"1011 Insider Whale" Agent: Ethereum Will Become the Settlement Layer for Global Capital Markets, 2026 Will Be the "Year of RWA"

PANews, January 25 — Garrett Jin, the agent of "1011 Insider Whale," posted on X that in the context of de-dollarization, extending the debt cycle to help the United States solve its debt problem seems unrealistic. Tokenizing US stocks to drive stablecoin demand is the main feasible path for the US to refinance its growing debt, as demonstrated by BlackRock's push for RWA, against the backdrop of continued US debt accumulation. Since 2025, there have been market rumors of the so-called "Mar-a-Lago Agreement," but this agreement has never been formally signed or implemented. Its core idea is to ease the burden of $36 trillion in US federal debt. In reality, US debt continues to rise, de-dollarization has not slowed, and countries such as Sweden, Denmark, and India are reducing their holdings of US Treasuries. If the US wants to use new debt to repay old debt, the only realistic path is to issue more stablecoins and attract new global capital into US Treasuries. To achieve large-scale operations, the solution is RWA, that is, putting US stocks on-chain. Tokenizing $68 trillion worth of US stocks will significantly boost stablecoin demand and indirectly absorb debt pressure. This is why BlackRock, which is closely connected to the US power center, is actively promoting RWA and on-chain stock trading. In this context, ETH will become the settlement layer for global capital markets out of practical necessity, and 2026 will be the "Year of RWA."