top of page
Search
4 days ago5 min read
Tether's Weakness is Your Opportunity
Last week, when I outlined the 3 interest-income revenue models for stablecoins , I had no idea just how much bigger the opportunity...
Mar 36 min read
Stablecoin's 3 Interest-Income Revenue Models Explained
Last week was a defining moment for stablecoins. Top CEOs from major U.S. financial institutions made bold statements about their stance...
Feb 265 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 187 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 126 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 44 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...
Jan 275 min read
How the US took the lead in Digital Assets in 5 days?
A week that changed everything in digital asset/crypto space... Here is what happened.
Jan 205 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 157 min read
Stablecoin Series: The King of Digital Assets is NOT Bitcoin.
Unpacking Stablecoin Adoption - Part 1: comparative analysis of top 20 geographic markets
Dec 21, 20244 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 13, 20245 min read
The Silent Threat to The Biggest Tokenization Success
Stablecoin is the biggest tokenization success story but it faces a silent threat that could derail it all...
Nov 17, 20243 min read
Tokenizing the $100T Sovereign Debt Market pt 1 - UK to lead the way?
Another week, another busy tokenization announcement calendar with 5 big developments. I published a highlight recap here . Out of the 5,...
Nov 8, 20245 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 1, 20249 min read
Financial Services Tokenized Series: Mapping out Standard Chartered's digital asset strategy
Want to what is Standard Chartered's digital asset strategy? Full research here.
Sep 1, 20244 min read
Financial Services Tokenized Series: Is Your Bank Ready for Tokenized Money?
With trillions of dollars transferred annually, tokenized money is the undisputed leader in tokenization adoption—dominating the digital...
Jul 22, 20246 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...
Jun 17, 20245 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 10, 20247 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 3, 20246 min read
Financial Services Tokenized Series: JPMorgan's Digital Asset Strategy
Want to understand JPMorgan's Onyx? Here are its main products and GTM strategies.
Apr 22, 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?
bottom of page