I think the next major wealth transfer won’t come from Bitcoin. It could come from tokenization.
The more I look at the numbers, the harder it is to ignore.
Tokenized real-world assets have gone from roughly $6B at the start of 2025 to more than $38B today.
That’s not a small experiment anymore. It’s still tiny compared with the size of the traditional financial markets being brought onchain. This is where the opportunity gets interesting:
→ U.S. Treasuries and money-market funds
→ Private credit
→ Corporate bonds
→ Real estate
→ Commodities
→ Investment funds
→ Stocks & ETFs
These are already being tokenized. @BlackRock is expanding tokenized money-market products. @Ondo has brought 200+ U.S. stocks and ETFs onchain through @solana . Securitize is building institutional tokenization infrastructure across multiple major chains.
The blockchain race is already starting. @ethereum is still the clear heavyweight with roughly $17.5B of tokenized assets. But I’m watching a few names particularly closely:
✔️ $ETH - still the dominant settlement layer for tokenized assets.
✔️ $SOL - strong growth in tokenized stocks, ETFs and real-world assets.
✔️ binancecoin:native - huge distribution, stablecoin liquidity and growing RWA activity.
✔️ avalanche-2:native - heavily focused on institutional blockchain infrastructure.
✔️ $SUI - increasingly positioning itself around institutional assets and tokenized markets.
Then you have the infrastructure layer: Ondo, Securitize, Centrifuge and Maple. These companies/protocols are building the rails that could connect traditional finance with onchain markets.
This is the part I think the market is still underestimating.
Tokenization isn't about creating another speculative asset. It is about taking assets that already represent trillions of dollars and changing the rails they move on. Imagine stocks that can trade 24/7, funds that settle faster, fractional ownership becoming normal, Treasuries being used directly inside onchain markets, private credit becoming more accessible, and real-world assets becoming programmable and composable with stablecoins and DeFi.
That is a completely different opportunity. Bitcoin created a new digital asset class. Tokenization could bring the existing financial system onto blockchain rails.
If even a small percentage of the global stock, bond, credit, real estate and fund markets moves onchain, today’s $38B market could look microscopic in hindsight.
That’s why I’m paying much more attention to tokenization. The biggest opportunity of the next cycle might not be finding the next Bitcoin. It might be finding the infrastructure that moves the existing financial system onchain.
This is ridiculous
Someone deposited $25 on @MetaWin and turned a $0.40 bet into $10k in the same day
if you’ve got a few dollars to spare this weekend, you might want to try your luck on https://t.co/YoyTMEGJyr
Patience is being rewarded.
monero:native is having its own ride right now, and honestly, I think this move deserves more attention.
While most of the market has been busy chasing whatever is trending, XMR has quietly continued to build momentum.
We’ve seen XMR push higher, reclaim important levels and continue making higher highs instead of immediately giving back the move.
I think there’s still more room to run, make sure to DYOR - NFA.
Warsh at Jackson Hole: inflation still too high, 2% target “firm and fixed,” more work needed before rates move.
Nothing soft about this stance. #JacksonHole