultations. The Financial Services and the Treasury Bureau (FSTB) and the Securities and Futures Commission (SFC) announced the decision, which is part of a broader effort to strengthen oversight of the digital asset sector. This builds on the city’s existing regulatory framework, which already mandates licensing for crypto trading platforms and recently enacted a stablecoin licensing regime. Hong Kong aims to position itself as a trusted crypto hub with comprehensive regulations covering stablecoins, tokenization, and now dealer and custody services. Separately, the SFC also launched a consultation for licensing crypto advisory and management service providers, linking the proposals to anti-money laundering and counter-terrorist financing rules.

cointelegraph12/24 14:09

Hong Kong proceeds with licensing regimes for virtual asset dealers and custodians

cointelegraph12/24 14:09

Leaving the Crypto World for AI: Is It Really a Clear-Headed Choice?

The author observes a growing trend of people exiting the Web3 space to fully commit to AI, but argues against this binary choice. Instead, the piece advocates for finding synergies between AI and Crypto, identifying AI × Crypto as an underestimated, foundational sector. Examples include AI agents, on-chain data, decentralized computing, AI payments, and stablecoins. The article refutes the notion that the crypto industry is dead, citing historical cycles like the post-2018 ICO crash followed by the 2020 DeFi Summer. It highlights irreversible trends such as stock tokenization by Nasdaq, blockchain exploration by SWIFT, and stablecoins capturing ~15% of cross-border payments. While emphasizing that learning AI is essential to avoid obsolescence, the author cautions against viewing it as a guaranteed path to wealth. AI is a tool that lowers startup barriers but raises the bar for success, potentially accelerating wealth concentration in centralized companies. The piece notes the monumental returns of AI stocks like NVIDIA (200-300x in 10 years) and early private investments, but points out that such opportunities are largely inaccessible to retail investors. For them, early-stage opportunities remain more viable in Web3. The conclusion recommends continuing to learn both Web3 and AI in 2026, researching AI stocks, and focusing on the intersection of AI and Crypto. The key is not to abandon crypto but to upgrade one's cognitive framework.

marsbit12/24 13:15

Leaving the Crypto World for AI: Is It Really a Clear-Headed Choice?

marsbit12/24 13:15

Is RWA Entering the 'Equity Era'? The Backstory Behind Securitize, Ondo, and Coinbase's Simultaneous Moves

RWA is entering an "equity era," marked by a significant shift in focus from major players Securitize, Ondo, and Coinbase toward equity tokenization (Equity RWA). This synchronized move is not coincidental but is driven by clear regulatory direction. In December 2025, SEC Chairman Paul Atkins stated that the U.S. financial markets would migrate to blockchain within two years, a sentiment echoed by Nasdaq's plans for on-chain stock trading. Industry consensus is converging on an on-chain capital market future, with leaders from Maple Finance and Binance emphasizing RWA's potential to bridge blockchain with real-world assets. While private credit and U.S. Treasuries currently dominate RWA due to their regulatory clarity and stability, large institutions are now progressing toward equities. Each platform offers a distinct approach: Ondo provides tokenized stocks with liquidity directly backed by Nasdaq and NYSE-listed shares, targeting non-U.S. investors. Securitize is developing a fully compliant, native on-chain equity model where tokens represent direct shareholder rights. Coinbase is integrating stock trading into its platform, aiming to create a unified financial super-app for diverse assets. This collective pivot signals that on-chain equity is transitioning from an exploratory concept to a structurally significant component of the future financial system, representing a major milestone in RWA's evolution.

marsbit12/24 12:08

Is RWA Entering the 'Equity Era'? The Backstory Behind Securitize, Ondo, and Coinbase's Simultaneous Moves

marsbit12/24 12:08

How Ondo Finance plans to bring tokenized US stocks to Solana

Ondo Finance plans to launch tokenized US stocks and ETFs on Solana in early 2026, expanding its existing product line to the blockchain. These tokens will be fully backed by underlying securities held with US-registered broker-dealers, providing holders with economic exposure—including dividends—but not shareholder rights. Minting and redemption will operate 24/5, while transfers and trading can occur 24/7. Solana’s Token Extensions, such as Transfer Hooks, will enforce compliance by embedding eligibility checks and jurisdiction-based restrictions directly into the tokens. The initiative targets non-US eligible investors and requires KYC verification. Chainlink oracles will provide real-time pricing data, including corporate actions. The goal is to combine traditional equity exposure with crypto’s speed and accessibility, though regulatory scrutiny remains a key consideration.

cointelegraph12/24 10:27

How Ondo Finance plans to bring tokenized US stocks to Solana

cointelegraph12/24 10:27

Amplify ETFs for stablecoins, tokenization go live for trading

Amplify has launched two new exchange-traded funds: the Amplify Stablecoin Technology ETF (STBQ) and the Amplify Tokenization Technology ETF (TKNQ), both now trading on NYSE Arca. These ETFs track indexes of companies involved in stablecoin and tokenization infrastructure, including major players like Visa, Circle, Mastercard, PayPal, BlackRock, and JPMorgan. The launch comes amid growing regulatory clarity in the U.S. and Europe, with laws like the GENIUS Act and MiCA positioning stablecoins as compliant digital finance tools. Tokenization and stablecoins have gained significant traction this year as institutions explore digitizing traditional financial services.

cointelegraph12/24 03:11

Amplify ETFs for stablecoins, tokenization go live for trading

cointelegraph12/24 03:11

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