The European Central Bank is launching a digital euro pilot, and the tokenization race in TradFi is accelerating.
The European Central Bank plans to launch a digital euro pilot in 2027, while Mastercard is negotiating a $2 billion acquisition of ZeroHash. Looking at these two events together makes it clear that the global financial system is irreversibly advancing towards tokenization and blockchain settlement.
This is a long-term significant positive for all public chains supporting RWA and stablecoins. In the short term, ETH, BNB, and SOL are the main beneficiaries. Particularly, BNB Chain, Ondo Finance has already tokenized over 100 US stocks and ETFs on the BNB Chain. African payment giant Flutterwave has also chosen Polygon as the default blockchain for cross-border payments.
Competition among public chains in the RWA and stablecoin markets is intensifying. It is recommended to strategically increase holdings of ETH, BNB, and SOL in the medium to long term, in anticipation of the gradual opening of TradFi funding channels leading to a long bull narrative. This opportunity is not a short-term speculation; it is a genuine trend opportunity.
