"BTC OG Insider Whale" Agent: Tokenization of US Stocks Will Drive Demand for Stablecoins to Alleviate US Debt Pressure; Ethereum and Other Public Chains Will Become Settlement Layers for Global Capital Markets

According to Mars Finance, on January 24th, Garrett Jin, an agent of "BTC OG Insider Whale," posted on social media that "in the context of de-dollarization, it seems unrealistic to help the US solve its debt problem by extending the debt cycle. Tokenizing US stocks to drive demand for stablecoins is the main viable path left for the US to refinance its ever-growing debt. BlackRock's push to put Real-World Assets (RWA) on-chain illustrates this point." The US debt continues to accumulate, with the idea being to pressure foreign investors to roll over short-term Treasury bonds into ultra-long-term bonds to postpone principal repayments and alleviate the pressure on approximately $36 trillion in federal debt. De-dollarization was initially triggered by the Ukraine war, and events such as Venezuela and Greenland have even accelerated this process. If the US wants to refinance by issuing more debt, its only realistic and feasible path is to issue more stablecoins, potentially circumventing foreign regulations and attracting new global capital to US Treasury bonds. To achieve this goal and scale, there is a solution: RWA. Putting US stocks on-chain, making them on-chain assets. This would involve tokenizing approximately $68... The tokenization of trillions of dollars worth of US stocks will significantly increase demand for stablecoins, thereby indirectly alleviating the pressure of debt burdens. This also explains why BlackRock, the world's largest asset manager, is deeply involved in promoting RWA and on-chain stock trading, as these initiatives not only have economic significance but may also carry strategic and political objectives. Within this framework, public chains like Ethereum have become settlement layers for global capital markets not out of ideology, but due to the practical needs of balance sheets and geopolitics.