2026-01-13 01:25:47

Although the overall market in the crypto space has been relatively calm recently, many niche sectors are bubbling beneath the surface. Let me talk about a few directions that have recently caught people's attention.

**The Ambition of Tokenizing the US Stock Market**

When it comes to ONDO, many people are still stuck on the RWA concept. But the real situation is that by 2025, the scale of RWA has already tripled. The real highlight—the tokenization of US stocks—is just beginning to lay the groundwork.

Imagine that most retail investors worldwide simply cannot buy Apple or Nvidia stocks. ONDO's idea is to map these world-class companies onto the blockchain, allowing ordinary people to participate. A huge market worth 16 trillion USD, even if only a small part is tapped, could create trillion-dollar opportunities.

More importantly, the background of the management team. The core team members all come from Goldman Sachs and the SEC, with solid Wall Street credentials. The SEC investigation has recently concluded without any charges—meaning the biggest regulatory risk has been mitigated. Now, we just wait for the actual breakout.

**Counter-Cyclical Growth in Prediction Markets**

Even if the crypto market cools down, prediction markets are thriving. Take Polymarket as an example; its growth during this cycle has been completely opposite.

What is driving this? The 2026 World Cup, a betting frenzy exceeding a trillion USD in scale. Platforms like Polymarket, which are compliant prediction platforms, are essentially money black holes born for events like this. The parent company of the NYSE, ICE, even invested 2 billion USD.

Current data is quite impressive—nearly 80,000 daily active users, with total trading volume surpassing 16 billion USD. Rumors suggest they might launch a token in the first quarter of next year. This zero-threshold, directly accessible mode for ordinary users is the easiest way to break through circles and attract new capital inflows.

**A New Order in the Public Chain Sector**

NEAR has recently gained more attention. While everyone is still watching Solana and BNB, NEAR's positioning in the AI era is worth considering.

ONDO3,26%

SOL0,54%

BNB1,76%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

12 Likes

Reward
12
5
Repost
Share

Comment

0/400

GasFeeCry

· 16h ago

Huh, is ONDO about to take off? Wall Street background + SEC approval, honestly a bit tempting Polymarket has 80,000 daily active users? Are these numbers real? I need to keep a close eye on their token launch next Q1 NEAR's presence is increasing? Laughing out loud, it's been overshadowed by SOL and BNB, does it stand a chance? RWA has tripled, should I consider adjusting my position? A market worth 16 trillion... just thinking about it makes me dizzy, I need to be prepared if it really takes off Prediction markets are basically an upgraded form of gambling, but who can resist the profit potential? I'm a bit skeptical if ONDO is just storytelling again. Will tokenization of US stocks really go smoothly? Platforms like Polymarket will go public sooner or later, and it might not be too late to get in now

View OriginalReply0

HashBrownies

· 16h ago

ONDO this wave really has something, but the Wall Street background actually makes me a bit nervous... When rulemakers enter the scene, it's usually not a good sign. Polymarket unexpectedly is about to take off; the World Cup as an entry point is indeed brilliant. NEAR, how did it suddenly become popular recently? It feels like it has been underestimated for a long time. The potential for tokenization of US stocks is huge, but I'm worried it might just be paper wealth, with a different approach in actual operation. ICE investing 2 billion dollars shows that Wall Street is really serious about prediction markets. The track is moving, but not many dare to get on board.

View OriginalReply0

GasFeeSobber

· 16h ago

ONDO this wave really has something, backed by Wall Street team and SEC approval, definitely the next big trend. Polymarket's data is indeed excellent, but do you really dare to go all in? I'm still a bit hesitant. NEAR is seriously underestimated, let's wait and see if it suddenly takes off. Another bunch of good news, but the ones who can really make money are still the early birds. Tokenization of US stocks has been talked about for a long time, but there's still no movement.

View OriginalReply0

RatioHunter

· 16h ago

Vampires are still talking about retail opportunities after feeding; how much of the 16 trillion gap can actually leak to us? ONDO's Wall Street background sounds impressive, but once on the chain, you still have to follow the rules. Polymarket's 16 billion trading volume sounds impressive, but most of the big players are indeed in institutional hands. NEAR has been overlooked, but it depends on whether AI integration can truly be implemented. SEC not prosecuting does not mean the risk is completely gone. Don't be too optimistic, buddy.

View OriginalReply0

GasFeeCrier

· 16h ago

Bro, the story of ONDO this time is a bit too perfect. Has the regulatory risk really been completely resolved? I remain skeptical. Polymarket, this hundred-billion-dollar betting platform, is indeed tempting, but will it turn into a mess again when they actually issue tokens? NEAR's presence has definitely increased, but where exactly is the connection with AI? It still feels a bit vague. Where did the threefold growth data for this round of RWA come from? It seems to be exaggerated quite a bit. Tokenization of US stocks sounds good, but I'm just worried it will end up being another new trick to scalp retail investors. Let's wait until Polymarket actually issues tokens before making any judgments. No matter how loud they boast now, it's all talk.

View OriginalReply0