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Project of the SEC with Ethereum leading the way, thanks to its powerful stablecoin and tokenization environment, as well as the newly coined GENIUS Act, crypto has brought attention to Layer-1 blockchain tokens. Solana stands to profit from rising institutional acceptance and DeFi-driven financial products; therefore, it closely follows. Secondary Layer-1s, such as Avalanche (AVAX) and Polygon (MATIC), also stand to profit as the regulatory environment favors platforms that allow tokenized assets and on-chain finance.
Under a system that values "super-app" exchanges providing custody, trading, lending, and stablecoin services, Coinbase (COIN)—now an S&P 500 member—is uniquely positioned on the equity side. Rising institutional allocations are expected for Bitwise Asset Management (BITW), America's biggest cryptocurrency index fund manager, and Bullish, with its pending $4.2 billion IPO. As demand for authorized digital financial goods increases, infrastructure companies like Circle and tokenization experts (including issuers of Treasury tokens) are ready to grow.
Beyond personal names, the story focuses on the large-scale tokenization of conventional assets (equities, bonds) and the development of DeFi super-apps incorporating trading, lending, and payments on-chain. Bitwise CIO Matt Hougan claims this offers a "generational opportunity" that remains underappreciated, urging investors to distribute toward underlying protocols and companies—especially those with regulatory tailwinds—to capture the following wave of on-chain finance innovation.
