According to @GracyBitget, tokenization should prioritize highly liquid and widely understood assets such as stocks, bonds, and money market funds, emphasizing that liquidity and clarity matter and recommending starting with these categories (source: X post by @GracyBitget on 2025-09-03). For traders targeting RWA opportunities, this guidance concentrates near-term focus on tokenized stocks, bonds, and MMFs when selecting instruments and venues (source: X post by @GracyBitget on 2025-09-03).

According to @MilkRoadDaily, the total stablecoin supply has surpassed $275B and could reach $1.2T by 2028, a scale that would rival the world’s largest money market funds and make stablecoins one of the biggest global cash pools (source: @MilkRoadDaily). According to @MilkRoadDaily, this scale is a key liquidity signal for crypto markets, indicating a growing base of readily deployable capital within crypto rails for trading and market-making (source: @MilkRoadDaily).

According to @MilkRoadDaily, a discussion with BitGo CEO Mike Belshe claims the proposed Genius Act could catalyze stablecoins at a scale comparable to the 1970s rule change that created a $5T money market fund market, positioning it as a major policy catalyst for crypto liquidity and settlement rails, source: @MilkRoadDaily. According to @MilkRoadDaily, the post frames the outcome as global and on-chain, signaling potential for widespread stablecoin adoption if the Act advances, source: @MilkRoadDaily. According to @MilkRoadDaily, the comparison underscores a trillion-dollar opportunity for stablecoins that traders may treat as a structural catalyst for market depth and volume should regulatory progress occur, source: @MilkRoadDaily.

According to Crypto Rover, over seven trillion dollars are currently held in money market funds with an average annual yield of just 0.62%, while Bitcoin has surged 50% in the past year (source: Crypto Rover on Twitter, April 26, 2025). This stark yield disparity highlights a significant potential for liquidity to shift from low-yield traditional assets into high-performing cryptocurrencies like Bitcoin. Traders should monitor for signs of capital rotation, as any movement of even a fraction of these parked funds could create substantial upward momentum in the crypto markets.

According to Mihir (@RhythmicAnalyst), the decline in three-month bond yields may cause a shift of money market funds into stocks and cryptocurrencies. The attached chart indicates that yields are nearing critical support, suggesting a potential breakdown.

According to @Pentosh1, Fink aims to transfer $17 trillion of assets on-chain once regulatory clarity is achieved, highlighting treasuries as the largest liquid use case. This move is expected to significantly impact the cryptocurrency market, making it the fastest growing sector over the next five years, with implications for money market funds and stocks. This development is pivotal for traders looking at long-term assets on-chain migration. Source: @Pentosh1.