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3 Digital Asset Trends Institutional Investors Want to Allocate to
Digital assets are no longer a fringe conversation, they are finally reaching the institutional scale-up phase. Let's unpack top 3 trends:
Mar 254 min read
The Secret Behind BlackRock Tokenized MMF's 8-figure AUM Surge
Last week, BlackRock’s tokenized money market fund (MMF), BUIDL, surged past the $1 billion mark—a defining moment in the onchain...
Mar 186 min read
Not Another Tokenized Private Credit Fund
At the recent RWA London Summit, one topic dominated my panel discussion: tokenized assets as collateral . A variety of views emerged,...
Feb 265 min read
Mapping Out US Banks Digital Asset Business Lines
Mapping out the biggest US banks digital asset businesses and benchmarking against comparable revenue data
Feb 187 min read
What Do Tokenized Products Need to Succeed in a Tokenized Future?
As institutional tokenization gained momentum rapidly last week with CFTC inviting crypto CEOs to discuss stablecoins as possible...
Feb 126 min read
Apollo Global Tokenizes Credit Fund But is Doomed on the Outset
This week, Apollo Global Management teamed up with Securitize to launch a tokenized feeder fund for the Apollo Diversified Credit...
Feb 44 min read
Tokenized MMF go-to-market Playbook
In 2024, BlackRock, Brevan Howard, UBS all entered the tokenized MMF race. Here is the GTM playbook for asset managers looking to enter...
Jan 205 min read
3 Digital Asset Trends Shaping 2025 and Beyond
What are the top 3 digital asset adoption trends? Here I distill the most important adoption trends from 2024 that you need to know for 2025
Dec 21, 20244 min read
Why utilizing is 10x more important than tokenizing MMF?
Last week was particularly busy for tokenization space. There were 5 announcements about the development or the launch of tokenized MMF,...
Nov 8, 20245 min read
Onchain Finance GTM Series: What do tokenized US Treasuries adoption stats tell us about the sector?
It’s been 4 months since I published research on why tokenized US Treasuries took off and how BlackRock was future-proofing its asset...
Aug 19, 20244 min read
Financial Services Tokenized Series: How will tokenized MMFs scale to trillions AUM? pt.3
A few weeks ago I started the series “How will tokenized MMF scale to trillions AUM?” We looked at three traditional finance use cases...
Jul 22, 20246 min read
Financial Services Tokenized Series: How will tokenized MMFs scale to trillions AUM? pt.2
How big are the US corporate cash management & global derivatives collateral opportunities for tokenized MMF?
Jun 17, 20245 min read
Financial Services Tokenized Series: How will tokenized MMF scale to trillions AUM? pt.1
How will tokenized MMFs change the financial system one market at a time.
Jun 10, 20247 min read
Onchain Finance GTM Series: How quickly will tokenized TBills eat into tokenized cash's market?
The biggest tokenization narrative of 2023-24 so far can be summarized in the following 3 stories about stablecoins and yieldcoins...
May 14, 20246 min read
How did Tokenized TBills grow AUM by 42% in 2 months?
Has the tokenized TBill market reached an inflection point given its +43% AUM growth in past 2 months?
Apr 22, 20246 min read
Onchain Finance GTM Series: How is BlackRock future-proofing its fund management business?
BlackRock’s USD Institutional Liqudity Digital Fund or BUIDL has been the talk of the financial press recently. As the first fund...
Apr 14, 20245 min read
Onchain Finance GTM Series: What is the market size for yield-bearing stablecoins or tokenized cash equivalents?
A few weeks back I wrote a post highlighting the 3 major difficulties facing many tokenization projects today. In that post I talked...
Apr 8, 20245 min read
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