@zhangcehua
Goldman Sachs' 2026 outlook highlights that anticipated U.S. bipartisan market structure legislation—expected to pass in the first half of 2026—will unlock tokenization's investment potential by providing regulatory clarity. The bill would define SEC/CFTC roles, clarify oversight for tokenized assets and DeFi, and reduce uncertainty, enabling broader institutional inflows. This framework is seen as the key catalyst for efficiency gains in capital markets, new product innovation (e.g., tokenized real estate, debt), and deeper TradFi-blockchain integration. Infrastructure providers stand to benefit most, with delays risking midterm election setbacks.
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