I completely agree with what Brother Weituo said.

Recently, when I publicly talked about RWA, I mentioned that the current tokenization of securities is itself a false demand, and the liquidity that the crypto circle can bring to the underlying stocks is very limited. The ceiling in this field is very low, and the current frenzy is mainly because cryptocurrencies are underperforming.

There are still too few friends who actually buy underlying stocks; looking at the trading volumes from various firms, they aren't particularly outstanding. Of course, even though it is a false demand, I still think it's an inevitable process of evolution, starting with the tokenization of stocks and the IPO tokenization of companies, and in the future, it might be the ICO of enterprises, which is a good trend combined with traditional practices.

However, I believe that the derivatives after the tokenization of securities have very large opportunities. For example, I have always said to short WTI; compared to traditional brokerage firms, I prefer to do it on exchanges, mainly because exchanges make it easier to leverage and are simpler since they operate 24/7.

Of course, there are drawbacks; funding rates and liquidity may differ from underlying stocks. I have looked into it, and only some very mainstream tokenized securities have good liquidity for derivatives, while a large part of others do not. This is mainly in comparison to CME; if it can be higher than CME, I think that would indicate real demand.

After all, compared to altcoins with an "air" content close to 100%, stocks still have performance to follow or are more clearly affected by macro trends.

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