danning(@sui414 ):@PanteraCapital The tokenized asset market hit new highs in 2025. Every major bank now has a Head of Digital Assets. But how much of today’s momentum is real on-chain infrastructure — versus flashy headlines and distribution wrapped in new rails?

danning

@sui414

Research Director @PanteraCapital. co-host @indexed_pod. previously data @ Flashbots ⚡️🤖 @0xProject @ConsenSys.

Joined August 2016

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danning@sui414

2026.05.06 17:59

@PanteraCapital The tokenized asset market hit new highs in 2025. Every major bank now has a Head of Digital Assets. But how much of today’s momentum is real on-chain infrastructure — versus flashy headlines and distribution wrapped in new rails?