"1011 Insider Whale" Agent: US stock tokenization may become the only realistic path for American debt and is favorable for ETH and RWA

Odaily Planet Daily reports that “1011 Insider Whale” agent Garrett Jin posted on the X platform stating that under the context of de-dollarization, extending the debt cycle to help the US solve its debt problems seems impractical. Tokenizing US stocks to promote stablecoin demand is the main feasible path for the US to refinance its growing debt. BlackRock’s push for RWA illustrates this point, given the background of continuous US debt accumulation. Since 2025, rumors of the so-called “Havard Agreement” have circulated in the market, but the agreement has never been officially signed or implemented. Its core idea is to ease the $36 trillion US federal debt burden. The reality is that US debt continues to rise, de-dollarization has not slowed down, and countries like Sweden, Denmark, and India are all reducing their US Treasury holdings. If the US wants to pay off old debt with new debt, the only realistic path is to issue more stablecoins and bring new global capital into US Treasuries. To achieve large-scale operations, the solution is RWA, which means bringing US stocks on-chain. Tokenizing US stocks worth $68 trillion will significantly boost stablecoin demand and indirectly absorb debt pressure. That is why BlackRock, closely connected to US power centers, is actively promoting RWA and on-chain stock trading. In this context, ETH will become the settlement layer for the global capital markets driven by real-world needs, and 2026 will be the “Year of RWA.”