Digital investor , investigator of new technologies. Traveler around the world. I'm a lover of politics, geopolitics, history. I seek to understand the 🌎🌍🌏
Nobody is paying attention to this.
"MASS TOKENIZATION" is coming, and most people have no idea what's coming.
1. The $115T stock market will be tokenized
2. The $117T bond market will be tokenized
3. $390T real-estate will be tokenized
4. $26T+ in gold will be tokenized
5. $15T in private funds will be tokenized
6. US government debt will go digital
7. Private loans will go digital
8. Arts and collectibles will go digital
9. Roads and power plants will go digital
10. $7T/year Insurance industry will go digital
11. Every firm will have their OWN onchain product
12. Companies launch their shares onchain
13. Stablecoins, moving $7.3T a month, become the normal way to move money
14. Markets stop closing, running 24/7
15. Settlement drops from T+1 to seconds
16. Money and assets cross borders without correspondent banks
17. Everything you own becomes something you can borrow against
18. Finally, crypto and tradfi become the same market
8.2 BILLION people on Earth will use it without knowing.
If you’re still skeptical on the future of tokenization…
You might note that the world’s largest asset manager is now tokenizing model portfolios that hold stock, bond, & bitcoin ETFs.
Only available to non-US investors for now, but that will quickly change as asset managers work through requirements of SEC’s recent innovation exemption.
via @Vlajournaliste
🔥 LATEST: ECB board member Isabel Schnabel is set to leave early for a senior IMF role in January.
She recently urged central banks to “go onchain” to protect their role as blockchain transforms global finance.
Wow big
BlackRock is taking model portfolios onchain.
The $13T asset manager has built three portfolios — high-income, diversified growth and high-growth — that Ondo Finance will tokenize, giving non-U.S. investors 24/7 access via crypto wallets.
The portfolios hold mixes of stock, bond and bitcoin ETFs, with Ondo tokens tracking each strategy.
It’s the first time BlackRock has designed portfolios specifically to be tokenized by another firm.
In September 2025, dry bulk grain shipments moving through the Bosporus averaged ~23 vessels per day. So far this September, traffic has PLUMMETED to 9 per day.
THE NATO-UKRAINE WAR AGAINST RUSSIA HAS SHUT OFF THE RUSSIAN & UKRAINIAN GRAIN TAPS.
STAY LONG WHEAT.
Money is entering a new era, and this week the UK proved it with real customer money.
UK banks and @UKFtweets have completed the first live customer transactions using tokenised sterling deposits on #GBTD, the platform built by @quantnetwork. Two remortgages and a marketplace purchase, each settling automatically the moment agreed conditions were met.
This is the move from simple push/pull transfers to #programmablepayments. Same trusted bank money, same protections, now able to carry its own rules.
And it happened on shared infrastructure, with #tokeniseddeposits moving between institutions on a common platform built for the whole industry.
This is where money is headed: programmable, always-on and moving seamlessly across the financial system.
https://t.co/5z5Z9ctolW