An online crypto analyst is making an aggressive case that Hedera’s HBAR token could one day rival Bitcoin’s scale, hinging almost entirely on one theme: real‑world asset tokenization.
In a recent video dissecting Hedera’s February ecosystem report, Nick from NCash ties together new council members, government pilots, and institutional tokenization plays to argue that “everything will be tokenized” — and that networks like Hedera stand to capture a meaningful slice of value measured in quadrillions of dollars.
FedEx Joins Hedera Council As Tokenization Pipeline Grows
The strongest near-term headline is FedEx joining the Hedera Governing Council.
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The analyst calls it “incredible to see,” noting FedEx’s role in global e‑commerce and logistics.
According to the Hedera report discussed in the video, FedEx will work on advancing “shipped life cycle management at scale,” aiming for greater transparency and automation across supply chains using Hedera’s trust layer rather than paper-based workflows and manual checkpoints.
The video also highlights a string of ecosystem moves: February’s Hedera Dev Day, which brought builders together; upcoming HederaCon with “so many great speakers”; and Hedera’s participation in the Crypto Council for Innovation and the American Innovation Project, both aimed at shaping digital asset policy and educating U.S. lawmakers.
The host frames these as groundwork for a “digital automated society” in which Hedera provides critical infrastructure.
From Georgia’s Land Registry To RWA Quadrillions
The analyst leans heavily on tokenization as the catalyst for HBAR’s potential re‑rating. He also cites a December announcement that Georgia’s Ministry of Justice plans to migrate the country’s national real estate registry to Hedera, describing it as “insane” in terms of government adoption.
A clip from Hedera co-founder Leemon Baird is played, stressing that tokenizing assets like property requires national registries and stablecoins, and that “we are seeing real people in the real world building each piece of this pyramid on Hedera right now.”
Institutional efforts around tokenized funds via Archax also feature prominently. The video references Archax’s tokenized HBAR ETF execution on Hedera mainnet and earlier launches of pooled token funds including BlackRock, Aberdeen, State Street, and Legal & General exposure.
The analyst points to commentary from Archax’s CEO mentioning a potential $1.7 quadrillion tokenization opportunity, and suggests the true figure could exceed $2 quadrillion, with “over 99% of the total addressable market” still untapped.
HBAR Valuations, Network Effects & Investor Stakes
On valuation, Nick floats a controversial long-term scenario: HBAR as a “$1 trillion plus dollar asset,” and a 100,000 HBAR position eventually worth “a million, two million, three million dollars plus.”
Nick highlights this is a long-horizon view, not a near‑term forecast, and anchor it in network effects. If Hedera were to reach Bitcoin’s current market cap of about $1.37 trillion, the analyst calculates an HBAR price above $30 — roughly a 320x move from present levels.
The rationale: as trillions of dollars in assets are tokenized, networks that actually carry that value — via on‑chain settlement, trading, and DeFi — should see rising demand for their native gas tokens.
Moreover, he argues private “digital islands” will still need to bridge into public networks like Hedera, XRP, or Stellar to reduce friction, driving further volume. For now, the analyst notes, on‑chain tokenized value metrics for Hedera remain flat, and third‑party tracking (like rwa.xyz) has yet to fully surface the impact of these initiatives.
For crypto investors, the video frames Hedera as a high‑conviction bet on the tokenization thesis: if institutional pilots in land registries, tokenized funds, and supply chains scale as anticipated, HBAR’s value could be driven less by speculation and more by being the fuel for a growing share of real‑world asset flows.
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FedEx joining the Hedera Governing Council to work on digital supply chain infrastructure is presented as the standout recent addition.
The analyst cites estimates around $1.7 quadrillion in tokenizable assets and suggests the total could exceed $2 quadrillion.
Georgia’s plan to migrate its national real estate registry to Hedera is highlighted as a concrete government tokenization initiative.
He models a scenario where HBAR attains Bitcoin’s current market cap; at roughly $1.37 trillion, that would imply an HBAR price above $30, driven by large-scale tokenized asset activity.
