US stocks decline across the board, ALTS surge 31%, why are crypto stocks celebrating against the trend

According to the latest news, the US stock market closed with a divergent trend: the three major indices all declined, with the Dow down 0.09%, the S&P 500 down 0.53%, and the Nasdaq down 1%. However, at the same time, crypto-related stocks all rose across the board, with ALTS surging over 30.94%, BNC up 11.81%, and ETHZ up 5%. This counter-trend performance reflects a subtle game of capital between traditional stock markets and the crypto sector.

Market Signals of Counter-Trend Rise

Against the backdrop of overall weakness in the US stock market, the widespread rise of crypto-related stocks stands out. This divergence is not accidental but a reflection of market rebalancing assets. When traditional stocks come under pressure, investors begin seeking new opportunities, and the emerging sector of RWA (Real World Asset) tokenization is becoming a focal point for capital.

ALTS Surge in Detail

ALTS performed most notably in this round of gains, increasing by over 30.94%. According to data, ALTS is a cryptocurrency project operating on the Solana chain, launched in 2021. Its current price is $0.000008, with a market cap of approximately $10,224.

Recent trends show that ALTS exhibits clear volatility. Although it fell 28.43% within 24 hours, it rose 55.33% over 7 days and 76.19% over 30 days, indicating a medium-term bullish trend. This combination of short-term volatility and medium-term upward movement suggests market sentiment toward such tokens is fluctuating.

Analysis of Driving Factors

Institutional Push in the RWA Sector

The core driver behind ALTS’s surge is the overall enthusiasm for the RWA sector. According to information, MSX (msx.com), a decentralized RWA trading platform, has listed hundreds of RWA tokens, including US stocks and ETF tokens such as AAPL, AMZN, GOOGL, META, MSFT, NFLX, NVDA, etc. This means traditional stocks are being “tokenized” and brought onto the blockchain, allowing investors to trade US stock assets directly with crypto wallets.

Optimization of Trading Costs

On January 13, MSX adjusted its RWA spot trading fee rates, changing from a “bilateral fee” model to a “unilateral fee” model. The new fee standard is: 0.3% fee on buy orders, with the sell fee reduced to 0%. This means that when users complete a full “buy and sell” transaction cycle, their overall trading costs are effectively halved by 50%. This fee optimization directly reduces trading costs and enhances the attractiveness of RWA tokens.

Market Significance

This counter-trend rise of crypto stocks reflects a larger trend: traditional assets are accelerating their migration onto the blockchain. When the US stock market is under macroeconomic pressure, the RWA sector acts as a bridge connecting traditional finance and the crypto world, attracting capital attention. The surge in tokens like ALTS can be seen as an early market response to this trend.

Recent reports show that crypto-related stocks have been fluctuating frequently before, during, and after US stock market sessions, indicating that this sector is becoming a hot spot for capital games. The timing of MSX’s fee rate adjustments coincides with the rise of crypto stocks, suggesting that platform optimization measures are indeed attracting more trading participation.

Summary

The phenomenon of falling US stocks but rising crypto stocks fundamentally reflects the market searching for new opportunities. Although ALTS’s 30% surge is impressive, it is important to note that it also dropped 28.43% within 24 hours, indicating high volatility for such tokens. The hotness of the RWA sector and MSX’s fee rate optimization are the main factors driving this wave of gains. For investors, the key is to understand the long-term trend of RWA tokenization of US stocks rather than chasing short-term surges. The crypto market is evolving, and the tokenization of traditional assets may be an important direction in the future.