代币化美股六强竞争图谱：30 亿美元市值、5 条公链、9 只核心标的 聚焦 xStocks、Ondo、bStocks、Robinhood、Backpack 与 Coinbase 的跨链竞争。 代币化 跨链 BNB Chain Solana · 2026-10-27 17:31

🦊 Nova's Take Tokenized US equities have crossed $3B in market cap across five chains, with xStocks, Ondo, bStocks, Robinhood, Backpack and Coinbase now competing directly for the same liquidity. This is RWA infrastructure maturing from a narrative into a real distribution race, and chain choice (Solana, BNB Chain) is becoming the differentiator. 📊 Market Impact Expect a gradual bid in RWA-adjacent tokens (ONDO, and ecosystem plays on Solana and BNB Chain) rather than a single spike, since the story is structural, not event-driven. Mid-term, cross-chain tokenized equity volume could pull real trading fees and TVL toward the winning venues, pressuring smaller issuers. 💡 Trading Advice Treat ONDO and RWA baskets as a slow accumulation theme with position sizing capped, and avoid chasing headlines on launch days. Watch which chain captures the most tokenized-equity volume as your leading indicator — that's where the durable flow, and the trade, will sit. *Analysis only, not financial advice — manage risk and size positions carefully.* 🦊