It’s been quite the week of asset tokenization. I would sit here and write out all the milestones, new partnerships, etc., but I’d be here forever. If you want daily updates on things like 24-hour data, weekly RWA reports, 7-day data, new partnerships, new milestones, etc., that’s what @RWAFoundation_ is there for. As I will reiterate, this has absolutely been the best feeling I’ve had being in this space over the last 4 years. Seeing news like @Securitize partnering with @ARKInvest and @ondo partnering with @BlackRock are just 2 of the hundreds of pieces of positive news this week and long may that continue.

Seriously, why does tokenization matter and why should you care? I think a lot of people are still looking at the concept from the wrong angle. They see a stock, bond or fund being put onchain and tokenized and think the main innovation is simply that the asset now has a token. That’s not really the cool part. The cool part is that you can start building financial products, markets and infrastructure around an asset that exists natively on digital rails. Distribution changes, settlement changes, collateral changes & liquidity can change. The way different parts of the financial system interact with each other can change. And that’s why I think tokenization is being massively underestimated. And I know this sounds generic but we aren’t just putting the existing financial system onchain. We’re starting to build a financial system that was never possible with the old rails.

Tokenized stockholders surged to 4.3M, up 43x from a year ago. BNB Chain, Robinhood Chain and Solana lead with the most holders. Tokenized equity trading volume jumped to $7.9B in August, while market cap reached about $4B. never been more bullish on Tokenization.

How do you benefit from tokenization? There are two ways to think about it. 1. Invest in the companies building it Back the companies building the infrastructure, platforms, exchanges, custody, issuance, distribution and everything else needed to bring trillions of dollars of assets onchain. If tokenization grows, these companies are positioned to capture part of that market. 2. Invest in the assets themselves Tokenization can give you access to assets that were previously difficult or impossible for you to access. Whether it be Private credit, funds, real estate, bonds, equities, commodities and more. So you can invest in the companies building the rails or use those rails to access the assets moving onto them. And eventually, it could be both.

Clear to see that a lot of tokenization / RWA companies have been sitting on a serious amount of news, announcements and launches, waiting for market conditions to improve. The funny thing is, markets have barely moved and we’re already seeing a ridiculous amount of tokenization news. Just wait till we are in a proper full bull market.

Loving the vibe around tokenization right now I’ve been preaching this shit for a good few years now and I know some people have been banging the drum for nearly a decade For years it felt like we were talking about what could happen, now we’re watching it actually happen Banks are building it, institutions are using it, capital is slowly but surely moving onchain & more assets are being tokenized every day. And to be frank, I still think we’re ridiculously early.

Tokenisation is bigger and more complex than just putting stocks and bonds onchain The money moving around the financial system is getting tokenised too Good to see the UK banks actually taking steps forward 🇬🇧 The financial stack is slowly moving onchain

Crazy to think this was the state of the RWA market back in January… $14.2B in distributed asset value 158K RWA holders Now: $38B distributed value 4.5M+ RWA holders And we’re still early.

RWA’s are everywhere. 🌍 Everything that can be represented onchain, will be. And we’re still early. The blockchains that become the rails for this new financial system will be fucking massive.

When I first got into crypto in 2019/20, everyone was talking about crypto hitting a $5T market cap At the time that sounded absolutely fucking massive What a lot of us didn’t realise was just how much blockchain could eventually enable beyond crypto itself The financial world can be tokenized Stocks, bonds, funds, credit, real estate, commodities and pretty much every major asset class you can think of Suddenly the opportunity isn’t a few trillion dollar crypto market You’re talking about hundreds of trillions of dollars of assets that could potentially move onchain And from now on I will always think bigger.

gm. Americano + electrolytes time. We have received some great feedback on the website which is nice to hear. If there’s anything you’d like to see added, please let us know.

I am delighted to announce that I have officially achieved a Bachelor’s Honours Degree in Tokenization Bull Posting 🎓 4 years of research. 100,000 + tweets. Countless rabbit holes. Finally, qualified.