--- title: 'SEC Chairman: All US Stocks Will Be on Blockchain Within 2 Years' source: 'https://youtube.com/watch?v=kGULLAG9Gzg' video_id: 'kGULLAG9Gzg' date: 2026-07-12 duration_sec: 800 --- # SEC Chairman: All US Stocks Will Be on Blockchain Within 2 Years > Source: [SEC Chairman: All US Stocks Will Be on Blockchain Within 2 Years](https://youtube.com/watch?v=kGULLAG9Gzg) ## Summary The video argues that the tokenization of all U.S. stocks on the blockchain is imminent, with the SEC chairman reportedly stating it will happen within two years. It analyzes how institutional demand, regulatory clarity, and decreasing volatility are reshaping the crypto market, predicting the end of Bitcoin's 4-year cycle and a sustained upward trend in 2026. ### Key Points - **Tokenization of U.S. Stocks** [00:02] — The SEC chairman declared that all U.S. stocks will be on the blockchain within a couple of years. The current tokenized stock market is $680 million vs. $68 trillion total market. - **Death of Bitcoin's 4-Year Cycle** [02:51] — Historical halving-driven cycles are breaking due to decreasing halving impact and institutional demand. Expect sustained upward trend instead of bear market. - **Supply-Demand Imbalance** [03:59] — ETFs and institutions demand $20-25 billion of Bitcoin annually while miners produce only ~$15 billion, creating constant upward price pressure. - **Bitcoin Volatility Declining** [04:26] — Bitcoin is becoming less volatile than stocks like Nvidia or Tesla, removing a key excuse for wealth managers to avoid crypto. - **100+ New ETPs in 2026** [05:20] — Over 100 new cryptocurrency exchange-traded products expected in the U.S., including indices and momentum strategies, facilitating passive capital entry. - **Stablecoin Geopolitical Battle** [06:27] — Stablecoins may be blamed for destabilizing local currencies in emerging economies, leading to government crackdowns, but adoption is bottom-up and hard to stop. - **Prediction Markets Growth** [07:32] — Platforms like Polymarket show blockchain utility beyond money, with open interest projected to hit new all-time highs. - **Regulatory Clarity for Altcoins** [08:11] — The Clarity Act could trigger a bull run in tokenization, integrating Ethereum and Solana into global finance for bonds, stocks, and real estate. - **University Endowment Adoption** [09:08] — Half of Ivy League endowment funds are projected to have significant crypto exposure by 2026, setting a standard for other institutions. - **Bitcoin Decoupling from Stocks** [10:01] — Bitcoin's correlation with Nasdaq/S&P 500 will decrease as institutional adoption and supply shocks take precedence, making it a low-correlation asset. - **Crypto Infrastructure Stocks Outperform** [10:41] — Listed crypto exchanges and mining companies are cash flow machines linked to a secular trend, poised to outperform traditional tech stocks. - **Vaults as ETFs 2.0** [11:34] — On-chain vaults allow transparent, automated asset management without intermediaries, with capital managed expected to double in 2026. ### Conclusion 2026 will see the materialization of years of technological promises as mass adoption becomes reality. Investors should focus on the big picture rather than short-term noise. ## Transcript of the U.S. Securities and Exchange Commission , the all U.S. stocks will be on the blockchain within a couple of years. This is not an exaggeration or a fevered dream of a cryptocurrency maximalist. It's a reality that's being created right now as you listen to this. To give you an idea of ​​the scale. The tokenized [music] stock market tokenized [music] stock market today is around $680 million, while the total US [music] stock market is $68 trillion. Save yourself the mental calculation because the difference is enormous. We're talking about a market 100,000 times larger that is about to turn to blockchain technology. We've lost perspective on how huge this is because we've been distracted by the daily noise of prices. We are entering a period where we are going to move [music] the entire financial economy to the blockchain and this will not happen overnight, but the signs are unmistakable [music] and they are screaming at us that change is imminent. Today, many investors feel that this year has been strange. A mix of euphoria and tense pauses, but what's coming in 2026 completely redefines the rules of the game . You have to watch today's video to the end because Matt Hogan and Ryan Rasmusen from Big Wise just revealed that the SEC chairman declared that all US stocks just two years. Hello, I'm David Aranzábal, founder of Money Club and Cryptoweek. Our club members have already exceeded 17 million euros in their portfolios. If you're interested in investing and cryptocurrencies, subscribe and turn on notifications so you don't miss any of my upcoming videos. We will conduct an in- depth analysis of what awaits us next year based on the most powerful data and projections from the institutional sector. It is essential to first understand where we stand today. With just a few days left in 2025, this year has undoubtedly been the most important in the fundamental history of cryptocurrencies, although prices have not always reflected that magnitude in a linear fashion. We've seen Bitcoin, Ethereum, and Solana reach new all-time highs, but we 've also encountered psychological selling walls that have halted what many expected to be a vertical climb towards $200,000. The reality is that the market has matured. The narrative is no longer just about the price, but about the infrastructure that has been quietly built. The approval of ETFs, the entry of large asset managers, and the regulatory clarity that is beginning to emerge have laid the groundwork for what experts call the end of traditional cycles. This leads us directly to one of the most disruptive projections for 2026, and that is the death of Bitcoin's 4-year cycle. Historically, we have all operated under the premise that the crypto market moves in predictable cycles dictated by the halving, where we have a year of explosion followed by a year of brutal correction and then a slow recovery. Current data suggests that this pattern will be broken. The reasons for believing in the persistence of this cycle have weakened considerably. The impact of the halvin on supply is decreasing in absolute mathematical terms. And more importantly , the macroeconomic environment and institutional demand have completely changed the equation. We are no longer in a market driven by retailers speculating from their basements, but in an environment dominated by constant capital flows, coming from pension funds, insurers and large banks. It is likely that 2026 will not bring the dreaded bear market that many veterans expect out of inertia. Instead, we are facing a sustained upward trend driven by demand that structurally exceeds supply. Imagine a scenario where ETFs consistently buy more than 100% of all new Bitcoin that is produced. It's pure supply and demand. If miners produce around $15 billion worth of Bitcoin per year and ETFs and institutions demand $20 or $25 billion , the mathematical result can only be constant upward pressure on the price. This creates a much higher floor and eliminates the possibility of those 80% drops that used to terrify novice investors. Another crucial point that defies the intuition of many is volatility. For years we've been hearing financial advisors say they don't touch cryptocurrencies because they are too volatile, an unacceptable risk for their we are witnessing a historic crossover in the volatility charts. Bitcoin is becoming less volatile than many of Wall Street's favorite stocks . If you compare Bitcoin's movements with those of companies like Nvidia or Tesla, you'll notice that the leading cryptocurrency is increasingly behaving like a mature asset, while tech stocks are taking on the role of high-risk assets with violent swings. This change in narrative is extremely powerful because it eliminates the last major excuse that wealth managers had for not allocating capital to this sector. When Bitcoin form the core of technology portfolios, allocating capital to crypto ceases to be a gamble and becomes a prudent risk management decision. This maturity leads us to mention the new explode. Experts anticipate that we will see the launch of more than 100 new cryptocurrency exchange-traded products or ETPs in the United States next year. Until now, the menu for institutional investors was limited, almost like going to a restaurant and having only two dishes to choose from. From 2026 onwards, this menu will be massively expanded with indices, momentum strategies, and products that cover baskets of assets. This greatly facilitates the entry of passive capital. Think about the average investor who doesn't want to spend hours researching which altcoin has the best consensus protocol. He simply wants exposure to the growth of the sector. Cryptocurrency indices will do for this market what the S&P 500 did for the stock market. Automatically and consistently channel trillions of dollars into key assets. But we won't just be talking about Bitcoin and ETFs; there's a silent and fascinating battle happening in the stablecoin arena . Stable coins have become the killer up of cryptocurrencies, offering a hedge against inflation for millions of people in emerging economies. However, this success has an inevitable geopolitical counterpart. [music] It is very likely that in 2026 we will see these stablecoins singled out and blamed for destabilizing local currencies in emerging markets. Governments that have failed to manage their own economies and have destroyed the purchasing power of their citizens will see stablecoins as a threat to their monetary sovereignty. It is state control and individual financial freedom . Although they may try to impose capital controls or prohibitions, the reality is that the adoption of these tools is a bottom-up phenomenon that is virtually impossible to stop without shutting down the internet. Ultimately, this is a victory for the sovereign individual seeking to protect the fruits of their labor from government mismanagement. And if we talk about sovereignty and new ways of interacting with reality, we cannot ignore the rise of prediction markets. Platforms like Polymarket have shown that blockchain is useful for much more than just moving money. It serves to discover the truth. Open interest in these markets is projected to reach new all-time highs, surpassing even the frenzy we saw during the 2024 elections. This is indicative that we are moving from an industry that only had one narrative, digital gold, to an industry with multiple vectors of real and tangible utility. It's not just Bitcoin anymore. It's tokenization, stablecoins, prediction markets, and decentralized finance. However, for the entire altcoin ecosystem, especially Ethereum and Solana, to reach its full potential in 2026, there is a key piece missing from the puzzle: regulatory clarity. There is legislation on the horizon known as the Clarity Act, which could act as the starting gun for an unprecedented bull run in tokenization. If this law is passed and the odds are in our favor, we will see how large banks and traditional financial institutions rush to build on these public networks. Ethereum and Solana will all-time highs, but will also become deeply integrated into the global financial infrastructure. We're talking about bonds, stocks, and real estate assets starting to live natively on these blockchains. It is also fascinating to observe how the perception of cryptocurrencies is changing in the ivory towers of academia and elite finance. It is projected that by 2026 half of the endowment funds of IBL League universities, institutions such as Harvard or Stanford that manage tens of billions of dollars, will have significant exposure to crypto assets. This is vital because these institutions set the standard for the rest of the investment world. When Jaale adopted the hedge fund investing model decades ago, everyone followed suit. Now that cryptocurrencies are being validated as an essential asset class, the ripple effect towards foundations, pension plans and family offices will be unstoppable. It is the ultimate seal of approval that eliminates the reputational risk of investing in this sector. An interesting phenomenon that will occur in parallel is the decoupling of Bitcoin from the stock market. For a long time we have seen Bitcoin move almost in sync with the Nasdaq or the S&P 500, reacting to the same interest rate news and inflation data. However, as institutional adoption, favorable regulation, and supply shocks gain more weight, we will see that correlation decrease. Bitcoin will begin its process of behaving based on its own fundamentals and not simply as another risky asset in the macroeconomic basket. This is the Holy Grail for portfolio managers. an asset with high returns, decreasing volatility, and low correlation with the rest of the market. It's an irresistible mathematical combination for any professional capital allocator. We resurgence of crypto company stocks . For years, traditional investors have treated companies in the sector, such as listed exchanges or mining companies, with skepticism, valuing them well below their technology peers. However, the performance gap is undeniable. Crypto infrastructure stocks are positioned to outperform traditional technology stocks. It's the strategy of selling picks and shovels in the midst of a gold rush, but now on an industrial scale and with audited balance sheets . Wall Street is beginning to wake up to the fact that these companies are cash flow generating machines and that their growth is linked to a secular trend of decades, not a passing fad. Finally, there is an innovation that could change the way we manage our on-chain assets: vaults [music], or what some call ETFs 2.0. entirely on the blockchain, where you can deposit your digital dollars and earn returns managed by professionals in a transparent and automatic way without expensive banking intermediaries . The capital managed in these vaults is expected to double next year. It is the next logical step in the evolution of finance. First we had Mutual fans, then ETFs, and now we're moving towards fully on-chain asset management. We are closing out 2025 with the built, the infrastructure is robust, regulation is progressing, and smart money has already taken positions. What awaits us in 2026 is the materialization of years of technological promises becoming tangible financial realities. Don't let short-term noise distract you from the big picture. Mass adoption is no longer a distant hope; it is a process that is happening right now, block by block. By the way, this past Tuesday I did a live stream of our legendary stock market to crypto event, one of our classic events that has been attended by thousands of people. A lightning journey from traditional stock exchanges to the next all-time highs for Bitcoin and altcoins. The recording is available and it's very important that you watch it because we study the recovery we've had in cryptocurrencies. Now that we know the reason for its drop since October 10th and what it means for you to position yourself before 2026, the recording is available for just a few days and you can watch it at the link in the video description. And if you liked the content, don't forget to like and subscribe to the channel. That helps me continue creating helps me continue creating valuable content.