We sat down with @TFGolden, Head of Digital Assets at @BaillieGifford to discuss: -BAGEY, the firm's newly launched tokenized bond fund on @Solana and Ethereum, which yields around 7% -Why tokenization is an operating system upgrade rather than a reinvention of finance -Why AI democratizing insight and tokenization democratizing access are the two themes that will collide into something nobody has fully figured out yet TIMESTAMPS: 00:00 - The Journey to Digital Assets 03:33 - From Journalism to Investment Theses 06:05 - Learning from Successes and Failures 10:15 - The Role of Independence in Baillie Gifford’s Innovation 15:19 - Gradual Growth in Tokenization 20:57 - Tokenization as an Operating System Upgrade 23:57 - Convincing Clients of Tokenization's Value 24:50 - Operational Leverage and Risk Management 27:12 - The Origin of Baillie Gifford’s BAGEYBaggy: Tokenized Bond Fund 32:18 - Initial Response and Market Interest 34:43 - Choosing Solana and Ethereum and Solana for the Fund Launch 38:33 - Solana and The Future of Internet Capital Markets 43:09 - Trust and Adoption Among Institutional Investors 46:07 - The Role of Traditional Institutions in Tokenization 47:59 - AI and Tokenization: A Future Intersection Watch below or on X: