Tokenization is front and center, and the path to mainstream runs through institutions. @iyoshyoshi, CEO & Co-Founder of @AlpacaHQ, tells @RemyBlaireNews just as $BTC went from retail to institutional via ETFs, tokenization is following the same path. Live from Money20/20 USA

Tokenization is accelerating. There are now over 360 onchain tokenized equity products, up +200% YTD. 10 of these products have exceeded $100 million in tokenized supply. As we saw this weekend, demand for 24/7 access to equities is rapidly expanding. In fact, the majority of volume in these tokenized products, at ~60%, is currently taking place outside of regular market hours. Today, onchain giant Jupiter, a leader in this space, reported a +215% quarter-over-quarter jump in tokenized equity trade count. We expect more record highs ahead in this space.

Tokens moving across chains with Chainlink CCIP will earn bigger borrowing limits on Kamino After a security review, @kamino said assets that move between chains using @chainlink CCIP will qualify for higher deposit caps and loan-to-value ratios, meaning users can borrow more against them. The Solana lending protocol pointed to CCIP’s default setup, where 16 independent node operators verify each cross-chain transfer. Tokens whose issuers set up their own cross-chain checks face heavier review, lower caps and, in some cases, rejection or delisting. Kamino also said it can already pause markets for some cross-chain assets on Solana when it spots warning signs such as unbacked supply.

Tokens of Appreciation 🪙 Citrini Research says tokenisation has made crypto a fundamentals trade, with AI agents poised to bolster this institutional shift onchain. PR Angle 🔎 Citrini's reports have started to carry weight: the firm's earlier forecast about AI and the labour market helped trigger a US stock sell-off this year. It is the clearest signal yet that "crypto is maturing": projects will need to start talking in revenue, volumes, and assets onchain rather than delivering vision statements and litepapers. For firms named in the report, the task is to turn third-party validation into a clear, owned narrative. For those left out, it is to explain why they belong on the list. Read the full story in this week's Context 👇 ft excerpts from @FinMktTrader, @sndr_krisztian and more!

Tokenised markets need commentary as well as news. @DAssetsEdge publishes both on digital assets, and is a media partner of The Future of Capital Markets. Lugano, 22 October. Details:

Tokenized stocks are opening up a new market for Aero. With pools like USDC/AMZNc and USDC/MSTRc, @aeroxyz is giving tokenized equities a place in DeFi where trading activity can generate fees and liquidity providers can compete for returns. That also matters for veAERO voters. They direct emissions toward pools and earn a share of eligible exchange revenue, connecting their returns to the markets they choose to support. As these stock markets grow, more trading activity can mean more fees flowing through Aero. And the assets themselves have uses beyond trading. Coinbase’s tokenized equities are now accepted as collateral on Aave V4 on Base, allowing eligible users to borrow USDC against holdings such as AMZNc. That gives these assets another role in the DeFi economy, with the usual borrowing costs and liquidation risks. The opportunity here goes beyond putting familiar stocks onchain. It’s about building markets around them, generating fees from their use, and making them composable with the rest of DeFi. Aero can benefit from that shift as tokenized assets move from simply being held onchain to being actively used.

TOKENMAXXING: @vllm_project and @inferact achieve 1.3 BILLION tokens per $ of TCO (hyperscaler volume pricing) via disaggregated serving on AgentX. This result is 4x better than the B300 aggregated configuration.

Tokenizing a security is just the first step, the true value is unlocked when institutions can access 24/7 liquidity without selling assets. Chainlink Fulcrum unlocks this at scale, connecting tokenized securities to financing venues across any chain.