「BTC OG Insider Whale」 Agent: Stock Tokenization Will Drive Stablecoin Demand to Alleviate US Debt Pressure, Ethereum and Other Public Blockchains to Become Global Capital Market Settlement Layer

By: theblockbeats.news|2026/01/24 19:00:23
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BlockBeats News, January 24, "BTC OG Insider Whale" agent Garrett Jin posted on social media, stating, "In the context of de-dollarization, extending the debt cycle to help the United States solve its debt problem seems impractical. Tokenizing U.S. stocks to drive stablecoin demand is the main viable path left for the United States to refinance its ever-growing debt. BlackRock's efforts to bring Real World Assets (RWA) on-chain illustrate this."

U.S. debt continues to accumulate, with the proposal being to pressure foreign investors to roll over short-term bonds into long-term bonds, to postpone principal repayment and ease the pressure of around $36 trillion in federal debt. De-dollarization was initially triggered by the Ukraine War, and events in Venezuela and Greenland have even accelerated this process. If the United States wants to refinance by issuing more debt, the only realistically viable path is to issue more stablecoins, potentially bypassing foreign regulations, attracting new global capital to U.S. Treasuries. To achieve this goal and scale, there is a solution: RWA. Bringing U.S. stocks on-chain, making them on-chain assets. Tokenizing around $68 trillion worth of U.S. stocks will significantly boost stablecoin demand, indirectly easing the burden of debt.

This also explains why the world's largest asset management company BlackRock is deeply involved in promoting RWA and on-chain stock trading, as these actions not only make economic sense but may also serve strategic and political objectives. In this framework, public blockchains like Ethereum become the settlement layer for the global capital markets, not out of ideology, but out of the real needs of balance sheets and geopolitics."

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On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


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