Tokenized Asset Coalition

Bringing the next trillion dollars of assets onchain through real-world asset tokenization education, advocacy, and building

[Tokenized Asset Coalition @TACoalition]

We’re thrilled to announce the @TACoalition has welcomed 24 new members!

Another step forward in our mission to onboard the next TRILLION of assets onchain.

In the wake of the U.S. leading the way for global crypto regulation:

- We've added some absolute hitters from TradFi that are making waves in tokenization 👀
- We now cover almost every major network and oracle provider in tokenization
- Anticipating the importance of global interoperability we've increased our reach in the Middle East and Asia
- We're doubling down on stablecoins and the ecosystem participants enabling compliant and safe adoption of tokenized assets

Our newest members continue our tradition of onboarding and supporting the best projects, networks, and builders in the business. We're humbled to add such an elite group to our member ranks.

Meet the new TAC members:
https://t.co/fWIQBHx1ih

Also announcing our official Board of Directors with industry legends: @adamlawrencium, @itsbhaji, @ctcunning, @GuvSSandhu, and @itsjawknee___.

And we've struck key media partnerships with @thestablecon, @rwasummit, @StablecoinStnd and @rebankpodcast

We're just getting started 🔥

cc: @DRWTrading, @SPDJIndices, @wormhole, @StellarOrg, @zksync, @MANTRA_Chain, @COTInetwork, @PolymeshNetwork, @magna_digital, @gauntlet_xyz, @withAUSD, @utila_io, @solsticefi, @KeyringNetwork, @blupryntco, @Surus_io, @fairmint, @KINETK_AI, @multiliquid_xyz, @FourPillarsFP, @particula_io

[Tokenized Asset Coalition @TACoalition]

@0xJMG Ty ser!

[Tokenized Asset Coalition @TACoalition]

@StaniKulechov Clocks deserve hydration too!

[Tokenized Asset Coalition @TACoalition]

Subscribe here: https://t.co/SLc2PvGxC3

[Tokenized Asset Coalition @TACoalition]

The most important thing that happened in tokenization last week wasn't a clean win.

It was a botched allocation that proved the thesis anyway.

SpaceX went public Friday.

The largest IPO in history. $75B raised. A $2T+ company by the closing bell.

And crypto natives didn't watch from the sidelines.

Binance, Bybit, Bitget, and MEXC all opened tokenized pre-IPO allocations through their wallets.

The demand was instant and enormous: tens of thousands of wallets, more than $1B in orders across platforms, $557M on Binance alone. Multiples oversubscribed in minutes.

Then it fell apart.

xStocks, the Kraken-owned tokenized-equity issuer those platforms were relying on to source the real shares, couldn't get them.

The allocations were canceled.

Everyone got refunded. Nobody got SpaceX, and nobody caught the ~19% first-day pop.

A failure, yes. But look at what it revealed:

- tens of thousands of wallets
- more than a billion in capital primed for risk
- moved in minutes for a shot at a single listing

That is a distribution channel.

Wall Street spends decades and fortunes building access to retail demand like this.

And that demand already exists onchain from investors who are liquid, global, awake on weekends, and YOLO-ready for the public-markets cycle that's coming (not investment advice).

What broke was the oldest problem in finance: sourcing enough supply to meet the demand. That's solvable.

The demand is the hard part. And it showed up in minutes.

A lot happens in tokenization each week. I track it so you don't have to. Join 6,000+ members of the Tokenized Asset Coalition's research hub and get the weekly read in your inbox.

[Tokenized Asset Coalition @TACoalition]

Congrats to the legend @carlosdomingo on the well deserved reecognition!

[Carlos Domingo @carlosdomingo]

Thanks E&Y for nominating me and the judges for selecting me. This is a recognition to the @securitize employees hard work

[Tokenized Asset Coalition @TACoalition]

@carlosdomingo nobody saw that coming...

[Tokenized Asset Coalition @TACoalition]

You can check out his original piece here: https://t.co/V0dvkfRYBu

[Tokenized Asset Coalition @TACoalition]

$140 trillion in advised capital is sitting with RIAs, and most of it is locked into static, one-size-fits-many portfolios.

@Interaxis8 from @Protocol_Wealth laid out the roadmap on this week's podcast:

Once tokenization puts equities, credit, and private deals on the same rails, the wall between public and private markets comes down.

Then AI turns that access into a portfolio built for exactly one person.

Continuously rebalanced, optimized for how the underlying risks actually interact.

[Tokenized Asset Coalition @TACoalition]

https://t.co/mpTdc973ds

[Tokenized Asset Coalition @TACoalition]

78% of tokenized assets are wrappers.

The blockchain sits in front.

The T+2 settlement, the transfer agents, the paying agents, the custodians -- all still there, all still taking basis points.

A new piece in TAC's Industry Veteran Series by Benedikt Schuppli from @obligatecom asks the question the industry keeps deferring:

are public blockchains replacing the intermediary stack, or just getting bolted onto its front?

[Tokenized Asset Coalition @TACoalition]

26 days until CLARITY or we wait until 2030.

The stakes have never been higher.

Why it all matters: https://t.co/nJzkCm3FgK

[Tokenized Asset Coalition @TACoalition]

Stablecoins on @Tempo have their first shot on goal with a real use case.

Paying out global freelancers instantly and settling in dollars is a real pain point.

Partnering with @deel is a strong move, given their meteoric rise and global distribution.

This is one to watch.

https://t.co/L7tc5fFi03

[Euler Labs @eulerfinance]

https://t.co/C2lU1mhNl2

[Tokenized Asset Coalition @TACoalition]

747 tokenization stories this week. The intern did not sign up for this. 😵‍💫 https://t.co/Fjblu6kqje

[Tokenized Asset Coalition @TACoalition]

https://t.co/nJzkCm3FgK

[Tokenized Asset Coalition @TACoalition]

32 days to get much needed CLARITY for the crypto industry.

When you ask the folks in DC they don't think it will happen. Polymarket has the odds hovering around a coinflip.

This is about maintaining the US's leadership position in capital markets.

It's about providing rules for the industry to follow.

And for other jurisdictions to mirror.

And re-shoring crypto developer talent that FLED after years of regulation by enforcement.

There are a handful of issues that will determine whether we get CLARITY.

We put together a site to track what's happening, CLARITY's history, and how it works.

[Tokenized Asset Coalition @TACoalition]

@hosseeb Let's pivot to atoms

[Tokenized Asset Coalition @TACoalition]

Full summary and video: https://t.co/dfUEq88GQh

[Tokenized Asset Coalition @TACoalition]

The oldest instrument in capital markets is being rebuilt from scratch, and the numbers are hard to believe.

@MattWyss , CEO of @obligatecom walked us through it.

A traditional public bond costs at least $500K and takes roughly six months to issue. Obligate does it for around $10K in a few weeks, a 98% cost cut, with follow-on issuances in minutes.

Obligate built on Swiss-law ledger-based securities that are legally identical to a paper bond rather than a wrapped token.

Everyone is focused on tokenized stocks.

And potentially missing the sleeping giant of the $145T global bond market (15% larger than global equities).

Tune in for one of the clearest conversations yet on what digitally native credit really looks like.

[Tokenized Asset Coalition @TACoalition]

@ajwarner90 The whole buy and burn / dividend meta was / is so stupid