How will tokenized MMFs change the financial system one market at a time.

Want to understand JPMorgan's Onyx? Here are its main products and GTM strategies.

As the tokenized yield-bearing cash solution space’s No.1 player Ondo Finance’s AUM surged past $464 million this week, the thought of a path towards broader adoption in this nascent but highly important space came to the forefront of my mind. The space that the tokenized yield-bearing cash solution is currently addressing mostly has to do with stablecoin capital that is already onchain. There are already $160 billion of these but the size of the market outside of crypto is m

What synthetic dollar? It is a tokenized hedge fund strategy running basis trade

The biggest tokenization narrative of 2023-24 so far can be summarized in the following 3 stories about stablecoins and yieldcoins (TBills backed cash equivalents): Stablecoin is the biggest tokenization success story Yieldcoin is going to eat into stablecoin’s market due to its superior capital efficiency Yieldcoins from leading tokenization players such as BlackRock, Ondo and Franklin Templeton have been taking market share from stablecoin The conversations on tokenization

This what 110x looks like for an tokenized asset that has achieved wide adoption...

Has the tokenized TBill market reached an inflection point given its +43% AUM growth in past 2 months?

BlackRock’s USD Institutional Liqudity Digital Fund  or BUIDL has been the talk of the financial press recently. As the first fund management product specifically launched on the blockchain by BlackRock to address the needs of the tokenized world that banking, finance and asset management are moving into, it is a watershed moment for the tokenization space and a massive validation for the utility of blockchains. The realized inflows totalled more than $250mill which blew past