#代币化趋势 Really, with this wave of "tokenization" news flooding the scene recently, I finally see the moment when traditional finance and Web3 truly shake hands.

The SEC approving DTCC to custody tokenized assets on-chain is not just a technological breakthrough but a signal that the entire financial system is moving toward decentralization. Stocks, bonds, and government bonds in the US are starting to go on-chain. What does this mean? It means that in the next ten years, the way assets flow will be fundamentally changed—more transparent, more efficient, and borderless.

Tom Lee is absolutely right: everyone is always caught up in short-term fluctuations but ignores the super narrative of the next 5-10 years. The price volatility we see now is just a "discount rate fluctuation" when looking ten years ahead through a telescope. The real endgame is not "whether this coin will rise tomorrow," but "what the financial markets will look like in ten years."

It's like when the internet was just starting; no one could accurately predict every stock price fluctuation, but the overall direction of the ecosystem was already clear. The trend of tokenization is the same—it will rewrite the underlying logic of financial markets, making asset flow controllable by code.

Stop just focusing on candlestick charts. Recognize this big narrative and bet on that super cycle. Future opportunities are reserved for patient believers.